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Portfolio (Quarterly) Guide ↗

17 CAPITAL PARTNERS, LLC

· CIK 0001727407
13F Portfolio $194M AUM 172 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 96 Added 26 Reduced 12 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CVX CHEVRON CORPORATION Energy 6,966.0 $1.4M 0.74% NEW $206.90 -11.8%
2 MSI MOTOROLA SOLUTIONS INC Technology 3,107.0 $1.3M 0.69% NEW $433.97 -5.8%
3 VO VANGUARD INDEX FDS 3,751.0 $1.1M 0.56% NEW $287.18 -72.7%
4 MKC MCCORMICK & CO INC Consumer Defensive 16,736.0 $844K 0.43% NEW $50.44 -5.7%
5 GEV GE VERNOVA INC Utilities 943.0 $823K 0.42% NEW $872.90 +18.2%
6 GNRC GENERAC HLDGS INC Industrials 3,701.0 $723K 0.37% NEW $195.33 +43.6%
7 VYMI VANGUARD WHITEHALL FDS 6,130.0 $578K 0.30% NEW $94.24 +6.7%
8 PICB INVESCO EXCH TRADED FD TR II 23,543.0 $544K 0.28% NEW $23.10 +1.7%
9 IJR ISHARES TR 4,368.0 $543K 0.28% NEW $124.31 +12.3%
10 TIPX SPDR SERIES TRUST 27,468.0 $527K 0.27% NEW $19.19 -0.1%
11 USFR WISDOMTREE TR 10,091.0 $508K 0.26% NEW $50.34 -0.0%
12 XLRE SELECT SECTOR SPDR TR 10,738.0 $438K 0.23% NEW $40.83 +9.3%
13 XLE SELECT SECTOR SPDR TR 6,252.0 $383K 0.20% NEW $61.26 -7.0%
14 WMS ADVANCED DRAIN SYS INC DEL Industrials 2,750.0 $377K 0.19% NEW $137.13 +2.3%
15 ABNB AIRBNB INC Consumer Cyclical 2,726.0 $344K 0.18% NEW $126.28 +4.6%
16 HSY HERSHEY CO Consumer Defensive 1,450.0 $301K 0.15% NEW $207.89 -4.8%
17 AZN ASTRAZENECA PLC Healthcare 1,427.0 $281K 0.14% NEW $197.22 -5.9%
18 WMT WALMART INC Consumer Defensive 1,772.0 $220K 0.11% NEW $124.28 -4.6%
19 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,150.0 $219K 0.11% NEW $69.37 +21.0%
20 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 215.0 $214K 0.11% NEW $996.43 +0.7%
Page 1 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 29.3%
Technology 21.3%
Financial Services 15.1%
Healthcare 8.2%
Basic Materials 7.2%
Industrials 6.8%
Consumer Defensive 3.8%
Consumer Cyclical 3.1%
Utilities 3.1%
Energy 1.4%