Portfolio (Quarterly)
Guide ↗
17 CAPITAL PARTNERS, LLC
· CIK 0001727407| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SMH | VANECK ETF TRUST | — | 2,324.0 | $837K | 0.43% | NEW | — | $360.13 | +59.8% |
| 82 | — | TOTALENERGIES SE | — | 12,758.0 | $835K | 0.43% | NEW | — | $65.42 | — |
| 83 | VEEV | VEEVA SYS INC | Healthcare | 3,698.0 | $826K | 0.42% | NEW | — | $223.23 | +18.7% |
| 84 | AGG | ISHARES TR | — | 8,218.0 | $821K | 0.42% | NEW | — | $99.88 | -3.0% |
| 85 | MRK | MERCK & CO INC | Healthcare | 7,604.0 | $800K | 0.41% | NEW | — | $105.26 | +41.5% |
| 86 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,705.0 | $799K | 0.41% | NEW | — | $117.19 | +79.5% |
| 87 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 6,035.0 | $788K | 0.41% | NEW | — | $130.50 | +8.2% |
| 88 | MRVL | MARVELL TECHNOLOGY INC | Technology | 9,230.0 | $784K | 0.40% | NEW | — | $84.98 | +169.0% |
| 89 | HGTY | HAGERTY INC | Financial Services | 55,000.0 | $739K | 0.38% | NEW | — | $13.44 | +0.2% |
| 90 | TYL | TYLER TECHNOLOGIES INC | Technology | 1,548.0 | $703K | 0.36% | NEW | — | $453.95 | -23.2% |
| 91 | PANW | PALO ALTO NETWORKS INC | Technology | 3,697.0 | $681K | 0.35% | NEW | — | $184.20 | +83.0% |
| 92 | IEFA | ISHARES TR | — | 7,287.0 | $652K | 0.34% | NEW | — | $89.46 | +12.7% |
| 93 | IAU | ISHARES GOLD TR | Financial Services | 7,954.0 | $646K | 0.33% | NEW | — | $81.17 | +1.6% |
| 94 | IUSB | ISHARES TR | — | 13,558.0 | $631K | 0.33% | NEW | — | $46.54 | -2.8% |
| 95 | INTU | INTUIT | Technology | 942.0 | $624K | 0.32% | NEW | — | $662.42 | -52.2% |
| 96 | AXON | AXON ENTERPRISE INC | Industrials | 1,092.0 | $620K | 0.32% | NEW | — | $567.93 | -11.1% |
| 97 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 4,335.0 | $615K | 0.32% | NEW | — | $141.83 | +10.0% |
| 98 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 14,974.0 | $610K | 0.31% | NEW | — | $40.73 | +23.5% |
| 99 | WCC | WESCO INTL INC | Industrials | 2,455.0 | $601K | 0.31% | NEW | — | $244.64 | +48.7% |
| 100 | VGSH | VANGUARD SCOTTSDALE FDS | — | 10,040.0 | $590K | 0.30% | NEW | — | $58.73 | -1.4% |
① 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
29.1%
Technology
23.3%
Financial Services
16.4%
Healthcare
8.4%
Basic Materials
6.7%
Industrials
6.0%
Consumer Cyclical
3.6%
Utilities
2.5%
Consumer Defensive
2.1%
Energy
1.2%