17 CAPITAL PARTNERS, LLC

CIK 0001727407 · Q1 2026

13F Equity AUM

$194.2M

+0.1% QoQ

Positions

170

+12 QoQ

AUM Rank

#7,527

Top 61%

Skill Alpha (FF)

-6.3%/yr^ns

No Clear Edge

Rank #7,681 · Top 93%

vs S&P -7.6%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 23.6%Top 10: 30.9%Top 20: 41.1%

META13.0%

SGOV3.5%

GOOGL3.1%

MSFT2.2%

IVW1.8%

GOOG1.7%

AAPL1.5%

PH1.4%

IUSV1.4%

PMMF1.3%

Others (160)69.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services41.8%

Communication Services19.3%

Technology14.5%

Healthcare5.4%

Basic Materials5.0%

Industrials4.5%

Consumer Cyclical2.1%

Consumer Defensive2.1%

Other5.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 170Median: 0.42%Avg: 0.59%

0–0.5%

102(28.0%)

0.5–1%

53(35.4%)

1–3%

12(17.0%)

3–5%

2(6.6%)

5%+

1(13.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 168Unique: 2vs 20 funds

2.3%Low

170

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.2%

BANK OF AMERICA CORP /DE/

3.5%

3.3%

5.1%

3.6%

3.1%

VANGUARD CAPITAL MANAGEMENT LLC

2.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.2%

GEODE CAPITAL MANAGEMENT, LLC

2.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New23Increased95Decreased32Exited11

New Positions

CHV0.7%

+7K

MSI0.7%

+3K

VO0.6%

+4K

MCX0.4%

+17K

GEV0.4%

+943

GNRC0.4%

+4K

VYMI0.3%

+6K

PICB0.3%

+24K

IJR0.3%

+4K

TIPX0.3%

+27K

Increased

SGOV3.5%

+39K(+139%)

IUSB0.6%

+11K(+83%)

IVW1.8%

+8K(+36%)

IEMG0.5%

+7K(+85%)

BNDW0.4%

+7K(+141%)

EW0.4%

+3K(+50%)

NOK0.1%

+3K(+20%)

CEW0.2%

+3K(+17%)

VOO1.0%

+3K(+355%)

FBCG0.6%

+2K(+10%)

Decreased

SCHD0.1%

-35,585(-84%)

IEF0.7%

-20,698(-60%)

FNDF0.3%

-18,748(-58%)

IUSV1.4%

-4,153(-14%)

SHEL0.2%

-3,400(-49%)

MUFG0.9%

-3,400(-3%)

XLV0.4%

-3,332(-41%)

ATO0.6%

-2,633(-29%)

CTVA1.3%

-2,261(-7%)

AMZN0.7%

-1,920(-22%)

Exited

-30,970

-41,999

-3,964

-1,548

-1,832

-2,053

-2,603

-2,551

-102

-1,335

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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