17 CAPITAL PARTNERS, LLC
CIK 1727407 · View on SEC EDGAR ↗
- Portfolio value
- $221.9M
- Positions
- 176
- As of
- June 30, 2026
#6,113 of 9,443 by 13F value · top 64.7%
Portfolio value QoQ: +14.3% 13F does not disclose cash
- Top 10 holdings weight
- 29.02%
- Top 25 holdings weight
- 44.34%
- Positions above 1%
- 18
- Effective number of positions
- 48.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.27% Est. buys $16,025,537 · sells $6,796,132
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 81.1% still held
- New positions
- 12
- Increased
- 86
- Decreased
- 52
- Closed
- 8
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Communication Services
17.0%
Technology
13.3%
Industrials
7.8%
Healthcare
4.7%
Financials
4.4%
Materials
3.7%
Financial Services
3.0%
Consumer Staples
1.7%
Consumer products
1.6%
Retail
1.3%
Energy
1.2%
Consumer Discretionary
1.0%
Utilities
0.9%
Communications
0.7%
Telecommunication
0.6%
Real Estate
0.4%
Other/Unmapped
36.6%
Full portfolio 176 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| META Meta Platforms, Inc. - Class A Common Stock | $24,844,469 | 11.19% | 44,106 | $-390,469 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $7,149,187 | 3.22% | 20,005 | $1,213,373 | Down ×5 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $7,024,954 | 3.17% | 69,782 | $208,863 | Up ×5 | ||
| IVW | $4,507,546 | 2.03% | 32,775 | $1,037,557 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,974,609 | 1.79% | 11,249 | $736,246 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $3,944,313 | 1.78% | 10,574 | $-7,252 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $3,720,148 | 1.68% | 6,404 | $2,252,807 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $3,330,244 | 1.50% | 11,509 | $337,552 | Down ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $3,019,456 | 1.36% | 3,087 | $255,850 | |||
| IUSV iShares Core S&P U.S. Value ETF | $2,881,194 | 1.30% | 26,157 | $257,152 | Up ×1 | ||
| IVE | $2,762,185 | 1.24% | 12,165 | $453,471 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,728,027 | 1.23% | 13,634 | $402,752 | Up ×4 | ||
| PMMF iShares Prime Money Market ETF | $2,612,273 | 1.18% | 26,042 | $98,667 | Up ×2 | ||
| CTVA Corteva, Inc. Common Stock | $2,533,501 | 1.14% | 29,915 | $31,325 | Up ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $2,473,789 | 1.11% | 30,518 | $508,895 | Up ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $2,409,930 | 1.09% | 8,090 | $1,438,249 | Down ×1 | ||
| VOO | $2,392,159 | 1.08% | 3,483 | $414,866 | Up ×3 | ||
| SOXX SOXX | $2,315,707 | 1.04% | 3,614 | $1,233,101 | Up ×6 | ||
| COF Capital One Financial Corporation Common Stock | $2,089,056 | 0.94% | 10,413 | $189,412 | |||
| VIOO | $2,076,304 | 0.94% | 15,096 | $515,649 | Up ×6 | ||
| MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock | $1,966,027 | 0.89% | 98,845 | $288,627 | |||
| IWB | $1,964,372 | 0.89% | 4,797 | $345,233 | Up ×2 | ||
| IWM | $1,918,674 | 0.86% | 6,386 | $448,282 | Up ×5 | ||
| EW Edwards Lifesciences Corporation Common Stock | $1,898,755 | 0.86% | 20,990 | $1,095,072 | Up ×2 | ||
| SMH SMH | $1,871,254 | 0.84% | 2,853 | $909,303 | Up ×6 | ||
| VGT | $1,822,919 | 0.82% | 15,252 | $596,327 | Up ×2 | ||
| AMGN Amgen Inc. - Common Stock | $1,787,062 | 0.81% | 4,935 | $13,034 | Down ×5 | ||
| GD General Dynamics Corporation Common Stock | $1,751,008 | 0.79% | 4,943 | $44,175 | Down ×1 | ||
| MLM Martin Marietta Materials, Inc. Common Stock | $1,737,597 | 0.78% | 3,013 | $-36,096 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $1,734,993 | 0.78% | 9,389 | $525,878 | |||
| FBCG | $1,721,503 | 0.78% | 27,717 | $483,288 | Up ×6 | ||
| ECL Ecolab Inc. Common Stock | $1,660,516 | 0.75% | 5,960 | $59,076 | Down ×1 | ||
| MCHP Microchip Technology Incorporated - Common Stock | $1,654,550 | 0.75% | 18,142 | $482,395 | |||
| KO Coca-Cola Company (The) Common Stock | $1,649,456 | 0.74% | 20,296 | $106,478 | Up ×2 | ||
| USB U.S. Bancorp Common Stock | $1,640,222 | 0.74% | 27,156 | $225,186 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,634,059 | 0.74% | 6,856 | $245,731 | Up ×1 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $1,613,000 | 0.73% | 3,516 | $50,490 | |||
| IWF | $1,589,003 | 0.72% | 12,797 | $343,062 | Up ×2 | ||
| VFH | $1,588,412 | 0.72% | 12,070 | $253,220 | Up ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,556,013 | 0.70% | 2,113 | $365,868 | Up ×1 | ||
| XNTK | $1,539,552 | 0.69% | 3,941 | $630,245 | Up ×2 | ||
| WFC Wells Fargo & Company Common Stock | $1,529,997 | 0.69% | 18,514 | $-78,762 | Down ×2 | ||
| IVV | $1,518,749 | 0.68% | 2,028 | $238,457 | Up ×2 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $1,512,529 | 0.68% | 6,143 | $232,359 | Down ×1 | ||
| TDY Teledyne Technologies Incorporated Common Stock | $1,500,525 | 0.68% | 2,250 | $138,647 | Down ×3 | ||
| UBER Uber Technologies, Inc. Common Stock | $1,474,734 | 0.66% | 20,437 | $-13,138 | Down ×1 | ||
| XLK XLK | $1,415,183 | 0.64% | 7,428 | $420,426 | Down ×1 | ||
| GSLC | $1,383,144 | 0.62% | 9,748 | $298,017 | Up ×6 | ||
| IEMG | $1,358,659 | 0.61% | 16,401 | $344,494 | Up ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1,350,758 | 0.61% | 1,770 | $663,636 | Up ×2 | ||
| JMOM | $1,339,073 | 0.60% | 15,669 | $380,450 | Up ×6 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1,337,480 | 0.60% | 3,922 | $732,753 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1,336,480 | 0.60% | 3,538 | $623,678 | Up ×3 | ||
| SONY Sony Group Corporation American Depositary Shares | $1,326,167 | 0.60% | 66,110 | $-42,310 | |||
| RPM RPM International Inc. Common Stock | $1,290,785 | 0.58% | 11,613 | $132,775 | Down ×1 | ||
| MSI Motorola Solutions, Inc. Common Stock | $1,280,339 | 0.58% | 3,083 | $-68,006 | Down ×1 | ||
| VO | $1,267,769 | 0.57% | 15,735 | $190,557 | Up ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $1,259,578 | 0.57% | 13,319 | $-53,772 | Down ×2 | ||
| GEV GE Vernova Inc. Common Stock | $1,245,352 | 0.56% | 1,060 | $422,207 | Up ×1 | ||
| LEN Lennar Corporation Class A Common Stock | $1,215,643 | 0.55% | 13,434 | $49,034 | |||
| WCC WESCO International, Inc. Common Stock | $1,177,225 | 0.53% | 3,408 | $245,549 | Up ×2 | ||
| SNPS Synopsys, Inc. - Common Stock | $1,153,091 | 0.52% | 2,585 | $126,208 | Down ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $1,147,507 | 0.52% | 3,914 | $9,077 | Down ×1 | ||
| ARKW | $1,145,843 | 0.52% | 7,910 | $256,224 | Up ×2 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $1,141,765 | 0.51% | 3,316 | $78,821 | |||
| XEL Xcel Energy Inc. - Common Stock | $1,133,354 | 0.51% | 14,114 | $23,021 | Up ×3 | ||
| CVX Chevron Corporation Common Stock | $1,123,853 | 0.51% | 6,780 | $-317,412 | Down ×1 | ||
| CFR Cullen/Frost Bankers, Inc. Common Stock | $1,097,247 | 0.49% | 7,101 | $122,608 | Down ×1 | ||
| GNRC Generac Holdlings Inc. Common Stock | $1,090,717 | 0.49% | 3,725 | $367,801 | Up ×1 | ||
| AGG | $1,087,790 | 0.49% | 10,990 | $142,144 | Up ×2 | ||
| AIG American International Group, Inc. New Common Stock | $1,071,816 | 0.48% | 14,381 | $-54,075 | Down ×3 | ||
| OSK Oshkosh Corporation (Holding Company)Common Stock | $1,061,007 | 0.48% | 6,913 | $43,344 | |||
| PG Procter & Gamble Company (The) Common Stock | $1,036,158 | 0.47% | 7,066 | $15,545 | |||
| IUSB iShares Core Universal USD Bond ETF | $1,023,469 | 0.46% | 22,177 | $-124,537 | Down ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $998,152 | 0.45% | 5,134 | $-25,283 | Up ×2 | ||
| BNDW Vanguard Total World Bond ETF | $990,327 | 0.45% | 14,451 | $221,663 | Up ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $989,964 | 0.45% | 7,704 | $63,250 | |||
| TTE TotalEnergies SE Ordinary Shares | $989,185 | 0.45% | 12,721 | $-171,538 | Down ×1 | ||
| IEFA | $982,508 | 0.44% | 10,173 | $210,830 | Up ×2 | ||
| SPY SPY | $889,403 | 0.40% | 1,191 | $105,093 | Down ×2 | ||
| BX Blackstone Inc. Common Stock | $864,286 | 0.39% | 7,345 | $-44,250 | Down ×1 | ||
| XLV XLV | $857,557 | 0.39% | 5,405 | $162,039 | Up ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $854,864 | 0.39% | 17,019 | $154,515 | Up ×2 | ||
| ALC Alcon Inc. Ordinary Shares | $854,317 | 0.38% | 12,732 | $-106,019 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $845,598 | 0.38% | 705 | $203,599 | Up ×2 | ||
| MKC McCormick & Company, Incorporated Common Stock | $843,829 | 0.38% | 16,736 | $-335 | |||
| IAU | $836,651 | 0.38% | 11,080 | $-7,834 | Up ×2 | ||
| VTI | $832,590 | 0.38% | 2,250 | $209,898 | Up ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $826,617 | 0.37% | 3,749 | $-62,977 | Down ×1 | ||
| VXF | $817,663 | 0.37% | 3,321 | $216,315 | Up ×6 | ||
| NFLX Netflix, Inc. - Common Stock | $800,108 | 0.36% | 11,206 | $-277,349 | |||
| AWK American Water Works Company, Inc. Common Stock | $794,085 | 0.36% | 6,035 | $-32,662 | Down ×1 | ||
| USMV | $786,824 | 0.35% | 8,157 | $148,866 | Up ×2 | ||
| ADBE Adobe Inc. - Common Stock | $783,996 | 0.35% | 3,824 | $-147,730 | Down ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $783,838 | 0.35% | 13,468 | $115,721 | Up ×2 | ||
| NBIX Neurocrine Biosciences, Inc. - Common Stock | $775,261 | 0.35% | 4,600 | $171,233 | Up ×3 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $774,544 | 0.35% | 9,433 | $137,599 | Up ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $766,977 | 0.35% | 1,606 | $231,664 | Up ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $753,042 | 0.34% | 9,626 | $-100,461 | Down ×1 | ||
| ROKU Roku, Inc. - Class A Common Stock | $752,863 | 0.34% | 5,450 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SGOV | $7,024,954 | 3.17% | up ×5 |
| NVDA | $2,728,027 | 1.23% | up ×4 |
| VOO | $2,392,159 | 1.08% | up ×3 |
| SOXX | $2,315,707 | 1.04% | up ×6 |
| VIOO | $2,076,304 | 0.94% | up ×6 |
| IWM | $1,918,674 | 0.86% | up ×5 |
| SMH | $1,871,254 | 0.84% | up ×6 |
| FBCG | $1,721,503 | 0.78% | up ×6 |
| VFH | $1,588,412 | 0.72% | up ×6 |
| GSLC | $1,383,144 | 0.62% | up ×6 |
| JMOM | $1,339,073 | 0.60% | up ×6 |
| AVGO | $1,336,480 | 0.60% | up ×3 |
| XEL | $1,133,354 | 0.51% | up ×3 |
| BNDW | $990,327 | 0.45% | up ×3 |
| VXF | $817,663 | 0.37% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| ROKU | $752,863 | 5,450 | 0.34% |
| SAIA | $593,836 | 1,410 | 0.27% |
| REGN | $334,841 | 537 | 0.15% |
| TXN | $283,167 | 950 | 0.13% |
| PEP | $270,800 | 2,000 | 0.12% |
| ODFL | $267,501 | 1,235 | 0.12% |
| SHEL | $263,636 | 3,400 | 0.12% |
| IWO | $216,678 | 550 | 0.10% |
| ARM | $216,288 | 610 | 0.10% |
| UNP | $216,240 | 795 | 0.10% |
| SCHB | $205,732 | 7,104 | 0.09% |
| IWR | $202,658 | 1,837 | 0.09% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ANSS | Sept. 30, 2025 | 4,489 | $1,576,627 | No longer tracked |
| XYL | June 30, 2025 | 12,492 | $1,492,294 | -10.6% |
| HON | March 31, 2025 | 5,984 | $1,351,726 | 10.9% |
| XLU | March 31, 2026 | 30,970 | $1,322,109 | No longer tracked |
| VDC | Dec. 31, 2025 | 6,177 | $1,320,210 | No longer tracked |
| VO | June 30, 2025 | 4,908 | $1,269,307 | No longer tracked |
| ATO | June 30, 2026 | 6,423 | $1,186,457 | -0.2% |
| CTRA | March 31, 2026 | 41,999 | $1,105,414 | No longer tracked |
| QQQ | June 30, 2025 | 2,312 | $1,084,143 | |
| DHR | June 30, 2026 | 5,476 | $1,038,250 | 12.6% |
| SPYG | March 31, 2025 | 11,400 | $1,002,060 | No longer tracked |
| WDAY | March 31, 2026 | 3,964 | $851,388 | 52.0% |
| FNGS | Dec. 31, 2025 | 12,145 | $849,907 | No longer tracked |
| VYMI | June 30, 2025 | 10,643 | $784,283 | |
| BNDW | June 30, 2025 | 11,382 | $783,195 | |
| PICB | June 30, 2025 | 33,544 | $745,106 | No longer tracked |
| USFR | June 30, 2025 | 14,716 | $740,656 | No longer tracked |
| TYL | March 31, 2026 | 1,548 | $702,715 | 2.0% |
| TIPX | June 30, 2025 | 36,496 | $700,358 | No longer tracked |
| TTE | June 30, 2025 | 10,335 | $668,571 | 49.6% |
| IJR | June 30, 2025 | 5,804 | $606,924 | No longer tracked |
| CBSH | Dec. 31, 2025 | 9,595 | $573,397 | 12.4% |
| PEN | March 31, 2026 | 1,832 | $569,587 | -0.5% |
| CRM | March 31, 2026 | 2,053 | $543,860 | 10.2% |
| IEMG | June 30, 2025 | 9,989 | $539,106 | No longer tracked |
| XLRE | June 30, 2025 | 12,747 | $533,462 | No longer tracked |
| FISV | Dec. 31, 2025 | 4,059 | $523,327 | -23.5% |
| CSGP | Dec. 31, 2025 | 5,921 | $499,555 | -50.2% |
| VEEV | June 30, 2026 | 2,758 | $484,470 | 42.0% |
| CMG | Dec. 31, 2025 | 11,012 | $431,560 | -7.4% |
| INTU | June 30, 2026 | 952 | $411,626 | 38.7% |
| GLOB | June 30, 2025 | 3,205 | $377,293 | -56.1% |
| TTD | Sept. 30, 2025 | 4,819 | $346,920 | -72.5% |
| STZ | Dec. 31, 2025 | 2,429 | $327,113 | -4.1% |
| SHV | March 31, 2026 | 2,603 | $286,720 | |
| ORCL | June 30, 2026 | 1,857 | $273,183 | -2.7% |
| IWP | Dec. 31, 2025 | 1,790 | $254,914 | No longer tracked |
| EWJ | June 30, 2026 | 2,925 | $246,987 | No longer tracked |
| EFA | March 31, 2025 | 3,199 | $241,876 | No longer tracked |
| PFF | Dec. 31, 2025 | 7,487 | $236,739 | |
| FCPI | Dec. 31, 2025 | 4,710 | $235,991 | No longer tracked |
| BLK | June 30, 2025 | 238 | $225,262 | 9.8% |
| XLE | March 31, 2025 | 2,600 | $222,716 | No longer tracked |
| WMT | June 30, 2026 | 1,772 | $220,224 | -7.9% |
| SCHB | Dec. 31, 2025 | 8,547 | $219,743 | No longer tracked |
| TEAM | March 31, 2026 | 1,335 | $216,457 | 157.5% |
| BK | March 31, 2026 | 1,807 | $209,775 | No longer tracked |
| IWR | Sept. 30, 2025 | 2,277 | $209,416 | No longer tracked |
| SNPS | March 31, 2025 | 431 | $209,190 | -7.4% |
| COST | Sept. 30, 2025 | 211 | $208,877 | 1.3% |
| HDB | Sept. 30, 2025 | 2,700 | $207,009 | -32.0% |
| MELI | March 31, 2026 | 102 | $205,455 | 10.9% |
| SCHD | June 30, 2026 | 6,653 | $204,114 | No longer tracked |
| IWR | March 31, 2025 | 2,277 | $201,287 | No longer tracked |
| IWO | March 31, 2025 | 695 | $200,035 | No longer tracked |
| APH | March 31, 2025 | 2,880 | $200,016 | 134.3% |
| BCOV | March 31, 2025 | 14,081 | $61,252 | No longer tracked |