17 CAPITAL PARTNERS, LLC

CIK 1727407 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$221.9M
#6.113 dari 9.443 berdasarkan nilai 13F · top 64.7%
Posisi
176
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +14.3% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
29,02%
Bobot 25 kepemilikan teratas
44,34%
Posisi di atas 1%
18
Jumlah posisi efektif
48,1

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 3,27% Perkiraan pembelian $16.025.537 · penjualan $6.796.132

Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 81,1% masih dipegang

Posisi baru
12
Meningkat
86
Menurun
52
Tertutup
8
Di halaman ini

Rincian sektor

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%
Lainnya/Tidak terpetakan
36,6%

Portofolio lengkap 176 posisi

Tipe Rentetan Tren 8 kuartal
META Meta Platforms, Inc. - Class A Common Stock $24.844.469 11,19% 44.106 $-390.469 Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock $7.149.187 3,22% 20.005 $1.213.373 Turun ×5
SGOV iShares 0-3 Month Treasury Bond ETF $7.024.954 3,17% 69.782 $208.863 Naik ×5
IVW $4.507.546 2,03% 32.775 $1.037.557 Naik ×2
GOOG Alphabet Inc. - Class C Capital Stock $3.974.609 1,79% 11.249 $736.246 Turun ×1
MSFT Microsoft Corporation - Common Stock $3.944.313 1,78% 10.574 $-7.252 Turun ×1
AMD Advanced Micro Devices, Inc. - Common Stock $3.720.148 1,68% 6.404 $2.252.807 Turun ×1
AAPL Apple Inc. - Common Stock $3.330.244 1,50% 11.509 $337.552 Turun ×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 Naik ×1
IVE $2.762.185 1,24% 12.165 $453.471 Naik ×2
NVDA NVIDIA Corporation - Common Stock $2.728.027 1,23% 13.634 $402.752 Naik ×4
PMMF iShares Prime Money Market ETF $2.612.273 1,18% 26.042 $98.667 Naik ×2
CTVA Corteva, Inc. Common Stock $2.533.501 1,14% 29.915 $31.325 Naik ×1
RDVY First Trust Rising Dividend Achievers ETF $2.473.789 1,11% 30.518 $508.895 Naik ×2
MRVL Marvell Technology, Inc. - Common Stock $2.409.930 1,09% 8.090 $1.438.249 Turun ×1
VOO $2.392.159 1,08% 3.483 $414.866 Naik ×3
SOXX SOXX $2.315.707 1,04% 3.614 $1.233.101 Naik ×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 Naik ×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 Naik ×2
IWM $1.918.674 0,86% 6.386 $448.282 Naik ×5
EW Edwards Lifesciences Corporation Common Stock $1.898.755 0,86% 20.990 $1.095.072 Naik ×2
SMH SMH $1.871.254 0,84% 2.853 $909.303 Naik ×6
VGT $1.822.919 0,82% 15.252 $596.327 Naik ×2
AMGN Amgen Inc. - Common Stock $1.787.062 0,81% 4.935 $13.034 Turun ×5
GD General Dynamics Corporation Common Stock $1.751.008 0,79% 4.943 $44.175 Turun ×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 Naik ×6
ECL Ecolab Inc. Common Stock $1.660.516 0,75% 5.960 $59.076 Turun ×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 Naik ×2
USB U.S. Bancorp Common Stock $1.640.222 0,74% 27.156 $225.186 Turun ×1
AMZN Amazon.com, Inc. - Common Stock $1.634.059 0,74% 6.856 $245.731 Naik ×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 Naik ×2
VFH $1.588.412 0,72% 12.070 $253.220 Naik ×6
QQQ Invesco QQQ Trust, Series 1 $1.556.013 0,70% 2.113 $365.868 Naik ×1
XNTK $1.539.552 0,69% 3.941 $630.245 Naik ×2
WFC Wells Fargo & Company Common Stock $1.529.997 0,69% 18.514 $-78.762 Turun ×2
IVV $1.518.749 0,68% 2.028 $238.457 Naik ×2
PNC PNC Financial Services Group, Inc. (The) Common Stock $1.512.529 0,68% 6.143 $232.359 Turun ×1
TDY Teledyne Technologies Incorporated Common Stock $1.500.525 0,68% 2.250 $138.647 Turun ×3
UBER Uber Technologies, Inc. Common Stock $1.474.734 0,66% 20.437 $-13.138 Turun ×1
XLK XLK $1.415.183 0,64% 7.428 $420.426 Turun ×1
GSLC $1.383.144 0,62% 9.748 $298.017 Naik ×6
IEMG $1.358.659 0,61% 16.401 $344.494 Naik ×2
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1.350.758 0,61% 1.770 $663.636 Naik ×2
JMOM $1.339.073 0,60% 15.669 $380.450 Naik ×6
PANW Palo Alto Networks, Inc. - Common Stock $1.337.480 0,60% 3.922 $732.753 Naik ×2
AVGO Broadcom Inc. - Common Stock $1.336.480 0,60% 3.538 $623.678 Naik ×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 Turun ×1
MSI Motorola Solutions, Inc. Common Stock $1.280.339 0,58% 3.083 $-68.006 Turun ×1
VO $1.267.769 0,57% 15.735 $190.557 Naik ×1
IEF iShares 7-10 Year Treasury Bond ETF $1.259.578 0,57% 13.319 $-53.772 Turun ×2
GEV GE Vernova Inc. Common Stock $1.245.352 0,56% 1.060 $422.207 Naik ×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 Naik ×2
SNPS Synopsys, Inc. - Common Stock $1.153.091 0,52% 2.585 $126.208 Turun ×1
APD Air Products and Chemicals, Inc. Common Stock $1.147.507 0,52% 3.914 $9.077 Turun ×1
ARKW $1.145.843 0,52% 7.910 $256.224 Naik ×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 Naik ×3
CVX Chevron Corporation Common Stock $1.123.853 0,51% 6.780 $-317.412 Turun ×1
CFR Cullen/Frost Bankers, Inc. Common Stock $1.097.247 0,49% 7.101 $122.608 Turun ×1
GNRC Generac Holdlings Inc. Common Stock $1.090.717 0,49% 3.725 $367.801 Naik ×1
AGG $1.087.790 0,49% 10.990 $142.144 Naik ×2
AIG American International Group, Inc. New Common Stock $1.071.816 0,48% 14.381 $-54.075 Turun ×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 Turun ×1
ADSK Autodesk, Inc. - Common Stock $998.152 0,45% 5.134 $-25.283 Naik ×2
BNDW Vanguard Total World Bond ETF $990.327 0,45% 14.451 $221.663 Naik ×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 Turun ×1
IEFA $982.508 0,44% 10.173 $210.830 Naik ×2
SPY SPY $889.403 0,40% 1.191 $105.093 Turun ×2
BX Blackstone Inc. Common Stock $864.286 0,39% 7.345 $-44.250 Turun ×1
XLV XLV $857.557 0,39% 5.405 $162.039 Naik ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $854.864 0,39% 17.019 $154.515 Naik ×2
ALC Alcon Inc. Ordinary Shares $854.317 0,38% 12.732 $-106.019 Turun ×1
LLY Eli Lilly and Company Common Stock $845.598 0,38% 705 $203.599 Naik ×2
MKC McCormick & Company, Incorporated Common Stock $843.829 0,38% 16.736 $-335
IAU $836.651 0,38% 11.080 $-7.834 Naik ×2
VTI $832.590 0,38% 2.250 $209.898 Naik ×2
LOW Lowe's Companies, Inc. Common Stock $826.617 0,37% 3.749 $-62.977 Turun ×1
VXF $817.663 0,37% 3.321 $216.315 Naik ×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 Turun ×1
USMV $786.824 0,35% 8.157 $148.866 Naik ×2
ADBE Adobe Inc. - Common Stock $783.996 0,35% 3.824 $-147.730 Turun ×1
VGSH Vanguard Short-Term Treasury ETF $783.838 0,35% 13.468 $115.721 Naik ×2
NBIX Neurocrine Biosciences, Inc. - Common Stock $775.261 0,35% 4.600 $171.233 Naik ×3
SHY iShares 1-3 Year Treasury Bond ETF $774.544 0,35% 9.433 $137.599 Naik ×2
TSM Taiwan Semiconductor Manufacturing Company Ltd. $766.977 0,35% 1.606 $231.664 Naik ×1
MDT Medtronic plc. Ordinary Shares $753.042 0,34% 9.626 $-100.461 Turun ×1
ROKU Roku, Inc. - Class A Common Stock $752.863 0,34% 5.450 Naik ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
SGOV $7.024.954 3,17% naik ×5
NVDA $2.728.027 1,23% naik ×4
VOO $2.392.159 1,08% naik ×3
SOXX $2.315.707 1,04% naik ×6
VIOO $2.076.304 0,94% naik ×6
IWM $1.918.674 0,86% naik ×5
SMH $1.871.254 0,84% naik ×6
FBCG $1.721.503 0,78% naik ×6
VFH $1.588.412 0,72% naik ×6
GSLC $1.383.144 0,62% naik ×6
JMOM $1.339.073 0,60% naik ×6
AVGO $1.336.480 0,60% naik ×3
XEL $1.133.354 0,51% naik ×3
BNDW $990.327 0,45% naik ×3
VXF $817.663 0,37% naik ×6

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
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%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
AMD Dipangkas -809 +$2.3M
MRVL Dipangkas -2K +$1.4M
SOXX Beli lebih banyak +320 +$1.2M
GOOGL Dipangkas -637 +$1.2M
EW Beli lebih banyak +11K +$1.1M
IVW Beli lebih banyak +2K +$1.0M
SMH Beli lebih banyak +344 +$909K
GOOG Dipangkas -40 +$736K
PANW Beli lebih banyak +150 +$733K
CRWD Beli lebih banyak +10 +$664K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
ANSS 30 Sep. 2025 4.489 $1.576.627 Tidak lagi dilacak
XYL 30 Juni 2025 12.492 $1.492.294 -10,6%
HON 31 Maret 2025 5.984 $1.351.726 10,9%
XLU 31 Maret 2026 30.970 $1.322.109 Tidak lagi dilacak
VDC 31 Des. 2025 6.177 $1.320.210 Tidak lagi dilacak
VO 30 Juni 2025 4.908 $1.269.307 Tidak lagi dilacak
ATO 30 Juni 2026 6.423 $1.186.457 -0,2%
CTRA 31 Maret 2026 41.999 $1.105.414 Tidak lagi dilacak
QQQ 30 Juni 2025 2.312 $1.084.143
DHR 30 Juni 2026 5.476 $1.038.250 12,6%
SPYG 31 Maret 2025 11.400 $1.002.060 Tidak lagi dilacak
WDAY 31 Maret 2026 3.964 $851.388 52,0%
FNGS 31 Des. 2025 12.145 $849.907 Tidak lagi dilacak
VYMI 30 Juni 2025 10.643 $784.283
BNDW 30 Juni 2025 11.382 $783.195
PICB 30 Juni 2025 33.544 $745.106 Tidak lagi dilacak
USFR 30 Juni 2025 14.716 $740.656 Tidak lagi dilacak
TYL 31 Maret 2026 1.548 $702.715 2,0%
TIPX 30 Juni 2025 36.496 $700.358 Tidak lagi dilacak
TTE 30 Juni 2025 10.335 $668.571 49,6%
IJR 30 Juni 2025 5.804 $606.924 Tidak lagi dilacak
CBSH 31 Des. 2025 9.595 $573.397 12,4%
PEN 31 Maret 2026 1.832 $569.587 -0,5%
CRM 31 Maret 2026 2.053 $543.860 10,2%
IEMG 30 Juni 2025 9.989 $539.106 Tidak lagi dilacak
XLRE 30 Juni 2025 12.747 $533.462 Tidak lagi dilacak
FISV 31 Des. 2025 4.059 $523.327 -23,5%
CSGP 31 Des. 2025 5.921 $499.555 -50,2%
VEEV 30 Juni 2026 2.758 $484.470 42,0%
CMG 31 Des. 2025 11.012 $431.560 -7,4%
INTU 30 Juni 2026 952 $411.626 38,7%
GLOB 30 Juni 2025 3.205 $377.293 -56,1%
TTD 30 Sep. 2025 4.819 $346.920 -72,5%
STZ 31 Des. 2025 2.429 $327.113 -4,1%
SHV 31 Maret 2026 2.603 $286.720
ORCL 30 Juni 2026 1.857 $273.183 -2,7%
IWP 31 Des. 2025 1.790 $254.914 Tidak lagi dilacak
EWJ 30 Juni 2026 2.925 $246.987 Tidak lagi dilacak
EFA 31 Maret 2025 3.199 $241.876 Tidak lagi dilacak
PFF 31 Des. 2025 7.487 $236.739
FCPI 31 Des. 2025 4.710 $235.991 Tidak lagi dilacak
BLK 30 Juni 2025 238 $225.262 9,8%
XLE 31 Maret 2025 2.600 $222.716 Tidak lagi dilacak
WMT 30 Juni 2026 1.772 $220.224 -7,9%
SCHB 31 Des. 2025 8.547 $219.743 Tidak lagi dilacak
TEAM 31 Maret 2026 1.335 $216.457 157,5%
BK 31 Maret 2026 1.807 $209.775 Tidak lagi dilacak
IWR 30 Sep. 2025 2.277 $209.416 Tidak lagi dilacak
SNPS 31 Maret 2025 431 $209.190 -7,4%
COST 30 Sep. 2025 211 $208.877 1,3%
HDB 30 Sep. 2025 2.700 $207.009 -32,0%
MELI 31 Maret 2026 102 $205.455 10,9%
SCHD 30 Juni 2026 6.653 $204.114 Tidak lagi dilacak
IWR 31 Maret 2025 2.277 $201.287 Tidak lagi dilacak
IWO 31 Maret 2025 695 $200.035 Tidak lagi dilacak
APH 31 Maret 2025 2.880 $200.016 134,3%
BCOV 31 Maret 2025 14.081 $61.252 Tidak lagi dilacak