17 CAPITAL PARTNERS, LLC
Registered adviserFiling Date
Global Rank
#6,046
/ 8,811
▲ 250
Top Industry
Internet Content & Information
25.9%
Period ended 4 months ago
Filed Aug 6, 2026 · 3mo
17 quarters · since Jun 2021
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$246,415,209
Main clients
Individuals and high net worth
(96% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $246,415,209 | Individuals and high net worth (96%) |
| Apr 2025 to Mar 2026 | $212,155,760 | Individuals and high net worth (97%) |
| Apr 2024 to Mar 2025 | $184,847,473 | Individuals and high net worth (98%) |
| May 2023 to Mar 2024 | $129,223,386 | Individuals and high net worth (97%) |
| Apr 2023 | $129,223,386 | Individuals and high net worth (97%) |
| Apr 2022 to Mar 2023 | $132,068,628 | Individuals and high net worth (97%) |
1 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 45.3%, 19.5 effective positions, active share 71.0% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
16.7% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 8.6 quarters (4 to under 12)
Closest benchmark: every 13F filer's combined book, active share 71.0%; sector active share 40.1% against the combined 13F book's sector weights.
Over time 17 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
172 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
17.4%
+1.7 pts
Top 5
37.6%
+9.8 pts
Top 10
45.2%
+9.4 pts
HHI
508
Diversified+155
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 37.0% | $82,125,119 |
| Communication Services | 17.7% | $39,205,395 |
| Technology | 16.2% | $36,012,403 |
| Financial Services | 7.5% | $16,739,409 |
| Industrials | 5.6% | $12,498,217 |
| Healthcare | 4.7% | $10,524,257 |
| Basic Materials | 4.5% | $10,028,148 |
| Consumer Defensive | 2.2% | $4,956,143 |
| Consumer Cyclical | 1.9% | $4,325,980 |
| Energy | 1.2% | $2,646,976 |
| Utilities | 0.9% | $1,927,439 |
| Real Estate | 0.4% | $937,478 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +13,494 | 15,252 | $1,822,919 | |
| VO | VANGUARD MID-CAP INDEX FUND | +11,984 | 15,735 | $1,267,768 | |
| EW | Edwards Lifesciences Corp | +10,954 | 20,990 | $1,898,755 | |
| IWF | iShares Russell 1000 Growth ETF | +9,875 | 12,797 | $1,589,003 | |
| CEW | WisdomTree Emerging Currency Strategy Fund | +3,848 | 23,492 | $453,630 | |
| BNDW | Vanguard Scottsdale Funds | +3,205 | 14,451 | $990,327 | |
| FBCG | Fidelity Covington Trust | +3,012 | 27,717 | $1,721,502 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | +2,998 | 17,019 | $854,864 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | +2,901 | 9,153 | $486,115 | |
| — | +2,525 | 29,993 | $567,767 | ||
| IQLT | iShares MSCI Intl Quality Factor ETF | +2,489 | 15,070 | $746,718 | |
| AAAU | Goldman Sachs Physical Gold ETF | +2,475 | 18,094 | $715,979 | |
| VXUS | Vanguard Total International Stock ETF | +2,332 | 5,029 | $429,929 | |
| BNDX | Vanguard Total International Bond ETF | +2,177 | 12,536 | $607,118 | |
| IVW | iShares S&P 500 Growth ETF | +2,097 | 32,775 | $4,507,545 | |
| PICB | Invesco International Corporate Bond ETF | +2,088 | 25,631 | $593,613 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | +2,068 | 69,782 | $7,024,953 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +2,055 | 13,468 | $783,837 | |
| IEMG | iShares Trust | +1,861 | 16,401 | $1,358,658 | |
| RDVY | First Trust Rising Dividend Achievers ETF | +1,741 | 30,518 | $2,473,789 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | +1,719 | 9,433 | $774,543 | |
| CII | BlackRock Enhanced Large Cap Core Fund, Inc. | +1,688 | 17,711 | $463,142 | |
| IEFA | iShares Core MSCI EAFE ETF | +1,649 | 10,173 | $982,508 | |
| JMOM | JPMorgan U.S. Momentum Factor ETF | +1,555 | 15,669 | $1,339,072 | |
| VIOO | VANGUARD S&P SMALL-CAP 600 INDEX FUND | +1,505 | 15,096 | $2,076,303 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BDN | Brandywine Realty Trust | −2,988 | 14,062 | $44,576 | |
| IUSB | iShares Core Universal USD Bond ETF | −2,677 | 22,177 | $1,023,468 | |
| MRVL | Marvell Technology, Inc. | −1,720 | 8,090 | $2,409,930 | |
| WFC | Wells Fargo & Company/Mn | −1,694 | 18,514 | $1,529,996 | |
| USFR | WisdomTree Floating Rate Treasury Fund | −894 | 9,197 | $463,068 | |
| AMD | Advanced Micro Devices Inc | −809 | 6,404 | $3,720,147 | |
| ELS | Equity Lifestyle Properties Inc | −800 | 8,135 | $524,300 | |
| MA | Mastercard Inc | −690 | 1,347 | $691,819 | |
| GOOGL | Alphabet Inc. | −637 | 20,005 | $7,149,186 | |
| FNDF | Schwab Fundamental International Equity ETF | −618 | 12,917 | $681,500 | |
| AIG | American International Group, Inc. | −581 | 14,381 | $1,071,815 | |
| BX | Blackstone Inc. | −556 | 7,345 | $864,286 | |
| NOK | Nokia Corp | −475 | 18,690 | $248,203 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | −442 | 13,319 | $1,259,577 | |
| AAPL | Apple Inc. | −283 | 11,509 | $3,330,244 | |
| NOW | ServiceNow, Inc. | −250 | 5,545 | $550,507 | |
| UBER | Uber Technologies, Inc | −248 | 20,437 | $1,474,733 | |
| MDT | Medtronic plc | −224 | 9,626 | $753,041 | |
| CVX | Chevron Corp | −186 | 6,780 | $1,123,852 | |
| V | Visa Inc. | −134 | 963 | $330,395 | |
| AMGN | Amgen Inc | −107 | 4,935 | $1,787,062 | |
| MSFT | Microsoft Corp | −101 | 10,574 | $3,944,313 | |
| IDXX | Idexx Laboratories Inc /De | −100 | 975 | $513,279 | |
| PEP | Pepsico Inc | −81 | 3,134 | $424,343 | |
| ECL | Ecolab Inc. | −60 | 5,960 | $1,660,515 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ROKU | Roku, Inc | 5,450 | $752,863 | |
| SAIA | Saia Inc | 1,410 | $593,835 | |
| REGN | Regeneron Pharmaceuticals, Inc. | 537 | $334,840 | |
| TXN | Texas Instruments Inc | 950 | $283,166 | |
| ODFL | Old Dominion Freight Line, Inc. | 1,235 | $267,501 | |
| IWO | iShares Russell 2000 Growth ETF | 550 | $216,678 | |
| ARM | Arm Holdings PLC /Uk | 610 | $216,287 | |
| UNP | Union Pacific Corp | 795 | $216,240 | |
| SCHB | Schwab U.S. Broad Market ETF | 7,104 | $205,731 | |
| IWR | iShares Russell Mid-Cap ETF | 1,837 | $202,657 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ATO | Atmos Energy Corp | 6,423 | $1,186,456 | |
| DHR | Danaher Corp /De/ | 5,476 | $1,038,249 | |
| VEEV | Veeva Systems Inc | 2,758 | $484,470 | |
| INTU | Intuit Inc. | 952 | $411,625 | |
| ORCL | Oracle Corp | 1,857 | $273,183 | |
| EWJ | iShares MSCI Japan ETF | 2,925 | $246,987 | |
| WMT | Walmart Inc. | 1,772 | $220,224 | |
| SCHD | Schwab U.S. Dividend Equity ETF | 6,653 | $204,114 | |
| No positions match the current search. | ||||
172 tracked positions ·
$221,926,964 total
· filing declares
176 positions · $221,927,151
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 172 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 44,106 | $24,844,468 | 11.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 20,005 | $7,149,186 | 3.22% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Added | 69,782 | $7,024,953 | 3.17% | |
| IVW |
iShares S&P 500 Growth ETF
|
Added | 32,775 | $4,507,545 | 2.03% | |
| MSFT |
Microsoft Corp
CALL
+ SHARES
Technology
|
Reduced | 11,674 | $4,354,635 | 1.96% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 11,249 | $3,974,609 | 1.79% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 6,404 | $3,720,147 | 1.68% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,509 | $3,330,244 | 1.50% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 3,087 | $3,019,456 | 1.36% | |
| IUSV |
iShares Core S&P U.S. Value ETF
|
Added | 26,157 | $2,881,193 | 1.30% | |
| IVE |
iShares S&P 500 Value ETF
|
Added | 12,165 | $2,762,184 | 1.24% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 13,634 | $2,728,027 | 1.23% | |
| PMMF |
|
Added | 26,042 | $2,612,273 | 1.18% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Added | 29,915 | $2,533,501 | 1.14% | |
| RDVY |
First Trust Rising Dividend Achievers ETF
|
Added | 30,518 | $2,473,789 | 1.11% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 8,090 | $2,409,930 | 1.09% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 3,483 | $2,392,159 | 1.08% | |
| SOXX |
iShares Semiconductor ETF
|
Added | 3,614 | $2,315,706 | 1.04% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 10,413 | $2,089,056 | 0.94% | |
| VIOO |
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
Added | 15,096 | $2,076,303 | 0.94% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
Held | 98,845 | $1,966,027 | 0.89% | |
| IWB |
iShares Russell 1000 ETF
|
Added | 4,797 | $1,964,371 | 0.89% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 6,386 | $1,918,673 | 0.86% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Added | 20,990 | $1,898,755 | 0.86% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 2,853 | $1,871,254 | 0.84% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 15,252 | $1,822,919 | 0.82% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 4,935 | $1,787,062 | 0.81% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 4,943 | $1,751,008 | 0.79% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Held | 3,013 | $1,737,597 | 0.78% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 9,389 | $1,734,993 | 0.78% | |
| FBCG |
Fidelity Covington Trust
|
Added | 27,717 | $1,721,502 | 0.78% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 5,960 | $1,660,515 | 0.75% | |
| SHW |
Sherwin Williams Co
CALL
+ SHARES
Basic Materials
|
Reduced | 4,816 | $1,658,245 | 0.75% | |
| MCHP |
Microchip Technology Inc
Technology
|
Held | 18,142 | $1,654,550 | 0.75% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 20,296 | $1,649,455 | 0.74% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 27,156 | $1,640,222 | 0.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,856 | $1,634,059 | 0.74% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Held | 3,516 | $1,613,000 | 0.73% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 12,797 | $1,589,003 | 0.72% | |
| VFH |
VANGUARD FINANCIALS INDEX FUND
|
Added | 12,070 | $1,588,412 | 0.72% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,113 | $1,556,013 | 0.70% | |
| XNTK |
State Street(R) SPDR(R) NYSE Technology ETF
|
Added | 3,941 | $1,539,551 | 0.69% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 18,514 | $1,529,996 | 0.69% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 2,028 | $1,518,748 | 0.68% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 6,143 | $1,512,529 | 0.68% | |
| TDY |
Teledyne Technologies Inc
Technology
|
Reduced | 2,250 | $1,500,525 | 0.68% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 20,437 | $1,474,733 | 0.66% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 7,428 | $1,415,182 | 0.64% | |
| GSLC |
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
Added | 9,748 | $1,383,143 | 0.62% | |
| IEMG |
iShares Trust
|
Added | 16,401 | $1,358,658 | 0.61% |
Showing the top 50 of 172 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.