17 CAPITAL PARTNERS, LLC

CIK

1727407

Location

PHEONIX, AZ

Portfolio Value

Small $148,802,629

Diversification

Diversified

Filing Date

Global Rank

#5,241 / 8,689 ▲ 110

Top Industry

Internet Content & Information 25.9%

3Y Alpha vs SPY

+18.6%

Period ended 2 months ago

Filed Aug 6, 2026 · 30d

17 quarters · since Jun 2021

Clone Performance

Sep 2023–Sep 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+167.4%

SPY

+72.1%

Annualised alpha

+19.0%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

111 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.7%

−2.1 pts

Top 5

31.8%

−1.3 pts

Top 10

40.4%

−0.3 pts

HHI

416

Diversified−60

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Communication Services	26.3%	$39,205,395	7
Technology	24.2%	$36,012,403	25
Financial Services	11.2%	$16,739,409	16
Industrials	8.4%	$12,498,217	14
Healthcare	7.1%	$10,524,257	13
Basic Materials	6.7%	$10,028,148	6
Unclassified	6.0%	$9,000,784	10
Consumer Defensive	3.3%	$4,956,143	7
Consumer Cyclical	2.9%	$4,325,980	5
Energy	1.8%	$2,646,976	3
Utilities	1.3%	$1,927,439	2
Real Estate	0.6%	$937,478	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EW	Edwards Lifesciences Corp	+10,954	20,990	$1,898,755
SHEL	Shell plc	+3,400	6,886	$533,940
BNDW	Vanguard Total World Bond ETF	+3,205	14,451	$990,327
FBCG	Fidelity Blue Chip Growth ETF	+3,012	27,717	$1,721,502
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
PEP	Pepsico Inc	+1,919	5,134	$695,143
CII	BlackRock Enhanced Large Cap Core Fund, Inc.	+1,688	17,711	$463,142
IAU	Ishares Gold Trust	+1,501	11,080	$836,650
AVGO	Broadcom Inc.	+1,235	3,538	$1,336,479
ADSK	Autodesk, Inc.	+859	5,134	$998,152
FXF	Invesco CurrencyShares Swiss Franc Trust	+613	4,000	$436,200
VXF	Vanguard Extended Market ETF	+399	3,321	$817,663
NVDA	Nvidia Corp	+301	13,634	$2,728,027
AMZN	Amazon Com Inc	+190	6,856	$1,634,059
PANW	Palo Alto Networks Inc	+150	3,922	$1,337,480
XEL	Xcel Energy Inc	+137	14,114	$1,133,354
GEV	GE Vernova Inc.	+117	1,060	$1,245,351
BUD	Anheuser-Busch InBev SA/NV	+70	3,220	$265,328
HSY	Hershey Co	+61	1,511	$265,104
QQQ	Invesco Qqq Trust, Series 1	+51	2,113	$1,556,013
AZN	Astrazeneca PLC	+45	1,472	$279,120
BAC	Bank Of America Corp /De/	+38	5,993	$341,481
GNRC	Generac Holdings Inc.	+24	3,725	$1,090,717
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BDN	Brandywine Realty Trust	−2,988	14,062	$44,576
MRVL	Marvell Technology, Inc.	−1,720	8,090	$2,409,930
WFC	Wells Fargo & Company/Mn	−1,694	18,514	$1,529,996
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.	−677	31,254	$11,123,795
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
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	11,674	$4,354,635
SHW	Sherwin Williams Co	−100	4,816	$1,658,245
IDXX	Idexx Laboratories Inc /De	−100	975	$513,279
ECL	Ecolab Inc.	−60	5,960	$1,660,515
ABBV	AbbVie Inc.	−58	1,218	$306,497
USB	US Bancorp \De\	−51	27,156	$1,640,222
ISRG	Intuitive Surgical Inc	−50	1,717	$682,816
AWK	American Water Works Company, Inc.	−40	6,035	$794,085
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
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
ARM	Arm Holdings PLC /Uk	610	$216,287
UNP	Union Pacific Corp	795	$216,240
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
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
WMT	Walmart Inc.	1,772	$220,224
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

111 tracked positions · $148,802,629 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 111 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
META	Meta Platforms, Inc. Communication Services	Reduced	44,106	-1	$24,844,468	−1.5%	16.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	31,254	-677	$11,123,795	+21.3%	7.48%
MSFT	Microsoft Corp CALL + SHARES Technology	Reduced	11,674	-101	$4,354,635	−0.1%	2.93%
AMD	Advanced Micro Devices Inc Technology	Reduced	6,404	-809	$3,720,147	+153.5%	2.50%
AAPL	Apple Inc. Technology	Reduced	11,509	-283	$3,330,244	+11.3%	2.24%
PH	Parker-Hannifin Corp Industrials	Held	3,087	0	$3,019,456	+9.3%	2.03%
NVDA	Nvidia Corp Technology	Added	13,634	+301	$2,728,027	+17.3%	1.83%
CTVA	Corteva, Inc. Basic Materials	Added	29,915	+24	$2,533,501	+1.3%	1.70%
MRVL	Marvell Technology, Inc. Technology	Reduced	8,090	-1,720	$2,409,930	+148.0%	1.62%
COF	Capital One Financial Corp Financial Services	Held	10,413	0	$2,089,056	+10.0%	1.40%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Held	98,845	0	$1,966,027	+17.2%	1.32%
EW	Edwards Lifesciences Corp Healthcare	Added	20,990	+10,954	$1,898,755	+136.3%	1.28%
AMGN	Amgen Inc Healthcare	Reduced	4,935	-107	$1,787,062	+0.7%	1.20%
GD	General Dynamics Corp Industrials	Reduced	4,943	-30	$1,751,008	+2.6%	1.18%
MLM	Martin Marietta Materials Inc Basic Materials	Held	3,013	0	$1,737,597	−2.0%	1.17%
QCOM	Qualcomm Inc/De Technology	Held	9,389	0	$1,734,993	+43.5%	1.17%
FBCG	Fidelity Blue Chip Growth ETF	Added	27,717	+3,012	$1,721,502	+39.0%	1.16%
ECL	Ecolab Inc. Basic Materials	Reduced	5,960	-60	$1,660,515	+3.7%	1.12%
SHW	Sherwin Williams Co CALL + SHARES Basic Materials	Reduced	4,816	-100	$1,658,245	+5.2%	1.11%
MCHP	Microchip Technology Inc Technology	Held	18,142	0	$1,654,550	+41.2%	1.11%
KO	Coca Cola Co Consumer Defensive	Added	20,296	+7	$1,649,455	+6.9%	1.11%
USB	US Bancorp \De\ Financial Services	Reduced	27,156	-51	$1,640,222	+15.9%	1.10%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,856	+190	$1,634,059	+17.7%	1.10%
AMP	Ameriprise Financial Inc Financial Services	Held	3,516	0	$1,613,000	+3.2%	1.08%
QQQ	Invesco Qqq Trust, Series 1	Added	2,113	+51	$1,556,013	+30.7%	1.05%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	18,514	-1,694	$1,529,996	−4.9%	1.03%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	6,143	-9	$1,512,529	+18.2%	1.02%
TDY	Teledyne Technologies Inc Technology	Reduced	2,250	-1	$1,500,525	+10.2%	1.01%
UBER	Uber Technologies, Inc Technology	Reduced	20,437	-248	$1,474,733	−0.9%	0.99%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,770	+10	$1,350,757	+96.6%	0.91%
PANW	Palo Alto Networks Inc Technology	Added	3,922	+150	$1,337,480	+121.2%	0.90%
AVGO	Broadcom Inc. Technology	Added	3,538	+1,235	$1,336,479	+87.5%	0.90%
SONY	Sony Group Corp Technology	Held	66,110	0	$1,326,166	−3.1%	0.89%
RPM	Rpm International Inc/De/ Basic Materials	Reduced	11,613	-37	$1,290,784	+11.5%	0.87%
MSI	Motorola Solutions, Inc. Technology	Reduced	3,083	-24	$1,280,339	−5.0%	0.86%
GEV	GE Vernova Inc. Industrials	Added	1,060	+117	$1,245,351	+51.3%	0.84%
LEN	Lennar Corp /New/ Consumer Cyclical	Held	13,434	0	$1,215,642	+4.2%	0.82%
WCC	Wesco International Inc Industrials	Added	3,408	+3	$1,177,225	+26.4%	0.79%
SNPS	Synopsys Inc Technology	Reduced	2,585	-5	$1,153,090	+12.3%	0.77%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	3,914	-5	$1,147,506	+0.8%	0.77%
XEL	Xcel Energy Inc Utilities	Added	14,114	+137	$1,133,354	+2.1%	0.76%
CVX	Chevron Corp Energy	Reduced	6,780	-186	$1,123,852	−22.0%	0.76%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Reduced	7,101	-9	$1,097,246	+12.6%	0.74%
GNRC	Generac Holdings Inc. Industrials	Added	3,725	+24	$1,090,717	+50.9%	0.73%
AIG	American International Group, Inc. Financial Services	Reduced	14,381	-581	$1,071,815	−4.8%	0.72%
OSK	Oshkosh Corp Industrials	Held	6,913	0	$1,061,007	+4.3%	0.71%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	7,066	0	$1,036,158	+1.5%	0.70%
ADSK	Autodesk, Inc. Technology	Added	5,134	+859	$998,152	−2.5%	0.67%
BNDW	Vanguard Total World Bond ETF	Added	14,451	+3,205	$990,327	+28.8%	0.67%
MRK	Merck & Co., Inc. Healthcare	Held	7,704	0	$989,964	+6.8%	0.67%

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.