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17 CAPITAL PARTNERS, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1727407
Institutional-grade research for retail investors

Sector Allocation

  • Other35.1%$77.3M
  • Technology32.8%$72.4M
  • Financials10.1%$22.2M
  • Industrials5.0%$11.0M
  • Healthcare4.8%$10.5M
  • Materials3.4%$7.4M
  • Consumer Staples3.3%$7.2M
  • Consumer Discretionary1.8%$3.9M
  • Communication Services1.5%$3.2M
  • Energy1.1%$2.4M

AUM History

13fpro.ai/research/fund/17-capital-partners-llc-1727407

Conviction and streaks

Diversifying · top 10 = 29.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

  • METAMETA
    $24.8M
  • GOOGLGOOGL
    $7.1M
  • ISHARES
    $7.0M
  • ISHARES
    $4.5M
  • GOOGGOOG
    $4.0M
  • MSFTMSFT
    $3.9M
  • AMDAMD
    $3.7M
  • AAPLAAPL
    $3.3M
  • PHPH
    $3.0M
  • ISHARES
    $2.9M
  • ISHARES
    $2.8M
  • NVDANVDA
    $2.7M
  • BLACKROCK
    $2.6M
  • CTVACTVA
    $2.5M
  • FIRST
    $2.5M
  • MRVLMRVL
    $2.4M
  • VANGUARD
    $2.4M
  • ISHARES
    $2.3M
  • COFCOF
    $2.1M
  • VANGUARD
    $2.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/17-capital-partners-llc-1727407

17 CAPITAL PARTNERS, LLC 13F holdings — Q2 2026

$221.9M portfolio (+14.3% QoQ) · 176 holdings · Q2 2026 13F · top 10 are 29% of the stock portfolio

Includes $1.5M of put/call options ($0 puts, $1.5M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $220.5M. Weights use the stock portfolio.

All holdings — 17 CAPITAL PARTNERS, LLC (Q2 2026)

176 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— ISHARES TR - S&P 500 VAL ETFetf/fund$2.8M+11%
NVDA$NVDANVIDIA CORP$2.7M+2%
— BLACKROCK ETF TRUST - ISHA PR MONE ETFetf/fund$2.6M+4%
CTVA$CTVACorteva, Inc.$2.5M+0.1%
— FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV$2.5M+6%
MRVL$MRVLMarvell Technology, Inc.$2.4M-18%
— VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund$2.4M+5%
— ISHARES TR - ISHARES SEMICDTRetf/fund$2.3M+10%
COF$COFCAPITAL ONE FINANCIAL CORP$2.1M—
— VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDXetf/fund$2.1M+11%
MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INCadr$2.0M—
— ISHARES TR - RUS 1000 ETFetf/fund$2.0M+6%
— ISHARES TR - RUSSELL 2000 ETFetf/fund$1.9M+8%
EW$EWEdwards Lifesciences Corp$1.9M+109%
— VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund$1.9M+14%

What changed in Q2 2026

Against the previous quarter's 13F: 12 new, 86 added to, 52 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.

New positions (12)

  • ROKU$ROKUROKU, INC$753K

    first bought this quarter

  • SAIA$SAIASAIA INC$594K

    first bought this quarter

  • REGN$REGNREGENERON PHARMACEUTICALS, INC.$335K

    first bought this quarter

  • TXN$TXNTEXAS INSTRUMENTS INC$283K

    first bought this quarter

  • PEP$PEPCALLPEPSICO INC$271K

    first bought this quarter

  • ODFL$ODFLOLD DOMINION FREIGHT LINE, INC.$268K

    first bought this quarter

+6 more in the Excel export

Added to (86)

  • VANGUARD WORLD FD - INF TECH ETF+768%

    now $1.8M

  • ISHARES TR - RUS 1000 GRW ETF+338%

    now $1.6M

  • EW$EWEdwards Lifesciences Corp+109%

    now $1.9M · held 3 qtrs, 3 adds in a row

  • VANGUARD INDEX FDS - MID CAP ETF+319%

    now $1.3M

  • AVGO$AVGOBroadcom Inc.+54%

    now $1.3M · held 8 qtrs, 3 adds in a row

  • ISHARES TR - S&P 500 GRWT ETF+7%

    now $4.5M

+80 more in the Excel export

Trimmed (52)

  • MRVL$MRVLMarvell Technology, Inc.-18%

    now $2.4M · held 7 qtrs

  • AMD$AMDADVANCED MICRO DEVICES INC-11%

    now $3.7M · held 6 qtrs

  • MA$MAMastercard Inc-34%

    now $692K · held 10+ qtrs

  • GOOGL$GOOGLAlphabet Inc.-3%

    now $7.1M · held 10+ qtrs, 3 trims in a row

  • WFC$WFCWELLS FARGO & COMPANY/MN-8%

    now $1.5M · held 10+ qtrs, 2 trims in a row

  • ISHARES TR - CORE UNIVRSL USD-11%

    now $1.0M

+46 more in the Excel export

Sold out (8)

  • ATO$ATOATMOS ENERGY CORPwas $1.2M

    held 9+ qtrs

  • DHR$DHRDANAHER CORP /DE/was $1.0M

    held 9+ qtrs

  • VEEV$VEEVVEEVA SYSTEMS INCwas $484K

    held 9+ qtrs

  • INTU$INTUINTUIT INC.was $412K

    held 9+ qtrs

  • ORCL$ORCLORACLE CORPwas $273K

    held 4 qtrs

  • ISHARES INCwas $247K

+2 more in the Excel export

Firm AUM (Form ADV): $246.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F 17 CAPITAL PARTNERS, LLC has filed, 16 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow 17 CAPITAL PARTNERS?

Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of 17 CAPITAL PARTNERS's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+1.9%

Value-weighted move of the 10 largest stock positions

Turnover

3%

Last quarter; 20% over the last 4

Top 10 weight

29%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

88%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

17 CAPITAL PARTNERS, LLC disclosed 176 positions worth $221.9M in its Form 13F-HR for Q2 2026 — $220.5M in common stock plus $1.5M of put/call option positions (reported at underlying notional value, not premium at risk), led by $META (Meta Platforms, Inc.) at 11.3% of the equity portfolio, followed by $GOOGL. During the quarter the fund opened 12 new positions and exited 8 — including a new stake in $ROKU and a full exit from $ATO. The portfolio is most concentrated in Other (35.1% of disclosed assets). All figures are sourced directly from 17 CAPITAL PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 1727407.

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Every holding in 17 CAPITAL PARTNERS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.