17 CAPITAL PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Pheonix, AZ
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
172
Total value ($000)
$194,168
Net value change ($000)
+139 (0.1%)
New positions
23
Sold out positions
11
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 3,966 139.2%
VOO 1,520 332.6%
CVX 1,441 NEW
MSI 1,348 NEW
VO 1,077 NEW
MKC 844 NEW
GEV 823 NEW
GNRC 723 NEW
IVW 693 25.0%
VYMI 578 NEW
Top Reduces (Value $000, Stocks/ETFs)
META -3,833 -13.2%
IEF -2,001 -60.4%
XLU -1,322 -100.0%
CTRA -1,105 -100.0%
MSFT -1,094 -21.7%
PH -1,080 -28.1%
SCHD -955 -82.4%
WDAY -851 -100.0%
FNDF -798 -54.7%
TYL -703 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 920 (0.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type