17 CAPITAL PARTNERS, LLC

Q2 2026 13F-HR Holdings

Location
Pheonix, AZ
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
176
Total value ($000)
$221,927
Net value change ($000)
+27,759 (14.3%)
New positions
10
Sold out positions
8
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 2,253 153.6%
MRVL 1,438 147.9%
SOXX 1,233 113.9%
GOOGL 1,213 20.4%
EW 1,095 136.2%
IVW 1,038 29.9%
SMH 909 94.5%
ROKU 753 NEW
GOOGL 737 22.8%
PANW 732 121.0%
Top Reduces (Value $000, Stocks/ETFs)
ATO -1,186 -100.0%
DHR -1,038 -100.0%
VEEV -484 -100.0%
INTU -412 -100.0%
META -391 -1.5%
MA -326 -32.0%
CVX -317 -22.0%
NFLX -277 -25.7%
ORCL -273 -100.0%
EWJ -247 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,461 (0.7% 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.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type