17 Capital Partners

PHEONIX, AZfiles as 17 CAPITAL PARTNERS, LLC

$220m in 172 US stocks at the end of 30 June 2026. The top 10 are 29.2% of the money. It changed about 9.3% of the portfolio this quarter.

Value

$220m

Stocks

172

Top 10 share

29.2%

Turnover

9.3%

What changed this quarter

New

Bought for the first time this quarter.

RokuROKU
0.3% of the fund
SaiaSAIA
0.3% of the fund
Regeneron PharmaceuticalsREGN
0.2% of the fund
Texas InstrumentsTXN
0.1% of the fund
Old Dominion Freight LineODFL
0.1% of the fund
Ishares TRIWO
<0.1% of the fund
ARM HoldingsARM
<0.1% of the fund
Union PacificUNP
<0.1% of the fund
Schwab Strategic TRSCHB
<0.1% of the fund
Ishares TRIWR
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRSGOV
3.2% of the fund
+3%
Ishares TRIVW
2.0% of the fund
+7%
Ishares TRIVE
1.3% of the fund
+11%
NvidiaNVDA
1.2% of the fund
+2%
Blackrock ETF TrustPMMF
1.2% of the fund
+4%
First TR Exchange Traded FDRDVY
1.1% of the fund
+6%
Vanguard Index FDSVOO
1.1% of the fund
+5%
Ishares TRSOXX
1.1% of the fund
+10%
Vanguard Admiral FDSVIOO
0.9% of the fund
+11%
Ishares TRIWB
0.9% of the fund
+6%
Ishares TRIWM
0.9% of the fund
+8%
Edwards LifesciencesEW
0.9% of the fund
+109%
Vaneck ETF TrustSMH
0.8% of the fund
+14%
Vanguard World FDVGT
0.8% of the fund
+8%
Fidelity Covington TrustFBCG
0.8% of the fund
+12%
Amazon.comAMZN
0.7% of the fund
+3%
Ishares TRIWF
0.7% of the fund
+9%
Vanguard World FDVFH
0.7% of the fund
+9%
Invesco QQQ TRQQQ
0.7% of the fund
+2%
Spdr Series TrustXNTK
0.7% of the fund
+11%
Ishares TRIVV
0.7% of the fund
+3%
Goldman Sachs ETF TRGSLC
0.6% of the fund
+12%
IsharesIEMG
0.6% of the fund
+13%
J P Morgan Exchange Traded FJMOM
0.6% of the fund
+11%
Palo Alto NetworksPANW
0.6% of the fund
+4%

Cut

Sold some of their stake.

AlphabetGOOGL
3.2% of the fund
-3%
Advanced Micro DevicesAMD
1.7% of the fund
-11%
AppleAAPL
1.5% of the fund
-2%
Marvell TechnologyMRVL
1.1% of the fund
-18%
AmgenAMGN
0.8% of the fund
-2%
Wells Fargo & CompanyWFC
0.7% of the fund
-8%
Ishares TRIEF
0.6% of the fund
-3%
ChevronCVX
0.5% of the fund
-3%
American International GroupAIG
0.5% of the fund
-4%
Ishares TRIUSB
0.5% of the fund
-11%
BlackstoneBX
0.4% of the fund
-7%
MedtronicMDT
0.3% of the fund
-2%
MastercardMA
0.3% of the fund
-34%
Intuitive SurgicalISRG
0.3% of the fund
-3%
Schwab Strategic TRFNDF
0.3% of the fund
-5%
ServiceNowNOW
0.2% of the fund
-4%
Equity Lifestyle PropertiesELS
0.2% of the fund
-9%
Idexx LaboratoriesIDXX
0.2% of the fund
-9%
Wisdomtree TRUSFR
0.2% of the fund
-9%
PepsiCoPEP
0.2% of the fund
-3%
VisaV
0.1% of the fund
-12%
AbbVieABBV
0.1% of the fund
-5%
Monolithic Power SystemsMPWR
0.1% of the fund
-16%
NokiaNOK
0.1% of the fund
-2%
Brandywine Realty TrustBDN
<0.1% of the fund
-18%

Sold out

Sold their entire stake.

Atmos EnergyATO
-100%
DanaherDHR
-100%
Veeva SystemsVEEV
-100%
IntuitINTU
-100%
OracleORCL
-100%
IsharesEWJ
-100%
WalmartWMT
-100%
Schwab Strategic TRSCHD
-100%

Holdings

Meta PlatformsMETA
Share
11.3%
Value
$25m
Shares
44,106
Held
AlphabetGOOGL
Share
3.2%
Value
$7m
Shares
20,005
-3%
Ishares TRSGOV
Share
3.2%
Value
$7m
Shares
69,782
+3%
Ishares TRIVW
Share
2.0%
Value
$5m
Shares
32,775
+7%
AlphabetGOOG
Share
1.8%
Value
$4m
Shares
11,249
Held
MicrosoftMSFT
Share
1.8%
Value
$4m
Shares
10,574
Held
Advanced Micro DevicesAMD
Share
1.7%
Value
$4m
Shares
6,404
-11%
AppleAAPL
Share
1.5%
Value
$3m
Shares
11,509
-2%
Parker-HannifinPH
Share
1.4%
Value
$3m
Shares
3,087
Held
Ishares TRIUSV
Share
1.3%
Value
$3m
Shares
26,157
Held
Ishares TRIVE
Share
1.3%
Value
$3m
Shares
12,165
+11%
NvidiaNVDA
Share
1.2%
Value
$3m
Shares
13,634
+2%
Blackrock ETF TrustPMMF
Share
1.2%
Value
$3m
Shares
26,042
+4%
CortevaCTVA
Share
1.1%
Value
$3m
Shares
29,915
Held
First TR Exchange Traded FDRDVY
Share
1.1%
Value
$2m
Shares
30,518
+6%
Marvell TechnologyMRVL
Share
1.1%
Value
$2m
Shares
8,090
-18%
Vanguard Index FDSVOO
Share
1.1%
Value
$2m
Shares
3,483
+5%
Ishares TRSOXX
Share
1.1%
Value
$2m
Shares
3,614
+10%
Capital One FinancialCOF
Share
0.9%
Value
$2m
Shares
10,413
Held
Vanguard Admiral FDSVIOO
Share
0.9%
Value
$2m
Shares
15,096
+11%
Mitsubishi UFJ Financial GroupMUFG
Share
0.9%
Value
$2m
Shares
98,845
Held
Ishares TRIWB
Share
0.9%
Value
$2m
Shares
4,797
+6%
Ishares TRIWM
Share
0.9%
Value
$2m
Shares
6,386
+8%
Edwards LifesciencesEW
Share
0.9%
Value
$2m
Shares
20,990
+109%
Vaneck ETF TrustSMH
Share
0.8%
Value
$2m
Shares
2,853
+14%
Vanguard World FDVGT
Share
0.8%
Value
$2m
Shares
15,252
+8%
AmgenAMGN
Share
0.8%
Value
$2m
Shares
4,935
-2%
General DynamicsGD
Share
0.8%
Value
$2m
Shares
4,943
Held
Martin Marietta MaterialsMLM
Share
0.8%
Value
$2m
Shares
3,013
Held
QualcommQCOM
Share
0.8%
Value
$2m
Shares
9,389
Held
Fidelity Covington TrustFBCG
Share
0.8%
Value
$2m
Shares
27,717
+12%
EcolabECL
Share
0.8%
Value
$2m
Shares
5,960
Held
Microchip TechnologyMCHP
Share
0.8%
Value
$2m
Shares
18,142
Held
Coca-ColaKO
Share
0.7%
Value
$2m
Shares
20,296
Held
US BancorpUSB
Share
0.7%
Value
$2m
Shares
27,156
Held
Amazon.comAMZN
Share
0.7%
Value
$2m
Shares
6,856
+3%
Ameriprise FinancialAMP
Share
0.7%
Value
$2m
Shares
3,516
Held
Ishares TRIWF
Share
0.7%
Value
$2m
Shares
12,797
+9%
Vanguard World FDVFH
Share
0.7%
Value
$2m
Shares
12,070
+9%
Invesco QQQ TRQQQ
Share
0.7%
Value
$2m
Shares
2,113
+2%
Spdr Series TrustXNTK
Share
0.7%
Value
$2m
Shares
3,941
+11%
Wells Fargo & CompanyWFC
Share
0.7%
Value
$2m
Shares
18,514
-8%
Ishares TRIVV
Share
0.7%
Value
$2m
Shares
2,028
+3%
PNC Financial Services GroupPNC
Share
0.7%
Value
$2m
Shares
6,143
Held
Teledyne TechnologiesTDY
Share
0.7%
Value
$2m
Shares
2,250
Held
Uber TechnologiesUBER
Share
0.7%
Value
$1m
Shares
20,437
Held
Select Sector Spdr TRXLK
Share
0.6%
Value
$1m
Shares
7,428
Held
Goldman Sachs ETF TRGSLC
Share
0.6%
Value
$1m
Shares
9,748
+12%
IsharesIEMG
Share
0.6%
Value
$1m
Shares
16,401
+13%
CrowdStrike HoldingsCRWD
Share
0.6%
Value
$1m
Shares
1,770
Held
J P Morgan Exchange Traded FJMOM
Share
0.6%
Value
$1m
Shares
15,669
+11%
Palo Alto NetworksPANW
Share
0.6%
Value
$1m
Shares
3,922
+4%
BroadcomAVGO
Share
0.6%
Value
$1m
Shares
3,538
+54%
Sony GroupSONY
Share
0.6%
Value
$1m
Shares
66,110
Held
RPM InternationalRPM
Share
0.6%
Value
$1m
Shares
11,613
Held
Motorola SolutionsMSI
Share
0.6%
Value
$1m
Shares
3,083
Held
Vanguard Index FDSVO
Share
0.6%
Value
$1m
Shares
15,735
+5%
Ishares TRIEF
Share
0.6%
Value
$1m
Shares
13,319
-3%
GE VernovaGEV
Share
0.6%
Value
$1m
Shares
1,060
+12%
LennarLEN
Share
0.6%
Value
$1m
Shares
13,434
Held
Wesco InternationalWCC
Share
0.5%
Value
$1m
Shares
3,408
Held
SynopsysSNPS
Share
0.5%
Value
$1m
Shares
2,585
Held
Air Products & ChemicalsAPD
Share
0.5%
Value
$1m
Shares
3,914
Held
ARK ETF TRARKW
Share
0.5%
Value
$1m
Shares
7,910
+7%
Sherwin-WilliamsSHW
Share
0.5%
Value
$1m
Shares
3,316
Held
Xcel EnergyXEL
Share
0.5%
Value
$1m
Shares
14,114
Held
ChevronCVX
Share
0.5%
Value
$1m
Shares
6,780
-3%
Cullen/frost BankersCFR
Share
0.5%
Value
$1m
Shares
7,101
Held
Generac HoldingsGNRC
Share
0.5%
Value
$1m
Shares
3,725
Held
Ishares TRAGG
Share
0.5%
Value
$1m
Shares
10,990
+15%
American International GroupAIG
Share
0.5%
Value
$1m
Shares
14,381
-4%
OshkoshOSK
Share
0.5%
Value
$1m
Shares
6,913
Held
Procter & GamblePG
Share
0.5%
Value
$1m
Shares
7,066
Held
Ishares TRIUSB
Share
0.5%
Value
$1m
Shares
22,177
-11%
AutodeskADSK
Share
0.5%
Value
$998,152
Shares
5,134
+20%
Vanguard Scottsdale FDSBNDW
Share
0.4%
Value
$990,327
Shares
14,451
+28%
MerckMRK
Share
0.4%
Value
$989,964
Shares
7,704
Held
TotalEnergies SETTE
Share
0.4%
Value
$989,185
Shares
12,721
Held
Ishares TRIEFA
Share
0.4%
Value
$982,508
Shares
10,173
+19%
State STR Spdr S&P 500 ETF TSPY
Share
0.4%
Value
$889,403
Shares
1,191
Held
BlackstoneBX
Share
0.4%
Value
$864,286
Shares
7,345
-7%
Select Sector Spdr TRXLV
Share
0.4%
Value
$857,557
Shares
5,405
+14%
Vanguard Malvern FDSVTIP
Share
0.4%
Value
$854,864
Shares
17,019
+21%
AlconALC
Share
0.4%
Value
$854,317
Shares
12,732
Held
Eli LillyLLY
Share
0.4%
Value
$845,598
Shares
705
Held
McCormickMKC
Share
0.4%
Value
$843,829
Shares
16,736
Held
Ishares Gold TRIAU
Share
0.4%
Value
$836,651
Shares
11,080
+16%
Vanguard Index FDSVTI
Share
0.4%
Value
$832,590
Shares
2,250
+16%
Lowe's CompaniesLOW
Share
0.4%
Value
$826,617
Shares
3,749
Held
Vanguard Index FDSVXF
Share
0.4%
Value
$817,663
Shares
3,321
+14%
NetflixNFLX
Share
0.4%
Value
$800,108
Shares
11,206
Held
American Water Works CompanyAWK
Share
0.4%
Value
$794,085
Shares
6,035
Held
Ishares TRUSMV
Share
0.4%
Value
$786,824
Shares
8,157
+19%
AdobeADBE
Share
0.4%
Value
$783,996
Shares
3,824
Held
Vanguard Scottsdale FDSVGSH
Share
0.4%
Value
$783,838
Shares
13,468
+18%
Neurocrine BiosciencesNBIX
Share
0.4%
Value
$775,261
Shares
4,600
Held
Ishares TRSHY
Share
0.4%
Value
$774,544
Shares
9,433
+22%
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$766,977
Shares
1,606
Held
MedtronicMDT
Share
0.3%
Value
$753,042
Shares
9,626
-2%
RokuROKU
Share
0.3%
Value
$752,863
Shares
5,450
New

Company	Share of fund	Value	Shares	Change
Meta PlatformsMETA	11.3%	$25m	44,106	Held
AlphabetGOOGL	3.2%	$7m	20,005	-3%
Ishares TRSGOV	3.2%	$7m	69,782	+3%
Ishares TRIVW	2.0%	$5m	32,775	+7%
AlphabetGOOG	1.8%	$4m	11,249	Held
MicrosoftMSFT	1.8%	$4m	10,574	Held
Advanced Micro DevicesAMD	1.7%	$4m	6,404	-11%
AppleAAPL	1.5%	$3m	11,509	-2%
Parker-HannifinPH	1.4%	$3m	3,087	Held
Ishares TRIUSV	1.3%	$3m	26,157	Held
Ishares TRIVE	1.3%	$3m	12,165	+11%
NvidiaNVDA	1.2%	$3m	13,634	+2%
Blackrock ETF TrustPMMF	1.2%	$3m	26,042	+4%
CortevaCTVA	1.1%	$3m	29,915	Held
First TR Exchange Traded FDRDVY	1.1%	$2m	30,518	+6%
Marvell TechnologyMRVL	1.1%	$2m	8,090	-18%
Vanguard Index FDSVOO	1.1%	$2m	3,483	+5%
Ishares TRSOXX	1.1%	$2m	3,614	+10%
Capital One FinancialCOF	0.9%	$2m	10,413	Held
Vanguard Admiral FDSVIOO	0.9%	$2m	15,096	+11%
Mitsubishi UFJ Financial GroupMUFG	0.9%	$2m	98,845	Held
Ishares TRIWB	0.9%	$2m	4,797	+6%
Ishares TRIWM	0.9%	$2m	6,386	+8%
Edwards LifesciencesEW	0.9%	$2m	20,990	+109%
Vaneck ETF TrustSMH	0.8%	$2m	2,853	+14%
Vanguard World FDVGT	0.8%	$2m	15,252	+8%
AmgenAMGN	0.8%	$2m	4,935	-2%
General DynamicsGD	0.8%	$2m	4,943	Held
Martin Marietta MaterialsMLM	0.8%	$2m	3,013	Held
QualcommQCOM	0.8%	$2m	9,389	Held
Fidelity Covington TrustFBCG	0.8%	$2m	27,717	+12%
EcolabECL	0.8%	$2m	5,960	Held
Microchip TechnologyMCHP	0.8%	$2m	18,142	Held
Coca-ColaKO	0.7%	$2m	20,296	Held
US BancorpUSB	0.7%	$2m	27,156	Held
Amazon.comAMZN	0.7%	$2m	6,856	+3%
Ameriprise FinancialAMP	0.7%	$2m	3,516	Held
Ishares TRIWF	0.7%	$2m	12,797	+9%
Vanguard World FDVFH	0.7%	$2m	12,070	+9%
Invesco QQQ TRQQQ	0.7%	$2m	2,113	+2%
Spdr Series TrustXNTK	0.7%	$2m	3,941	+11%
Wells Fargo & CompanyWFC	0.7%	$2m	18,514	-8%
Ishares TRIVV	0.7%	$2m	2,028	+3%
PNC Financial Services GroupPNC	0.7%	$2m	6,143	Held
Teledyne TechnologiesTDY	0.7%	$2m	2,250	Held
Uber TechnologiesUBER	0.7%	$1m	20,437	Held
Select Sector Spdr TRXLK	0.6%	$1m	7,428	Held
Goldman Sachs ETF TRGSLC	0.6%	$1m	9,748	+12%
IsharesIEMG	0.6%	$1m	16,401	+13%
CrowdStrike HoldingsCRWD	0.6%	$1m	1,770	Held
J P Morgan Exchange Traded FJMOM	0.6%	$1m	15,669	+11%
Palo Alto NetworksPANW	0.6%	$1m	3,922	+4%
BroadcomAVGO	0.6%	$1m	3,538	+54%
Sony GroupSONY	0.6%	$1m	66,110	Held
RPM InternationalRPM	0.6%	$1m	11,613	Held
Motorola SolutionsMSI	0.6%	$1m	3,083	Held
Vanguard Index FDSVO	0.6%	$1m	15,735	+5%
Ishares TRIEF	0.6%	$1m	13,319	-3%
GE VernovaGEV	0.6%	$1m	1,060	+12%
LennarLEN	0.6%	$1m	13,434	Held
Wesco InternationalWCC	0.5%	$1m	3,408	Held
SynopsysSNPS	0.5%	$1m	2,585	Held
Air Products & ChemicalsAPD	0.5%	$1m	3,914	Held
ARK ETF TRARKW	0.5%	$1m	7,910	+7%
Sherwin-WilliamsSHW	0.5%	$1m	3,316	Held
Xcel EnergyXEL	0.5%	$1m	14,114	Held
ChevronCVX	0.5%	$1m	6,780	-3%
Cullen/frost BankersCFR	0.5%	$1m	7,101	Held
Generac HoldingsGNRC	0.5%	$1m	3,725	Held
Ishares TRAGG	0.5%	$1m	10,990	+15%
American International GroupAIG	0.5%	$1m	14,381	-4%
OshkoshOSK	0.5%	$1m	6,913	Held
Procter & GamblePG	0.5%	$1m	7,066	Held
Ishares TRIUSB	0.5%	$1m	22,177	-11%
AutodeskADSK	0.5%	$998,152	5,134	+20%
Vanguard Scottsdale FDSBNDW	0.4%	$990,327	14,451	+28%
MerckMRK	0.4%	$989,964	7,704	Held
TotalEnergies SETTE	0.4%	$989,185	12,721	Held
Ishares TRIEFA	0.4%	$982,508	10,173	+19%
State STR Spdr S&P 500 ETF TSPY	0.4%	$889,403	1,191	Held
BlackstoneBX	0.4%	$864,286	7,345	-7%
Select Sector Spdr TRXLV	0.4%	$857,557	5,405	+14%
Vanguard Malvern FDSVTIP	0.4%	$854,864	17,019	+21%
AlconALC	0.4%	$854,317	12,732	Held
Eli LillyLLY	0.4%	$845,598	705	Held
McCormickMKC	0.4%	$843,829	16,736	Held
Ishares Gold TRIAU	0.4%	$836,651	11,080	+16%
Vanguard Index FDSVTI	0.4%	$832,590	2,250	+16%
Lowe's CompaniesLOW	0.4%	$826,617	3,749	Held
Vanguard Index FDSVXF	0.4%	$817,663	3,321	+14%
NetflixNFLX	0.4%	$800,108	11,206	Held
American Water Works CompanyAWK	0.4%	$794,085	6,035	Held
Ishares TRUSMV	0.4%	$786,824	8,157	+19%
AdobeADBE	0.4%	$783,996	3,824	Held
Vanguard Scottsdale FDSVGSH	0.4%	$783,838	13,468	+18%
Neurocrine BiosciencesNBIX	0.4%	$775,261	4,600	Held
Ishares TRSHY	0.4%	$774,544	9,433	+22%
Taiwan Semiconductor ManufacturingTSM	0.3%	$766,977	1,606	Held
MedtronicMDT	0.3%	$753,042	9,626	-2%
RokuROKU	0.3%	$752,863	5,450	New

Showing the largest 100 of 172.

Options (4)

Sherwin-WilliamsSHW
Type
Call
Value
$516,480
Contracts
1,500
MicrosoftMSFT
Type
Call
Value
$410,322
Contracts
1,100
PepsiCoPEP
Type
Call
Value
$270,800
Contracts
2,000
ShellSHEL
Type
Call
Value
$263,636
Contracts
3,400

Company	Type	Value	Contracts
Sherwin-WilliamsSHW	Call	$516,480	1,500
MicrosoftMSFT	Call	$410,322	1,100
PepsiCoPEP	Call	$270,800	2,000
ShellSHEL	Call	$263,636	3,400

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 27.2% since 30 June 2025.

Where the money is

Media & telecom17.8%

Technology14.2%

Financial services7.7%

Industrials6.6%

Health care4.8%

Materials4.3%

Everyday goods2.1%

Retail & consumer2.0%

Energy1.0%

Utilities0.9%

Real estate0.4%

Other38.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.