17 CAPITAL PARTNERS, LLC — 13F Holdings & Portfolio

CIK 1727407 · latest 13F-HR filed 2026-05-13

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$194.2M

Long-equity book

Holdings

172

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+23 / −11 / ↑64 / ↓47

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$4.0M +139.2%
  • VANGUARD INDEX FDS$1.5M +333.1%
  • ISHARES TR$693.4K +25.0%
  • ISHARES TR$517.0K +81.9%
  • ISHARES INC$485.8K +91.9%
Show all 64

Top Trims

  • META PLATFORMS INC-$3.8M -13.2%
  • ISHARES TR-$2.0M -60.4%
  • MICROSOFT CORP-$1.1M -21.7%
  • PARKER-HANNIFIN CORP-$1.1M -28.1%
  • SCHWAB STRATEGIC TR-$954.5K -82.4%
Show all 47

New Positions

  • CHEVRON CORPORATION$1.4M
  • MOTOROLA SOLUTIONS INC$1.3M
  • VANGUARD INDEX FDS$1.1M
  • MCCORMICK & CO INC$844.2K
  • GE VERNOVA INC$823.1K
Show all 23

Exited Positions

  • SELECT SECTOR SPDR TR$1.3M
  • COTERRA ENERGY INC$1.1M
  • WORKDAY INC$851.4K
  • TYLER TECHNOLOGIES INC$702.7K
  • PENUMBRA INC$569.6K
Show all 11
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 META PLATFORMS INC META 30303M102 $25.2M 13.00% 44,107 SH
2 ISHARES TR SGOV 46436E718 $6.8M 3.51% 67,714 SH
3 ALPHABET INC GOOGL 02079K305 $5.9M 3.06% 20,642 SH
4 MICROSOFT CORP MSFT 594918104 $4.0M 2.04% 10,675 SH
5 ISHARES TR IVW 464287309 $3.5M 1.79% 30,678 SH
6 ALPHABET INC GOOG 02079K107 $3.2M 1.67% 11,289 SH
7 APPLE INC AAPL 037833100 $3.0M 1.54% 11,792 SH
8 PARKER-HANNIFIN CORP PH 701094104 $2.8M 1.42% 3,087 SH
9 ISHARES TR IUSV 464287663 $2.6M 1.35% 25,663 SH
10 BLACKROCK ETF TRUST PMMF 09290C756 $2.5M 1.29% 25,011 SH
11 CORTEVA INC CTVA 22052L104 $2.5M 1.29% 29,891 SH
12 NVIDIA CORPORATION NVDA 67066G104 $2.3M 1.20% 13,333 SH
13 ISHARES TR IVE 464287408 $2.3M 1.19% 10,934 SH
14 VANGUARD INDEX FDS VOO 922908363 $2.0M 1.02% 3,309 SH
15 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $2.0M 1.01% 28,777 SH
16 CAPITAL ONE FINL CORP COF 14040H105 $1.9M 0.98% 10,413 SH
17 AMGEN INC AMGN 031162100 $1.8M 0.91% 5,042 SH
18 MARTIN MARIETTA MATLS INC MLM 573284106 $1.8M 0.91% 3,013 SH
19 GENERAL DYNAMICS CORP GD 369550108 $1.7M 0.88% 4,973 SH
20 MITSUBISHI UFJ FINANCIAL GRO MUFG 606822104 $1.7M 0.86% 98,845 SH
21 ISHARES TR IWB 464287622 $1.6M 0.83% 4,541 SH
22 WELLS FARGO & CO WFC 949746101 $1.6M 0.83% 20,208 SH
23 ECOLAB INC ECL 278865100 $1.6M 0.82% 6,020 SH
24 AMERIPRISE FINL INC AMP 03076C106 $1.6M 0.80% 3,516 SH
25 VANGUARD ADMIRAL FDS INC VIOO 921932828 $1.6M 0.80% 13,591 SH
26 COCA COLA CO KO 191216100 $1.5M 0.79% 20,289 SH
27 UBER TECHNOLOGIES INC UBER 90353T100 $1.5M 0.77% 20,685 SH
28 ISHARES TR IWM 464287655 $1.5M 0.76% 5,929 SH
29 ADVANCED MICRO DEVICES INC AMD 007903107 $1.5M 0.76% 7,213 SH
30 CHEVRON CORPORATION CVX 166764100 $1.4M 0.74% 6,966 SH
31 US BANCORP USB 902973304 $1.4M 0.73% 27,207 SH
32 AMAZON COM INC AMZN 023135106 $1.4M 0.72% 6,666 SH
33 SONY GROUP CORP SONY 835699307 $1.4M 0.70% 66,110 SH
34 TELEDYNE TECHNOLOGIES INC TDY 879360105 $1.4M 0.70% 2,251 SH
35 MOTOROLA SOLUTIONS INC MSI 620076307 $1.3M 0.69% 3,107 SH
36 VANGUARD WORLD FD VFH 92204A405 $1.3M 0.69% 11,052 SH
37 ISHARES TR IEF 464287440 $1.3M 0.68% 13,761 SH
38 ISHARES TR IVV 464287200 $1.3M 0.66% 1,960 SH
39 PNC FINL SVCS GROUP INC PNC 693475105 $1.3M 0.66% 6,152 SH
40 ISHARES TR IWF 464287614 $1.2M 0.64% 2,922 SH
41 FIDELITY COVINGTON TRUST FBCG 316092352 $1.2M 0.64% 24,705 SH
42 VANGUARD WORLD FD VGT 92204A702 $1.2M 0.63% 1,758 SH
43 QUALCOMM INC QCOM 747525103 $1.2M 0.62% 9,389 SH
44 INVESCO QQQ TR QQQ 46090E103 $1.2M 0.61% 2,062 SH
45 ATMOS ENERGY CORP ATO 049560105 $1.2M 0.61% 6,423 SH
46 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $1.2M 0.60% 18,142 SH
47 LENNAR CORP LEN 526057104 $1.2M 0.60% 13,434 SH
48 TOTALENERGIES SE TTE F92124100 $1.2M 0.60% 12,758 SH
49 RPM INTL INC RPM 749685103 $1.2M 0.60% 11,650 SH
50 ISHARES TR IUSB 46434V613 $1.1M 0.59% 24,854 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $194.2M 172 0001727407-26-000004
2025-12-31 2026-02-13 $194.0M 162 0001727407-26-000002
2025-09-30 2025-11-14 $183.8M 145 0001727407-25-000006