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13F holdings · Q2 2026

17 Capital Partners

Pheonix, AZ · files as 17 Capital Partners, LLC
Holdings as of Jun 30, 2026Filed Aug 6, 2026Next filing due Nov 16, 2026CIK 1727407

17 Capital Partners reported 172 stocks worth $220M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are META (11.3%), GOOGL (3.2%) and SGOV (3.2%). Compared with Q1 2026, the fund opened new positions in ROKU, added to SGOV, IVW and IUSV, trimmed GOOGL, GOOG and MSFT and sold out of ATO, DHR and VEEV.

Reported value$220M+14.1% vs last quarter
Stocks held17210 new · 8 sold out
Top 5 weight21.6%spread out
Turnover10%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
META
Meta Platforms Inc
$24.8M11.3%44KNo change8 of 8
2
GOOGL
Alphabet Inc
$7.1M3.2%20K−637 (−3%)8 of 8
3
SGOV
Ishares TR
$7M3.2%70K+2,068 (+3%)6 of 8
4
IVW
Ishares TR
$4.5M2.0%33K+2,097 (+7%)8 of 8
5
GOOG
Alphabet Inc
$4M1.8%11K−40 (−0%)8 of 8
6
MSFT
Microsoft Corp
$3.9M1.8%11K−101 (−1%)8 of 8
7
AMD
Advanced Micro Devices Inc
$3.7M1.7%6,404−809 (−11%)7 of 8
8
AAPL
Apple Inc
$3.3M1.5%12K−283 (−2%)8 of 8
9
PH
Parker Hannifin Corp
$3M1.4%3,087No change8 of 8
10
IUSV
Ishares TR
$2.9M1.3%26K+494 (+2%)8 of 8
🔒 162 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
ATO
Atmos Energy Corp
$1.2M6,423
DHR
Danaher Corp
$1M5,476
VEEV
Veeva Sys Inc Class Class A
$484K2,758
INTU
Intuit
$412K952
ORCL
Oracle Corp
$273K1,857

🔒 Free account: see all 8.

Options

valued at the underlying shares
StockTypeValueSharesChange
SHW
Sherwin-Williams Co
Call$516K1,500−100
MSFT
Microsoft Corp
Call$410K1,1000
PEP
Pepsico Inc
Call$271K2,000+2,000
SHEL
Shell PLC
Call$264K3,400+3,400

Reported value

last 8 quarters
$154MQ3 '24
$158MQ4 '24
$156MQ1 '25
$173MQ2 '25
$184MQ3 '25
$192MQ4 '25
$193MQ1 '26
$220MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 6, 202613F-HRQ2 2026SEC filing ↗

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17 Capital Partners 13F FAQ

What does 17 Capital Partners own?

17 Capital Partners reported 172 stocks worth $220M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are META (11.3%), GOOGL (3.2%) and SGOV (3.2%). The table above lists every position in the filing (the top 10 without an account).

What did 17 Capital Partners buy and sell in Q2 2026?

Compared with Q1 2026: 10 new positions, 83 added to, 47 trimmed and 8 sold out. New positions include ROKU. It sold all of ATO, DHR and VEEV.

When will 17 Capital Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is 17 Capital Partners's portfolio worth?

The Q2 2026 filing reports $220M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.