17 Capital Partners, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 11, 2024), 17 Capital Partners, LLC reported 123 stock positions worth $135.1 million. Its top holding was Meta Platforms Class A (META) at 15.7% of the portfolio, followed by Microsoft (MSFT, 3.2%) and Alphabet Class A (GOOGL, 2.1%). Compared with Q4 2023, it opened 37 new positions, sold out of 6, added to 18 and reduced 23. The biggest buy was a new position in iShares Core S&P U.S. Value (IUSV) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −85%).

Most Recent 13F
Q2 2026
Location
PHEONIX, AZ
CIK
0001727407
Portfolio Value
$135.1M (Q1 2024)
SEC Filing
0001727407-24-000002 ↗ filed Apr 11, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $135.1M $135.1M Q1 2024 Q2 2024: $140.5M Q2 2024 Q3 2024: $153.7M Q3 2024 Q4 2024: $157.9M Q4 2024 Q1 2025: $155.8M Q1 2025 Q2 2025: $173.3M Q2 2025 Q3 2025: $183.8M Q3 2025 Q4 2025: $192.2M Q4 2025 Q1 2026: $193.2M Q1 2026 Q2 2026: $220.5M Q2 2026

Holdings 123 stocks · $135.1M
META Meta Platforms Inc. Class A 15.75% 43,809 $21.3M Reduce -1.7%
MSFT Microsoft Corp. 3.19% 10,239 $4.3M No change
GOOGL Alphabet Inc. Class A 2.11% 18,869 $2.8M Add +3.9%
IVW iShares S&P 500 Growth ETF 2.05% 32,722 $2.8M Add +46.5%
PH Parker Hannifin Corp. 2.00% 4,864 $2.7M Reduce -1.3%
MLM Martin Marietta Materials 1.97% 4,331 $2.7M Reduce -2.0%
LEN Lennar Corp. Class A 1.90% 14,923 $2.6M Reduce -2.0%
AMP Ameriprise Financial Inc. 1.78% 5,470 $2.4M No change
ADBE Adobe Inc. 1.55% 4,162 $2.1M No change
CTVA Corteva Inc. 1.48% 34,654 $2.0M Add +0.7%
MCHP Microchip Technology Inc. 1.35% 20,260 $1.8M No change
COF Capital One Financial Corp. 1.34% 12,163 $1.8M No change
ANSS Ansys Inc. 1.33% 5,179 $1.8M No change
IUSV iShares Core S&P U.S. Value 1.32% 19,718 $1.8M New
QCOM Qualcomm Inc. 1.31% 10,483 $1.8M No change
MRK Merck & Co. Inc. 1.30% 13,302 $1.8M No change
AMZN Amazon.com Inc. 1.29% 9,656 $1.7M Add +25.2%
AMGN Amgen Inc. 1.28% 6,076 $1.7M Reduce -40.4%
XYL Xylem Inc. 1.22% 12,732 $1.6M No change
ECL Ecolab Inc. 1.22% 7,119 $1.6M No change
ADSK Autodesk Inc. 1.19% 6,163 $1.6M No change
BX Blackstone Inc. 1.16% 11,971 $1.6M New
GD General Dynamics Corp. 1.15% 5,513 $1.6M No change
RPM RPM International Inc. 1.14% 13,004 $1.5M No change
DHR Danaher Corp. 1.13% 6,128 $1.5M No change
AAPL Apple Inc. 1.07% 8,409 $1.4M Add +0.6%
VOO Vanguard S&P 500 ETF 1.06% 2,976 $1.4M New
USB US Bancorp 1.05% 31,648 $1.4M No change
CTRA Coterra Energy Inc. 1.03% 49,955 $1.4M No change
KO The Coca-Cola Co. 1.01% 22,368 $1.4M Add +0.4%
LOW Lowe's Cos Inc. 1.01% 5,370 $1.4M New
TTE Totalenergies SE -Spon ADR 1.01% 19,782 $1.4M New
PG The Procter & Gamble Co. 1.00% 8,354 $1.4M No change
HON Honeywell International Inc. 0.97% 6,413 $1.3M Add +399.8%
ATO Atmos Energy Corp. 0.96% 10,961 $1.3M No change
SONY Sony Group Corp. - SP ADR 0.94% 14,842 $1.3M No change
ALC Alcon Inc. filed as ALCON AG 0.94% 15,230 $1.3M No change
STZ Constellation Brands Inc. Class A 0.92% 4,593 $1.2M No change
TDY Teledyne Technologies Inc. 0.89% 2,792 $1.2M No change
PNC PNC Financial Services Group 0.85% 7,113 $1.1M No change
NOW ServiceNow Inc. 0.85% 1,502 $1.1M No change
MUFG Mitsubishi Ufj Finl-Spon ADR 0.85% 111,683 $1.1M No change
IVE iShares S&P 500 Value ETF 0.84% 6,099 $1.1M Add +29.0%
NVDA Nvidia Corp. 0.82% 1,226 $1.1M Reduce -31.2%
IWB iShares Russell 1000 ETF 0.82% 3,839 $1.1M Add +14.2%
OSK Oshkosh Corp. 0.78% 8,467 $1.1M No change
XEL Xcel Energy Inc. 0.77% 19,464 $1.0M Add +451.9%
MDT Medtronic PLC 0.72% 11,228 $979K No change
CFR Cullen/Frost Bankers Inc. 0.71% 8,530 $960K No change
IWM iShares Russell 2000 ETF 0.70% 4,506 $948K Add +12.2%
DXCM Dexcom Inc. 0.70% 6,830 $947K Add +17.9%
ELS Equity Lifestyle Properties 0.68% 14,239 $917K No change
QQQ Invesco QQQ Trust Series 1 0.67% 2,026 $900K Reduce -0.8%
CRM Salesforce Inc. 0.66% 2,946 $887K Reduce -15.4%
IWF iShares Russell 1000 Growth 0.64% 2,584 $871K Add +18.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.63% 3,404 $851K New
AXON Axon Enterprise Inc. 0.62% 2,660 $832K Reduce -38.0%
ISRG Intuitive Surgical Inc. 0.62% 2,084 $832K Reduce -2.3%
CCI Crown Castle Inc. 0.60% 7,669 $812K New
MA Mastercard Inc. Class A 0.60% 1,685 $811K No change
GOOG Alphabet Inc. Class C 0.60% 5,318 $810K Add +0.1%
CMG Chipotle Mexican Grill Inc. 0.58% 268 $779K No change
CRWD CrowdStrike Holdings Inc. Class A 0.56% 2,370 $760K Add +24.7%
TMUS T-Mobile US Inc. 0.56% 4,595 $750K Reduce -1.3%
TYL Tyler Technologies Inc. 0.53% 1,689 $718K New
XLK SS Technology Select Sector 0.52% 3,383 $705K New
WDAY Workday Inc. Class A 0.51% 2,540 $693K No change
GLOB Globant SA 0.51% 3,400 $686K New
PANW Palo Alto Networks Inc. 0.50% 2,385 $678K Reduce -35.4%
CBSH Commerce Bancshares Inc. 0.46% 11,746 $625K No change
XLV SS Health Care Select Sector 0.43% 3,905 $577K Reduce -1.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.40% 1,026 $537K Reduce -85.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.39% 11,618 $530K New
V Visa Inc. Class A 0.38% 1,830 $511K No change
VYMI Vanguard Int High DVD YLD Inc. 0.34% 6,654 $458K New
HGTY Hagerty Inc. Class A 0.34% 50,000 $458K No change
INTU Intuit Inc. 0.33% 693 $450K No change
PICB Invesco International Corpor 0.32% 19,603 $438K New
USFR Wisdomtree Floating Rate Tre 0.32% 8,702 $438K New
BND Vanguard Total Bond Market 0.32% 6,357 $436K New
IJR iShares Core S&P Small-Cap E 0.32% 3,882 $429K New
LULU Lululemon Athletica Inc. 0.31% 1,060 $414K Add +6.0%
TIPX SS SPDR BB 1-10YR Tips ETF 0.31% 22,211 $414K New
FISV Fiserv Inc. 0.30% 2,562 $409K New
IDXX Idexx Laboratories Inc. 0.30% 748 $404K No change
AMD Advanced Micro Devices 0.30% 2,220 $401K New
VRTX Vertex Pharmaceuticals Inc. 0.29% 940 $393K Reduce -51.2%
XENE Xenon Pharmaceuticals Inc. 0.29% 2,840 $392K New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.29% 4,455 $389K Reduce -0.7%
IVV iShares Core S&P 500 ETF 0.29% 738 $388K Reduce -48.2%
CSGP Costar Group Inc. 0.28% 3,960 $383K Reduce -3.1%
VEEV Veeva Systems Inc. Class A 0.27% 1,573 $364K Reduce -1.6%
BRK.B Berkshire Hathaway Inc. Class B 0.26% 839 $353K Reduce -3.2%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.26% 9,794 $349K New
IEMG iShares Core MSCI Emerging 0.25% 6,674 $344K New
VFH Vanguard Financials ETF 0.25% 3,247 $332K New
XLRE SS Real Estate Select Sector 0.25% 8,390 $332K New
IWV iShares Russell 3000 ETF 0.24% 1,070 $321K Add +23.1%
VGT Vanguard Info Tech ETF 0.24% 611 $320K New
VIOO Vanguard S&P Small-Cap 600 E 0.24% 3,142 $319K New

Show all 123 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $49K (not counted above)
SecurityClassShares / PrincipalValueChange
HAGERTY INC *W EXP 12/02/202 25,000$49KNo change

Total filed on the 13F, all lines: $135.2M.

Portfolio Sells Q4 2023 → Q1 2024
SPY SS SPDR S&P 500 ETF Trust-US Reduce -85.0% 0.40% −2.59
ITOT iShares Core S&P Total U.S. Sold out 0.00% −1.74
PSX Phillips 66 Sold out 0.00% −1.46
SYY Sysco Corp. Sold out 0.00% −0.77
AMGN Amgen Inc. Reduce -40.4% 1.28% −0.62
CPAY Fleetcor Technologies Inc. Sold out 0.00% −0.55
PANW Palo Alto Networks Inc. Reduce -35.4% 0.50% −0.50
VRTX Vertex Pharmaceuticals Inc. Reduce -51.2% 0.29% −0.43
QUAL iShares MSCI USA Quality Fac Sold out 0.00% −0.41
AXON Axon Enterprise Inc. Reduce -38.0% 0.62% −0.40
IVV iShares Core S&P 500 ETF Reduce -48.2% 0.29% −0.34
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.18
LEN Lennar Corp. Class A Reduce -2.0% 1.90% −0.18
CRM Salesforce Inc. Reduce -15.4% 0.66% −0.18
TMUS T-Mobile US Inc. Reduce -1.3% 0.56% −0.13
QQQ Invesco QQQ Trust Series 1 Reduce -0.8% 0.67% −0.10
PH Parker Hannifin Corp. Reduce -1.3% 2.00% −0.09
UAL United Airlines Holdings Inc. Reduce -25.8% 0.17% −0.08
PINS Pinterest Inc. Class A Reduce -3.4% 0.20% −0.07
XLV SS Health Care Select Sector Reduce -1.5% 0.43% −0.07
MLM Martin Marietta Materials Reduce -2.0% 1.97% −0.06
ISRG Intuitive Surgical Inc. Reduce -2.3% 0.62% −0.05
CSGP Costar Group Inc. Reduce -3.1% 0.28% −0.04
WFC Wells Fargo & Co. Reduce -15.9% 0.17% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.2% 0.26% −0.02
VEEV Veeva Systems Inc. Class A Reduce -1.6% 0.27% −0.01
TTD Trade Desk Inc./the Class A Reduce -0.7% 0.29% −0.01
NVDA Nvidia Corp. Reduce -31.2% 0.82% +0.01
META Meta Platforms Inc. Class A Reduce -1.7% 15.75% +1.25

Portfolio Buys Q4 2023 → Q1 2024
IUSV iShares Core S&P U.S. Value New 1.32% +1.32
BX Blackstone Inc. New 1.16% +1.16
VOO Vanguard S&P 500 ETF New 1.06% +1.06
LOW Lowe's Cos Inc. New 1.01% +1.01
TTE Totalenergies SE -Spon ADR New 1.01% +1.01
HON Honeywell International Inc. Add +399.8% 0.97% +0.73
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.63% +0.63
CCI Crown Castle Inc. New 0.60% +0.60
XEL Xcel Energy Inc. Add +451.9% 0.77% +0.57
TYL Tyler Technologies Inc. New 0.53% +0.53
XLK SS Technology Select Sector New 0.52% +0.52
GLOB Globant SA New 0.51% +0.51
IVW iShares S&P 500 Growth ETF Add +46.5% 2.05% +0.50
IUSB Ishr CR Unvrse Usd BD ETF-Ui New 0.39% +0.39
VYMI Vanguard Int High DVD YLD Inc. New 0.34% +0.34
PICB Invesco International Corpor New 0.32% +0.32
USFR Wisdomtree Floating Rate Tre New 0.32% +0.32
BND Vanguard Total Bond Market New 0.32% +0.32
IJR iShares Core S&P Small-Cap E New 0.32% +0.32
TIPX SS SPDR BB 1-10YR Tips ETF New 0.31% +0.31
FISV Fiserv Inc. New 0.30% +0.30
AMD Advanced Micro Devices New 0.30% +0.30
XENE Xenon Pharmaceuticals Inc. New 0.29% +0.29
FNDF Schwab Fndmn Intl LRG Co. ETF New 0.26% +0.26
IEMG iShares Core MSCI Emerging New 0.25% +0.25
VFH Vanguard Financials ETF New 0.25% +0.25
XLRE SS Real Estate Select Sector New 0.25% +0.25
VGT Vanguard Info Tech ETF New 0.24% +0.24
VIOO Vanguard S&P Small-Cap 600 E New 0.24% +0.24
AVGO Broadcom Inc. New 0.23% +0.23
AMZN Amazon.com Inc. Add +25.2% 1.29% +0.21
XNTK SS SPDR Nyse Tech ETF New 0.20% +0.20
JMOM JPMorgan US Momentum Factor New 0.19% +0.19
GSLC Goldman Activebeta US LC ETF New 0.18% +0.18
FBCG Fidelity Blue Chip Grow ETF New 0.17% +0.17
ARKW ARK Next Generation Technolo New 0.17% +0.17
VTI VG Morningstar TS MKT ETF-US New 0.17% +0.17
EWJ iShares MSCI Japan ETF New 0.15% +0.15
FCPI Fidelity Stocks for Infl ETF New 0.15% +0.15
IWR iShares Russell Mid-Cap ETF New 0.15% +0.15
TSM Taiwan Semiconductor-SP ADR New 0.15% +0.15
CRWD CrowdStrike Holdings Inc. Class A Add +24.7% 0.56% +0.12
IVE iShares S&P 500 Value ETF Add +29.0% 0.84% +0.09
DXCM Dexcom Inc. Add +17.9% 0.70% +0.04
IWF iShares Russell 1000 Growth Add +18.0% 0.64% +0.03
IWV iShares Russell 3000 ETF Add +23.1% 0.24% +0.02
IWB iShares Russell 1000 ETF Add +14.2% 0.82% +0.01
COST Costco Wholesale Corp. Add +1.6% 0.21% −0.02
CTVA Corteva Inc. Add +0.7% 1.48% −0.04
IWM iShares Russell 2000 ETF Add +12.2% 0.70% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 172$220.5MMETA, GOOGL, SGOV, IVW, GOOG
Q1 2026 170$193.2MMETA, SGOV, GOOGL, MSFT, IVW
Q4 2025 158$192.2MMETA, GOOGL, MSFT, PH, GOOG
Q3 2025 145$183.8MMETA, GOOGL, MSFT, IVW, PH
Q2 2025 143$173.3MMETA, MSFT, GOOGL, IVW, PH
Q1 2025 136$155.8MMETA, IVW, MSFT, GOOGL, PH
Q4 2024 134$157.9MMETA, GOOGL, MSFT, IVW, PH
Q3 2024 131$153.7MMETA, MSFT, IVW, GOOGL, PH
Q2 2024 128$140.5MMETA, GOOGL, MSFT, IVW, PH
Q1 2024 123$135.1MMETA, MSFT, GOOGL, IVW, PH