17 Capital Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), 17 Capital Partners, LLC reported 128 stock positions worth $140.5 million. Its top holding was Meta Platforms Class A (META) at 15.8% of the portfolio, followed by Alphabet Class A (GOOGL, 2.5%) and Microsoft (MSFT, 2.5%). Compared with Q1 2024, it opened 14 new positions, sold out of 9, added to 57 and reduced 39. The biggest buy was a new position in American International (AIG) and the biggest sale Microsoft (MSFT, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- PHEONIX, AZ
- CIK
- 0001727407
- Portfolio Value
- $140.5M (Q2 2024)
- SEC Filing
- 0001727407-24-000003 ↗ filed Jul 18, 2024
Holdings Value
Holdings 128 stocks · $140.5M
| META Meta Platforms Inc. Class A | 15.75% | 43,898 | $22.1M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 2.49% | 19,185 | $3.5M | Add +1.7% |
| MSFT Microsoft Corp. | 2.47% | 7,762 | $3.5M | Reduce -24.2% |
| IVW iShares S&P 500 Growth ETF | 2.24% | 34,060 | $3.2M | Add +4.1% |
| PH Parker Hannifin Corp. | 1.74% | 4,838 | $2.4M | Reduce -0.5% |
| ADBE Adobe Inc. | 1.65% | 4,162 | $2.3M | No change |
| AMP Ameriprise Financial Inc. | 1.64% | 5,405 | $2.3M | Reduce -1.2% |
| LEN Lennar Corp. Class A | 1.58% | 14,785 | $2.2M | Reduce -0.9% |
| QCOM Qualcomm Inc. | 1.48% | 10,426 | $2.1M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 1.42% | 10,342 | $2.0M | Add +7.1% |
| MLM Martin Marietta Materials | 1.38% | 3,590 | $1.9M | Reduce -17.1% |
| CTVA Corteva Inc. | 1.32% | 34,381 | $1.9M | Reduce -0.8% |
| MCHP Microchip Technology Inc. | 1.32% | 20,260 | $1.9M | No change |
| IUSV iShares Core S&P U.S. Value | 1.30% | 20,671 | $1.8M | Add +4.8% |
| AMGN Amgen Inc. | 1.26% | 5,675 | $1.8M | Reduce -6.6% |
| XYL Xylem Inc. | 1.23% | 12,732 | $1.7M | No change |
| MRK Merck & Co. Inc. | 1.20% | 13,610 | $1.7M | Add +2.3% |
| COF Capital One Financial Corp. | 1.20% | 12,163 | $1.7M | No change |
| ANSS Ansys Inc. | 1.18% | 5,156 | $1.7M | Reduce -0.4% |
| GD General Dynamics Corp. | 1.17% | 5,648 | $1.6M | Add +2.5% |
| NVDA Nvidia Corp. | 1.15% | 13,130 | $1.6M | Add +7.1% |
| AAPL Apple Inc. | 1.15% | 7,688 | $1.6M | Reduce -8.6% |
| ECL Ecolab Inc. | 1.12% | 6,606 | $1.6M | Reduce -7.2% |
| VOO Vanguard S&P 500 ETF | 1.10% | 3,079 | $1.5M | Add +3.5% |
| DHR Danaher Corp. | 1.09% | 6,128 | $1.5M | No change |
| KO The Coca-Cola Co. | 1.01% | 22,235 | $1.4M | Reduce -0.6% |
| ADSK Autodesk Inc. | 1.00% | 5,677 | $1.4M | Reduce -7.9% |
| RPM RPM International Inc. | 1.00% | 13,004 | $1.4M | No change |
| IVV iShares Core S&P 500 ETF | 0.97% | 2,484 | $1.4M | Add +236.6% |
| ALC Alcon Inc. filed as ALCON AG | 0.97% | 15,230 | $1.4M | No change |
| PG The Procter & Gamble Co. | 0.92% | 7,846 | $1.3M | Reduce -6.1% |
| HON Honeywell International Inc. | 0.91% | 5,984 | $1.3M | Reduce -6.7% |
| SONY Sony Group Corp. - SP ADR | 0.90% | 14,842 | $1.3M | No change |
| USB US Bancorp | 0.89% | 31,648 | $1.3M | No change |
| AIG American International Group | 0.89% | 16,878 | $1.3M | New |
| CTRA Coterra Energy Inc. | 0.89% | 46,950 | $1.3M | Reduce -6.0% |
| NOW ServiceNow Inc. | 0.88% | 1,577 | $1.2M | Add +5.0% |
| TTE Totalenergies SE -Spon ADR | 0.88% | 18,581 | $1.2M | Reduce -6.1% |
| IVE iShares S&P 500 Value ETF | 0.87% | 6,688 | $1.2M | Add +9.7% |
| IWB iShares Russell 1000 ETF | 0.86% | 4,081 | $1.2M | Add +6.3% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.86% | 111,683 | $1.2M | No change |
| ATO Atmos Energy Corp. | 0.86% | 10,327 | $1.2M | Reduce -5.8% |
| STZ Constellation Brands Inc. Class A | 0.83% | 4,535 | $1.2M | Reduce -1.3% |
| AWK American Water Works Co. Inc. | 0.81% | 8,852 | $1.1M | New |
| LOW Lowe's Cos Inc. | 0.79% | 5,044 | $1.1M | Reduce -6.1% |
| BX Blackstone Inc. | 0.78% | 8,831 | $1.1M | Reduce -26.2% |
| PNC PNC Financial Services Group | 0.75% | 6,755 | $1.1M | Reduce -5.0% |
| IWF iShares Russell 1000 Growth | 0.73% | 2,831 | $1.0M | Add +9.6% |
| SHW The Sherwin-Williams Co. | 0.73% | 3,454 | $1.0M | New |
| TDY Teledyne Technologies Inc. | 0.72% | 2,622 | $1.0M | Reduce -6.1% |
| IWM iShares Russell 2000 ETF | 0.70% | 4,857 | $985K | Add +7.8% |
| XEL Xcel Energy Inc. | 0.69% | 18,264 | $975K | Reduce -6.2% |
| ISRG Intuitive Surgical Inc. | 0.69% | 2,184 | $972K | Add +4.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.69% | 2,026 | $971K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.67% | 2,470 | $946K | Add +4.2% |
| TYL Tyler Technologies Inc. | 0.63% | 1,764 | $887K | Add +4.4% |
| ELS Equity Lifestyle Properties | 0.62% | 13,371 | $871K | Reduce -6.1% |
| CMG Chipotle Mexican Grill Inc. | 0.62% | 13,850 | $868K | Add +3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.61% | 3,553 | $860K | Add +4.4% |
| MDT Medtronic PLC | 0.61% | 10,895 | $858K | Reduce -3.0% |
| OSK Oshkosh Corp. | 0.61% | 7,903 | $855K | Reduce -6.7% |
| GOOG Alphabet Inc. Class C | 0.61% | 4,641 | $851K | Reduce -12.7% |
| CFR Cullen/Frost Bankers Inc. | 0.58% | 8,023 | $815K | Reduce -5.9% |
| AXON Axon Enterprise Inc. | 0.58% | 2,760 | $812K | Add +3.8% |
| DXCM Dexcom Inc. | 0.57% | 7,080 | $803K | Add +3.7% |
| TMUS T-Mobile US Inc. | 0.57% | 4,519 | $796K | Reduce -1.6% |
| XLK SS Technology Select Sector | 0.57% | 3,519 | $796K | Add +4.0% |
| FISV Fiserv Inc. | 0.56% | 5,257 | $784K | Add +105.2% |
| MA Mastercard Inc. Class A | 0.54% | 1,730 | $763K | Add +2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 1,202 | $654K | Add +17.1% |
| GLOB Globant SA | 0.44% | 3,455 | $616K | Add +1.6% |
| CBSH Commerce Bancshares Inc. | 0.44% | 11,007 | $614K | Reduce -6.3% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 12,058 | $596K | New |
| CPAY Corpay Inc. | 0.41% | 2,179 | $581K | New |
| CRM Salesforce Inc. | 0.41% | 2,242 | $576K | Reduce -23.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.41% | 12,722 | $575K | Add +9.5% |
| PANW Palo Alto Networks Inc. | 0.38% | 1,590 | $539K | Reduce -33.3% |
| XLV SS Health Care Select Sector | 0.38% | 3,695 | $539K | Reduce -5.4% |
| HGTY Hagerty Inc. Class A | 0.37% | 50,000 | $520K | No change |
| IEMG iShares Core MSCI Emerging | 0.36% | 9,474 | $507K | Add +42.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.34% | 6,944 | $476K | Add +4.4% |
| BNDW Vanguard Total World Bond Et | 0.33% | 6,895 | $469K | New |
| INTU Intuit Inc. | 0.33% | 708 | $465K | Add +2.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.33% | 990 | $464K | Add +5.3% |
| USFR Wisdomtree Floating Rate Tre | 0.33% | 9,107 | $458K | Add +4.7% |
| VGT Vanguard Info Tech ETF | 0.32% | 787 | $454K | Add +28.8% |
| PICB Invesco International Corpor | 0.32% | 20,604 | $453K | Add +5.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.32% | 4,630 | $452K | Add +3.9% |
| WDAY Workday Inc. Class A | 0.31% | 1,940 | $434K | Reduce -23.6% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 4,060 | $433K | Add +4.6% |
| VFH Vanguard Financials ETF | 0.30% | 4,202 | $420K | Add +29.4% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.30% | 22,562 | $417K | Add +1.6% |
| NBIX Neurocrine Biosciences Inc. | 0.29% | 2,965 | $408K | New |
| CSGP Costar Group Inc. | 0.29% | 5,505 | $408K | Add +39.0% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.28% | 4,058 | $399K | Add +29.1% |
| AMD Advanced Micro Devices | 0.28% | 2,420 | $393K | Add +9.0% |
| XNTK SS SPDR Nyse Tech ETF | 0.27% | 1,945 | $380K | Add +30.3% |
| IDXX Idexx Laboratories Inc. | 0.26% | 758 | $369K | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 881 | $358K | Add +5.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.25% | 10,210 | $358K | Add +4.3% |
Portfolio Sells Q1 2024 → Q2 2024
| MSFT Microsoft Corp. | Reduce -24.2% | 2.47% | −0.72 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.60 |
| MLM Martin Marietta Materials | Reduce -17.1% | 1.38% | −0.58 |
| BX Blackstone Inc. | Reduce -26.2% | 0.78% | −0.39 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.32 |
| LEN Lennar Corp. Class A | Reduce -0.9% | 1.58% | −0.32 |
| XENE Xenon Pharmaceuticals Inc. | Sold out | 0.00% | −0.29 |
| PH Parker Hannifin Corp. | Reduce -0.5% | 1.74% | −0.26 |
| CRM Salesforce Inc. | Reduce -23.9% | 0.41% | −0.25 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.23 |
| LOW Lowe's Cos Inc. | Reduce -6.1% | 0.79% | −0.22 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.21 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.21 |
| WDAY Workday Inc. Class A | Reduce -23.6% | 0.31% | −0.20 |
| ADSK Autodesk Inc. | Reduce -7.9% | 1.00% | −0.19 |
| OSK Oshkosh Corp. | Reduce -6.7% | 0.61% | −0.17 |
| TDY Teledyne Technologies Inc. | Reduce -6.1% | 0.72% | −0.16 |
| CTVA Corteva Inc. | Reduce -0.8% | 1.32% | −0.16 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.15 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.15 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.15 |
| ANSS Ansys Inc. | Reduce -0.4% | 1.18% | −0.15 |
| V Visa Inc. Class A | Reduce -31.0% | 0.24% | −0.14 |
| CTRA Coterra Energy Inc. | Reduce -6.0% | 0.89% | −0.14 |
| AMP Ameriprise Financial Inc. | Reduce -1.2% | 1.64% | −0.13 |
| CFR Cullen/Frost Bankers Inc. | Reduce -5.9% | 0.58% | −0.13 |
| TTE Totalenergies SE -Spon ADR | Reduce -6.1% | 0.88% | −0.13 |
| PANW Palo Alto Networks Inc. | Reduce -33.3% | 0.38% | −0.12 |
| MDT Medtronic PLC | Reduce -3.0% | 0.61% | −0.11 |
| ATO Atmos Energy Corp. | Reduce -5.8% | 0.86% | −0.11 |
| PNC PNC Financial Services Group | Reduce -5.0% | 0.75% | −0.10 |
| ECL Ecolab Inc. | Reduce -7.2% | 1.12% | −0.10 |
| STZ Constellation Brands Inc. Class A | Reduce -1.3% | 0.83% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -6.1% | 0.92% | −0.08 |
| XEL Xcel Energy Inc. | Reduce -6.2% | 0.69% | −0.08 |
| HON Honeywell International Inc. | Reduce -6.7% | 0.91% | −0.06 |
| ELS Equity Lifestyle Properties | Reduce -6.1% | 0.62% | −0.06 |
| XLV SS Health Care Select Sector | Reduce -5.4% | 0.38% | −0.04 |
| CBSH Commerce Bancshares Inc. | Reduce -6.3% | 0.44% | −0.03 |
| AMGN Amgen Inc. | Reduce -6.6% | 1.26% | −0.02 |
| AXP American Express Co. | Reduce -2.3% | 0.23% | −0.01 |
| KO The Coca-Cola Co. | Reduce -0.6% | 1.01% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -1.2% | 0.17% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -12.7% | 0.61% | +0.01 |
| TMUS T-Mobile US Inc. | Reduce -1.6% | 0.57% | +0.01 |
| PINS Pinterest Inc. Class A | Reduce -4.1% | 0.23% | +0.03 |
| AAPL Apple Inc. | Reduce -8.6% | 1.15% | +0.09 |
| QCOM Qualcomm Inc. | Reduce -0.5% | 1.48% | +0.16 |
Portfolio Buys Q1 2024 → Q2 2024
| AIG American International Group | New | 0.89% | +0.89 |
| AWK American Water Works Co. Inc. | New | 0.81% | +0.81 |
| SHW The Sherwin-Williams Co. | New | 0.73% | +0.73 |
| IVV iShares Core S&P 500 ETF | Add +236.6% | 0.97% | +0.68 |
| VEA Vanguard Ftse Developed ETF | New | 0.42% | +0.42 |
| CPAY Corpay Inc. | New | 0.41% | +0.41 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 2.49% | +0.38 |
| NVDA Nvidia Corp. | Add +7.1% | 1.15% | +0.33 |
| BNDW Vanguard Total World Bond Et | New | 0.33% | +0.33 |
| NBIX Neurocrine Biosciences Inc. | New | 0.29% | +0.29 |
| FISV Fiserv Inc. | Add +105.2% | 0.56% | +0.25 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.23% | +0.23 |
| FNGS Microsectors Fang+ Etns | New | 0.21% | +0.21 |
| IVW iShares S&P 500 Growth ETF | Add +4.1% | 2.24% | +0.20 |
| GOVT iShares US Treasury Bond ETF | New | 0.18% | +0.18 |
| SOXX iShares Semiconductor ETF | New | 0.18% | +0.18 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.15% | +0.15 |
| SCHB Schwab US Broad Market ETF | New | 0.14% | +0.14 |
| SMH Vaneck Semiconductor ETF | New | 0.14% | +0.14 |
| AMZN Amazon.com Inc. | Add +7.1% | 1.42% | +0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.2% | 0.67% | +0.11 |
| IEMG iShares Core MSCI Emerging | Add +42.0% | 0.36% | +0.11 |
| TYL Tyler Technologies Inc. | Add +4.4% | 0.63% | +0.10 |
| IWF iShares Russell 1000 Growth | Add +9.6% | 0.73% | +0.09 |
| VGT Vanguard Info Tech ETF | Add +28.8% | 0.32% | +0.09 |
| ISRG Intuitive Surgical Inc. | Add +4.8% | 0.69% | +0.08 |
| XNTK SS SPDR Nyse Tech ETF | Add +30.3% | 0.27% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +17.1% | 0.47% | +0.07 |
| FBCG Fidelity Blue Chip Grow ETF | Add +31.4% | 0.24% | +0.07 |
| VFH Vanguard Financials ETF | Add +29.4% | 0.30% | +0.05 |
| GSLC Goldman Activebeta US LC ETF | Add +28.8% | 0.22% | +0.05 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +29.1% | 0.28% | +0.05 |
| IWB iShares Russell 1000 ETF | Add +6.3% | 0.86% | +0.05 |
| XLK SS Technology Select Sector | Add +4.0% | 0.57% | +0.05 |
| CMG Chipotle Mexican Grill Inc. | Add +3.4% | 0.62% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +5.3% | 0.33% | +0.04 |
| JMOM JPMorgan US Momentum Factor | Add +22.7% | 0.23% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +23.8% | 0.20% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +3.5% | 1.10% | +0.04 |
| NOW ServiceNow Inc. | Add +5.0% | 0.88% | +0.04 |
| TTD Trade Desk Inc./the Class A | Add +3.9% | 0.32% | +0.03 |
| IVE iShares S&P 500 Value ETF | Add +9.7% | 0.87% | +0.02 |
| ARKW ARK Next Generation Technolo | Add +25.1% | 0.19% | +0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +9.5% | 0.41% | +0.02 |
| IWV iShares Russell 3000 ETF | Add +7.8% | 0.25% | +0.02 |
| GD General Dynamics Corp. | Add +2.5% | 1.17% | +0.01 |
| CSGP Costar Group Inc. | Add +39.0% | 0.29% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.2% | 15.75% | +0.01 |
| USFR Wisdomtree Floating Rate Tre | Add +4.7% | 0.33% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +7.8% | 0.70% | −0.00 |
Notes & Other Activity Q1 2024 → Q2 2024
| HAGERTY INC | *W EXP 12/02/202 | Sold out | 25,000 | $49Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 172 | $220.5M | META, GOOGL, SGOV, IVW, GOOG |
| Q1 2026 | 170 | $193.2M | META, SGOV, GOOGL, MSFT, IVW |
| Q4 2025 | 158 | $192.2M | META, GOOGL, MSFT, PH, GOOG |
| Q3 2025 | 145 | $183.8M | META, GOOGL, MSFT, IVW, PH |
| Q2 2025 | 143 | $173.3M | META, MSFT, GOOGL, IVW, PH |
| Q1 2025 | 136 | $155.8M | META, IVW, MSFT, GOOGL, PH |
| Q4 2024 | 134 | $157.9M | META, GOOGL, MSFT, IVW, PH |
| Q3 2024 | 131 | $153.7M | META, MSFT, IVW, GOOGL, PH |
| Q2 2024 | 128 | $140.5M | META, GOOGL, MSFT, IVW, PH |
| Q1 2024 | 123 | $135.1M | META, MSFT, GOOGL, IVW, PH |