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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $135.1M Q1 2024 Q2 2024: $140.5M $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 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%
IWV iShares Russell 3000 ETF 0.25% 1,154 $356K Add +7.8%
NFLX Netflix Inc. 0.25% 515 $348K No change
XLRE SS Real Estate Select Sector 0.24% 8,818 $339K Add +5.1%
FBCG Fidelity Blue Chip Grow ETF 0.24% 7,812 $332K Add +31.4%
V Visa Inc. Class A 0.24% 1,263 $332K Reduce -31.0%
BNDX Vanguard Total Intl Bond ETF 0.23% 6,770 $329K New
PINS Pinterest Inc. Class A 0.23% 7,415 $327K Reduce -4.1%
LULU Lululemon Athletica Inc. 0.23% 1,085 $324K Add +2.4%
JMOM JPMorgan US Momentum Factor 0.23% 6,046 $324K Add +22.7%
AXP American Express Co. 0.23% 1,368 $317K Reduce -2.3%
GSLC Goldman Activebeta US LC ETF 0.22% 2,948 $315K Add +28.8%
VEEV Veeva Systems Inc. Class A 0.21% 1,648 $302K Add +4.8%
FNGS Microsectors Fang+ Etns filed as BANK MONTREAL MEDIUM 0.21% 5,885 $289K New
VTI VG Morningstar TS MKT ETF-US 0.20% 1,065 $285K Add +23.8%
HD Home Depot Inc. 0.19% 775 $267K Add +15.3%
ARKW ARK Next Generation Technolo 0.19% 3,374 $263K Add +25.1%
TSM Taiwan Semiconductor-SP ADR 0.18% 1,483 $258K No change
PEN Penumbra Inc. 0.18% 1,431 $258K Add +11.7%
GOVT iShares US Treasury Bond ETF 0.18% 11,318 $255K New
SOXX iShares Semiconductor ETF 0.18% 1,028 $254K New
UAL United Airlines Holdings Inc. 0.17% 4,900 $238K No change
WFC Wells Fargo & Co. 0.17% 3,918 $233K Reduce -1.2%
IWP iShares Russell Mid-Cap Grow 0.16% 2,092 $231K No change
FCPI Fidelity Stocks for Infl ETF 0.15% 5,210 $213K No change
ASML ASML Holding NV-NY Reg SHS 0.15% 200 $205K New
SCHB Schwab US Broad Market ETF 0.14% 3,218 $202K New
SMH Vaneck Semiconductor ETF 0.14% 770 $201K New
BCOV Brightcove 0.02% 14,081 $33K No change

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

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