17 Capital Partners, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 1, 2024), 17 Capital Partners, LLC reported 131 stock positions worth $153.7 million. Its top holding was Meta Platforms Class A (META) at 16.4% of the portfolio, followed by Microsoft (MSFT, 2.5%) and iShares S&P 500 Growth ETF (IVW, 2.2%). Compared with Q2 2024, it opened 10 new positions, sold out of 7, added to 57 and reduced 21. The biggest buy was a new position in Verizon Communications (VZ) and the biggest sale Autodesk (ADSK, shares −68%).

Most Recent 13F
Q2 2026
Location
PHEONIX, AZ
CIK
0001727407
Portfolio Value
$153.7M (Q3 2024)
SEC Filing
0001727407-24-000004 ↗ filed Nov 1, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $135.1M Q1 2024 Q2 2024: $140.5M Q2 2024 Q3 2024: $153.7M $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 131 stocks · $153.7M
META Meta Platforms Inc. Class A 16.36% 43,925 $25.1M Add +0.1%
MSFT Microsoft Corp. 2.49% 8,889 $3.8M Add +14.5%
IVW iShares S&P 500 Growth ETF 2.17% 34,846 $3.3M Add +2.3%
GOOGL Alphabet Inc. Class A 2.16% 19,985 $3.3M Add +4.2%
PH Parker Hannifin Corp. 1.99% 4,838 $3.1M No change
LEN Lennar Corp. Class A 1.80% 14,785 $2.8M No change
AMP Ameriprise Financial Inc. 1.65% 5,405 $2.5M No change
ADBE Adobe Inc. 1.40% 4,162 $2.2M No change
IUSV iShares Core S&P U.S. Value 1.36% 21,844 $2.1M Add +5.7%
CTVA Corteva Inc. 1.32% 34,381 $2.0M No change
AAPL Apple Inc. 1.29% 8,498 $2.0M Add +10.5%
AMZN Amazon.com Inc. 1.27% 10,502 $2.0M Add +1.6%
AMGN Amgen Inc. 1.19% 5,675 $1.8M No change
MLM Martin Marietta Materials 1.18% 3,355 $1.8M Reduce -6.5%
QCOM Qualcomm Inc. 1.15% 10,426 $1.8M No change
VOO Vanguard S&P 500 ETF 1.12% 3,263 $1.7M Add +6.0%
XYL Xylem Inc. 1.12% 12,732 $1.7M No change
COF Capital One Financial Corp. 1.11% 11,424 $1.7M Reduce -6.1%
GD General Dynamics Corp. 1.11% 5,648 $1.7M No change
DHR Danaher Corp. 1.11% 6,128 $1.7M No change
ECL Ecolab Inc. 1.10% 6,606 $1.7M No change
ANSS Ansys Inc. 1.07% 5,156 $1.6M No change
MCHP Microchip Technology Inc. 1.06% 20,260 $1.6M No change
KO The Coca-Cola Co. 1.04% 22,235 $1.6M No change
RPM RPM International Inc. 1.02% 13,004 $1.6M No change
ALC Alcon Inc. filed as ALCON AG 0.99% 15,230 $1.5M No change
NVDA Nvidia Corp. 0.98% 12,387 $1.5M Reduce -5.7%
IVV iShares Core S&P 500 ETF 0.98% 2,600 $1.5M Add +4.7%
IVE iShares S&P 500 Value ETF 0.97% 7,578 $1.5M Add +13.3%
MRK Merck & Co. Inc. 0.94% 12,785 $1.5M Reduce -6.1%
USB US Bancorp 0.94% 31,648 $1.4M No change
SONY Sony Group Corp. - SP ADR 0.93% 14,842 $1.4M No change
ATO Atmos Energy Corp. 0.93% 10,327 $1.4M No change
NOW ServiceNow Inc. 0.92% 1,578 $1.4M Add +0.1%
VZ Verizon Communications Inc. 0.89% 30,535 $1.4M New
PG The Procter & Gamble Co. 0.88% 7,850 $1.4M Add +0.1%
BX Blackstone Inc. 0.88% 8,831 $1.4M No change
LOW Lowe's Cos Inc. 0.88% 4,983 $1.3M Reduce -1.2%
IWB iShares Russell 1000 ETF 0.88% 4,284 $1.3M Add +5.0%
FISV Fiserv Inc. 0.86% 7,363 $1.3M Add +40.1%
SHW The Sherwin-Williams Co. 0.86% 3,452 $1.3M Reduce -0.1%
AWK American Water Works Co. Inc. 0.84% 8,852 $1.3M No change
PNC PNC Financial Services Group 0.81% 6,755 $1.2M No change
HON Honeywell International Inc. 0.80% 5,984 $1.2M No change
AIG American International Group 0.80% 16,878 $1.2M No change
QQQ Invesco QQQ Trust Series 1 0.80% 2,532 $1.2M Add +25.0%
TTE Totalenergies SE -Spon ADR 0.78% 18,581 $1.2M No change
STZ Constellation Brands Inc. Class A 0.76% 4,535 $1.2M No change
XEL Xcel Energy Inc. 0.76% 17,810 $1.2M Reduce -2.5%
IWF iShares Russell 1000 Growth 0.75% 3,055 $1.1M Add +7.9%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.74% 111,683 $1.1M No change
CTRA Coterra Energy Inc. 0.73% 46,950 $1.1M No change
TDY Teledyne Technologies Inc. 0.73% 2,568 $1.1M Reduce -2.1%
AXON Axon Enterprise Inc. 0.71% 2,713 $1.1M Reduce -1.7%
TMUS T-Mobile US Inc. 0.70% 5,194 $1.1M Add +14.9%
IWM iShares Russell 2000 ETF 0.70% 4,849 $1.1M Reduce -0.2%
TYL Tyler Technologies Inc. 0.67% 1,765 $1.0M Add +0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.65% 3,759 $992K Add +5.8%
MDT Medtronic PLC 0.64% 10,895 $981K No change
ELS Equity Lifestyle Properties 0.62% 13,371 $954K No change
CFR Cullen/Frost Bankers Inc. 0.58% 8,023 $897K No change
ISRG Intuitive Surgical Inc. 0.58% 1,816 $892K Reduce -16.9%
MA Mastercard Inc. Class A 0.56% 1,732 $855K Add +0.1%
XLK SS Technology Select Sector 0.55% 3,724 $841K Add +5.8%
NFLX Netflix Inc. 0.54% 1,160 $823K Add +125.2%
CMG Chipotle Mexican Grill Inc. 0.53% 14,242 $821K Add +2.8%
OSK Oshkosh Corp. 0.52% 7,903 $792K No change
GOOG Alphabet Inc. Class C 0.50% 4,641 $776K No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.46% 15,066 $710K Add +18.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.45% 1,202 $690K No change
CPAY Corpay Inc. 0.44% 2,182 $682K Add +0.1%
NBIX Neurocrine Biosciences Inc. 0.44% 5,846 $674K Add +97.2%
GLOB Globant SA 0.44% 3,385 $671K Reduce -2.0%
CBSH Commerce Bancshares Inc. 0.40% 10,435 $620K Reduce -5.2%
VFH Vanguard Financials ETF 0.40% 5,633 $619K Add +34.1%
CRM Salesforce Inc. 0.40% 2,252 $616K Add +0.5%
WDAY Workday Inc. Class A 0.39% 2,474 $605K Add +27.5%
VGT Vanguard Info Tech ETF 0.39% 1,025 $601K Add +30.2%
CRWD CrowdStrike Holdings Inc. Class A 0.37% 2,025 $568K Reduce -18.0%
BNDW Vanguard Total World Bond Et 0.37% 8,029 $567K Add +16.4%
VIOO Vanguard S&P Small-Cap 600 E 0.37% 5,237 $567K Add +29.1%
VYMI Vanguard Int High DVD YLD Inc. 0.37% 7,710 $566K Add +11.0%
HGTY Hagerty Inc. Class A 0.36% 55,000 $559K Add +10.0%
PANW Palo Alto Networks Inc. 0.35% 1,592 $544K Add +0.1%
PICB Invesco International Corpor 0.35% 23,049 $540K Add +11.9%
USFR Wisdomtree Floating Rate Tre 0.34% 10,266 $516K Add +12.7%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.33% 4,664 $511K Add +0.7%
IJR iShares Core S&P Small-Cap E 0.33% 4,292 $502K Add +5.7%
XLV SS Health Care Select Sector 0.33% 3,248 $500K Reduce -12.1%
XNTK SS SPDR Nyse Tech ETF 0.33% 2,530 $500K Add +30.1%
AMD Advanced Micro Devices 0.32% 3,015 $495K Add +24.6%
ADSK Autodesk Inc. 0.32% 1,790 $493K Reduce -68.5%
TIPX SS SPDR BB 1-10YR Tips ETF 0.31% 25,451 $482K Add +12.8%
VRTX Vertex Pharmaceuticals Inc. 0.30% 992 $461K Add +0.2%
JMOM JPMorgan US Momentum Factor 0.29% 7,836 $448K Add +29.6%
INTU Intuit Inc. 0.29% 709 $440K Add +0.1%
FBCG Fidelity Blue Chip Grow ETF 0.28% 10,107 $432K Add +29.4%
IEMG iShares Core MSCI Emerging 0.28% 7,386 $424K Reduce -22.0%
GSLC Goldman Activebeta US LC ETF 0.27% 3,741 $423K Add +26.9%
CSGP Costar Group Inc. 0.27% 5,518 $416K Add +0.2%

Show all 131 holdings

Portfolio Sells Q2 2024 → Q3 2024
ADSK Autodesk Inc. Reduce -68.5% 0.32% −0.68
VEA Vanguard Ftse Developed ETF Sold out 0.00% −0.42
DXCM Dexcom Inc. Reduce -20.6% 0.25% −0.33
CRWD CrowdStrike Holdings Inc. Class A Reduce -18.0% 0.37% −0.30
MRK Merck & Co. Inc. Reduce -6.1% 0.94% −0.25
BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.23
LULU Lululemon Athletica Inc. Sold out 0.00% −0.23
MLM Martin Marietta Materials Reduce -6.5% 1.18% −0.21
PEN Penumbra Inc. Sold out 0.00% −0.18
GOVT iShares US Treasury Bond ETF Sold out 0.00% −0.18
NVDA Nvidia Corp. Reduce -5.7% 0.98% −0.18
ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −0.15
SCHB Schwab US Broad Market ETF Sold out 0.00% −0.14
ISRG Intuitive Surgical Inc. Reduce -16.9% 0.58% −0.11
COF Capital One Financial Corp. Reduce -6.1% 1.11% −0.09
IEMG iShares Core MSCI Emerging Reduce -22.0% 0.28% −0.09
XLV SS Health Care Select Sector Reduce -12.1% 0.33% −0.06
V Visa Inc. Class A Reduce -17.8% 0.19% −0.05
CBSH Commerce Bancshares Inc. Reduce -5.2% 0.40% −0.03
IDXX Idexx Laboratories Inc. Reduce -5.0% 0.24% −0.03
IWM iShares Russell 2000 ETF Reduce -0.2% 0.70% −0.00
GLOB Globant SA Reduce -2.0% 0.44% −0.00
TDY Teledyne Technologies Inc. Reduce -2.1% 0.73% +0.01
VEEV Veeva Systems Inc. Class A Reduce -1.2% 0.22% +0.01
XEL Xcel Energy Inc. Reduce -2.5% 0.76% +0.06
LOW Lowe's Cos Inc. Reduce -1.2% 0.88% +0.09
SHW The Sherwin-Williams Co. Reduce -0.1% 0.86% +0.12
AXON Axon Enterprise Inc. Reduce -1.7% 0.71% +0.13

Portfolio Buys Q2 2024 → Q3 2024
VZ Verizon Communications Inc. New 0.89% +0.89
META Meta Platforms Inc. Class A Add +0.1% 16.36% +0.61
FISV Fiserv Inc. Add +40.1% 0.86% +0.30
NFLX Netflix Inc. Add +125.2% 0.54% +0.29
PSA Public Storage New 0.27% +0.27
PEP Pepsico Inc. New 0.26% +0.26
VXF Vanguard Extended Market ETF New 0.17% +0.17
NBIX Neurocrine Biosciences Inc. Add +97.2% 0.44% +0.15
SPOT Spotify Technology SA New 0.15% +0.15
EEM iShares MSCI Emerging Market New 0.14% +0.14
AVGO Broadcom Inc. New 0.14% +0.14
ABBV Abbvie Inc. New 0.14% +0.14
AAPL Apple Inc. Add +10.5% 1.29% +0.14
TMUS T-Mobile US Inc. Add +14.9% 0.70% +0.13
IWR iShares Russell Mid-Cap ETF New 0.13% +0.13
QQQ Invesco QQQ Trust Series 1 Add +25.0% 0.80% +0.11
IVE iShares S&P 500 Value ETF Add +13.3% 0.97% +0.11
VFH Vanguard Financials ETF Add +34.1% 0.40% +0.10
VIOO Vanguard S&P Small-Cap 600 E Add +29.1% 0.37% +0.09
WDAY Workday Inc. Class A Add +27.5% 0.39% +0.08
VGT Vanguard Info Tech ETF Add +30.2% 0.39% +0.07
IUSV iShares Core S&P U.S. Value Add +5.7% 1.36% +0.06
JMOM JPMorgan US Momentum Factor Add +29.6% 0.29% +0.06
ARKW ARK Next Generation Technolo Add +31.6% 0.25% +0.06
XNTK SS SPDR Nyse Tech ETF Add +30.1% 0.33% +0.05
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +18.4% 0.46% +0.05
GSLC Goldman Activebeta US LC ETF Add +26.9% 0.27% +0.05
BDN Brandywine Realty Trust New 0.05% +0.05
FBCG Fidelity Blue Chip Grow ETF Add +29.4% 0.28% +0.05
VTI VG Morningstar TS MKT ETF-US Add +26.2% 0.25% +0.04
AMD Advanced Micro Devices Add +24.6% 0.32% +0.04
TYL Tyler Technologies Inc. Add +0.1% 0.67% +0.04
SMH Vaneck Semiconductor ETF Add +46.5% 0.18% +0.04
NOW ServiceNow Inc. Add +0.1% 0.92% +0.04
BNDW Vanguard Total World Bond Et Add +16.4% 0.37% +0.04
FNGS Microsectors Fang+ Etns Add +26.9% 0.24% +0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +5.8% 0.65% +0.03
CPAY Corpay Inc. Add +0.1% 0.44% +0.03
VYMI Vanguard Int High DVD YLD Inc. Add +11.0% 0.37% +0.03
PICB Invesco International Corpor Add +11.9% 0.35% +0.03
XLRE SS Real Estate Select Sector Add +5.2% 0.27% +0.03
SOXX iShares Semiconductor ETF Add +33.3% 0.21% +0.03
VOO Vanguard S&P 500 ETF Add +6.0% 1.12% +0.02
MSFT Microsoft Corp. Add +14.5% 2.49% +0.02
IJR iShares Core S&P Small-Cap E Add +5.7% 0.33% +0.02
TIPX SS SPDR BB 1-10YR Tips ETF Add +12.8% 0.31% +0.02
IWV iShares Russell 3000 ETF Add +10.1% 0.27% +0.02
MA Mastercard Inc. Class A Add +0.1% 0.56% +0.01
IWB iShares Russell 1000 ETF Add +5.0% 0.88% +0.01
IWF iShares Russell 1000 Growth Add +7.9% 0.75% +0.01

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