17 Capital Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), 17 Capital Partners, LLC reported 134 stock positions worth $157.9 million. Its top holding was Meta Platforms Class A (META) at 16.3% of the portfolio, followed by Alphabet Class A (GOOGL, 2.4%) and Microsoft (MSFT, 2.4%). Compared with Q3 2024, it opened 10 new positions, sold out of 7, added to 61 and reduced 20. The biggest buy was a new position in SS SPDR P S&P 500 Growth ETF (SPYG) and the biggest sale an exit from Totalenergies SE -Spon ADR (TTE).

Most Recent 13F
Q2 2026
Location
PHEONIX, AZ
CIK
0001727407
Portfolio Value
$157.9M (Q4 2024)
SEC Filing
0001727407-25-000001 ↗ filed Jan 28, 2025

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 Q3 2024 Q4 2024: $157.9M $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 134 stocks · $157.9M
META Meta Platforms Inc. Class A 16.28% 43,905 $25.7M Reduce -0.1%
GOOGL Alphabet Inc. Class A 2.43% 20,282 $3.8M Add +1.5%
MSFT Microsoft Corp. 2.41% 9,025 $3.8M Add +1.5%
IVW iShares S&P 500 Growth ETF 2.39% 37,179 $3.8M Add +6.7%
PH Parker Hannifin Corp. 1.95% 4,838 $3.1M No change
AMP Ameriprise Financial Inc. 1.82% 5,405 $2.9M No change
AMZN Amazon.com Inc. 1.48% 10,682 $2.3M Add +1.7%
IUSV iShares Core S&P U.S. Value 1.47% 25,074 $2.3M Add +14.8%
AAPL Apple Inc. 1.38% 8,674 $2.2M Add +2.1%
VOO Vanguard S&P 500 ETF 1.32% 3,877 $2.1M Add +18.8%
COF Capital One Financial Corp. 1.29% 11,424 $2.0M No change
LEN Lennar Corp. Class A 1.28% 14,785 $2.0M No change
CTVA Corteva Inc. 1.24% 34,381 $2.0M No change
ADBE Adobe Inc. 1.17% 4,162 $1.9M No change
MLM Martin Marietta Materials 1.10% 3,355 $1.7M No change
NVDA Nvidia Corp. 1.09% 12,772 $1.7M Add +3.1%
QCOM Qualcomm Inc. 1.01% 10,426 $1.6M No change
RPM RPM International Inc. 1.01% 13,004 $1.6M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.01% 2,714 $1.6M Add +125.8%
SONY Sony Group Corp. - SP ADR 0.99% 74,210 $1.6M No change
ECL Ecolab Inc. 0.98% 6,606 $1.5M No change
FISV Fiserv Inc. 0.97% 7,443 $1.5M Add +1.1%
BX Blackstone Inc. 0.96% 8,831 $1.5M No change
ANSS Ansys Inc. 0.96% 4,489 $1.5M Reduce -12.9%
USB US Bancorp 0.96% 31,648 $1.5M No change
IVV iShares Core S&P 500 ETF 0.95% 2,561 $1.5M Reduce -1.5%
IVE iShares S&P 500 Value ETF 0.95% 7,898 $1.5M Add +4.2%
NOW ServiceNow Inc. 0.95% 1,416 $1.5M Reduce -10.3%
AMGN Amgen Inc. 0.94% 5,675 $1.5M No change
XYL Xylem Inc. 0.92% 12,457 $1.4M Reduce -2.2%
ATO Atmos Energy Corp. 0.91% 10,327 $1.4M No change
GD General Dynamics Corp. 0.90% 5,393 $1.4M Reduce -4.5%
IWB iShares Russell 1000 ETF 0.89% 4,386 $1.4M Add +2.4%
DHR Danaher Corp. 0.89% 6,128 $1.4M No change
KO The Coca-Cola Co. 0.87% 22,160 $1.4M Reduce -0.3%
HON Honeywell International Inc. 0.86% 5,984 $1.4M No change
PNC PNC Financial Services Group 0.84% 6,880 $1.3M Add +1.9%
PG The Procter & Gamble Co. 0.83% 7,850 $1.3M No change
MUFG Mitsubishi Ufj Finl-Spon ADR 0.83% 111,683 $1.3M No change
ALC Alcon Inc. filed as ALCON AG 0.82% 15,230 $1.3M No change
IWF iShares Russell 1000 Growth 0.81% 3,181 $1.3M Add +4.1%
MRK Merck & Co. Inc. 0.79% 12,493 $1.2M Reduce -2.3%
LOW Lowe's Cos Inc. 0.78% 4,983 $1.2M No change
AIG American International Group 0.78% 16,878 $1.2M No change
XEL Xcel Energy Inc. 0.76% 17,810 $1.2M No change
CTRA Coterra Energy Inc. 0.76% 46,950 $1.2M No change
VZ Verizon Communications Inc. 0.76% 29,888 $1.2M Reduce -2.1%
TDY Teledyne Technologies Inc. 0.75% 2,568 $1.2M No change
SHW The Sherwin-Williams Co. 0.75% 3,500 $1.2M Add +1.4%
QQQ Invesco QQQ Trust Series 1 0.75% 2,326 $1.2M Reduce -8.1%
MCHP Microchip Technology Inc. 0.74% 20,260 $1.2M No change
TMUS T-Mobile US Inc. 0.73% 5,194 $1.1M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.72% 4,286 $1.1M Add +14.0%
AWK American Water Works Co. Inc. 0.70% 8,852 $1.1M No change
IWM iShares Russell 2000 ETF 0.69% 4,927 $1.1M Add +1.6%
NFLX Netflix Inc. 0.69% 1,220 $1.1M Add +5.2%
CFR Cullen/Frost Bankers Inc. 0.68% 8,023 $1.1M No change
TYL Tyler Technologies Inc. 0.65% 1,775 $1.0M Add +0.6%
SPYG SS SPDR P S&P 500 Growth ETF 0.63% 11,400 $1.0M New
XLK SS Technology Select Sector 0.62% 4,235 $985K Add +13.7%
ISRG Intuitive Surgical Inc. 0.61% 1,851 $966K Add +1.9%
ADSK Autodesk Inc. 0.61% 3,250 $961K Add +81.6%
STZ Constellation Brands Inc. Class A 0.61% 4,325 $956K Reduce -4.6%
AXON Axon Enterprise Inc. 0.60% 1,588 $944K Reduce -41.5%
MA Mastercard Inc. Class A 0.59% 1,767 $930K Add +2.0%
CPAY Corpay Inc. 0.57% 2,652 $897K Add +21.5%
ELS Equity Lifestyle Properties 0.56% 13,371 $891K No change
GOOG Alphabet Inc. Class C 0.56% 4,641 $884K No change
CMG Chipotle Mexican Grill Inc. 0.55% 14,467 $872K Add +1.6%
MDT Medtronic PLC 0.53% 10,566 $844K Reduce -3.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.52% 18,046 $816K Add +19.8%
CRM Salesforce Inc. 0.48% 2,252 $753K No change
OSK Oshkosh Corp. 0.48% 7,903 $751K No change
VFH Vanguard Financials ETF 0.46% 6,156 $727K Add +9.3%
GLOB Globant SA 0.44% 3,235 $694K Reduce -4.4%
VGT Vanguard Info Tech ETF 0.43% 1,103 $686K Add +7.6%
CBSH Commerce Bancshares Inc. 0.43% 10,954 $683K Add +5.0%
WDAY Workday Inc. Class A 0.41% 2,534 $654K Add +2.4%
BNDW Vanguard Total World Bond Et 0.41% 9,561 $652K Add +19.1%
USFR Wisdomtree Floating Rate Tre 0.39% 12,189 $613K Add +18.7%
VIOO Vanguard S&P Small-Cap 600 E 0.39% 5,767 $612K Add +10.1%
VYMI Vanguard Int High DVD YLD Inc. 0.38% 8,941 $607K Add +16.0%
PICB Invesco International Corpor 0.37% 27,165 $586K Add +17.9%
PANW Palo Alto Networks Inc. 0.37% 3,184 $579K No change
IJR iShares Core S&P Small-Cap E 0.36% 4,960 $571K Add +15.6%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.36% 4,809 $565K Add +3.1%
TIPX SS SPDR BB 1-10YR Tips ETF 0.35% 30,209 $559K Add +18.7%
XNTK SS SPDR Nyse Tech ETF 0.35% 2,735 $552K Add +8.1%
HGTY Hagerty Inc. Class A 0.34% 55,000 $531K No change
ARKW ARK Next Generation Technolo 0.33% 4,890 $528K Add +10.2%
CRWD CrowdStrike Holdings Inc. Class A 0.32% 1,495 $512K Reduce -26.2%
FBCG Fidelity Blue Chip Grow ETF 0.32% 11,020 $510K Add +9.0%
JMOM JPMorgan US Momentum Factor 0.31% 8,513 $496K Add +8.6%
UAL United Airlines Holdings Inc. 0.30% 4,900 $476K No change
FNGS Microsectors Fang+ Etns filed as BANK MONTREAL MEDIUM 0.30% 8,248 $473K Add +10.4%
MRVL Marvell Technology Inc. 0.30% 4,250 $469K New
GSLC Goldman Activebeta US LC ETF 0.30% 4,052 $467K Add +8.3%
INTU Intuit Inc. 0.29% 739 $464K Add +4.2%
XLV SS Health Care Select Sector 0.29% 3,299 $454K Add +1.6%
IEMG iShares Core MSCI Emerging 0.28% 8,465 $442K Add +14.6%
XLRE SS Real Estate Select Sector 0.28% 10,742 $437K Add +15.8%
IWV iShares Russell 3000 ETF 0.27% 1,275 $426K Add +0.3%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.27% 12,633 $420K Add +16.3%
WFC Wells Fargo & Co. 0.26% 5,923 $416K Add +51.2%
VTI VG Morningstar TS MKT ETF-US 0.26% 1,427 $414K Add +6.2%
AXP American Express Co. 0.26% 1,368 $406K No change
VRTX Vertex Pharmaceuticals Inc. 0.25% 995 $401K Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 881 $399K No change
V Visa Inc. Class A 0.25% 1,263 $399K Add +21.7%
VEEV Veeva Systems Inc. Class A 0.24% 1,783 $375K Add +9.5%
PEP Pepsico Inc. 0.23% 2,368 $360K Reduce -0.1%
PSA Public Storage 0.21% 1,132 $339K No change
SOXX iShares Semiconductor ETF 0.21% 1,507 $325K Add +10.0%
SMH Vaneck Semiconductor ETF 0.20% 1,321 $320K Add +17.1%
VXF Vanguard Extended Market ETF 0.20% 1,636 $311K Add +11.9%
HD Home Depot Inc. 0.19% 789 $307K Add +1.8%
TSM Taiwan Semiconductor-SP ADR 0.19% 1,505 $297K Reduce -0.3%
SPOT Spotify Technology SA 0.17% 614 $275K No change
IWP iShares Russell Mid-Cap Grow 0.17% 2,092 $265K No change
BLK BlackRock Inc. 0.15% 238 $244K New
EEM iShares MSCI Emerging Market 0.15% 5,828 $244K Add +21.6%
EFA iShares MSCI Eafe ETF 0.15% 3,199 $242K New
NBIX Neurocrine Biosciences Inc. 0.15% 1,710 $233K Reduce -70.8%
AVGO Broadcom Inc. 0.15% 1,000 $232K Reduce -20.0%
PEN Penumbra Inc. 0.15% 966 $229K New
XLE SS Energy Select Sector 0.14% 2,600 $223K New
SHEL Shell PLC-ADR 0.14% 3,469 $217K New
FCPI Fidelity Stocks for Infl ETF 0.14% 5,010 $217K Reduce -3.8%
SNPS Synopsys Inc. 0.13% 431 $209K New
IWR iShares Russell Mid-Cap ETF 0.13% 2,277 $201K No change
IWO iShares Russell 2000 Growth 0.13% 695 $200K New
APH Amphenol Corp. Class A 0.13% 2,880 $200K New
BDN Brandywine Realty Trust 0.06% 18,240 $102K Add +37.7%
BCOV Brightcove 0.04% 14,081 $61K No change

Portfolio Sells Q3 2024 → Q4 2024
TTE Totalenergies SE -Spon ADR Sold out 0.00% −0.78
AMD Advanced Micro Devices Sold out 0.00% −0.32
NBIX Neurocrine Biosciences Inc. Reduce -70.8% 0.15% −0.29
CSGP Costar Group Inc. Sold out 0.00% −0.27
DXCM Dexcom Inc. Sold out 0.00% −0.25
IDXX Idexx Laboratories Inc. Sold out 0.00% −0.24
GD General Dynamics Corp. Reduce -4.5% 0.90% −0.21
XYL Xylem Inc. Reduce -2.2% 0.92% −0.20
KO The Coca-Cola Co. Reduce -0.3% 0.87% −0.17
MRK Merck & Co. Inc. Reduce -2.3% 0.79% −0.16
PINS Pinterest Inc. Class A Sold out 0.00% −0.16
STZ Constellation Brands Inc. Class A Reduce -4.6% 0.61% −0.16
ABBV Abbvie Inc. Sold out 0.00% −0.14
VZ Verizon Communications Inc. Reduce -2.1% 0.76% −0.14
ANSS Ansys Inc. Reduce -12.9% 0.96% −0.11
AXON Axon Enterprise Inc. Reduce -41.5% 0.60% −0.11
MDT Medtronic PLC Reduce -3.0% 0.53% −0.10
META Meta Platforms Inc. Class A Reduce -0.1% 16.28% −0.08
QQQ Invesco QQQ Trust Series 1 Reduce -8.1% 0.75% −0.05
CRWD CrowdStrike Holdings Inc. Class A Reduce -26.2% 0.32% −0.05
PEP Pepsico Inc. Reduce -0.1% 0.23% −0.03
IVV iShares Core S&P 500 ETF Reduce -1.5% 0.95% −0.02
FCPI Fidelity Stocks for Infl ETF Reduce -3.8% 0.14% −0.01
GLOB Globant SA Reduce -4.4% 0.44% +0.00
AVGO Broadcom Inc. Reduce -20.0% 0.15% +0.01
TSM Taiwan Semiconductor-SP ADR Reduce -0.3% 0.19% +0.02
NOW ServiceNow Inc. Reduce -10.3% 0.95% +0.03

Portfolio Buys Q3 2024 → Q4 2024
SPYG SS SPDR P S&P 500 Growth ETF New 0.63% +0.63
SPY SS SPDR S&P 500 ETF Trust-US Add +125.8% 1.01% +0.56
MRVL Marvell Technology Inc. New 0.30% +0.30
ADSK Autodesk Inc. Add +81.6% 0.61% +0.29
GOOGL Alphabet Inc. Class A Add +1.5% 2.43% +0.27
IVW iShares S&P 500 Growth ETF Add +6.7% 2.39% +0.22
AMZN Amazon.com Inc. Add +1.7% 1.48% +0.21
VOO Vanguard S&P 500 ETF Add +18.8% 1.32% +0.20
BLK BlackRock Inc. New 0.15% +0.15
EFA iShares MSCI Eafe ETF New 0.15% +0.15
NFLX Netflix Inc. Add +5.2% 0.69% +0.15
PEN Penumbra Inc. New 0.15% +0.15
XLE SS Energy Select Sector New 0.14% +0.14
SHEL Shell PLC-ADR New 0.14% +0.14
SNPS Synopsys Inc. New 0.13% +0.13
APH Amphenol Corp. Class A New 0.13% +0.13
IWO iShares Russell 2000 Growth New 0.13% +0.13
CPAY Corpay Inc. Add +21.5% 0.57% +0.12
WFC Wells Fargo & Co. Add +51.2% 0.26% +0.12
IUSV iShares Core S&P U.S. Value Add +14.8% 1.47% +0.11
FISV Fiserv Inc. Add +1.1% 0.97% +0.11
NVDA Nvidia Corp. Add +3.1% 1.09% +0.11
ARKW ARK Next Generation Technolo Add +10.2% 0.33% +0.09
AAPL Apple Inc. Add +2.1% 1.38% +0.09
XLK SS Technology Select Sector Add +13.7% 0.62% +0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +14.0% 0.72% +0.07
V Visa Inc. Class A Add +21.7% 0.25% +0.07
IWF iShares Russell 1000 Growth Add +4.1% 0.81% +0.06
FNGS Microsectors Fang+ Etns Add +10.4% 0.30% +0.06
VFH Vanguard Financials ETF Add +9.3% 0.46% +0.06
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +19.8% 0.52% +0.05
USFR Wisdomtree Floating Rate Tre Add +18.7% 0.39% +0.05
BNDW Vanguard Total World Bond Et Add +19.1% 0.41% +0.04
VGT Vanguard Info Tech ETF Add +7.6% 0.43% +0.04
FBCG Fidelity Blue Chip Grow ETF Add +9.0% 0.32% +0.04
TIPX SS SPDR BB 1-10YR Tips ETF Add +18.7% 0.35% +0.04
IJR iShares Core S&P Small-Cap E Add +15.6% 0.36% +0.04
MA Mastercard Inc. Class A Add +2.0% 0.59% +0.03
ISRG Intuitive Surgical Inc. Add +1.9% 0.61% +0.03
CBSH Commerce Bancshares Inc. Add +5.0% 0.43% +0.03
PNC PNC Financial Services Group Add +1.9% 0.84% +0.03
TTD Trade Desk Inc./the Class A Add +3.1% 0.36% +0.03
XNTK SS SPDR Nyse Tech ETF Add +8.1% 0.35% +0.02
VXF Vanguard Extended Market ETF Add +11.9% 0.20% +0.02
JMOM JPMorgan US Momentum Factor Add +8.6% 0.31% +0.02
SMH Vaneck Semiconductor ETF Add +17.1% 0.20% +0.02
GSLC Goldman Activebeta US LC ETF Add +8.3% 0.30% +0.02
WDAY Workday Inc. Class A Add +2.4% 0.41% +0.02
PICB Invesco International Corpor Add +17.9% 0.37% +0.02
VIOO Vanguard S&P Small-Cap 600 E Add +10.1% 0.39% +0.02

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