17 Capital Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), 17 Capital Partners, LLC reported 136 stock positions worth $155.8 million. Its top holding was Meta Platforms Class A (META) at 16.3% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 2.3%) and Microsoft (MSFT, 2.2%). Compared with Q4 2024, it opened 11 new positions, sold out of 9, added to 70 and reduced 21. The biggest buy was a new position in Air Products & Chemicals (APD) and the biggest sale an exit from Honeywell International (HON).

Most Recent 13F
Q2 2026
Location
PHEONIX, AZ
CIK
0001727407
Portfolio Value
$155.8M (Q1 2025)
SEC Filing
0001803084-25-000006 ↗ filed May 13, 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 Q4 2024 Q1 2025: $155.8M $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 136 stocks · $155.8M
META Meta Platforms Inc. Class A 16.25% 43,940 $25.3M Add +0.1%
IVW iShares S&P 500 Growth ETF 2.34% 39,194 $3.6M Add +5.4%
MSFT Microsoft Corp. 2.21% 9,142 $3.4M Add +1.3%
GOOGL Alphabet Inc. Class A 2.15% 21,632 $3.3M Add +6.7%
PH Parker Hannifin Corp. 1.89% 4,838 $2.9M No change
IUSV iShares Core S&P U.S. Value 1.72% 29,082 $2.7M Add +16.0%
AMP Ameriprise Financial Inc. 1.68% 5,405 $2.6M No change
VOO Vanguard S&P 500 ETF 1.45% 4,381 $2.3M Add +13.0%
CTVA Corteva Inc. 1.39% 34,506 $2.2M Add +0.4%
COF Capital One Financial Corp. 1.31% 11,424 $2.0M No change
AMZN Amazon.com Inc. 1.28% 10,522 $2.0M Reduce -1.5%
AAPL Apple Inc. 1.25% 8,799 $2.0M Add +1.4%
NFLX Netflix Inc. 1.21% 2,029 $1.9M Add +66.3%
SONY Sony Group Corp. - SP ADR 1.21% 74,210 $1.9M No change
GOOG Alphabet Inc. Class C 1.16% 11,562 $1.8M Add +149.1%
AMGN Amgen Inc. 1.13% 5,675 $1.8M No change
IVE iShares S&P 500 Value ETF 1.09% 8,916 $1.7M Add +12.9%
LEN Lennar Corp. Class A 1.09% 14,785 $1.7M No change
ECL Ecolab Inc. 1.07% 6,606 $1.7M No change
FISV Fiserv Inc. 1.06% 7,513 $1.7M Add +0.9%
MLM Martin Marietta Materials 1.03% 3,355 $1.6M No change
QCOM Qualcomm Inc. 1.03% 10,426 $1.6M No change
ATO Atmos Energy Corp. 1.02% 10,327 $1.6M No change
ADBE Adobe Inc. 1.02% 4,162 $1.6M No change
KO The Coca-Cola Co. 1.02% 22,160 $1.6M No change
MUFG Mitsubishi Ufj Finl-Spon ADR 0.98% 111,683 $1.5M No change
IVV iShares Core S&P 500 ETF 0.98% 2,704 $1.5M Add +5.6%
RPM RPM International Inc. 0.97% 13,004 $1.5M No change
XYL Xylem Inc. 0.96% 12,492 $1.5M Add +0.3%
GD General Dynamics Corp. 0.95% 5,413 $1.5M Add +0.4%
AIG American International Group 0.94% 16,878 $1.5M No change
ALC Alcon Inc. filed as ALCON AG 0.93% 15,230 $1.4M No change
ANSS Ansys Inc. 0.91% 4,489 $1.4M No change
IWB iShares Russell 1000 ETF 0.90% 4,596 $1.4M Add +4.8%
NVDA Nvidia Corp. 0.90% 12,892 $1.4M Add +0.9%
TMUS T-Mobile US Inc. 0.88% 5,159 $1.4M Reduce -0.7%
CTRA Coterra Energy Inc. 0.87% 46,950 $1.4M No change
PG The Procter & Gamble Co. 0.86% 7,850 $1.3M No change
USB US Bancorp 0.86% 31,648 $1.3M No change
TDY Teledyne Technologies Inc. 0.82% 2,568 $1.3M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.81% 4,908 $1.3M Add +14.5%
DHR Danaher Corp. 0.81% 6,128 $1.3M No change
IWF iShares Russell 1000 Growth 0.80% 3,453 $1.2M Add +8.6%
APD Air Products & Chemicals Inc. 0.79% 4,186 $1.2M New
BX Blackstone Inc. 0.79% 8,831 $1.2M No change
PNC PNC Financial Services Group 0.78% 6,905 $1.2M Add +0.4%
SHW The Sherwin-Williams Co. 0.74% 3,309 $1.2M Reduce -5.5%
QQQ Invesco QQQ Trust Series 1 0.70% 2,312 $1.1M Reduce -0.6%
ADSK Autodesk Inc. 0.65% 3,895 $1.0M Add +19.9%
CFR Cullen/Frost Bankers Inc. 0.64% 8,023 $1.0M No change
XLK SS Technology Select Sector 0.64% 4,804 $992K Add +13.4%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.63% 21,377 $985K Add +18.5%
MA Mastercard Inc. Class A 0.63% 1,797 $985K Add +1.7%
MCHP Microchip Technology Inc. 0.63% 20,260 $981K No change
IWM iShares Russell 2000 ETF 0.63% 4,914 $980K Reduce -0.3%
MDT Medtronic PLC 0.60% 10,466 $940K Reduce -0.9%
ISRG Intuitive Surgical Inc. 0.60% 1,891 $937K Add +2.2%
VFH Vanguard Financials ETF 0.60% 7,815 $934K Add +26.9%
TYL Tyler Technologies Inc. 0.59% 1,585 $922K Reduce -10.7%
AXON Axon Enterprise Inc. 0.55% 1,618 $851K Add +1.9%
NOW ServiceNow Inc. 0.54% 1,061 $845K Reduce -25.1%
VZ Verizon Communications Inc. 0.51% 17,624 $799K Reduce -41.0%
MRVL Marvell Technology Inc. 0.51% 12,850 $791K Add +202.3%
VYMI Vanguard Int High DVD YLD Inc. 0.50% 10,643 $784K Add +19.0%
BNDW Vanguard Total World Bond Et 0.50% 11,382 $783K Add +19.1%
SGOV iShares 0-3 Month Treasury B 0.50% 7,698 $775K New
PICB Invesco International Corpor 0.48% 33,544 $745K Add +23.5%
OSK Oshkosh Corp. 0.48% 7,903 $744K No change
USFR Wisdomtree Floating Rate Tre 0.48% 14,716 $741K Add +20.7%
AWK American Water Works Co. Inc. 0.47% 4,914 $725K Reduce -44.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.46% 1,286 $719K Reduce -52.6%
LOW Lowe's Cos Inc. 0.45% 3,033 $707K Reduce -39.1%
VGT Vanguard Info Tech ETF 0.45% 1,304 $707K Add +18.2%
TIPX SS SPDR BB 1-10YR Tips ETF 0.45% 36,496 $700K Add +20.8%
XEL Xcel Energy Inc. 0.44% 9,752 $690K Reduce -45.2%
CBSH Commerce Bancshares Inc. 0.44% 10,954 $682K No change
TTE Totalenergies SE -Spon ADR 0.43% 10,335 $669K New
WDAY Workday Inc. Class A 0.43% 2,854 $666K Add +12.6%
VIOO Vanguard S&P Small-Cap 600 E 0.39% 6,347 $613K Add +10.1%
CRM Salesforce Inc. 0.39% 2,277 $611K Add +1.1%
IJR iShares Core S&P Small-Cap E 0.39% 5,804 $607K Add +17.0%
MRK Merck & Co. Inc. 0.39% 6,705 $602K Reduce -46.3%
XNTK SS SPDR Nyse Tech ETF 0.38% 3,097 $594K Add +13.2%
PANW Palo Alto Networks Inc. 0.37% 3,384 $577K Add +6.3%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.35% 15,125 $547K Add +19.7%
JMOM JPMorgan US Momentum Factor 0.35% 9,583 $540K Add +12.6%
IEMG iShares Core MSCI Emerging 0.35% 9,989 $539K Add +18.0%
XLRE SS Real Estate Select Sector 0.34% 12,747 $533K Add +18.7%
CRWD CrowdStrike Holdings Inc. Class A 0.34% 1,510 $532K Add +1.0%
CMG Chipotle Mexican Grill Inc. 0.34% 10,542 $529K Reduce -27.1%
ARKW ARK Next Generation Technolo 0.33% 5,506 $521K Add +12.6%
GSLC Goldman Activebeta US LC ETF 0.32% 4,553 $501K Add +12.4%
HGTY Hagerty Inc. Class A 0.32% 55,000 $497K No change
XLV SS Health Care Select Sector 0.32% 3,401 $497K Add +3.1%
WFC Wells Fargo & Co. 0.32% 6,910 $496K Add +16.7%
CPAY Corpay Inc. 0.31% 1,392 $485K Reduce -47.5%
VRTX Vertex Pharmaceuticals Inc. 0.31% 1,000 $485K Add +0.5%
IDXX Idexx Laboratories Inc. 0.30% 1,130 $475K New
BRK.B Berkshire Hathaway Inc. Class B 0.30% 891 $475K Add +1.1%
PEN Penumbra Inc. 0.30% 1,771 $474K Add +83.3%

Show all 136 holdings

Portfolio Sells Q4 2024 → Q1 2025
HON Honeywell International Inc. Sold out 0.00% −0.86
SPYG SS SPDR P S&P 500 Growth ETF Sold out 0.00% −0.63
SPY SS SPDR S&P 500 ETF Trust-US Reduce -52.6% 0.46% −0.55
NOW ServiceNow Inc. Reduce -25.1% 0.54% −0.41
MRK Merck & Co. Inc. Reduce -46.3% 0.39% −0.40
STZ Constellation Brands Inc. Class A Reduce -46.1% 0.27% −0.33
LOW Lowe's Cos Inc. Reduce -39.1% 0.45% −0.32
XEL Xcel Energy Inc. Reduce -45.2% 0.44% −0.32
ELS Equity Lifestyle Properties Reduce -47.9% 0.30% −0.27
CPAY Corpay Inc. Reduce -47.5% 0.31% −0.26
VZ Verizon Communications Inc. Reduce -41.0% 0.51% −0.24
AWK American Water Works Co. Inc. Reduce -44.5% 0.47% −0.23
CMG Chipotle Mexican Grill Inc. Reduce -27.1% 0.34% −0.21
AMZN Amazon.com Inc. Reduce -1.5% 1.28% −0.20
GLOB Globant SA Reduce -0.9% 0.24% −0.20
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.15
XLE SS Energy Select Sector Sold out 0.00% −0.14
SNPS Synopsys Inc. Sold out 0.00% −0.13
IWR iShares Russell Mid-Cap ETF Sold out 0.00% −0.13
APH Amphenol Corp. Class A Sold out 0.00% −0.13
IWO iShares Russell 2000 Growth Sold out 0.00% −0.13
IWM iShares Russell 2000 ETF Reduce -0.3% 0.63% −0.06
QQQ Invesco QQQ Trust Series 1 Reduce -0.6% 0.70% −0.06
TYL Tyler Technologies Inc. Reduce -10.7% 0.59% −0.06
BCOV Brightcove Sold out 0.00% −0.04
SHW The Sherwin-Williams Co. Reduce -5.5% 0.74% −0.01
SHEL Shell PLC-ADR Reduce -1.0% 0.16% +0.02
V Visa Inc. Class A Reduce -2.8% 0.28% +0.02
MDT Medtronic PLC Reduce -0.9% 0.60% +0.07
TMUS T-Mobile US Inc. Reduce -0.7% 0.88% +0.16

Portfolio Buys Q4 2024 → Q1 2025
APD Air Products & Chemicals Inc. New 0.79% +0.79
GOOG Alphabet Inc. Class C Add +149.1% 1.16% +0.60
NFLX Netflix Inc. Add +66.3% 1.21% +0.53
SGOV iShares 0-3 Month Treasury B New 0.50% +0.50
TTE Totalenergies SE -Spon ADR New 0.43% +0.43
IDXX Idexx Laboratories Inc. New 0.30% +0.30
UBER Uber Technologies Inc. New 0.26% +0.26
IUSV iShares Core S&P U.S. Value Add +16.0% 1.72% +0.25
AMD Advanced Micro Devices New 0.25% +0.25
MRVL Marvell Technology Inc. Add +202.3% 0.51% +0.21
CSGP Costar Group Inc. New 0.21% +0.21
EUFN iShares MSCI Europe Financia New 0.17% +0.17
PEN Penumbra Inc. Add +83.3% 0.30% +0.16
CTVA Corteva Inc. Add +0.4% 1.39% +0.15
ABBV Abbvie Inc. New 0.15% +0.15
BAC Bank of America Corp. New 0.14% +0.14
VFH Vanguard Financials ETF Add +26.9% 0.60% +0.14
IVE iShares S&P 500 Value ETF Add +12.9% 1.09% +0.14
VCIT Vanguard Int-Term Corporate New 0.13% +0.13
VOO Vanguard S&P 500 ETF Add +13.0% 1.45% +0.12
VYMI Vanguard Int High DVD YLD Inc. Add +19.0% 0.50% +0.12
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +18.5% 0.63% +0.12
PICB Invesco International Corpor Add +23.5% 0.48% +0.11
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +14.5% 0.81% +0.10
FISV Fiserv Inc. Add +0.9% 1.06% +0.10
TIPX SS SPDR BB 1-10YR Tips ETF Add +20.8% 0.45% +0.10
BNDW Vanguard Total World Bond Et Add +19.1% 0.50% +0.09
USFR Wisdomtree Floating Rate Tre Add +20.7% 0.48% +0.09
FNDF Schwab Fndmn Intl LRG Co. ETF Add +19.7% 0.35% +0.09
IEMG iShares Core MSCI Emerging Add +18.0% 0.35% +0.07
XLRE SS Real Estate Select Sector Add +18.7% 0.34% +0.07
NBIX Neurocrine Biosciences Inc. Add +70.5% 0.21% +0.06
VRTX Vertex Pharmaceuticals Inc. Add +0.5% 0.31% +0.06
WFC Wells Fargo & Co. Add +16.7% 0.32% +0.06
BRK.B Berkshire Hathaway Inc. Class B Add +1.1% 0.30% +0.05
GD General Dynamics Corp. Add +0.4% 0.95% +0.05
ADSK Autodesk Inc. Add +19.9% 0.65% +0.05
MA Mastercard Inc. Class A Add +1.7% 0.63% +0.04
XYL Xylem Inc. Add +0.3% 0.96% +0.04
JMOM JPMorgan US Momentum Factor Add +12.6% 0.35% +0.03
XNTK SS SPDR Nyse Tech ETF Add +13.2% 0.38% +0.03
XLV SS Health Care Select Sector Add +3.1% 0.32% +0.03
VEEV Veeva Systems Inc. Class A Add +1.1% 0.27% +0.03
IJR iShares Core S&P Small-Cap E Add +17.0% 0.39% +0.03
GSLC Goldman Activebeta US LC ETF Add +12.4% 0.32% +0.03
IVV iShares Core S&P 500 ETF Add +5.6% 0.98% +0.02
VGT Vanguard Info Tech ETF Add +18.2% 0.45% +0.02
CRWD CrowdStrike Holdings Inc. Class A Add +1.0% 0.34% +0.02
VTI VG Morningstar TS MKT ETF-US Add +10.0% 0.28% +0.02
EEM iShares MSCI Emerging Market Add +3.4% 0.17% +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