17 Capital Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), 17 Capital Partners, LLC reported 143 stock positions worth $173.3 million. Its top holding was Meta Platforms Class A (META) at 18.8% of the portfolio, followed by Microsoft (MSFT, 2.5%) and Alphabet Class A (GOOGL, 2.2%). Compared with Q1 2025, it opened 21 new positions, sold out of 14, added to 63 and reduced 49. The biggest buy was Meta Platforms Class A (META, shares +0%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- PHEONIX, AZ
- CIK
- 0001727407
- Portfolio Value
- $173.3M (Q2 2025)
- SEC Filing
- 0001727407-25-000002 ↗ filed Aug 12, 2025
Holdings Value
Holdings 143 stocks · $173.3M
| META Meta Platforms Inc. Class A | 18.77% | 44,057 | $32.5M | Add +0.3% |
| MSFT Microsoft Corp. | 2.52% | 8,774 | $4.4M | Reduce -4.0% |
| GOOGL Alphabet Inc. Class A | 2.19% | 21,507 | $3.8M | Reduce -0.6% |
| IVW iShares S&P 500 Growth ETF | 1.91% | 30,125 | $3.3M | Reduce -23.1% |
| PH Parker Hannifin Corp. | 1.76% | 4,373 | $3.1M | Reduce -9.6% |
| NFLX Netflix Inc. | 1.64% | 2,120 | $2.8M | Add +4.5% |
| IUSV iShares Core S&P U.S. Value | 1.62% | 29,603 | $2.8M | Add +1.8% |
| IEF iShares 7-10 Year Treasury B | 1.59% | 28,726 | $2.8M | New |
| CTVA Corteva Inc. | 1.41% | 32,749 | $2.4M | Reduce -5.1% |
| UBER Uber Technologies Inc. | 1.37% | 25,393 | $2.4M | Add +350.1% |
| COF Capital One Financial Corp. | 1.28% | 10,409 | $2.2M | Reduce -8.9% |
| GOOG Alphabet Inc. Class C | 1.14% | 11,144 | $2.0M | Reduce -3.6% |
| AMZN Amazon.com Inc. | 1.11% | 8,753 | $1.9M | Reduce -16.8% |
| IVE iShares S&P 500 Value ETF | 1.11% | 9,814 | $1.9M | Add +10.1% |
| NVDA Nvidia Corp. | 1.09% | 11,971 | $1.9M | Reduce -7.1% |
| AMP Ameriprise Financial Inc. | 1.08% | 3,516 | $1.9M | Reduce -35.0% |
| SONY Sony Group Corp. - SP ADR | 0.99% | 66,110 | $1.7M | Reduce -10.9% |
| AAPL Apple Inc. | 0.99% | 8,354 | $1.7M | Reduce -5.1% |
| IVV iShares Core S&P 500 ETF | 0.97% | 2,719 | $1.7M | Add +0.6% |
| MLM Martin Marietta Materials | 0.95% | 3,013 | $1.7M | Reduce -10.2% |
| IWB iShares Russell 1000 ETF | 0.95% | 4,853 | $1.6M | Add +5.6% |
| ECL Ecolab Inc. | 0.93% | 5,965 | $1.6M | Reduce -9.7% |
| IWF iShares Russell 1000 Growth | 0.91% | 3,724 | $1.6M | Add +7.8% |
| ANSS Ansys Inc. | 0.91% | 4,489 | $1.6M | No change |
| QCOM Qualcomm Inc. | 0.86% | 9,396 | $1.5M | Reduce -9.9% |
| LEN Lennar Corp. Class A | 0.86% | 13,434 | $1.5M | Reduce -9.1% |
| ADBE Adobe Inc. | 0.85% | 3,822 | $1.5M | Reduce -8.2% |
| AXON Axon Enterprise Inc. | 0.83% | 1,739 | $1.4M | Add +7.5% |
| GD General Dynamics Corp. | 0.83% | 4,907 | $1.4M | Reduce -9.3% |
| AMGN Amgen Inc. | 0.83% | 5,122 | $1.4M | Reduce -9.7% |
| KO The Coca-Cola Co. | 0.82% | 20,200 | $1.4M | Reduce -8.8% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.81% | 102,245 | $1.4M | Reduce -8.4% |
| ATO Atmos Energy Corp. | 0.81% | 9,078 | $1.4M | Reduce -12.1% |
| VDC Vanguard Consumer Staple ETF | 0.77% | 6,072 | $1.3M | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.76% | 32,826 | $1.3M | Add +117.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.75% | 15,894 | $1.3M | New |
| ADSK Autodesk Inc. | 0.74% | 4,150 | $1.3M | Add +6.5% |
| AIG American International Group | 0.74% | 14,994 | $1.3M | Reduce -11.2% |
| MCHP Microchip Technology Inc. | 0.74% | 18,210 | $1.3M | Reduce -10.1% |
| RPM RPM International Inc. | 0.74% | 11,650 | $1.3M | Reduce -10.4% |
| USB US Bancorp | 0.73% | 28,135 | $1.3M | Reduce -11.1% |
| SCHD Schwab US DVD Equity ETF | 0.73% | 47,725 | $1.3M | New |
| FISV Fiserv Inc. | 0.71% | 7,173 | $1.2M | Reduce -4.5% |
| NOW ServiceNow Inc. | 0.71% | 1,191 | $1.2M | Add +12.3% |
| ALC Alcon Inc. filed as ALCON AG | 0.69% | 13,615 | $1.2M | Reduce -10.6% |
| BX Blackstone Inc. | 0.68% | 7,890 | $1.2M | Reduce -10.7% |
| TDY Teledyne Technologies Inc. | 0.67% | 2,260 | $1.2M | Reduce -12.0% |
| SHW The Sherwin-Williams Co. | 0.66% | 3,340 | $1.1M | Add +0.9% |
| PNC PNC Financial Services Group | 0.66% | 6,102 | $1.1M | Reduce -11.6% |
| VFH Vanguard Financials ETF | 0.65% | 8,888 | $1.1M | Add +13.7% |
| PG The Procter & Gamble Co. | 0.65% | 7,083 | $1.1M | Reduce -9.8% |
| IWM iShares Russell 2000 ETF | 0.65% | 5,216 | $1.1M | Add +6.2% |
| TMUS T-Mobile US Inc. | 0.64% | 4,659 | $1.1M | Reduce -9.7% |
| ISRG Intuitive Surgical Inc. | 0.64% | 2,041 | $1.1M | Add +7.9% |
| XLV SS Health Care Select Sector | 0.64% | 8,184 | $1.1M | Add +140.6% |
| MA Mastercard Inc. Class A | 0.63% | 1,952 | $1.1M | Add +8.6% |
| DHR Danaher Corp. | 0.63% | 5,492 | $1.1M | Reduce -10.4% |
| CTRA Coterra Energy Inc. | 0.62% | 41,999 | $1.1M | Reduce -10.6% |
| VEEV Veeva Systems Inc. Class A | 0.61% | 3,673 | $1.1M | Add +103.7% |
| APD Air Products & Chemicals Inc. | 0.60% | 3,710 | $1.0M | Reduce -11.4% |
| VGT Vanguard Info Tech ETF | 0.57% | 1,501 | $996K | Add +15.1% |
| PEN Penumbra Inc. | 0.57% | 3,856 | $990K | Add +117.7% |
| ARKW ARK Next Generation Technolo | 0.57% | 6,672 | $985K | Add +21.2% |
| SGOV iShares 0-3 Month Treasury B | 0.57% | 9,776 | $984K | Add +27.0% |
| VZ Verizon Communications Inc. | 0.53% | 21,398 | $926K | Add +21.4% |
| TYL Tyler Technologies Inc. | 0.53% | 1,550 | $919K | Reduce -2.2% |
| WDAY Workday Inc. Class A | 0.53% | 3,824 | $918K | Add +34.0% |
| CFR Cullen/Frost Bankers Inc. | 0.53% | 7,110 | $914K | Reduce -11.4% |
| WFC Wells Fargo & Co. | 0.51% | 11,104 | $890K | Add +60.7% |
| XNTK SS SPDR Nyse Tech ETF | 0.51% | 3,723 | $883K | Add +20.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.50% | 1,705 | $868K | Add +12.9% |
| AWK American Water Works Co. Inc. | 0.49% | 6,058 | $843K | Add +23.3% |
| LOW Lowe's Cos Inc. | 0.47% | 3,687 | $818K | Add +21.6% |
| XEL Xcel Energy Inc. | 0.47% | 11,923 | $812K | Add +22.3% |
| MDT Medtronic PLC | 0.47% | 9,294 | $810K | Reduce -11.2% |
| XLK SS Technology Select Sector | 0.47% | 3,187 | $807K | Reduce -33.7% |
| PANW Palo Alto Networks Inc. | 0.46% | 3,874 | $793K | Add +14.5% |
| OSK Oshkosh Corp. | 0.45% | 6,943 | $788K | Reduce -12.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 1,245 | $769K | Reduce -3.2% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.44% | 7,468 | $756K | Add +17.7% |
| INTU Intuit Inc. | 0.44% | 959 | $755K | Add +27.2% |
| JMOM JPMorgan US Momentum Factor | 0.42% | 11,345 | $729K | Add +18.4% |
| FNGS Microsectors Fang+ Etns filed as BANK MONTREAL MEDIUM | 0.41% | 10,990 | $716K | Add +18.7% |
| MRVL Marvell Technology Inc. | 0.40% | 8,940 | $692K | Reduce -30.4% |
| AMD Advanced Micro Devices | 0.39% | 4,797 | $681K | Add +26.5% |
| FBCG Fidelity Blue Chip Grow ETF | 0.39% | 14,033 | $677K | Add +21.5% |
| GSLC Goldman Activebeta US LC ETF | 0.38% | 5,434 | $660K | Add +19.4% |
| CRM Salesforce Inc. | 0.37% | 2,321 | $633K | Add +1.9% |
| CMG Chipotle Mexican Grill Inc. | 0.36% | 11,237 | $631K | Add +6.6% |
| IDXX Idexx Laboratories Inc. | 0.35% | 1,145 | $614K | Add +1.3% |
| MRK Merck & Co. Inc. | 0.35% | 7,635 | $604K | Add +13.9% |
| CPAY Corpay Inc. | 0.35% | 1,807 | $600K | Add +29.8% |
| CBSH Commerce Bancshares Inc. | 0.34% | 9,595 | $597K | Reduce -12.4% |
| SHV iShares 0-1 Year Treasury Bo | 0.33% | 5,113 | $565K | New |
| HGTY Hagerty Inc. Class A | 0.32% | 55,000 | $556K | No change |
| ELS Equity Lifestyle Properties | 0.32% | 8,956 | $552K | Add +28.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 1,798 | $546K | Add +14.5% |
| IWV iShares Russell 3000 ETF | 0.30% | 1,479 | $519K | Add +10.6% |
| CSGP Costar Group Inc. | 0.27% | 5,908 | $475K | Add +43.0% |
| SPOT Spotify Technology SA | 0.27% | 614 | $471K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Reduce -83.8% | 0.23% | −1.21 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.96 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.81 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.70 |
| AMP Ameriprise Financial Inc. | Reduce -35.0% | 1.08% | −0.60 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.50 |
| BNDW Vanguard Total World Bond Et | Sold out | 0.00% | −0.50 |
| PICB Invesco International Corpor | Sold out | 0.00% | −0.48 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.48 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Sold out | 0.00% | −0.45 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.43 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -63.7% | 0.21% | −0.43 |
| IVW iShares S&P 500 Growth ETF | Reduce -23.1% | 1.91% | −0.42 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.39 |
| FISV Fiserv Inc. | Reduce -4.5% | 0.71% | −0.35 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.35 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.34 |
| AMGN Amgen Inc. | Reduce -9.7% | 0.83% | −0.31 |
| AAPL Apple Inc. | Reduce -5.1% | 0.99% | −0.27 |
| CTRA Coterra Energy Inc. | Reduce -10.6% | 0.62% | −0.26 |
| TMUS T-Mobile US Inc. | Reduce -9.7% | 0.64% | −0.24 |
| GLOB Globant SA | Sold out | 0.00% | −0.24 |
| ALC Alcon Inc. | Reduce -10.6% | 0.69% | −0.23 |
| LEN Lennar Corp. Class A | Reduce -9.1% | 0.86% | −0.23 |
| RPM RPM International Inc. | Reduce -10.4% | 0.74% | −0.23 |
| ATO Atmos Energy Corp. | Reduce -12.1% | 0.81% | −0.22 |
| SONY Sony Group Corp. - SP ADR | Reduce -10.9% | 0.99% | −0.22 |
| PG The Procter & Gamble Co. | Reduce -9.8% | 0.65% | −0.21 |
| AIG American International Group | Reduce -11.2% | 0.74% | −0.20 |
| KO The Coca-Cola Co. | Reduce -8.8% | 0.82% | −0.19 |
| APD Air Products & Chemicals Inc. | Reduce -11.4% | 0.60% | −0.19 |
| DHR Danaher Corp. | Reduce -10.4% | 0.63% | −0.18 |
| AMZN Amazon.com Inc. | Reduce -16.8% | 1.11% | −0.18 |
| ADBE Adobe Inc. | Reduce -8.2% | 0.85% | −0.17 |
| XLK SS Technology Select Sector | Reduce -33.7% | 0.47% | −0.17 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -8.4% | 0.81% | −0.17 |
| QCOM Qualcomm Inc. | Reduce -9.9% | 0.86% | −0.16 |
| TDY Teledyne Technologies Inc. | Reduce -12.0% | 0.67% | −0.15 |
| ECL Ecolab Inc. | Reduce -9.7% | 0.93% | −0.15 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.14 |
| MDT Medtronic PLC | Reduce -11.2% | 0.47% | −0.14 |
| PH Parker Hannifin Corp. | Reduce -9.6% | 1.76% | −0.12 |
| USB US Bancorp | Reduce -11.1% | 0.73% | −0.12 |
| PNC PNC Financial Services Group | Reduce -11.6% | 0.66% | −0.12 |
| GD General Dynamics Corp. | Reduce -9.3% | 0.83% | −0.12 |
| CFR Cullen/Frost Bankers Inc. | Reduce -11.4% | 0.53% | −0.12 |
| BX Blackstone Inc. | Reduce -10.7% | 0.68% | −0.11 |
| MRVL Marvell Technology Inc. | Reduce -30.4% | 0.40% | −0.11 |
| CBSH Commerce Bancshares Inc. | Reduce -12.4% | 0.34% | −0.09 |
| MLM Martin Marietta Materials | Reduce -10.2% | 0.95% | −0.07 |
Portfolio Buys Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Add +0.3% | 18.77% | +2.51 |
| IEF iShares 7-10 Year Treasury B | New | 1.59% | +1.59 |
| UBER Uber Technologies Inc. | Add +350.1% | 1.37% | +1.10 |
| VDC Vanguard Consumer Staple ETF | New | 0.77% | +0.77 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.75% | +0.75 |
| SCHD Schwab US DVD Equity ETF | New | 0.73% | +0.73 |
| NFLX Netflix Inc. | Add +4.5% | 1.64% | +0.42 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +117.0% | 0.76% | +0.41 |
| VEEV Veeva Systems Inc. Class A | Add +103.7% | 0.61% | +0.34 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.33% | +0.33 |
| XLV SS Health Care Select Sector | Add +140.6% | 0.64% | +0.32 |
| AXON Axon Enterprise Inc. | Add +7.5% | 0.83% | +0.28 |
| PEN Penumbra Inc. | Add +117.7% | 0.57% | +0.27 |
| ARKW ARK Next Generation Technolo | Add +21.2% | 0.57% | +0.23 |
| WFC Wells Fargo & Co. | Add +60.7% | 0.51% | +0.20 |
| MELI MercadoLibre Inc. | New | 0.19% | +0.19 |
| NOW ServiceNow Inc. | Add +12.3% | 0.71% | +0.16 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +12.9% | 0.50% | +0.16 |
| TEAM Atlassian Corp. Class A | New | 0.16% | +0.16 |
| ORCL Oracle Corp. | New | 0.15% | +0.15 |
| EMB iShares JP Morgan Usd Emergi | New | 0.15% | +0.15 |
| AMD Advanced Micro Devices | Add +26.5% | 0.39% | +0.14 |
| BLV Vanguard Long-Term Bond ETF | New | 0.14% | +0.14 |
| GIGB Goldman Sachs Inv GRD Corp. | New | 0.14% | +0.14 |
| INTU Intuit Inc. | Add +27.2% | 0.44% | +0.14 |
| XNTK SS SPDR Nyse Tech ETF | Add +20.2% | 0.51% | +0.13 |
| CII BlackRock Enhan LRG Cap Core | New | 0.13% | +0.13 |
| ICVT iShares Convertible Bond ETF | New | 0.13% | +0.13 |
| DHS Wisdomtree US High Dividend | New | 0.12% | +0.12 |
| IWR iShares Russell Mid-Cap ETF | New | 0.12% | +0.12 |
| VGT Vanguard Info Tech ETF | Add +15.1% | 0.57% | +0.12 |
| COST Costco Wholesale Corp. | New | 0.12% | +0.12 |
| PFF iShares Preferred & Income S | New | 0.12% | +0.12 |
| HDB HDFC Bank Ltd.-ADR | New | 0.12% | +0.12 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.12% | +0.12 |
| SCHB Schwab US Broad Market ETF | New | 0.12% | +0.12 |
| FNGS Microsectors Fang+ Etns | Add +18.7% | 0.41% | +0.12 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.12% | +0.12 |
| IWF iShares Russell 1000 Growth | Add +7.8% | 0.91% | +0.11 |
| WDAY Workday Inc. Class A | Add +34.0% | 0.53% | +0.10 |
| FBCG Fidelity Blue Chip Grow ETF | Add +21.5% | 0.39% | +0.09 |
| ADSK Autodesk Inc. | Add +6.5% | 0.74% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +14.5% | 0.46% | +0.09 |
| AVGO Broadcom Inc. | Add +1.7% | 0.23% | +0.08 |
| SMH Vaneck Semiconductor ETF | Add +19.1% | 0.26% | +0.08 |
| JMOM JPMorgan US Momentum Factor | Add +18.4% | 0.42% | +0.07 |
| SOXX iShares Semiconductor ETF | Add +21.1% | 0.26% | +0.07 |
| SGOV iShares 0-3 Month Treasury B | Add +27.0% | 0.57% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +14.1% | 0.24% | +0.07 |
| CSGP Costar Group Inc. | Add +43.0% | 0.27% | +0.06 |
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 |