17 Capital Partners, LLC

Name: 17 CAPITAL PARTNERS, LLC 13F holdings, Q2 2025
Creator: 17 CAPITAL PARTNERS, LLC
Published: 2025-08-12

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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
VRTX Vertex Pharmaceuticals Inc.	0.26%	1,020	$454K	Add +2.0%
NBIX Neurocrine Biosciences Inc.	0.26%	3,565	$448K	Add +22.3%
SMH Vaneck Semiconductor ETF	0.26%	1,606	$448K	Add +19.1%
STZ Constellation Brands Inc. Class A	0.26%	2,752	$448K	Add +18.0%
SOXX iShares Semiconductor ETF	0.26%	1,863	$445K	Add +21.1%
AXP American Express Co.	0.25%	1,368	$436K	No change
V Visa Inc. Class A	0.25%	1,228	$436K	No change
BRK.B Berkshire Hathaway Inc. Class B	0.25%	891	$433K	No change
VXF Vanguard Extended Market ETF	0.25%	2,229	$430K	Add +22.3%
TSM Taiwan Semiconductor-SP ADR	0.24%	1,818	$412K	Add +14.1%
AVGO Broadcom Inc.	0.23%	1,475	$407K	Add +1.7%
VOO Vanguard S&P 500 ETF	0.23%	711	$404K	Reduce -83.8%
EUFN iShares MSCI Europe Financia	0.22%	12,310	$389K	Add +35.3%
UAL United Airlines Holdings Inc.	0.22%	4,805	$383K	Reduce -1.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.21%	7,755	$359K	Reduce -63.7%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC	0.20%	4,819	$347K	Reduce -0.8%
MELI MercadoLibre Inc.	0.19%	129	$337K	New
PEP Pepsico Inc.	0.19%	2,528	$334K	Add +0.8%
PSA Public Storage	0.19%	1,132	$332K	No change
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.19%	6,857	$324K	Add +30.2%
IWP iShares Russell Mid-Cap Grow	0.18%	2,287	$317K	No change
EEM iShares MSCI Emerging Market	0.18%	6,403	$309K	Add +6.2%
HD Home Depot Inc.	0.17%	804	$295K	No change
TEAM Atlassian Corp. Class A	0.16%	1,330	$270K	New
ORCL Oracle Corp.	0.15%	1,222	$267K	New
EMB iShares JP Morgan Usd Emergi	0.15%	2,789	$258K	New
VCIT Vanguard Int-Term Corporate	0.14%	3,009	$250K	Add +19.3%
BLV Vanguard Long-Term Bond ETF	0.14%	3,536	$246K	New
SHEL Shell PLC-ADR	0.14%	3,469	$244K	Add +1.0%
GIGB Goldman Sachs Inv GRD Corp.	0.14%	5,291	$243K	New
FCPI Fidelity Stocks for Infl ETF	0.13%	5,010	$234K	No change
CII BlackRock Enhan LRG Cap Core	0.13%	10,330	$221K	New
ICVT iShares Convertible Bond ETF	0.13%	2,415	$218K	New
DHS Wisdomtree US High Dividend	0.12%	2,209	$212K	New
IWR iShares Russell Mid-Cap ETF	0.12%	2,277	$209K	New
COST Costco Wholesale Corp.	0.12%	211	$209K	New
PFF iShares Preferred & Income S	0.12%	6,772	$208K	New
HDB HDFC Bank Ltd.-ADR	0.12%	2,700	$207K	New
ASML ASML Holding NV-NY Reg SHS	0.12%	256	$205K	New
SCHB Schwab US Broad Market ETF	0.12%	8,547	$204K	New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.12%	2,513	$203K	New
ABBV Abbvie Inc.	0.12%	1,080	$200K	Reduce -1.6%
BDN Brandywine Realty Trust	0.07%	28,750	$123K	Add +37.1%

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