17 Capital Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), 17 Capital Partners, LLC reported 145 stock positions worth $183.8 million. Its top holding was Meta Platforms Class A (META) at 17.6% of the portfolio, followed by Alphabet Class A (GOOGL, 2.8%) and Microsoft (MSFT, 2.5%). Compared with Q2 2025, it opened 7 new positions, sold out of 5, added to 64 and reduced 29. The biggest buy was a new position in Invesco QQQ Trust Series 1 (QQQ) and the biggest sale an exit from Ansys (ANSS).

Most Recent 13F
Q2 2026
Location
PHEONIX, AZ
CIK
0001727407
Portfolio Value
$183.8M (Q3 2025)
SEC Filing
0001727407-25-000006 ↗ filed Nov 14, 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 Q1 2025 Q2 2025: $173.3M Q2 2025 Q3 2025: $183.8M $183.8M Q3 2025 Q4 2025: $192.2M Q4 2025 Q1 2026: $193.2M Q1 2026 Q2 2026: $220.5M Q2 2026

Holdings 145 stocks · $183.8M
META Meta Platforms Inc. Class A 17.62% 44,092 $32.4M Add +0.1%
GOOGL Alphabet Inc. Class A 2.83% 21,377 $5.2M Reduce -0.6%
MSFT Microsoft Corp. 2.47% 8,803 $4.5M Add +0.3%
IVW iShares S&P 500 Growth ETF 2.03% 30,860 $3.7M Add +2.4%
PH Parker Hannifin Corp. 1.80% 4,373 $3.3M No change
IUSV iShares Core S&P U.S. Value 1.61% 29,590 $3.0M Reduce -0.0%
IEF iShares 7-10 Year Treasury B 1.51% 28,799 $2.8M Add +0.3%
GOOG Alphabet Inc. Class C 1.48% 11,144 $2.7M No change
NFLX Netflix Inc. 1.36% 2,088 $2.5M Reduce -1.5%
UBER Uber Technologies Inc. 1.35% 25,393 $2.5M No change
NVDA Nvidia Corp. 1.23% 12,086 $2.3M Add +1.0%
CTVA Corteva Inc. 1.21% 32,789 $2.2M Add +0.1%
COF Capital One Financial Corp. 1.20% 10,409 $2.2M No change
IVE iShares S&P 500 Value ETF 1.18% 10,464 $2.2M Add +6.6%
AAPL Apple Inc. 1.17% 8,474 $2.2M Add +1.4%
AMZN Amazon.com Inc. 1.05% 8,778 $1.9M Add +0.3%
SONY Sony Group Corp. - SP ADR 1.04% 66,110 $1.9M No change
MLM Martin Marietta Materials 1.03% 3,013 $1.9M No change
IWF iShares Russell 1000 Growth 1.00% 3,911 $1.8M Add +5.0%
IVV iShares Core S&P 500 ETF 0.99% 2,713 $1.8M Reduce -0.2%
IWB iShares Russell 1000 ETF 0.95% 4,758 $1.7M Reduce -2.0%
AMP Ameriprise Financial Inc. 0.94% 3,516 $1.7M No change
LEN Lennar Corp. Class A 0.92% 13,434 $1.7M No change
GD General Dynamics Corp. 0.91% 4,918 $1.7M Add +0.2%
ECL Ecolab Inc. 0.89% 5,965 $1.6M No change
MUFG Mitsubishi Ufj Finl-Spon ADR 0.89% 102,245 $1.6M No change
QQQ Invesco QQQ Trust Series 1 0.88% 2,700 $1.6M New
QCOM Qualcomm Inc. 0.85% 9,396 $1.6M No change
ATO Atmos Energy Corp. 0.84% 9,078 $1.6M No change
AMGN Amgen Inc. 0.78% 5,092 $1.4M Reduce -0.6%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.77% 32,750 $1.4M Reduce -0.2%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.76% 15,922 $1.4M Add +0.2%
RPM RPM International Inc. 0.75% 11,650 $1.4M No change
BX Blackstone Inc. 0.73% 7,901 $1.3M Add +0.1%
ADBE Adobe Inc. 0.73% 3,822 $1.3M No change
KO The Coca-Cola Co. 0.73% 20,200 $1.3M No change
ADSK Autodesk Inc. 0.72% 4,175 $1.3M Add +0.6%
TDY Teledyne Technologies Inc. 0.72% 2,260 $1.3M No change
VDC Vanguard Consumer Staple ETF 0.72% 6,177 $1.3M Add +1.7%
USB US Bancorp 0.72% 27,207 $1.3M Reduce -3.3%
SNPS Synopsys Inc. 0.71% 2,660 $1.3M New
ARKW ARK Next Generation Technolo 0.71% 7,510 $1.3M Add +12.6%
VFH Vanguard Financials ETF 0.70% 9,775 $1.3M Add +10.0%
IWM iShares Russell 2000 ETF 0.70% 5,294 $1.3M Add +1.5%
SCHD Schwab US DVD Equity ETF 0.69% 46,435 $1.3M Reduce -2.7%
AXON Axon Enterprise Inc. 0.68% 1,747 $1.3M Add +0.5%
VGT Vanguard Info Tech ETF 0.67% 1,660 $1.2M Add +10.6%
PNC PNC Financial Services Group 0.66% 6,052 $1.2M Reduce -0.8%
AIG American International Group 0.64% 14,994 $1.2M No change
SGOV iShares 0-3 Month Treasury B 0.64% 11,665 $1.2M Add +19.3%
MCHP Microchip Technology Inc. 0.64% 18,210 $1.2M No change
WFC Wells Fargo & Co. 0.62% 13,669 $1.1M Add +23.1%
XLV SS Health Care Select Sector 0.62% 8,201 $1.1M Add +0.2%
SHW The Sherwin-Williams Co. 0.62% 3,263 $1.1M Reduce -2.3%
XNTK SS SPDR Nyse Tech ETF 0.61% 4,123 $1.1M Add +10.7%
MA Mastercard Inc. Class A 0.61% 1,964 $1.1M Add +0.6%
VEEV Veeva Systems Inc. Class A 0.60% 3,698 $1.1M Add +0.7%
NOW ServiceNow Inc. 0.60% 1,196 $1.1M Add +0.4%
TMUS T-Mobile US Inc. 0.59% 4,560 $1.1M Reduce -2.1%
DHR Danaher Corp. 0.59% 5,492 $1.1M No change
PG The Procter & Gamble Co. 0.59% 7,083 $1.1M No change
APD Air Products & Chemicals Inc. 0.55% 3,710 $1.0M No change
AMD Advanced Micro Devices 0.55% 6,217 $1.0M Add +29.6%
CTRA Coterra Energy Inc. 0.54% 41,999 $993K No change
PEN Penumbra Inc. 0.53% 3,862 $978K Add +0.2%
XEL Xcel Energy Inc. 0.52% 11,923 $962K No change
WDAY Workday Inc. Class A 0.52% 3,989 $960K Add +4.3%
ALC Alcon Inc. filed as ALCON AG 0.52% 12,795 $953K Reduce -6.0%
IDXX Idexx Laboratories Inc. 0.51% 1,473 $941K Add +28.6%
VZ Verizon Communications Inc. 0.51% 21,398 $940K No change
LOW Lowe's Cos Inc. 0.50% 3,693 $928K Add +0.2%
VIOO Vanguard S&P Small-Cap 600 E 0.50% 8,349 $922K Add +11.8%
CFR Cullen/Frost Bankers Inc. 0.49% 7,110 $901K No change
OSK Oshkosh Corp. 0.49% 6,943 $901K No change
XLK SS Technology Select Sector 0.49% 3,178 $896K Reduce -0.3%
MDT Medtronic PLC 0.48% 9,294 $885K No change
JMOM JPMorgan US Momentum Factor 0.46% 12,560 $853K Add +10.7%
FNGS Microsectors Fang+ Etns filed as BANK MONTREAL MEDIUM 0.46% 12,145 $850K Add +10.5%
FBCG Fidelity Blue Chip Grow ETF 0.46% 15,784 $847K Add +12.5%
AWK American Water Works Co. Inc. 0.46% 6,058 $843K No change
CRWD CrowdStrike Holdings Inc. Class A 0.45% 1,705 $836K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.45% 1,245 $829K No change
ISRG Intuitive Surgical Inc. 0.45% 1,836 $821K Reduce -10.0%
TYL Tyler Technologies Inc. 0.44% 1,558 $815K Add +0.5%
PANW Palo Alto Networks Inc. 0.43% 3,874 $789K No change
GSLC Goldman Activebeta US LC ETF 0.43% 6,052 $788K Add +11.4%
TTE Totalenergies SE -Spon ADR 0.41% 12,731 $760K New
MRVL Marvell Technology Inc. 0.41% 8,865 $745K Reduce -0.8%
INTU Intuit Inc. 0.38% 1,032 $705K Add +7.6%
HGTY Hagerty Inc. Class A 0.36% 55,000 $662K No change
VTI VG Morningstar TS MKT ETF-US 0.35% 1,986 $652K Add +10.5%
MRK Merck & Co. Inc. 0.35% 7,635 $641K No change
IWV iShares Russell 3000 ETF 0.33% 1,611 $610K Add +8.9%
SMH Vaneck Semiconductor ETF 0.31% 1,761 $575K Add +9.7%
SOXX iShares Semiconductor ETF 0.31% 2,117 $574K Add +13.6%
CBSH Commerce Bancshares Inc. 0.31% 9,595 $573K No change
SHV iShares 0-1 Year Treasury Bo 0.31% 5,124 $566K Add +0.2%
ELS Equity Lifestyle Properties 0.30% 8,956 $544K No change
CRM Salesforce Inc. 0.29% 2,286 $542K Reduce -1.5%
VXF Vanguard Extended Market ETF 0.29% 2,532 $530K Add +13.6%
FISV Fiserv Inc. 0.28% 4,059 $523K Reduce -43.4%
CPAY Corpay Inc. 0.28% 1,811 $522K Add +0.2%
TSM Taiwan Semiconductor-SP ADR 0.28% 1,818 $508K No change
NBIX Neurocrine Biosciences Inc. 0.27% 3,565 $500K No change
CSGP Costar Group Inc. 0.27% 5,921 $500K Add +0.2%
ORCL Oracle Corp. 0.26% 1,697 $477K Add +38.9%
AXP American Express Co. 0.25% 1,368 $454K No change
BRK.B Berkshire Hathaway Inc. Class B 0.24% 891 $448K No change
CMG Chipotle Mexican Grill Inc. 0.23% 11,012 $432K Reduce -2.0%
SPOT Spotify Technology SA 0.23% 614 $429K No change
V Visa Inc. Class A 0.23% 1,242 $424K Add +1.1%
EUFN iShares MSCI Europe Financia 0.23% 12,310 $423K No change
AVGO Broadcom Inc. 0.23% 1,275 $421K Reduce -13.6%
VOO Vanguard S&P 500 ETF 0.22% 662 $405K Reduce -6.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.22% 8,481 $396K Add +9.4%
VRTX Vertex Pharmaceuticals Inc. 0.21% 990 $388K Reduce -2.9%
PEP Pepsico Inc. 0.19% 2,528 $355K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 6,877 $355K Add +0.3%
UAL United Airlines Holdings Inc. 0.19% 3,600 $347K Reduce -25.1%
EEM iShares MSCI Emerging Market 0.19% 6,425 $343K Add +0.3%
STZ Constellation Brands Inc. Class A 0.18% 2,429 $327K Reduce -11.7%
HD Home Depot Inc. 0.18% 804 $326K No change
PSA Public Storage 0.18% 1,122 $324K Reduce -0.9%
EMB iShares JP Morgan Usd Emergi 0.17% 3,364 $320K Add +20.6%
MELI MercadoLibre Inc. 0.17% 130 $304K Add +0.8%
BLV Vanguard Long-Term Bond ETF 0.16% 4,150 $294K Add +17.4%
GIGB Goldman Sachs Inv GRD Corp. 0.16% 6,285 $293K Add +18.8%
VCIT Vanguard Int-Term Corporate 0.16% 3,435 $289K Add +14.2%
ICVT iShares Convertible Bond ETF 0.15% 2,765 $277K Add +14.5%
CII BlackRock Enhan LRG Cap Core 0.15% 11,918 $274K Add +15.4%
DHS Wisdomtree US High Dividend 0.14% 2,622 $264K Add +18.7%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.14% 3,204 $260K Add +27.5%
IWP iShares Russell Mid-Cap Grow 0.14% 1,790 $255K Reduce -21.7%
KNGZ FT - S&P 500 DVD Aristocrats 0.14% 6,996 $251K New
ABBV Abbvie Inc. 0.14% 1,078 $250K Reduce -0.2%
ASML ASML Holding NV-NY Reg SHS 0.13% 256 $248K No change
SHEL Shell PLC-ADR 0.13% 3,435 $247K Reduce -1.0%
PFF iShares Preferred & Income S 0.13% 7,487 $237K Add +10.6%
FCPI Fidelity Stocks for Infl ETF 0.13% 4,710 $236K Reduce -6.0%
BNDW Vanguard Total World Bond Et 0.12% 3,178 $221K New
SCHB Schwab US Broad Market ETF 0.12% 8,547 $220K No change
TEAM Atlassian Corp. Class A 0.12% 1,335 $213K Add +0.4%
EWJ iShares MSCI Japan ETF 0.11% 2,578 $207K New
AZN Astrazeneca PLC-Spons ADR 0.11% 2,610 $200K New
BDN Brandywine Realty Trust 0.07% 32,429 $135K Add +12.8%

Portfolio Sells Q2 2025 → Q3 2025
ANSS Ansys Inc. Sold out 0.00% −0.91
FISV Fiserv Inc. Reduce -43.4% 0.28% −0.43
NFLX Netflix Inc. Reduce -1.5% 1.36% −0.28
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.20
ISRG Intuitive Surgical Inc. Reduce -10.0% 0.45% −0.19
ALC Alcon Inc. Reduce -6.0% 0.52% −0.17
CMG Chipotle Mexican Grill Inc. Reduce -2.0% 0.23% −0.13
IWR iShares Russell Mid-Cap ETF Sold out 0.00% −0.12
COST Costco Wholesale Corp. Sold out 0.00% −0.12
HDB HDFC Bank Ltd.-ADR Sold out 0.00% −0.12
STZ Constellation Brands Inc. Class A Reduce -11.7% 0.18% −0.08
CRM Salesforce Inc. Reduce -1.5% 0.29% −0.07
VRTX Vertex Pharmaceuticals Inc. Reduce -2.9% 0.21% −0.05
TMUS T-Mobile US Inc. Reduce -2.1% 0.59% −0.05
SHW The Sherwin-Williams Co. Reduce -2.3% 0.62% −0.05
IWP iShares Russell Mid-Cap Grow Reduce -21.7% 0.14% −0.04
AMGN Amgen Inc. Reduce -0.6% 0.78% −0.04
SCHD Schwab US DVD Equity ETF Reduce -2.7% 0.69% −0.04
UAL United Airlines Holdings Inc. Reduce -25.1% 0.19% −0.03
USB US Bancorp Reduce -3.3% 0.72% −0.02
PSA Public Storage Reduce -0.9% 0.18% −0.02
VOO Vanguard S&P 500 ETF Reduce -6.9% 0.22% −0.01
IUSV iShares Core S&P U.S. Value Reduce -0.0% 1.61% −0.01
SHEL Shell PLC-ADR Reduce -1.0% 0.13% −0.01
FCPI Fidelity Stocks for Infl ETF Reduce -6.0% 0.13% −0.01
AVGO Broadcom Inc. Reduce -13.6% 0.23% −0.01
IWB iShares Russell 1000 ETF Reduce -2.0% 0.95% −0.01
PNC PNC Financial Services Group Reduce -0.8% 0.66% +0.01
MRVL Marvell Technology Inc. Reduce -0.8% 0.41% +0.01
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -0.2% 0.77% +0.01
IVV iShares Core S&P 500 ETF Reduce -0.2% 0.99% +0.01
ABBV Abbvie Inc. Reduce -0.2% 0.14% +0.02
XLK SS Technology Select Sector Reduce -0.3% 0.49% +0.02
GOOGL Alphabet Inc. Class A Reduce -0.6% 2.83% +0.64

Portfolio Buys Q2 2025 → Q3 2025
QQQ Invesco QQQ Trust Series 1 New 0.88% +0.88
SNPS Synopsys Inc. New 0.71% +0.71
TTE Totalenergies SE -Spon ADR New 0.41% +0.41
AAPL Apple Inc. Add +1.4% 1.17% +0.18
IDXX Idexx Laboratories Inc. Add +28.6% 0.51% +0.16
AMD Advanced Micro Devices Add +29.6% 0.55% +0.15
ARKW ARK Next Generation Technolo Add +12.6% 0.71% +0.14
KNGZ FT - S&P 500 DVD Aristocrats New 0.14% +0.14
NVDA Nvidia Corp. Add +1.0% 1.23% +0.14
BNDW Vanguard Total World Bond Et New 0.12% +0.12
IVW iShares S&P 500 Growth ETF Add +2.4% 2.03% +0.11
EWJ iShares MSCI Japan ETF New 0.11% +0.11
WFC Wells Fargo & Co. Add +23.1% 0.62% +0.11
AZN Astrazeneca PLC-Spons ADR New 0.11% +0.11
ORCL Oracle Corp. Add +38.9% 0.26% +0.11
XNTK SS SPDR Nyse Tech ETF Add +10.7% 0.61% +0.10
VGT Vanguard Info Tech ETF Add +10.6% 0.67% +0.10
GD General Dynamics Corp. Add +0.2% 0.91% +0.09
IWF iShares Russell 1000 Growth Add +5.0% 1.00% +0.08
SGOV iShares 0-3 Month Treasury B Add +19.3% 0.64% +0.07
FBCG Fidelity Blue Chip Grow ETF Add +12.5% 0.46% +0.07
IVE iShares S&P 500 Value ETF Add +6.6% 1.18% +0.07
VIOO Vanguard S&P Small-Cap 600 E Add +11.8% 0.50% +0.07
SOXX iShares Semiconductor ETF Add +13.6% 0.31% +0.06
SMH Vaneck Semiconductor ETF Add +9.7% 0.31% +0.05
BX Blackstone Inc. Add +0.1% 0.73% +0.05
FNGS Microsectors Fang+ Etns Add +10.5% 0.46% +0.05
GSLC Goldman Activebeta US LC ETF Add +11.4% 0.43% +0.05
IWM iShares Russell 2000 ETF Add +1.5% 0.70% +0.05
VFH Vanguard Financials ETF Add +10.0% 0.70% +0.04
JMOM JPMorgan US Momentum Factor Add +10.7% 0.46% +0.04
VXF Vanguard Extended Market ETF Add +13.6% 0.29% +0.04
VTI VG Morningstar TS MKT ETF-US Add +10.5% 0.35% +0.04
LOW Lowe's Cos Inc. Add +0.2% 0.50% +0.03
IWV iShares Russell 3000 ETF Add +8.9% 0.33% +0.03
EMB iShares JP Morgan Usd Emergi Add +20.6% 0.17% +0.03
ICVT iShares Convertible Bond ETF Add +14.5% 0.15% +0.02
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +27.5% 0.14% +0.02
CII BlackRock Enhan LRG Cap Core Add +15.4% 0.15% +0.02
DHS Wisdomtree US High Dividend Add +18.7% 0.14% +0.02
GIGB Goldman Sachs Inv GRD Corp. Add +18.8% 0.16% +0.02
BLV Vanguard Long-Term Bond ETF Add +17.4% 0.16% +0.02
VCIT Vanguard Int-Term Corporate Add +14.2% 0.16% +0.01
PFF iShares Preferred & Income S Add +10.6% 0.13% +0.01
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +9.4% 0.22% +0.01
EEM iShares MSCI Emerging Market Add +0.3% 0.19% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +0.2% 0.76% +0.01
BAC Bank of America Corp. Add +0.3% 0.19% +0.01
BDN Brandywine Realty Trust Add +12.8% 0.07% +0.00
CSGP Costar Group Inc. Add +0.2% 0.27% −0.00

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