17 Capital Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), 17 Capital Partners, LLC reported 158 stock positions worth $192.2 million. Its top holding was Meta Platforms Class A (META) at 15.1% of the portfolio, followed by Alphabet Class A (GOOGL, 3.4%) and Microsoft (MSFT, 2.6%). Compared with Q3 2025, it opened 24 new positions, sold out of 11, added to 45 and reduced 63. The biggest buy was a new position in Ishrs Prime MMKT ETF (PMMF) and the biggest sale Meta Platforms Class A (META, shares −0%).

Most Recent 13F
Q2 2026
Location
PHEONIX, AZ
CIK
0001727407
Portfolio Value
$192.2M (Q4 2025)
SEC Filing
0001727407-26-000002 ↗ filed Feb 13, 2026

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 Q3 2025 Q4 2025: $192.2M $192.2M Q4 2025 Q1 2026: $193.2M Q1 2026 Q2 2026: $220.5M Q2 2026

Holdings 158 stocks · $192.2M
META Meta Platforms Inc. Class A 15.12% 44,036 $29.1M Reduce -0.1%
GOOGL Alphabet Inc. Class A 3.41% 20,961 $6.6M Reduce -1.9%
MSFT Microsoft Corp. 2.63% 10,433 $5.0M Add +18.5%
PH Parker Hannifin Corp. 2.00% 4,373 $3.8M No change
GOOG Alphabet Inc. Class C 1.81% 11,106 $3.5M Reduce -0.3%
IEF iShares 7-10 Year Treasury B 1.72% 34,459 $3.3M Add +19.6%
IUSV iShares Core S&P U.S. Value 1.59% 29,816 $3.1M Add +0.8%
AAPL Apple Inc. 1.49% 10,511 $2.9M Add +24.0%
SGOV iShares 0-3 Month Treasury B 1.48% 28,389 $2.8M Add +143.4%
IVW iShares S&P 500 Growth ETF 1.44% 22,526 $2.8M Reduce -27.0%
COF Capital One Financial Corp. 1.31% 10,413 $2.5M Add +0.0%
PMMF Ishrs Prime MMKT ETF 1.23% 23,672 $2.4M New
NVDA Nvidia Corp. 1.23% 12,687 $2.4M Add +5.0%
CTVA Corteva Inc. 1.12% 32,152 $2.2M Reduce -1.9%
IVE iShares S&P 500 Value ETF 1.11% 10,056 $2.1M Reduce -3.9%
AMZN Amazon.com Inc. 1.03% 8,586 $2.0M Reduce -2.2%
WFC Wells Fargo & Co. 1.02% 21,023 $2.0M Add +53.8%
RDVY First Trust Rising Dividend 1.00% 27,651 $1.9M New
MLM Martin Marietta Materials 0.98% 3,013 $1.9M No change
AMP Ameriprise Financial Inc. 0.90% 3,516 $1.7M No change
SONY Sony Group Corp. - SP ADR 0.88% 66,110 $1.7M No change
UBER Uber Technologies Inc. 0.87% 20,485 $1.7M Reduce -19.3%
AMGN Amgen Inc. 0.86% 5,075 $1.7M Reduce -0.3%
GD General Dynamics Corp. 0.86% 4,918 $1.7M No change
MUFG Mitsubishi Ufj Finl-Spon ADR 0.84% 102,245 $1.6M No change
IWB iShares Russell 1000 ETF 0.84% 4,335 $1.6M Reduce -8.9%
QCOM Qualcomm Inc. 0.83% 9,289 $1.6M Reduce -1.1%
ECL Ecolab Inc. 0.81% 5,965 $1.6M No change
ATO Atmos Energy Corp. 0.79% 9,056 $1.5M Reduce -0.2%
AMD Advanced Micro Devices 0.78% 6,988 $1.5M Add +12.4%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.76% 32,283 $1.5M Reduce -1.4%
USB US Bancorp 0.76% 27,207 $1.5M No change
KO The Coca-Cola Co. 0.73% 20,064 $1.4M Reduce -0.7%
LEN Lennar Corp. Class A 0.72% 13,434 $1.4M No change
IWM iShares Russell 2000 ETF 0.71% 5,569 $1.4M Add +5.2%
VIOO Vanguard S&P Small-Cap 600 E 0.71% 12,328 $1.4M Add +47.7%
VFH Vanguard Financials ETF 0.71% 10,206 $1.4M Add +4.4%
ADBE Adobe Inc. 0.70% 3,833 $1.3M Add +0.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.69% 30,970 $1.3M Reduce -2.7%
QQQ Invesco QQQ Trust Series 1 0.68% 2,123 $1.3M Reduce -21.4%
IVV iShares Core S&P 500 ETF 0.68% 1,903 $1.3M Reduce -29.9%
AIG American International Group 0.67% 14,975 $1.3M Reduce -0.1%
IWF iShares Russell 1000 Growth 0.66% 2,671 $1.3M Reduce -31.7%
PNC PNC Financial Services Group 0.66% 6,052 $1.3M No change
DHR Danaher Corp. 0.65% 5,476 $1.3M Reduce -0.3%
XLV SS Health Care Select Sector 0.65% 8,076 $1.3M Reduce -1.5%
VGT Vanguard Info Tech ETF 0.65% 1,654 $1.2M Reduce -0.4%
ADSK Autodesk Inc. 0.64% 4,175 $1.2M No change
FBCG Fidelity Blue Chip Grow ETF 0.64% 22,359 $1.2M Add +41.7%
BX Blackstone Inc. 0.63% 7,901 $1.2M No change
SNPS Synopsys Inc. 0.63% 2,590 $1.2M Reduce -2.6%
RPM RPM International Inc. 0.63% 11,650 $1.2M No change
MCHP Microchip Technology Inc. 0.60% 18,210 $1.2M No change
SCHD Schwab US DVD Equity ETF 0.60% 42,238 $1.2M Reduce -9.0%
TDY Teledyne Technologies Inc. 0.60% 2,257 $1.2M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.59% 1,669 $1.1M Add +34.1%
MA Mastercard Inc. Class A 0.59% 1,972 $1.1M Add +0.4%
CTRA Coterra Energy Inc. 0.58% 41,999 $1.1M No change
SHW The Sherwin-Williams Co. 0.55% 3,291 $1.1M Add +0.9%
NFLX Netflix Inc. 0.55% 11,275 $1.1M Reduce -46.0%
GSLC Goldman Activebeta US LC ETF 0.54% 7,850 $1.0M Add +29.7%
ARKW ARK Next Generation Technolo 0.53% 6,923 $1.0M Reduce -7.8%
XEL Xcel Energy Inc. 0.53% 13,727 $1.0M Add +15.1%
PG The Procter & Gamble Co. 0.53% 7,066 $1.0M Reduce -0.2%
ALC Alcon Inc. filed as ALCON AG 0.52% 12,745 $1.0M Reduce -0.4%
IDXX Idexx Laboratories Inc. 0.52% 1,465 $991K Reduce -0.5%
ISRG Intuitive Surgical Inc. 0.51% 1,742 $987K Reduce -5.1%
APD Air Products & Chemicals Inc. 0.50% 3,919 $968K Add +5.6%
XLK SS Technology Select Sector 0.49% 6,595 $949K Add +3.8%
NOW ServiceNow Inc. 0.47% 5,955 $912K Reduce -0.4%
CFR Cullen/Frost Bankers Inc. 0.47% 7,110 $900K No change
JMOM JPMorgan US Momentum Factor 0.47% 13,210 $900K Add +5.2%
SOXX iShares Semiconductor ETF 0.47% 2,983 $898K Add +40.9%
MDT Medtronic PLC 0.46% 9,285 $892K Reduce -0.1%
LOW Lowe's Cos Inc. 0.46% 3,693 $891K No change
XNTK SS SPDR Nyse Tech ETF 0.46% 3,203 $890K Reduce -22.3%
TMUS T-Mobile US Inc. 0.46% 4,373 $888K Reduce -4.1%
OSK Oshkosh Corp. 0.45% 6,933 $871K Reduce -0.1%
WDAY Workday Inc. Class A 0.44% 3,964 $851K Reduce -0.6%
SMH Vaneck Semiconductor ETF 0.44% 2,324 $837K Add +32.0%
TTE Totalenergies SE 0.43% 12,758 $835K Add +0.2%
VEEV Veeva Systems Inc. Class A 0.43% 3,698 $826K No change
AGG iShares Core U.S. Aggregate 0.43% 8,218 $821K New
MRK Merck & Co. Inc. 0.42% 7,604 $800K Reduce -0.4%
CRWD CrowdStrike Holdings Inc. Class A 0.42% 1,705 $799K No change
AWK American Water Works Co. Inc. 0.41% 6,035 $788K Reduce -0.4%
MRVL Marvell Technology Inc. 0.41% 9,230 $784K Add +4.1%
HGTY Hagerty Inc. Class A 0.38% 55,000 $739K No change
TYL Tyler Technologies Inc. 0.37% 1,548 $703K Reduce -0.6%
PANW Palo Alto Networks Inc. 0.35% 3,697 $681K Reduce -4.6%
IEFA iShares Core MSCI Eafe ETF 0.34% 7,287 $652K New
IAU iShares Gold Trust 0.34% 7,954 $646K New
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.33% 13,558 $631K Add +59.9%
INTU Intuit Inc. 0.32% 942 $624K Reduce -8.7%
AXON Axon Enterprise Inc. 0.32% 1,092 $620K Reduce -37.5%
NBIX Neurocrine Biosciences Inc. 0.32% 4,335 $615K Add +21.6%
VZ Verizon Communications Inc. 0.32% 14,974 $610K Reduce -30.0%
WCC Wesco International Inc. 0.31% 2,455 $601K New
VGSH Vanguard Short-Term Treasury 0.31% 10,040 $590K New
AAAU Goldman Sachs Physical Gold 0.30% 13,616 $579K New

Show all 158 holdings

Options reported separately and not counted above: SHW calls ($1.0M), MSFT calls ($532K), PEP calls ($301K).

Portfolio Sells Q3 2025 → Q4 2025
META Meta Platforms Inc. Class A Reduce -0.1% 15.12% −2.49
NFLX Netflix Inc. Reduce -46.0% 0.55% −0.81
VDC Vanguard Consumer Staple ETF Sold out 0.00% −0.72
IVW iShares S&P 500 Growth ETF Reduce -27.0% 1.44% −0.58
UBER Uber Technologies Inc. Reduce -19.3% 0.87% −0.48
FNGS Microsectors Fang+ Etns Sold out 0.00% −0.46
AXON Axon Enterprise Inc. Reduce -37.5% 0.32% −0.36
IWF iShares Russell 1000 Growth Reduce -31.7% 0.66% −0.34
CBSH Commerce Bancshares Inc. Sold out 0.00% −0.31
IVV iShares Core S&P 500 ETF Reduce -29.9% 0.68% −0.31
FISV Fiserv Inc. Sold out 0.00% −0.28
CSGP Costar Group Inc. Sold out 0.00% −0.27
PEN Penumbra Inc. Reduce -52.6% 0.30% −0.24
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.23
QQQ Invesco QQQ Trust Series 1 Reduce -21.4% 0.68% −0.20
VZ Verizon Communications Inc. Reduce -30.0% 0.32% −0.19
ARKW ARK Next Generation Technolo Reduce -7.8% 0.53% −0.18
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.18
SHV iShares 0-1 Year Treasury Bo Reduce -49.2% 0.15% −0.16
XNTK SS SPDR Nyse Tech ETF Reduce -22.3% 0.46% −0.15
IWP iShares Russell Mid-Cap Grow Sold out 0.00% −0.14
TMUS T-Mobile US Inc. Reduce -4.1% 0.46% −0.13
PFF iShares Preferred & Income S Sold out 0.00% −0.13
FCPI Fidelity Stocks for Infl ETF Sold out 0.00% −0.13
NOW ServiceNow Inc. Reduce -0.4% 0.47% −0.12
TDY Teledyne Technologies Inc. Reduce -0.1% 0.60% −0.12
SCHB Schwab US Broad Market ETF Sold out 0.00% −0.12
IWB iShares Russell 1000 ETF Reduce -8.9% 0.84% −0.10
SCHD Schwab US DVD Equity ETF Reduce -9.0% 0.60% −0.09
CTVA Corteva Inc. Reduce -1.9% 1.12% −0.09
SNPS Synopsys Inc. Reduce -2.6% 0.63% −0.08
WDAY Workday Inc. Class A Reduce -0.6% 0.44% −0.08
TYL Tyler Technologies Inc. Reduce -0.6% 0.37% −0.08
PANW Palo Alto Networks Inc. Reduce -4.6% 0.35% −0.07
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -2.7% 0.69% −0.07
IVE iShares S&P 500 Value ETF Reduce -3.9% 1.11% −0.07
PG The Procter & Gamble Co. Reduce -0.2% 0.53% −0.07
VTI VG Morningstar TS MKT ETF-US Reduce -16.2% 0.29% −0.06
INTU Intuit Inc. Reduce -8.7% 0.32% −0.06
MELI MercadoLibre Inc. Reduce -21.5% 0.11% −0.06
ATO Atmos Energy Corp. Reduce -0.2% 0.79% −0.05
HD Home Depot Inc. Reduce -12.8% 0.13% −0.05
AWK American Water Works Co. Inc. Reduce -0.4% 0.41% −0.05
BDN Brandywine Realty Trust Reduce -44.8% 0.03% −0.05
IWV iShares Russell 3000 ETF Reduce -10.4% 0.29% −0.04
OSK Oshkosh Corp. Reduce -0.1% 0.45% −0.04
VGT Vanguard Info Tech ETF Reduce -0.4% 0.65% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.6% 0.22% −0.02
QCOM Qualcomm Inc. Reduce -1.1% 0.83% −0.02
MDT Medtronic PLC Reduce -0.1% 0.46% −0.02

Portfolio Buys Q3 2025 → Q4 2025
PMMF Ishrs Prime MMKT ETF New 1.23% +1.23
RDVY First Trust Rising Dividend New 1.00% +1.00
SGOV iShares 0-3 Month Treasury B Add +143.4% 1.48% +0.84
AGG iShares Core U.S. Aggregate New 0.43% +0.43
WFC Wells Fargo & Co. Add +53.8% 1.02% +0.40
IEFA iShares Core MSCI Eafe ETF New 0.34% +0.34
IAU iShares Gold Trust New 0.34% +0.34
AAPL Apple Inc. Add +24.0% 1.49% +0.31
WCC Wesco International Inc. New 0.31% +0.31
VGSH Vanguard Short-Term Treasury New 0.31% +0.31
AAAU Goldman Sachs Physical Gold New 0.30% +0.30
VTIP Vanguard Short-Term Tips New 0.30% +0.30
EW Edwards Lifesciences Corp. New 0.30% +0.30
USMV iShares MSCI USA Min Vol Fac New 0.28% +0.28
SHY iShares 1-3 Year Treasury Bo New 0.28% +0.28
IEMG iShares Core MSCI Emerging New 0.27% +0.27
IQLT iShares MSCI International Q New 0.25% +0.25
AMD Advanced Micro Devices Add +12.4% 0.78% +0.23
BNDX Vanguard Total Intl Bond ETF New 0.22% +0.22
IEF iShares 7-10 Year Treasury B Add +19.6% 1.72% +0.21
VIOO Vanguard S&P Small-Cap 600 E Add +47.7% 0.71% +0.21
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.19% +0.19
FBCG Fidelity Blue Chip Grow ETF Add +41.7% 0.64% +0.18
FXF Invesco Currencyshares Swiss New 0.17% +0.17
CEW Wisdomtree Emerging Currency New 0.16% +0.16
SOXX iShares Semiconductor ETF Add +40.9% 0.47% +0.16
MSFT Microsoft Corp. Add +18.5% 2.63% +0.15
SPY SS SPDR S&P 500 ETF Trust-US Add +34.1% 0.59% +0.14
JEPI JPMorgan Equity Premium Inco New 0.13% +0.13
SHEL Shell PLC-ADR Add +100.5% 0.26% +0.13
SMH Vaneck Semiconductor ETF Add +32.0% 0.44% +0.12
BLV Vanguard Long-Term Bond ETF Add +86.5% 0.28% +0.12
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +59.9% 0.33% +0.11
GSLC Goldman Activebeta US LC ETF Add +29.7% 0.54% +0.11
COF Capital One Financial Corp. Add +0.0% 1.31% +0.11
BNY Bank of New York Mellon Corp. New 0.11% +0.11
LLY Eli Lilly & Co. New 0.11% +0.11
HEDJ Wisdomtree Europe Hedged Equ New 0.11% +0.11
MPWR Monolithic Power Systems Inc. New 0.11% +0.11
GIGB Goldman Sachs Inv GRD Corp. Add +61.3% 0.24% +0.08
NOK Nokia Corp.-Spon ADR New 0.05% +0.05
NBIX Neurocrine Biosciences Inc. Add +21.6% 0.32% +0.05
BNDW Vanguard Total World Bond Et Add +47.1% 0.17% +0.05
KNGZ FT - S&P 500 DVD Aristocrats Add +26.3% 0.16% +0.03
DHS Wisdomtree US High Dividend Add +20.4% 0.17% +0.02
AVGO Broadcom Inc. Add +9.3% 0.25% +0.02
TTE Totalenergies SE Add +0.2% 0.43% +0.02
CII BlackRock Enhan LRG Cap Core Add +15.7% 0.17% +0.02
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +18.0% 0.16% +0.02
VOO Vanguard S&P 500 ETF Add +10.0% 0.24% +0.02

Options Activity Q3 2025 → Q4 2025
SHW The Sherwin-Williams Co. call New 3,100 $1.0M
MSFT Microsoft Corp. call New 1,100 $532K
PEP Pepsico Inc. call New 2,100 $301K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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