17 Capital Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), 17 Capital Partners, LLC reported 170 stock positions worth $193.2 million. Its top holding was Meta Platforms Class A (META) at 13.1% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 3.5%) and Alphabet Class A (GOOGL, 3.1%). Compared with Q4 2025, it opened 22 new positions, sold out of 10, added to 98 and reduced 30. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +139%) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −60%).

Most Recent 13F
Q2 2026
Location
PHEONIX, AZ
CIK
0001727407
Portfolio Value
$193.2M (Q1 2026)
SEC Filing
0001727407-26-000004 ↗ filed May 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 Q4 2025 Q1 2026: $193.2M $193.2M Q1 2026 Q2 2026: $220.5M Q2 2026

Holdings 170 stocks · $193.2M
META Meta Platforms Inc. Class A 13.06% 44,107 $25.2M Add +0.2%
SGOV iShares 0-3 Month Treasury B 3.53% 67,714 $6.8M Add +138.5%
GOOGL Alphabet Inc. Class A 3.07% 20,642 $5.9M Reduce -1.5%
MSFT Microsoft Corp. 2.04% 10,675 $4.0M Add +2.3%
IVW iShares S&P 500 Growth ETF 1.80% 30,678 $3.5M Add +36.2%
GOOG Alphabet Inc. Class C 1.68% 11,289 $3.2M Add +1.6%
AAPL Apple Inc. 1.55% 11,792 $3.0M Add +12.2%
PH Parker Hannifin Corp. 1.43% 3,087 $2.8M Reduce -29.4%
IUSV iShares Core S&P U.S. Value 1.36% 25,663 $2.6M Reduce -13.9%
PMMF Ishrs Prime MMKT ETF 1.30% 25,011 $2.5M Add +5.7%
CTVA Corteva Inc. 1.29% 29,891 $2.5M Reduce -7.0%
NVDA Nvidia Corp. 1.20% 13,333 $2.3M Add +5.1%
IVE iShares S&P 500 Value ETF 1.19% 10,934 $2.3M Add +8.7%
VOO Vanguard S&P 500 ETF 1.02% 3,309 $2.0M Add +354.5%
RDVY First Trust Rising Dividend 1.02% 28,777 $2.0M Add +4.1%
COF Capital One Financial Corp. 0.98% 10,413 $1.9M No change
AMGN Amgen Inc. 0.92% 5,042 $1.8M Reduce -0.7%
MLM Martin Marietta Materials 0.92% 3,013 $1.8M No change
GD General Dynamics Corp. 0.88% 4,973 $1.7M Add +1.1%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.87% 98,845 $1.7M Reduce -3.3%
IWB iShares Russell 1000 ETF 0.84% 4,541 $1.6M Add +4.8%
WFC Wells Fargo & Co. 0.83% 20,208 $1.6M Reduce -3.9%
ECL Ecolab Inc. 0.83% 6,020 $1.6M Add +0.9%
AMP Ameriprise Financial Inc. 0.81% 3,516 $1.6M No change
VIOO Vanguard S&P Small-Cap 600 E 0.81% 13,591 $1.6M Add +10.2%
KO The Coca-Cola Co. 0.80% 20,289 $1.5M Add +1.1%
UBER Uber Technologies Inc. 0.77% 20,685 $1.5M Add +1.0%
IWM iShares Russell 2000 ETF 0.76% 5,929 $1.5M Add +6.5%
AMD Advanced Micro Devices 0.76% 7,213 $1.5M Add +3.2%
CVX Chevron Corp. 0.75% 6,966 $1.4M New
USB US Bancorp 0.73% 27,207 $1.4M No change
AMZN Amazon.com Inc. 0.72% 6,666 $1.4M Reduce -22.4%
SONY Sony Group Corp. - SP ADR 0.71% 66,110 $1.4M No change
TDY Teledyne Technologies Inc. 0.70% 2,251 $1.4M Reduce -0.3%
MSI Motorola Solutions Inc. 0.70% 3,107 $1.3M New
VFH Vanguard Financials ETF 0.69% 11,052 $1.3M Add +8.3%
IEF iShares 7-10 Year Treasury B 0.68% 13,761 $1.3M Reduce -60.1%
IVV iShares Core S&P 500 ETF 0.66% 1,960 $1.3M Add +3.0%
PNC PNC Financial Services Group 0.66% 6,152 $1.3M Add +1.6%
IWF iShares Russell 1000 Growth 0.64% 2,922 $1.2M Add +9.4%
FBCG Fidelity Blue Chip Grow ETF 0.64% 24,705 $1.2M Add +10.5%
VGT Vanguard Info Tech ETF 0.63% 1,758 $1.2M Add +6.3%
QCOM Qualcomm Inc. 0.63% 9,389 $1.2M Add +1.1%
QQQ Invesco QQQ Trust Series 1 0.62% 2,062 $1.2M Reduce -2.9%
ATO Atmos Energy Corp. 0.61% 6,423 $1.2M Reduce -29.1%
MCHP Microchip Technology Inc. 0.61% 18,142 $1.2M Reduce -0.4%
LEN Lennar Corp. Class A 0.60% 13,434 $1.2M No change
TTE Totalenergies SE 0.60% 12,758 $1.2M No change
RPM RPM International Inc. 0.60% 11,650 $1.2M No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.59% 24,854 $1.1M Add +83.3%
APD Air Products & Chemicals Inc. 0.59% 3,919 $1.1M No change
AIG American International Group 0.58% 14,962 $1.1M Reduce -0.1%
XEL Xcel Energy Inc. 0.57% 13,977 $1.1M Add +1.8%
GSLC Goldman Activebeta US LC ETF 0.56% 8,672 $1.1M Add +10.5%
SOXX iShares Semiconductor ETF 0.56% 3,294 $1.1M Add +10.4%
NFLX Netflix Inc. 0.56% 11,206 $1.1M Reduce -0.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.56% 3,751 $1.1M New
SHW The Sherwin-Williams Co. 0.55% 3,316 $1.1M Add +0.8%
DHR Danaher Corp. 0.54% 5,476 $1.0M No change
SNPS Synopsys Inc. 0.53% 2,590 $1.0M No change
ADSK Autodesk Inc. 0.53% 4,275 $1.0M Add +2.4%
PG The Procter & Gamble Co. 0.53% 7,066 $1.0M No change
MA Mastercard Inc. Class A 0.53% 2,037 $1.0M Add +3.3%
OSK Oshkosh Corp. 0.53% 6,913 $1.0M Reduce -0.3%
IEMG iShares Core MSCI Emerging 0.52% 14,540 $1.0M Add +85.0%
XLK SS Technology Select Sector 0.51% 7,485 $995K Add +13.5%
CFR Cullen/Frost Bankers Inc. 0.50% 7,110 $975K No change
MRVL Marvell Technology Inc. 0.50% 9,810 $972K Add +6.3%
SMH Vaneck Semiconductor ETF 0.50% 2,509 $962K Add +8.0%
ALC Alcon Inc. filed as ALCON AG 0.50% 12,745 $960K No change
JMOM JPMorgan US Momentum Factor 0.50% 14,114 $959K Add +6.8%
AGG iShares Core U.S. Aggregate 0.49% 9,526 $946K Add +15.9%
ADBE Adobe Inc. 0.48% 3,833 $932K No change
WCC Wesco International Inc. 0.48% 3,405 $932K Add +38.7%
MRK Merck & Co. Inc. 0.48% 7,704 $927K Add +1.3%
TMUS T-Mobile US Inc. 0.48% 4,407 $926K Add +0.8%
XNTK SS SPDR Nyse Tech ETF 0.47% 3,562 $909K Add +11.2%
BX Blackstone Inc. 0.47% 7,901 $909K No change
ARKW ARK Next Generation Technolo 0.46% 7,376 $890K Add +6.5%
LOW Lowe's Cos Inc. 0.46% 3,765 $890K Add +1.9%
MDT Medtronic PLC 0.44% 9,850 $854K Add +6.1%
IAU iShares Gold Trust 0.44% 9,579 $844K Add +20.4%
MKC McCormick & Co.-Non VTG SHRS 0.44% 16,736 $844K New
AWK American Water Works Co. Inc. 0.43% 6,075 $827K Add +0.7%
GEV GE Vernova Inc. 0.43% 943 $823K New
ISRG Intuitive Surgical Inc. 0.42% 1,767 $815K Add +1.4%
EW Edwards Lifesciences Corp. 0.42% 10,036 $804K Add +49.5%
VZ Verizon Communications Inc. 0.41% 15,624 $784K Add +4.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.41% 1,206 $784K Reduce -27.7%
IEFA iShares Core MSCI Eafe ETF 0.40% 8,524 $772K Add +17.0%
BNDW Vanguard Total World Bond Et 0.40% 11,246 $769K Add +140.5%
GNRC Generac Holdings Inc. 0.37% 3,701 $723K New
AAAU Goldman Sachs Physical Gold 0.37% 15,619 $721K Add +14.7%
AVGO Broadcom Inc. 0.37% 2,303 $713K Add +65.3%
VTIP Vanguard Short-Term Tips 0.36% 14,021 $700K Add +19.8%
XLV SS Health Care Select Sector 0.36% 4,744 $696K Reduce -41.3%
CRWD CrowdStrike Holdings Inc. Class A 0.36% 1,760 $687K Add +3.2%
VGSH Vanguard Short-Term Treasury 0.35% 11,413 $668K Add +13.7%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.34% 13,535 $662K Reduce -58.1%
LLY Eli Lilly & Co. 0.33% 698 $642K Add +261.7%
USMV iShares MSCI USA Min Vol Fac 0.33% 6,879 $638K Add +18.5%
SHY iShares 1-3 Year Treasury Bo 0.33% 7,714 $637K Add +17.3%
VTI VG Morningstar TS MKT ETF-US 0.32% 1,941 $623K Add +16.6%
NOW ServiceNow Inc. 0.31% 5,795 $606K Reduce -2.7%
PANW Palo Alto Networks Inc. 0.31% 3,772 $605K Add +2.0%
IDXX Idexx Laboratories Inc. 0.31% 1,075 $604K Reduce -26.6%
NBIX Neurocrine Biosciences Inc. 0.31% 4,585 $604K Add +5.8%
VXF Vanguard Extended Market ETF 0.31% 2,922 $601K Add +12.2%
BLV Vanguard Long-Term Bond ETF 0.31% 8,684 $597K Add +12.2%
CPAY Corpay Inc. 0.30% 2,024 $589K Add +15.1%
IQLT iShares MSCI International Q 0.30% 12,581 $582K Add +17.3%
VYMI Vanguard Int High DVD YLD Inc. 0.30% 6,130 $578K New
HGTY Hagerty Inc. Class A 0.30% 54,765 $577K Reduce -0.4%
IWV iShares Russell 3000 ETF 0.29% 1,515 $562K Add +5.0%
ELS Equity Lifestyle Properties 0.29% 8,935 $558K No change
PICB Invesco International Corpor 0.28% 23,543 $544K New
IJR iShares Core S&P Small-Cap E 0.28% 4,368 $543K New
TSM Taiwan Semiconductor-SP ADR 0.28% 1,584 $535K Reduce -13.4%
TIPX SS SPDR BB 1-10YR Tips ETF 0.27% 27,468 $527K New
GIGB Goldman Sachs Inv GRD Corp. 0.26% 11,145 $510K Add +9.9%
USFR Wisdomtree Floating Rate Tre 0.26% 10,091 $508K New
PEP Pepsico Inc. 0.26% 3,215 $499K Add +24.4%
BNDX Vanguard Total Intl Bond ETF 0.26% 10,359 $498K Add +20.4%
VEEV Veeva Systems Inc. Class A 0.25% 2,758 $484K Reduce -25.4%
EUFN iShares MSCI Europe Financia 0.25% 13,860 $483K Add +12.6%
AXON Axon Enterprise Inc. 0.24% 1,082 $460K Reduce -0.9%
VRTX Vertex Pharmaceuticals Inc. 0.23% 1,015 $453K Add +2.5%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.23% 4,154 $453K Add +22.2%
EEM iShares MSCI Emerging Market 0.23% 7,815 $444K Add +26.1%
XLRE SS Real Estate Select Sector 0.23% 10,738 $438K New
INTU Intuit Inc. 0.21% 952 $412K Add +1.1%
BRK.B Berkshire Hathaway Inc. Class B 0.21% 852 $408K Add +1.3%
AXP American Express Co. 0.21% 1,343 $406K No change
XLE SS Energy Select Sector 0.20% 6,252 $383K New
WMS Advanced Drainage Systems Inc. 0.20% 2,750 $377K New
FXF Invesco Currencyshares Swiss 0.19% 3,387 $374K Add +16.7%
DHS Wisdomtree US High Dividend 0.19% 3,416 $373K Add +8.2%
CEW Wisdomtree Emerging Currency 0.19% 19,644 $373K Add +17.2%
EMB iShares JP Morgan Usd Emergi 0.18% 3,778 $355K Add +7.6%
KNGZ FT - S&P 500 DVD Aristocrats 0.18% 9,601 $346K Add +8.7%
ABNB Airbnb Inc. Class A 0.18% 2,726 $344K New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.18% 257 $339K Add +13.7%
CII BlackRock Enhan LRG Cap Core 0.17% 16,023 $337K Add +16.2%
V Visa Inc. Class A 0.17% 1,097 $332K Reduce -12.7%
UAL United Airlines Holdings Inc. 0.17% 3,600 $331K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.17% 4,105 $327K Add +8.6%
SHEL Shell PLC-ADR 0.17% 3,486 $324K Reduce -49.4%
ICVT iShares Convertible Bond ETF 0.17% 3,184 $324K Add +8.7%
VCIT Vanguard Int-Term Corporate 0.16% 3,849 $319K Add +18.3%
PSA Public Storage 0.16% 1,152 $312K Add +2.7%
HSY The Hershey Co. 0.16% 1,450 $301K New
SPOT Spotify Technology SA 0.15% 614 $298K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.15% 5,955 $290K Reduce -12.2%
AZN Astrazeneca PLC 0.15% 1,427 $281K Add +11.9%
JEPI JPMorgan Equity Premium Inco 0.14% 4,937 $280K Add +10.5%
ABBV Abbvie Inc. 0.14% 1,276 $278K Add +21.6%
ORCL Oracle Corp. 0.14% 1,857 $273K Add +8.8%
MPWR Monolithic Power Systems Inc. 0.14% 249 $272K Add +11.2%
EWJ iShares MSCI Japan ETF 0.13% 2,925 $247K Add +14.7%
HD Home Depot Inc. 0.13% 736 $242K Add +5.0%
HEDJ Wisdomtree Europe Hedged Equ 0.12% 4,425 $231K Add +14.2%
WMT Walmart Inc. 0.11% 1,772 $220K New
BUD Anheuser-Busch Inbev-SPN ADR 0.11% 3,150 $219K New
COST Costco Wholesale Corp. 0.11% 215 $214K New
CAT Caterpillar Inc. 0.11% 300 $213K New
VXUS Vanguard Total Intl Stock 0.11% 2,697 $208K New
DE Deere & Co. 0.11% 363 $204K New
SCHD Schwab US DVD Equity ETF 0.11% 6,653 $204K Reduce -84.3%
NOK Nokia Corp.-Spon ADR 0.08% 19,165 $154K Add +20.2%
BDN Brandywine Realty Trust 0.02% 17,050 $46K Reduce -4.7%

Options reported separately and not counted above: SHW calls ($513K), MSFT calls ($407K).

Portfolio Sells Q4 2025 → Q1 2026
IEF iShares 7-10 Year Treasury B Reduce -60.1% 0.68% −1.04
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.69
CTRA Coterra Energy Inc. Sold out 0.00% −0.58
PH Parker Hannifin Corp. Reduce -29.4% 1.43% −0.57
SCHD Schwab US DVD Equity ETF Reduce -84.3% 0.11% −0.50
WDAY Workday Inc. Class A Sold out 0.00% −0.44
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -58.1% 0.34% −0.42
TYL Tyler Technologies Inc. Sold out 0.00% −0.37
GOOGL Alphabet Inc. Class A Reduce -1.5% 3.07% −0.34
AMZN Amazon.com Inc. Reduce -22.4% 0.72% −0.31
PEN Penumbra Inc. Sold out 0.00% −0.30
XLV SS Health Care Select Sector Reduce -41.3% 0.36% −0.29
CRM Salesforce Inc. Sold out 0.00% −0.28
IUSV iShares Core S&P U.S. Value Reduce -13.9% 1.36% −0.23
IDXX Idexx Laboratories Inc. Reduce -26.6% 0.31% −0.20
WFC Wells Fargo & Co. Reduce -3.9% 0.83% −0.19
SPY SS SPDR S&P 500 ETF Trust-US Reduce -27.7% 0.41% −0.19
VEEV Veeva Systems Inc. Class A Reduce -25.4% 0.25% −0.18
ATO Atmos Energy Corp. Reduce -29.1% 0.61% −0.18
NOW ServiceNow Inc. Reduce -2.7% 0.31% −0.16
SHV iShares 0-1 Year Treasury Bo Sold out 0.00% −0.15
TEAM Atlassian Corp. Class A Sold out 0.00% −0.11
BNY Bank of New York Mellon Corp. Sold out 0.00% −0.11
MELI MercadoLibre Inc. Sold out 0.00% −0.11
SHEL Shell PLC-ADR Reduce -49.4% 0.17% −0.10
HGTY Hagerty Inc. Class A Reduce -0.4% 0.30% −0.09
AXON Axon Enterprise Inc. Reduce -0.9% 0.24% −0.08
AIG American International Group Reduce -0.1% 0.58% −0.08
QQQ Invesco QQQ Trust Series 1 Reduce -2.9% 0.62% −0.06
V Visa Inc. Class A Reduce -12.7% 0.17% −0.06
BAC Bank of America Corp. Reduce -12.2% 0.15% −0.04
TSM Taiwan Semiconductor-SP ADR Reduce -13.4% 0.28% −0.01
BDN Brandywine Realty Trust Reduce -4.7% 0.02% −0.00
MCHP Microchip Technology Inc. Reduce -0.4% 0.61% +0.00
NFLX Netflix Inc. Reduce -0.6% 0.56% +0.01
MUFG Mitsubishi Ufj Finl-Spon ADR Reduce -3.3% 0.87% +0.02
AMGN Amgen Inc. Reduce -0.7% 0.92% +0.05
OSK Oshkosh Corp. Reduce -0.3% 0.53% +0.07
TDY Teledyne Technologies Inc. Reduce -0.3% 0.70% +0.10
CTVA Corteva Inc. Reduce -7.0% 1.29% +0.17

Portfolio Buys Q4 2025 → Q1 2026
SGOV iShares 0-3 Month Treasury B Add +138.5% 3.53% +2.04
VOO Vanguard S&P 500 ETF Add +354.5% 1.02% +0.79
CVX Chevron Corp. New 0.75% +0.75
MSI Motorola Solutions Inc. New 0.70% +0.70
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.56% +0.56
MKC McCormick & Co.-Non VTG SHRS New 0.44% +0.44
GEV GE Vernova Inc. New 0.43% +0.43
GNRC Generac Holdings Inc. New 0.37% +0.37
IVW iShares S&P 500 Growth ETF Add +36.2% 1.80% +0.35
VYMI Vanguard Int High DVD YLD Inc. New 0.30% +0.30
PICB Invesco International Corpor New 0.28% +0.28
IJR iShares Core S&P Small-Cap E New 0.28% +0.28
TIPX SS SPDR BB 1-10YR Tips ETF New 0.27% +0.27
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +83.3% 0.59% +0.27
USFR Wisdomtree Floating Rate Tre New 0.26% +0.26
IEMG iShares Core MSCI Emerging Add +85.0% 0.52% +0.25
BNDW Vanguard Total World Bond Et Add +140.5% 0.40% +0.23
XLRE SS Real Estate Select Sector New 0.23% +0.23
LLY Eli Lilly & Co. Add +261.7% 0.33% +0.22
XLE SS Energy Select Sector New 0.20% +0.20
WMS Advanced Drainage Systems Inc. New 0.20% +0.20
ABNB Airbnb Inc. Class A New 0.18% +0.18
WCC Wesco International Inc. Add +38.7% 0.48% +0.17
HSY The Hershey Co. New 0.16% +0.16
EW Edwards Lifesciences Corp. Add +49.5% 0.42% +0.12
AVGO Broadcom Inc. Add +65.3% 0.37% +0.12
WMT Walmart Inc. New 0.11% +0.11
BUD Anheuser-Busch Inbev-SPN ADR New 0.11% +0.11
COST Costco Wholesale Corp. New 0.11% +0.11
CAT Caterpillar Inc. New 0.11% +0.11
VXUS Vanguard Total Intl Stock New 0.11% +0.11
DE Deere & Co. New 0.11% +0.11
IAU iShares Gold Trust Add +20.4% 0.44% +0.10
VIOO Vanguard S&P Small-Cap 600 E Add +10.2% 0.81% +0.10
MRVL Marvell Technology Inc. Add +6.3% 0.50% +0.09
SOXX iShares Semiconductor ETF Add +10.4% 0.56% +0.09
VZ Verizon Communications Inc. Add +4.3% 0.41% +0.09
IVE iShares S&P 500 Value ETF Add +8.7% 1.19% +0.09
AAAU Goldman Sachs Physical Gold Add +14.7% 0.37% +0.07
KO The Coca-Cola Co. Add +1.1% 0.80% +0.07
PMMF Ishrs Prime MMKT ETF Add +5.7% 1.30% +0.07
PEP Pepsico Inc. Add +24.4% 0.26% +0.07
MRK Merck & Co. Inc. Add +1.3% 0.48% +0.06
AGG iShares Core U.S. Aggregate Add +15.9% 0.49% +0.06
SMH Vaneck Semiconductor ETF Add +8.0% 0.50% +0.06
AAPL Apple Inc. Add +12.2% 1.55% +0.06
VTIP Vanguard Short-Term Tips Add +19.8% 0.36% +0.06
IEFA iShares Core MSCI Eafe ETF Add +17.0% 0.40% +0.06
EEM iShares MSCI Emerging Market Add +26.1% 0.23% +0.05
ASML ASML Holding NV-NY Reg SHS Add +13.7% 0.18% +0.05

Options Activity Q4 2025 → Q1 2026
SHW The Sherwin-Williams Co. call Reduce -48.4% 1,600 $513K
PEP Pepsico Inc. call Sold out 2,100 $301Kbefore exit

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