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17 Capital Partners, LLC

CIK:0001727407
Investment Adviser
$156M AUM
143 holdings
Phoenix, AZ, United States
Founded:2017
2 employees
Latest filing:Jun 30, 2025

17 Capital Partners, LLC is a registered investment adviser headquartered in Phoenix, Arizona. The firm provides investment management services primarily to high net worth individuals, regular individuals, and some pension and profit sharing plans. As of 2025, the firm manages over $155 million in regulatory assets under management and reports a very small team, with 2-3 employees. The company was incorporated in Delaware and serves primarily clients in the United States.

Investment Strategy

17 Capital Partners, LLC implements a discretionary investment management approach, focusing primarily on equity securities for its clients, including high net worth individuals and some retirement plans. The firm creates diversified portfolios, typically composed of U.S. large-cap equities and growth stocks, reflecting holdings across technology, financial, and industrial sectors. Their filings reflect dynamic portfolio activity, including adding new positions, increasing allocations to existing holdings, and selling out of others, implying an active, research-driven approach aimed at maximizing risk-adjusted returns for clients. The investment philosophy centers on identifying high-quality companies with growth potential and maintaining a flexible allocation strategy responsive to market conditions.

Top Buys
M
METAMETA PLATFORMS INC
+$7.2M
I
IEFISHARES TR
+$2.8M
U
UBERUBER TECHNOLOGIES INC
+$2.0M
V
VDCVANGUARD WORLD FD
+$1.3M
X
XLUSELECT SECTOR SPDR TR
+$1.3M
Top Sells
V
VOOVANGUARD INDEX FDS
-$1.8M
X
XYLXYLEM INC
-$1.5M
V
VOVANGUARD INDEX FDS
-$1.3M
Q
QQQINVESCO QQQ TR
-$1.1M
V
VYMIVANGUARD WHITEHALL FDS
-$784.3K

Top Holdings

M
METAMETA PLATFORMS INC
+18.8%$32.5M
M
MSFTMICROSOFT CORP
+2.5%$4.4M
G
GOOGLALPHABET INC
+2.2%$3.8M
I
IVWISHARES TR
+1.9%$3.3M
P
PHPARKER-HANNIFIN CORP
+1.8%$3.1M

Equity Positions (143)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
META
META PLATFORMS INC18.77%$32.5M44,057$355.59$738.09+$7.2M
M
MSFT
MICROSOFT CORP2.52%$4.4M8,774$383.40$497.41+$928.6K
G
GOOGL
ALPHABET INC2.19%$3.8M21,507$143.43$176.23+$445.0K
I
IVW
ISHARES TR1.91%$3.3M30,125$81.13$110.10-$321.6K
P
PH
PARKER-HANNIFIN CORP1.76%$3.1M4,373$460.70$698.47+$113.6K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+23.4%
SERVICES-PREPACKAGED SOFTWARE
+8.5%
NATIONAL COMMERCIAL BANKS
+3.9%
SERVICES-BUSINESS SERVICES, NEC
+3.8%
SEMICONDUCTORS & RELATED DEVICES
+3.1%