MondegarAI
17 CAPITAL PARTNERS, LLC

Q3 2025 · 13F-HR

17 CAPITAL PARTNERS, LLCholdings as filed

Filed 2025-11-14 · accession 0001727407-25-000006

$183.8M
Reported value
145
Positions
2025-09-30
Period end
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The Brief · 17 CAPITAL PARTNERS, LLC · Q3 2025

AI · grounded in 13F

17 CAPITAL PARTNERS, LLC established a new position in META valued at $32.38M. The fund also initiated new stakes in GOOGL for $5.2M and MSFT for $4.55M. Additional new positions include IVW at $3.73M and PH at $3.32M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$32.4M17.6%44,092CommonNONE
02079K305GOOGLALPHABET INC$5.2M2.83%21,377CommonNONE
594918104MSFTMICROSOFT CORP$4.5M2.47%8,803CommonNONE
464287309IVWISHARES TR$3.7M2.03%30,860CommonNONE
701094104PHPARKER-HANNIFIN CORP$3.3M1.80%4,373CommonNONE
464287663IUSVISHARES TR$3.0M1.61%29,590CommonNONE
464287440IEFISHARES TR$2.8M1.51%28,799CommonNONE
02079K107GOOGALPHABET INC$2.7M1.48%11,144CommonNONE
64110L106NFLXNETFLIX INC$2.5M1.36%2,088CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.5M1.35%25,393CommonNONE
67066G104NVDANVIDIA CORPORATION$2.3M1.23%12,086CommonNONE
22052L104CTVACORTEVA INC$2.2M1.21%32,789CommonNONE
14040H105COFCAPITAL ONE FINL CORP$2.2M1.20%10,409CommonNONE
464287408IVEISHARES TR$2.2M1.18%10,464CommonNONE
037833100AAPLAPPLE INC$2.2M1.17%8,474CommonNONE
023135106AMZNAMAZON COM INC$1.9M1.05%8,778CommonNONE
835699307SONYSONY GROUP CORP$1.9M1.04%66,110CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$1.9M1.03%3,013CommonNONE
464287614IWFISHARES TR$1.8M1.00%3,911CommonNONE
464287200IVVISHARES TR$1.8M0.99%2,713CommonNONE
464287622IWBISHARES TR$1.7M0.95%4,758CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.7M0.94%3,516CommonNONE
526057104LENLENNAR CORP$1.7M0.92%13,434CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.7M0.91%4,918CommonNONE
278865100ECLECOLAB INC$1.6M0.89%5,965CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1.6M0.89%102,245CommonNONE
46090E103QQQINVESCO QQQ TR$1.6M0.88%2,700CommonNONE
747525103QCOMQUALCOMM INC$1.6M0.85%9,396CommonNONE
049560105ATOATMOS ENERGY CORP$1.6M0.84%9,078CommonNONE
031162100AMGNAMGEN INC$1.4M0.78%5,092CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$1.4M0.77%32,750CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.4M0.76%15,922CommonNONE
749685103RPMRPM INTL INC$1.4M0.75%11,650CommonNONE
09260D107BXBLACKSTONE INC$1.3M0.73%7,901CommonNONE
00724F101ADBEADOBE INC$1.3M0.73%3,822CommonNONE
191216100KOCOCA COLA CO$1.3M0.73%20,200CommonNONE
052769106ADSKAUTODESK INC$1.3M0.72%4,175CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.3M0.72%2,260CommonNONE
92204A207VDCVANGUARD WORLD FD$1.3M0.72%6,177CommonNONE
902973304USBUS BANCORP DEL$1.3M0.72%27,207CommonNONE
871607107SNPSSYNOPSYS INC$1.3M0.71%2,660CommonNONE
00214Q401ARKWARK ETF TR$1.3M0.71%7,510CommonNONE
92204A405VFHVANGUARD WORLD FD$1.3M0.70%9,775CommonNONE
464287655IWMISHARES TR$1.3M0.70%5,294CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.3M0.69%46,435CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.3M0.68%1,747CommonNONE
92204A702VGTVANGUARD WORLD FD$1.2M0.67%1,660CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.2M0.66%6,052CommonNONE
026874784AIGAMERICAN INTL GROUP INC$1.2M0.64%14,994CommonNONE
46436E718SGOVISHARES TR$1.2M0.64%11,665CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.2M0.64%18,210CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.1M0.62%13,669CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.1M0.62%8,201CommonNONE
824348106SHWSHERWIN WILLIAMS CO$1.1M0.62%3,263CommonNONE
78464A102XNTKSPDR SERIES TRUST$1.1M0.61%4,123CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.61%1,964CommonNONE
922475108VEEVVEEVA SYS INC$1.1M0.60%3,698CommonNONE
81762P102NOWSERVICENOW INC$1.1M0.60%1,196CommonNONE
872590104TMUST-MOBILE US INC$1.1M0.59%4,560CommonNONE
235851102DHRDANAHER CORPORATION$1.1M0.59%5,492CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.1M0.59%7,083CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.0M0.55%3,710CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.0M0.55%6,217CommonNONE
127097103CTRACOTERRA ENERGY INC$993,2760.54%41,999CommonNONE
70975L107PENPENUMBRA INC$978,3220.53%3,862CommonNONE
98389B100XELXCEL ENERGY INC$961,5900.52%11,923CommonNONE
98138H101WDAYWORKDAY INC$960,2720.52%3,989CommonNONE
H01301128ALCALCON AG$953,3550.52%12,795CommonNONE
45168D104IDXXIDEXX LABS INC$941,0850.51%1,473CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$940,4420.51%21,398CommonNONE
548661107LOWLOWES COS INC$928,0880.50%3,693CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$922,3140.50%8,349CommonNONE
229899109CFRCULLEN FROST BANKERS INC$901,3350.49%7,110CommonNONE
688239201OSKOSHKOSH CORP$900,5070.49%6,943CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$895,7510.49%3,178CommonNONE
G5960L103MDTMEDTRONIC PLC$885,1610.48%9,294CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$852,8590.46%12,560CommonNONE
06368B504FNGSBANK MONTREAL MEDIUM$849,9070.46%12,145CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$846,9690.46%15,784CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$843,2130.46%6,058CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$836,0980.45%1,705CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$829,3940.45%1,245CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$821,1140.45%1,836CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$815,0830.44%1,558CommonNONE
697435105PANWPALO ALTO NETWORKS INC$788,8240.43%3,874CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$788,4550.43%6,052CommonNONE
89151E109TTENTOTALENERGIES SE$759,9130.41%12,731CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$745,2810.41%8,865CommonNONE
461202103INTUINTUIT$704,7630.38%1,032CommonNONE
405166109HGTYHAGERTY INC$662,2000.36%55,000CommonNONE
922908769VTIVANGUARD INDEX FDS$651,7460.35%1,986CommonNONE
58933Y105MRKMERCK & CO INC$640,8060.35%7,635CommonNONE
464287689IWVISHARES TR$610,4720.33%1,611CommonNONE
92189F676SMHVANECK ETF TRUST$574,7200.31%1,761CommonNONE
464287523SOXXISHARES TR$573,9610.31%2,117CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$573,3970.31%9,595CommonNONE
464288679SHVISHARES TR$566,1510.31%5,124CommonNONE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$543,6290.30%8,956CommonNONE
79466L302CRMSALESFORCE INC$541,7820.29%2,286CommonNONE
922908652VXFVANGUARD INDEX FDS$530,0490.29%2,532CommonNONE
337738108FISVFISERV INC$523,3270.28%4,059CommonNONE
219948106CPAYCORPAY INC$521,6770.28%1,811CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$507,7490.28%1,818CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$500,4550.27%3,565CommonNONE
22160N109CSGPCOSTAR GROUP INC$499,5550.27%5,921CommonNONE
68389X105ORCLORACLE CORP$477,2640.26%1,697CommonNONE
025816109AXPAMERICAN EXPRESS CO$454,3950.25%1,368CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$447,9410.24%891CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$431,5600.23%11,012CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$428,5720.23%614CommonNONE
92826C839VVISA INC$423,9940.23%1,242CommonNONE
464289180EUFNISHARES TR$422,7250.23%12,310CommonNONE
11135F101AVGOBROADCOM INC$420,6350.23%1,275CommonNONE
922908363VOOVANGUARD INDEX FDS$405,3960.22%662CommonNONE
46434V613IUSBISHARES TR$396,1480.22%8,481CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$387,7240.21%990CommonNONE
713448108PEPPEPSICO INC$355,0320.19%2,528CommonNONE
060505104BACBANK AMERICA CORP$354,7840.19%6,877CommonNONE
910047109UALUNITED AIRLS HLDGS INC$347,4000.19%3,600CommonNONE
464287234EEMISHARES TR$343,0950.19%6,425CommonNONE
21036P108STZCONSTELLATION BRANDS INC$327,1130.18%2,429CommonNONE
437076102HDHOME DEPOT INC$325,7730.18%804CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$324,0900.18%1,122CommonNONE
464288281EMBISHARES TR$320,2190.17%3,364CommonNONE
58733R102MELIMERCADOLIBRE INC$303,8020.17%130CommonNONE
921937793BLVVANGUARD BD INDEX FDS$294,0280.16%4,150CommonNONE
381430479GIGBGOLDMAN SACHS ETF TR$293,4460.16%6,285CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$288,9180.16%3,435CommonNONE
46435G102ICVTISHARES TR$276,6380.15%2,765CommonNONE
09256A109CIIBLACKROCK ENHANCED LARGE CAP$274,1140.15%11,918CommonNONE
97717W208DHSWISDOMTREE TR$264,1670.14%2,622CommonNONE
464288513HYGISHARES TR$260,1330.14%3,204CommonNONE
464287481IWPISHARES TR$254,9140.14%1,790CommonNONE
33738R738KNGZFIRST TR EXCHANGE TRADED FD$250,5270.14%6,996CommonNONE
00287Y109ABBVABBVIE INC$249,6000.14%1,078CommonNONE
N07059210ASMLASML HOLDING N V$247,8310.13%256CommonNONE
780259305SHELSHELL PLC$246,5230.13%3,435CommonNONE
464288687PFFISHARES TR$236,7390.13%7,487CommonNONE
316092386FCPIFIDELITY COVINGTON TRUST$235,9910.13%4,710CommonNONE
92206C565BNDWVANGUARD SCOTTSDALE FDS$221,3910.12%3,178CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$219,7430.12%8,547CommonNONE
049468101TEAMATLASSIAN CORPORATION$213,2000.12%1,335CommonNONE
46434G822EWJISHARES INC$206,7810.11%2,578CommonNONE
046353108AZNNASTRAZENECA PLC$200,2390.11%2,610CommonNONE
105368203BDNBRANDYWINE RLTY TR$135,2290.07%32,429CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.