MondegarAI
17 CAPITAL PARTNERS, LLC

Q4 2025 · 13F-HR

17 CAPITAL PARTNERS, LLCholdings as filed

Filed 2026-02-13 · accession 0001727407-26-000002

$194.0M
Reported value
161
Positions
2025-12-31
Period end
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The Brief · 17 CAPITAL PARTNERS, LLC · Q4 2025

AI · grounded in 13F

17 CAPITAL PARTNERS, LLC established a new position in PMMF valued at $2.37M. The fund also opened a new position in RDVY for $1.92M and increased its holdings in SGOV by 143.37%. On the sell side, the fund closed its positions in VDC and FNGS, reducing its exposure by $1.32M and $849,907 respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$29.1M15.0%44,036CommonSOLE
02079K305GOOGLALPHABET INC$6.6M3.38%20,961CommonSOLE
594918104MSFTMICROSOFT CORP$5.0M2.60%10,433CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.8M1.98%4,373CommonSOLE
02079K107GOOGALPHABET INC$3.5M1.80%11,106CommonSOLE
464287440IEFISHARES TR$3.3M1.71%34,459CommonSOLE
464287663IUSVISHARES TR$3.1M1.58%29,816CommonSOLE
037833100AAPLAPPLE INC$2.9M1.47%10,511CommonSOLE
46436E718SGOVISHARES TR$2.8M1.47%28,389CommonSOLE
464287309IVWISHARES TR$2.8M1.43%22,526CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.5M1.30%10,413CommonSOLE
09290C756PMMFBLACKROCK ETF TRUST$2.4M1.22%23,672CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.4M1.22%12,687CommonSOLE
22052L104CTVACORTEVA INC$2.2M1.11%32,152CommonSOLE
464287408IVEISHARES TR$2.1M1.10%10,056CommonSOLE
023135106AMZNAMAZON COM INC$2.0M1.02%8,586CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.0M1.01%21,023CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$1.9M0.99%27,651CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.9M0.97%3,013CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.7M0.89%3,516CommonSOLE
835699307SONYSONY GROUP CORP$1.7M0.87%66,110CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.7M0.86%20,485CommonSOLE
031162100AMGNAMGEN INC$1.7M0.86%5,075CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.7M0.85%4,918CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1.6M0.84%102,245CommonSOLE
464287622IWBISHARES TR$1.6M0.83%4,335CommonSOLE
747525103QCOMQUALCOMM INC$1.6M0.82%9,289CommonSOLE
278865100ECLECOLAB INC$1.6M0.81%5,965CommonSOLE
049560105ATOATMOS ENERGY CORP$1.5M0.78%9,056CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.5M0.77%6,988CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$1.5M0.75%32,283CommonSOLE
902973304USBUS BANCORP DEL$1.5M0.75%27,207CommonSOLE
191216100KOCOCA COLA CO$1.4M0.72%20,064CommonSOLE
526057104LENLENNAR CORP$1.4M0.71%13,434CommonSOLE
464287655IWMISHARES TR$1.4M0.71%5,569CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$1.4M0.71%12,328CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.4M0.70%10,206CommonSOLE
00724F101ADBEADOBE INC$1.3M0.69%3,833CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.3M0.68%30,970CommonSOLE
46090E103QQQINVESCO QQQ TR$1.3M0.67%2,123CommonSOLE
464287200IVVISHARES TR$1.3M0.67%1,903CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.3M0.66%14,975CommonSOLE
464287614IWFISHARES TR$1.3M0.65%2,671CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.3M0.65%6,052CommonSOLE
235851102DHRDANAHER CORPORATION$1.3M0.65%5,476CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.3M0.64%8,076CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.2M0.64%1,654CommonSOLE
052769106ADSKAUTODESK INC$1.2M0.64%4,175CommonSOLE
316092352FBCGFIDELITY COVINGTON TRUST$1.2M0.63%22,359CommonSOLE
09260D107BXBLACKSTONE INC$1.2M0.63%7,901CommonSOLE
871607107SNPSSYNOPSYS INC$1.2M0.63%2,590CommonSOLE
749685103RPMRPM INTL INC$1.2M0.62%11,650CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.2M0.60%18,210CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.2M0.60%42,238CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.2M0.59%2,257CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.1M0.59%1,669CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.58%1,972CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.1M0.57%41,999CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.1M0.55%3,291CommonSOLE
64110L106NFLXNETFLIX INC$1.1M0.54%11,275CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$1.0M0.54%7,850CommonSOLE
00214Q401ARKWARK ETF TR$1.0M0.53%6,923CommonSOLE
98389B100XELXCEL ENERGY INC$1.0M0.52%13,727CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.0M0.52%7,066CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.0M0.52%3,100CALLSOLE
H01301128ALCALCON AG$1.0M0.52%12,745CommonSOLE
45168D104IDXXIDEXX LABS INC$991,1160.51%1,465CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$986,5990.51%1,742CommonSOLE
009158106APDAIR PRODS & CHEMS INC$968,0710.50%3,919CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$949,4820.49%6,595CommonSOLE
81762P102NOWSERVICENOW INC$912,2460.47%5,955CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$900,3390.46%7,110CommonSOLE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$900,2620.46%13,210CommonSOLE
464287523SOXXISHARES TR$898,3300.46%2,983CommonSOLE
G5960L103MDTMEDTRONIC PLC$891,9170.46%9,285CommonSOLE
548661107LOWLOWES COS INC$890,6040.46%3,693CommonSOLE
78464A102XNTKSPDR SERIES TRUST$890,0500.46%3,203CommonSOLE
872590104TMUST-MOBILE US INC$887,8940.46%4,373CommonSOLE
688239201OSKOSHKOSH CORP$870,9930.45%6,933CommonSOLE
98138H101WDAYWORKDAY INC$851,3880.44%3,964CommonSOLE
92189F676SMHVANECK ETF TRUST$836,9420.43%2,324CommonSOLE
F92124100TTETOTALENERGIES SE$834,6280.43%12,758CommonSOLE
922475108VEEVVEEVA SYS INC$825,5050.43%3,698CommonSOLE
464287226AGGISHARES TR$820,8140.42%8,218CommonSOLE
58933Y105MRKMERCK & CO INC$800,3970.41%7,604CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$799,2360.41%1,705CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$787,5680.41%6,035CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$784,3650.40%9,230CommonSOLE
405166109HGTYHAGERTY INC$739,2000.38%55,000CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$702,7150.36%1,548CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$680,9870.35%3,697CommonSOLE
46432F842IEFAISHARES TR$651,8950.34%7,287CommonSOLE
464285204IAUISHARES GOLD TR$645,6260.33%7,954CommonSOLE
46434V613IUSBISHARES TR$630,9890.33%13,558CommonSOLE
461202103INTUINTUIT$624,0000.32%942CommonSOLE
05464C101AXONAXON ENTERPRISE INC$620,1800.32%1,092CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$614,8330.32%4,335CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$609,8910.31%14,974CommonSOLE
95082P105WCCWESCO INTL INC$600,5910.31%2,455CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$589,6490.30%10,040CommonSOLE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$579,3610.30%13,616CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$578,9290.30%11,705CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$572,1130.29%6,711CommonSOLE
70975L107PENPENUMBRA INC$569,5870.29%1,832CommonSOLE
464287689IWVISHARES TR$558,2250.29%1,443CommonSOLE
922908769VTIVANGUARD INDEX FDS$557,8890.29%1,664CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$555,8150.29%1,829CommonSOLE
46429B697USMVISHARES TR$546,7870.28%5,807CommonSOLE
464287457SHYISHARES TR$544,8730.28%6,579CommonSOLE
922908652VXFVANGUARD INDEX FDS$544,5480.28%2,604CommonSOLE
79466L302CRMSALESFORCE INC$543,8600.28%2,053CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$541,5500.28%8,935CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$538,2240.28%7,742CommonSOLE
594918104MSFTMICROSOFT CORP$531,9820.27%1,100CALLSOLE
219948106CPAYCORPAY INC$529,3360.27%1,759CommonSOLE
46434G103IEMGISHARES INC$528,3490.27%7,860CommonSOLE
780259305SHELSHELL PLC$505,9830.26%6,886CommonSOLE
025816109AXPAMERICAN EXPRESS CO$496,8430.26%1,343CommonSOLE
46434V456IQLTISHARES TR$487,5420.25%10,727CommonSOLE
11135F101AVGOBROADCOM INC$482,1170.25%1,393CommonSOLE
381430479GIGBGOLDMAN SACHS ETF TR$468,9750.24%10,140CommonSOLE
464289180EUFNISHARES TR$456,5780.24%12,310CommonSOLE
922908363VOOVANGUARD INDEX FDS$456,5510.24%728CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$448,8260.23%990CommonSOLE
92826C839VVISA INC$440,8420.23%1,257CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$422,7290.22%841CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$415,7940.21%8,605CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$402,5520.21%3,600CommonSOLE
464287242LQDISHARES TR$374,6460.19%3,400CommonSOLE
060505104BACBANK AMERICA CORP$372,9000.19%6,780CommonSOLE
713448108PEPPEPSICO INC$370,8560.19%2,584CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$356,5560.18%614CommonSOLE
464287234EEMISHARES TR$338,9280.17%6,195CommonSOLE
464288281EMBISHARES TR$337,9430.17%3,510CommonSOLE
68389X105ORCLORACLE CORP$332,7110.17%1,707CommonSOLE
46138R108FXFINVESCO CURRENCYSHARES SWISS$323,9750.17%2,903CommonSOLE
09256A109CIIBLACKROCK ENHANCED LARGE CAP$322,2960.17%13,791CommonSOLE
92206C565BNDWVANGUARD SCOTTSDALE FDS$321,4290.17%4,676CommonSOLE
97717W208DHSWISDOMTREE TR$321,3440.17%3,156CommonSOLE
97717W133CEWWISDOMTREE TR$316,7490.16%16,761CommonSOLE
33738R738KNGZFIRST TR EXCHANGE TRADED FD$316,4170.16%8,836CommonSOLE
464288513HYGISHARES TR$304,8620.16%3,781CommonSOLE
713448108PEPPEPSICO INC$301,3920.16%2,100CALLSOLE
74460D109PSAPUBLIC STORAGE OPER CO$291,1590.15%1,122CommonSOLE
46435G102ICVTISHARES TR$288,6050.15%2,930CommonSOLE
464288679SHVISHARES TR$286,7200.15%2,603CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$272,4390.14%3,253CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$255,7480.13%4,468CommonSOLE
N07059210ASMLASML HOLDING N V$241,7880.12%226CommonSOLE
437076102HDHOME DEPOT INC$241,2140.12%701CommonSOLE
00287Y109ABBVABBVIE INC$239,6860.12%1,049CommonSOLE
046353108AZNNASTRAZENECA PLC$234,5130.12%2,551CommonSOLE
049468101TEAMATLASSIAN CORPORATION$216,4570.11%1,335CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$209,7750.11%1,807CommonSOLE
532457108LLYELI LILLY & CO$207,4130.11%193CommonSOLE
46434G822EWJISHARES INC$205,8870.11%2,550CommonSOLE
97717X701HEDJWISDOMTREE TR$205,6080.11%3,875CommonSOLE
58733R102MELIMERCADOLIBRE INC$205,4550.11%102CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$203,0250.10%224CommonSOLE
654902204NOKNOKIA CORP$103,1320.05%15,940CommonSOLE
105368203BDNBRANDYWINE RLTY TR$52,2360.03%17,889CommonSOLE

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.