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CIK: 0001727407
Total reported value
$221.9M
$221.9M
131 檔
17.4%
At the close of Q3 2024, 17 Capital Partners, LLC disclosed equity holdings valued at approximately $221.9M, spread across 131 reported holdings.
During Q3 2024, 17 Capital Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 16.36% | -1.81% | +0.06% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | -0.28% | +14.52% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.17% | +0.24% | +2.31% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.16% | +0.16% | +4.17% | |
| 5 | PH | Parker Hannifin CORP | Stock-Industrials | 1.99% | -0.06% | — | |
| 6 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.80% | -0.05% | — | |
| 7 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.65% | -0.07% | — | |
| 8 | ADBE | Adobe Inc | Stock-Tech | 1.40% | -0.13% | — | |
| 9 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.36% | -0.05% | +5.67% | |
| 10 | CTVA | Corteva Inc | Stock-Materials | 1.32% | -0.15% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.29% | -0.04% | +10.54% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.02% | +1.55% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.19% | -0.10% | — | |
| 14 | MLM | Martin Marietta Materials | Stock-Materials | 1.18% | -0.13% | -6.55% | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 1.15% | +0.16% | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.06% | +5.98% | |
| 17 | XYL | Xylem Inc | Stock-Industrials | 1.12% | — | — | |
| 18 | COF | Capital One Financial CORP | Stock-Financials | 1.11% | -0.04% | -6.08% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.11% | -0.09% | — | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.11% | -0.53% | EXIT | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 1.10% | -0.07% | — | |
| 22 | AKX | Ansys Inc | Stock-Other | 1.07% | — | — | |
| 23 | MCHP | Microchip Technology Inc | Stock-Tech | 1.06% | +0.15% | — | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.04% | -0.05% | — | |
| 25 | RPM | Rpm International Inc | Stock-Materials | 1.02% | -0.02% | — | |
| 26 | ALC | Alcon Inc. | Stock-Healthcare | 0.99% | -0.11% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.03% | -5.66% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.02% | +4.67% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.97% | +0.05% | +13.31% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | -0.03% | -6.06% | |
| 31 | USB | US Bancorp | Stock-Financials | 0.94% | +0.01% | — | |
| 32 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.93% | -0.10% | — | |
| 33 | ATO | Atmos Energy CORP | Stock-Utilities | 0.93% | -0.61% | EXIT | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.92% | -0.06% | +0.06% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.89% | -0.10% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | -0.06% | +0.05% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.88% | -0.08% | — | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.88% | -0.09% | -1.21% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.88% | +0.06% | +4.97% | |
| 40 | FISV | Fiserv Inc | Stock-Other | 0.86% | — | +40.06% | |
| 41 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.86% | -0.06% | -0.06% | |
| 42 | AWK | American Water Works Co Inc | Stock-Utilities | 0.84% | -0.07% | — | |
| 43 | PNC | Pnc Financial Services Group | Stock-Financials | 0.81% | +0.02% | — | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.80% | — | — | |
| 45 | AIG | American International Group | Stock-Financials | 0.80% | -0.10% | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.09% | +24.98% | |
| 47 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.78% | — | — | |
| 48 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.76% | — | — | |
| 49 | XEL | Xcel Energy Inc | Stock-Utilities | 0.76% | -0.06% | -2.49% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | +0.08% | +7.91% |
According to official SEC Form 13F filings, 17 Capital Partners, LLC reported a total U.S. public equity portfolio value of $221.9M across 131 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including META, MSFT, IVW) accounted for 17.4% of total reported equity market value during Q3 2024.
During Q3 2024, 17 Capital Partners, LLC's top holdings by market value included META (16.4%)、MSFT (2.5%)、IVW (2.2%). The largest single position, META, represented 16.4% of total portfolio value.
In Q3 2024, 17 Capital Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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