17 CAPITAL PARTNERS, LLC

Q3 2025 13F-HR Holdings

Location
Pheonix, AZ
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
145
Total value ($000)
$183,815
Net value change ($000)
+10,538 (6.1%)
New positions
7
Sold out positions
5
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQ 1,621 NEW
GOOGL 1,407 37.1%
SNPS 1,312 NEW
TTE 760 NEW
GOOGL 737 37.3%
AAPL 444 25.9%
IVW 408 12.3%
NVDA 364 19.2%
IDXX 327 53.3%
ARKW 326 33.1%
Top Reduces (Value $000, Stocks/ETFs)
AKX -1,577 -100.0%
FISV -714 -57.7%
TTD -347 -100.0%
NFLX -336 -11.8%
ISRG -288 -26.0%
ALC -249 -20.7%
CTVA -223 -9.1%
IWR -209 -100.0%
COST -209 -100.0%
HDB -207 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type