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Portfolio (Quarterly) Guide ↗

PARSONS CAPITAL MANAGEMENT INC/RI

· CIK 0001018674
13F Portfolio $2.2B AUM 526 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 80 New 265 Added 115 Reduced 16 Exited
Page 1 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CAT CATERPILLAR INC Industrials 38,140.0 $40.6M 1.84% -271.0 -0.7% $1064.90 -23.1%
2 AVGO BROADCOM INC Technology 52,422.0 $19.8M 0.90% -9K -14.6% $377.75 -6.1%
3 ORCL ORACLE CORP Technology 92,882.0 $13.6M 0.62% -15K -14.1% $146.55 +2.1%
4 GLD SPDR GOLD TR Financial Services 35,968.0 $13.2M 0.60% -893.0 -2.4% $368.37 +15.3%
5 XLK SELECT SECTOR SPDR TR 52,374.0 $10.0M 0.45% -288.0 -0.6% $190.52 -4.1%
6 DELL DELL TECHNOLOGIES INC Technology 20,070.0 $8.7M 0.39% -442.0 -2.1% $431.46 +8.2%
7 FORTINET INC 50,879.0 $7.8M 0.35% -9K -15.0% $153.62
8 TCAF T ROWE PRICE EXCHANGE-TRADED 151,491.0 $6.2M 0.28% -178K -54.0% $41.10 +3.9%
9 XNTK SPDR SERIES TRUST 14,585.0 $5.7M 0.26% -120.0 -0.8% $390.65 -8.9%
10 PGR PROGRESSIVE CORP Financial Services 25,455.0 $5.6M 0.25% -285.0 -1.1% $218.45 +2.0%
11 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 292,323.0 $5.5M 0.25% -28K -8.8% $18.87 +19.3%
12 GGG GRACO INC Industrials 69,883.0 $5.3M 0.24% -6K -8.0% $75.61 +5.6%
13 AMT AMERICAN TOWER CORP Real Estate 32,146.0 $5.3M 0.24% -176.0 -0.5% $163.57 +9.8%
14 VRT VERTIV HOLDINGS CO Industrials 15,282.0 $5.1M 0.23% -2K -13.1% $334.82 -21.4%
15 DHR DANAHER CORP DEL Healthcare 24,759.0 $4.7M 0.21% -1K -4.4% $190.48 +13.1%
16 UYLD ANGEL OAK FUNDS TRUST 89,596.0 $4.6M 0.21% -7K -7.7% $51.01 +0.3%
17 QUS SPDR SERIES TRUST 24,415.0 $4.6M 0.21% -3K -11.6% $186.86 +4.4%
18 AEM AGNICO EAGLE MINES LTD Basic Materials 28,504.0 $4.4M 0.20% -506.0 -1.7% $155.13 +42.6%
19 AFL AFLAC INC Financial Services 36,615.0 $4.3M 0.19% -727.0 -1.9% $117.25 -0.3%
20 SCCO SOUTHERN COPPER CORP Basic Materials 23,342.0 $4.1M 0.18% -246.0 -1.0% $174.26 +26.1%
Page 1 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Industrials 16.2%
Financial Services 14.4%
Healthcare 11.8%
Consumer Cyclical 7.6%
Energy 6.6%
Communication Services 5.6%
Consumer Defensive 4.3%
Basic Materials 2.2%
Utilities 1.5%