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Portfolio (Quarterly) Guide ↗

Paragon Capital Management LLC

· CIK 0001388437
13F Portfolio $202M AUM 57 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 17 Added 21 Reduced 4 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER & GAMBLE CO Consumer Defensive 1,733.0 $250K 0.12% -61.0 -3.4% $144.44 -0.0%
Page 2 of 2  ·  21 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 28.8%
Consumer Cyclical 23.8%
Energy 10.9%
Consumer Defensive 10.7%
Industrials 9.3%
Financial Services 7.2%
Healthcare 6.1%
Communication Services 2.7%
Utilities 0.4%