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Portfolio (Quarterly) Guide ↗

Paragon Advisors, LLC

· CIK 0001799719
13F Portfolio $476M AUM 77 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 35 Added 28 Reduced 6 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 APP APPLOVIN CORP Technology 4,669.0 $2.4M 0.51% -2K -30.0% $515.23 -39.7%
22 PLTR PALANTIR TECHNOLOGIES INC Technology 18,861.0 $2.2M 0.46% -4K -17.6% $116.67 +48.1%
23 PGR PROGRESSIVE CORP Financial Services 7,005.0 $1.5M 0.32% -4K -36.1% $218.44 +1.7%
24 BERKSHIRE HATHAWAY INC DEL 1,696.0 $849K 0.18% -24.0 -1.4% $500.39
25 VOO VANGUARD INDEX FDS 660.0 $453K 0.10% -421.0 -39.0% $686.61 +2.5%
26 GLDM WORLD GOLD TR Financial Services 3,956.0 $314K 0.07% -77.0 -1.9% $79.42 +16.3%
27 EDV VANGUARD WORLD FD 4,188.0 $273K 0.06% -5K -55.9% $65.08 -5.9%
28 VEU VANGUARD INTL EQUITY INDEX F 2,882.0 $241K 0.05% -23.0 -0.8% $83.76 +2.8%
Page 2 of 2  ·  28 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 58.0%
Financial Services 17.3%
Communication Services 7.0%
Consumer Cyclical 6.0%
Industrials 4.9%
Healthcare 3.8%
Energy 1.6%
Utilities 1.3%
Basic Materials 0.2%