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Portfolio (Quarterly) Guide ↗

Parcion Private Wealth LLC

· CIK 0001801263
13F Portfolio $1.8B AUM 584 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 529 New
Page 13 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 813.0 $572K 0.03% NEW $703.34 -1.3%
242 A AGILENT TECHNOLOGIES INC Healthcare 4,298.0 $571K 0.03% NEW $132.83 +16.5%
243 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,372.0 $568K 0.03% NEW $168.53 -9.0%
244 BIIB BIOGEN INC Healthcare 2,609.0 $564K 0.03% NEW $216.06 +2.2%
245 ENS ENERSYS Industrials 2,361.0 $552K 0.03% NEW $233.82 -16.9%
246 ADI ANALOG DEVICES INC Technology 1,382.0 $549K 0.03% NEW $397.17 -5.9%
247 CQP CHENIERE ENERGY PARTNERS L P Energy 8,775.0 $535K 0.03% NEW $60.95 +11.5%
248 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,756.0 $533K 0.03% NEW $193.23 +5.2%
249 PB PROSPERITY BANCSHARES INC Financial Services 7,278.0 $532K 0.03% NEW $73.03 -0.7%
250 PLD PROLOGIS INC. Real Estate 3,915.0 $530K 0.03% NEW $135.47 +5.8%
251 AMP AMERIPRISE FINL INC Financial Services 1,143.0 $524K 0.03% NEW $458.76 +22.1%
252 PINNACLE FINL PARTNERS INC 5,180.0 $523K 0.03% NEW $100.88
253 VTI VANGUARD INDEX FDS 1,406.0 $520K 0.03% NEW $370.03 +2.2%
254 NTNX NUTANIX INC Technology 10,208.0 $520K 0.03% NEW $50.96 +30.4%
255 SPSM SPDR SERIES TRUST 8,980.0 $518K 0.03% NEW $57.67 -1.1%
256 DFSE DIMENSIONAL ETF TRUST 10,580.0 $517K 0.03% NEW $48.88 +0.2%
257 MLI MUELLER INDS INC Industrials 4,183.0 $514K 0.03% NEW $122.93 -50.0%
258 OC OWENS CORNING NEW Industrials 3,217.0 $511K 0.03% NEW $158.96 -7.8%
259 PFE PFIZER INC Healthcare 21,037.0 $507K 0.03% NEW $24.08 +18.6%
260 QQQM INVESCO EXCH TRADED FD TR II 1,671.0 $506K 0.03% NEW $302.97 -3.4%
Page 13 of 27  ·  529 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 28.2%
Financial Services 26.9%
Industrials 11.4%
Consumer Cyclical 6.7%
Healthcare 6.3%
Communication Services 4.9%
Consumer Defensive 3.7%
Basic Materials 3.2%
Utilities 3.1%
Energy 2.9%