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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 14 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CR CRANE COMPANY Industrials 2,265.0 $505K 0.03% NEW $223.07 -7.6%
262 DG DOLLAR GEN CORP Consumer Defensive 4,384.0 $505K 0.03% NEW $115.11 +6.5%
263 NULG NUSHARES ETF TR 4,302.0 $504K 0.03% NEW $117.06 -2.4%
264 AMT AMERICAN TOWER CORP Real Estate 3,076.0 $503K 0.03% NEW $163.57 +9.2%
265 HAL HALLIBURTON CO Energy 14,716.0 $500K 0.03% NEW $33.95 -0.4%
266 BK BANK OF NY MELLON CORP Financial Services 3,427.0 $496K 0.03% NEW $144.61 -0.6%
267 TPR TAPESTRY INC Consumer Cyclical 3,376.0 $494K 0.03% NEW $146.38 -11.1%
268 ZM ZOOM COMMUNICATIONS INC Technology 5,722.0 $494K 0.03% NEW $86.31 +16.9%
269 EUFN ISHARES TR 12,650.0 $493K 0.03% NEW $38.99 +9.3%
270 SCHW SCHWAB CHARLES CORP Financial Services 5,321.0 $491K 0.03% NEW $92.27 +21.7%
271 MAA MID-AMER APT CMNTYS INC Real Estate 3,505.0 $487K 0.03% NEW $138.94 -5.0%
272 LITE LUMENTUM HLDGS INC Technology 567.0 $487K 0.03% NEW $858.06 +3.2%
273 ED CONSOLIDATED EDISON INC Utilities 4,365.0 $483K 0.03% NEW $110.63 -3.2%
274 TXT TEXTRON INC Industrials 5,262.0 $483K 0.03% NEW $91.73 -10.8%
275 AVDE AMERICAN CENTY ETF TR 5,390.0 $481K 0.03% NEW $89.20 +6.2%
276 CUBE CUBESMART Real Estate 12,033.0 $479K 0.03% NEW $39.77 +2.1%
277 TMO THERMO FISHER SCIENTIFIC INC Healthcare 952.0 $477K 0.03% NEW $501.36 +25.3%
278 MSEX MIDDLESEX WTR CO Utilities 8,456.0 $475K 0.03% NEW $56.16 +4.5%
279 VEEV VEEVA SYS INC Healthcare 2,658.0 $472K 0.03% NEW $177.47 +39.1%
280 ISRG INTUITIVE SURGICAL INC Healthcare 1,186.0 $472K 0.03% NEW $397.68 -6.5%
Page 14 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%