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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 15 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CARR CARRIER GLOBAL CORPORATION Industrials 6,399.0 $469K 0.03% NEW $73.35 -20.2%
282 IWR ISHARES TR 4,253.0 $469K 0.03% NEW $110.32 +2.4%
283 PAYX PAYCHEX INC Industrials 4,743.0 $466K 0.03% NEW $98.33 +27.1%
284 AON AON PLC Financial Services 1,406.0 $466K 0.03% NEW $331.69 +7.0%
285 PYPL PAYPAL HLDGS INC Financial Services 10,734.0 $463K 0.03% NEW $43.18 +44.2%
286 AXS AXIS CAP HLDGS LTD Financial Services 4,300.0 $462K 0.03% NEW $107.44 -7.5%
287 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 8,707.0 $460K 0.03% NEW $52.85 +0.1%
288 RBLX ROBLOX CORP Technology 8,441.0 $459K 0.03% NEW $54.38 -28.1%
289 OGE OGE ENERGY CORP Utilities 9,423.0 $459K 0.03% NEW $48.66 -5.6%
290 NET CLOUDFLARE INC Technology 1,864.0 $457K 0.03% NEW $245.28 +13.2%
291 ESS ESSEX PPTY TR INC Real Estate 1,556.0 $454K 0.03% NEW $291.59 +0.1%
292 AVA AVISTA CORP Utilities 11,075.0 $453K 0.03% NEW $40.91 -7.7%
293 CVS CVS HEALTH CORP Healthcare 4,377.0 $453K 0.03% NEW $103.45 -10.2%
294 TEAM ATLASSIAN CORPORATION Technology 5,746.0 $447K 0.03% NEW $77.79 +114.0%
295 SCHF SCHWAB STRATEGIC TR 16,108.0 $446K 0.03% NEW $27.70 +3.2%
296 GS GOLDMAN SACHS GROUP INC Financial Services 434.0 $439K 0.02% NEW $1011.37 +4.7%
297 HON HONEYWELL INTL INC Industrials 1,944.0 $435K 0.02% NEW $223.90 -3.7%
298 KHC KRAFT HEINZ CO Consumer Defensive 18,324.0 $433K 0.02% NEW $23.62 +7.2%
299 CFG CITIZENS FINL GROUP INC Financial Services 6,121.0 $429K 0.02% NEW $70.07 -0.3%
300 EXPAND ENERGY CORPORATION 4,700.0 $429K 0.02% NEW $91.19
Page 15 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%