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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 18 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GIS GENERAL MILLS INC Consumer Defensive 10,124.0 $352K 0.02% NEW $34.80 +14.3%
342 CIEN CIENA CORP Technology 718.0 $352K 0.02% NEW $490.56 -21.0%
343 AA ALCOA CORP Basic Materials 6,736.0 $351K 0.02% NEW $52.14 -1.6%
344 S SENTINELONE INC Technology 20,641.0 $350K 0.02% NEW $16.97 +19.7%
345 RGLD ROYAL GOLD INC Basic Materials 1,751.0 $350K 0.02% NEW $199.61 +34.1%
346 OMF ONEMAIN HLDGS INC Financial Services 5,732.0 $349K 0.02% NEW $60.97 +3.7%
347 HBAN HUNTINGTON BANCSHARES INC Financial Services 19,660.0 $349K 0.02% NEW $17.73 -4.4%
348 NTRS NORTHERN TR CORP Financial Services 2,004.0 $348K 0.02% NEW $173.84 +7.5%
349 CBSH COMMERCE BANCSHARES INC Financial Services 5,988.0 $346K 0.02% NEW $57.75 +0.8%
350 PPG PPG INDS INC Basic Materials 2,812.0 $341K 0.02% NEW $121.29 -6.3%
351 ATI ATI INC Industrials 1,724.0 $340K 0.02% NEW $197.10 +9.2%
352 HOOD ROBINHOOD MKTS INC Financial Services 3,373.0 $338K 0.02% NEW $100.29 +11.8%
353 HST HOST HOTELS & RESORTS INC Real Estate 14,260.0 $338K 0.02% NEW $23.71 -3.0%
354 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 6,704.0 $335K 0.02% NEW $49.98 +4.9%
355 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 617.0 $334K 0.02% NEW $541.83 -4.3%
356 RKLB ROCKET LAB CORP Industrials 3,277.0 $333K 0.02% NEW $101.66 -34.2%
357 MSCI MSCI INC Financial Services 591.0 $331K 0.02% NEW $560.04 +0.7%
358 PCTY PAYLOCITY HLDG CORP Technology 3,160.0 $330K 0.02% NEW $104.53 +45.6%
359 RGA REINSURANCE GROUP AMER INC Financial Services 1,552.0 $330K 0.02% NEW $212.65 +15.0%
360 GL GLOBE LIFE INC Financial Services 1,844.0 $329K 0.02% NEW $178.68 -3.6%
Page 18 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%