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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 20 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NKE NIKE INC Consumer Cyclical 7,363.0 $302K 0.02% NEW $41.05 -4.1%
382 TSN TYSON FOODS INC Consumer Defensive 5,253.0 $301K 0.02% NEW $57.25 -0.1%
383 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,433.0 $300K 0.02% NEW $123.44 -4.4%
384 CI THE CIGNA GROUP Healthcare 1,089.0 $300K 0.02% NEW $275.68 +0.8%
385 VOE VANGUARD INDEX FDS 1,518.0 $300K 0.02% NEW $197.61 +5.8%
386 BPOP POPULAR INC Financial Services 1,821.0 $299K 0.02% NEW $164.18 +3.0%
387 EOG EOG RES INC Energy 2,304.0 $299K 0.02% NEW $129.73 +13.8%
388 UAL UNITED AIRLS HLDGS INC Industrials 2,180.0 $296K 0.02% NEW $135.99 -15.3%
389 LEN LENNAR CORP Consumer Cyclical 3,275.0 $296K 0.02% NEW $90.49 -3.3%
390 VRTX VERTEX PHARMACEUTICALS INC Healthcare 596.0 $296K 0.02% NEW $496.73 +11.5%
391 EFX EQUIFAX INC Industrials 1,863.0 $296K 0.02% NEW $158.72 +21.6%
392 RBC RBC BEARINGS INC Industrials 459.0 $296K 0.02% NEW $644.06 -22.8%
393 UGI UGI CORP NEW Utilities 8,558.0 $296K 0.02% NEW $34.54 +11.3%
394 RL RALPH LAUREN CORP Consumer Cyclical 729.0 $293K 0.02% NEW $401.41 -9.2%
395 PRU PRUDENTIAL FINL INC Financial Services 2,702.0 $292K 0.02% NEW $107.93 +10.9%
396 AGG ISHARES TR 2,921.0 $289K 0.02% NEW $98.99 -1.1%
397 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 874.0 $289K 0.02% NEW $330.46 -0.1%
398 ALK ALASKA AIR GROUP INC Industrials 5,522.0 $288K 0.02% NEW $52.20 -18.0%
399 IJR ISHARES TR 1,925.0 $285K 0.02% NEW $148.31 -1.2%
400 ASML ASML HLDG NV Technology 143.0 $284K 0.02% NEW $1989.44 -12.3%
Page 20 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%