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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 8 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DD DUPONT DE NEMOURS INC Basic Materials 10,514.0 $1.4M 0.08% NEW $135.64 +0.8%
142 FIRST TR EXCH TRADED FD III 19,243.0 $1.4M 0.08% NEW $73.80
143 COP CONOCOPHILLIPS Energy 13,532.0 $1.4M 0.08% NEW $103.96 +28.3%
144 CSCO CISCO SYS INC Technology 11,955.0 $1.4M 0.08% NEW $117.46 -6.2%
145 MDYG SPDR SERIES TRUST 11,943.0 $1.3M 0.07% NEW $112.09 -2.6%
146 GD GENERAL DYNAMICS CORP Industrials 3,771.0 $1.3M 0.07% NEW $354.24 +8.3%
147 IWV ISHARES TR 3,110.0 $1.3M 0.07% NEW $426.40 +2.0%
148 ABNB AIRBNB INC Consumer Cyclical 9,246.0 $1.3M 0.07% NEW $143.10 +32.9%
149 DTE DTE ENERGY CO Utilities 8,651.0 $1.3M 0.07% NEW $152.37 -11.0%
150 OSK OSHKOSH CORP Industrials 8,520.0 $1.3M 0.07% NEW $153.48 +1.9%
151 VIGI VANGUARD WHITEHALL FDS 13,932.0 $1.3M 0.07% NEW $93.38 +5.4%
152 ES EVERSOURCE ENERGY Utilities 17,969.0 $1.3M 0.07% NEW $72.27 -1.4%
153 SBUX STARBUCKS CORP Consumer Cyclical 12,254.0 $1.3M 0.07% NEW $102.19 +5.2%
154 C CITIGROUP INC Financial Services 8,830.0 $1.2M 0.07% NEW $139.96 -5.9%
155 XLE SELECT SECTOR SPDR TR 22,860.0 $1.2M 0.07% NEW $53.11 +18.8%
156 PID INVESCO EXCHANGE TRADED FD T 54,658.0 $1.2M 0.07% NEW $22.20 +3.8%
157 LRCX LAM RESEARCH CORP Technology 2,790.0 $1.2M 0.07% NEW $433.33 -28.4%
158 JBHT HUNT J B TRANS SVCS INC Industrials 4,136.0 $1.2M 0.07% NEW $289.43 -10.2%
159 AEP AMERICAN ELEC PWR CO INC Utilities 8,378.0 $1.1M 0.06% NEW $136.81 -10.8%
160 MMM 3M CO Industrials 7,021.0 $1.1M 0.06% NEW $161.91 +10.6%
Page 8 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%