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Portfolio (Quarterly) Guide ↗

PARAGON FINANCIAL PARTNERS, INC.

· CIK 0001910845
13F Portfolio $187M AUM 79 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 23 Added 10 Reduced 1 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 90,634.0 $10.7M 5.73% +67K +287.6% $118.32 +3.7%
2 AAPL APPLE INC Technology 25,417.0 $7.9M 4.19% +507.0 +2.0% $308.91 +3.5%
3 ITA ISHARES TR 31,115.0 $7.5M 3.98% +2K +8.7% $239.66 -2.9%
4 GPIQ GOLDMAN SACHS ETF TR 79,814.0 $4.4M 2.37% +7K +10.1% $55.52 +2.5%
5 MSFT MICROSOFT CORP Technology 8,129.0 $3.8M 2.02% +449.0 +5.8% $464.71 +10.5%
6 BAC BANK OF AMER CORP Financial Services 31,246.0 $1.9M 1.03% +935.0 +3.1% $61.95 +0.6%
7 VYMI VANGUARD WHITEHALL FDS 14,304.0 $1.5M 0.79% +475.0 +3.4% $103.56 +1.5%
8 GOOGL ALPHABET INC Communication Services 4,011.0 $1.4M 0.76% +236.0 +6.2% $356.16 -2.7%
9 AMZN AMAZON COM INC Consumer Cyclical 5,150.0 $1.4M 0.75% +60.0 +1.2% $271.58 -1.9%
10 TSLA TESLA INC Consumer Cyclical 3,391.0 $1.1M 0.56% +500.0 +17.3% $311.21 +12.1%
11 GLD SPDR GOLD TR Financial Services 2,585.0 $960K 0.51% +59.0 +2.3% $371.54 +10.1%
12 SCCO SOUTHERN COPPER CORP Basic Materials 4,936.0 $902K 0.48% +48.0 +1.0% $182.71 +14.8%
13 CRWD CROWDSTRIKE HLDGS INC Technology 4,000.0 $763K 0.41% +3K +300.0% $47.72 +357.7%
14 VGT VANGUARD WORLD FD 5,597.0 $633K 0.34% +5K +700.7% $113.14 +6.1%
15 GOOG ALPHABET INC 1,683.0 $600K 0.32% +240.0 +16.6% $356.66
16 JNJ JOHNSON & JOHNSON Healthcare 2,138.0 $548K 0.29% +161.0 +8.1% $256.35 +4.6%
17 MRK MERCK & CO INC Healthcare 3,439.0 $448K 0.24% +356.0 +11.6% $130.21 +13.9%
18 XLP SELECT SECTOR SPDR TR 4,668.0 $397K 0.21% +24.0 +0.5% $85.05 +0.5%
19 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,206.0 $370K 0.20% +60.0 +1.4% $87.98 +8.9%
20 XOM EXXON MOBIL CORP Energy 2,263.0 $352K 0.19% +33.0 +1.5% $155.41 +0.8%
Page 1 of 2  ·  23 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 41.1%
Financial Services 32.4%
Consumer Cyclical 8.6%
Consumer Defensive 6.5%
Communication Services 5.4%
Healthcare 2.1%
Basic Materials 1.5%
Utilities 1.4%
Industrials 0.7%
Energy 0.4%