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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 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KO COCA COLA CO Consumer Defensive 4,001.0 $350K 0.19% +58.0 +1.5% $87.58 +2.4%
22 MDLZ MONDELEZ INTL INC Consumer Defensive 4,830.0 $301K 0.16% +238.0 +5.2% $62.30 +0.1%
23 SNAP SNAP INC Communication Services 11,229.0 $53K 0.03% +543.0 +5.1% $4.69 +15.8%
Page 2 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%