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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 3 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWB ISHARES TR 1,836.0 $750K 0.40% $408.42 +3.1%
42 VGT VANGUARD WORLD FD 5,597.0 $633K 0.34% +5K +700.7% $113.14 +6.1%
43 GOOG ALPHABET INC 1,683.0 $600K 0.32% +240.0 +16.6% $356.66
44 SDY SPDR SERIES TRUST 3,872.0 $600K 0.32% $155.00 +1.6%
45 IGM ISHARES TR 3,659.0 $562K 0.30% $153.53 +4.8%
46 JNJ JOHNSON & JOHNSON Healthcare 2,138.0 $548K 0.29% +161.0 +8.1% $256.35 +4.6%
47 VTI VANGUARD INDEX FDS 1,444.0 $532K 0.28% $368.18 +3.0%
48 YUM YUM BRANDS INC Consumer Cyclical 3,466.0 $531K 0.28% $153.28 +0.4%
49 VIG VANGUARD SPECIALIZED FUNDS 2,192.0 $527K 0.28% $240.20 +1.2%
50 INTC INTEL CORP Technology 5,720.0 $516K 0.28% $90.20 -0.8%
51 JPM JPMORGAN CHASE & CO Financial Services 1,346.0 $473K 0.25% $351.68 +1.7%
52 MCK MCKESSON CORP Healthcare 537.0 $460K 0.25% $856.19 +4.3%
53 SBUX STARBUCKS CORP Consumer Cyclical 4,353.0 $458K 0.24% $105.24 +2.5%
54 ABBV ABBVIE INC Healthcare 1,798.0 $451K 0.24% $250.92 +1.8%
55 MRK MERCK & CO INC Healthcare 3,439.0 $448K 0.24% +356.0 +11.6% $130.21 +13.9%
56 IYJ ISHARES TR 2,667.0 $437K 0.23% $163.91 -0.6%
57 EXC EXELON CORP Utilities 9,326.0 $427K 0.23% $45.82 -4.1%
58 SHW SHERWIN WILLIAMS CO Basic Materials 1,209.0 $412K 0.22% $340.85 +1.2%
59 BA BOEING CO Industrials 1,850.0 $400K 0.21% $216.14 -2.9%
60 XLP SELECT SECTOR SPDR TR 4,668.0 $397K 0.21% +24.0 +0.5% $85.05 +0.5%
Page 3 of 4  ·  79 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%