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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 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVV ISHARES TR 504.0 $378K 0.20% NEW $749.88 +3.1%
62 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,206.0 $370K 0.20% +60.0 +1.4% $87.98 +8.9%
63 DFAT DIMENSIONAL ETF TRUST 5,082.0 $359K 0.19% $70.73 +0.6%
64 XOM EXXON MOBIL CORP Energy 2,263.0 $352K 0.19% +33.0 +1.5% $155.41 +0.8%
65 KO COCA COLA CO Consumer Defensive 4,001.0 $350K 0.19% +58.0 +1.5% $87.58 +2.4%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 1,545.0 $346K 0.18% $223.65 +5.3%
67 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,800.0 $314K 0.17% $35.64 +23.2%
68 QQQ INVESCO QQQ TR Financial Services 440.0 $308K 0.16% $700.10 +2.3%
69 SPTM SPDR SERIES TRUST 3,393.0 $308K 0.16% -69.0 -2.0% $90.74 +2.8%
70 MDLZ MONDELEZ INTL INC Consumer Defensive 4,830.0 $301K 0.16% +238.0 +5.2% $62.30 +0.1%
71 ITOT ISHARES TR 1,783.0 $292K 0.16% $163.61 +3.0%
72 EBAY EBAY INC. Consumer Cyclical 2,538.0 $289K 0.15% $114.03 -7.4%
73 CALL GSK PLC 5,000.0 $258K 0.14% NEW $51.69
74 FVD FIRST TR EXCHANGE-TRADED FD 4,688.0 $235K 0.13% $50.14 +0.7%
75 CPRT COPART INC Industrials 8,000.0 $233K 0.12% $29.12 +13.3%
76 CINF CINCINNATI FINL CORP Financial Services 1,256.0 $223K 0.12% $177.68 -3.2%
77 VBR VANGUARD INDEX FDS 896.0 $219K 0.12% $244.59 +0.9%
78 AFL AFLAC INC Financial Services 1,664.0 $212K 0.11% NEW $127.48 -8.6%
79 SNAP SNAP INC Communication Services 11,229.0 $53K 0.03% +543.0 +5.1% $4.69 +15.8%
Page 4 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%