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Portfolio (Quarterly) Guide ↗

Paragon Private Wealth Management, LLC

· CIK 0001922684
13F Portfolio $383M AUM 373 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 83 Added 94 Reduced 13 Exited
Page 10 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SNY SANOFI SA Healthcare 8,000.0 $341K 0.09% -802.0 -9.1% $42.66 +5.0%
182 DTE DTE ENERGY CO Utilities 2,235.0 $341K 0.09% -13.0 -0.6% $152.36 -11.0%
183 HWM HOWMET AEROSPACE INC Industrials 1,253.0 $337K 0.09% -22.0 -1.7% $268.91 -2.4%
184 XLK SELECT SECTOR SPDR TR 1,766.0 $336K 0.09% -212.0 -10.7% $190.52 -2.3%
185 ASH ASHLAND INC Basic Materials 5,100.0 $336K 0.09% +491.0 +10.7% $65.89 +11.4%
186 EME EMCOR GROUP INC Industrials 397.0 $330K 0.09% -12.0 -2.9% $831.03 -10.0%
187 BIL SPDR SERIES TRUST 3,595.0 $329K 0.09% +90.0 +2.6% $91.65 +0.0%
188 FNCL FIDELITY COVINGTON TRUST 4,111.0 $315K 0.08% -564.0 -12.1% $76.56 +8.0%
189 ZACKS TRUST 9,817.0 $312K 0.08% +736.0 +8.1% $31.78
190 SYY SYSCO CORP Consumer Defensive 3,719.0 $311K 0.08% +661.0 +21.6% $83.59 -2.1%
191 VYM VANGUARD WHITEHALL FDS 1,941.0 $307K 0.08% $158.00 +3.8%
192 CRM SALESFORCE INC Technology 1,953.0 $306K 0.08% -3K -62.0% $156.73 +65.5%
193 VRT VERTIV HOLDINGS CO Industrials 896.0 $300K 0.08% NEW $335.05 -22.4%
194 MET METLIFE INC Financial Services 3,432.0 $290K 0.08% +435.0 +14.5% $84.61 +14.2%
195 CAH CARDINAL HEALTH INC Healthcare 1,213.0 $288K 0.07% -8.0 -0.7% $237.57 -1.3%
196 SNDK SANDISK CORP Technology 124.0 $282K 0.07% NEW $2273.73 -34.8%
197 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,578.0 $281K 0.07% +2K +3120.4% $178.19 +15.5%
198 MAR MARRIOTT INTL INC NEW Consumer Cyclical 743.0 $275K 0.07% $370.75 -5.2%
199 FORTINET INC 1,787.0 $275K 0.07% NEW $153.62
200 CSX CSX CORP Industrials 5,694.0 $271K 0.07% NEW $47.53 +7.9%
Page 10 of 12  ·  226 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 15.2%
Communication Services 10.6%
Industrials 9.7%
Consumer Cyclical 7.9%
Healthcare 6.6%
Consumer Defensive 2.7%
Utilities 2.4%
Energy 1.7%
Real Estate 1.3%