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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 8 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KIM KIMCO REALTY CORP Real Estate 21,973.0 $557K 0.14% +2K +10.8% $25.35 -5.9%
142 XLV SELECT SECTOR SPDR TR 3,510.0 $557K 0.14% -476.0 -11.9% $158.68 +7.6%
143 CTAS CINTAS CORP Industrials 3,106.0 $528K 0.14% -605.0 -16.3% $170.07 +20.6%
144 OMC OMNICOM GROUP INC Communication Services 7,140.0 $520K 0.14% +822.0 +13.0% $72.82 +21.4%
145 MS MORGAN STANLEY Financial Services 2,450.0 $512K 0.13% +42.0 +1.7% $209.14 +2.5%
146 UNP UNION PAC CORP Industrials 1,873.0 $510K 0.13% +29.0 +1.6% $272.07 +13.1%
147 CALF PACER FDS TR 9,998.0 $506K 0.13% -5K -31.5% $50.61 +14.4%
148 PM PHILIP MORRIS INTL INC Consumer Defensive 2,781.0 $503K 0.13% +106.0 +4.0% $180.93 +6.1%
149 BSX BOSTON SCIENTIFIC CORP Healthcare 11,711.0 $500K 0.13% -4K -24.2% $42.68 +9.4%
150 MRVL MARVELL TECHNOLOGY INC Technology 1,662.0 $495K 0.13% NEW $297.95 -27.3%
151 RDVY FIRST TR EXCHANGE TRADED FD 6,090.0 $494K 0.13% -197.0 -3.1% $81.06 +1.2%
152 ETN EATON CORP PLC Industrials 1,143.0 $487K 0.13% -82.0 -6.7% $426.12 -5.3%
153 GPC GENUINE PARTS CO Consumer Cyclical 4,067.0 $480K 0.12% -528.0 -11.5% $118.00 +16.0%
154 DELL DELL TECHNOLOGIES INC Technology 1,109.0 $479K 0.12% NEW $431.60 +6.3%
155 PWB INVESCO EXCHANGE TRADED FD T 2,834.0 $477K 0.12% $168.46 -7.7%
156 MRK MERCK & CO INC Healthcare 3,545.0 $455K 0.12% $128.48 +14.9%
157 C CITIGROUP INC Financial Services 3,225.0 $451K 0.12% +108.0 +3.5% $139.95 -5.3%
158 CRWD CROWDSTRIKE HLDGS INC Technology 583.0 $445K 0.12% -120.0 -17.1% $190.78 +14.2%
159 MCK MCKESSON CORP Healthcare 585.0 $442K 0.12% -23.0 -3.8% $755.72 +18.1%
160 TJX TJX COS INC NEW Consumer Cyclical 2,895.0 $439K 0.12% $151.50 -11.2%
Page 8 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%