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Portfolio (Quarterly) Guide ↗

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

· CIK 0002026926
13F Portfolio $844M AUM 219 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 106 Added 49 Reduced 8 Exited
Page 3 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADP AUTOMATIC DATA PROCESSING IN Industrials 18,156.0 $4.1M 0.48% +153.0 +0.8% $223.95 +24.7%
42 ABT ABBOTT LABORATORIES Healthcare 44,447.0 $4.0M 0.48% +4K +9.1% $90.74 +25.9%
43 XMMO INVESCO EXCHANGE TRADED FD T 23,573.0 $4.0M 0.47% +414.0 +1.8% $170.14 -7.7%
44 WMT WALMART INC Consumer Defensive 35,408.0 $4.0M 0.47% +691.0 +2.0% $113.26 -8.3%
45 USHY ISHARES TR 107,686.0 $4.0M 0.47% +6K +6.2% $37.02 -0.6%
46 CB CHUBB LIMITED Financial Services 11,570.0 $3.9M 0.47% +189.0 +1.7% $340.74 +0.6%
47 AZN ASTRAZENECA PLC Healthcare 20,406.0 $3.9M 0.46% +1K +7.4% $189.62 -13.3%
48 XMHQ INVESCO EXCHANGE TRADED FD T 33,784.0 $3.8M 0.45% +2K +6.5% $112.88 +5.2%
49 C CITIGROUP INC Financial Services 26,793.0 $3.7M 0.44% +23K +713.4% $139.96 -7.4%
50 FAST FASTENAL CO Industrials 77,363.0 $3.7M 0.44% +3K +3.3% $48.03 +5.5%
51 KO COCA COLA CO Consumer Defensive 44,891.0 $3.6M 0.43% +784.0 +1.8% $81.27 +11.4%
52 GD GENERAL DYNAMICS CORP Industrials 10,113.0 $3.6M 0.42% +54.0 +0.5% $354.22 +9.0%
53 EMR EMERSON ELEC CO Industrials 24,901.0 $3.6M 0.42% +441.0 +1.8% $143.15 +8.1%
54 PH PARKER-HANNIFIN CORP Industrials 3,586.0 $3.5M 0.42% +77.0 +2.2% $978.12 +2.3%
55 SAP SAP SE Technology 22,066.0 $3.4M 0.40% +10K +81.3% $154.11 +40.9%
56 CORP PIMCO ETF TR 34,525.0 $3.3M 0.40% +2K +6.1% $96.90 -2.0%
57 MRK MERCK & CO INC Healthcare 25,951.0 $3.3M 0.40% +1K +4.9% $128.50 +16.2%
58 ING ING GROEP N.V. Financial Services 105,274.0 $3.3M 0.39% +4K +3.7% $31.38 +9.9%
59 BERKSHIRE HATHAWAY INC DEL 6,404.0 $3.2M 0.38% +408.0 +6.8% $500.39
60 PIMCO ETF TR 62,738.0 $3.1M 0.37% +4K +6.2% $49.38
Page 3 of 6  ·  106 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 29.6%
Financial Services 16.2%
Healthcare 11.3%
Industrials 10.3%
Communication Services 7.7%
Consumer Defensive 6.0%
Consumer Cyclical 5.4%
Energy 4.5%
Basic Materials 4.3%
Utilities 3.9%