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Portfolio (Quarterly) Guide ↗

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

· CIK 0002026926
13F Portfolio $762.9B AUM 214 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 81 Added 68 Reduced 39 Exited
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 34,717.0 $4.3M 0.57% -1K -3.2% $124.28 +8.6%
22 ABT ABBOTT LABORATORIES Healthcare 40,758.0 $4.2M 0.55% -1K -2.5% $102.67 -13.7%
23 USHY ISHARES TR 101,369.0 $3.7M 0.49% -8K -7.5% $36.84 -0.3%
24 CB CHUBB LTD SWITZ Financial Services 11,381.0 $3.7M 0.49% -2K -16.1% $325.93 +1.6%
25 SBUX STARBUCKS CORP Consumer Cyclical 40,339.0 $3.6M 0.47% -2K -3.9% $89.59 +20.0%
26 ABBV ABBVIE INC Healthcare 16,116.0 $3.5M 0.46% -11K -39.9% $217.49 -1.3%
27 GD GENERAL DYNAMICS CORP Industrials 10,059.0 $3.5M 0.45% -3K -22.5% $343.24 -0.8%
28 AFL AFLAC INC Financial Services 31,377.0 $3.4M 0.45% -1K -4.3% $109.71 +8.5%
29 CME CME GROUP INC Financial Services 11,391.0 $3.4M 0.44% -771.0 -6.3% $295.36 +3.9%
30 NVS NOVARTIS AG Healthcare 21,970.0 $3.4M 0.44% -784.0 -3.5% $152.75 -1.4%
31 CMI CUMMINS INC Industrials 6,046.0 $3.3M 0.43% -515.0 -7.8% $538.02 +23.2%
32 EMR EMERSON ELEC CO Industrials 24,460.0 $3.2M 0.42% -1K -4.0% $131.02 +1.2%
33 SPGI S&P GLOBAL INC Financial Services 7,435.0 $3.2M 0.41% -5K -40.3% $425.32 -2.8%
34 CORP PIMCO ETF TR 32,527.0 $3.1M 0.41% -10K -23.1% $96.80 -1.3%
35 PH PARKER-HANNIFIN CORP Industrials 3,509.0 $3.1M 0.41% -143.0 -3.9% $895.24 -4.7%
36 MRK MERCK & CO INC Healthcare 24,731.0 $3.0M 0.39% -13K -34.9% $120.29 -4.8%
37 PDBC INVESCO ACTVELY MNGD ETC FD 159,520.0 $2.8M 0.36% -5K -2.9% $17.32 +8.7%
38 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 138,081.0 $2.7M 0.36% -8K -5.7% $19.75 +14.1%
39 TRP TC ENERGY CORP Energy 43,487.0 $2.7M 0.36% -7K -13.8% $62.60 +11.0%
40 IWM ISHARES TR 10,609.0 $2.6M 0.34% -4K -28.0% $248.00 +10.5%
Page 2 of 4  ·  68 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 26.2%
Financial Services 15.0%
Healthcare 11.6%
Industrials 11.1%
Consumer Defensive 6.9%
Consumer Cyclical 6.6%
Communication Services 6.0%
Energy 5.9%
Basic Materials 4.9%
Utilities 4.6%