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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 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVS NOVARTIS AG Healthcare 18,651.0 $2.9M 0.35% -3K -15.1% $156.72 -0.3%
22 XLK SELECT SECTOR SPDR TR 15,287.0 $2.9M 0.34% -233.0 -1.5% $190.52 -3.9%
23 GLW CORNING INC Technology 11,171.0 $2.9M 0.34% -183.0 -1.6% $255.44 -40.7%
24 MCD MCDONALDS CORP Consumer Cyclical 10,308.0 $2.8M 0.33% -5K -30.9% $270.30 -0.4%
25 PEP PEPSICO INC Consumer Defensive 20,309.0 $2.7M 0.33% -12K -37.3% $135.40 +4.9%
26 SBUX STARBUCKS CORP Consumer Cyclical 24,970.0 $2.6M 0.30% -15K -38.1% $102.19 +1.8%
27 CME CME GROUP INC Financial Services 11,047.0 $2.4M 0.29% -344.0 -3.0% $220.84 +22.7%
28 PLD PROLOGIS INC. Real Estate 17,162.0 $2.3M 0.28% -13K -42.9% $135.47 +3.8%
29 UNILEVER PLC 36,977.0 $2.2M 0.26% -4K -9.8% $60.12
30 VOO VANGUARD INDEX FDS 3,219.0 $2.2M 0.26% -341.0 -9.6% $686.81 +2.1%
31 DUK DUKE ENERGY CORP NEW Utilities 17,291.0 $2.2M 0.26% -356.0 -2.0% $126.58 -3.1%
32 TRP TC ENERGY CORP Energy 32,532.0 $2.2M 0.26% -11K -25.2% $66.29 -4.9%
33 RIO RIO TINTO PLC Basic Materials 21,573.0 $2.0M 0.24% -2K -10.1% $94.93 +7.6%
34 BAC BANK OF AMER CORP Financial Services 35,491.0 $2.0M 0.24% -18K -33.3% $56.98 +8.6%
35 AMT AMERICAN TOWER CORP Real Estate 10,011.0 $1.6M 0.19% -312.0 -3.0% $163.57 +7.4%
36 PSCT INVESCO EXCH TRADED FD TR II 17,393.0 $1.6M 0.19% -5K -23.1% $92.41 -15.5%
37 EOG EOG RES INC Energy 10,555.0 $1.4M 0.16% -8K -44.6% $129.73 +17.3%
38 INTC INTEL CORP Technology 8,137.0 $1.1M 0.14% -4K -32.0% $139.63 -34.0%
39 MMM 3M CO Industrials 6,288.0 $1.0M 0.12% -99.0 -1.6% $161.92 +10.0%
40 HRL HORMEL FOODS CORP Consumer Defensive 28,050.0 $696K 0.08% -480.0 -1.7% $24.82 -3.0%
Page 2 of 3  ·  49 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%