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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 11 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TM TOYOTA MOTOR CORP Consumer Cyclical 1,717.0 $289K 0.03% +34.0 +2.0% $168.42 +13.1%
202 AGG ISHARES TR 2,889.0 $286K 0.03% $98.98 -1.5%
203 HD HOME DEPOT INC Consumer Cyclical 810.0 $286K 0.03% -431.0 -34.7% $352.54 -5.0%
204 GLD SPDR GOLD TR Financial Services 747.0 $275K 0.03% $368.38 +11.8%
205 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 15,500.0 $269K 0.03% $17.35 -10.2%
206 GILD GILEAD SCIENCES INC Healthcare 2,121.0 $268K 0.03% $126.34 +14.2%
207 VLO VALERO ENERGY CORP Energy 1,000.0 $260K 0.03% $260.44 +34.8%
208 IVOG VANGUARD ADMIRAL FDS INC 1,750.0 $256K 0.03% $146.30 -1.5%
209 TEX TEREX CORP NEW Industrials 3,515.0 $254K 0.03% $72.39 -10.2%
210 VIOG VANGUARD ADMIRAL FDS INC 1,648.0 $253K 0.03% $153.42 -2.7%
211 CL COLGATE PALMOLIVE CO Consumer Defensive 2,729.0 $250K 0.03% $91.69 -1.9%
212 CVS CVS HEALTH CORP Healthcare 2,417.0 $250K 0.03% NEW $103.45 -8.9%
213 AROW ARROW FINL CORP Financial Services 6,000.0 $246K 0.03% -2K -25.0% $40.99 -7.2%
214 CSX CSX CORP Industrials 5,166.0 $246K 0.03% $47.53 +7.5%
215 COP CONOCOPHILLIPS Energy 2,298.0 $239K 0.03% $103.96 +29.9%
216 VFH VANGUARD WORLD FD 1,815.0 $239K 0.03% -13.0 -0.7% $131.62 +6.6%
217 MRNA MODERNA INC Healthcare 3,201.0 $224K 0.03% NEW $70.03 +106.5%
218 AMAT APPLIED MATLS INC Technology 292.0 $211K 0.03% NEW $723.00 -31.4%
219 MVIS MICROVISION INC DEL Technology 30,302.0 $10K 0.00% -11K -26.6% $0.33 +442.0%
Page 11 of 11  ·  219 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%