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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 3 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 6,216.0 $5.7M 0.75% +5K +452.5% $919.77 +7.8%
42 PG PROCTER & GAMBLE CO Consumer Defensive 38,700.0 $5.6M 0.73% -3K -6.7% $144.44 -1.8%
43 CEG CONSTELLATION ENERGY CORP Utilities 19,676.0 $5.5M 0.72% +3K +21.3% $279.25 -7.3%
44 WEC WEC ENERGY GROUP INC Utilities 46,247.0 $5.4M 0.70% $115.77 -5.3%
45 NVDA NVIDIA CORPORATION Technology 30,370.0 $5.3M 0.69% +910.0 +3.1% $174.40 +26.8%
46 LIN LINDE PLC Basic Materials 10,176.0 $5.0M 0.66% -738.0 -6.8% $495.77 +2.2%
47 PEP PEPSICO INC Consumer Defensive 32,398.0 $5.0M 0.66% +2K +5.0% $155.29 -3.6%
48 PSX PHILLIPS 66 Energy 27,226.0 $5.0M 0.65% -9K -24.8% $182.18 -2.2%
49 EMB ISHARES TR 52,348.0 $4.9M 0.65% -4K -7.1% $93.93 +0.4%
50 AMGN AMGEN INC Healthcare 13,769.0 $4.8M 0.64% -1K -7.2% $351.85 -8.3%
51 MCD MCDONALDS CORP Consumer Cyclical 14,912.0 $4.6M 0.61% -6K -27.4% $310.78 -9.1%
52 LHX L3HARRIS TECHNOLOGIES INC Industrials 13,129.0 $4.5M 0.59% -765.0 -5.5% $345.16 -10.4%
53 HGER HARBOR ETF TRUST 140,591.0 $4.4M 0.57% NEW $31.01 +5.5%
54 WMT WALMART INC Consumer Defensive 34,717.0 $4.3M 0.57% -1K -3.2% $124.28 +6.8%
55 ABT ABBOTT LABORATORIES Healthcare 40,758.0 $4.2M 0.55% -1K -2.5% $102.67 -14.4%
56 AXP AMERICAN EXPRESS CO Financial Services 13,704.0 $4.1M 0.54% +124.0 +0.9% $302.48 +2.0%
57 GS GOLDMAN SACHS GROUP INC Financial Services 4,782.0 $4.0M 0.53% $845.90 +9.6%
58 BIV VANGUARD BD INDEX FDS 51,509.0 $4.0M 0.52% +5K +10.0% $77.18 -1.8%
59 PLD PROLOGIS INC. Real Estate 30,049.0 $4.0M 0.52% +21K +220.0% $132.18 +6.9%
60 BLV VANGUARD BD INDEX FDS 56,613.0 $3.9M 0.51% +6K +10.8% $68.78 -3.1%
Page 3 of 11  ·  214 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%