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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 4 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PNC PNC FINL SVCS GROUP INC Financial Services 16,634.0 $4.1M 0.48% +4K +35.9% $246.22 -1.9%
62 ADP AUTOMATIC DATA PROCESSING IN Industrials 18,156.0 $4.1M 0.48% +153.0 +0.8% $223.95 +24.7%
63 ABT ABBOTT LABORATORIES Healthcare 44,447.0 $4.0M 0.48% +4K +9.1% $90.74 +25.8%
64 XMMO INVESCO EXCHANGE TRADED FD T 23,573.0 $4.0M 0.47% +414.0 +1.8% $170.14 -7.7%
65 WMT WALMART INC Consumer Defensive 35,408.0 $4.0M 0.47% +691.0 +2.0% $113.26 -8.3%
66 USHY ISHARES TR 107,686.0 $4.0M 0.47% +6K +6.2% $37.02 -0.6%
67 ABBV ABBVIE INC Healthcare 15,689.0 $3.9M 0.47% -427.0 -2.6% $251.64 +4.1%
68 CB CHUBB LIMITED Financial Services 11,570.0 $3.9M 0.47% +189.0 +1.7% $340.74 +0.6%
69 AZN ASTRAZENECA PLC Healthcare 20,406.0 $3.9M 0.46% +1K +7.4% $189.62 -13.3%
70 XMHQ INVESCO EXCHANGE TRADED FD T 33,784.0 $3.8M 0.45% +2K +6.5% $112.88 +5.2%
71 C CITIGROUP INC Financial Services 26,793.0 $3.7M 0.44% +23K +713.4% $139.96 -7.4%
72 FAST FASTENAL CO Industrials 77,363.0 $3.7M 0.44% +3K +3.3% $48.03 +5.5%
73 AFL AFLAC INC Financial Services 31,476.0 $3.7M 0.44% $117.25 -0.9%
74 KO COCA COLA CO Consumer Defensive 44,891.0 $3.6M 0.43% +784.0 +1.8% $81.27 +11.4%
75 CMI CUMMINS INC Industrials 5,115.0 $3.6M 0.43% -931.0 -15.4% $713.21 -16.8%
76 PANW PALO ALTO NETWORKS INC Technology 10,585.0 $3.6M 0.43% NEW $341.02 +2.5%
77 APH AMPHENOL CORP Technology 20,472.0 $3.6M 0.43% $176.32 -13.2%
78 GD GENERAL DYNAMICS CORP Industrials 10,113.0 $3.6M 0.42% +54.0 +0.5% $354.22 +9.0%
79 EMR EMERSON ELEC CO Industrials 24,901.0 $3.6M 0.42% +441.0 +1.8% $143.15 +8.1%
80 LRCX LAM RESEARCH CORP Technology 8,192.0 $3.5M 0.42% NEW $433.33 -28.3%
Page 4 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%