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Portfolio (Quarterly) Guide ↗

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

· CIK 0002026926
13F Portfolio $763M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 224 New
Page 5 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PH PARKER-HANNIFIN CORP Industrials 3,652.0 $3.2M 0.42% NEW $878.96 -2.3%
82 NVS NOVARTIS AG Healthcare 22,754.0 $3.1M 0.41% NEW $137.87 +8.2%
83 ASTRAZENECA PLC 33,369.0 $3.1M 0.40% NEW $91.93
84 PAYX PAYCHEX INC Industrials 27,279.0 $3.1M 0.40% NEW $112.18 -15.8%
85 BERKSHIRE HATHAWAY INC DEL 5,974.0 $3.0M 0.39% NEW $502.65
86 GWW WW GRAINGER INC Industrials 2,945.0 $3.0M 0.39% NEW $1009.14 +25.4%
87 MA MASTERCARD INCORPORATED Financial Services 5,098.0 $2.9M 0.38% NEW $570.88 -11.4%
88 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 146,417.0 $2.8M 0.37% NEW $19.33 +13.4%
89 RPM RPM INTL INC Basic Materials 26,920.0 $2.8M 0.37% NEW $104.00 -6.6%
90 V VISA INC Financial Services 7,940.0 $2.8M 0.36% NEW $350.71 -5.2%
91 TRP TC ENERGY CORP Energy 50,417.0 $2.8M 0.36% NEW $55.01 +26.0%
92 INTU INTUIT Technology 4,081.0 $2.7M 0.35% NEW $662.42 -39.1%
93 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 29,262.0 $2.7M 0.35% NEW $90.70 +1.3%
94 UNILEVER PLC 38,717.0 $2.5M 0.33% NEW $65.40
95 BSX BOSTON SCIENTIFIC CORP Healthcare 26,371.0 $2.5M 0.33% NEW $95.35 -40.4%
96 MSI MOTOROLA SOLUTIONS INC Technology 6,311.0 $2.4M 0.32% NEW $383.32 +7.0%
97 SYK STRYKER CORPORATION Healthcare 6,868.0 $2.4M 0.32% NEW $351.47 -10.9%
98 CMS CMS ENERGY CORP Utilities 33,821.0 $2.4M 0.31% NEW $69.93 +3.1%
99 WMB WILLIAMS COS INC Energy 38,838.0 $2.3M 0.31% NEW $60.11 +29.2%
100 DUK DUKE ENERGY CORP NEW Utilities 19,705.0 $2.3M 0.30% NEW $117.21 +4.8%
Page 5 of 12  ·  224 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 27.4%
Financial Services 15.2%
Industrials 10.9%
Healthcare 10.3%
Consumer Cyclical 8.8%
Consumer Defensive 6.5%
Communication Services 5.4%
Energy 4.9%
Basic Materials 4.6%
Utilities 4.6%