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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 5 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PH PARKER-HANNIFIN CORP Industrials 3,586.0 $3.5M 0.42% +77.0 +2.2% $978.12 +2.3%
82 CANADIAN PACIFIC KANSAS CITY 39,319.0 $3.4M 0.40% $86.65
83 SAP SAP SE Technology 22,066.0 $3.4M 0.40% +10K +81.3% $154.11 +40.8%
84 CORP PIMCO ETF TR 34,525.0 $3.3M 0.40% +2K +6.1% $96.90 -2.0%
85 MRK MERCK & CO INC Healthcare 25,951.0 $3.3M 0.40% +1K +4.9% $128.50 +16.1%
86 ING ING GROEP N.V. Financial Services 105,274.0 $3.3M 0.39% +4K +3.7% $31.38 +10.0%
87 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 138,754.0 $3.3M 0.39% $23.58 +4.1%
88 BERKSHIRE HATHAWAY INC DEL 6,404.0 $3.2M 0.38% +408.0 +6.8% $500.39
89 IWM ISHARES TR 10,609.0 $3.2M 0.38% $300.45 -0.9%
90 PIMCO ETF TR 62,738.0 $3.1M 0.37% +4K +6.2% $49.38
91 SPGI S&P GLOBAL INC Financial Services 7,603.0 $3.1M 0.37% +168.0 +2.3% $407.24 +6.1%
92 CEG CONSTELLATION ENERGY CORP Utilities 12,330.0 $3.1M 0.36% -7K -37.3% $248.37 +9.9%
93 CRM SALESFORCE INC Technology 19,029.0 $3.0M 0.35% +8K +76.1% $156.66 +31.3%
94 MSI MOTOROLA SOLUTIONS INC Technology 7,046.0 $2.9M 0.35% +372.0 +5.6% $415.29 +14.1%
95 NVS NOVARTIS AG Healthcare 18,651.0 $2.9M 0.35% -3K -15.1% $156.72 -0.3%
96 TXN TEXAS INSTRS INC Technology 9,799.0 $2.9M 0.35% $298.07 -10.9%
97 XLK SELECT SECTOR SPDR TR 15,287.0 $2.9M 0.34% -233.0 -1.5% $190.52 -3.9%
98 MA MASTERCARD INCORPORATED Financial Services 5,665.0 $2.9M 0.34% +443.0 +8.5% $513.60 +11.8%
99 GLW CORNING INC Technology 11,171.0 $2.9M 0.34% -183.0 -1.6% $255.44 -40.7%
100 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,954.0 $2.8M 0.34% +115.0 +2.0% $477.57 -12.9%
Page 5 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%