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Portfolio (Quarterly) Guide ↗

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

· CIK 0002026926
13F Portfolio $763M AUM 214 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 81 Added 68 Reduced 39 Exited
Page 6 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BAC BANK AMERICA CORP Financial Services 53,216.0 $2.6M 0.34% NEW $48.75 +5.1%
102 APH AMPHENOL CORP Technology 20,479.0 $2.6M 0.34% -9K -30.1% $126.35 -2.6%
103 PNC PNC FINL SVCS GROUP INC Financial Services 12,244.0 $2.5M 0.33% NEW $208.09 +2.5%
104 CMS CMS ENERGY CORP Utilities 32,517.0 $2.5M 0.33% -1K -3.9% $77.58 -7.0%
105 SYK STRYKER CORPORATION Healthcare 7,533.0 $2.5M 0.32% +665.0 +9.7% $328.59 -3.3%
106 UNILEVER PLC 40,983.0 $2.3M 0.31% +2K +5.8% $56.97
107 INTU INTUIT Technology 5,352.0 $2.3M 0.30% +1K +31.1% $432.38 -7.6%
108 DUK DUKE ENERGY CORP NEW Utilities 17,647.0 $2.3M 0.30% -2K -10.4% $130.94 -4.9%
109 PSCF INVESCO EXCH TRADED FD TR II 40,332.0 $2.3M 0.30% NEW $56.85 +8.2%
110 RIO RIO TINTO PLC Basic Materials 24,004.0 $2.2M 0.29% -2K -8.9% $93.29 +8.2%
111 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,471.0 $2.2M 0.29% +4K +764.8% $491.53 -8.9%
112 ZTS ZOETIS INC Healthcare 18,191.0 $2.2M 0.28% +10K +113.8% $118.21 -33.2%
113 WMB WILLIAMS COS INC Energy 29,315.0 $2.1M 0.28% -10K -24.5% $72.78 +9.1%
114 VOO VANGUARD INDEX FDS 3,560.0 $2.1M 0.28% +1K +41.5% $597.55 +14.1%
115 SAP SAP SE Technology 12,172.0 $2.1M 0.27% -1K -9.3% $171.21 +4.4%
116 XLK SELECT SECTOR SPDR TR 15,520.0 $2.1M 0.27% +2K +11.1% $132.90 +33.3%
117 CRM SALESFORCE INC Technology 10,807.0 $2.0M 0.26% +8K +305.8% $186.67 -3.9%
118 TBIL RBB FD INC 39,776.0 $2.0M 0.26% +4K +10.1% $49.86 +0.2%
119 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,839.0 $2.0M 0.26% NEW $337.95 +16.2%
120 VEA VANGUARD TAX-MANAGED FDS 30,757.0 $2.0M 0.26% +2K +6.8% $64.08 +9.6%
Page 6 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%