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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 7 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MINT PIMCO ETF TR 20,891.0 $2.1M 0.25% +6K +37.7% $100.81 -0.1%
122 CAT CATERPILLAR INC Industrials 1,943.0 $2.1M 0.24% $1064.66 -23.4%
123 RIO RIO TINTO PLC Basic Materials 21,573.0 $2.0M 0.24% -2K -10.1% $94.93 +7.6%
124 MS MORGAN STANLEY Financial Services 9,750.0 $2.0M 0.24% +223.0 +2.3% $209.04 -0.7%
125 BAC BANK OF AMER CORP Financial Services 35,491.0 $2.0M 0.24% -18K -33.3% $56.98 +8.6%
126 PSCI INVESCO EXCH TRADED FD TR II 10,712.0 $2.0M 0.24% +710.0 +7.1% $186.06 -5.2%
127 UNP UNION PAC CORP Industrials 7,303.0 $2.0M 0.23% $272.00 +11.8%
128 FDS FACTSET RESH SYS INC Financial Services 8,514.0 $2.0M 0.23% $230.08 +30.4%
129 VTWO VANGUARD SCOTTSDALE FDS 15,824.0 $1.9M 0.23% +5K +49.1% $121.42 -0.9%
130 MDLZ MONDELEZ INTL INC Consumer Defensive 32,108.0 $1.9M 0.22% +2K +5.4% $57.84 +10.9%
131 BX BLACKSTONE INC Financial Services 15,642.0 $1.8M 0.22% NEW $117.67 +20.2%
132 MDT MEDTRONIC PLC Healthcare 23,163.0 $1.8M 0.21% +2K +9.7% $78.23 +18.0%
133 VUG VANGUARD INDEX FDS 20,359.0 $1.8M 0.21% +17K +508.5% $86.14 +1.2%
134 RPM RPM INTL INC Basic Materials 15,574.0 $1.7M 0.20% +217.0 +1.4% $111.15 -0.8%
135 VTI VANGUARD INDEX FDS 4,569.0 $1.7M 0.20% +750.0 +19.6% $370.04 +1.8%
136 PM PHILIP MORRIS INTL INC Consumer Defensive 9,053.0 $1.6M 0.19% +78.0 +0.9% $180.91 +5.9%
137 AMT AMERICAN TOWER CORP Real Estate 10,011.0 $1.6M 0.19% -312.0 -3.0% $163.57 +7.4%
138 PSCT INVESCO EXCH TRADED FD TR II 17,393.0 $1.6M 0.19% -5K -23.1% $92.41 -15.5%
139 PSCD INVESCO EXCH TRADED FD TR II 12,963.0 $1.5M 0.18% +1K +9.5% $118.38 -0.1%
140 LMT LOCKHEED MARTIN CORP Industrials 3,010.0 $1.5M 0.18% +38.0 +1.3% $509.46 +12.2%
Page 7 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%