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Portfolio (Quarterly) Guide ↗

Parisi Gray Wealth Management

· CIK 0001716659
13F Portfolio $487M AUM 155 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 27 New 60 Added 46 Reduced 7 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 8,833.0 $2.5M 0.51% +242.0 +2.8% $281.22 -15.7%
22 CAT CATERPILLAR INC Industrials 2,052.0 $2.2M 0.45% +1K +167.5% $1065.01 -23.4%
23 AXP AMERICAN EXPRESS CO Financial Services 6,405.0 $2.2M 0.45% +32.0 +0.5% $338.23 +0.5%
24 ASML ASML HLDG NV Technology 1,050.0 $2.1M 0.43% +434.0 +70.5% $1988.65 -11.9%
25 ANET ARISTA NETWORKS INC Technology 10,825.0 $1.8M 0.38% +346.0 +3.3% $169.88 +9.8%
26 IWF ISHARES TR 12,888.0 $1.6M 0.33% +10K +285.9% $124.17 -1.2%
27 RKLB ROCKET LAB CORP Industrials 15,709.0 $1.6M 0.33% +8K +103.4% $101.65 -25.4%
28 DELL DELL TECHNOLOGIES INC Technology 3,691.0 $1.6M 0.33% +57.0 +1.6% $431.43 +1.4%
29 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,141.0 $1.5M 0.30% +8K +2404.9% $178.24 +19.5%
30 PDI PIMCO DYNAMIC INCOME FD Financial Services 76,006.0 $1.3M 0.26% +4K +4.9% $16.70 -9.0%
31 FITB FIFTH THIRD BANCORP Financial Services 21,161.0 $1.2M 0.24% +111.0 +0.5% $56.37 -2.5%
32 BAC BANK OF AMER CORP Financial Services 20,783.0 $1.2M 0.24% +207.0 +1.0% $56.98 +10.9%
33 ABBV ABBVIE INC Healthcare 4,499.0 $1.1M 0.23% +70.0 +1.6% $251.62 +5.7%
34 ARM ARM HOLDINGS PLC Technology 2,887.0 $1.0M 0.21% +603.0 +26.4% $354.52 -29.7%
35 BA BOEING CO Industrials 4,516.0 $978K 0.20% +149.0 +3.4% $216.49 +2.6%
36 EME EMCOR GROUP INC Industrials 1,106.0 $918K 0.19% +266.0 +31.7% $829.73 -2.9%
37 HOOD ROBINHOOD MKTS INC Financial Services 8,618.0 $864K 0.18% +5K +154.7% $100.28 -4.5%
38 BLK BLACKROCK INC Financial Services 710.0 $683K 0.14% +12.0 +1.7% $961.57 +20.5%
39 ONDS ONDAS INC Technology 67,957.0 $560K 0.12% +4K +5.5% $8.24 +8.0%
40 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 51,004.0 $557K 0.11% +6K +13.3% $10.92 -7.6%
Page 2 of 3  ·  60 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 41.1%
Financial Services 24.5%
Communication Services 8.9%
Consumer Cyclical 7.6%
Industrials 6.6%
Healthcare 6.0%
Consumer Defensive 2.6%
Utilities 1.7%
Energy 0.8%
Real Estate 0.2%