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Portfolio (Quarterly) Guide ↗

Parisi Gray Wealth Management

· CIK 0001716659
13F Portfolio $440M AUM 135 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 49 Added 21 Reduced 3 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVAV AEROVIRONMENT INC Industrials 1,086.0 $263K 0.06% +262.0 +31.8% $241.81 -23.9%
42 TRGP TARGA RES CORP Energy 1,399.0 $258K 0.06% +8.0 +0.6% $184.54 +47.2%
43 CDNS CADENCE DESIGN SYSTEM INC Technology 806.0 $252K 0.06% +205.0 +34.1% $312.73 +21.7%
44 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 8,956.0 $243K 0.06% +3K +45.1% $27.15 -28.2%
45 SPTM SPDR SERIES TRUST 2,804.0 $231K 0.05% +17.0 +0.6% $82.49 +10.1%
46 UYG PROSHARES TR 2,462.0 $226K 0.05% +198.0 +8.8% $91.79 -11.9%
47 NFLX NETFLIX INC Communication Services 2,401.0 $225K 0.05% +2K +900.4% $93.77 -6.1%
48 COP CONOCOPHILLIPS Energy 2,201.0 $206K 0.05% +15.0 +0.7% $93.61 +25.0%
49 BBAI BIGBEAR AI HLDGS INC Technology 30,325.0 $164K 0.04% +8K +37.2% $5.40 -22.4%
Page 3 of 3  ·  49 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 40.0%
Financial Services 26.6%
Communication Services 9.7%
Consumer Cyclical 8.5%
Healthcare 6.1%
Industrials 4.1%
Consumer Defensive 2.8%
Utilities 1.5%
Energy 0.5%
Real Estate 0.2%