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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 7,321.0 $1.3M 0.26% NEW $170.86
2 HONEYWELL INTL INC 5,146.0 $1.2M 0.24% NEW $223.90
3 HONEYWELL AEROSPACE INC 5,146.0 $1.1M 0.23% NEW $221.08
4 BSV VANGUARD BD INDEX FDS 13,082.0 $1.0M 0.21% NEW $77.91 -0.3%
5 ARKQ ARK ETF TR 7,423.0 $981K 0.20% NEW $132.22 -4.7%
6 PL PLANET LABS PBC Industrials 12,131.0 $402K 0.08% NEW $33.13 -31.7%
7 SNDK SANDISK CORP Technology 164.0 $373K 0.08% NEW $2273.73 -31.0%
8 ASTS AST SPACEMOBILE INC Technology 3,908.0 $347K 0.07% NEW $88.86 -25.2%
9 LMND LEMONADE INC Financial Services 4,988.0 $324K 0.07% NEW $65.05 -21.2%
10 WDC WESTERN DIGITAL CORP Technology 496.0 $317K 0.07% NEW $638.54 -27.7%
11 INTC INTEL CORP Technology 1,947.0 $272K 0.06% NEW $139.67 -33.5%
12 MOOG INC 625.0 $265K 0.05% NEW $423.74
13 HWM HOWMET AEROSPACE INC Industrials 973.0 $262K 0.05% NEW $268.85 +5.5%
14 QUANTINUUM INC 3,075.0 $251K 0.05% NEW $81.74
15 ADI ANALOG DEVICES INC Technology 610.0 $242K 0.05% NEW $397.47 -6.1%
16 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,707.0 $240K 0.05% NEW $88.60 -35.3%
17 AMKR AMKOR TECHNOLOGY INC Technology 2,656.0 $229K 0.05% NEW $86.23 -41.0%
18 PSX PHILLIPS 66 Energy 1,352.0 $229K 0.05% NEW $169.01 +43.3%
19 ETN EATON CORP PLC Industrials 535.0 $228K 0.05% NEW $426.15 -0.4%
20 XLI SELECT SECTOR SPDR TR 1,176.0 $218K 0.04% NEW $185.20 -1.8%
Page 1 of 2  ·  27 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%