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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 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AROC ARCHROCK INC Energy 5,298.0 $216K 0.04% NEW $40.71 -20.7%
22 LUNR INTUITIVE MACHINES INC Industrials 9,917.0 $212K 0.04% NEW $21.39 -16.2%
23 DOV DOVER CORP Industrials 934.0 $209K 0.04% NEW $224.25 -10.9%
24 R RYDER SYS INC Industrials 762.0 $201K 0.04% NEW $263.67 -6.0%
25 RDW REDWIRE CORPORATION Industrials 12,700.0 $155K 0.03% NEW $12.23 -3.8%
26 MNTS MOMENTUS INC Industrials 12,154.0 $82K 0.02% NEW $6.72 -38.5%
27 LTRX LANTRONIX INC Technology 11,107.0 $65K 0.01% NEW $5.88 +3.2%
Page 2 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%