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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLY SELECT SECTOR SPDR TR 2,490.0 $292K 0.06% -72.0 -2.8% $117.26 +1.1%
42 WWD WOODWARD INC Industrials 624.0 $266K 0.06% -122.0 -16.4% $425.55 -15.4%
43 VWO VANGUARD INTL EQUITY INDEX F 3,782.0 $226K 0.05% -276.0 -6.8% $59.69 +0.6%
44 MMM 3M CO Industrials 1,251.0 $203K 0.04% -11.0 -0.9% $161.89 +11.6%
45 NOW SERVICENOW INC Technology 2,032.0 $202K 0.04% -466.0 -18.6% $99.26 +28.1%
46 UYG PROSHARES TR 2,356.0 $202K 0.04% -106.0 -4.3% $85.56 +13.7%
Page 3 of 3  ·  46 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%