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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 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RSP INVESCO EXCHANGE TRADED FD T 12,433.0 $2.6M 0.54% +2K +21.3% $212.77 +4.5%
42 GE GE AEROSPACE Industrials 6,961.0 $2.6M 0.53% +151.0 +2.2% $373.71 -4.2%
43 CSCO CISCO SYS INC Technology 22,084.0 $2.6M 0.53% +243.0 +1.1% $117.46 -4.7%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 8,833.0 $2.5M 0.51% +242.0 +2.8% $281.22 -15.7%
45 LOW LOWES COS INC Consumer Cyclical 10,327.0 $2.3M 0.47% $220.49 +0.7%
46 QCOM QUALCOMM INC Technology 12,306.0 $2.3M 0.47% -197.0 -1.6% $184.79 -11.7%
47 CAT CATERPILLAR INC Industrials 2,052.0 $2.2M 0.45% +1K +167.5% $1065.01 -24.0%
48 DHR DANAHER CORP DEL Healthcare 11,451.0 $2.2M 0.45% -551.0 -4.6% $190.48 +11.1%
49 AXP AMERICAN EXPRESS CO Financial Services 6,405.0 $2.2M 0.45% +32.0 +0.5% $338.23 +0.7%
50 ASML ASML HLDG NV Technology 1,050.0 $2.1M 0.43% +434.0 +70.5% $1988.65 -11.6%
51 IWB ISHARES TR 4,621.0 $1.9M 0.39% -101.0 -2.1% $409.49 +3.0%
52 ORCL ORACLE CORP Technology 12,654.0 $1.9M 0.38% $146.55 -1.6%
53 ANET ARISTA NETWORKS INC Technology 10,825.0 $1.8M 0.38% +346.0 +3.3% $169.88 +10.9%
54 ITW ILLINOIS TOOL WKS INC Industrials 6,576.0 $1.8M 0.36% -36.0 -0.5% $270.46 +5.6%
55 XLK SELECT SECTOR SPDR TR 9,119.0 $1.7M 0.36% -732.0 -7.4% $190.51 -3.4%
56 IWF ISHARES TR 12,888.0 $1.6M 0.33% +10K +285.9% $124.17 -1.1%
57 RKLB ROCKET LAB CORP Industrials 15,709.0 $1.6M 0.33% +8K +103.4% $101.65 -25.2%
58 DELL DELL TECHNOLOGIES INC Technology 3,691.0 $1.6M 0.33% +57.0 +1.6% $431.43 +1.0%
59 TFLO ISHARES TR 29,737.0 $1.5M 0.31% -11K -27.3% $50.63 -0.1%
60 IEFA ISHARES TR 15,395.0 $1.5M 0.30% -111.0 -0.7% $96.58 +3.8%
Page 3 of 8  ·  155 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%