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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 4 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PANW PALO ALTO NETWORKS INC Technology 4,337.0 $1.5M 0.30% -179.0 -4.0% $341.01 +5.5%
62 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 18,120.0 $1.5M 0.30% $81.16 -7.2%
63 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,141.0 $1.5M 0.30% +8K +2404.9% $178.24 +19.5%
64 AMGN AMGEN INC Healthcare 3,972.0 $1.4M 0.29% -37.0 -0.9% $362.13 +22.2%
65 ROST ROSS STORES INC Consumer Cyclical 6,712.0 $1.4M 0.29% $212.85 +10.3%
66 V VISA INC Financial Services 3,943.0 $1.4M 0.28% -56.0 -1.4% $343.12 +6.5%
67 IWD ISHARES TR 5,333.0 $1.3M 0.27% -173.0 -3.1% $242.42 +6.7%
68 PDI PIMCO DYNAMIC INCOME FD Financial Services 76,006.0 $1.3M 0.26% +4K +4.9% $16.70 -9.0%
69 MTB M & T BK CORP Financial Services 5,324.0 $1.3M 0.26% $238.01 +2.7%
70 FNB F N B CORP Financial Services 65,656.0 $1.3M 0.26% $19.08 -2.7%
71 SPACE EXPLORATION TECHN CORP 7,321.0 $1.3M 0.26% NEW $170.86
72 FITB FIFTH THIRD BANCORP Financial Services 21,161.0 $1.2M 0.24% +111.0 +0.5% $56.37 -2.5%
73 MKL MARKEL GROUP INC Financial Services 610.0 $1.2M 0.24% $1951.63 -8.0%
74 BAC BANK OF AMER CORP Financial Services 20,783.0 $1.2M 0.24% +207.0 +1.0% $56.98 +10.9%
75 HONEYWELL INTL INC 5,146.0 $1.2M 0.24% NEW $223.90
76 HONEYWELL AEROSPACE INC 5,146.0 $1.1M 0.23% NEW $221.08
77 ABBV ABBVIE INC Healthcare 4,499.0 $1.1M 0.23% +70.0 +1.6% $251.62 +5.7%
78 ARM ARM HOLDINGS PLC Technology 2,887.0 $1.0M 0.21% +603.0 +26.4% $354.52 -29.7%
79 BSV VANGUARD BD INDEX FDS 13,082.0 $1.0M 0.21% NEW $77.91 -0.3%
80 ARKQ ARK ETF TR 7,423.0 $981K 0.20% NEW $132.22 -4.7%
Page 4 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%