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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 6 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO COCA COLA CO Consumer Defensive 5,347.0 $435K 0.09% $81.27 +11.2%
102 COF CAPITAL ONE FINL CORP Financial Services 2,112.0 $424K 0.09% +394.0 +22.9% $200.66 +10.0%
103 RTX RTX CORPORATION Industrials 2,210.0 $419K 0.09% +183.0 +9.0% $189.69 +16.2%
104 DIA STATE STR SPDR DOW JONES IND Financial Services 774.0 $404K 0.08% -8.0 -1.0% $522.31 +2.3%
105 PL PLANET LABS PBC Industrials 12,131.0 $402K 0.08% NEW $33.13 -31.7%
106 CVX CHEVRON CORPORATION Energy 2,297.0 $381K 0.08% $165.74 +24.2%
107 TRGP TARGA RES CORP Energy 1,412.0 $379K 0.08% +13.0 +0.9% $268.20 +10.8%
108 SNDK SANDISK CORP Technology 164.0 $373K 0.08% NEW $2273.73 -31.0%
109 CMCSA COMCAST CORP NEW Communication Services 15,108.0 $371K 0.08% -847.0 -5.3% $24.55 +8.3%
110 CDNS CADENCE DESIGN SYSTEM INC Technology 935.0 $351K 0.07% +129.0 +16.0% $375.23 -16.1%
111 ASTS AST SPACEMOBILE INC Technology 3,908.0 $347K 0.07% NEW $88.86 -25.2%
112 BLACKROCK ETF TRUST II 6,887.0 $343K 0.07% -1K -17.1% $49.80
113 ACWV ISHARES INC 2,711.0 $326K 0.07% $120.23 +5.6%
114 LMND LEMONADE INC Financial Services 4,988.0 $324K 0.07% NEW $65.05 -21.2%
115 WDC WESTERN DIGITAL CORP Technology 496.0 $317K 0.07% NEW $638.54 -27.6%
116 QBTS D-WAVE QUANTUM INC Technology 13,008.0 $312K 0.06% +3K +25.0% $23.99 -19.4%
117 MCK MCKESSON CORP Healthcare 396.0 $299K 0.06% +6.0 +1.5% $755.93 +12.9%
118 XOM EXXON MOBIL CORP Energy 2,138.0 $292K 0.06% -134.0 -5.9% $136.74 +20.5%
119 XLY SELECT SECTOR SPDR TR 2,490.0 $292K 0.06% -72.0 -2.8% $117.26 +1.1%
120 IVLU ISHARES TR 6,981.0 $292K 0.06% +588.0 +9.2% $41.82 +5.3%
Page 6 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%