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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 7 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BRTR BLACKROCK ETF TRUST II 5,671.0 $285K 0.06% +146.0 +2.6% $50.33 -1.3%
122 PM PHILIP MORRIS INTL INC Consumer Defensive 1,565.0 $283K 0.06% $180.87 +5.0%
123 INTC INTEL CORP Technology 1,947.0 $272K 0.06% NEW $139.67 -33.6%
124 GSAT GLOBALSTAR INC Communication Services 3,333.0 $271K 0.06% $81.29 +1.4%
125 WWD WOODWARD INC Industrials 624.0 $266K 0.06% -122.0 -16.4% $425.55 -15.4%
126 WMT WALMART INC Consumer Defensive 2,339.0 $265K 0.05% +55.0 +2.4% $113.28 +0.9%
127 MOOG INC 625.0 $265K 0.05% NEW $423.74
128 HWM HOWMET AEROSPACE INC Industrials 973.0 $262K 0.05% NEW $268.85 +5.4%
129 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,202.0 $259K 0.05% +878.0 +20.3% $49.86 +21.5%
130 SPTM SPDR SERIES TRUST 2,847.0 $258K 0.05% +43.0 +1.5% $90.78 +2.8%
131 VV VANGUARD INDEX FDS 745.0 $256K 0.05% +5.0 +0.7% $343.81 +3.0%
132 QUANTINUUM INC 3,075.0 $251K 0.05% NEW $81.74
133 TRV TRAVELERS COMPANIES INC Financial Services 744.0 $246K 0.05% $330.18 +9.7%
134 SPYG SPDR SERIES TRUST 2,044.0 $243K 0.05% +68.0 +3.4% $118.99 +1.4%
135 ADI ANALOG DEVICES INC Technology 610.0 $242K 0.05% NEW $397.47 -6.1%
136 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,707.0 $240K 0.05% NEW $88.60 -35.3%
137 COP CONOCOPHILLIPS Energy 2,298.0 $239K 0.05% +97.0 +4.4% $103.97 +25.6%
138 AMKR AMKOR TECHNOLOGY INC Technology 2,656.0 $229K 0.05% NEW $86.23 -41.0%
139 PSX PHILLIPS 66 Energy 1,352.0 $229K 0.05% NEW $169.01 +43.4%
140 ETN EATON CORP PLC Industrials 535.0 $228K 0.05% NEW $426.15 -0.3%
Page 7 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%