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Portfolio (Quarterly) Guide ↗

PARAGON FINANCIAL PARTNERS, INC.

· CIK 0001910845
13F Portfolio $163M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VGT VANGUARD WORLD FD 698.0 $526K 0.32% NEW $753.89 -84.3%
42 YUM YUM BRANDS INC Consumer Cyclical 3,466.0 $524K 0.32% NEW $151.28 +1.8%
43 CRWD CROWDSTRIKE HLDGS INC Technology 1,100.0 $516K 0.32% NEW $468.76 +43.3%
44 VTI VANGUARD INDEX FDS 1,438.0 $482K 0.30% NEW $335.36 +10.2%
45 VIG VANGUARD SPECIALIZED FUNDS 2,184.0 $480K 0.29% NEW $219.81 +6.1%
46 IGM ISHARES TR 3,657.0 $472K 0.29% NEW $129.16 +24.7%
47 IBM INTERNATIONAL BUSINESS MACHS Technology 1,545.0 $458K 0.28% NEW $296.21 -15.4%
48 GOOG ALPHABET INC Communication Services 1,442.0 $453K 0.28% NEW $313.83 +22.6%
49 BA BOEING CO Industrials 2,050.0 $445K 0.27% NEW $217.12 +0.8%
50 MCK MCKESSON CORP Healthcare 537.0 $440K 0.27% NEW $820.29 -7.9%
51 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,800.0 $437K 0.27% NEW $49.65 -13.4%
52 JPM JPMORGAN CHASE & CO. Financial Services 1,344.0 $433K 0.27% NEW $322.10 -4.8%
53 ABBV ABBVIE INC Healthcare 1,797.0 $410K 0.25% NEW $228.43 -6.7%
54 JNJ JOHNSON & JOHNSON Healthcare 1,977.0 $409K 0.25% NEW $206.95 +11.2%
55 EXC EXELON CORP Utilities 9,326.0 $407K 0.25% NEW $43.59 +5.6%
56 IYJ ISHARES TR 2,664.0 $395K 0.24% NEW $148.14 +6.8%
57 SHW SHERWIN WILLIAMS CO Basic Materials 1,209.0 $392K 0.24% NEW $324.03 -3.9%
58 SBUX STARBUCKS CORP Consumer Cyclical 4,351.0 $366K 0.23% NEW $84.21 +20.4%
59 XLP SELECT SECTOR SPDR TR 4,625.0 $359K 0.22% NEW $77.68 +7.7%
60 MRK MERCK & CO INC Healthcare 3,081.0 $324K 0.20% NEW $105.26 +13.8%
Page 3 of 4  ·  75 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 39.6%
Financial Services 31.7%
Consumer Cyclical 9.1%
Communication Services 7.1%
Consumer Defensive 6.2%
Healthcare 1.9%
Utilities 1.8%
Basic Materials 1.3%
Industrials 0.9%
Energy 0.3%