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Portfolio (Quarterly) Guide ↗

PARAGON FINANCIAL PARTNERS, INC.

· CIK 0001910845
13F Portfolio $177M AUM 77 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 19 Added 8 Reduced 1 Exited
Page 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 YUM YUM BRANDS INC Consumer Cyclical 3,466.0 $560K 0.32% $161.57 -4.0%
42 VGT VANGUARD WORLD FD 699.0 $538K 0.30% $769.87 -84.7%
43 VTI VANGUARD INDEX FDS 1,441.0 $494K 0.28% $342.70 +7.8%
44 VIG VANGUARD SPECIALIZED FUNDS 2,188.0 $491K 0.28% $224.39 +4.0%
45 IGM ISHARES TR 3,658.0 $486K 0.28% $132.80 +21.3%
46 GOOG ALPHABET INC Communication Services 1,443.0 $477K 0.27% $330.49 +16.4%
47 JNJ JOHNSON & JOHNSON Healthcare 1,977.0 $475K 0.27% $240.10 -4.1%
48 CALL INTEL CORP 10,000.0 $466K 0.26% NEW $46.63
49 MCK MCKESSON CORP Healthcare 537.0 $463K 0.26% $862.79 -12.6%
50 EXC EXELON CORP Utilities 9,326.0 $454K 0.26% $48.66 -5.4%
51 SBUX STARBUCKS CORP Consumer Cyclical 4,352.0 $429K 0.24% $98.47 +3.0%
52 IYJ ISHARES TR 2,665.0 $421K 0.24% $157.79 +0.2%
53 JPM JPMORGAN CHASE & CO Financial Services 1,344.0 $418K 0.24% $311.17 -1.4%
54 BA BOEING CO Industrials 1,850.0 $414K 0.23% -200.0 -9.8% $223.77 -2.2%
55 SHW SHERWIN WILLIAMS CO Basic Materials 1,209.0 $403K 0.23% $333.60 -6.7%
56 CRWD CROWDSTRIKE HLDGS INC Technology 1,000.0 $398K 0.23% -100.0 -9.1% $398.49 +68.5%
57 XLP SELECT SECTOR SPDR TR 4,644.0 $378K 0.21% $81.47 +2.6%
58 ABBV ABBVIE INC Healthcare 1,797.0 $378K 0.21% $210.28 +1.3%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 1,545.0 $371K 0.21% $240.27 +4.3%
60 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,800.0 $371K 0.21% $42.13 +2.0%
Page 3 of 4  ·  77 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 38.6%
Financial Services 32.1%
Consumer Cyclical 8.9%
Communication Services 7.5%
Consumer Defensive 6.5%
Healthcare 2.0%
Utilities 1.6%
Basic Materials 1.6%
Industrials 0.8%
Energy 0.4%