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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDLZ MONDELEZ INTL INC Consumer Defensive 5,965.0 $321K 0.20% NEW $53.83 +13.8%
62 SPTM SPDR SERIES TRUST 3,813.0 $315K 0.19% NEW $82.49 +10.3%
63 CPRT COPART INC Industrials 8,000.0 $313K 0.19% NEW $39.15 -15.1%
64 DFAT DIMENSIONAL ETF TRUST 5,082.0 $303K 0.19% NEW $59.54 +13.4%
65 KO COCA COLA CO Consumer Defensive 3,941.0 $275K 0.17% NEW $69.90 +15.2%
66 QQQ INVESCO QQQ TR Financial Services 440.0 $270K 0.17% NEW $614.31 +18.9%
67 XOM EXXON MOBIL CORP Energy 2,224.0 $268K 0.17% NEW $120.35 +24.5%
68 ITOT ISHARES TR 1,783.0 $265K 0.16% NEW $148.69 +10.4%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 1,400.0 $249K 0.15% NEW $177.75 -23.2%
70 DIS DISNEY WALT CO Communication Services 1,992.0 $227K 0.14% NEW $113.78 -9.2%
71 EBAY EBAY INC. Consumer Cyclical 2,588.0 $225K 0.14% NEW $87.10 +32.4%
72 FVD FIRST TR EXCHANGE-TRADED FD 4,688.0 $216K 0.13% NEW $46.08 +3.7%
73 INTC INTEL CORP Technology 5,720.0 $211K 0.13% NEW $36.90 +234.7%
74 CINF CINCINNATI FINL CORP Financial Services 1,256.0 $205K 0.13% NEW $163.32 +2.3%
75 SNAP SNAP INC Communication Services 10,310.0 $83K 0.05% NEW $8.07 -28.8%
Page 4 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%