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Portfolio (Quarterly) Guide ↗

Parker Financial LLC

· CIK 0001965668
13F Portfolio $250M AUM 37 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 15 Added 13 Reduced 1 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 1,040.0 $679K 0.27% -582.0 -35.9% $653.06 +14.1%
22 VEU VANGUARD INTL EQUITY INDEX F 8,678.0 $652K 0.26% -608.0 -6.5% $75.10 +11.6%
23 VIGI VANGUARD WHITEHALL FDS 6,624.0 $586K 0.23% -423.0 -6.0% $88.46 +5.9%
24 NOC NORTHROP GRUMMAN CORP Industrials 827.0 $564K 0.23% $682.24 -19.3%
25 MINT PIMCO ETF TR 4,841.0 $487K 0.20% NEW $100.57 +0.0%
26 AVGO BROADCOM INC Technology 1,554.0 $481K 0.19% +19.0 +1.2% $309.51 +23.4%
27 PEP PEPSICO INC Consumer Defensive 3,072.0 $477K 0.19% NEW $155.30 -7.1%
28 SPY STATE STR SPDR S&P 500 ETF T Financial Services 721.0 $469K 0.19% $650.34 +14.1%
29 TIP ISHARES TR 4,102.0 $453K 0.18% -235.0 -5.4% $110.36 -0.7%
30 QQQ INVESCO QQQ TR Financial Services 750.0 $433K 0.17% $577.18 +25.0%
31 PWV INVESCO EXCHANGE TRADED FD T 5,917.0 $412K 0.17% -411.0 -6.5% $69.71 +10.2%
32 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 358.0 $357K 0.14% NEW $996.76 -1.4%
33 SBUX STARBUCKS CORP Consumer Cyclical 3,806.0 $341K 0.14% -409.0 -9.7% $89.59 +15.0%
34 VNQ VANGUARD INDEX FDS 3,469.0 $308K 0.12% -195.0 -5.3% $88.70 +11.1%
35 QCOM QUALCOMM INC Technology 2,186.0 $281K 0.11% $128.76 +64.4%
36 UNP UNION PAC CORP Industrials 1,153.0 $280K 0.11% -7.0 -0.6% $242.62 +10.6%
37 LLY ELI LILLY & CO Healthcare 219.0 $201K 0.08% NEW $919.77 +23.2%
Page 2 of 2  ·  37 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 44.8%
Consumer Cyclical 17.8%
Financial Services 12.1%
Industrials 11.3%
Consumer Defensive 11.2%
Healthcare 2.7%