Fund HoldingsParagon Capital Management LLC

Total Portfolio Value
$174.77M
Total Bought
$578.8K
Total Sold
$18.61M
Net Transaction
-$18.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CASEYS GEN STORES INC(CASY)26,70825,883-82510,58311,2346.43%+652
JOHNSON & JOHNSON(JNJ)31,18930,434-7554,5115,0472.89%+537
SPDR S&P 500 ETF TR(SPY)0920+92005150.29%+515
CONOCOPHILLIPS(COP)78,14077,230-9107,7498,1114.64%+362
MCDONALDS CORP(MCD)26,21725,478-7397,6007,9594.55%+359
INTERNATIONAL BUSINESS MACHS(IBM)18,12517,398-7273,9844,3262.48%+342
BERKSHIRE HATHAWAY INC DEL2,9442,94401,3341,5680.90%+233
VISA INC(V)9,6359,345-2903,0453,2751.87%+230
DEVON ENERGY CORP NEW(DVN)35,01534,254-7611,1461,2810.73%+135
CHEVRON CORP NEW(CVX)8,4547,980-4741,2241,3350.76%+110
PHILLIPS 66(PSX)13,26712,989-2781,5121,6040.92%+92
CISCO SYS INC(CSCO)103,765100,914-2,8516,1436,2273.56%+85
KENVUE INC(KVUE)45,31143,362-1,9499671,0400.59%+72
INTEL CORP(INTC)66,33661,407-4,9291,3301,3950.80%+65
AT&T INC(T)10,50010,50002392970.17%+58
RTX CORPORATION(RTX)2,9252,861-643383790.22%+40
SHELL PLC(SHEL)5,2314,906-3253283600.21%+32
XCEL ENERGY INC(XEL)3,9313,93102652780.16%+13
BRISTOL-MYERS SQUIBB CO(BMY)19,24117,994-1,2471,0881,0970.63%+9
NVIDIA CORPORATION(NVDA)2,4773,017+5403333270.19%-6
COMMERCE BANCSHARES INC(CBSH)40,66340,623-402,5342,5281.45%-6
LOWES COS INC(LOW)1,0711,07102642500.14%-15
SCHWAB STRATEGIC TR8,7708,786+162602410.14%-20
SPDR S&P MIDCAP 400 ETF TR(MDY)57057003253040.17%-21
PROCTER AND GAMBLE CO(PG)2,3682,205-1633973760.22%-21
GOLDMAN SACHS ETF TR8,6528,478-1746686450.37%-23
CANADIAN PACIFIC KANSAS CITY(CP)3,4163,074-3422472160.12%-31
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,4981,502+43493100.18%-38
CITIGROUP INC(C)15,05814,373-6851,0601,0200.58%-40
VANGUARD INDEX FDS2,0241,988-364874410.25%-46
ISHARES TR2,8592,703-1563292830.16%-47
SPDR SER TR
SP O&G EXPL PRO
7,1326,758-3749448900.51%-54
HOME DEPOT INC(HD)1,1431,041-1024453820.22%-63
WALMART INC(WMT)7,2476,726-5216555900.34%-64
JPMORGAN CHASE & CO.(JPM)1,4741,150-3243532820.16%-71
EXXON MOBIL CORP8,1196,703-1,4168737970.46%-76
BANK AMERICA CORP28,91727,765-1,1521,2711,1590.66%-112
COSTCO WHSL CORP NEW(COST)19,49518,723-77217,86317,70810.13%-156
UMB FINL CORP(UMBF)13,26313,26301,4971,3410.77%-156
TJX COS INC NEW(TJX)45,79144,086-1,7055,5325,3703.07%-162
AMENTUM HOLDINGS INC50,09648,072-2,0241,0548750.50%-179
ADOBE INC(ADBE)4700-4702090-209
ORACLE CORP(ORCL)1,3180-1,3182200-220
ABBVIE INC(ABBV)1,2600-1,2602240-224
BROADCOM INC(AVGO)9710-9712250-225
ISHARES TR9,0958,698-3972,0101,7350.99%-274
ALPHABET INC(GOOG)13,52613,106-4202,5762,0481.17%-528
NIKE INC(NKE)59,25957,557-1,7024,4843,6542.09%-830
JACOBS SOLUTIONS INC(J)48,99946,805-2,1946,5475,6583.24%-889
FEDEX CORP(FDX)23,40222,769-6336,5845,5513.18%-1,033
AMAZON COM INC(AMZN)47,90246,292-1,61010,5098,8085.04%-1,702
ISHARES TR64,00660,189-3,81720,62018,46210.56%-2,158
MICROSOFT CORP(MSFT)43,79841,761-2,03718,46115,6778.97%-2,784
APPLE INC(AAPL)90,93087,833-3,09722,77119,51011.16%-3,260
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