Fund HoldingsParagon Capital Management LLC

Total Portfolio Value
$194.68M
Total Bought
$15.89M
Total Sold
$17.81M
Net Transaction
-$1.92M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)41,76140,986-77515,67720,38710.47%+4,710
WALMART INC(WMT)6,72633,437+26,7115903,2691.68%+2,679
NVIDIA CORPORATION(NVDA)3,01716,516+13,4993272,6091.34%+2,282
STELLAR BANCORP INC065,848+65,84801,8420.95%+1,842
ISHARES TR60,18959,397-79218,46220,17010.36%+1,707
UNITEDHEALTH GROUP INC(UNH)05,195+5,19501,6210.83%+1,621
CASEYS GEN STORES INC(CASY)25,88324,957-92611,23412,7356.54%+1,501
CHEVRON CORP NEW(CVX)7,98017,783+9,8031,3352,5461.31%+1,211
AMAZON COM INC(AMZN)46,29245,439-8538,8089,9695.12%+1,161
CATERPILLAR INC(CAT)02,600+2,60001,0090.52%+1,009
ADOBE INC(ADBE)02,487+2,48709620.49%+962
INTERNATIONAL BUSINESS MACHS(IBM)17,39817,056-3424,3265,0282.58%+701
CITIGROUP INC(C)14,37318,303+3,9301,0201,5580.80%+538
BOEING CO(BA)02,150+2,15004500.23%+450
UNION PAC CORP(UNP)01,597+1,59703670.19%+367
NIKE INC(NKE)57,55756,399-1,1583,6544,0072.06%+353
CISCO SYS INC(CSCO)100,91494,374-6,5406,2276,5483.36%+320
BROADCOM INC(AVGO)01,141+1,14103150.16%+315
ALPHABET INC(GOOG)01,736+1,73603060.16%+306
UMB FINL CORP(UMBF)13,26315,603+2,3401,3411,6410.84%+300
JACOBS SOLUTIONS INC(J)46,80545,156-1,6495,6585,9363.05%+277
AMENTUM HOLDINGS INC48,07248,710+6388751,1500.59%+275
JOHNSON & JOHNSON(JNJ)30,43434,807+4,3735,0475,3172.73%+270
ORACLE CORP(ORCL)01,230+1,23002690.14%+269
BERKSHIRE HATHAWAY INC DEL2,9443,769+8251,5681,8310.94%+263
ALPHABET INC(GOOG)13,10612,936-1702,0482,2951.18%+247
EXXON MOBIL CORP6,7039,128+2,4257979840.51%+187
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,5021,863+3613104720.24%+162
BANK AMERICA CORP27,76527,615-1501,1591,3070.67%+148
ISHARES TR8,6988,717+191,7351,8810.97%+146
JPMORGAN CHASE & CO.(JPM)1,1501,225+752823550.18%+73
GOLDMAN SACHS ETF TR8,4788,525+476456950.36%+50
RTX CORPORATION(RTX)2,8612,815-463794110.21%+32
VANGUARD INDEX FDS1,9881,98804414710.24%+30
CANADIAN PACIFIC KANSAS CITY(CP)3,0743,07402162440.13%+28
AT&T INC(T)10,50010,900+4002973150.16%+19
SCHWAB STRATEGIC TR8,7868,967+1812412570.13%+16
SPDR S&P MIDCAP 400 ETF TR(MDY)570563-73043190.16%+15
ISHARES TR2,7032,70302832950.15%+13
HOME DEPOT INC(HD)1,0411,018-233823730.19%-8
XCEL ENERGY INC(XEL)3,9313,93102782680.14%-11
LOWES COS INC(LOW)1,0711,07102502380.12%-12
COMMERCE BANCSHARES INC(CBSH)40,62340,448-1752,5282,5151.29%-13
VISA INC(V)9,3459,152-1933,2753,2501.67%-26
SHELL PLC(SHEL)4,9064,681-2253603300.17%-30
PHILLIPS 66(PSX)12,98913,124+1351,6041,5660.80%-38
PROCTER AND GAMBLE CO(PG)2,2052,065-1403763290.17%-47
SPDR SERIES TRUST
SP O&G EXPL PRO
6,7586,459-2998908130.42%-78
TJX COS INC NEW(TJX)44,08642,741-1,3455,3705,2782.71%-92
INTEL CORP(INTC)61,40757,305-4,1021,3951,2840.66%-111
KENVUE INC(KVUE)43,36242,601-7611,0408920.46%-148
DEVON ENERGY CORP NEW(DVN)34,25433,910-3441,2811,0790.55%-202
BRISTOL-MYERS SQUIBB CO(BMY)17,99418,497+5031,0978560.44%-241
SPDR S&P 500 ETF TR(SPY)9200-9205150-515
MCDONALDS CORP(MCD)25,47825,036-4427,9597,3153.76%-644
FEDEX CORP(FDX)22,76921,282-1,4875,5514,8382.48%-713
COSTCO WHSL CORP NEW(COST)18,72316,953-1,77017,70816,7838.62%-925
CONOCOPHILLIPS(COP)77,23075,547-1,6838,1116,7803.48%-1,331
APPLE INC(AAPL)87,83386,540-1,29319,51017,7569.12%-1,755
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