Fund HoldingsParagon Capital Management Ltd

Total Portfolio Value
$564.80M
Total Bought
$64.76M
Total Sold
$19.83M
Net Transaction
+$44.94M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
COINBASE GLOBAL INC(COIN)146,087231,660+85,57325,40761,41810.87%+36,010
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
939,601956,520+16,91950,81457,79310.23%+6,979
VANGUARD SPECIALIZED FUNDS346,601345,927-67459,06163,17011.18%+4,109
PACER FDS TR
US CASH COWS 100
394,169421,418+27,24920,49324,4894.34%+3,996
SALESFORCE INC(CRM)76,08176,081020,02022,9144.06%+2,894
AIRBNB INC0417,215+417,215068,82412.19%+68,824
MICROSOFT CORP(MSFT)71,08469,299-1,78526,73129,1565.16%+2,425
ISHARES TR
MSCI INTL QUALTY
527,435544,549+17,11419,81021,5973.82%+1,786
OKTA INC(OKTA)124,300124,200-10011,25312,9942.30%+1,741
LYFT INC(LYFT)283,742283,74204,2535,4900.97%+1,237
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0305,871+305,871017,9093.17%+17,909
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
018,727+18,72707720.14%+772
SPDR S&P 500 ETF TR(SPY)17,03216,835-1978,0958,8061.56%+711
VANGUARD INDEX FDS43,33443,640+3066,4797,1071.26%+629
SCHWAB STRATEGIC TR08,858+8,85805970.11%+597
DIGITALOCEAN HLDGS INC(DOCN)376,566376,266-30013,81614,3662.54%+550
SCHWAB STRATEGIC TR09,381+9,38105350.09%+535
BROOKFIELD INFRASTRUCTURE CO(BIPC)114,986127,388+12,4024,0574,5910.81%+534
VANGUARD INDEX FDS0993+99304770.08%+477
SCHWAB STRATEGIC TR08,089+8,08903980.07%+398
SCHWAB STRATEGIC TR09,778+9,77803820.07%+382
SCHWAB STRATEGIC TR010,753+10,75303810.07%+381
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
09,635+9,63503710.07%+371
INVESCO EXCH TRADED FD TR II018,298+18,29803560.06%+356
INVESCO EXCH TRADED FD TR II07,111+7,11103530.06%+353
VANGUARD MUN BD FDS03,304+3,30403310.06%+331
VANGUARD MUN BD FDS101,116108,232+7,1165,1625,4770.97%+315
ENERGY TRANSFER L P(ET)55,89068,724+12,8347711,0810.19%+310
FRONTLINE PLC(FRO)013,098+13,09803060.05%+306
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
73,09375,696+2,6032,0462,3490.42%+303
ISHARES TR62,63162,716+854,7195,0090.89%+289
SCHWAB STRATEGIC TR09,763+9,76302710.05%+271
ELI LILLY & CO(LLY)01,400+1,40001,0890.19%+1,089
ALPHABET INC(GOOG)01,692+1,69202550.05%+255
HARTFORD FINL SVCS GROUP INC(HIG)02,456+2,45602530.04%+253
SCHWAB STRATEGIC TR06,984+6,98402500.04%+250
ISHARES INC
CORE MSCI EMKT
04,825+4,82502490.04%+249
INTERNATIONAL BUSINESS MACHS(IBM)01,281+1,28102450.04%+245
SCHWAB STRATEGIC TR03,931+3,93102440.04%+244
WILLIAMS SONOMA INC(WSM)2,0332,037+44106470.11%+237
ROBINHOOD MKTS INC(HOOD)31,45431,45404016330.11%+232
HELMERICH & PAYNE INC(HP)05,464+5,46402300.04%+230
COMMERCIAL METALS CO(CMC)03,887+3,88702280.04%+228
REINSURANCE GRP OF AMERICA I(RGA)01,166+1,16602250.04%+225
SCHWAB STRATEGIC TR06,257+6,25702230.04%+223
APPLIED MATLS INC01,079+1,07902230.04%+223
SELECT SECTOR SPDR TR
ST STR ENERG ETF
02,321+2,32102190.04%+219
UNUM GROUP(UNM)03,945+3,94502120.04%+212
MARATHON OIL CORP07,455+7,45502110.04%+211
KLA CORP(KLAC)0302+30202110.04%+211
CIVITAS RESOURCES INC02,683+2,68302040.04%+204
AXIS CAP HLDGS LTD
SHS
03,107+3,10702020.04%+202
CNA FINL CORP(CNA)04,429+4,42902010.04%+201
ISHARES INC
MSCI JAPAN ETF
031,428+31,42802,2420.40%+2,242
SPDR S&P MIDCAP 400 ETF TR(MDY)3,4003,40001,7251,8920.33%+167
ABBVIE INC(ABBV)8,3667,923-4431,2971,4430.26%+146
AMERICAN CENTY ETF TR32,00932,087+782,8743,0070.53%+132
ORACLE CORP(ORCL)09,560+9,56001,2010.21%+1,201
FISERV INC(FISV)4,8004,80006387670.14%+130
PROCTER AND GAMBLE CO(PG)8,9678,896-711,3141,4430.26%+129
MARATHON PETE CORP(MPC)02,285+2,28504600.08%+460
MERCK & CO INC(MRK)4,8384,846+85286390.11%+112
JPMORGAN CHASE & CO(JPM)3,7503,687-636387390.13%+101
BROADCOM INC(AVGO)1,077978-991,2031,2970.23%+94
DISNEY WALT CO(DIS)4,3953,985-4103974880.09%+91
PHILLIPS 66(PSX)02,852+2,85204660.08%+466
GENERAL ELECTRIC CO(GE)1,8281,82802333210.06%+88
JACKSON FINANCIAL INC(JXN)5,0595,103+442593380.06%+79
ISHARES TR05,379+5,37909640.17%+964
AMERICAN CENTY ETF TR07,345+7,34504840.09%+484
DEVON ENERGY CORP NEW(DVN)015,039+15,03907550.13%+755
SM ENERGY CO(SM)06,463+6,46303220.06%+322
PBF ENERGY INC(PBF)05,278+5,27803040.05%+304
TOLL BROTHERS INC(TOL)2,6982,702+42773500.06%+72
PULTE GROUP INC(PHM)4,1154,119+44254970.09%+72
T-MOBILE US INC(TMUS)23,88423,88403,8293,8980.69%+69
ISHARES TR
CORE MSCI EAFE
17,60317,60301,2381,3070.23%+68
VALERO ENERGY CORP(VLO)01,608+1,60802750.05%+275
US BANCORP DEL(USB)6,7267,996+1,2702913570.06%+66
WALMART INC(WMT)4,20412,117+7,9136637290.13%+66
NVIDIA CORPORATION(NVDA)643422-2213183810.07%+63
WESTROCK CO07,233+7,23303580.06%+358
VANGUARD TAX-MANAGED FDS24,55524,586+311,1761,2340.22%+57
BOISE CASCADE CO DEL(BCC)02,318+2,31803560.06%+356
MOLSON COORS BEVERAGE CO(TAP)08,489+8,48905710.10%+571
STEEL DYNAMICS INC(STLD)01,773+1,77302630.05%+263
POET TECHNOLOGIES INC(POET)0107,600+107,60001470.03%+147
ISHARES TR3,5094,327+8182032490.04%+46
WASTE MGMT INC DEL(WM)1,2901,293+32312760.05%+44
AMERICAN EXPRESS CO(AXP)1,0871,08702042470.04%+44
MARRIOTT INTL INC NEW(MAR)1,5321,533+13463870.07%+41
SCORPIO TANKERS INC(STNG)03,675+3,67502630.05%+263
ASE TECHNOLOGY HLDG CO LTD(ASX)024,193+24,19302660.05%+266
CENCORA INC1,0071,00702072450.04%+38
LEVI STRAUSS & CO NEW(LEVI)010,164+10,16402030.04%+203
M D C HLDGS INC4,3284,359+312392740.05%+35
CENOVUS ENERGY INC(CVE)010,490+10,49002100.04%+210
ISHARES TR5,0574,999-583433770.07%+34
AMERICAN INTL GROUP INC03,213+3,21302510.04%+251
KB HOME(KBH)3,8543,864+102412740.05%+33
Page 1 of 1