Fund Holdings — Paragon Capital Management Ltd

Total Portfolio Value
$476.00M
Total Bought
$10.64M
Total Sold
$27.57M
Net Transaction
-$16.93M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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DIGITALOCEAN HLDGS INC(DOCN)307,842307,842014,81326,4075.55%+11,593
PACER FDS TR
US CASH COWS 100
423,400423,940+54025,47626,5225.57%+1,046
VANGUARD WORLD FD27,26036,384+9,1241,9522,6100.55%+657
VANGUARD INTL EQUITY INDEX F04,519+4,51906250.13%+625
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
223,815230,103+6,2887,7108,3251.75%+615
VANGUARD WORLD FD44,73952,609+7,8705,4125,9061.24%+495
WISDOMTREE TR(WT)05,437+5,43704780.10%+478
WISDOMTREE TR(WT)07,642+7,64204080.09%+408
VANGUARD INDEX FDS35,26036,401+1,1416,7347,1421.50%+408
WISDOMTREE TR(WT)08,853+8,85303910.08%+391
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
04,654+4,65403850.08%+385
ISHARES TR
MSCI INTL QUALTY
608,979606,170-2,80927,67828,0235.89%+345
WISDOMTREE TR(WT)03,376+3,37603200.07%+320
CHORD ENERGY CORPORATION(CHRD)02,016+2,01602870.06%+287
AMERICAN CENTY ETF TR24,38324,787+4042,4872,7380.58%+252
AVNET INC03,908+3,90802410.05%+241
PHILLIPS 66(PSX)01,277+1,27702330.05%+233
LYONDELLBASELL INDUSTRIES NV
SHS - A -
02,812+2,81202270.05%+227
COSTCO WHOLESALE CORPORATION(COST)0221+22102210.05%+221
VERIZON COMMUNICATIONS INC(VZ)04,165+4,16502090.04%+209
AVIENT CORPORATION(AVNT)05,714+5,71402070.04%+207
HUNTINGTON BANCSHARES INC(HBAN)13,97128,694+14,7232424490.09%+207
WILLIAMS SONOMA INC(WSM)01,114+1,11402030.04%+203
ISHARES TR
ESG AWARE MSCI
10,09914,134+4,0354646650.14%+200
ENERGY TRANSFER L P(ET)68,72468,72401,1331,3260.28%+193
INVESCO EXCH TRADED FD TR II11,7857,589-4,1966738510.18%+178
NOBLE CORP PLC(NE)9,3938,915-4782654370.09%+172
EXXON MOBIL CORP3,3523,355+34035690.12%+166
DEVON ENERGY CORP NEW(DVN)14,85213,990-8625447040.15%+160
CHEVRON CORPORATION(CVX)4,5504,108-4426948500.18%+157
TEXAS INSTRS INC(TXN)7,5097,515+61,3031,4590.31%+156
WALMART INC(WMT)12,21112,077-1341,3601,5010.32%+141
CENOVUS ENERGY INC(CVE)16,07315,253-8202724050.09%+133
SPDR SERIES TRUST
ST STR SP600SM C
36,08436,043-413,2833,4090.72%+126
HONEYWELL INTL INC(HON)3,9793,97907768990.19%+123
CALIFORNIA RES CORP(CRC)5,0324,813-2192253330.07%+108
PERMIAN RESOURCES CORP(PR)16,77216,033-7392353420.07%+107
JOHNSON & JOHNSON(JNJ)2,9762,919-576167140.15%+98
NORTHROP GRUMMAN CORP(NOC)85885804895850.12%+96
VANGUARD INDEX FDS11,94112,002+612,1182,2120.46%+94
ISHARES INC
MSCI JAPAN ETF
26,36526,255-1102,1292,2170.47%+88
ENTERPRISE PRODS PARTNERS L(EPD)15,00015,00004815680.12%+87
MATADOR RES CO(MTDR)4,7134,504-2092002850.06%+85
VANGUARD TAX-MANAGED FDS16,62517,477+8521,0391,1200.24%+81
HALLIBURTON CO(HAL)8,8308,418-4122503280.07%+79
KLA CORP(KLAC)30230203674450.09%+78
BUNGE GLOBAL SA(BG)2,3802,276-1042122900.06%+77
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,6424,64202082840.06%+77
PFIZER INC(PFE)25,25424,981-2736297010.15%+73
MURPHY OIL CORP(MUR)8,7448,383-3612733460.07%+73
SPDR GOLD TR(GLD)1,6641,701+376597320.15%+72
ISHARES TR65,41465,41406,2826,3541.33%+72
AMGEN INC(AMGN)2,6202,62008589220.19%+64
ARCHER DANIELS MIDLAND CO4,6544,477-1772683250.07%+58
SLB LIMITED(SLB)5,2244,991-2332012560.05%+56
BROOKFIELD RENEWABLE CORP(BEPC)32,33932,33901,2401,2880.27%+48
COCA COLA CO(KO)7,4777,47705235690.12%+46
FEDEX CORP(FDX)855818-372472920.06%+44
BORGWARNER INC6,5026,195-3072933360.07%+43
PROSHARES TR
DJ BRKFLD GLB
7,2207,22003914330.09%+42
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,4211,626+2052723120.07%+40
AMKOR TECHNOLOGY INC11,16310,616-5474414780.10%+37
ISHARES TR19,80719,80703253620.08%+37
NOV INC(NOV)15,18814,479-7092372720.06%+35
CREDICORP LTD(BAP)980931-492813160.07%+35
EASTMAN CHEM CO(EMN)3,1903,097-932042360.05%+33
INVESCO EXCH TRADED FD TR II11,78511,853+686737050.15%+32
SPDR INDEX SHS FDS
ST STR INFRA ETF
4,8694,886+173403710.08%+32
OSHKOSH CORP(OSK)2,0721,976-962602910.06%+31
ILLINOIS TOOL WKS INC(ITW)2,0002,00004935210.11%+28
VANGUARD INDEX FDS8,3358,254-811,7651,7930.38%+28
BRISTOL-MYERS SQUIBB CO(BMY)4,1294,126-32232500.05%+28
COLGATE PALMOLIVE CO(CL)4,0764,07603223470.07%+25
STATE STR SPDR S&P MIDCAP 40(MDY)1,7001,70001,0261,0480.22%+23
XP INC(XP)13,47412,787-6872212430.05%+23
VANGUARD INTL EQUITY INDEX F8,6588,65801,2411,2620.27%+21
PEPSICO INC(PEP)1,6851,688+32422620.06%+20
ISHARES TR
CORE MSCI EAFE
17,06717,06701,5271,5450.32%+18
APPLIED MATLS INC1,029825-2042652820.06%+18
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
3,1663,186+203273420.07%+15
WEBSTER FINL CORP(WBS)4,2104,020-1902652790.06%+14
MARRIOTT INTL INC NEW(MAR)807808+12502640.06%+14
MERCK & CO INC(MRK)4,8374,346-4915095230.11%+14
SCHWAB STRATEGIC TR6,4186,41802862980.06%+12
VIATRIS INC(VTRS)22,74421,782-9622832940.06%+11
YUM BRANDS INC(YUM)2,5092,50903803900.08%+11
ABRDN EMERGING MARKETS EX CH(AEF)15,21516,046+8311071170.02%+10
FEDERATED HERMES INC(FHI)4,7024,492-2102452550.05%+10
PROCTER & GAMBLE CO(PG)8,6598,65901,2411,2510.26%+10
ISHARES INC
CORE MSCI EMKT
3,4503,45002322410.05%+9
HOST HOTELS & RESORTS INC(HST)13,29312,752-5412362440.05%+9
SCHWAB STRATEGIC TR9,0059,00502842920.06%+8
SCHWAB STRATEGIC TR12,92212,92203523600.08%+8
SCHWAB STRATEGIC TR11,47911,47902762840.06%+8
JANUS HENDERSON GROUP PLC5,8475,552-2952782850.06%+7
POPULAR INC(BPOP)2,0611,956-1052572620.06%+6
SCHWAB STRATEGIC TR9,6269,62602742800.06%+6
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
6,8806,88003233270.07%+4
ISHARES TR1,9071,881-262692720.06%+3
LEAR CORP(LEA)2,2612,162-992592620.06%+3
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