Paragon Capital Management Ltd

CIK: 0001569765SEC EDGAR →

Portfolio Value

$502.4M

Holdings

195

As of

Q4 2025

New Positions

12

Closed Positions

18

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD SPECIALIZED FUNDS

308,695$67.8M
13.50%
2

INVESCO EXCHANGE TRADED FD T

732,231$55.0M
10.94%
3

AIRBNB INC

363,431$49.3M
9.82%
4

ISHARES TR

608,979$27.7M
5.51%
5

MICROSOFT CORP

56,795$27.5M
5.47%
6

COINBASE GLOBAL INC

119,286$27.0M
5.37%
7

PACER FDS TR

423,400$25.5M
5.07%
8

GMO ETF TRUST

389,124$15.0M
2.98%
9

DIGITALOCEAN HLDGS INC

307,842$14.8M
2.95%
10

SALESFORCE INC

52,139$13.8M
2.75%

Quarterly Changes

Top Buys

SLYV↑ Increased
$1.9M
VOE↑ Increased
$1.6M
QLTY↑ Increased
$1.5M
ESGV↑ Increased
$1.1M
IQLT↑ Increased
$849K

Top Sells

COIN↓ Decreased
$23.1M
MSFT↓ Decreased
$8.1M
WOWCLOSED
$6.7M
PINS↓ Decreased
$5.0M
CRM↓ Decreased
$4.1M

New Positions (12)

$279K · 11K shares
$236K · 5K shares
$222K · 4K shares
$221K · 3K shares
$216K · 2K shares
$212K · 2K shares
$211K · 1K shares
$210K · 2K shares
$208K · 2K shares
$205K · 607 shares
$204K · 727 shares
$200K · 5K shares

Closed Positions (18)

$6.7M · 1.3M shares
$259K · 7K shares
$242K · 2K shares
$224K · 8K shares
$223K · 3K shares
$218K · 1K shares
$215K · 232 shares
$214K · 1K shares
$212K · 4K shares
$211K · 287 shares
$206K · 2K shares
$206K · 2K shares
$205K · 953 shares
$204K · 3K shares
$204K · 3K shares
$173K · 21K shares
$123K · 11K shares
$61K · 16K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services88$308.0M61.3%
Technology24$91.4M18.2%
Consumer Cyclical15$54.3M10.8%
Communication Services7$15.7M3.1%
Unknown11$9.2M1.8%
Healthcare11$7.3M1.5%
Energy14$5.4M1.1%
Consumer Defensive8$4.7M0.9%
Industrials10$3.5M0.7%
Utilities2$1.8M0.3%
Real Estate4$938K0.2%
Basic Materials1$203K0.0%