Paragon Capital Management LLC

CIK: 0001388437SEC EDGAR →

Portfolio Value

$197.4B

Holdings

59

As of

Q4 2025

New Positions

0

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

79,976$21.7B
11.02%
2

ISHARES TR

54,814$20.5B
10.37%
3

MICROSOFT CORP

37,218$18.0B
9.12%
4

COSTCO WHSL CORP NEW

15,095$13.0B
6.59%
5

CASEYS GEN STORES INC

22,482$12.4B
6.30%
6

AMAZON COM INC

41,917$9.7B
4.90%
7

MCDONALDS CORP

22,922$7.0B
3.55%
8

CONOCOPHILLIPS

72,566$6.8B
3.44%
9

CISCO SYS INC

87,310$6.7B
3.41%
10

JOHNSON & JOHNSON

32,035$6.6B
3.36%

Quarterly Changes

Top Buys

UMBF↑ Increased
$370.4M
CAT↑ Increased
$257.4M
GOOGL↑ Increased
$238.9M
BONDNEW
$215.0M
LLYNEW
$209.0M

Top Sells

MSFT↓ Decreased
$2.8B
COST↓ Decreased
$2.3B
CASY↓ Decreased
$1.5B
J↓ Decreased
$1.3B
IWB↓ Decreased
$869.8M

New Positions (3)

$215.0M · 2K shares
$209.0M · 195 shares
$202.0M · 887 shares

Closed Positions (2)

$677.4M · 42K shares
$229.0M · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Technology9$57.1B29.0%
Consumer Cyclical7$39.0B19.7%
Financial Services16$37.3B18.9%
Consumer Defensive3$17.0B8.6%
Industrials7$14.9B7.6%
Energy6$13.8B7.0%
Healthcare5$9.6B4.9%
Communication Services3$4.7B2.4%
Unknown2$3.6B1.8%
Utilities1$290.0M0.1%