Parcion Private Wealth LLC Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$1.4T

Holdings

299

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (299 positions)

#StockSharesValue% PortfolioType
201
NEENEXTERA ENERGY INC
5,562$386.1M0.03%
202
DFSEDIMENSIONAL ETF TRUST
10,097$384.3M0.03%
203
ADSKAUTODESK INC
1,241$384.2M0.03%
204
SPSMSPDR SERIES TRUST
8,980$382.5M0.03%
205
RGLDROYAL GOLD INC
2,146$381.6M0.03%
206
ESSESSEX PPTY TR INC
1,343$380.6M0.03%
207
PIPRPIPER SANDLER COMPANIES
1,362$378.6M0.03%
208
ZSZSCALER INC
1,200$376.7M0.03%
209
HOODROBINHOOD MKTS INC
3,983$373.0M0.03%
210
NULGNUSHARES ETF TR
3,947$370.8M0.03%
211
ILMNILLUMINA INC
3,886$370.8M0.03%
212
IWFISHARES TR
865$367.3M0.03%
213
ROMPROSHARES TR
4,800$365.3M0.03%
214
PYPLPAYPAL HLDGS INC
4,837$359.5M0.03%
215
DASHDOORDASH INC
1,441$355.2M0.03%
216
DALDELTA AIR LINES INC DEL
7,217$354.9M0.03%
217
ESGVVANGUARD WORLD FD
3,192$350.0M0.02%
218
EIXEDISON INTL
6,777$349.7M0.02%
219
WMTWALMART INC
3,562$348.3M0.02%
220
EXPEEXPEDIA GROUP INC
2,052$346.1M0.02%
221
A4SAMERIPRISE FINL INC
645$344.3M0.02%
222
CNXCCONCENTRIX CORP
6,434$340.1M0.02%
223
JCIJOHNSON CTLS INTL PLC
3,176$335.4M0.02%
224
MNSTMONSTER BEVERAGE CORP NEW
5,283$330.9M0.02%
225
ABNBAIRBNB INC
2,498$330.6M0.02%
226
PWRQUANTA SVCS INC
873$330.1M0.02%
227
TTWOTAKE-TWO INTERACTIVE SOFTWAR
1,336$324.4M0.02%
228
XLGINVESCO EXCHANGE TRADED FD T
6,188$322.4M0.02%
229
TXRHTEXAS ROADHOUSE INC
1,714$321.2M0.02%
230
AIGAMERICAN INTL GROUP INC
3,620$309.8M0.02%
231
EZUISHARES INC
5,087$302.4M0.02%
232
DTMDT MIDSTREAM INC
2,746$301.8M0.02%
233
TMOTHERMO FISHER SCIENTIFIC INC
735$298.0M0.02%
234
VOVANGUARD INDEX FDS
1,059$296.3M0.02%
235
VLOVALERO ENERGY CORP
2,181$293.2M0.02%
236
PPGPPG INDS INC
2,575$292.9M0.02%
237
FIXCOMFORT SYS USA INC
546$292.8M0.02%
238
LYFTLYFT INC
18,560$292.5M0.02%
239
BMYBRISTOL-MYERS SQUIBB CO
6,303$291.8M0.02%
240
AG8AGILENT TECHNOLOGIES INC
2,467$291.1M0.02%
241
MDTMEDTRONIC PLC
3,300$287.6M0.02%
242
TEAMATLASSIAN CORPORATION
1,405$285.3M0.02%
243
EXREXTRA SPACE STORAGE INC
1,926$284.0M0.02%
244
AVAAVISTA CORP
7,442$282.4M0.02%
245
ALLEALLEGION PLC
1,940$279.6M0.02%
246
VEEVVEEVA SYS INC
960$276.5M0.02%
247
CARRCARRIER GLOBAL CORPORATION
3,752$274.6M0.02%
248
CRCRANE COMPANY
1,445$274.4M0.02%
249
PKGPACKAGING CORP AMER
1,441$271.6M0.02%
250
LECOLINCOLN ELEC HLDGS INC
1,297$268.9M0.02%
251
NTAPNETAPP INC
2,500$266.4M0.02%
252
AJGGALLAGHER ARTHUR J & CO
831$266.0M0.02%
253
GILDGILEAD SCIENCES INC
2,374$263.2M0.02%
254
CBCHUBB LIMITED
907$262.8M0.02%
255
CSCOCISCO SYS INC
3,707$257.2M0.02%
256
MANHMANHATTAN ASSOCIATES INC
1,300$256.7M0.02%
257
ALKALASKA AIR GROUP INC
5,161$255.4M0.02%
258
EX9EXELIXIS INC
5,731$252.6M0.02%
259
TPRTAPESTRY INC
2,838$249.2M0.02%
260
PLDPROLOGIS INC.
2,370$249.1M0.02%
261
TRVTRAVELERS COMPANIES INC
920$246.1M0.02%
262
ULTAULTA BEAUTY INC
518$242.3M0.02%
263
EPAMEPAM SYS INC
1,360$240.5M0.02%
264
BKBANK NEW YORK MELLON CORP
2,629$239.5M0.02%
265
TOLTOLL BROTHERS INC
2,095$239.1M0.02%
266
OTISOTIS WORLDWIDE CORP
2,411$238.7M0.02%
267
TFCTRUIST FINL CORP
5,527$237.6M0.02%
268
DHRDANAHER CORPORATION
1,197$236.5M0.02%
269
SBACSBA COMMUNICATIONS CORP NEW
1,001$235.1M0.02%
270
KMXCARMAX INC
3,490$234.6M0.02%
271
EEMSISHARES INC
3,598$233.3M0.02%
272
DVNDEVON ENERGY CORP NEW
7,303$232.3M0.02%
273
DDOGDATADOG INC
1,720$231.0M0.02%
274
HALHALLIBURTON CO
11,053$225.3M0.02%
275
XMVMINVESCO EXCHANGE TRADED FD T
4,046$225.1M0.02%
276
NTNXNUTANIX INC
2,938$224.6M0.02%
277
JBHTHUNT J B TRANS SVCS INC
1,558$223.7M0.02%
278
T7DTRANSDIGM GROUP INC
147$223.5M0.02%
279
AVEMAMERICAN CENTY ETF TR
3,215$220.3M0.02%
280
SCHCSCHWAB STRATEGIC TR
5,139$218.9M0.02%
281
AMDADVANCED MICRO DEVICES INC
1,528$216.8M0.02%
282
TSNTYSON FOODS INC
3,822$213.8M0.02%
283
LOWLOWES COS INC
937$207.9M0.01%
284
HPEHEWLETT PACKARD ENTERPRISE C
10,021$204.9M0.01%
285
SKAASKECHERS U S A INC
3,245$204.8M0.01%
286
FTITECHNIPFMC PLC
5,837$201.0M0.01%
287
HBANHUNTINGTON BANCSHARES INC
10,433$174.9M0.01%
288
XNROXNEUBERGER BERMAN REAL ESTATE
48,532$156.3M0.01%
289
AMCRAMCOR PLC
16,057$147.6M0.01%
290
PATHUIPATH INC
11,343$145.2M0.01%
291
GTMZOOMINFO TECHNOLOGIES INC
13,623$137.9M0.01%
292
FFORD MTR CO
12,557$136.2M0.01%
293
ADTADT INC DEL
15,586$132.0M0.01%
294
RI4APOET TECHNOLOGIES INC
22,500$117.2M0.01%Call
295
FNKOFUNKO INC
19,525$92.9M0.01%
296
APIAGORA INC
24,000$91.4M0.01%
297
NWLNEWELL BRANDS INC
13,042$70.4M0.01%
298
FATEFATE THERAPEUTICS INC
30,785$34.5M0.00%
299
MERSANA THERAPEUTICS INC
16,233$4.8M0.00%
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