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Paragon Capital Management LLC - Portfolio Stock Holdings

Paragon Capital Management LLC disclosed 60 stock positions in a recent SEC 13F filing. $216,078,719 of stock holdings were filed, with the largest holdings including AAPL, IWB, and CASY. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $739,780,556 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

60

Est. Stock Holding Value:

$216,078,719

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Paragon Capital Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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