Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Parsec Financial Management, Inc. (CIK 1349138) reported $2.37B across 295 reported positions in its SEC 13F filing for 2023-03-31. Largest positions: VEA ($216.2M, 9.10%), DFAU ($119.4M, 5.03%), AAPL ($118.7M, 5.00%), MSFT ($98.9M, 4.17%), IVV ($79.9M, 3.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $216.2M | 9.10% | 4.8M | Added |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $119.4M | 5.03% | 4.2M | Added |
| 3 | AAPL | APPLE INC | $118.7M | 5.00% | 719,662 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $98.9M | 4.17% | 343,166 | Trimmed |
| 5 | IVV | ISHARES TR | $79.9M | 3.37% | 194,485 | Added |
| 6 | LOW | LOWES COS INC | $61.0M | 2.57% | 304,978 | Added |
| 7 | IJS | ISHARES TR | $60.1M | 2.53% | 641,697 | Added |
| 8 | CSCO | CISCO SYS INC | $47.1M | 1.99% | 901,957 | Trimmed |
| 9 | BLK | BLACKROCK INC | $44.8M | 1.89% | 67,001 | Trimmed |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $44.7M | 1.88% | 1.1M | Added |
| 11 | FLOT | ISHARES TR | $40.7M | 1.71% | 807,198 | Added |
| 12 | NVO | NOVO-NORDISK A S | $37.4M | 1.57% | 234,871 | Trimmed |
| 13 | AVGO | BROADCOM INC | $36.7M | 1.55% | 57,208 | Added |
| 14 | IPG | INTERPUBLIC GROUP COS INC | $35.1M | 1.48% | 943,019 | Added |
| 15 | AMGN | AMGEN INC | $33.9M | 1.43% | 140,418 | Trimmed |
| 16 | GOOG | ALPHABET INC | $34.0M | 1.43% | 326,602 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $32.4M | 1.37% | 248,975 | Trimmed |
| 18 | SCHX | SCHWAB STRATEGIC TR | $30.1M | 1.27% | 622,584 | Trimmed |
| 19 | IVW | ISHARES TR | $29.7M | 1.25% | 465,413 | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $29.5M | 1.24% | 190,325 | Trimmed |
| 21 | IWD | ISHARES TR | $28.8M | 1.21% | 189,068 | Trimmed |
| 22 | PEP | PEPSICO INC | $27.5M | 1.16% | 150,842 | Trimmed |
| 23 | VCSH | VANGUARD SCOTTSDALE FDS | $27.4M | 1.15% | 359,767 | Trimmed |
| 24 | UPS | UNITED PARCEL SERVICE INC | $26.5M | 1.12% | 136,501 | Trimmed |
| 25 | V | VISA INC | $26.2M | 1.10% | 116,041 | Trimmed |
Source: SEC Form 13F filings · as of 2023-03-31