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.
Parsonex Advisory Services, Inc. (CIK 2107398) reported $114.9M across 50 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($11.4M, 9.88%), CRWD ($9.9M, 8.58%), AAPL ($5.8M, 5.04%), CGGR ($5.5M, 4.80%), V ($5.4M, 4.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $11.4M | 9.88% | 32,159 | Trimmed |
| 2 | CRWD | CROWDSTRIKE HLDGS INC | $9.9M | 8.58% | 12,927 | Added |
| 3 | AAPL | APPLE INC | $5.8M | 5.04% | 20,031 | Added |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | $5.5M | 4.80% | 116,863 | Added |
| 5 | V | VISA INC | $5.4M | 4.69% | 15,720 | Added |
| 6 | LLY | ELI LILLY & CO | $5.2M | 4.52% | 4,336 | Added |
| 7 | MSFT | MICROSOFT CORP | $5.1M | 4.43% | 13,645 | Added |
| 8 | RTX | RTX CORPORATION | $4.8M | 4.14% | 25,078 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $4.7M | 4.13% | 23,710 | Trimmed |
| 10 | BAC | BANK OF AMER CORP | $4.0M | 3.47% | 70,072 | Added |
| 11 | UNH | UNITEDHEALTH GROUP INC | $3.8M | 3.33% | 9,219 | Added |
| 12 | ISRG | INTUITIVE SURGICAL INC | $3.7M | 3.25% | 9,396 | Added |
| 13 | SCHG | SCHWAB STRATEGIC TR | $3.7M | 3.22% | 109,348 | Trimmed |
| 14 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3.3M | 2.87% | 13,191 | Added |
| 15 | ETN | EATON CORP PLC | $3.2M | 2.76% | 7,449 | Added |
| 16 | UBER | UBER TECHNOLOGIES INC | $3.1M | 2.71% | 43,088 | Added |
| 17 | ICE | INTERCONTINENTAL EXCHANGE IN | $3.1M | 2.67% | 24,911 | Added |
| 18 | AMZN | AMAZON COM INC | $2.9M | 2.56% | 12,364 | Trimmed |
| 19 | SCHW | SCHWAB CHARLES CORP | $2.9M | 2.54% | 31,672 | Added |
| 20 | AVGO | BROADCOM INC | $2.7M | 2.36% | 7,191 | Trimmed |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $2.2M | 1.95% | 31,403 | Trimmed |
| 22 | SPOT | SPOTIFY TECHNOLOGY S A | $2.2M | 1.92% | 4,808 | Added |
| 23 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $2.0M | 1.77% | 41,304 | Trimmed |
| 24 | CRM | SALESFORCE INC | $1.8M | 1.57% | 11,516 | Trimmed |
| 25 | BSX | BOSTON SCIENTIFIC CORP | $1.4M | 1.19% | 32,131 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30