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Latest PARAGON FINANCIAL PARTNERS, INC. Stock Portfolio

PARAGON FINANCIAL PARTNERS, INC. Performance:
2025 Q3: 6.1%YTD: 11.04%2024: 22.1%
Performance for 2025 Q3 is 6.1%, and YTD is 11.04%, and 2024 is 22.1%.

About PARAGON FINANCIAL PARTNERS, INC. and 13F Hedge Fund Stock Holdings

PARAGON FINANCIAL PARTNERS, INC. is a hedge fund based in WOODLAND HILLS, CA. On 22-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $247 Millions. In it's latest 13F Holdings report, PARAGON FINANCIAL PARTNERS, INC. reported an equity portfolio of $158.4 Millions as of 30 Sep, 2025.

The top stock holdings of PARAGON FINANCIAL PARTNERS, INC. are SPY, NVDA, VIGI. The fund has invested 13.6% of it's portfolio in SPDR S&P 500 ETF TR and 11.9% of portfolio in NVIDIA CORPORATION.

They significantly reduced their stock positions in AMAZON COM INC (AMZN), TESLA INC (TSLA) and MICROSOFT CORP (MSFT). PARAGON FINANCIAL PARTNERS, INC. opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR) and EBAY INC. (EBAY). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WHITEHALL FDS (VIGI), BERKSHIRE HATHAWAY INC DEL and SOUTHERN COPPER CORP (SCCO).

PARAGON FINANCIAL PARTNERS, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that PARAGON FINANCIAL PARTNERS, INC. made a return of 6.1% in the last quarter. In trailing 12 months, it's portfolio return was 13.81%.

New Buys

Ticker$ Bought
palantir technologies inc255,388
ebay inc.235,379
New stocks bought by PARAGON FINANCIAL PARTNERS, INC.

Additions

Ticker% Inc.
vanguard whitehall fds15.16
berkshire hathaway inc del10.02
eaton vance tax-managed buy-1.39
southern copper corp1.01
select sector spdr tr0.52
exxon mobil corp0.32
spdr series trust0.29
vanguard index fds0.25
Additions to existing portfolio by PARAGON FINANCIAL PARTNERS, INC.

Reductions

Ticker% Reduced
amazon com inc-3.78
tesla inc-3.34
microsoft corp-1.25
apple inc-0.75
vanguard index fds-0.56
ishares tr-0.39
vanguard world fd-0.36
costco whsl corp new-0.33
PARAGON FINANCIAL PARTNERS, INC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by PARAGON FINANCIAL PARTNERS, INC.

Sector Distribution

PARAGON FINANCIAL PARTNERS, INC. has about 63.5% of it's holdings in Others sector.

Sector%
Others63.5
Technology20.1
Consumer Cyclical4.9
Communication Services3.6
Consumer Defensive3.4
Financial Services1.4

Market Cap. Distribution

PARAGON FINANCIAL PARTNERS, INC. has about 36.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED63.5
MEGA-CAP27.7
LARGE-CAP8.8

Stocks belong to which Index?

About 35% of the stocks held by PARAGON FINANCIAL PARTNERS, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others65
S&P 50035
Top 5 Winners (%)%
TSLA
tesla inc
40.0 %
GOOG
alphabet inc
37.9 %
GOOG
alphabet inc
37.2 %
ABBV
abbvie inc
24.7 %
AAPL
apple inc
24.1 %
Top 5 Winners ($)$
NVDA
nvidia corporation
2.9 M
SPY
spdr s&p 500 etf tr
1.6 M
AAPL
apple inc
1.3 M
IJR
ishares tr
1.0 M
TSLA
tesla inc
0.4 M
Top 5 Losers (%)%
TXRH
texas roadhouse inc
-11.3 %
PM
philip morris intl inc
-10.9 %
NFLX
netflix inc
-10.5 %
PYPL
paypal hldgs inc
-9.8 %
CPRT
copart inc
-8.4 %
Top 5 Losers ($)$
NFLX
netflix inc
-0.2 M
PM
philip morris intl inc
-0.2 M
COST
costco whsl corp new
-0.2 M
TXRH
texas roadhouse inc
-0.1 M
CPRT
copart inc
0.0 M

PARAGON FINANCIAL PARTNERS, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PARAGON FINANCIAL PARTNERS, INC.

PARAGON FINANCIAL PARTNERS, INC. has 72 stocks in it's portfolio. About 67.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for PARAGON FINANCIAL PARTNERS, INC. last quarter.

Last Reported on: 12 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions