PARAGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSCO | 87K | $6.75M |
 | AAPL | 80K | $20.35M |
 | COP | 72K | $9.54M |
STELLAR BANCORP INC | STEL | 66K | $2.41M |
 | NKE | 51K | $2.69M |
 | INTC | 50K | $2.19M |
 | AMTM | 43K | $1.13M |
 | CBSH | 43K | $2.12M |
 | AMZN | 42K | $8.71M |
 | J | 39K | $5.02M |
 | TJX | 38K | $6.15M |
 | MSFT | 38K | $13.98M |
 | WMT | 33K | $4.12M |
 | JNJ | 33K | $7.97M |
 | DVN | 31K | $1.58M |
 | BAC | 25K | $1.20M |
 | MCD | 23K | $7.13M |
 | CASY | 21K | $15.48M |
 | UMBF | 19K | $2.17M |
 | FDX | 19K | $6.70M |
Cisco Systems, Inc.
CSCO
Shares Held
87K
Value
$6.75M
Apple Inc.
AAPL
Shares Held
80K
Value
$20.35M
ConocoPhillips
COP
Shares Held
72K
Value
$9.54M
STELLAR BANCORP INC
STEL
Shares Held
66K
Value
$2.41M
NIKE, Inc.
NKE
Shares Held
51K
Value
$2.69M
Intel Corp.
INTC
Shares Held
50K
Value
$2.19M
Amentum Holdings, Inc.
AMTM
Shares Held
43K
Value
$1.13M
Commerce Bancshares, Inc.
CBSH
Shares Held
43K
Value
$2.12M
Amazon.com, Inc.
AMZN
Shares Held
42K
Value
$8.71M
Jacobs Solutions Inc.
J
Shares Held
39K
Value
$5.02M
The TJX Companies, Inc.
TJX
Shares Held
38K
Value
$6.15M
Microsoft Corporation
MSFT
Shares Held
38K
Value
$13.98M
Walmart Inc.
WMT
Shares Held
33K
Value
$4.12M
Johnson & Johnson
JNJ
Shares Held
33K
Value
$7.97M
Devon Energy Corporation
DVN
Shares Held
31K
Value
$1.58M
Bank of America Corporation
BAC
Shares Held
25K
Value
$1.20M
McDonald's Corporation
MCD
Shares Held
23K
Value
$7.13M
Casey's General Stores, Inc.
CASY
Shares Held
21K
Value
$15.48M
UMB Financial Corporation
UMBF
Shares Held
19K
Value
$2.17M
FedEx Corporation
FDX
Shares Held
19K
Value
$6.70M