PARAGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSCO | 94K | $6.45M |
 | AAPL | 86K | $21.92M |
 | COP | 76K | $7.17M |
 | STEL | 66K | $2.00M |
 | INTC | 57K | $1.90M |
 | NKE | 56K | $3.89M |
 | AMTM | 48K | $1.15M |
 | AMZN | 45K | $9.89M |
 | J | 44K | $6.62M |
 | TJX | 42K | $6.09M |
 | KVUE | 42K | $677.39K |
 | CBSH | 40K | $2.42M |
 | MSFT | 40K | $20.85M |
 | JNJ | 35K | $6.40M |
 | DVN | 34K | $1.19M |
 | WMT | 33K | $3.44M |
 | BAC | 27K | $1.41M |
 | MCD | 25K | $7.55M |
 | CASY | 25K | $13.94M |
 | FDX | 21K | $4.95M |
Cisco Systems, Inc.
CSCO
Shares Held
94K
Value
$6.45M
Apple Inc.
AAPL
Shares Held
86K
Value
$21.92M
ConocoPhillips
COP
Shares Held
76K
Value
$7.17M
Stellar Bancorp, Inc.
STEL
Shares Held
66K
Value
$2.00M
Intel Corporation
INTC
Shares Held
57K
Value
$1.90M
NIKE, Inc.
NKE
Shares Held
56K
Value
$3.89M
Amentum Holdings, Inc.
AMTM
Shares Held
48K
Value
$1.15M
Amazon.com, Inc.
AMZN
Shares Held
45K
Value
$9.89M
Jacobs Solutions Inc.
J
Shares Held
44K
Value
$6.62M
The TJX Companies, Inc.
TJX
Shares Held
42K
Value
$6.09M
Kenvue Inc.
KVUE
Shares Held
42K
Value
$677.39K
Commerce Bancshares, Inc.
CBSH
Shares Held
40K
Value
$2.42M
Microsoft Corporation
MSFT
Shares Held
40K
Value
$20.85M
Johnson & Johnson
JNJ
Shares Held
35K
Value
$6.40M
Devon Energy Corporation
DVN
Shares Held
34K
Value
$1.19M
Walmart Inc.
WMT
Shares Held
33K
Value
$3.44M
Bank of America Corporation
BAC
Shares Held
27K
Value
$1.41M
McDonald's Corporation
MCD
Shares Held
25K
Value
$7.55M
Casey's General Stores, Inc.
CASY
Shares Held
25K
Value
$13.94M
FedEx Corporation
FDX
Shares Held
21K
Value
$4.95M