Stock Taper 
PARAGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cisco Systems, Inc. | CSCO | 85.6K | $10.05M |
 Apple Inc. | AAPL | 79.01K | $22.86M |
 ConocoPhillips | COP | 70.7K | $7.35M |
 NIKE, Inc. | NKE | 51.05K | $2.1M |
 Intel Corp. | INTC | 47.97K | $6.7M |
 Commerce Bancshares, Inc. | CBSH | 43.1K | $2.49M |
 Amentum Holdings, Inc. | AMTM | 42.65K | $881.6K |
 Amazon.com, Inc. | AMZN | 41.39K | $9.87M |
 Jacobs Solutions Inc. | J | 39.36K | $4.96M |
 The TJX Companies, Inc. | TJX | 37.96K | $5.75M |
 Microsoft Corporation | MSFT | 37.52K | $13.99M |
 Walmart Inc. | WMT | 32.88K | $3.72M |
 Johnson & Johnson | JNJ | 32.16K | $8.17M |
 Devon Energy Corporation | DVN | 31.24K | $1.29M |
 Bank of America Corporation | BAC | 24.35K | $1.39M |
 McDonald's Corporation | MCD | 23.05K | $6.23M |
 Casey's General Stores, Inc. | CASY | 20.93K | $16.64M |
 UMB Financial Corporation | UMBF | 19.27K | $2.75M |
 FedEx Corporation | FDX | 18.59K | $5.82M |
 Chevron Corporation | CVX | 16.62K | $2.75M |