PARAGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 80K | $21.74M |
 | STEL | 66K | $2.04M |
 | NKE | 51K | $3.26M |
 | INTC | 49K | $1.80M |
 | AMTM | 44K | $1.27M |
 | CBSH | 43K | $2.24M |
 | AMZN | 42K | $9.68M |
 | TJX | 39K | $5.98M |
 | MSFT | 37K | $18.00M |
 | WMT | 33K | $3.69M |
 | JNJ | 32K | $6.63M |
 | DVN | 32K | $1.16M |
 | BAC | 25K | $1.37M |
 | UMBF | 19K | $2.22M |
 | FDX | 19K | $5.49M |
 | NVDA | 16K | $3.00M |
 | BMY | 16K | $858.89K |
 | COST | 15K | $13.02M |
 | GOOG | 12K | $3.77M |
 | ADBE | 2K | $798.33K |
Apple Inc.
AAPL
Shares Held
80K
Value
$21.74M
Stellar Bancorp, Inc.
STEL
Shares Held
66K
Value
$2.04M
NIKE, Inc.
NKE
Shares Held
51K
Value
$3.26M
Intel Corporation
INTC
Shares Held
49K
Value
$1.80M
Amentum Holdings, Inc.
AMTM
Shares Held
44K
Value
$1.27M
Commerce Bancshares, Inc.
CBSH
Shares Held
43K
Value
$2.24M
Amazon.com, Inc.
AMZN
Shares Held
42K
Value
$9.68M
The TJX Companies, Inc.
TJX
Shares Held
39K
Value
$5.98M
Microsoft Corporation
MSFT
Shares Held
37K
Value
$18.00M
Walmart Inc.
WMT
Shares Held
33K
Value
$3.69M
Johnson & Johnson
JNJ
Shares Held
32K
Value
$6.63M
Devon Energy Corporation
DVN
Shares Held
32K
Value
$1.16M
Bank of America Corporation
BAC
Shares Held
25K
Value
$1.37M
UMB Financial Corporation
UMBF
Shares Held
19K
Value
$2.22M
FedEx Corporation
FDX
Shares Held
19K
Value
$5.49M
NVIDIA Corporation
NVDA
Shares Held
16K
Value
$3.00M
Bristol-Myers Squibb Company
BMY
Shares Held
16K
Value
$858.89K
Costco Wholesale Corporation
COST
Shares Held
15K
Value
$13.02M
Alphabet Inc.
GOOG
Shares Held
12K
Value
$3.77M
Adobe Inc.
ADBE
Shares Held
2K
Value
$798.33K