Stock Taper 
PARAGON CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Pathward Financial, Inc. | CASH | 0 | $2.36M |
 Costco Wholesale Corporation | COST | 216 | $202.63K |
 Cummins Inc. | CMI | 293 | $209.58K |
 Rockwell Automation, Inc. | ROK | 408 | $202.18K |
 S&P Global Inc. | SPGI | 532 | $216.66K |
 The Travelers Companies, Inc. | TRV | 618 | $204.13K |
 UnitedHealth Group Incorporated | UNH | 643 | $267.25K |
 The Home Depot, Inc. | HD | 659 | $232.73K |
 RenaissanceRe Holdings Ltd. | RNR | 683 | $216.49K |
 GE Aerospace | GE | 738 | $276K |
 Alphabet Inc. | GOOGL | 740 | $264.45K |
 Cigna Corporation | CI | 740 | $204K |
 Applied Materials, Inc. | AMAT | 800 | $578.61K |
 Marriott International, Inc. | MAR | 808 | $299.78K |
 Elevance Health Inc. | ELV | 837 | $323.69K |
 Northrop Grumman Corporation | NOC | 858 | $436.99K |
 Assurant, Inc. | AIZ | 916 | $245.97K |
 The Allstate Corporation | ALL | 929 | $221.05K |
 Reinsurance Group of America, Incorporated | RGA | 1K | $213.03K |
 DICK'S Sporting Goods, Inc. | DKS | 1.05K | $237.7K |