Stock Taper 
PARAGON CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Kraft Heinz Company | KHC | 10.64K | $251.43K |
 Levi Strauss & Co. | LEVI | 10.71K | $265.84K |
 Affirm Holdings, Inc. | AFRM | 10.77K | $878.29K |
 F.N.B. Corporation | FNB | 11.77K | $224.65K |
 Brookfield Infrastructure Corporation | BIPC | 11.9K | $458.3K |
 Walmart Inc. | WMT | 12.08K | $1.37M |
 Macy's, Inc. | M | 12.13K | $285.6K |
 Huntington Bancshares Incorporated | HBAN | 12.69K | $224.99K |
 Maplebear Inc. | CART | 12.74K | $603.24K |
 Apple Inc. | AAPL | 13.24K | $3.83M |
 Molson Coors Beverage Company | TAP | 13.26K | $516.62K |
 Conagra Brands, Inc. | CAG | 13.4K | $180.44K |
 Enterprise Products Partners L.P. | EPD | 15K | $551.4K |
 Valley National Bancorp | VLY | 15.85K | $232.22K |
 Blue Owl Technology Finance Corp. | OTF | 16.31K | $168.85K |
 Comcast Corporation | CMCSA | 16.48K | $404.63K |
 PagerDuty, Inc. | PD | 17.96K | $173.28K |
 AGNC Investment Corp. | AGNC | 18.54K | $202.06K |
 Roblox Corporation | RBLX | 18.59K | $1.01M |
 Pfizer Inc. | PFE | 24.86K | $598.76K |