Stock Taper 
PARAGON CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DaVita Inc. | DVA | 1.65K | $366.87K |
 PulteGroup, Inc. | PHM | 1.56K | $214.05K |
 Domino's Pizza, Inc. | DPZ | 1.56K | $460.93K |
 Flex Ltd. | FLEX | 1.52K | $246.51K |
 Penske Automotive Group, Inc. | PAG | 1.47K | $262.84K |
 Popular, Inc. | BPOP | 1.41K | $231.66K |
 Globe Life Inc. | GL | 1.39K | $248.01K |
 Phillips 66 | PSX | 1.28K | $215.88K |
 Eli Lilly and Company | LLY | 1.21K | $1.46M |
 QUALCOMM Incorporated | QCOM | 1.21K | $223.26K |
 McDonald's Corporation | MCD | 1.15K | $309.65K |
 The Hanover Insurance Group, Inc. | THG | 1.14K | $243.67K |
 Revolution Medicines, Inc. | RVMD | 1.12K | $210.5K |
 Williams-Sonoma, Inc. | WSM | 1.11K | $259.67K |
 American Express Company | AXP | 1.07K | $363.28K |
 DICK'S Sporting Goods, Inc. | DKS | 1.05K | $237.7K |
 Reinsurance Group of America, Incorporated | RGA | 1K | $213.03K |
 The Allstate Corporation | ALL | 929 | $221.05K |
 Assurant, Inc. | AIZ | 916 | $245.97K |
 Northrop Grumman Corporation | NOC | 858 | $436.99K |