PARAGON ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AUR | 921K | $3.54M |
 | NVDA | 81K | $15.07M |
 | EPD | 70K | $2.25M |
 | AVGO | 50K | $17.14M |
 | ANET | 43K | $5.60M |
 | NOW | 32K | $4.95M |
 | TSM | 32K | $9.64M |
 | APH | 30K | $4.05M |
 | CRWV | 30K | $2.12M |
 | AMZN | 28K | $6.55M |
 | GOOGL | 24K | $7.62M |
 | LNG | 23K | $4.39M |
 | WEST | 21K | $86.80K |
 | MSFT | 20K | $9.89M |
 | PLTR | 20K | $3.47M |
 | ALAB | 17K | $2.78M |
 | ARES | 15K | $2.36M |
 | FFIN | 12K | $365.88K |
 | PGR | 12K | $2.74M |
 | META | 11K | $7.06M |
Aurora Innovation, Inc.
AUR
Shares Held
921K
Value
$3.54M
NVIDIA Corporation
NVDA
Shares Held
81K
Value
$15.07M
Enterprise Products Partners L.P.
EPD
Shares Held
70K
Value
$2.25M
Broadcom Inc.
AVGO
Shares Held
50K
Value
$17.14M
Arista Networks, Inc.
ANET
Shares Held
43K
Value
$5.60M
ServiceNow, Inc.
NOW
Shares Held
32K
Value
$4.95M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
32K
Value
$9.64M
Amphenol Corporation
APH
Shares Held
30K
Value
$4.05M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
30K
Value
$2.12M
Amazon.com, Inc.
AMZN
Shares Held
28K
Value
$6.55M
Alphabet Inc.
GOOGL
Shares Held
24K
Value
$7.62M
Cheniere Energy, Inc.
LNG
Shares Held
23K
Value
$4.39M
Westrock Coffee Company, LLC
WEST
Shares Held
21K
Value
$86.80K
Microsoft Corporation
MSFT
Shares Held
20K
Value
$9.89M
Palantir Technologies Inc.
PLTR
Shares Held
20K
Value
$3.47M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
17K
Value
$2.78M
Ares Management Corporation
ARES
Shares Held
15K
Value
$2.36M
First Financial Bankshares, Inc.
FFIN
Shares Held
12K
Value
$365.88K
The Progressive Corporation
PGR
Shares Held
12K
Value
$2.74M
Meta Platforms, Inc.
META
Shares Held
11K
Value
$7.06M