PARAGON ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AUR | 845K | $3.48M |
 | NVDA | 81K | $14.10M |
 | NOW | 55K | $5.72M |
 | EPD | 51K | $1.94M |
 | AVGO | 46K | $14.12M |
 | ANET | 41K | $5.08M |
 | TSM | 32K | $10.76M |
 | AMZN | 28K | $5.75M |
 | APH | 26K | $3.31M |
 | MSFT | 26K | $9.64M |
 | GOOGL | 24K | $6.98M |
 | PLTR | 23K | $3.35M |
 | LNG | 19K | $5.35M |
 | ALAB | 19K | $2.04M |
 | LRCX | 17K | $3.68M |
 | VEEV | 14K | $2.42M |
 | FFIN | 12K | $360.74K |
 | VRT | 12K | $2.90M |
 | CTAS | 11K | $1.87M |
 | PGR | 11K | $2.17M |
Aurora Innovation, Inc.
AUR
Shares Held
845K
Value
$3.48M
NVIDIA Corporation
NVDA
Shares Held
81K
Value
$14.10M
ServiceNow, Inc.
NOW
Shares Held
55K
Value
$5.72M
Enterprise Products Partners L.P.
EPD
Shares Held
51K
Value
$1.94M
Broadcom Inc.
AVGO
Shares Held
46K
Value
$14.12M
Arista Networks, Inc.
ANET
Shares Held
41K
Value
$5.08M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
32K
Value
$10.76M
Amazon.com, Inc.
AMZN
Shares Held
28K
Value
$5.75M
Amphenol Corporation
APH
Shares Held
26K
Value
$3.31M
Microsoft Corporation
MSFT
Shares Held
26K
Value
$9.64M
Alphabet Inc.
GOOGL
Shares Held
24K
Value
$6.98M
Palantir Technologies Inc.
PLTR
Shares Held
23K
Value
$3.35M
Cheniere Energy, Inc.
LNG
Shares Held
19K
Value
$5.35M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
19K
Value
$2.04M
Lam Research Corporation
LRCX
Shares Held
17K
Value
$3.68M
Veeva Systems Inc.
VEEV
Shares Held
14K
Value
$2.42M
First Financial Bankshares, Inc.
FFIN
Shares Held
12K
Value
$360.74K
Vertiv Holdings Co
VRT
Shares Held
12K
Value
$2.90M
Cintas Corporation
CTAS
Shares Held
11K
Value
$1.87M
The Progressive Corporation
PGR
Shares Held
11K
Value
$2.17M