PARAGON CAPITAL MANAGEMENT INC

Position in AMD — Advanced Micro Devices Inc

CIK 2038506 Provo, UT

Position in AMD

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,767,455

+$1,783,261 QoQ

Shares Held

4,764

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.76%

of 13F equity value

Holder Rank

#1,737

of 3,969 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PARAGON CAPITAL MANAGEMENT INC holds $21,621,303 across 7 Semiconductors names. AMD ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTC	Intel Corp	51,405	$7,177,680
2	MRVL	Marvell Technology, Inc.	12,601	$3,753,711
3	ARM	Arm Holdings PLC /Uk	10,236	$3,629,378
4	AMD	Advanced Micro Devices Inc This page	4,764	$2,767,455
5	NVDA	Nvidia Corp	13,344	$2,670,000
6	AVGO	Broadcom Inc.	3,490	$1,318,347
7	MU	Micron Technology Inc	264	$304,732

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,767,455	4,764	-1.5%	Shares	Sole	2026-07-22
2026-03-31	$984,194	4,838	+98.9%	Shares	Sole	2026-04-17
2025-12-31	$520,837	2,432	-81.9%	Shares	Sole	2026-01-23
2024-06-30	$2,174,587	13,406	+241.3%	Shares	Sole	2024-09-26
2024-03-31	$708,964	3,928	-77.8%	Shares	Sole	2024-09-26
2023-09-30	$1,818,371	17,685	+64.3%	Shares	Sole	2024-09-26
2023-06-30	$1,226,127	10,764	+33.5%	Shares	Sole	2024-09-26
2023-03-31	$790,254	8,063	-46.8%	Shares	Sole	2024-09-26
2022-12-31	$982,431	15,168	+118.3%	Shares	Sole	2024-09-25
2022-09-30	$440,288	6,949	+15.2%	Shares	Sole	2024-09-25
2022-06-30	$461,343	6,033	-69.3%	Shares	Sole	2024-09-25
2022-03-31	$2,150,061	19,664	+358.4%	Shares	Sole	2024-09-25
2021-12-31	$617,331	4,290	—	Shares	Sole	2024-09-25
No filing history on record for this holder in this stock.