PARAGON CAPITAL MANAGEMENT INC

CIK
2038506
City
Provo
State / Country
UT

Top Portfolio Positions

51 positions · $59,111,258 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
DIA
Spdr Dow Jones Industrial Average ETF Trust
5,667 $2,624,897 4.44%
NVDA
Nvidia Corp
Technology
13,573 $2,367,131 4.00%
CHRD
Chord Energy Corp
Energy
13,988 $1,988,813 3.36%
MELI
Mercadolibre Inc
Consumer Cyclical
1,138 $1,967,624 3.33%
CTRA
Coterra Energy Inc.
Energy
53,126 $1,866,847 3.16%
META
Meta Platforms, Inc.
Communication Services
3,191 $1,825,666 3.09%
ORLY
O Reilly Automotive Inc
Consumer Cyclical
18,139 $1,674,411 2.83%
AR
ANTERO RESOURCES Corp
Energy
39,099 $1,659,361 2.81%
ARM
Arm Holdings PLC /Uk
Technology
10,609 $1,604,929 2.72%
EQT
EQT Corp
Energy
24,286 $1,545,561 2.61%

Portfolio Trend

18 quarters · across all stocks

Holdings in BIRK

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2026-03-31 $1,185,220 33,079
2025-12-31 $1,180,537 28,864