StockDriftsStockDriftsTop 50 Parrish Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.35% | 13.4K | $4.5M | -3.91%(-546) | $263.24(+30.27%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.67% | 11.0K | $3.8M | -1.99%(-223) | $278.05(+23.78%) | 2026-09-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.06% | 7.9K | $3.1M | -8.31%(-716) | $193.23(+79.56%) | 2026-09-30 | |
| INTC | INTEL CORP | 2.75% | 23.4K | $2.8M | -7.41%(-1.88K) | $35.23(+161.26%) | 2026-09-30 | |
| GILD | GILEAD SCIENCES INC | 2.68% | 18.4K | $2.7M | -5.66%(-1.11K) | $116.87(+30.97%) | 2026-09-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 2.11% | 8.2K | $2.2M | +3.00%(+239) | $91.43(+159.31%) | 2026-09-30 | |
| META | META PLATFORMS INC | 2.1% | 3.0K | $2.2M | +8.06%(+222) | $691.94(+1.95%) | 2026-09-30 | |
| GE | GE AEROSPACE | 2.03% | 6.7K | $2.1M | -5.41%(-382) | $304.43(+2.25%) | 2026-09-30 | |
| ORCL | ORACLE CORP | 2.02% | 15.1K | $2.1M | +8.38%(+1.17K) | $228.37(-43.25%) | 2026-09-30 | |
| XOM | EXXON MOBIL CORP | 2% | 12.6K | $2.1M | -4.70%(-622) | $116.54(+52.97%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.02% |
| Top 20 Holdings Unweighted | — | — | — | — | -0.13% |
Parrish Capital LLC reports $102.64M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.3%), GOOGL (3.7%) and PANW (3.1%). The top 20 holdings account for 44.15% of reported assets. Its disclosed equity book has returned +0.02% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Parrish Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2131053). View Parrish Capital LLC’s 13F filings on SEC