StockDriftsStockDriftsTop 50 Parrish Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.89% | 14.0K | $4.0M | -12.35%(-1.97K) | $263.24(+26.22%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.85% | 11.2K | $4.0M | -21.10%(-2.99K) | $278.05(+21.74%) | 2026-06-30 | |
| INTC | INTEL CORP | 3.41% | 25.3K | $3.5M | -12.58%(-3.64K) | $35.23(+192.24%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.83% | 8.6K | $2.9M | -17.80%(-1.87K) | $193.23(+71.12%) | 2026-06-30 | |
| GE | GE AEROSPACE | 2.54% | 7.1K | $2.6M | -16.12%(-1.36K) | $304.43(+6.32%) | 2026-06-30 | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 2.52% | 77.2K | $2.6M | -20.59%(-20.00K) | $25.70(+44.29%) | 2026-06-30 | |
| GILD | GILEAD SCIENCES INC | 2.38% | 19.5K | $2.5M | -14.09%(-3.21K) | $116.87(+22.97%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 2.29% | 8.0K | $2.4M | -19.27%(-1.90K) | $85.75(+175.34%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 2.02% | 11.3K | $2.1M | -18.83%(-2.63K) | $167.71(+8.50%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 1.97% | 13.9K | $2.0M | -18.43%(-3.15K) | $235.61(-36.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -1.20% |
| Top 20 Holdings Unweighted | — | — | — | — | -1.26% |
Parrish Capital LLC reports $103.73M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.9%), GOOGL (3.9%) and INTC (3.4%). The top 20 holdings account for 44.3% of reported assets. Its disclosed equity book has returned -1.20% cumulatively over 2 quarters. Figures reflect the Q2 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