StockDriftsStockDriftsTop 50 Parsec Financial Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 9.1% | 4.79M | $216.2M | +1.41%(+66.49K) | — | 2023-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.03% | 4.15M | $119.4M | +12.31%(+455.14K) | — | 2023-03-31 | |
| AAPL | APPLE INC | 5% | 719.7K | $118.7M | -2.39%(-17.62K) | — | 2023-03-31 | |
| MSFT | MICROSOFT CORP | 4.17% | 343.2K | $98.9M | -0.52%(-1.80K) | — | 2023-03-31 | |
| IVV | ISHARES TR | 3.37% | 194.5K | $79.9M | +3.45%(+6.48K) | — | 2023-03-31 | |
| LOW | LOWES COS INC | 2.57% | 305.0K | $61.0M | +1.54%(+4.64K) | — | 2023-03-31 | |
| IJS | ISHARES TR | 2.53% | 641.7K | $60.1M | +6.22%(+37.59K) | — | 2023-03-31 | |
| CSCO | CISCO SYS INC | 1.99% | 902.0K | $47.1M | -0.24%(-2.14K) | — | 2023-03-31 | |
| BLK | BLACKROCK INC | 1.89% | 67.0K | $44.8M | -4.68%(-3.29K) | — | 2023-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.88% | 1.11M | $44.7M | +3.76%(+40.06K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Parsec Financial Management, Inc. reports $2.37B in US-listed equity holdings across 295 positions in its most recent 13F filing. Its largest disclosed positions are VEA (9.1%), DFAU (5.0%) and AAPL (5.0%). Figures reflect the Q1 2023 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 Parsec Financial Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1349138). View Parsec Financial Management, Inc.’s 13F filings on SEC