StockDriftsStockDriftsTop 50 Parsonex Advisory Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 9.88% | 32.2K | $11.4M | -1.16%(-378) | $181.54(+93.06%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 8.58% | 12.9K | $9.9M | +5.18%(+637) | $447.70(-50.82%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.04% | 20.0K | $5.8M | +1.41%(+278) | $219.90(+39.46%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.8% | 116.9K | $5.5M | +6.70%(+7.34K) | $38.90(+20.94%) | 2026-06-30 | |
| V | VISA INC | 4.69% | 15.7K | $5.4M | +4.58%(+689) | $347.47(+4.02%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.52% | 4.3K | $5.2M | +2.51%(+106) | $808.78(+51.94%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.43% | 13.6K | $5.1M | +2.46%(+328) | $448.43(+12.12%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 4.14% | 25.1K | $4.8M | +4.90%(+1.17K) | $146.70(+52.61%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.13% | 23.7K | $4.7M | -0.60%(-142) | $144.05(+53.04%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 3.47% | 70.1K | $4.0M | +5.99%(+3.96K) | $46.26(+38.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.87% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.02% |
Parsonex Advisory Services, Inc. reports $114.94M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (9.9%), CRWD (8.6%) and AAPL (5.0%). The top 20 holdings account for 81.95% of reported assets. Its disclosed equity book has returned +7.87% cumulatively over 4 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 Parsonex Advisory Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107398). View Parsonex Advisory Services, Inc.’s 13F filings on SEC