§ 13F · FUND PROFILE
Parsonex Advisory Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $147M (13F)Positions · 100Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$583K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 33K | $9M | 9.1% | −10% |
| 2 | AAPL | APPLE INC | 20K | $5M | 4.9% | −11% |
| 3 | MSFT | MICROSOFT CORP | 13K | $5M | 4.8% | −21% |
| 4 | CRWD | CROWDSTRIKE HLDGS INC | 12K | $5M | 4.7% | +8% |
| 5 | RTX | RTX CORPORATION | 24K | $5M | 4.5% | −2% |
| 6 | V | VISA INC | 15K | $5M | 4.4% | −10% |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF | 110K | $4M | 4.3% | −2% |
| 8 | NVDA | NVIDIA CORPORATION | 24K | $4M | 4.1% | −3% |
| 9 | ISRG | INTUITIVE SURGICAL INC | 9K | $4M | 3.9% | +8% |
| 10 | LLY | ELI LILLY & CO | 4K | $4M | 3.8% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARSONEX SIGNAL
AC read
Parsonex Advisory Services, Inc. is a Other fund managing $147 million in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed