Paragon Capital Management LTD - Q42025 Holdings

Paragon Capital Management LTD holds 194 stocks with a total portfolio value of $ 502.4M as of Q42025. In Q42025, Paragon Capital Management LTD added 12 new positions, increased stakes in 85 stocks, reduced 41 holdings, and fully exited 18 positions. The largest holding is Vanguard Specialized Funds (VIG), representing 13.79% of the total portfolio.