Parrish Capital LLC

Holdings as of 2026-06-30, filed 2026-09-01

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 63 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
87
Value reported by manager
$103.7M
Sum of our stored positions
$103.7M
should match the line above
Disclosure lag
63 d
quarter end to filing
Top 5 concentration
16.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

87 largest shown
IssuerClassValueSharesTypeCUSIP
APPLE INCCOM$4M13,956037833100
ALPHABET INCCAP STK CL A$4M11,18202079K305
INTEL CORPCOM$3.5M25,310458140100
PALO ALTO NETWORKS INCCOM$2.9M8,619697435105
GE AEROSPACECOM NEW$2.6M7,059369604301
TEVA PHARMACEUTICAL INDS LTDSPONSORED ADS$2.6M77,150881624209
GILEAD SCIENCES INCCOM$2.5M19,540375558103
MARVELL TECHNOLOGY INCCOM$2.4M7,974573874104
QUALCOMM INCCOM$2.1M11,317747525103
ORACLE CORPCOM$2M13,94568389X105
GE VERNOVA INCCOM$1.9M1,59336828A101
EATON CORP PLCSHS$1.9M4,358G29183103
ASTRAZENECA PLCORD$1.8M9,687G0593M107
EXXON MOBIL CORPCOM$1.8M13,22830231G102
GOLDMAN SACHS GROUP INCCOM$1.7M1,72838141G104
ALLIANCEBERNSTEIN HLDG L PUNIT LTD PARTN$1.7M48,63601881G106
ABBVIE INCCOM$1.7M6,69000287Y109
TOTALENERGIES SEACT$1.6M20,613F92124100
GSK PLCSPONSORED ADR$1.6M29,61037733W204
META PLATFORMS INCCL A$1.6M2,75430303M102
SHELL PLCSPON ADS$1.5M19,923780259305
VERIZON COMMUNICATIONS INCCOM$1.5M36,44892343V104
VODAFONE GROUP PLCSPONSORED ADR$1.5M116,60192857W308
SOUTHERN COCOM$1.5M15,418842587107
AMERICAN EXPRESS COCOM$1.4M4,167025816109
PHILIP MORRIS INTL INCCOM$1.3M7,454718172109
L3HARRIS TECHNOLOGIES INCCOM$1.3M4,615502431109
INVESCO LTDSHS$1.3M50,498G491BT108
EMERSON ELEC COCOM$1.3M9,090291011104
BLACKSTONE INCCOM$1.3M10,68309260D107
BANK OZK LITTLE ROCK ARKCOM$1.2M23,91606417N103
ADVANCE AUTO PARTS INCCOM$1.2M19,73200751Y106
TERADATA CORP DELCOM$1.2M35,13888076W103
TRAVELERS COMPANIES INCCOM$1.2M3,61689417E109
INTERNATIONAL PAPER COCOM$1.2M31,197460146103
SCHWAB CHARLES CORPCOM$1.2M12,722808513105
CBOE GLOBAL MKTS INCCOM$1.1M4,69012503M108
UNUM GROUPCOM$1.1M12,42791529Y106
BANK MONTREAL MEDIUMCOM$1.1M6,121063671101
BOEING COCOM$1.1M4,991097023105
UNILEVER PLCSPON ADR NEW$1.1M17,871904767803
DOLLAR TREE INCCOM$1.1M8,714256746108
TRUIST FINL CORPCOM$1M20,91789832Q109
PILGRIMS PRIDE CORPCOM$1M36,88672147K108
ALBEMARLE CORPCOM$1M7,604012653101
LINCOLN NATL CORP INDCOM$1M28,702534187109
CANADIAN PACIFIC KANSAS CITYCOM$1M11,58413646K108
KRAFT HEINZ COCOM$986.7K41,775500754106
SLB LIMITEDCOM STK$984.6K21,179806857108
BP PLCSPONSORED ADR$966.9K26,168055622104
FORTINET INCCOM$966.6K6,29234959E109
OCCIDENTAL PETE CORPCOM$944.2K19,439674599105
LYONDELLBASELL INDUSTRIES NVSHS - A -$917.9K17,434N53745100
AT&T INCCOM$900.5K43,50300206R102
PRUDENTIAL FINL INCCOM$896.6K8,307744320102
DISNEY WALT COCOM$891.6K9,263254687106
BAIDU INCSPON ADR REP A$889.6K7,784056752108
ALIBABA GROUP HLDG LTDSPONSORED ADS$881K9,17901609W102
HEALTHPEAK PROPERTIES INCCOM$852.5K39,83642250P103
BRITISH AMERN TOB PLCSPONSORED ADR$841.5K13,625110448107
BHP BILLITON LIMITEDSPONSORED ADS$839.9K10,082088606108
KINDER MORGAN INC DELCOM$782.1K24,46449456B101
THE CIGNA GROUPCOM$767.5K2,784125523100
JAZZ PHARMACEUTICALS PLCSHS USD$766.8K3,182G50871105
MOLSON COORS BEVERAGE COCL B$761.5K19,54560871R209
V F CORPCOM$730.6K43,798918204108
TARGET CORPCOM$699.3K5,35487612E106
NORTHWEST BANCSHARES INCCOM$682.4K45,012667340103
MICROSOFT CORPCOM$591.2K1,585594918104
AMAZON COM INCCOM$581.6K2,440023135106
ALIGN TECHNOLOGY INCCOM$554.7K3,289016255101
WALMART INCCOM$551.9K4,873931142103
HOME DEPOT INCCOM$529K1,500437076102
DIAGEO PLCSPON ADR NEW$517.2K6,43425243Q205
COCA COLA COCOM$496.4K6,108191216100
FISERV INCCOM$476K9,704337738108
LAUDER ESTEE COS INCCL A$470.9K5,965518439104
PERRIGO CO PLCSHS$352.2K33,896G97822103
LINDE PLCSHS$316K609G54950103
SELECT SECTOR SPDR TRST STR TECHN ETF$296.4K1,55681369Y803
VANGUARD INTL EQUITY INDEX FALLWRLD EX US$219.5K2,621922042775
VISA INCCOM CL A$211.7K61792826C839
ELI LILLY & COCOM$205.1K171532457108
SCHWAB STRATEGIC TRUS BRD MKT ETF$203.9K7,041808524102
HEWLETT PACKARD ENTERPRISE CCOM$200.9K4,45442824C109
SURF AIR MOBILITY INCCOM NEW$26.7K23,050868927203
BIOAFFINITY TECHNOLOGIES INCCOM NEW$8.5K10,41809076W307
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-09-01

Parrish Capital LLC — 87 positions reported for 2026Q2 — Tapewire