Paralel Advisors Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 11, 2026, Paralel Advisors Llc disclosed 125 stock positions valued at approximately $2.59B as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, JPMORGAN CHASE & CO, and ENTERPRISE PRODS PARTNERS L.

Report Period
June 30, 2026
No. of Stocks
125
Portfolio Value
$2.59B
Holdings by Sector
Paralel Advisors Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services29.74%1,028--$769,817,800
JPMORGAN CHASE & COJPMFinancial Services13.00%1,028,000--$336,495,240
ENTERPRISE PRODS PARTNERS LEPDEnergy5.18%3,650,000--$134,174,000
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services4.85%251,000--$125,597,890
CISCO SYS INCCSCOTechnology4.54%1,000,000-240,000-19.35%$117,460,000
CATERPILLAR INCCATIndustrials4.11%100,000--$106,490,000
EVERCORE INCEVRFinancial Services3.96%300,000--$102,432,000
COHEN & STEERS INFRASTRUCTURUTFFinancial Services2.93%2,750,000--$75,872,499
EBAY INC.EBAYConsumer Cyclical2.81%650,000--$72,637,500
TRAVELERS COMPANIES INCTRVFinancial Services2.81%220,000--$72,626,400
SCHWAB CHARLES CORPSCHWFinancial Services2.67%750,000--$69,202,500
YUM BRANDS INCYUMConsumer Cyclical2.62%425,000--$67,940,500
STANLEY BLACK & DECKER INCSWKIndustrials1.93%530,000--$49,883,600
MICROSOFT CORPMSFTTechnology1.58%110,000--$41,032,200
INSTALLED BLDG PRODS INCIBPConsumer Cyclical1.46%165,000--$37,923,600
QXO INCQXOTechnology1.37%2,050,000+550,000+36.67%$35,424,000
MAPLEBEAR INCCARTConsumer Cyclical1.28%700,000--$33,145,000
PAYPAL HLDGS INCPYPLFinancial Services0.92%551,070+10,075+1.86%$23,795,203
GFL ENVIRONMENTAL INCGFLIndustrials0.78%550,000--$20,234,500
WALMART INCWMTConsumer Defensive0.70%160,000-110,000-40.74%$18,121,600
DRAFTKINGS INC NEWDKNGConsumer Cyclical0.59%600,000--$15,156,000
FIRST WATCH RESTAURANT GROUPFWRGConsumer Cyclical0.45%900,000--$11,601,000
LAMAR ADVERTISING COLAMRReal Estate0.22%37,168--$5,797,465
HUMANA INCHUMHealthcare0.20%13,322+3,212+31.77%$5,291,765
STERLING INFRASTRUCTURE INCSTRLIndustrials0.18%5,672+5,672+100.00%$4,760,850
CENTENE CORP DELCNCHealthcare0.18%70,588+70,588+100.00%$4,531,044
COMMVAULT SYS INCCVLTTechnology0.16%29,664+29,664+100.00%$4,204,279
QUALYS INCQLYSTechnology0.14%26,294+5,051+23.78%$3,615,162
UNITEDHEALTH GROUP INCUNHHealthcare0.14%8,536+3,431+67.21%$3,547,818
REALTY INCOME CORPOReal Estate0.14%57,000+57,000+100.00%$3,531,720
Showing 30 of 125 holdings in the latest reporting period.