Parnassus Investments – Parnassus Endeavor Fund Portfolio Overview
The Parnassus Endeavor Fund portfolio, managed by Parnassus Investments, offers a complete view of current equity holdings, portfolio balances, trading activity, derivatives exposure, and sector allocation. This data is based on the most recent SEC 13F filing submitted on Aug 06, 2025, reflecting positions as of Jun 30, 2025.
Through this portfolio overview, investors can explore:
Balances – total equity value and top positions.
Holdings – individual stock positions with weights.
Activity – recent buys, sells, and strategic changes.
Options – calls, puts, and derivative positions.
Allocation – sector and industry distribution.
Together, these sections provide insights into Parnassus Investments's investment strategy, capital allocation, and market outlook, making the portfolio a valuable resource for investors and researchers alike.