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Parrish Capital LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002131053

$103.7M

disclosed book value

87

positions

3.9%

largest position share

Positions, as of 2026-06-30

top 87 of 87 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC13,956$4.0M3.9%
2GOOGLALPHABET INC11,182$4.0M3.9%
3INTCINTEL CORP25,310$3.5M3.4%
4PANWPALO ALTO NETWORKS INC8,619$2.9M2.8%
5GEGE AEROSPACE7,059$2.6M2.5%
6TEVATEVA PHARMACEUTICAL INDS LTD77,150$2.6M2.5%
7GILDGILEAD SCIENCES INC19,540$2.5M2.4%
8MRVLMARVELL TECHNOLOGY INC7,974$2.4M2.3%
9QCOMQUALCOMM INC11,317$2.1M2%
10ORCLORACLE CORP13,945$2.0M2%
11GEVGE VERNOVA INC1,593$1.9M1.8%
12EATON CORP PLC4,358$1.9M1.8%
13ASTRAZENECA PLC9,687$1.8M1.8%
14EXMOCEXXON MOBIL CORP13,228$1.8M1.7%
15GSGOLDMAN SACHS GROUP INC1,728$1.7M1.7%
16ABALLIANCEBERNSTEIN HLDG L P48,636$1.7M1.7%
17ABBVABBVIE INC6,690$1.7M1.6%
18TOTALENERGIES SE20,613$1.6M1.5%
19GSKGSK PLC29,610$1.6M1.5%
20METAMETA PLATFORMS INC2,754$1.6M1.5%
21SHELSHELL PLC19,923$1.5M1.5%
22VZVERIZON COMMUNICATIONS INC36,448$1.5M1.5%
23VODVODAFONE GROUP PLC116,601$1.5M1.5%
24SOSOUTHERN CO15,418$1.5M1.4%
25AXPAMERICAN EXPRESS CO4,167$1.4M1.4%
26PMPHILIP MORRIS INTL INC7,454$1.3M1.3%
27LHXL3HARRIS TECHNOLOGIES INC4,615$1.3M1.3%
28INVESCO LTD50,498$1.3M1.3%
29EMREMERSON ELEC CO9,090$1.3M1.3%
30BXBLACKSTONE INC10,683$1.3M1.2%
31OZKBANK OZK LITTLE ROCK ARK23,916$1.2M1.2%
32AAPADVANCE AUTO PARTS INC19,732$1.2M1.2%
33TDCTERADATA CORP DEL35,138$1.2M1.2%
34TRVTRAVELERS COMPANIES INC3,616$1.2M1.2%
35IPINTERNATIONAL PAPER CO31,197$1.2M1.1%
36SCHWSCHWAB CHARLES CORP12,722$1.2M1.1%
37CBOECBOE GLOBAL MKTS INC4,690$1.1M1.1%
38UNMUNUM GROUP12,427$1.1M1.1%
39BMOBANK MONTREAL MEDIUM6,121$1.1M1%
40BABOEING CO4,991$1.1M1%
41ULUNILEVER PLC17,871$1.1M1%
42DLTRDOLLAR TREE INC8,714$1.1M1%
43TFCTRUIST FINL CORP20,917$1.0M1%
44PPCPILGRIMS PRIDE CORP36,886$1.0M1%
45ALBALBEMARLE CORP7,604$1.0M1%
46LNCLINCOLN NATL CORP IND28,702$1.0M1%
47CPCANADIAN PACIFIC KANSAS CITY11,584$1.0M1%
48KHCKRAFT HEINZ CO41,775$986,7261%
49SLBSLB LIMITED21,179$984,6120.9%
50BPBP PLC26,168$966,9080.9%
51FTNTFORTINET INC6,292$966,5770.9%
52OXYOCCIDENTAL PETE CORP19,439$944,1520.9%
53LYONDELLBASELL INDUSTRIES NV17,434$917,9000.9%
54TAT&T INC43,503$900,5120.9%
55PRUPRUDENTIAL FINL INC8,307$896,5750.9%
56DISDISNEY WALT CO9,263$891,5870.9%
57BIDUBAIDU INC7,784$889,6330.9%
58BABAALIBABA GROUP HLDG LTD9,179$881,0000.8%
59DOCHEALTHPEAK PROPERTIES INC39,836$852,4860.8%
60BTIBRITISH AMERN TOB PLC13,625$841,4800.8%
61BHPBHP BILLITON LIMITED10,082$839,9310.8%
62KMIKINDER MORGAN INC DEL24,464$782,1140.8%
63CITHE CIGNA GROUP2,784$767,4930.7%
64JAZZ PHARMACEUTICALS PLC3,182$766,7670.7%
65TAPMOLSON COORS BEVERAGE CO19,545$761,4730.7%
66VFCV F CORP43,798$730,5510.7%
67TGTTARGET CORP5,354$699,2860.7%
68NWBINORTHWEST BANCSHARES INC45,012$682,3820.7%
69MSFTMICROSOFT CORP1,585$591,2290.6%
70AMZNAMAZON COM INC2,440$581,5500.6%
71ALGNALIGN TECHNOLOGY INC3,289$554,7230.5%
72WMTWALMART INC4,873$551,9190.5%
73HDHOME DEPOT INC1,500$529,0360.5%
74DEODIAGEO PLC6,434$517,1650.5%
75KOCOCA COLA CO6,108$496,3660.5%
76FISVFISERV INC9,704$475,9810.5%
77ELLAUDER ESTEE COS INC5,965$470,9060.5%
78PERRIGO CO PLC33,896$352,1790.3%
79LINDE PLC609$316,0340.3%
80XLKSELECT SECTOR SPDR TR1,556$296,4490.3%
81VEUVANGUARD INTL EQUITY INDEX F2,621$219,5090.2%
82VVISA INC617$211,6870.2%
83LLYELI LILLY & CO171$205,1030.2%
84SCHBSCHWAB STRATEGIC TR7,041$203,9070.2%
85HPEHEWLETT PACKARD ENTERPRISE C4,454$200,9200.2%
86SRFMSURF AIR MOBILITY INC23,050$26,7380%
87BIAFBIOAFFINITY TECHNOLOGIES INC10,418$8,4590%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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