Paragon Capital Management Ltd Diversified Active

CIK: 0001569765 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 7, 2014

Total Value ($000): $145,265,158 (100.0% shares, 0.0% debt)

Holdings (73)

POWERSHARES ETF TRUST 31.8%
Value ($000) $46,131,756 Shares 2,150,665 Est. Cost $17860.00 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 27.5%
Value ($000) $39,973,969 Shares 512,816 Est. Cost $66200.05 Unrealized
SPY SPDR S&P 500 ETF TR 4.5%
Value ($000) $6,582,380 Shares 33,632 Est. Cost $168007.64 Unrealized
VTV VANGUARD INDEX FDS 2.1%
Value ($000) $3,080,067 Shares 38,049 Est. Cost $80950.02 Unrealized
XOM EXXON MOBIL CORP 2.1%
Value ($000) $3,024,931 Shares 30,045 Est. Cost $53.69 Unrealized +15.2%
VCSH VANGUARD SCOTTSDALE FDS 2.0%
Value ($000) $2,884,560 Shares 35,891 Est. Cost $79118.34 Unrealized
TWITTER INC 1.4%
Value ($000) $2,056,243 Shares 50,189 Est. Cost $40969.99 Unrealized
TIP ISHARES 1.4%
Value ($000) $2,013,032 Shares 17,450 Est. Cost $112010.02 Unrealized
MUB ISHARES 1.4%
Value ($000) $1,986,602 Shares 18,284 Est. Cost $104713.69 Unrealized
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $1,960,857 Shares 28,760 Est. Cost $44.38 Unrealized +15.4%
KO COCA COLA CO 1.3%
Value ($000) $1,955,295 Shares 46,159 Est. Cost $27.82 Unrealized +1.0%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $1,702,933 Shares 13,044 Est. Cost $71.30 Unrealized +6.5%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $1,521,577 Shares 14,544 Est. Cost $59.66 Unrealized +22.6%
EFA ISHARES 1.0%
Value ($000) $1,506,054 Shares 22,028 Est. Cost $57300.00 Unrealized
COMCAST CORP NEW 0.9%
Value ($000) $1,372,021 Shares 25,727 Est. Cost $39670.02 Unrealized
DXJ WISDOMTREE TR 0.9%
Value ($000) $1,304,587 Shares 26,430 Est. Cost $48086.36 Unrealized
CENTURYLINK INC 0.9%
Value ($000) $1,284,814 Shares 35,492 Est. Cost $35349.84 Unrealized
META FACEBOOK INC 0.8%
Value ($000) $1,155,369 Shares 17,170 Est. Cost $25.44 Unrealized +140.1%
SOUFUN HLDGS LTD 0.8%
Value ($000) $1,145,920 Shares 117,050 Est. Cost $18353.72 Unrealized
NUVEEN MUN VALUE FD INC 0.8%
Value ($000) $1,115,347 Shares 115,700 Est. Cost $9426.24 Unrealized
MMM 3M CO 0.7%
Value ($000) $1,027,604 Shares 7,174 Est. Cost $61.26 Unrealized +32.3%
MSFT MICROSOFT CORP 0.7%
Value ($000) $965,112 Shares 23,144 Est. Cost $27.25 Unrealized +24.6%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $881,701 Shares 11,219 Est. Cost $55.00 Unrealized +6.0%
TAP MOLSON COORS BREWING CO 0.6%
Value ($000) $826,365 Shares 11,143 Est. Cost $37.52 Unrealized +29.6%
AAPL APPLE INC 0.6%
Value ($000) $800,778 Shares 8,617 Est. Cost $18.36 Unrealized +1.6%
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $754,292 Shares 12,400 Est. Cost $47610.01 Unrealized
TWENTY FIRST CENTY FOX INC 0.5%
Value ($000) $723,109 Shares 21,125 Est. Cost $34600.00 Unrealized
SILVER SPRING NETWORKS INC 0.5%
Value ($000) $677,497 Shares 50,825 Est. Cost $17330.00 Unrealized
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $666,747 Shares 8,397 Est. Cost $37.00 Unrealized +32.5%
PFE PFIZER INC 0.4%
Value ($000) $631,768 Shares 21,286 Est. Cost $16.46 Unrealized +6.6%
LQD ISHARES 0.4%
Value ($000) $597,971 Shares 5,014 Est. Cost $113743.97 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $577,776 Shares 10,237 Est. Cost $26.55 Unrealized +24.2%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $560,668 Shares 3,093 Est. Cost $118.94 Unrealized -5.6%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $540,399 Shares 5,310 Est. Cost $82670.00 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $500,554 Shares 20,143 Est. Cost $15.24 Unrealized +9.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $469,008 Shares 1,800 Est. Cost $210100.00 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $450,657 Shares 8,577 Est. Cost $31.98 Unrealized +11.9%
BAX BAXTER INTL INC 0.3%
Value ($000) $428,378 Shares 5,925 Est. Cost $30.34 Unrealized +7.8%
AGG ISHARES 0.3%
Value ($000) $427,973 Shares 3,912 Est. Cost $107483.50 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $416,648 Shares 10,187 Est. Cost $30.73 Unrealized +2.5%
MCD MCDONALDS CORP 0.3%
Value ($000) $414,646 Shares 4,116 Est. Cost $71.59 Unrealized +4.5%
PEP PEPSICO INC 0.3%
Value ($000) $408,117 Shares 4,568 Est. Cost $56.30 Unrealized +8.2%
QAI INDEXIQ ETF TR 0.3%
Value ($000) $407,746 Shares 13,596 Est. Cost $27765.06 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $403,840 Shares 3,631 Est. Cost $63.06 Unrealized +13.8%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $368,060 Shares 7,702 Est. Cost $26.52 Unrealized +28.2%
ABEV AMBEV SA 0.2%
Value ($000) $352,000 Shares 50,000 Est. Cost $7410.00 Unrealized
WESTERN ASST MNGD MUN FD INC 0.2%
Value ($000) $341,583 Shares 26,075 Est. Cost $13330.01 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $323,733 Shares 5,207 Est. Cost $42.30 Unrealized +13.5%
MUNI PIMCO ETF TR 0.2%
Value ($000) $318,568 Shares 5,987 Est. Cost $51819.94 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $305,073 Shares 3,559 Est. Cost $44.64 Unrealized +19.5%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $304,547 Shares 2,582 Est. Cost $58.98 Unrealized +26.9%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $303,830 Shares 5,273 Est. Cost $36.36 Unrealized +13.3%
ORCL ORACLE CORP 0.2%
Value ($000) $302,962 Shares 7,475 Est. Cost $27.58 Unrealized +25.7%
MEDTRONIC INC 0.2%
Value ($000) $299,098 Shares 4,691 Est. Cost $51469.98 Unrealized
SPDR SERIES TRUST 0.2%
Value ($000) $292,637 Shares 12,358 Est. Cost $22860.01 Unrealized
OEF ISHARES 0.2%
Value ($000) $288,924 Shares 3,339 Est. Cost $86530.10 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $287,564 Shares 5,357 Est. Cost $15.62 Unrealized +26.6%
HD HOME DEPOT INC 0.2%
Value ($000) $283,166 Shares 3,498 Est. Cost $56.98 Unrealized +5.5%
CCL CARNIVAL CORP 0.2%
Value ($000) $282,375 Shares 7,500 Est. Cost $27.66 Unrealized +17.6%
L LOEWS CORP 0.2%
Value ($000) $280,604 Shares 2,053 Est. Cost $42.08 Unrealized -2.0%
BA BOEING CO 0.2%
Value ($000) $274,562 Shares 2,158 Est. Cost $111.71 Unrealized +0.8%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $270,449 Shares 4,675 Est. Cost $30.02 Unrealized +26.5%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $251,407 Shares 2,125 Est. Cost $91.42 Unrealized +3.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $243,422 Shares 3,074 Est. Cost $50.48 Unrealized +13.5%
VEA VANGUARD TAX MANAGED INTL FD 0.2%
Value ($000) $234,245 Shares 5,500 Est. Cost $39580.00 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $220,869 Shares 4,950 Est. Cost $39669.96 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $219,189 Shares 2,532 Est. Cost $86567.54 Unrealized
NUVEEN CALIF MUN VALUE FD 0.1%
Value ($000) $101,000 Shares 10,000 Est. Cost $9420.00 Unrealized
EMULEX CORP 0.1%
Value ($000) $77,235 Shares 13,550 Est. Cost $7390.04 Unrealized
EARTHLINK HLDGS CORP 0.0%
Value ($000) $63,768 Shares 17,142 Est. Cost $3610.02 Unrealized
USA TECHNOLOGIES INC 0.0%
Value ($000) $21,100 Shares 10,000 Est. Cost $1740.00 Unrealized
IPASS INC 0.0%
Value ($000) $20,720 Shares 17,267 Est. Cost $1890.02 Unrealized
URANERZ ENERGY CORP 0.0%
Value ($000) $14,800 Shares 10,000 Est. Cost $1100.00 Unrealized