Paradigm Capital Management as of Sept. 30, 2025
Portfolio Holdings for Paradigm Capital Management
Paradigm Capital Management holds 60 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 12.4 | $13M | 58k | 215.78 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 12.0 | $12M | 238k | 50.73 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 8.5 | $8.6M | 61k | 140.95 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.4 | $5.5M | 11k | 502.75 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.9 | $3.9M | 145k | 27.30 | |
| Vanguard World Health Car Etf (VHT) | 3.7 | $3.7M | 14k | 259.57 | |
| JPMorgan Chase & Co. (JPM) | 3.4 | $3.4M | 11k | 315.44 | |
| Verizon Communications (VZ) | 2.7 | $2.7M | 62k | 43.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $2.7M | 11k | 243.53 | |
| Microsoft Corporation (MSFT) | 2.6 | $2.6M | 5.0k | 517.91 | |
| Merck & Co (MRK) | 2.6 | $2.6M | 31k | 83.94 | |
| Apple (AAPL) | 2.5 | $2.6M | 10k | 254.63 | |
| Kinder Morgan (KMI) | 1.9 | $1.9M | 69k | 28.31 | |
| Chevron Corporation (CVX) | 1.9 | $1.9M | 12k | 155.31 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $1.9M | 2.8k | 666.19 | |
| Altria (MO) | 1.8 | $1.8M | 27k | 66.05 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $1.8M | 3.0k | 600.40 | |
| Bank of America Corporation (BAC) | 1.7 | $1.7M | 33k | 51.59 | |
| At&t (T) | 1.6 | $1.6M | 56k | 28.23 | |
| Johnson & Johnson (JNJ) | 1.6 | $1.6M | 8.5k | 185.42 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.5 | $1.5M | 46k | 31.90 | |
| Us Bancorp Del Com New (USB) | 1.4 | $1.4M | 28k | 48.34 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $1.3M | 12k | 112.75 | |
| Amgen (AMGN) | 1.2 | $1.3M | 4.5k | 282.19 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 1.2 | $1.2M | 961.00 | 1234.13 | |
| Oneok (OKE) | 1.2 | $1.2M | 16k | 72.98 | |
| Visa Com Cl A (V) | 1.0 | $1.1M | 3.1k | 341.32 | |
| MetLife (MET) | 0.9 | $933k | 11k | 82.34 | |
| McDonald's Corporation (MCD) | 0.9 | $919k | 3.0k | 303.80 | |
| Philip Morris International (PM) | 0.9 | $884k | 5.4k | 162.29 | |
| Truist Financial Corp equities (TFC) | 0.9 | $873k | 19k | 45.72 | |
| Goldman Sachs (GS) | 0.8 | $842k | 1.1k | 796.59 | |
| Duke Energy Corp Com New (DUK) | 0.8 | $771k | 6.2k | 123.68 | |
| Meta Platforms Cl A (META) | 0.7 | $731k | 996.00 | 733.94 | |
| Pfizer (PFE) | 0.6 | $607k | 24k | 25.50 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $574k | 1.7k | 328.38 | |
| Costco Wholesale Corporation (COST) | 0.5 | $552k | 597.00 | 924.62 | |
| Amazon (AMZN) | 0.5 | $472k | 2.2k | 219.53 | |
| Home Depot (HD) | 0.5 | $462k | 1.1k | 404.91 | |
| American Intl Group Com New (AIG) | 0.4 | $414k | 5.3k | 78.59 | |
| Hp (HPQ) | 0.4 | $398k | 15k | 27.25 | |
| Vitesse Energy Common Stock (VTS) | 0.4 | $392k | 17k | 23.22 | |
| Apa Corporation (APA) | 0.4 | $379k | 16k | 24.26 | |
| Tesla Motors (TSLA) | 0.4 | $372k | 836.00 | 444.98 | |
| Vici Pptys (VICI) | 0.4 | $359k | 11k | 32.64 | |
| Pepsi (PEP) | 0.4 | $356k | 2.5k | 140.43 | |
| Chubb (CB) | 0.3 | $320k | 1.1k | 281.94 | |
| Applied Materials (AMAT) | 0.3 | $315k | 1.5k | 204.94 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.3 | $299k | 8.1k | 36.71 | |
| Cisco Systems (CSCO) | 0.3 | $298k | 4.4k | 68.36 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $294k | 480.00 | 612.50 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $292k | 2.3k | 128.35 | |
| Wells Fargo & Company (WFC) | 0.3 | $291k | 3.5k | 83.86 | |
| Wheaton Precious Metals Corp (WPM) | 0.3 | $280k | 2.5k | 112.00 | |
| Dominion Resources (D) | 0.3 | $274k | 4.5k | 61.23 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $266k | 1.6k | 167.19 | |
| Uber Technologies (UBER) | 0.2 | $221k | 2.3k | 97.79 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $202k | 301.00 | 671.10 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $202k | 2.8k | 73.45 | |
| BlackRock Municipal Income Trust II (BLE) | 0.1 | $105k | 10k | 10.50 |