Paradigm Capital Management as of June 30, 2026
Portfolio Holdings for Paradigm Capital Management
Paradigm Capital Management holds 65 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 11.8 | $14M | 58k | 236.61 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 11.4 | $13M | 262k | 50.57 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 8.3 | $9.7M | 61k | 158.04 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.1 | $4.8M | 152k | 31.71 | |
| Vanguard World Health Car Etf (VHT) | 3.9 | $4.5M | 15k | 298.98 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $4.4M | 8.7k | 500.40 | |
| Merck & Co (MRK) | 3.1 | $3.6M | 28k | 128.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $3.6M | 10k | 353.31 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $3.5M | 11k | 327.30 | |
| Verizon Communications (VZ) | 2.4 | $2.8M | 67k | 42.33 | |
| Apple (AAPL) | 2.3 | $2.7M | 9.3k | 289.39 | |
| Kinder Morgan (KMI) | 2.1 | $2.4M | 75k | 31.98 | |
| Altria (MO) | 1.9 | $2.3M | 31k | 71.96 | |
| Microsoft Corporation (MSFT) | 1.9 | $2.2M | 6.0k | 373.03 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.8 | $2.1M | 61k | 33.84 | |
| Johnson & Johnson (JNJ) | 1.8 | $2.1M | 8.1k | 253.95 | |
| Chevron Corporation (CVX) | 1.8 | $2.0M | 12k | 165.78 | |
| Bank of America Corporation (BAC) | 1.6 | $1.9M | 33k | 56.98 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $1.8M | 2.5k | 736.54 | |
| Us Bancorp Del Com New (USB) | 1.5 | $1.7M | 28k | 60.40 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $1.6M | 12k | 136.74 | |
| Amgen (AMGN) | 1.4 | $1.6M | 4.4k | 362.12 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.3 | $1.5M | 27k | 56.46 | |
| Amazon (AMZN) | 1.2 | $1.4M | 5.9k | 238.42 | |
| Truist Financial Corp equities (TFC) | 1.2 | $1.3M | 27k | 49.81 | |
| At&t (T) | 1.0 | $1.2M | 57k | 20.70 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.9 | $1.1M | 951.00 | 1156.68 | |
| Philip Morris International (PM) | 0.9 | $1.1M | 6.1k | 180.89 | |
| Oneok (OKE) | 0.9 | $1.1M | 13k | 86.92 | |
| Applied Materials (AMAT) | 0.9 | $1.1M | 1.5k | 722.82 | |
| Visa Com Cl A (V) | 0.9 | $1.0M | 3.0k | 343.03 | |
| Goldman Sachs (GS) | 0.9 | $1.0M | 1.0k | 1011.88 | |
| Hewlett Packard Enterprise (HPE) | 0.9 | $1.0M | 22k | 45.09 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.8 | $970k | 2.7k | 366.04 | |
| Dominion Resources (D) | 0.8 | $951k | 14k | 68.29 | |
| MetLife (MET) | 0.8 | $890k | 11k | 84.62 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $878k | 1.2k | 746.60 | |
| Duke Energy Corp Com New (DUK) | 0.7 | $842k | 6.7k | 126.60 | |
| McDonald's Corporation (MCD) | 0.7 | $818k | 3.0k | 270.41 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $576k | 1.6k | 369.94 | |
| Wells Fargo & Company (WFC) | 0.5 | $571k | 6.9k | 82.63 | |
| Costco Wholesale Corporation (COST) | 0.5 | $540k | 577.00 | 935.88 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $527k | 22k | 24.53 | |
| Pfizer (PFE) | 0.4 | $523k | 22k | 24.10 | |
| Cisco Systems (CSCO) | 0.4 | $513k | 4.4k | 117.55 | |
| Meta Platforms Cl A (META) | 0.4 | $505k | 896.00 | 563.62 | |
| Eaton Corp SHS (ETN) | 0.4 | $457k | 1.1k | 425.91 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $407k | 8.9k | 45.73 | |
| Amphenol Corp Cl A (APH) | 0.3 | $404k | 2.3k | 176.34 | |
| Apa Corporation (APA) | 0.3 | $403k | 12k | 32.57 | |
| Honeywell Aerospace (HONA) | 0.3 | $395k | 1.8k | 221.29 | |
| American Intl Group Com New (AIG) | 0.3 | $393k | 5.3k | 74.60 | |
| Home Depot (HD) | 0.3 | $379k | 1.1k | 352.23 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.3 | $328k | 8.1k | 40.27 | |
| Lumentum Hldgs (LITE) | 0.3 | $327k | 381.00 | 858.27 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $325k | 2.1k | 156.85 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $322k | 1.7k | 189.41 | |
| Wheaton Precious Metals Corp (WPM) | 0.2 | $281k | 2.5k | 112.40 | |
| Pepsi (PEP) | 0.2 | $280k | 2.1k | 135.40 | |
| SLB Com Stk (SLB) | 0.2 | $238k | 5.1k | 46.44 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $227k | 2.7k | 85.66 | |
| PG&E Corporation (PCG) | 0.2 | $224k | 13k | 16.81 | |
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $215k | 642.00 | 334.89 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $211k | 307.00 | 687.30 | |
| Uber Technologies (UBER) | 0.2 | $207k | 2.9k | 72.00 |