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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Paragon Capital Management Ltd

Quarter ended Q3 2024 · Filed October 10, 2024 · Accession 0001085146-24-004825

Total Value
$510.3M
Positions
206
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (206)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SPECIALIZED FUNDS921908844340,428$67.4M13.21%
2AIRBNB INCABNB417,215$52.9M10.37%
3INVESCO EXCHANGE TRADED FD TIVZ780,941$52.5M10.29%
4COINBASE GLOBAL INCCOIN223,393$39.8M7.80%
5MICROSOFT CORPMSFT69,195$29.8M5.83%
6PACER FDS TR69374H881437,787$25.3M4.96%
7ISHARES TR46434V456565,172$23.4M4.60%
8SALESFORCE INCCRM76,081$20.8M4.08%
9PINTEREST INCPINS604,602$19.6M3.84%
10DIGITALOCEAN HLDGS INCDOCN376,266$15.2M2.98%
112023 ETF SERIES TRUST II90139K100321,410$10.5M2.05%
12SPDR S&P 500 ETF TRSPY16,898$9.7M1.90%
13OKTA INCOKTA124,200$9.2M1.81%
14VANGUARD INDEX FDS92290874442,225$7.4M1.44%
15ISHARES TR46428746568,115$5.7M1.12%
16ISHARES TR46428866147,526$5.7M1.11%
17VANGUARD MUN BD FDS922907746110,465$5.6M1.11%
18PROSHARES TR74348A46746,682$5.0M0.98%
19APPLE INCAAPL19,841$4.6M0.91%
20T-MOBILE US INCTMUSZ19,346$4.0M0.78%
21LYFT INCLYFT283,742$3.6M0.71%
22VANGUARD WORLD FD92191073327,391$2.8M0.55%
23PATHWARD FINANCIAL INCCASH0$2.8M0.54%
24FRANKLIN TEMPLETON ETF TRFGDL79,180$2.4M0.47%
25ISHARES INC46434G82230,460$2.2M0.43%
26VANGUARD SCOTTSDALE FDS92206C70635,246$2.1M0.42%
27SSGA ACTIVE ETF TR78467V84841,669$1.7M0.34%
28VANGUARD INDEX FDS9229086118,511$1.7M0.33%
29ORACLE CORPORCL-PD9,565$1.6M0.32%
30VANGUARD INTL EQUITY INDEX F92204271812,290$1.5M0.30%
31PROCTER AND GAMBLE CO7427181098,896$1.5M0.30%
32ABBVIE INCABBV7,559$1.5M0.29%
33VANGUARD MUN BD FDS92290773814,310$1.4M0.28%
34SPDR SER TR78464A30015,097$1.3M0.26%
35ISHARES TR46432F84216,792$1.3M0.26%
36VANGUARD TAX-MANAGED FDS92194385824,668$1.3M0.26%
37ELI LILLY & COLLY1,421$1.3M0.25%
38AMERICAN CENTY ETF TR02507287713,085$1.3M0.25%
39ASANA INCASAN94,152$1.1M0.21%
40ISHARES TR46435G53212,713$1.1M0.21%
41BROOKFIELD RENEWABLE CORPBEPC30,875$1.0M0.20%
42WALMART INCWMT12,177$983,2930.19%
43BROADCOM INCAVGO5,637$972,4240.19%
44SPDR S&P MIDCAP 400 ETF TRMDY1,700$968,4220.19%
45SAMSARA INCIOT19,423$934,6350.18%
46TEXAS INSTRS INC8825081044,481$925,7150.18%
47AMGEN INCAMGN2,820$908,6320.18%
48ISHARES TR4642875984,701$892,2880.17%
49ROBLOX CORPRBLX18,588$822,7050.16%
50JPMORGAN CHASE & CO.VYLD3,670$773,9110.15%
51MOLSON COORS BEVERAGE COTAP-A13,289$764,4070.15%
52ROBINHOOD MKTS INC77070010231,454$736,6530.14%
53ABBOTT LABSABLZF6,281$716,1740.14%
54JOHNSON & JOHNSONJNJ4,118$667,3920.13%
55BROOKFIELD INFRASTRUCTURE COBIPC14,784$642,0690.13%
56VANGUARD CALIF TAX FREE FDS9220216056,278$636,4690.12%
57CISCO SYS INCCSCO11,812$628,6450.12%
58INVESCO EXCHANGE TRADED FD TIVZ6,862$610,1710.12%
59COCA COLA COKO8,377$602,0340.12%
60DEVON ENERGY CORP NEW25179M10315,039$588,3260.12%
61FISERV INCFISV3,200$574,8800.11%
62HOME DEPOT INCHD1,296$525,1960.10%
63ILLINOIS TOOL WKS INC4523081092,000$524,1400.10%
64PFIZER INCPFE17,949$519,4440.10%
65COMCAST CORP NEWCCZ12,385$517,3210.10%
66COLGATE PALMOLIVE COCL4,794$497,6650.10%
67MERCK & CO INCMRK4,283$486,3970.10%
68POET TECHNOLOGIES INCPOET107,600$477,7440.09%
69AMERICAN CENTY ETF TR0250728026,708$474,0920.09%
70ISHARES TR46428822432,141$472,1550.09%
71ISHARES TR4642883567,860$456,7810.09%
72AFFIRM HLDGS INCAFRM10,770$439,6310.09%
73VANGUARD INDEX FDS9229087691,540$436,1740.09%
74ISHARES TR4642876302,526$421,4840.08%
75BEST BUY INCBBY4,051$418,5110.08%
76ISHARES TR4642884143,793$412,1030.08%
77MCDONALDS CORPMCD1,338$407,4340.08%
78CHEVRON CORP NEWCVX2,666$392,6820.08%
79MAPLEBEAR INCCART9,555$389,2710.08%
80MARRIOTT INTL INC NEW5719032021,536$382,0700.07%
81ISHARES TR4642871194,539$381,4580.07%
82PHILLIPS 66PSX2,899$381,0840.07%
83COLUMBIA BKG SYS INC19723610214,152$369,5300.07%
84DISNEY WALT CO2546871063,826$368,0290.07%
85METLIFE INCMET-PF4,454$367,4390.07%
86NVIDIA CORPORATIONNVDA3,010$365,5770.07%
87MARATHON PETE CORPMARA2,235$364,1300.07%
88HEWLETT PACKARD ENTERPRISE CHPE-PC17,663$361,3900.07%
89PROSHARES TR74347B5087,000$353,9260.07%
90FOX CORPFOX8,288$350,8530.07%
91YUM BRANDS INCYUM2,509$350,5320.07%
92ISHARES TR4642876481,231$349,6040.07%
93BANK NEW YORK MELLON CORP0640581004,861$349,3740.07%
94COUSINS PPTYS INC22279550211,849$349,3140.07%
95GROUP 1 AUTOMOTIVE INCGPI909$348,2280.07%
96ISHARES TR4642886386,482$348,2130.07%
97KB HOMEKBH3,999$342,6760.07%
98FIRST TR EXCHNG TRADED FD VI33740U5057,802$341,5790.07%
99VALLEY NATL BANCORP91979410737,377$338,6430.07%
100PAGERDUTY INCPD17,957$333,1020.07%
101INVESCO LTDIVZ18,960$332,9490.07%
102REGIONS FINANCIAL CORP NEWRF-PF14,250$332,4680.07%
103M & T BK CORP55261F1041,856$330,6270.06%
104SCHWAB STRATEGIC TR8085247714,575$328,3020.06%
105SELECT SECTOR SPDR TR81369Y2092,123$326,9840.06%
106SCHWAB STRATEGIC TR8085247635,479$326,3840.06%
107JACKSON FINANCIAL INCJXN-PA3,563$325,1350.06%
108STATE STR CORPSTT-PG3,672$324,9190.06%
109KILROY RLTY CORP49427F1088,391$324,7510.06%
110CITIZENS FINL GROUP INCCIA7,893$324,1980.06%
111PEPSICO INCPEP1,901$323,4270.06%
112VANGUARD WHITEHALL FDS9219468103,653$322,5500.06%
113VANGUARD INDEX FDS922908363610$321,9820.06%
114AGNC INVT CORP00123Q10430,717$321,3100.06%
115GLOBE LIFE INCGL-PD3,031$321,0830.06%
116OLD REP INTL CORP6802231049,032$319,9150.06%
117CVS HEALTH CORPCVS5,070$318,8610.06%
118ISHARES TR4642878872,284$318,5950.06%
119B2GOLD CORPBTG103,281$318,1050.06%
120SYNOVUS FINL CORP87161C5017,131$317,1250.06%
121VIATRIS INCVTRS27,162$315,3540.06%
122UNUM GROUPUNMA5,301$315,1310.06%
123AXIS CAP HLDGS LTDG0692U1093,942$313,8230.06%
124MERITAGE HOMES CORPMTH1,527$313,2560.06%
125INVESCO EXCHANGE TRADED FD TIVZ4,434$312,8050.06%
126HONEYWELL INTL INC4385161061,504$310,8920.06%
127SPDR INDEX SHS FDS78463X8554,993$308,0740.06%
128CNA FINL CORP1261171006,293$308,0050.06%
129TRUIST FINL CORP89832Q1097,199$307,9410.06%
130ZIONS BANCORPORATION N A9897011076,432$303,7600.06%
131SIGNET JEWELERS LIMITEDSIG2,927$301,9240.06%
132ISHARES TR4642871762,716$300,0370.06%
133LINCOLN NATL CORP IND5341871099,507$299,5700.06%
134VOYA FINANCIAL INCVOYA-PB3,776$299,1770.06%
135CONAGRA BRANDS INCCAG9,081$295,3320.06%
136AMERICAN EXPRESS COAXP1,087$294,7940.06%
137CAPITAL ONE FINL CORP14040H1051,968$294,6800.06%
138PENSKE AUTOMOTIVE GRP INC70959W1031,813$294,5630.06%
139HUNTINGTON BANCSHARES INCHBANP20,019$294,2880.06%
140PRUDENTIAL FINL INCPUKPF2,405$291,3130.06%
141CALIFORNIA RES CORPCRC5,545$290,9750.06%
142INVESCO EXCHANGE TRADED FD TIVZ1,624$290,9580.06%
143AVNET INCAVT5,349$290,5080.06%
144REINSURANCE GRP OF AMERICA I7593516041,333$290,4760.06%
145PRINCIPAL FINANCIAL GROUP INPFG3,360$288,6890.06%
146INVESCO EXCH TRADED FD TR IIIVZ13,083$287,1720.06%
147INTERPUBLIC GROUP COS INCINTR9,065$286,7330.06%
148LYONDELLBASELL INDUSTRIES NLYB2,970$284,8700.06%
149ACADEMY SPORTS & OUTDOORS INASO4,874$284,4520.06%
150RITHM CAPITAL CORPRITM-PF25,051$284,3290.06%
151INTERNATIONAL BUSINESS MACHSINTR1,285$284,1500.06%
152WEBSTER FINL CORP9478901096,064$282,6840.06%
153NOMAD FOODS LTDNOMD14,808$282,2400.06%
154SPDR GOLD TRGLD1,155$280,7340.06%
155INVESCO EXCHANGE TRADED FD TIVZ6,880$279,5340.05%
156EVEREST GROUP LTDEG712$279,1290.05%
157VERIZON COMMUNICATIONS INCVZ6,165$276,8700.05%
158TD SYNNEX CORPORATIONSNX2,286$274,5620.05%
159ASSOCIATED BANC CORPASBA12,624$271,9330.05%
160COMMERCIAL METALS COCMC4,895$269,0440.05%
161COREBRIDGE FINL INC21871X1099,146$266,7010.05%
162INVESCO EXCH TRADED FD TR IIIVZ5,086$265,1330.05%
163ARCHER DANIELS MIDLAND COADM4,422$264,2260.05%
164ACCENTURE PLC IRELANDACN737$260,5150.05%
165BUNGE GLOBAL SABG2,655$256,5820.05%
166LKQ CORPLKQ6,374$254,4760.05%
167WASTE MGMT INC DEL94106L1091,225$254,3380.05%
168GENERAL MLS INC3703341043,430$253,3210.05%
169SCHWAB STRATEGIC TR8085246074,813$247,8700.05%
170SCHWAB STRATEGIC TR8085247486,418$244,8470.05%
171STERIS PLCSTE1,000$242,5400.05%
172SCHWAB STRATEGIC TR8085248055,831$239,7710.05%
173VALERO ENERGY CORPVLO1,760$237,6800.05%
174KLA CORPKLAC302$233,8720.05%
175EXXON MOBIL CORPXOM1,975$231,5550.05%
176RTX CORPORATIONRTX1,909$231,2940.05%
177BORGWARNER INCBWA6,249$226,8000.04%
178CENCORA INCCOR1,007$226,7480.04%
179WISDOMTREE TRWT2,788$224,8800.04%
180PULTE GROUP INC7458671011,560$223,9070.04%
181HF SINCLAIR CORPDINO4,949$220,5940.04%
182HELMERICH & PAYNE INCHP7,243$220,3350.04%
183LOCKHEED MARTIN CORPLMT376$219,9920.04%
184DIAGEO PLCDGEAF1,560$218,9350.04%
185APPLIED MATLS INC0382221051,079$218,0710.04%
186ISHARES TR4642877211,416$214,6940.04%
187MOSAIC CO NEWMOS7,995$214,1240.04%
188BANK OZK LITTLE ROCK ARKOZKAP4,979$214,0520.04%
189SYSCO CORPSYY2,735$213,5500.04%
190COSTCO WHSL CORP NEW22160K105237$210,8960.04%
191SELECT SECTOR SPDR TR81369Y5062,386$209,5740.04%
192ICL GROUP LTDICL48,765$208,7970.04%
193GE AEROSPACE3696043011,103$208,0040.04%
194TEREX CORP NEWTEX3,913$207,0700.04%
195ENERGY TRANSFER L PET-PI12,834$205,9860.04%
196CHORD ENERGY CORPORATIONCHRD1,566$203,9910.04%
197REDDIT INCRDDT3,094$203,9560.04%
198ISHARES TR4642886463,847$202,5830.04%
199BRISTOL-MYERS SQUIBB COCELG-RI3,909$202,2550.04%
200LIBERTY ENERGY INCLBRT10,593$202,2290.04%
201FRANKLIN RESOURCES INCBEN10,014$201,7960.04%
202ISHARES TR46434VBG47,950$200,4200.04%
203PARAMOUNT GLOBAL92556H20618,313$194,4890.04%
204MACYS INC55616P10412,326$193,4010.04%
205WALGREENS BOOTS ALLIANCE INC93142710817,511$156,9000.03%
206VODAFONE GROUP PLC NEW92857W30810,628$106,4930.02%