Arkolith/Funds/Paralel Advisors LLC

Paralel Advisors LLC

CIK 1895911
Holdings as of Mar 31, 2026·disclosed May 8, 2026·~38-day 13F lag·13F-HR
Active Filer

Paralel Advisors LLC holds a focused book of 106 stocks worth $2.4B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Qxo Inc and trimmed Microsoft Corp. Their largest long position is Berkshire Hathaway Inc-CL A at 31% of the equity book.

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Use Arkolith to show Paralel Advisors LLC's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
1
existing
Trimmed
6
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
58%
Top 10 holdings
73%
Top 20 holdings
89%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

97% mapped to company sectors

Financials
59%
Industrials
14%
Information Technology
8%
Utilities
7%
Consumer Discretionary
5%
ETF / fund or unclassified
3%
Real Estate
2%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

106 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway Inc Del
CL A
$738.2M1.0K
30.7%
Held
2JPMorgan Chase & Co.
COM
$302.4M1.03M
12.6%
Held
3Enterprise Prods Partners L
COM
$138.1M3.65M
5.7%
Held
4Berkshire Hathaway Inc Del
CL B NEW
$120.3M251.0K
5.0%
Held
5Cisco Sys Inc
COM
$96.2M1.24M
4.0%
Held
6Evercore Inc
CLASS A
$89.6M300.0K
3.7%
Held
7Cohen & Steers Infrastructur
COM
$71.2M2.75M
3.0%
Held
8Caterpillar Inc
COM
$70.8M100.0K
2.9%
Held
9Schwab Charles Corp
COM
$70.5M750.0K
2.9%
Held
10Yum Brands Inc
COM
$66.1M425.0K
2.7%
Held
11Travelers Companies Inc
COM
$64.2M220.0K
2.7%
Held
12Ebay Inc.
COM
$59.2M650.0K
2.5%
Held
13Installed BLDG Prods Inc
COM
$43.7M165.0K
1.8%
Held
14Microsoft Corp
COM
$40.7M110.0K
1.7%
−45%
Reduced · −90K sh
15Stanley Black & Decker Inc
COM
$37.7M530.0K
1.6%
−22%
Reduced · −150K sh
16Walmart Inc
COM
$33.6M270.0K
1.4%
Held
17Qxo Inc
COM NEW
$29.1M1.50M
1.2%
New
New position
18Maplebear Inc
COM
$26.2M700.0K
1.1%
Held
19PayPal Hldgs Inc
COM
$24.5M541.0K
1.0%
Held
20GFL Environmental Inc
SUB VTG SHS
$22.9M550.0K
1.0%
−45%
Reduced · −450K sh
21Ciena Corp
COM NEW
$17.2M44.3K
0.7%
Held
22Forward Air Corp
COM
$16.3M975.0K
0.7%
Held
23Draftkings Inc New
COM CL A
$13.0M600.0K
0.5%
Held
24First Watch Restaurant Group
COM
$9.4M900.0K
0.4%
Held
25Emcor Group Inc
COM
$5.3M7.2K
0.2%
Held
26Jabil Inc
COM
$5.2M19.7K
0.2%
Held
27Enersys
COM
$5.1M29.2K
0.2%
Held
28Keysight Technologies Inc
COM
$5.0M17.9K
0.2%
Held
29Lamar Advertising Co New
CL A
$4.7M37.2K
0.2%
Held
30New York Times Co
CL A
$4.5M53.9K
0.2%
Held
31Plexus Corp
COM
$4.2M20.9K
0.2%
Held
32Cardinal Health Inc
COM
$4.1M19.4K
0.2%
Held
33Ventas Inc
COM
$4.0M48.5K
0.2%
Held
34Akamai Technologies Inc
COM
$3.8M33.2K
0.2%
Held
35Watts Water Technologies Inc
CL A
$3.8M13.1K
0.2%
Held
36Coca Cola Cons Inc
COM
$3.8M19.8K
0.2%
Held
37Arcosa Inc
COM
$3.7M34.7K
0.2%
Held
38Frontdoor Inc
COM
$3.7M69.6K
0.2%
Held
39Polaris Inc
COM
$3.6M65.3K
0.1%
Held
40McKesson Corp
COM
$3.4M4.0K
0.1%
Held
41Toro Co
COM
$3.4M36.8K
0.1%
Held
42Vistra Corp
COM
$3.4M22.8K
0.1%
Held
43Cboe Global MKTS Inc
COM
$3.3M11.8K
0.1%
Held
44Pegasystems Inc
COM
$3.3M77.0K
0.1%
Held
45Applied Indl Technologies In
COM
$3.1M11.9K
0.1%
Held
46Target Corp
COM
$3.1M25.6K
0.1%
Held
47Leidos Holdings Inc
COM
$3.1M19.8K
0.1%
Held
48Digital Rlty TR Inc
COM
$3.1M17.0K
0.1%
−37%
Reduced · −10K sh
49Cencora Inc
COM
$3.0M9.6K
0.1%
Held
50Amgen Inc
COM
$3.0M8.6K
0.1%
Held
Showing 50 of 106 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 8, 2026108$2.4B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026107$2.6B13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025108$2.6B13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025108$2.5B13F-HR
Q1 2025Mar 31, 2025May 14, 2025110$2.4B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025109$2.3B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024109$2.3B13F-HR
Q2 2024Jun 30, 2024Aug 6, 2024111$2.1B13F-HR
Q1 2024Mar 31, 2024May 8, 2024107$2.2B13F-HR
Q4 2023Dec 31, 2023Feb 12, 2024105$2.0B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202380$1.8B13F-HR/A
Q2 2023Jun 30, 2023Aug 3, 202381$1.9B13F-HR
Q1 2023Mar 31, 2023May 11, 202384$1.8B13F-HR
Q4 2022Dec 31, 2022Feb 13, 202382$1.7B13F-HR
Q3 2022Sep 30, 2022Nov 8, 202223$1.4B13F-HR
Q2 2022Jun 30, 2022Aug 2, 202223$1.5B13F-HR
Q1 2022Mar 31, 2022May 16, 202225$1.8B13F-HR
Q4 2021Dec 31, 2021Feb 11, 202225$1.7B13F-HR
Amended / restated
  • Q3 2023 · filed Nov 9, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.