Arkolith/Funds/Paralel Advisors LLC

Paralel Advisors LLC

CIK 1895911
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Paralel Advisors LLC holds a focused book of 124 stocks worth $2.6B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Sterling Infrastructure Inc and trimmed Cisco Systems Inc. Their largest long position is Berkshire Hathaway Inc-CL A at 30% of the equity book.

Added to
20
already held, bought more
+17 more · largest first
Trimmed
22
sold some, still holds it
+19 more · largest first
Sold out
30
exited the position entirely
+27 more · largest first, by prior value

Concentration

Top-heavy: focused book

Top 5 holdings
57%
Top 10 holdings
74%
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
15%
Information Technology
8%
Utilities
6%
Consumer Discretionary
5%
No sector on file yet
3%
Real Estate
2%
Health Care
1%

+4 sectors below the cut, 1% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Paralel Advisors LLC

Manager / fundShared namesTheir $ in those
Mirae Asset Global Investments Co., Ltd.59 / 80$267.8B
Armstrong Henry H Associates Inc8 / 80$626.8M
Baldwin Investment Management, LLC16 / 80$499.7M
Canton Hathaway, LLC18 / 80$246.0M
Narus Financial Partners, LLC14 / 80$161.4M
Hexagon Capital Partners LLC13 / 80$265.1M
DDD Partners, LLC9 / 80$551.1M
Shayne & Jacobs, LLC9 / 80$110.0M

Ranked by the share of each fund's own book sitting in the names it shares with Paralel Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

124 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway Inc Del
CL A
$769.8M1.0K
29.7%
Held
2JPMorgan Chase & Co
COM
$336.5M1.03M
13.0%
Held
3Enterprise Prods Partners L
COM
$134.2M3.65M
5.2%
Held
4Berkshire Hathaway Inc Del
CL B NEW
$125.6M251.0K
4.9%
Held
5Cisco Sys Inc
COM
$117.5M1.00M
4.5%
−19%
Reduced · −240K sh
6Caterpillar Inc
COM
$106.5M100.0K
4.1%
Held
7Evercore Inc
CLASS A
$102.4M300.0K
4.0%
Held
8Cohen & Steers Infrastructur
COM
$75.9M2.75M
2.9%
Held
9Ebay Inc.
COM
$72.6M650.0K
2.8%
Held
10Travelers Companies Inc
COM
$72.6M220.0K
2.8%
Held
11Schwab Charles Corp
COM
$69.2M750.0K
2.7%
Held
12Yum Brands Inc
COM
$67.9M425.0K
2.6%
Held
13Stanley Black & Decker Inc
COM
$49.9M530.0K
1.9%
Held
14Microsoft Corp
COM
$41.0M110.0K
1.6%
Held
15Installed BLDG Prods Inc
COM
$37.9M165.0K
1.5%
Held
16Qxo Inc
COM NEW
$35.4M2.05M
1.4%
+37%
Added · +550K sh
17Maplebear Inc
COM
$33.1M700.0K
1.3%
Held
18PayPal Hldgs Inc
COM
$23.8M551.1K
0.9%
+1.9%
Added · +10K sh
19GFL Environmental Inc
SUB VTG SHS
$20.2M550.0K
0.8%
Held
20Walmart Inc
COM
$18.1M160.0K
0.7%
−41%
Reduced · −110K sh
21Draftkings Inc New
COM CL A
$15.2M600.0K
0.6%
Held
22First Watch Restaurant Group
COM
$11.6M900.0K
0.4%
Held
23Lamar Advertising Co
CL A
$5.8M37.2K
0.2%
Held
24Humana Inc
COM
$5.3M13.3K
0.2%
+32%
Added · +3K sh
25Sterling Infrastructure Inc
COM
$4.8M5.7K
0.2%
New
New position
26Centene Corp Del
COM
$4.5M70.6K
0.2%
New
New position
27Commvault Sys Inc
COM
$4.2M29.7K
0.2%
New
New position
28Qualys Inc
COM
$3.6M26.3K
0.1%
+24%
Added · +5K sh
29Unitedhealth Group Inc
COM
$3.5M8.5K
0.1%
+67%
Added · +3K sh
30Realty Income Corp
COM
$3.5M57.0K
0.1%
New
New position
31Insperity Inc
COM
$3.5M85.4K
0.1%
+185%
Added · +55K sh
32Credit Accep Corp Mich
COM
$3.5M5.5K
0.1%
+5.3%
Added · +275 sh
33Frontdoor Inc
COM
$3.4M43.7K
0.1%
−37%
Reduced · −26K sh
34Owens Corning New
COM
$3.4M21.3K
0.1%
+14%
Added · +3K sh
35Amneal Pharmaceuticals Inc
COM STK CL A
$3.2M185.8K
0.1%
New
New position
36Omega Healthcare Invs Inc
COM
$3.2M66.5K
0.1%
New
New position
37Arcosa Inc
COM
$3.2M21.8K
0.1%
−37%
Reduced · −13K sh
38Watts Water Technologies Inc
CL A
$3.1M8.0K
0.1%
−39%
Reduced · −5K sh
39Nutanix Inc
CL A
$3.1M60.8K
0.1%
+59%
Added · +22K sh
40Healthpeak Properties Inc
COM
$3.1M144.1K
0.1%
+26%
Added · +29K sh
41Gen Digital Inc
COM
$3.1M122.7K
0.1%
+22%
Added · +22K sh
42Elevance Health Inc Formerly
COM
$3.1M7.9K
0.1%
+28%
Added · +2K sh
43Granite Constr Inc
COM
$3.0M19.3K
0.1%
New
New position
44Applied Indl Technologies In
COM
$2.9M8.7K
0.1%
−27%
Reduced · −3K sh
45Borgwarner Inc
COM
$2.8M42.6K
0.1%
New
New position
46Dropbox Inc
CL A
$2.8M101.7K
0.1%
+1.5%
Added · +2K sh
47Ford MTR Co
COM
$2.8M200.2K
0.1%
New
New position
48Eagle Matls Inc
COM
$2.7M12.2K
0.1%
+1.1%
Added · +139 sh
49Kontoor Brands Inc
COM
$2.7M32.9K
0.1%
New
New position
50Gentex Corp
COM
$2.7M105.7K
0.1%
New
New position
Showing 50 of 124 positions
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Filing history

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

$2.6B · Q2 2026Q4 2021 · $1.7BQ2 2026 · $2.6B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202642d127$2.6B13F-HR
Q1 2026Mar 31, 2026May 8, 202638d108$2.4B13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d107$2.6B13F-HR
Q3 2025Sep 30, 2025Nov 4, 202535d108$2.6B13F-HR
Q2 2025Jun 30, 2025Jul 30, 202530d108$2.5B13F-HR
Q1 2025Mar 31, 2025May 14, 202544d110$2.4B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d109$2.3B13F-HR
Q3 2024Sep 30, 2024Nov 13, 202444d109$2.3B13F-HR
Q2 2024Jun 30, 2024Aug 6, 202437d111$2.1B13F-HR
Q1 2024Mar 31, 2024May 8, 202438d107$2.2B13F-HR
Q4 2023Dec 31, 2023Feb 12, 202443d105$2.0B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202345d80$1.8B13F-HR/A
Q2 2023Jun 30, 2023Aug 3, 202334d81$1.9B13F-HR
Q1 2023Mar 31, 2023May 11, 202341d84$1.8B13F-HR
Q4 2022Dec 31, 2022Feb 13, 202344d82$1.7B13F-HR
Q3 2022Sep 30, 2022Nov 8, 202239d23$1.4B13F-HR
Q2 2022Jun 30, 2022Aug 2, 202233d23$1.5B13F-HR
Q1 2022Mar 31, 2022May 16, 202246d25$1.8B13F-HR
Q4 2021Dec 31, 2021Feb 11, 202242d25$1.7B13F-HR
Amended / restated
  • Q3 2023 · filed Nov 9, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.