Paragon Capital Management Ltd has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 207 distinct equity positions held by the firm.
The report identifies Brian Goodstadt as the Managing Partner of the firm, which is based in Denver, Colorado. The filing details a portfolio that includes a mix of large-cap technology names, energy companies, and exchange-traded funds. Among the largest positions disclosed are shares of Microsoft Corporation, valued at 28,729,826 shares, and Airbnb Inc., with 54,055,673 shares held.
The portfolio also includes significant stakes in other major corporations such as Oracle Corporation, Salesforce Inc., and NVIDIA Corporation. The filing indicates that all positions are held in a 'SOLE' capacity, meaning the firm holds the securities as the sole beneficial owner.
The disclosure covers a wide range of sectors, including financial services, healthcare, and consumer staples. Specific holdings mentioned in the filing include shares in Johnson & Johnson, Procter & Gamble, and Visa Inc.
