Paralel Advisors LLC — 13F Holdings & Portfolio

CIK 1895911 · latest 13F-HR filed 2026-05-08

Paralel Advisors LLC manages $2.41B in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.A (30.68%), JPM (12.57%), EPD (5.74%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 27, and trimmed 55.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$2.41B

Long-equity book

Holdings

108

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+2 / −1 / ↑27 / ↓55

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ENTERPRISE PRODS PARTNERS L$21.1M +18.0%
  • CATERPILLAR INC$13.6M +23.7%
  • CIENA CORP$6.8M +66.0%
  • COHEN & STEERS INFRASTRUCTUR$4.9M +7.3%
  • WALMART INC$3.5M +11.6%
Show all 27

Top Trims

  • MICROSOFT CORP-$56.0M -57.9%
  • JPMORGAN CHASE & CO.-$28.8M -8.7%
  • GFL ENVIRONMENTAL INC-$20.0M -46.6%
  • STANLEY BLACK & DECKER INC-$12.8M -25.4%
  • EVERCORE INC-$12.5M -12.3%
Show all 55

New Positions

  • QXO INC$29.1M
  • SMARTSTOP SELF STORAG REIT I$2.0M
Show all 2

Exited Positions

  • AMERICAN EXPRESS CO$38.8M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $738.2M 30.68% 1,028 SH
2 JPMORGAN CHASE & CO. JPM 46625H100 $302.4M 12.57% 1,028,000 SH
3 ENTERPRISE PRODS PARTNERS L EPD 293792107 $138.1M 5.74% 3,650,000 SH
4 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $120.3M 5.00% 251,000 SH
5 CISCO SYS INC CSCO 17275R102 $96.2M 4.00% 1,240,000 SH
6 EVERCORE INC EVR 29977A105 $89.6M 3.72% 300,000 SH
7 COHEN & STEERS INFRASTRUCTUR UTF 19248A109 $71.2M 2.96% 2,750,000 SH
8 CATERPILLAR INC CAT 149123101 $70.8M 2.94% 100,000 SH
9 SCHWAB CHARLES CORP SCHW 808513105 $70.5M 2.93% 750,000 SH
10 YUM BRANDS INC YUM 988498101 $66.1M 2.75% 425,000 SH
11 TRAVELERS COMPANIES INC TRV 89417E109 $64.2M 2.67% 220,000 SH
12 EBAY INC. EBAY 278642103 $59.2M 2.46% 650,000 SH
13 INSTALLED BLDG PRODS INC IBP 45780R101 $43.7M 1.82% 165,000 SH
14 MICROSOFT CORP MSFT 594918104 $40.7M 1.69% 110,000 SH
15 STANLEY BLACK & DECKER INC SWK 854502101 $37.7M 1.57% 530,000 SH
16 WALMART INC WMT 931142103 $33.6M 1.39% 270,000 SH
17 QXO INC QXO 82846H405 $29.1M 1.21% 1,500,000 SH
18 MAPLEBEAR INC CART 565394103 $26.2M 1.09% 700,000 SH
19 GFL ENVIRONMENTAL INC GFL 36168Q104 $22.9M 0.95% 550,000 SH
20 PAYPAL HLDGS INC PYPL 70450Y103 $22.6M 0.94% 500,000 SH
21 CIENA CORP CIEN 171779309 $17.2M 0.71% 44,268 SH
22 FORWARD AIR CORP FWRD 34986A104 $16.3M 0.68% 975,000 SH
23 DRAFTKINGS INC NEW DKNG 26142V105 $13.0M 0.54% 600,000 SH
24 FIRST WATCH RESTAURANT GROUP FWRG 33748L101 $9.4M 0.39% 900,000 SH
25 EMCOR GROUP INC EME 29084Q100 $5.3M 0.22% 7,237 SH
26 JABIL INC JBL 466313103 $5.2M 0.22% 19,660 SH
27 ENERSYS ENS 29275Y102 $5.1M 0.21% 29,211 SH
28 KEYSIGHT TECHNOLOGIES INC KEYS 49338L103 $5.0M 0.21% 17,861 SH
29 LAMAR ADVERTISING CO NEW LAMR 512816109 $4.7M 0.20% 37,168 SH
30 NEW YORK TIMES CO NYT 650111107 $4.5M 0.19% 53,934 SH
31 PLEXUS CORP PLXS 729132100 $4.2M 0.18% 20,878 SH
32 CARDINAL HEALTH INC CAH 14149Y108 $4.1M 0.17% 19,417 SH
33 VENTAS INC VTR 92276F100 $4.0M 0.16% 48,500 SH
34 AKAMAI TECHNOLOGIES INC AKAM 00971T101 $3.8M 0.16% 33,231 SH
35 WATTS WATER TECHNOLOGIES INC WTS 942749102 $3.8M 0.16% 13,118 SH
36 COCA COLA CONS INC COKE 191098102 $3.8M 0.16% 19,816 SH
37 ARCOSA INC ACA 039653100 $3.7M 0.15% 34,688 SH
38 FRONTDOOR INC FTDR 35905A109 $3.7M 0.15% 69,629 SH
39 POLARIS INC PII 731068102 $3.6M 0.15% 65,343 SH
40 MCKESSON CORP MCK 58155Q103 $3.4M 0.14% 3,975 SH
41 TORO CO TTC 891092108 $3.4M 0.14% 36,771 SH
42 VISTRA CORP VST 92840M102 $3.4M 0.14% 22,778 SH
43 CBOE GLOBAL MKTS INC CBOE 12503M108 $3.3M 0.14% 11,821 SH
44 PEGASYSTEMS INC PEGA 705573103 $3.3M 0.14% 76,960 SH
45 APPLIED INDL TECHNOLOGIES IN AIT 03820C105 $3.1M 0.13% 11,871 SH
46 TARGET CORP TGT 87612E106 $3.1M 0.13% 25,633 SH
47 LEIDOS HOLDINGS INC LDOS 525327102 $3.1M 0.13% 19,824 SH
48 DIGITAL RLTY TR INC DLR 253868103 $3.1M 0.13% 17,000 SH
49 CENCORA INC COR 03073E105 $3.0M 0.13% 9,619 SH
50 AMGEN INC AMGN 031162100 $3.0M 0.13% 8,585 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $2.41B 108 0001895911-26-000006
2025-12-31 2026-02-12 $2.57B 107 0001895911-26-000005