Parrish Capital LLC — 13F Holdings & Portfolio

CIK 2131053 · latest 13F-HR filed 2026-04-28

Parrish Capital LLC manages $112.2M in 13F-reported U.S. long-equity assets across 86 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (3.63%), AAPL (3.60%), GILD (2.83%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 34, and trimmed 29.

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.

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AUM

$112.2M

Long-equity book

Holdings

86

Distinct positions

Period

2026-03-31

Filed 2026-04-28

Q/Q Activity

+2 / −2 / ↑34 / ↓29

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$727.9K +39.6%
  • LYONDELLBASELL INDUSTRIES NV$724.6K +111.1%
  • TOTALENERGIES SE$653.9K +44.2%
  • OCCIDENTAL PETE CORP$533.9K +61.7%
  • SHELL PLC$479.4K +30.3%
Show all 34

Top Trims

  • ORACLE CORP-$694.6K -21.6%
  • TEVA PHARMACEUTICAL INDS LTD-$623.5K -17.6%
  • AMERICAN EXPRESS CO-$563.1K -27.7%
  • APPLE INC-$529.9K -11.6%
  • ALPHABET INC-$467.9K -10.3%
Show all 29

New Positions

  • ASTRAZENECA PLC$2.3M
  • CISCO SYS INC$358.9K
Show all 2

Exited Positions

  • ASTRAZENECA PLC$2.4M
  • VISA INC$205.2K
Show all 2
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 ALPHABET INC GOOGL 02079K305 $4.1M 3.63% 14,173 SH
2 APPLE INC AAPL 037833100 $4.0M 3.60% 15,922 SH
3 GILEAD SCIENCES INC GILD 375558103 $3.2M 2.83% 22,746 SH
4 TEVA PHARMACEUTICAL INDS LTD TEVA 881624209 $2.9M 2.61% 97,153 SH
5 EXXON MOBIL CORP XOM 30231G102 $2.6M 2.29% 15,132 SH
6 ORACLE CORP ORCL 68389X105 $2.5M 2.24% 17,096 SH
7 GE AEROSPACE GE 369604301 $2.4M 2.13% 8,416 SH
8 ASTRAZENECA PLC AZN G0593M107 $2.3M 2.03% 11,555 SH
9 VODAFONE GROUP PLC VOD 92857W308 $2.2M 1.94% 145,198 SH
10 VERIZON COMMUNICATIONS INC VZ 92343V104 $2.2M 1.92% 42,941 SH
11 TOTALENERGIES SE TTE F92124100 $2.1M 1.90% 23,450 SH
12 SHELL PLC SHEL 780259305 $2.1M 1.84% 22,184 SH
13 META PLATFORMS INC META 30303M102 $2.0M 1.74% 3,418 SH
14 ALLIANCEBERNSTEIN HLDG L P AB 01881G106 $2.0M 1.74% 52,152 SH
15 EATON CORP PLC ETN G29183103 $1.9M 1.69% 5,300 SH
16 GOLDMAN SACHS GROUP INC GS 38141G104 $1.8M 1.63% 2,166 SH
17 QUALCOMM INC QCOM 747525103 $1.8M 1.60% 13,943 SH
18 L3HARRIS TECHNOLOGIES INC LHX 502431109 $1.8M 1.60% 5,186 SH
19 ALBEMARLE CORP ALB 012653101 $1.8M 1.57% 9,786 SH
20 SOUTHERN CO SO 842587107 $1.7M 1.53% 17,828 SH
21 ABBVIE INC ABBV 00287Y109 $1.7M 1.52% 7,862 SH
22 GE VERNOVA INC GEV 36828A101 $1.7M 1.51% 1,939 SH
23 PALO ALTO NETWORKS INC PANW 697435105 $1.7M 1.50% 10,485 SH
24 CBOE GLOBAL MKTS INC CBOE 12503M108 $1.7M 1.48% 5,892 SH
25 GSK PLC GSK 37733W204 $1.6M 1.46% 29,588 SH
26 AT&T INC T 00206R102 $1.6M 1.42% 55,062 SH
27 PILGRIMS PRIDE CORP PPC 72147K108 $1.5M 1.36% 40,492 SH
28 AMERICAN EXPRESS CO AXP 025816109 $1.5M 1.31% 4,870 SH
29 BLACKSTONE INC BX 09260D107 $1.4M 1.27% 12,363 SH
30 INVESCO LTD IVZ G491BT108 $1.4M 1.26% 58,426 SH
31 PHILIP MORRIS INTL INC PM 718172109 $1.4M 1.25% 8,491 SH
32 OCCIDENTAL PETE CORP OXY 674599105 $1.4M 1.25% 21,519 SH
33 LYONDELLBASELL INDUSTRIES NV LYB N53745100 $1.4M 1.23% 17,087 SH
34 SCHWAB CHARLES CORP SCHW 808513105 $1.4M 1.23% 14,644 SH
35 SLB LIMITED SLB 806857108 $1.4M 1.22% 26,629 SH
36 BP PLC BP 055622104 $1.4M 1.22% 29,091 SH
37 EMERSON ELEC CO EMR 291011104 $1.3M 1.20% 10,238 SH
38 INTEL CORP INTC 458140100 $1.3M 1.14% 28,953 SH
39 LINCOLN NATL CORP IND LNC 534187109 $1.3M 1.13% 35,621 SH
40 BANK OZK LITTLE ROCK ARK OZK 06417N103 $1.3M 1.12% 27,496 SH
41 ALIBABA GROUP HLDG LTD BABA 01609W102 $1.3M 1.11% 9,970 SH
42 INTERNATIONAL PAPER CO IP 460146103 $1.3M 1.11% 35,032 SH
43 TRAVELERS COMPANIES INC TRV 89417E109 $1.2M 1.10% 4,220 SH
44 UNILEVER PLC UL 904767803 $1.1M 1.01% 19,903 SH
45 TRUIST FINL CORP TFC 89832Q109 $1.1M 1.01% 24,650 SH
46 ADVANCE AUTO PARTS INC AAP 00751Y106 $1.1M 0.98% 20,879 SH
47 BOEING CO BA 097023105 $1.1M 0.94% 5,300 SH
48 DOLLAR TREE INC DLTR 256746108 $1.0M 0.93% 9,579 SH
49 CHART INDS INC GTLS 16115Q308 $1.0M 0.93% 5,063 SH
50 UNUM GROUP UNM 91529Y106 $1.0M 0.93% 14,281 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-28 $112.2M 86 0002131053-26-000003
2025-12-31 2026-04-28 $110.4M 86 0002131053-26-000002