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Paragon Capital Management LTD

CIK:0001569765
Asset Manager
$552M AUM
200 holdings
Denver, CO, United States
Founded:1994
5 employees
Latest filing:Sep 30, 2025

Paragon Capital Management Ltd is a Denver-based investment adviser and asset management firm founded in Colorado. The firm manages portfolios for a broad range of clients, primarily individuals and high-net-worth individuals, and files regulatory reports as an institutional investment manager under SEC CIK 0001569765. As of 2025, the firm manages hundreds of accounts with assets under management exceeding $550 million and maintains a specialized, boutique employee base.

Investment Strategy

Paragon Capital Management Ltd provides discretionary investment management services primarily to individual and high-net-worth clients. Their investment philosophy emphasizes portfolio diversification and long-term growth, focusing predominantly on publicly traded equities and a customized investment approach tailored to individual client financial objectives. The firm is required to disclose its 13F equity holdings, suggesting a strategy centered around major U.S. and select international public securities.

Latest 13F Filing Activity

Paragon Capital Management LTD filed their most recent 13F report on Sep 30, 2025 disclosing 197 equity positions with a total 13F market value of $527M. The fund increased holdings in Franklin Templeton Etf TR, Digitalocean HLDGS Inc., LYFT Inc. among other positions. Paragon Capital Management LTD reduced exposure to Coinbase Global Inc., T-mobile Us Inc., Airbnb Inc. among others.

Top Buys
F
FLJPFRANKLIN TEMPLETON ETF TR
+$2.8M
D
DOCNDIGITALOCEAN HLDGS INC
+$2.1M
L
LYFTLYFT INC
+$1.8M
W
WOWWIDEOPENWEST INC
+$1.4M
Q
QLTY2023 ETF SERIES TRUST II
+$1.2M
Top Sells
C
COINCOINBASE GLOBAL INC
-$4.6M
T
TMUST-MOBILE US INC
-$4.6M
A
ABNBAIRBNB INC
-$4.2M
C
CRMSALESFORCE INC
-$2.8M
V
VTEBVANGUARD MUN BD FDS
-$2.3M

Top Holdings

V
VIGVANGUARD SPECIALIZED FUNDS
+12.8%$67.3M
S
SPHQINVESCO EXCHANGE TRADED FD T
+10.3%$54.1M
C
COINCOINBASE GLOBAL INC
+9.5%$50.1M
A
ABNBAIRBNB INC
+8.9%$47.0M
M
MSFTMICROSOFT CORP
+6.8%$35.6M

Equity Positions (197)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VIG
VANGUARD SPECIALIZED FUNDS12.77%$67.3M311,885$100.21$215.79+$846.7K
S
SPHQ
INVESCO EXCHANGE TRADED FD T10.27%$54.1M738,521$48.87$73.29+$536.6K
C
COIN
COINBASE GLOBAL INC9.50%$50.1M148,330$236.58$337.49-$4.6M
A
ABNB
AIRBNB INC8.91%$47.0M386,946$167.75$121.42-$4.2M
M
MSFT
MICROSOFT CORP6.75%$35.6M68,733$107.14$517.95+$634.8K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+13.5%
FINANCE SERVICES
+9.6%
SERVICES-TO DWELLINGS & OTHER BUILDINGS
+8.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.8%
SERVICES-BUSINESS SERVICES, NEC
+1.6%