Paragon Capital Management LTD
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.
Top Holdings
Equity Positions (197)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 12.77% | $67.3M | 311,885 | $100.21 | $215.79 | +$846.7K |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 10.27% | $54.1M | 738,521 | $48.87 | $73.29 | +$536.6K |
C COIN | COINBASE GLOBAL INC | 9.50% | $50.1M | 148,330 | $236.58 | $337.49 | -$4.6M |
A ABNB | AIRBNB INC | 8.91% | $47.0M | 386,946 | $167.75 | $121.42 | -$4.2M |
M MSFT | MICROSOFT CORP | 6.75% | $35.6M | 68,733 | $107.14 | $517.95 | +$634.8K |