Paragon Advisors, LLC
Paragon Advisors, LLC is an investment advisory firm based in College Station, Texas. The firm is registered with the SEC and primarily serves institutional clients, managing diversified equity portfolios. Founded in Texas, Paragon Advisors manages hundreds of millions in assets and discloses ownership of dozens of publicly traded securities as an SEC-registered investment adviser. Exact founding year and employee count are not public, but the firm is active as of 2025 with a robust institutional operation.
Investment Strategy
Paragon Advisors, LLC focuses on managing diversified equity portfolios for institutional clients. The firm files regular 13F reports listing a broad range of equity holdings across industries, indicating a long-only, fundamentals-driven approach to portfolio management. Investment selections appear based on rigorous research aimed at generating consistent returns while managing risk, and they participate in proxy voting as an engaged institutional investor.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FTSM | FIRST TR EXCHANGE-TRADED FD | 16.66% | $63.8M | 1,065,893 | $59.87 | $59.87 | +$63.8M |
T TQQQ | PROSHARES TR | 9.05% | $34.7M | 417,732 | $53.84 | $83.00 | +$16.2M |
I IBIT | ISHARES BITCOIN TRUST ETF | 7.54% | $28.9M | 471,755 | $38.93 | $61.21 | +$8.9M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4.23% | $16.2M | 71,510 | $133.22 | $226.49 | +$7.4M |
N NVDA | NVIDIA CORPORATION | 3.91% | $15.0M | 94,818 | $74.58 | $157.99 | +$5.1M |