Parsonex Advisory Services, Inc.
•CIK: 2107398•Filing: Q4 2025
**Parsonex Advisory Services, Inc.** manages $157M across a diversified portfolio of 99 positions. The firm maintains significant exposure to mega-cap technology leaders, with top holdings including GOOG at $11.4M and MSFT at $8.1M. Further concentration is evident in AVGO ($6.2M), AAPL ($6.0M), and HCMT ($6.0M). This positioning suggests a core focus on established, high-growth technology and software sectors.
Total AUM
$156.9M
QoQ Performance
N/A
Positions
89
Top 10 Concentration
40.6%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOG
MSFT
GOOG7.3%
MSFT5.2%
AVGO4.0%
AAPL3.8%
HCMT3.8%
V3.7%
CRWD3.4%
CGGR3.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other45.5%
Technology26.9%
Financial8.8%
Healthcare6.1%
Consumer4.8%
Industrial3.9%
Communication3.0%
Materials0.4%