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STACEY STERNBERG

Parsons Capital Management Inc Ri

Assets Managed
$2.188B
Holdings
488
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
20.25%(2Q avg: 11.84%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Parsons Capital Management Inc Ri's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 488 positions.

Assets under management

The assets under management (AUM) of Parsons Capital Management Inc Ri over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.188B in assets, with a quarterly growth rate of 20.25% and a 2-quarter average growth rate of 11.84%. The portfolio is managed by STACEY STERNBERG, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 28.4%
8.56%
$187.183M
737,551 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 53.74%
3.38%
$73.951M
199,775 shares@ $370.18 avg price
MMM
3m Co
Recent Activity
Increased 0.45%
3.36%
$73.514M
506,192 shares@ $145.24 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 78.56%
3.33%
$72.823M
247,562 shares@ $294.17 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 9.51%
3.11%
$68.045M
141,998 shares@ $479.21 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 28.89%
2.73%
$59.661M
286,462 shares@ $208.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 33.76%
2.49%
$54.476M
189,441 shares@ $287.57 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 102.73%
2.23%
$48.622M
278,794 shares@ $174.41 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 2.62%
2.08%
$45.397M
267,579 shares@ $169.66 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 31.03%
1.86%
$40.604M
67,951 shares@ $597.56 avg price

1-10 of 488