Sign In
test

STACEY STERNBERG

Parsons Capital Management Inc Ri

Assets Managed
$2.211B
Holdings
525
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
1.02%(2Q avg: 10.64%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Parsons Capital Management Inc Ri's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 525 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.211B in assets, with a quarterly growth rate of 1.02% and a 2-quarter average growth rate of 10.64%. The portfolio is managed by STACEY STERNBERG, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -11.9%
8.51%
$188.005M
649,728 shares@ $289.37 avg price
MMM
3m Co
Recent Activity
Increased 0.52%
3.73%
$82.381M
508,810 shares@ $161.92 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -2.71%
3.13%
$69.124M
138,141 shares@ $500.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.22%
3%
$66.196M
185,232 shares@ $357.37 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -16.19%
2.83%
$62.452M
167,422 shares@ $373.02 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -17.05%
2.57%
$56.634M
237,617 shares@ $238.35 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -34.35%
2.41%
$53.194M
162,510 shares@ $327.33 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 7.51%
2.27%
$50.17M
73,048 shares@ $686.81 avg price
CAT
Caterpillar Inc
Recent Activity
Increased 1.29%
1.84%
$40.615M
38,140 shares@ $1064.9 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 3.56%
1.72%
$37.885M
277,100 shares@ $136.73 avg price

1-10 of 525