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
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AAPL Apple Inc
| 8.56% | $187.183M 737,551 shares@ $253.79 avg price | Increased 28.4% |
MSFT Microsoft Corp
| 3.38% | $73.951M 199,775 shares@ $370.18 avg price | Increased 53.74% |
MMM 3m Co
| 3.36% | $73.514M 506,192 shares@ $145.24 avg price | Increased 0.45% |
JPM Jpmorgan Chase & Co
| 3.33% | $72.823M 247,562 shares@ $294.17 avg price | Increased 78.56% |
BRK.B Berkshire Hathaway Inc-cl B
| 3.11% | $68.045M 141,998 shares@ $479.21 avg price | Increased 9.51% |
AMZN Amazon.com Inc
| 2.73% | $59.661M 286,462 shares@ $208.28 avg price | Increased 28.89% |
GOOGL Alphabet Inc-cl A
| 2.49% | $54.476M 189,441 shares@ $287.57 avg price | Increased 33.76% |
NVDA Nvidia Corp
| 2.23% | $48.622M 278,794 shares@ $174.41 avg price | Increased 102.73% |
XOM Exxon Mobil Corp
| 2.08% | $45.397M 267,579 shares@ $169.66 avg price | Increased 2.62% |
VOO Vanguard S&p 500 Etf
| 1.86% | $40.604M 67,951 shares@ $597.56 avg price | Increased 31.03% |
1-10 of 488