PARAGON CAPITAL Overview
Paragon Capital Management Llc is an investment advisor that manages 437.8 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 09/30/20. The fund's latest filing disclosed 176MM in positions, representing 40% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/20. The fund's latest filing disclosed 176MM in positions, representing 40% of the manager's regulatory AUM.
PARAGON CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PARAGON CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWB | 10.35% | ETF | 17% | 0.16% | 0 | 5% | ||
| AAPL | 9.16% | Tech | 18.39% | 0.29% | 0 | 36% | ||
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FEATURED IN
PARAGON CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Howard T. Jacobson | Member | July-1998 |
| Edward W. Williams | Member | April-2000 |
| Elizabeth J. Mcleod | Member | December-2001 |
| Dorothy J. Boehr | Chief Compliance Officer | February-2005 |
| Craig B. Novorr | Manager/Member | August-2006 |
PARAGON CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PARAGON CAPITAL Investment Strategy
PARAGON CAPITAL Portfolio Concentration
PARAGON CAPITAL Location
9200 INDIAN CREEK PKWY
SUITE 230
OVERLAND PARK, Kansas
UNITED STATES, 66210
SUITE 230
OVERLAND PARK, Kansas
UNITED STATES, 66210
PARAGON CAPITAL Contact Information
Phone Number: 913-451-2254
Fax Number: 913-451-2505
Website: http://www.paragoncap.com
Fax Number: 913-451-2505
Website: http://www.paragoncap.com
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