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PARSONS CAPITAL MANAGEMENT INC/RI

40 WESTMINSTER STREET STE 400, PROVIDENCE, RI 02903 • 4015212440

Q4 2025 · Filed 2026-01-13
Market Value
$1.8B
+3.4%
Holdings
476
+11
New Purchases
21
Added To
156
Closed
21
Reduced
193
Top 10 Concentration
32.9%
Turnover
8.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.44% 1.96% +0.48% $44M
LLY 1.43% 1.05% +0.39% $26M
AAPL 8.59% 8.26% +0.33% $156M
GOOG 0.88% 0.71% +0.17% $16M
CAT 1.21% 1.05% +0.16% $22M
XOM 1.73% 1.59% +0.13% $31M
PSLV 0.42% 0.29% +0.13% $8M
VRIG 0.55% 0.45% +0.10% $10M
JMST 0.17% 0.07% +0.09% $3M
TMO 0.68% 0.59% +0.09% $12M
VCSH 0.39% 0.31% +0.09% $7M
JNJ 1.09% 1.01% +0.08% $20M
EQX 0.41% 0.33% +0.08% $7M
IGSB 0.24% 0.17% +0.07% $4M
SPSB 0.33% 0.26% +0.07% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ORCL 1.16% 1.82% -0.66% $21M
MSFT 3.46% 3.83% -0.37% $63M
HD 0.85% 1.03% -0.18% $15M
BX 0.87% 1.03% -0.16% $16M
BRK-B 3.58% 3.70% -0.12% $65M
NVDA 1.41% 1.50% -0.09% $26M
O 0.00% 0.09% -0.09% $0
PG 0.71% 0.80% -0.09% $13M
CPNG 0.19% 0.27% -0.08% $3M
ADP 0.24% 0.32% -0.08% $4M
ET 0.74% 0.81% -0.07% $13M
CLPT 0.11% 0.18% -0.07% $2M
ROP 0.25% 0.31% -0.06% $4M
BLK 0.50% 0.56% -0.06% $9M
MINT 0.24% 0.30% -0.06% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 35.2%
Technology 20.1%
Industrials 12.3%
Healthcare 8.1%
Energy 6.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $940M 51.7%
Large Cap 310 $707M 38.9%
Mid Cap 64 $124M 6.8%
Small Cap 30 $47M 2.6%
Micro Cap 4 $2M 0.1%

Portfolio Analytics

Avg Market Cap
$167.4B
Median Market Cap
$44.8B
Avg P/E
32.2
Median P/E
24.2
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
301
# ETFs / Funds
175

Top Holdings (476 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 8.59% 574,417 $156M $271.86 $11M +4,008 +0.7%
2 MMM 4.44% 503,927 $81M $160.10 $2M -15
3 BRK-B 3.58% 129,671 $65M $502.65 $11K +46 +0.0%
4 MSFT 3.46% 129,947 $63M $483.62 -$4M -10 -0.0%
5 AMZN 2.82% 222,255 $51M $230.82 $2M -827 -0.4%
6 JPM 2.46% 138,644 $45M $322.22 $1M +1,098 +0.8%
7 GOOGL 2.44% 141,635 $44M $313.00 $10M -120 -0.1%
8 VOO 1.79% 51,860 $33M $627.12 $838K +121 +0.2%
9 XOM 1.73% 260,766 $31M $120.34 $3M +12,317 +5.0%
10 IBM 1.62% 99,500 $29M $296.21 $350K -3,712 -3.6%
11 BRK-A 1.49% 36 $27M $754,800.00 $22K
12 LLY 1.43% 24,234 $26M $1,074.66 $8M +130 +0.5%
13 NVDA 1.41% 137,525 $26M $186.50 -$779K -4,114 -2.9%
14 CAT 1.21% 38,411 $22M $572.87 $3M -422 -1.1%
15 AVGO 1.17% 61,350 $21M $346.10 $503K -1,485 -2.4%
16 ORCL 1.16% 108,124 $21M $194.91 -$11M -5,661 -5.0%
17 JNJ 1.09% 95,758 $20M $206.95 $2M +152 +0.2%
18 ABBV 1.08% 85,891 $20M $228.49 $218K +2,071 +2.5%
19 IVV 0.93% 24,724 $17M $684.95 $947K +837 +3.5%
20 GOOG 0.88% 51,096 $16M $313.80 $3M -547 -1.1%
21 BX 0.87% 102,766 $16M $154.14 -$2M -3,377 -3.2%
22 HD 0.85% 44,827 $15M $344.10 -$3M +83 +0.2%
23 GLD 0.80% 36,861 $15M $396.30 $1M -592 -1.6%
24 V 0.75% 39,075 $14M $350.71 $254K -325 -0.8%
25 ET 0.74% 815,646 $13M $16.49 -$804K -15,000 -1.8%
26 CVX 0.73% 87,695 $13M $152.41 -$578K -2,098 -2.3%
27 PG 0.71% 90,445 $13M $143.31 -$1M -1,147 -1.2%
28 TCAF 0.69% 329,503 $13M $38.22 $415K +6,465 +2.0%
29 TMO 0.68% 21,386 $12M $579.45 $2M +62 +0.3%
30 GDX 0.67% 141,171 $12M $85.77 $1M +2,273 +1.6%
31 FLTR 0.66% 469,311 $12M $25.48 $1M +51,736 +12.4%
32 VEA 0.64% 187,076 $12M $62.47 $515K +635 +0.3%
33 FLOT 0.64% 229,117 $12M $50.86 $1M +25,918 +12.8%
34 FLRN 0.64% 376,430 $12M $30.73 $1M +34,046 +9.9%
35 EPD 0.61% 346,080 $11M $32.06 $307K +1,070 +0.3%
36 HON 0.59% 55,333 $11M $195.09 -$632K +1,050 +1.9%
37 VRIG 0.55% 396,518 $10M $25.10 $2M +82,168 +26.1%
38 SOLV 0.54% 125,042 $10M $79.24 $774K -87 -0.1%
39 BLK 0.50% 8,497 $9M $1,070.37 -$812K
40 RTX 0.50% 49,388 $9M $183.40 $740K -321 -0.7%
41 MRK 0.48% 83,581 $9M $105.26 $568K -14,477 -14.8%
42 CSCO 0.48% 113,037 $9M $77.03 $1M +864 +0.8%
43 COST 0.47% 9,814 $8M $862.34 -$604K +18 +0.2%
44 TJX 0.45% 53,852 $8M $153.61 $488K -3 -0.0%
45 CMI 0.44% 15,622 $8M $510.45 $1M -5 -0.0%
46 ABT 0.43% 62,283 $8M $125.29 -$257K +2,105 +3.5%
47 PSLV 0.42% 320,618 $8M $23.65 $3M +810 +0.2%
48 XLK 0.42% 52,662 $8M $143.97 -$26K +25,670 +95.1%
49 EQX 0.41% 533,778 $7M $14.04 $2M +12,267 +2.4%
50 META 0.40% 11,129 $7M $660.09 -$624K +276 +2.5%
51 VO 0.40% 25,136 $7M $290.21 $43K +449 +1.8%
52 VCSH 0.39% 89,544 $7M $79.73 $2M +22,287 +33.1%
53 AMGN 0.39% 21,394 $7M $327.31 $1M +159 +0.8%
54 DGRO 0.38% 99,445 $7M $69.42 $164K +457 +0.5%
55 BAC 0.38% 124,918 $7M $55.00 $450K +474 +0.4%
56 NEE 0.37% 84,391 $7M $80.28 $389K -200 -0.2%
57 PH 0.37% 7,694 $7M $878.96 $986K +74 +1.0%
58 RSP 0.37% 35,265 $7M $191.56 -$319K -2,027 -5.4%
59 MA 0.37% 11,714 $7M $570.88 -$89K -199 -1.7%
60 GS 0.36% 7,494 $7M $879.01 $627K +9 +0.1%
61 GGG 0.34% 75,942 $6M $81.97 -$214K +150 +0.2%
62 WPM 0.33% 51,474 $6M $117.52 $249K -390 -0.8%
63 SPSB 0.33% 199,232 $6M $30.20 $1M +45,905 +29.9%
64 IUSG 0.33% 35,497 $6M $167.94 $317K +1,194 +3.5%
65 DHR 0.33% 25,903 $6M $228.92 $756K -192 -0.7%
66 PGR 0.32% 25,740 $6M $227.72 -$489K +25 +0.1%
67 PEP 0.32% 40,142 $6M $143.53 $112K -88 -0.2%
68 AMT 0.31% 32,322 $6M $175.57 -$693K -786 -2.4%
69 GDXJ 0.31% 49,393 $6M $113.78 $666K -630 -1.3%
70 VWO 0.29% 98,693 $5M $53.76 -$183K -2,614 -2.6%
71 XLE 0.29% 118,286 $5M $44.71 -$65K +58,368 +97.4%
72 BKNG 0.29% 981 $5M $5,355.33 -$97K -10 -1.0%
73 SYY 0.28% 68,547 $5M $73.69 -$511K +999 +1.5%
74 VYM 0.27% 34,652 $5M $143.52 $696K +4,303 +14.2%
75 UYLD 0.27% 97,033 $5M $51.14 $369K +7,223 +8.0%
76 AEM 0.27% 29,010 $5M $169.53 -$81K -650 -2.2%
77 VUG 0.27% 9,930 $5M $487.86 $615K +1,112 +12.6%
78 QUS 0.26% 27,624 $5M $174.19 -$77K -930 -3.3%
79 FTNT 0.26% 59,870 $5M $79.41 -$337K -684 -1.1%
80 MCD 0.26% 15,439 $5M $305.63 $21K -18 -0.1%
81 VIG 0.26% 21,416 $5M $219.78 -$161K -1,143 -5.1%
82 IWB 0.25% 12,350 $5M $373.44 $346K +677 +5.8%
83 ROP 0.25% 10,106 $4M $445.13 -$968K -855 -7.8%
84 ADP 0.24% 17,295 $4M $257.23 -$1M -2,091 -10.8%
85 EMR 0.24% 33,396 $4M $132.72 $450K +3,039 +10.0%
86 MINT 0.24% 44,152 $4M $100.34 -$891K -8,693 -16.4%
87 WMT 0.24% 39,739 $4M $111.41 $358K +250 +0.6%
88 TSLA 0.24% 9,813 $4M $449.72 -$885K -2,100 -17.6%
89 IGSB 0.24% 83,409 $4M $52.88 $1M +26,711 +47.1%
90 ACN 0.24% 16,438 $4M $268.30 $280K -311 -1.9%
91 ETN 0.24% 13,707 $4M $318.51 $311K +2,872 +26.5%
92 CRM 0.24% 16,361 $4M $264.91 $376K -339 -2.0%
93 VRTX 0.24% 9,491 $4M $453.36 $431K -395 -4.0%
94 SILJ 0.23% 154,363 $4M $27.67 $313K -17,060 -9.9%
95 TSM 0.23% 14,004 $4M $303.89 $508K +586 +4.4%
96 GSLC 0.23% 32,113 $4M $132.37 $273K +1,579 +5.2%
97 INTU 0.23% 6,401 $4M $662.42 -$131K
98 RRC 0.23% 119,800 $4M $35.26 -$537K -6,700 -5.3%
99 IJH 0.23% 63,541 $4M $66.00 -$209K -3,921 -5.8%
100 AFL 0.23% 37,342 $4M $110.27 -$79K -225 -0.6%

New Positions

SymbolValue% Port
VTEB $833K 0.05%
ACWI $827K 0.05%
GILD $717K 0.04%
MUR $638K 0.04%
SOLS $625K 0.03%
VTHR $570K 0.03%
CVS $462K 0.03%
WU $437K 0.02%
XZO $424K 0.02%
CEG $341K 0.02%
FLDR $300K 0.02%
MAR $295K 0.02%
LYFT $291K 0.02%
TXT $288K 0.02%
SYM $245K 0.01%

Sold Out Positions

SymbolValue% Port
ICE —%
EOG —%
MO —%
VST —%
DD —%
KVUE —%
CCI —%
UL —%
EME —%
ES —%
MKC —%
O —%
GNTX —%
COIN —%
MBB —%
View SEC EDGAR Filings for PARSONS CAPITAL MANAGEMENT INC/RI →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms