Institutional Investor · CIK 0001690010
PARALLEL ADVISORS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
3,530
Total Value
$5.35B
Total Shares
64.64M
Latest Filing
Jun 3, 2026
CIK
0001690010
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 1,068,916 | $698.23M | 0.0904% | SH | — | View | |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-05-07 | 1,003,424 | $254.66M | 0.0007% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-05-07 | 1,117,662 | $194.92M | 0.0046% | SH | — | View |
iShares Core S&P Total…(ITOT) | Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 1,141,392 | $162.57M | 0.1990% | SH | — | View |
| Healthcare | Biotechnology | 2026-03-31 | 2026-05-07 | 3,977,404 | $160.33M | 3.7050% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 2,132,789 | $124.09M | 0.3804% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-07 | 306,265 | $113.37M | 0.0041% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-07 | 353,798 | $101.49M | 0.0029% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-07 | 332,248 | $95.54M | 0.0027% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-07 | 409,554 | $85.30M | 0.0038% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 925,232 | $78.50M | 0.4890% | SH | — | View | |
CVB Financial Corp.(CVBF) | Financial Services | Banks - Regional | 2026-03-31 | 2026-05-07 | 3,658,353 | $70.94M | 2.6955% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 211,550 | $63.22M | 0.0987% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 760,155 | $61.25M | 0.2692% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 1,538,447 | $60.74M | 0.9297% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 153,820 | $49.35M | 0.0090% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-07 | 45,954 | $45.79M | 0.0104% | SH | — | View | |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-07 | 78,811 | $45.09M | 0.0031% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 883,008 | $42.23M | 2.0727% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 161,135 | $42.20M | 0.0262% | SH | — | View | |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-07 | 135,514 | $39.86M | 0.0051% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-05-07 | 80,700 | $38.67M | 0.0037% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-07 | 655,468 | $34.45M | 0.1531% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-05-07 | 109,497 | $33.89M | 0.0023% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 525,750 | $33.69M | 0.0117% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-07 | 642,004 | $33.34M | 0.2068% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 49,763 | $32.36M | 0.0047% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 324,740 | $32.24M | 0.0231% | SH | — | View | |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-03-31 | 2026-05-07 | 328,156 | $31.55M | 0.0078% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 52,725 | $31.51M | 0.0022% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-03-31 | 2026-05-07 | 82,318 | $30.60M | 0.0022% | SH | — | View |
| Technology | Software - Infrastructure | 2026-03-31 | 2026-05-07 | 203,398 | $29.75M | 0.0089% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 423,028 | $29.51M | 0.0211% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 290,773 | $29.07M | 0.4439% | SH | — | View | |
Vanguard Value ETF(VTV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 145,921 | $28.63M | 0.0131% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 48,999 | $28.28M | 5.0294% | SH | — | View | |
| Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-07 | 30,405 | $27.97M | 0.0032% | SH | — | View | |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-07 | 85,645 | $25.89M | 0.0045% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 306,722 | $25.38M | 0.0364% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 240,238 | $24.26M | 2.7658% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 54,464 | $23.44M | 0.0155% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-07 | 112,048 | $23.18M | 0.0056% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-07 | 103,875 | $22.59M | 0.0059% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 228,021 | $22.15M | 0.0307% | SH | — | View | |
| Consumer Cyclical | Apparel - Retail | 2026-03-31 | 2026-05-07 | 137,310 | $21.93M | 0.0124% | SH | — | View | |
Mastercard Incorporated(MA.NE) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-07 | 40,309 | $20.14M | 0.0002% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-07 | 159,828 | $19.86M | 0.0020% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-07 | 80,406 | $19.65M | 0.0033% | SH | — | View |
Intuitive Surgical, Inc.(ISRG) | Healthcare | Medical - Devices | 2026-03-31 | 2026-05-07 | 40,733 | $18.78M | 0.0115% | SH | — | View |
Uber Technologies, Inc.(UBER.SW) | Technology | Software - Application | 2026-03-31 | 2026-05-07 | 254,921 | $18.34M | 0.0121% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 337,357 | $18.23M | 0.0124% | SH | — | View | |
| Healthcare | Medical - Diagnostics & Research | 2026-03-31 | 2026-05-07 | 37,051 | $18.21M | 0.0100% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-07 | 393,378 | $17.77M | 0.2611% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 224,797 | $17.77M | 0.1510% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 55,429 | $15.92M | 0.0020% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 223,962 | $15.12M | 0.0139% | SH | — | View | |
| Technology | Semiconductors | 2026-03-31 | 2026-05-07 | 44,242 | $14.95M | 0.0009% | SH | — | View | |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-07 | 84,848 | $14.40M | 0.0020% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 30,802 | $13.13M | 0.0029% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-07 | 164,112 | $13.01M | 0.0250% | SH | — | View | |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-03-31 | 2026-05-07 | 138,671 | $12.88M | 0.0066% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 58,338 | $12.55M | 0.0108% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-07 | 157,497 | $12.53M | 0.0716% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 744,598 | $12.49M | 2.1280% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-07 | 401,970 | $12.33M | 0.0135% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 58,299 | $12.31M | 0.0277% | SH | — | View | |
Booking Holdings Inc.(BKNG.SW) | Consumer Cyclical | Travel Services | 2026-03-31 | 2026-05-07 | 2,896 | $12.20M | 0.0000% | SH | — | View |
Intuit Inc.(INTU) | Technology | Software - Application | 2026-03-31 | 2026-05-07 | 27,985 | $12.10M | 0.0102% | SH | — | View |
Abbott Laboratories(ABT) | Healthcare | Medical - Devices | 2026-03-31 | 2026-05-07 | 117,741 | $12.09M | 0.0068% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-03-31 | 2026-05-07 | 142,321 | $12.08M | 0.1228% | SH | — | View | |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-03-31 | 2026-05-07 | 13,595 | $11.87M | 0.0051% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 91,111 | $11.33M | 0.0119% | SH | — | View | |
Salesforce, Inc.(CRM.NE) | Technology | Software - Application | 2026-03-31 | 2026-05-07 | 60,147 | $11.23M | 0.0004% | SH | — | View |
| Industrials | Conglomerates | 2026-03-31 | 2026-05-07 | 49,429 | $11.17M | 0.0156% | SH | — | View | |
Vanguard Growth ETF(VUG) | Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 25,270 | $11.04M | 0.0005% | SH | — | View |
Gilead Sciences, Inc.(GILD.SW) | Healthcare | Biotechnology | 2026-03-31 | 2026-05-07 | 75,984 | $10.59M | 0.0061% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 160,291 | $10.58M | 0.3472% | SH | — | View | |
| Industrials | Engineering & Construction | 2026-03-31 | 2026-05-07 | 19,237 | $10.56M | 0.0128% | SH | — | View | |
BlackRock, Inc.(BLK) | Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 10,787 | $10.37M | 0.0070% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-07 | 63,734 | $10.22M | 0.0094% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-03-31 | 2026-05-07 | 30,789 | $10.13M | 0.0031% | SH | — | View | |
Accenture plc(ACN) | Technology | Information Technology Services | 2026-03-31 | 2026-05-07 | 50,836 | $10.08M | 0.0083% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 45,722 | $9.93M | 0.0167% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-03-31 | 2026-05-07 | 24,666 | $9.63M | 0.0024% | SH | — | View | |
Ecolab Inc.(ECL) | Basic Materials | Chemicals - Specialty | 2026-03-31 | 2026-05-07 | 36,014 | $9.58M | 0.0128% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 106,527 | $9.45M | 0.0146% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 49,067 | $9.42M | 0.0109% | SH | — | View | |
Morgan Stanley(MS) | Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-05-07 | 56,428 | $9.29M | 0.0036% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-03-31 | 2026-05-07 | 13,090 | $9.27M | 0.0028% | SH | — | View |
Applied Materials, Inc.(AMAT) | Technology | Semiconductors | 2026-03-31 | 2026-05-07 | 26,970 | $9.22M | 0.0034% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 118,632 | $9.15M | 0.0015% | SH | — | View | |
Oracle Corporation(ORCL) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-07 | 61,830 | $9.10M | 0.0021% | SH | — | View |
| Basic Materials | Chemicals - Specialty | 2026-03-31 | 2026-05-07 | 28,310 | $9.07M | 0.0115% | SH | — | View | |
Cisco Systems, Inc. Shs…(CSCO.TO) | Technology | Communication Equipment | 2026-03-31 | 2026-05-07 | 116,773 | $9.06M | 0.0030% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 365,532 | $9.05M | 0.0152% | SH | — | View | |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-03-31 | 2026-05-07 | 57,425 | $8.92M | 0.0042% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-03-31 | 2026-05-07 | 61,069 | $8.82M | 0.0026% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-07 | 12,586 | $8.78M | 0.0011% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 39,668 | $8.48M | 0.0123% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-07 | 74,028 | $8.37M | 0.0136% | SH | — | View |
Showing 1 to 100 of 3530 results
...1