PARAGON FINANCIAL PARTNERS, INC.

The portfolio consists of 75 holdings, displaying a diversified structure. The firm utilizes a "core-satellite" approach, heavily relying on Exchange Traded Funds (ETFs) to establish broad market and sector exposures while allocating significant capital to high-conviction individual growth stocks. The portfolio is heavily concentrated at the top, with the largest 10 positions accounting for approximately 68% of the total value, suggesting a focus on key drivers of return while using the long tail of holdings for diversification.

2. Key Holdings