Parnassus Endeavor Fund Holdings Activity

Parnassus Endeavor Fund Portfolio 13F

Parnassus Endeavor Fund has disclosed a total of 49 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 24, bought 2 totally new, decreased the number of shares of 20 and completely sold out 3 position(s).

What stocks is Parnassus Endeavor Fund buying now?

In the recent quarter Parnassus Endeavor Fund has bought 26 securities out of which top 5 purchases (by % change to portfolio) are (AZN) ASTRAZENECA PLC (new buy), (BSX) BOSTON SCIENTIFIC CORP (new buy), (AGPXX) INVESCO GVT & AGNCY-INST (added shares +827.83%), (JPM) JPMORGAN CHASE & CO (added shares +14.59%) and (WM) WASTE MANAGEMENT INC (added shares +28.59%).

What does Parnassus Endeavor Fund invest in?

Parnassus Endeavor Fund's top 5 holdings (by % of portfolio) are (GOOGL) ALPHABET INC-CL A (4.19%), (JPM) JPMORGAN CHASE & CO (3.64%), (BK) BANK OF NEW YORK MELLON CORP (3.56%), (VZ) VERIZON COMMUNICATIONS INC (3.44%) and (CMI) CUMMINS INC (3.28%).

In the latest report(s) the following changes have been made to the top investments: (GOOGL) ALPHABET INC-CL A (reduced shares -0.03%), (JPM) JPMORGAN CHASE & CO (added shares +14.59%), (BK) BANK OF NEW YORK MELLON CORP (reduced shares -0.47%), (VZ) VERIZON COMMUNICATIONS INC (added shares +3.31%) and (CMI) CUMMINS INC (added shares +1.1%).

2026 Q1 (49 results)
BSX
buy
+678,208
+0.92%
$62.75
24.00% $47.69
0.92%
AZN
buy
+634,492
+2.71%
$197.22
10.62% $176.28
2.71%
AGPXX
+827.83%
+42,452,727
+0.92%
$1.00
0.00% $1.00
1.03%
WM
+28.59%
+82,299
+0.41%
$229.79
5.13% $218.00
1.84%
CMS
+27.56%
+205,693
+0.35%
$77.58
9.49% $70.22
1.60%
SYK
+23.63%
+51,240
+0.36%
$328.59
10.22% $295.00
1.91%
TMO
+16.81%
+30,410
+0.32%
$491.53
3.58% $473.95
2.25%
JPM
+14.59%
+72,858
+0.46%
$294.16
2.27% $300.85
3.64%
V
+13.83%
+36,994
+0.24%
$302.24
3.36% $312.40
1.99%
HD
+3.91%
+12,226
+0.09%
$328.89
4.84% $312.97
2.31%
ABT
+3.56%
+21,848
+0.05%
$102.67
15.27% $86.99
1.41%
NICE
+3.46%
+18,066
+0.04%
$110.26
-
1.29%
VZ
+3.31%
+101,439
+0.11%
$50.20
7.07% $46.65
3.44%
CI
+3.10%
+10,397
+0.06%
$266.75
1.49% $270.73
2.00%
AMZN
+2.97%
+15,411
+0.07%
$208.27
20.05% $250.02
2.41%
PGR
+2.74%
+12,481
+0.05%
$198.24
2.41% $193.46
2.01%
WLTW
+2.21%
+7,851
+0.05%
$290.70
-
2.28%
TSM
+2.00%
+7,266
+0.05%
$337.95
-
2.71%
SPGI
+1.63%
+5,068
+0.05%
$425.34
3.07% $412.29
2.90%
INTC
+1.56%
+19,503
+0.02%
$44.13
155.40% $112.71
1.21%
CMI
+1.10%
+3,057
+0.04%
$538.02
26.82% $682.33
3.28%
REGN
+0.98%
+950
+0.02%
$772.64
19.89% $618.95
1.63%
MA
+0.80%
+1,973
+0.02%
$499.66
5.63% $471.55
2.67%
BIO
+0.64%
+1,598
+0.01%
$278.75
9.37% $304.86
1.52%
WMT
+0.53%
+3,788
+0.01%
$124.28
5.95% $116.89
1.94%
BEPC
+0.04%
+1,258
+0.00%
$39.83
-
2.63%
C
-0.00%
-15
-0.00%
$113.41
-
2.43%
GOOGL
-0.03%
-214
-0.00%
$287.56
24.84% $358.99
4.19%
CME
-0.04%
-150
-0.00%
$295.35
14.46% $252.64
2.26%
UNH
-0.21%
-423
-0.00%
$270.59
39.33% $377.00
1.16%
BK
-0.47%
-6,498
-0.02%
$118.63
19.09% $141.28
3.56%
FDX
-0.70%
-2,069
-0.02%
$356.18
8.91% $324.46
2.26%
LIN
-0.73%
-1,487
-0.02%
$495.76
-
2.16%
CBRE
-0.77%
-8,189
-0.02%
$135.46
6.96% $126.03
3.08%
AMD
-0.90%
-3,329
-0.01%
$203.43
166.69% $542.52
1.61%
SCHW
-1.16%
-14,949
-0.03%
$93.98
7.86% $86.59
2.60%
MSFT
-1.27%
-2,903
-0.02%
$370.17
15.44% $427.34
1.81%
UNP
-1.86%
-8,669
-0.05%
$242.62
8.04% $262.13
2.39%
SYY
-1.91%
-30,611
-0.05%
$71.33
5.48% $75.24
2.43%
ORCL
-3.72%
-9,665
-0.03%
$147.11
56.57% $230.33
0.80%
AVGO
-5.10%
-10,189
-0.07%
$309.51
54.84% $479.23
1.27%
AMAT
-11.44%
-38,390
-0.28%
$341.79
46.51% $500.77
2.20%
MU
-17.06%
-50,096
-0.37%
$337.84
219.55% $1,079.57
1.78%
BAC
-22.00%
-685,481
-0.72%
$48.75
7.49% $52.40
2.56%
WDC
-32.80%
-119,115
-0.70%
$270.49
119.64% $594.11
1.43%
DE
-36.07%
-116,219
-1.42%
$563.30
4.44% $588.29
2.51%
AZN
-100.00%
-1,227,628
-2.44%
$91.93
-
0.00%
DHR
-100.00%
-374,753
-1.86%
$228.92
22.21% $178.08
0.00%
NVO
-100.00%
-964,103
-1.06%
$50.88
-
0.00%
49 of 529

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.