PARSONS CAPITAL MANAGEMENT INC/RI

RIA/Wealth

PARSONS CAPITAL MANAGEMENT INC/RI is a RIA/Wealth based in New Hope, PA led by John Henry Mullen, reporting $2.1B in AUM as of Q3 2025 with AAPL as the largest holding (8% allocation).

PresidentJohn Henry Mullen

Portfolio Value: $1.8B
Positions: 456
Top Holding: AAPL at 8.26%
Last Reported: Q3 2025

Address1 South Sugan Road, New Hope, PA, 18938, United States

Top Holdings

Largest long holdings in PARSONS CAPITAL MANAGEMENT INC/RI's portfolio (32.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$145.2M	8.26%	-$2.1M Sold	0.00% 570.4K shares	≤ Q2 2013 Held for 12y 5m+
2 3M MMM	Conglomerates Industrials	$78.2M	4.45%	-$4.2K Sold	0.09% 503.9K shares	≤ Q2 2013 Held for 12y 5m+
3 Microsoft MSFT	Software - Infrastructure Technology	$67.3M	3.83%	-$1.5M Sold	0.00% 130.0K shares	≤ Q2 2013 Held for 12y 5m+
4 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$65.2M	3.70%	-$1.5M Sold	0.01% 129.6K shares	Q4 2019 Held for 5y 11m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$49.0M	2.78%	-$308.5K Sold	0.00% 223.1K shares	≤ Q2 2013 Held for 12y 5m+
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$43.4M	2.47%	-$873.1K Sold	0.01% 137.5K shares	≤ Q2 2013 Held for 12y 5m+
7 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$34.5M	1.96%	-$684.3K Sold	0.00% 141.8K shares	≤ Q2 2013 Held for 12y 5m+
8 Oracle ORCL	Software - Infrastructure Technology	$32.0M	1.82%	-$645.2K Sold	0.00% 113.8K shares	≤ Q2 2013 Held for 12y 5m+
9 Vanguard S&P 500 ETF VOO	ETF ETF	$31.7M	1.80%	+$60.6K Bought	— 51.7K shares	≤ Q2 2013 Held for 12y 5m+
10 International Business Machines IBM	Information Technology Services Technology	$29.1M	1.66%	-$143.6K Sold	0.01% 103.2K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PARSONS CAPITAL MANAGEMENT INC/RI's latest filing

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Market Value

$1.8B

Prior: $1.6B

Q/Q Change

+8.12%

+$132.1M

Net Flows % of MV

+0.243%

Turnover Ratio

2.37%

New Purchases

20 stocks

$9.9M

Added To

108 stocks

+$31.6M

Sold Out Of

9 stocks

$3.1M

Reduced Holdings

200 stocks

-$34.1M

Increased Positions

Position	Shares Δ	Change
1 Global X Silver Miners SIL	New	0 → 19.0K +$1.4M
2 Dimensional U.S. Equity DFUS	New	0 → 16.8K +$1.2M
3 SPDR Portfolio S&P 500 Growth ETF SPYG	New	0 → 9.5K +$993.1K
4 BBT BB&T Corporation BBT	New	0 → 27.9K +$661.6K
5 SLVR SilverSPAC SLVR	New	0 → 12.5K +$554.1K

Decreased Positions

Position	Shares Δ	Change
1 Enstar Group ESGR	Sold	2.2K → 0 −$740.0K
2 Brookline Bancorp BRKL	Sold	60.3K → 0 −$636.6K
3 iShares MSCI Global Metals & Mining Producers PICK	Sold	7.8K → 0 −$294.8K
4 Marriott International MAR	Sold	950.0 → 0 −$259.6K
5 Fluor FLR	Sold	5.0K → 0 −$256.4K

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Analytics

Portfolio insights and performance metrics for PARSONS CAPITAL MANAGEMENT INC/RI

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Sector Allocation

Technology

21.90%

ETF

21.00%

Financial Services

13.90%

Industrials

11.70%

Healthcare

8.00%

Consumer Cyclical

6.30%

Energy

5.20%

Communication Services

3.80%

Consumer Defensive

3.10%

Basic Materials

1.60%

Utilities

0.90%

Real Estate

0.60%

Market Cap Distribution

Mega Cap (> $200B)

46.59%

Large Cap ($10B - $200B)

28.42%

Mid Cap ($2B - $10B)

1.16%

Small Cap ($300M - $2B)

0.35%

Micro Cap ($50M - $300M)

0.05%

Nano Cap (< $50M)

0.13%

N/A (ETF or Unknown)

23.31%

Portfolio Concentration

Top 10 Holdings %

32.72%

Top 20 Holdings %

44.8%

Top 50 Holdings %

62.34%

Top 100 Holdings %

76.87%