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Portfolio (Quarterly) Guide ↗

Park Place Capital Corp

· CIK 0001965810
13F Portfolio $499M AUM 850 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 221 Added 228 Reduced 40 Exited
Page 11 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LEN LENNAR CORP CL A Consumer Cyclical 84.0 $7K 0.00% +11.0 +15.1% $86.85 +2.8%
202 UAL UNITED AIRLS HLDGS INC COM Industrials 77.0 $7K 0.00% +13.0 +20.3% $92.06 +15.0%
203 BIIB BIOGEN INC COM Healthcare 33.0 $6K 0.00% +22.0 +200.0% $183.33 +5.3%
204 DOW DOW HLDGS INC COM Basic Materials 130.0 $5K 0.00% +34.0 +35.4% $41.65 -15.3%
205 PCOR PROCORE TECHNOLOGIES INC COM Technology 95.0 $5K 0.00% +41.0 +75.9% $57.00 -16.6%
206 SYF SYNCHRONY FINANCIAL COM Financial Services 77.0 $5K 0.00% +3.0 +4.0% $68.03 +5.7%
207 RACE FERRARI N V COM Consumer Cyclical 15.0 $5K 0.00% +6.0 +66.7% $338.47 -2.5%
208 CCL CARNIVAL CORP COMMON STOCK Consumer Cyclical 196.0 $5K 0.00% +5.0 +2.6% $25.88 +3.2%
209 RDDT REDDIT INC CL A Communication Services 37.0 $5K 0.00% +16.0 +76.2% $134.65 +7.5%
210 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 138.0 $5K 0.00% +56.0 +68.3% $35.48 -16.4%
211 CI THE CIGNA GROUP COM Healthcare 18.0 $5K 0.00% +9.0 +100.0% $266.78 +5.3%
212 EXPD EXPEDITORS INTL WASH INC COM Industrials 33.0 $5K 0.00% +11.0 +50.0% $143.24 +12.2%
213 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 59.0 $4K 0.00% +5.0 +9.3% $71.19 -9.8%
214 DXCM DEXCOM INC COM Healthcare 66.0 $4K 0.00% +25.0 +61.0% $62.80 +14.7%
215 CARR CARRIER GLOBAL CORPORATION COM Industrials 65.0 $4K 0.00% +37.0 +132.1% $56.31 +15.2%
216 LII LENNOX INTL INC COM Industrials 7.0 $3K 0.00% +3.0 +75.0% $464.14 +8.3%
217 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 45.0 $3K 0.00% +17.0 +60.7% $59.16 +11.8%
218 RBLX ROBLOX CORP CL A Technology 44.0 $2K +20.0 +83.3% $56.57 -18.7%
219 SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 30.0 $2K +1.0 +3.5% $67.97 +7.5%
220 TREX TREX INC COM Industrials 43.0 $2K +7.0 +19.4% $36.42 +11.0%
Page 11 of 12  ·  221 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.4%
Financial Services 19.8%
Industrials 10.0%
Healthcare 8.9%
Consumer Cyclical 7.0%
Consumer Defensive 6.6%
Communication Services 6.5%
Energy 6.5%
Utilities 3.1%
Real Estate 2.5%