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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 2 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC CAP STK CL A Communication Services 15,026.0 $4.3M 0.87% +238.0 +1.6% $287.56 +34.4%
22 AVGO BROADCOM INC COM Technology 11,201.0 $3.5M 0.69% +5K +83.2% $309.51 +36.3%
23 WMT WALMART INC COM Consumer Defensive 26,521.0 $3.3M 0.66% +3K +13.1% $124.28 -4.8%
24 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 51,148.0 $3.3M 0.66% +7K +16.4% $63.91 +6.1%
25 META META PLATFORMS INC CL A Communication Services 5,024.0 $2.9M 0.58% +60.0 +1.2% $572.13 +6.6%
26 FANG DIAMONDBACK ENERGY INC COM Energy 13,331.0 $2.6M 0.53% +2K +21.4% $197.79 -1.3%
27 AMT AMERICAN TOWER CORP COM Real Estate 13,845.0 $2.4M 0.48% +5K +54.0% $172.58 +7.1%
28 SPY STATE STREET SPDR S&P 500 ETF Financial Services 3,439.0 $2.2M 0.45% +35.0 +1.0% $650.34 +15.3%
29 ABBV ABBVIE INC COM Healthcare 10,274.0 $2.2M 0.45% +5K +89.6% $217.50 -2.4%
30 APH AMPHENOL CORP CL A Technology 17,265.0 $2.2M 0.44% +1K +9.1% $126.35 +11.8%
31 PGR PROGRESSIVE CORP COM Financial Services 9,989.0 $2.0M 0.40% +2K +26.9% $198.24 -0.1%
32 NOW SERVICENOW INC COM Technology 16,863.0 $1.8M 0.35% +5K +39.4% $104.55 -3.2%
33 CHE CHEMED CORP NEW COM Healthcare 4,450.0 $1.7M 0.34% +1K +35.8% $377.76 +15.9%
34 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 10,330.0 $1.7M 0.34% +2K +27.4% $162.47 -9.4%
35 CPRT COPART INC COM Industrials 47,877.0 $1.6M 0.32% +12K +32.4% $33.20 -0.1%
36 CVX CHEVRON CORPORATION COM Energy 6,625.0 $1.4M 0.28% +805.0 +13.8% $206.91 -10.6%
37 BAC BANK AMERICA CORP COM Financial Services 26,152.0 $1.3M 0.26% +2K +10.3% $48.75 +6.8%
38 PANW PALO ALTO NETWORKS INC COM Technology 7,640.0 $1.2M 0.25% +304.0 +4.1% $160.32 +61.3%
39 IUSG ISHARES CORE S&P U.S. GROWTH ETF 7,540.0 $1.2M 0.23% +7K +703.0% $155.12 +21.7%
40 RTX RTX CORPORATION COM Industrials 5,364.0 $1.0M 0.21% +2K +70.2% $192.90 -7.5%
Page 2 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%