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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 5 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 916.0 $266K 0.05% +217.0 +31.0% $290.49 -0.3%
82 GWW WW GRAINGER INC COM Industrials 239.0 $261K 0.05% +12.0 +5.3% $1090.81 +14.5%
83 KMI KINDER MORGAN INC DEL COM Energy 7,724.0 $259K 0.05% +7K +1911.5% $33.53 -2.0%
84 C CITIGROUP INC COM NEW Financial Services 2,185.0 $248K 0.05% +2K +267.2% $113.41 +11.9%
85 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 4,273.0 $246K 0.05% +4K +10000.0% $57.64 +6.2%
86 UBER UBER TECHNOLOGIES INC COM Technology 3,418.0 $246K 0.05% +554.0 +19.3% $71.93 -2.5%
87 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 2,065.0 $245K 0.05% +57.0 +2.8% $118.62 -11.6%
88 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 2,487.0 $240K 0.05% +486.0 +24.3% $96.47 +2.4%
89 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 3,929.0 $238K 0.05% +3K +191.0% $60.65 -4.3%
90 GS GOLDMAN SACHS GROUP INC COM Financial Services 269.0 $228K 0.05% +210.0 +355.9% $845.99 +17.6%
91 FAST FASTENAL CO COM Industrials 4,879.0 $226K 0.04% +4K +288.1% $46.40 -4.2%
92 BX BLACKSTONE INC COM Financial Services 1,905.0 $219K 0.04% +246.0 +14.8% $114.99 +2.7%
93 UNP UNION PAC CORP COM Industrials 890.0 $216K 0.04% +73.0 +8.9% $242.62 +11.7%
94 ANET ARISTA NETWORKS INC COM SHS Technology 1,637.0 $201K 0.04% +793.0 +94.0% $122.78 +28.7%
95 TROW PRICE T ROWE GROUP INC COM Financial Services 2,054.0 $185K 0.04% +2K +10000.0% $90.14 +15.2%
96 VO VANGUARD MID-CAP ETF 644.0 $185K 0.04% +20.0 +3.2% $287.07 -72.6%
97 PCAR PACCAR INC COM Industrials 1,576.0 $182K 0.04% +1K +1524.7% $115.50 -3.0%
98 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 2,781.0 $170K 0.03% +3K +4613.6% $61.26 -5.5%
99 IBM INTERNATIONAL BUSINESS MACHS COM Technology 688.0 $167K 0.03% +569.0 +478.1% $242.39 +3.4%
100 NKE NIKE INC CL B Consumer Cyclical 3,049.0 $161K 0.03% +81.0 +2.7% $52.82 -14.9%
Page 5 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%