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Portfolio (Quarterly) Guide ↗

Park Place Capital Corp

· CIK 0001965810
13F Portfolio $480M AUM 787 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 787 New
Page 17 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GKOS GLAUKOS CORP COM Healthcare 454.0 $51K 0.01% NEW $112.91 -2.7%
322 KNSL KINSALE CAP GROUP INC COM Financial Services 131.0 $51K 0.01% NEW $391.12 -21.7%
323 EHC ENCOMPASS HEALTH CORP COM Healthcare 482.0 $51K 0.01% NEW $106.14 -1.7%
324 BITB BITWISE BITCOIN ETF TRUST Financial Services 1,073.0 $51K 0.01% NEW $47.56 -14.5%
325 NVO NOVO-NORDISK A S ADR Healthcare 1,000.0 $51K 0.01% NEW $50.88 -12.4%
326 GE GE AEROSPACE COM NEW Industrials 165.0 $51K 0.01% NEW $308.03 +3.0%
327 AEIS ADVANCED ENERGY INDS COM Industrials 242.0 $51K 0.01% NEW $209.37 +56.8%
328 PSTG PURE STORAGE INC CL A Technology 754.0 $51K 0.01% NEW $67.01 +28.7%
329 FAST FASTENAL CO COM Industrials 1,257.0 $50K 0.01% NEW $40.13 +11.7%
330 SPSC SPS COMM INC COM Technology 564.0 $50K 0.01% NEW $89.13 -40.5%
331 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 126.0 $50K 0.01% NEW $397.65 -25.7%
332 FIVE FIVE BELOW INC COM Consumer Cyclical 261.0 $49K 0.01% NEW $188.36 +14.7%
333 CCI CROWN CASTLE INC COM Real Estate 553.0 $49K 0.01% NEW $88.87 +2.3%
334 FICO FAIR ISAAC CORP COM Technology 29.0 $49K 0.01% NEW $1690.62 -24.4%
335 PCTY PAYLOCITY HLDG CORP COM Technology 319.0 $49K 0.01% NEW $152.50 -28.6%
336 COP CONOCOPHILLIPS COM Energy 518.0 $48K 0.01% NEW $93.61 +23.0%
337 RSG REPUBLIC SVCS INC COM Industrials 223.0 $47K 0.01% NEW $211.93 -3.0%
338 TRV TRAVELERS COMPANIES INC COM Financial Services 162.0 $47K 0.01% NEW $290.06 +3.4%
339 DT DYNATRACE INC COM NEW Technology 1,074.0 $47K 0.01% NEW $43.34 -10.2%
340 PHM PULTE GROUP INC COM Consumer Cyclical 394.0 $46K 0.01% NEW $117.26 +1.6%
Page 17 of 40  ·  787 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 30.0%
Financial Services 19.7%
Healthcare 8.7%
Industrials 8.5%
Consumer Cyclical 7.1%
Communication Services 7.1%
Consumer Defensive 6.7%
Energy 5.7%
Utilities 3.0%
Real Estate 2.0%