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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 27 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 276.0 $13K 0.00% NEW $47.57 +8.9%
522 ALKT ALKAMI TECHNOLOGY INC COM Technology 567.0 $13K 0.00% NEW $23.07 -27.0%
523 POOL POOL CORP COM Industrials 57.0 $13K 0.00% NEW $228.75 -18.3%
524 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 34.0 $13K 0.00% NEW $383.32 +7.2%
525 TSEM TOWER SEMICONDUCTOR LTD SHS NEW Technology 110.0 $13K 0.00% NEW $117.42 +137.5%
526 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS Financial Services 794.0 $13K 0.00% NEW $15.86 +19.8%
527 HIMX HIMAX TECHNOLOGIES INC SPONSORED ADR Technology 1,537.0 $13K 0.00% NEW $8.19 +150.8%
528 QLYS QUALYS INC COM Technology 94.0 $12K 0.00% NEW $132.90 -25.5%
529 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 199.0 $12K 0.00% NEW $62.46 -2.5%
530 SPGP INVESCO S&P 500 GARP ETF 109.0 $12K 0.00% NEW $113.86 +5.8%
531 BAX BAXTER INTL INC COM Healthcare 643.0 $12K 0.00% NEW $19.11 +2.5%
532 CX CEMEX SAB DE CV SPON ADR NEW Basic Materials 1,056.0 $12K 0.00% NEW $11.49 +15.3%
533 AXS AXIS CAP HLDGS LTD SHS Financial Services 111.0 $12K 0.00% NEW $107.09 -9.1%
534 GIS GENERAL MLS INC COM Consumer Defensive 252.0 $12K 0.00% NEW $46.50 -27.2%
535 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 98.0 $12K 0.00% NEW $119.41 +2.0%
536 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 406.0 $12K 0.00% NEW $28.82 -5.6%
537 KEX KIRBY CORP COM Industrials 106.0 $12K 0.00% NEW $110.18 +29.7%
538 CALF PACER US SMALL CAP CASH COWS ETF 263.0 $12K 0.00% NEW $44.37 +11.1%
539 SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF 367.0 $12K 0.00% NEW $31.70 -2.2%
540 TEL TE CONNECTIVITY PLC ORD SHS Technology 51.0 $12K 0.00% NEW $227.51 -8.2%
Page 27 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%