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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 28 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 J JACOBS SOLUTIONS INC COM Industrials 87.0 $12K 0.00% NEW $132.46 -12.6%
542 SE SEA LTD SPONSORD ADS Consumer Cyclical 90.0 $11K 0.00% NEW $127.57 -28.1%
543 FCX FREEPORT-MCMORAN INC CL B Basic Materials 226.0 $11K 0.00% NEW $50.79 +25.1%
544 DV DOUBLEVERIFY HLDGS INC COM Technology 1,003.0 $11K 0.00% NEW $11.44 -13.5%
545 ACVA ACV AUCTIONS INC COM CL A Consumer Cyclical 1,430.0 $11K 0.00% NEW $8.02 -24.2%
546 CSW INDUSTRIALS INC COM 39.0 $11K 0.00% NEW $293.54
547 VTR VENTAS INC COM Real Estate 146.0 $11K 0.00% NEW $77.38 +14.5%
548 AME AMETEK INC COM Industrials 55.0 $11K 0.00% NEW $205.31 +10.7%
549 EXC EXELON CORP COM Utilities 257.0 $11K 0.00% NEW $43.59 +5.5%
550 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 8.0 $11K 0.00% NEW $1394.25 -21.2%
551 NTES NETEASE INC SPONSORED ADS Technology 80.0 $11K 0.00% NEW $137.62 -8.6%
552 ATAT ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS Consumer Cyclical 279.0 $11K 0.00% NEW $39.40 -16.0%
553 APPF APPFOLIO INC COM CL A Technology 47.0 $11K 0.00% NEW $232.66 -29.3%
554 HP HELMERICH & PAYNE INC COM Energy 380.0 $11K 0.00% NEW $28.68 +35.6%
555 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 137.0 $11K 0.00% NEW $79.30 +33.8%
556 SSNC SS&C TECHNOLOGIES HLDGS INC COM Technology 124.0 $11K 0.00% NEW $87.42 -24.4%
557 RF REGIONS FINANCIAL CORP NEW COM Financial Services 395.0 $11K 0.00% NEW $27.10 +4.9%
558 PCAR PACCAR INC COM Industrials 97.0 $11K 0.00% NEW $109.51 +3.0%
559 YUM YUM BRANDS INC COM Consumer Cyclical 70.0 $11K 0.00% NEW $151.29 +1.7%
560 KMI KINDER MORGAN INC DEL COM Energy 384.0 $11K 0.00% NEW $27.49 +17.7%
Page 28 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%