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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 3 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 42,030.0 $2.0M 0.43% NEW $48.75 -1.0%
42 XOM EXXON MOBIL CORP COM Energy 16,532.0 $2.0M 0.41% NEW $120.34 +28.7%
43 IVE ISHARES S&P 500 VALUE ETF 9,361.0 $2.0M 0.41% NEW $212.07 +7.5%
44 VUG VANGUARD GROWTH ETF 4,063.0 $2.0M 0.41% NEW $487.80 -81.9%
45 NOW SERVICENOW INC COM Technology 12,094.0 $1.9M 0.39% NEW $153.19 -34.8%
46 GOOG ALPHABET INC CAP STK CL C Communication Services 5,895.0 $1.8M 0.39% NEW $313.80 +22.6%
47 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 8,105.0 $1.8M 0.38% NEW $223.18 -34.2%
48 PGR PROGRESSIVE CORP COM Financial Services 7,872.0 $1.8M 0.37% NEW $227.72 -12.7%
49 FANG DIAMONDBACK ENERGY INC COM Energy 10,986.0 $1.7M 0.34% NEW $150.33 +29.8%
50 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 24,184.0 $1.6M 0.34% NEW $68.11 -31.3%
51 AMT AMERICAN TOWER CORP NEW COM Real Estate 8,991.0 $1.6M 0.33% NEW $175.57 +5.3%
52 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 2,696.0 $1.6M 0.33% NEW $579.45 -22.7%
53 MRK MERCK & CO INC COM Healthcare 14,214.0 $1.5M 0.31% NEW $105.26 +13.8%
54 NEE NEXTERA ENERGY INC COM Utilities 18,455.0 $1.5M 0.31% NEW $80.28 +9.2%
55 KO COCA COLA CO COM Consumer Defensive 20,879.0 $1.5M 0.30% NEW $69.91 +15.1%
56 CRM SALESFORCE INC COM Technology 5,502.0 $1.5M 0.30% NEW $264.91 -32.4%
57 CPRT COPART INC COM Industrials 36,171.0 $1.4M 0.29% NEW $39.15 -15.1%
58 CHE CHEMED CORP NEW COM Healthcare 3,277.0 $1.4M 0.29% NEW $427.88 +2.2%
59 PANW PALO ALTO NETWORKS INC COM Technology 7,336.0 $1.4M 0.28% NEW $184.20 +39.4%
60 GD GENERAL DYNAMICS CORP COM Industrials 3,985.0 $1.3M 0.28% NEW $336.66 +2.4%
Page 3 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%