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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 31 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 EW EDWARDS LIFESCIENCES CORP COM Healthcare 97.0 $8K 0.00% NEW $85.25 +2.7%
602 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 209.0 $8K 0.00% NEW $39.39 -17.6%
603 PATK PATRICK INDS INC COM Consumer Cyclical 75.0 $8K 0.00% NEW $108.43 -12.3%
604 FDX FEDEX CORP COM Industrials 28.0 $8K 0.00% NEW $288.86 +42.1%
605 ATO ATMOS ENERGY CORP COM Utilities 48.0 $8K 0.00% NEW $167.62 +4.7%
606 DG DOLLAR GEN CORP NEW COM Consumer Defensive 58.0 $8K 0.00% NEW $132.78 -20.8%
607 ICVT ISHARES CONVERTIBLE BOND ETF 78.0 $8K 0.00% NEW $98.50 +21.2%
608 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 67.0 $8K 0.00% NEW $113.10 -32.7%
609 ARGX ARGENX SE SPONSORED ADR Healthcare 9.0 $8K 0.00% NEW $841.00 -1.7%
610 OTIS OTIS WORLDWIDE CORP COM Industrials 86.0 $8K 0.00% NEW $87.35 -17.3%
611 LEN LENNAR CORP CL A Consumer Cyclical 73.0 $8K 0.00% NEW $102.79 -10.5%
612 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 117.0 $7K 0.00% NEW $63.72 +50.4%
613 IWO ISHARES RUSSELL 2000 GROWTH ETF 23.0 $7K 0.00% NEW $323.00 +17.5%
614 MGY MAGNOLIA OIL & GAS CORP CL A Energy 339.0 $7K 0.00% NEW $21.89 +27.5%
615 BK BANK NEW YORK MELLON CORP COM Financial Services 63.0 $7K 0.00% NEW $116.10 +21.5%
616 UAL UNITED AIRLS HLDGS INC COM Industrials 64.0 $7K 0.00% NEW $111.81 +1.2%
617 NU NU HLDGS LTD ORD SHS CL A Financial Services 420.0 $7K 0.00% NEW $16.74 -21.7%
618 SNOW SNOWFLAKE INC COM SHS Technology 32.0 $7K 0.00% NEW $219.38 -18.9%
619 LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 168.0 $7K 0.00% NEW $41.57 +1.0%
620 OXY OCCIDENTAL PETE CORP COM Energy 166.0 $7K 0.00% NEW $41.12 +38.3%
Page 31 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%