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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 32 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 POWI POWER INTEGRATIONS INC COM Technology 192.0 $7K 0.00% NEW $35.54 +136.6%
622 CRY ARTIVION INC COM 149.0 $7K 0.00% NEW $45.61 -60.8%
623 BDX BECTON DICKINSON & CO COM Healthcare 35.0 $7K 0.00% NEW $194.06 -23.9%
624 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 204.0 $7K 0.00% NEW $33.29 +51.4%
625 COIN COINBASE GLOBAL INC COM CL A Financial Services 30.0 $7K 0.00% NEW $226.13 -20.4%
626 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 134.0 $7K 0.00% NEW $50.01 -40.4%
627 BCE BCE INC COM NEW Communication Services 280.0 $7K 0.00% NEW $23.82 +4.1%
628 UFPI UFP INDUSTRIES INC COM Basic Materials 73.0 $7K 0.00% NEW $91.05 -10.5%
629 URI UNITED RENTALS INC COM Industrials 8.0 $6K 0.00% NEW $809.38 +19.0%
630 BCPC BALCHEM CORP COM Basic Materials 42.0 $6K 0.00% NEW $153.36 +5.3%
631 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 3.0 $6K 0.00% NEW $2146.33 -7.0%
632 MKSI MKS INC. COM Technology 40.0 $6K 0.00% NEW $159.80 +109.1%
633 NUE NUCOR CORP COM Basic Materials 39.0 $6K 0.00% NEW $163.10 +47.3%
634 FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS Consumer Defensive 62.0 $6K 0.00% NEW $101.06 +20.6%
635 SYF SYNCHRONY FINANCIAL COM Financial Services 74.0 $6K 0.00% NEW $83.43 -13.8%
636 CNS COHEN & STEERS INC COM Financial Services 96.0 $6K 0.00% NEW $62.78 +14.1%
637 VOD VODAFONE GROUP PLC NEW SPONSORED ADR Communication Services 442.0 $6K 0.00% NEW $13.21 +12.3%
638 CCL CARNIVAL CORP PAIRED CTF Consumer Cyclical 191.0 $6K 0.00% NEW $30.54 -12.5%
639 CFR CULLEN FROST BANKERS INC COM Financial Services 45.0 $6K 0.00% NEW $126.62 +10.2%
640 TDY TELEDYNE TECHNOLOGIES INC COM Technology 11.0 $6K 0.00% NEW $510.73 +23.0%
Page 32 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%