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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 35 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 EXPD EXPEDITORS INTL WASH INC COM Industrials 22.0 $3K 0.00% NEW $149.00 +7.9%
682 TECK TECK RESOURCES LTD CL B Basic Materials 68.0 $3K 0.00% NEW $47.90 +36.1%
683 HII HUNTINGTON INGALLS INDS INC COM Industrials 9.0 $3K 0.00% NEW $340.11 -5.6%
684 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 21.0 $3K 0.00% NEW $140.81 +9.6%
685 MOOG INC CL A 12.0 $3K 0.00% NEW $243.58
686 BLD TOPBUILD CORP COM Industrials 7.0 $3K 0.00% NEW $417.14 -0.9%
687 EA ELECTRONIC ARTS INC COM Communication Services 14.0 $3K 0.00% NEW $204.36 -1.6%
688 GMAB GENMAB A/S SPONSORED ADS Healthcare 90.0 $3K 0.00% NEW $30.80 -12.7%
689 LNG CHENIERE ENERGY INC COM NEW Energy 14.0 $3K 0.00% NEW $194.36 +20.4%
690 DXCM DEXCOM INC COM Healthcare 41.0 $3K 0.00% NEW $66.37 +8.5%
691 STT STATE STR CORP COM Financial Services 21.0 $3K 0.00% NEW $129.00 +22.9%
692 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 59.0 $3K 0.00% NEW $44.54 +29.9%
693 E ENI S P A SPONSORED ADR Energy 69.0 $3K 0.00% NEW $37.94 +41.2%
694 FOXA FOX CORP CL A COM Communication Services 35.0 $3K 0.00% NEW $73.06 -11.1%
695 HAS HASBRO INC COM Consumer Cyclical 31.0 $3K 0.00% NEW $82.00 +7.3%
696 CI THE CIGNA GROUP COM Healthcare 9.0 $2K 0.00% NEW $275.22 +2.0%
697 MPC MARATHON PETE CORP COM Energy 15.0 $2K 0.00% NEW $162.60 +52.6%
698 VMI VALMONT INDS INC COM Industrials 6.0 $2K 0.00% NEW $402.33 +31.5%
699 HUBS HUBSPOT INC COM Technology 6.0 $2K 0.00% NEW $401.33 -50.7%
700 SEALED AIR CORP NEW COM 58.0 $2K 0.00% NEW $41.43
Page 35 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%