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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 36 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 F FORD MTR CO COM Consumer Cyclical 178.0 $2K NEW $13.12 +16.8%
702 MDGL MADRIGAL PHARMACEUTICALS INC COM Healthcare 4.0 $2K NEW $582.25 -10.0%
703 DTE DTE ENERGY CO COM Utilities 18.0 $2K NEW $129.00 +12.1%
704 FDS FACTSET RESH SYS INC COM Financial Services 8.0 $2K NEW $290.25 -20.4%
705 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 16.0 $2K NEW $141.81 +9.8%
706 CHWY CHEWY INC CL A Consumer Cyclical 68.0 $2K NEW $33.04 -35.7%
707 DOW DOW INC COM Basic Materials 96.0 $2K NEW $23.38 +50.9%
708 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 10.0 $2K NEW $222.60 +2.1%
709 HUBB HUBBELL INC COM Industrials 5.0 $2K NEW $444.20 +7.6%
710 WCC WESCO INTL INC COM Industrials 9.0 $2K NEW $244.67 +48.6%
711 TER TERADYNE INC COM Technology 11.0 $2K NEW $193.55 +101.1%
712 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 13.0 $2K NEW $159.38 +45.6%
713 ZM ZOOM COMMUNICATIONS INC CL A Technology 24.0 $2K NEW $86.29 +22.4%
714 RBRK RUBRIK INC. CL A Technology 27.0 $2K NEW $76.48 -10.7%
715 FORM FORMFACTOR INC COM Technology 37.0 $2K NEW $55.78 +144.7%
716 WBS WEBSTER FINL CORP COM Financial Services 32.0 $2K NEW $62.94 +14.1%
717 HOLOGIC INC COM 27.0 $2K NEW $74.48
718 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 27.0 $2K NEW $73.59 +104.3%
719 SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 29.0 $2K NEW $67.17 +8.8%
720 RBLX ROBLOX CORP CL A Technology 24.0 $2K NEW $81.04 -43.2%
Page 36 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%