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Portfolio (Quarterly) Guide ↗

Park Place Capital Corp

· CIK 0001965810
13F Portfolio $499M AUM 850 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 221 Added 228 Reduced 40 Exited
Page 10 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ACGL ARCH CAP GROUP LTD ORD Financial Services 91.0 $9K 0.00% -4.0 -4.2% $95.99 -0.6%
182 GIS GENERAL MILLS INC COM Consumer Defensive 234.0 $9K 0.00% -18.0 -7.1% $37.22 -10.9%
183 CX CEMEX SA EURO MTN BE 144A SPON ADR NEW Basic Materials 751.0 $9K 0.00% -305.0 -28.9% $11.44 +14.5%
184 NTES NETEASE COM INC SPONSORED ADS Technology 73.0 $8K 0.00% -7.0 -8.8% $111.95 +10.2%
185 PYPL PAYPAL HLDGS INC COM Financial Services 180.0 $8K 0.00% -569.0 -76.0% $45.23 -2.4%
186 SSNC SS&C TECH HLDGS COM Technology 115.0 $8K 0.00% -9.0 -7.3% $67.57 -1.2%
187 CBOE CBOE GLOBAL MKTS INC COM Financial Services 27.0 $8K 0.00% -11.0 -28.9% $281.07 +26.1%
188 EW EDWARDS LIFESCIENCES CORP COM Healthcare 92.0 $7K 0.00% -5.0 -5.2% $80.08 +9.3%
189 LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 166.0 $7K 0.00% -2.0 -1.2% $40.80 +2.8%
190 BK BANK NEW YORK MELLON CORP COM Financial Services 56.0 $7K 0.00% -7.0 -11.1% $118.62 +18.9%
191 DG DOLLAR GEN CORP COM Consumer Defensive 54.0 $6K 0.00% -4.0 -6.9% $118.72 -12.7%
192 ATO ATMOS ENERGY CORP COM Utilities 33.0 $6K 0.00% -15.0 -31.2% $184.73 -3.8%
193 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 169.0 $6K 0.00% -40.0 -19.1% $35.70 -10.5%
194 NUE NUCOR CORP COM Basic Materials 35.0 $6K 0.00% -4.0 -10.3% $169.11 +42.1%
195 MAA MID-AMER APT CMNTYS INC COM Real Estate 48.0 $6K 0.00% -16.0 -25.0% $122.12 +6.9%
196 KKR KKR & CO INC COM Financial Services 58.0 $5K 0.00% -12.0 -17.1% $92.50 +2.7%
197 OSK OSHKOSH CORP COM Industrials 34.0 $5K 0.00% -3.0 -8.1% $147.21 -12.1%
198 ALL ALLSTATE CORP COM Financial Services 23.0 $5K 0.00% -19.0 -45.2% $207.35 +2.6%
199 DD DUPONT DE NEMOURS INC COM Basic Materials 101.0 $5K 0.00% -38.0 -27.3% $45.80 +8.0%
200 ICVT ISHARES CONVERTIBLE BOND ETF 44.0 $4K 0.00% -34.0 -43.6% $101.80 +17.8%
Page 10 of 12  ·  228 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 28.4%
Financial Services 19.8%
Industrials 10.0%
Healthcare 8.9%
Consumer Cyclical 7.0%
Consumer Defensive 6.6%
Communication Services 6.5%
Energy 6.5%
Utilities 3.1%
Real Estate 2.5%