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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 11 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EVRG EVERGY INC COM Utilities 50.0 $4K 0.00% -14.0 -21.9% $81.92 +2.7%
202 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 51.0 $4K 0.00% -118.0 -69.8% $78.04 +2.4%
203 SNOW SNOWFLAKE INC COM SHS Technology 25.0 $4K 0.00% -7.0 -21.9% $150.84 +17.7%
204 GRMN GARMIN LTD SHS Technology 15.0 $3K 0.00% -252.0 -94.4% $232.00 +2.8%
205 MPC MARATHON PETE CORP COM Energy 13.0 $3K 0.00% -2.0 -13.3% $244.15 +1.6%
206 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 124.0 $3K 0.00% -102.0 -45.1% $23.81 +59.9%
207 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 85.0 $3K 0.00% -11.0 -11.5% $34.02 +18.5%
208 BLOCK INC CL A 44.0 $3K 0.00% -10.0 -18.5% $60.18
209 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 18.0 $3K 0.00% -7.0 -28.0% $146.61 +1.3%
210 DTE DTE ENERGY CO COM Utilities 14.0 $2K -4.0 -22.2% $146.21 -1.1%
211 STT STATE STR CORP COM Financial Services 16.0 $2K -5.0 -23.8% $126.56 +25.3%
212 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 26.0 $2K -7.0 -21.2% $72.69 +7.3%
213 MRVL MARVELL TECHNOLOGY INC COM Technology 19.0 $2K -599.0 -96.9% $99.05 +110.0%
214 BLD TOPBUILD COR COM Industrials 5.0 $2K -2.0 -28.6% $351.40 +17.6%
215 FOXA FOX CORP CL A COM Communication Services 29.0 $2K -6.0 -17.1% $58.41 +11.2%
216 ON ON SEMICONDUCTOR CORP COM Technology 27.0 $2K -4.0 -12.9% $61.93 +105.1%
217 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 24.0 $2K -43.0 -64.2% $69.29 +6.9%
218 F FORD MTR CO COM Consumer Cyclical 142.0 $2K -36.0 -20.2% $11.54 +32.8%
219 ZM ZOOM COMMUNICATIONS INC CL A Technology 20.0 $2K -4.0 -16.7% $80.40 +24.5%
220 PCG PG&E CORP COM Utilities 89.0 $2K -20.0 -18.4% $17.57 -6.6%
Page 11 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%