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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 34 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 169.0 $6K 0.00% -40.0 -19.1% $35.70 -9.6%
662 CNS COHEN & STEERS INC COM Financial Services 96.0 $6K 0.00% $62.55 +13.5%
663 NUE NUCOR CORP COM Basic Materials 35.0 $6K 0.00% -4.0 -10.3% $169.11 +44.6%
664 GDYN GRID DYNAMICS HLDGS INC CL A Technology 1,032.0 $6K 0.00% $5.70 +22.9%
665 MAA MID-AMER APT CMNTYS INC COM Real Estate 48.0 $6K 0.00% -16.0 -25.0% $122.12 +7.6%
666 URI UNITED RENTALS INC COM Industrials 8.0 $6K 0.00% $728.50 +34.5%
667 BWXT BWX TECHNOLOGIES INC COM Industrials 28.0 $6K 0.00% $204.50 -2.1%
668 FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 299.0 $6K 0.00% NEW $19.00 +1.2%
669 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 3.0 $6K 0.00% $1884.67 +5.2%
670 AEE AMEREN CORP COM Utilities 51.0 $6K 0.00% $109.92 +1.2%
671 GLW CORNING INC COM Technology 41.0 $6K 0.00% NEW $135.98 +39.1%
672 CRY ARTIVION INC COM 149.0 $5K 0.00% $36.62 -51.2%
673 DOW DOW HLDGS INC COM Basic Materials 130.0 $5K 0.00% +34.0 +35.4% $41.65 -16.7%
674 PCOR PROCORE TECHNOLOGIES INC COM Technology 95.0 $5K 0.00% +41.0 +75.9% $57.00 -17.5%
675 KKR KKR & CO INC COM Financial Services 58.0 $5K 0.00% -12.0 -17.1% $92.50 +1.6%
676 COIN COINBASE GLOBAL INC COM CL A Financial Services 30.0 $5K 0.00% $174.60 +0.6%
677 SYF SYNCHRONY FINANCIAL COM Financial Services 77.0 $5K 0.00% +3.0 +4.0% $68.03 +6.0%
678 XDEC FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER 128.0 $5K 0.00% NEW $40.31 +5.7%
679 RACE FERRARI N V COM Consumer Cyclical 15.0 $5K 0.00% +6.0 +66.7% $338.47 -2.9%
680 CCL CARNIVAL CORP COMMON STOCK Consumer Cyclical 196.0 $5K 0.00% +5.0 +2.6% $25.88 +7.8%
Page 34 of 43  ·  850 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%