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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 37 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 VICI VICI PPTYS INC COM Real Estate 118.0 $3K 0.00% NEW $27.32 +5.5%
722 MPC MARATHON PETE CORP COM Energy 13.0 $3K 0.00% -2.0 -13.3% $244.15 +1.1%
723 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 209.0 $3K 0.00% NEW $14.95 +9.9%
724 MANH MANHATTAN ASSOCIATES INC COM Technology 23.0 $3K 0.00% $133.13 +5.1%
725 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 124.0 $3K 0.00% -102.0 -45.1% $23.81 +55.7%
726 HAS HASBRO INC COM Consumer Cyclical 31.0 $3K 0.00% $93.61 -5.6%
727 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 85.0 $3K 0.00% -11.0 -11.5% $34.02 +19.2%
728 EA ELECTRONIC ARTS INC COM Communication Services 14.0 $3K 0.00% $203.86 -1.3%
729 MC MOELIS & CO CL A Financial Services 50.0 $3K 0.00% $57.00 +16.7%
730 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 21.0 $3K 0.00% $133.48 +18.2%
731 FIX COMFORT SYS USA INC COM Industrials 2.0 $3K 0.00% $1379.00 +38.2%
732 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 45.0 $3K 0.00% +17.0 +60.7% $59.16 +13.7%
733 BLOCK INC CL A 44.0 $3K 0.00% -10.0 -18.5% $60.18
734 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 18.0 $3K 0.00% -7.0 -28.0% $146.61 +2.0%
735 FROG JFROG LTD ORD SHS Technology 56.0 $3K 0.00% $46.93 +52.8%
736 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 27.0 $3K 0.00% $92.78 +59.2%
737 RBLX ROBLOX CORP CL A Technology 44.0 $2K +20.0 +83.3% $56.57 -17.8%
738 WCC WESCO INTL INC COM Industrials 9.0 $2K $273.67 +34.1%
739 HUBB HUBBELL INC COM Industrials 5.0 $2K $490.80 -1.2%
740 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 13.0 $2K $188.00 +24.2%
Page 37 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%