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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 38 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SEALED AIR CORP NEW COM 58.0 $2K $42.05
742 GMAB GENMAB A/S SPONSORED ADS Healthcare 90.0 $2K $26.83 -0.3%
743 VMI VALMONT INDS INC COM Industrials 6.0 $2K $399.50 +31.2%
744 XYL XYLEM INC COM Industrials 20.0 $2K NEW $119.50 -8.0%
745 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 12.0 $2K $195.42 +13.0%
746 BWA BORGWARNER INC COM Consumer Cyclical 42.0 $2K $54.26 +28.2%
747 AON AON PLC SHS CL A Financial Services 7.0 $2K NEW $322.71 -1.2%
748 WBS WEBSTER FINL CORP COM Financial Services 32.0 $2K $69.41 +5.1%
749 FORTINET INC COM 27.0 $2K NEW $81.70
750 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 16.0 $2K $131.75 +18.8%
751 VB VANGUARD SMALL-CAP ETF 8.0 $2K NEW $261.88 +11.7%
752 MDGL MADRIGAL PHARMACEUTICALS INC COM Healthcare 4.0 $2K $523.50 +0.4%
753 MDU MDU RES GROUP INC COM Industrials 99.0 $2K $20.72 +6.2%
754 DTE DTE ENERGY CO COM Utilities 14.0 $2K -4.0 -22.2% $146.21 -1.1%
755 HOLOGIC INC COM 27.0 $2K $75.59
756 SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 30.0 $2K +1.0 +3.5% $67.97 +7.6%
757 STT STATE STR CORP COM Financial Services 16.0 $2K -5.0 -23.8% $126.56 +24.3%
758 MUSA MURPHY USA INC COM Consumer Cyclical 4.0 $2K NEW $494.00 +4.8%
759 EQT EQT CORP COM Energy 31.0 $2K $63.65 -12.4%
760 XP XP INC CL A Financial Services 103.0 $2K $19.04 -9.6%
Page 38 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%