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Portfolio (Quarterly) Guide ↗

PING CAPITAL MANAGEMENT, INC.

· CIK 0001804352
13F Portfolio $350M AUM 83 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 37 Added 20 Reduced 16 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAAP CORPORACION AMER ARPTS S A Industrials 74,000.0 $1.9M 0.53% +28K +59.1% $25.29 +8.9%
22 CALL ISHARES TR 6,600.0 $1.6M 0.47% +100.0 +1.5% $248.00
23 LOMA LOMA NEGRA C I A S A MTN 14 Basic Materials 126,000.0 $1.4M 0.40% +35K +38.0% $11.09 +9.0%
24 MELI MERCADOLIBRE INC Consumer Cyclical 700.0 $1.2M 0.35% +600.0 +600.0% $1729.02 -5.4%
25 MSFT MICROSOFT CORP Technology 3,000.0 $1.1M 0.32% +2K +275.0% $370.17 +2.5%
26 DIS DISNEY WALT CO Communication Services 9,900.0 $954K 0.27% +900.0 +10.0% $96.38 +7.8%
27 LITHIUM ARGENTINA AG 133,000.0 $888K 0.25% +31K +30.4% $6.68
28 NVDA NVIDIA CORPORATION Technology 5,000.0 $872K 0.25% +4K +354.6% $174.40 +20.8%
29 LI LI AUTO INC Consumer Cyclical 48,000.0 $856K 0.24% +3K +6.7% $17.83 -25.9%
30 VALE VALE S A Basic Materials 38,800.0 $617K 0.18% +4K +10.5% $15.91 -3.1%
31 MCD MCDONALDS CORP Consumer Cyclical 1,900.0 $591K 0.17% +700.0 +58.3% $310.79 -10.4%
32 PUT APPLE INC 2,200.0 $558K 0.16% +1K +120.0% $253.79
33 SNY SANOFI SA Healthcare 10,000.0 $482K 0.14% +4K +66.7% $48.18 -12.0%
34 NU NU HLDGS LTD Financial Services 27,100.0 $389K 0.11% +14K +99.3% $14.37 -11.6%
35 FMS FRESENIUS MEDICAL CARE AG Healthcare 15,000.0 $338K 0.10% +5K +50.0% $22.56 +4.6%
36 ATHM AUTOHOME INC Communication Services 13,000.0 $226K 0.06% +3K +30.0% $17.37 +4.1%
37 LITHIUM AMERS CORP NEW 30,000.0 $118K 0.03% +5K +20.0% $3.95
Page 2 of 2  ·  37 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
Financial Services 35.3%
Energy 34.8%
Utilities 15.8%
Consumer Cyclical 6.1%
Technology 2.2%
Healthcare 1.8%
Communication Services 1.6%
Basic Materials 1.2%
Industrials 1.0%
Consumer Defensive 0.2%