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Portfolio (Quarterly) Guide ↗

PING CAPITAL MANAGEMENT, INC.

· CIK 0001804352
13F Portfolio $401M AUM 93 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 32 Added 12 Reduced 25 Exited
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ CALL INVESCO QQQ TR Financial Services 29,800.0 $21.9M 5.47% NEW $736.40 -3.4%
2 MSFT CALL MICROSOFT CORP Technology 58,700.0 $21.9M 5.46% NEW $373.02 +33.1%
3 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 13,200.0 $9.9M 2.46% NEW $746.77 +2.6%
4 AAPL CALL APPLE INC Technology 24,700.0 $7.1M 1.78% NEW $289.36 +8.3%
5 GOOGL CALL ALPHABET INC Communication Services 17,900.0 $6.4M 1.59% NEW $357.37 -4.3%
6 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 5,200.0 $3.9M 0.97% NEW $746.77 +2.6%
7 TSLA CALL TESLA INC Consumer Cyclical 9,200.0 $3.9M 0.96% NEW $420.60 -17.8%
8 SMH CALL VANECK ETF TRUST 5,600.0 $3.7M 0.92% NEW $655.89 -15.3%
9 QQQ PUT INVESCO QQQ TR Financial Services 4,900.0 $3.6M 0.90% NEW $736.40 -3.4%
10 IWM CALL ISHARES TR 8,500.0 $2.6M 0.64% NEW $300.45 -0.5%
11 CALL SPACE EXPLORATION TECHN CORP 10,100.0 $1.7M 0.43% NEW $170.86
12 ADBE ADOBE INC Technology 7,200.0 $1.5M 0.37% NEW $205.02 +33.4%
13 JEPQ J P MORGAN EXCHANGE TRADED F 21,400.0 $1.3M 0.33% NEW $61.46 -2.7%
14 MU PUT MICRON TECHNOLOGY INC Technology 1,000.0 $1.2M 0.29% NEW $1154.29 -18.7%
15 SAP SAP SE Technology 6,900.0 $1.1M 0.27% NEW $154.11 +37.3%
16 AAPL PUT APPLE INC Technology 3,000.0 $868K 0.22% NEW $289.36 +8.3%
17 NVDA CALL NVIDIA CORPORATION Technology 4,000.0 $800K 0.20% NEW $200.09 +4.8%
18 KWEB CALL KRANESHARES TRUST 30,000.0 $734K 0.18% NEW $24.47 +7.4%
19 CARNIVAL CORP LTD 25,000.0 $714K 0.18% NEW $28.57
20 ORCL ORACLE CORP Technology 4,500.0 $659K 0.16% NEW $146.55 +1.6%
Page 1 of 2  ·  35 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 38.3%
Energy 32.3%
Utilities 14.8%
Consumer Cyclical 5.7%
Technology 3.0%
Healthcare 2.3%
Communication Services 1.7%
Basic Materials 0.8%
Industrials 0.7%
Consumer Defensive 0.4%