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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 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SONY SONY GROUP CORP Technology 30,000.0 $602K 0.15% NEW $20.06 +19.4%
22 TSLA PUT TESLA INC Consumer Cyclical 1,400.0 $589K 0.15% NEW $420.60 -15.8%
23 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 8,000.0 $512K 0.13% NEW $64.01 +13.5%
24 TM TOYOTA MOTOR CORP Consumer Cyclical 2,500.0 $421K 0.10% NEW $168.42 +14.5%
25 UNH CALL UNITEDHEALTH GROUP INC Healthcare 1,000.0 $416K 0.10% NEW $415.63 -5.0%
26 ADBE CALL ADOBE INC Technology 2,000.0 $410K 0.10% NEW $205.02 +41.6%
27 HPQ HP INC Technology 15,000.0 $329K 0.08% NEW $21.94 +33.0%
28 MA CALL MASTERCARD INCORPORATED Financial Services 600.0 $308K 0.08% NEW $513.60 +15.3%
29 MSFT PUT MICROSOFT CORP Technology 800.0 $298K 0.07% NEW $373.02 +35.6%
30 IWM PUT ISHARES TR 900.0 $270K 0.07% NEW $300.45 -0.2%
31 SMH PUT VANECK ETF TRUST 400.0 $262K 0.07% NEW $655.89 -13.0%
32 NVO NOVO-NORDISK A S Healthcare 5,000.0 $240K 0.06% NEW $47.94 -3.5%
33 MAGS PUT LISTED FDS TR 3,500.0 $225K 0.06% NEW $64.30 +6.8%
34 BA BOEING CO Industrials 1,000.0 $216K 0.05% NEW $216.47 -2.6%
35 BIOX CALL BIOCERES CROP SOLUTIONS CORP Basic Materials 30,000.0 $11K 0.00% NEW $0.35 +17.7%
Page 2 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%