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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 YPF YPF SOCIEDAD ANONIMA Energy 1,378,200.0 $63.7M 18.18% -570K -29.3% $46.22 +9.2%
2 PUT STATE STR SPDR S&P 500 ETF T 21,500.0 $14.0M 3.99% -5K -18.2% $650.34
3 EWZ ISHARES INC 177,800.0 $6.8M 1.95% -52K -22.6% $38.39 -12.1%
4 FXI ISHARES TR 162,000.0 $5.8M 1.66% -213K -56.8% $35.90 -7.2%
5 VIST VISTA ENERGY S.A.B. DE C.V. Energy 73,300.0 $5.5M 1.58% -152K -67.4% $75.47 -9.2%
6 QQQ INVESCO QQQ TR Financial Services 3,900.0 $2.3M 0.64% -11K -73.1% $577.18 +28.3%
7 PBR PETROLEO BRASILEIRO S A Energy 84,900.0 $1.8M 0.50% -307K -78.3% $20.75 -19.3%
8 PUT NVIDIA CORPORATION 9,200.0 $1.6M 0.46% -15K -62.1% $174.40
9 AAPL APPLE INC Technology 5,800.0 $1.5M 0.42% -11K -64.6% $253.79 +17.4%
10 TMF DIREXION SHARES ETF TRUST 28,000.0 $1.0M 0.29% -40K -58.8% $36.06 +0.8%
11 ASHR DBX ETF TR 28,000.0 $914K 0.26% -60K -68.2% $32.64 +11.3%
12 PUT TESLA INC 1,900.0 $706K 0.20% -4K -69.8% $371.75
13 CALL AMAZON COM INC 2,700.0 $562K 0.16% -4K -57.1% $208.27
14 ALB ALBEMARLE CORP Basic Materials 2,600.0 $467K 0.13% -10K -80.0% $179.53 -10.7%
15 AGRO ADECOAGRO S A Consumer Defensive 25,100.0 $377K 0.11% -95K -79.1% $15.02 -38.5%
16 AMZN AMAZON COM INC Consumer Cyclical 1,800.0 $375K 0.11% -200.0 -10.0% $208.27 +17.3%
17 STM STMICROELECTRONICS N V Technology 10,000.0 $346K 0.10% -7K -41.2% $34.55 +126.9%
18 SPY STATE STR SPDR S&P 500 ETF T Financial Services 500.0 $325K 0.09% -800.0 -61.5% $650.34 +14.8%
19 CALL STATE STR SPDR S&P 500 ETF T 400.0 $260K 0.07% -3K -86.7% $650.34
20 EC ECOPETROL S A Energy 12,000.0 $180K 0.05% -29K -70.7% $14.99 +10.6%

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%