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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 3 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU PUT MICRON TECHNOLOGY INC Technology 1,000.0 $1.2M 0.29% NEW $1154.29 -18.7%
42 PBR PETROLEO BRASILEIRO S A Energy 68,900.0 $1.1M 0.28% -16K -18.9% $16.16 +9.9%
43 PFE PFIZER INC Healthcare 45,000.0 $1.1M 0.27% +20K +80.0% $24.08 +17.5%
44 MCD MCDONALDS CORP Consumer Cyclical 4,000.0 $1.1M 0.27% +2K +110.5% $270.31 -1.3%
45 SAP SAP SE Technology 6,900.0 $1.1M 0.27% NEW $154.11 +37.3%
46 NFLX NETFLIX INC. Communication Services 14,000.0 $1000K 0.25% +10K +211.1% $71.40 +14.1%
47 TMF DIREXION SHARES ETF TRUST 28,000.0 $995K 0.25% $35.55 -10.4%
48 DIS DISNEY WALT CO Communication Services 10,000.0 $962K 0.24% +100.0 +1.0% $96.25 +13.9%
49 NU NU HLDGS LTD Financial Services 71,000.0 $949K 0.24% +44K +162.0% $13.36 +13.5%
50 AGRO ADECOAGRO S A Consumer Defensive 97,000.0 $926K 0.23% +72K +286.4% $9.55 +16.0%
51 AAPL PUT APPLE INC Technology 3,000.0 $868K 0.22% NEW $289.36 +8.3%
52 BIDU BAIDU INC Communication Services 7,500.0 $857K 0.21% +2K +25.0% $114.29 -18.4%
53 JETS ETF SER SOLUTIONS 25,000.0 $830K 0.21% $33.22 -10.4%
54 NVDA CALL NVIDIA CORPORATION Technology 4,000.0 $800K 0.20% NEW $200.09 +4.8%
55 XPEV XPENG INC Consumer Cyclical 60,000.0 $794K 0.20% +38K +166.7% $13.24 -11.6%
56 LITHIUM ARGENTINA AG 95,000.0 $786K 0.20% -38K -28.6% $8.27
57 LI LI AUTO INC Consumer Cyclical 66,000.0 $775K 0.19% +18K +37.5% $11.74 +3.4%
58 KWEB CALL KRANESHARES TRUST 30,000.0 $734K 0.18% NEW $24.47 +7.4%
59 CARNIVAL CORP LTD 25,000.0 $714K 0.18% NEW $28.57
60 ORCL ORACLE CORP Technology 4,500.0 $659K 0.16% NEW $146.55 +1.6%
Page 3 of 5  ·  93 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%