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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ALB ALBEMARLE CORP Basic Materials 2,600.0 $467K 0.13% -10K -80.0% $179.53 -10.7%
62 NFLX NETFLIX INC. Communication Services 4,500.0 $433K 0.12% NEW $96.15 -19.5%
63 NU NU HLDGS LTD Financial Services 27,100.0 $389K 0.11% +14K +99.3% $14.37 -11.6%
64 CCL CARNIVAL CORP Consumer Cyclical 15,000.0 $388K 0.11% NEW $25.88 +19.3%
65 XPEV XPENG INC Consumer Cyclical 22,500.0 $385K 0.11% NEW $17.11 -22.8%
66 AGRO ADECOAGRO S A Consumer Defensive 25,100.0 $377K 0.11% -95K -79.1% $15.02 -38.5%
67 AMZN AMAZON COM INC Consumer Cyclical 1,800.0 $375K 0.11% -200.0 -10.0% $208.27 +17.3%
68 CALL ORACLE CORP 2,500.0 $368K 0.10% NEW $147.11
69 STM STMICROELECTRONICS N V Technology 10,000.0 $346K 0.10% -7K -41.2% $34.55 +126.9%
70 FMS FRESENIUS MEDICAL CARE AG Healthcare 15,000.0 $338K 0.10% +5K +50.0% $22.56 +4.6%
71 CNH INDL N V 30,000.0 $330K 0.09% $11.00
72 SPY STATE STR SPDR S&P 500 ETF T Financial Services 500.0 $325K 0.09% -800.0 -61.5% $650.34 +14.8%
73 IWM ISHARES TR 1,300.0 $322K 0.09% NEW $248.00 +19.2%
74 ARKG ARK ETF TR 12,000.0 $317K 0.09% NEW $26.42 +39.5%
75 GOOGL ALPHABET INC Communication Services 1,000.0 $288K 0.08% NEW $287.56 +28.0%
76 AAL AMERICAN AIRLINES GROUP INC Industrials 25,000.0 $268K 0.08% NEW $10.74 +48.9%
77 CALL STATE STR SPDR S&P 500 ETF T 400.0 $260K 0.07% -3K -86.7% $650.34
78 TEO TELECOM ARGENTINA SA Communication Services 20,700.0 $242K 0.07% $11.69 +17.6%
79 DIA STATE STR SPDR DOW JONES IND Financial Services 500.0 $232K 0.07% $463.19 +11.3%
80 ATHM AUTOHOME INC Communication Services 13,000.0 $226K 0.06% +3K +30.0% $17.37 +4.1%
Page 4 of 5  ·  83 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%