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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 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TME TENCENT MUSIC ENTMT GROUP Communication Services 75,000.0 $626K 0.16% $8.35 +5.4%
62 SONY SONY GROUP CORP Technology 30,000.0 $602K 0.15% NEW $20.06 +20.2%
63 TSLA PUT TESLA INC Consumer Cyclical 1,400.0 $589K 0.15% NEW $420.60 -17.8%
64 VALE VALE S A Basic Materials 38,800.0 $584K 0.15% $15.04 +0.8%
65 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 40,000.0 $530K 0.13% +7K +21.2% $13.26 +6.2%
66 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 8,000.0 $512K 0.13% NEW $64.01 +14.5%
67 SNY SANOFI SA Healthcare 10,000.0 $427K 0.11% $42.66 +6.5%
68 TM TOYOTA MOTOR CORP Consumer Cyclical 2,500.0 $421K 0.10% NEW $168.42 +13.9%
69 UNH CALL UNITEDHEALTH GROUP INC Healthcare 1,000.0 $416K 0.10% NEW $415.63 -3.5%
70 ADBE CALL ADOBE INC Technology 2,000.0 $410K 0.10% NEW $205.02 +33.4%
71 SPY STATE STR SPDR S&P 500 ETF T Financial Services 500.0 $373K 0.09% $746.77 +2.6%
72 RACE FERRARI N V Consumer Cyclical 1,000.0 $372K 0.09% -400.0 -28.6% $372.29 +10.9%
73 ASHR DBX ETF TR 10,000.0 $367K 0.09% -18K -64.3% $36.66 -6.7%
74 GOOGL ALPHABET INC Communication Services 1,000.0 $357K 0.09% $357.37 -4.3%
75 FMS FRESENIUS MEDICAL CARE AG Healthcare 15,000.0 $339K 0.09% $22.61 +3.5%
76 CNH INDL N V 30,000.0 $337K 0.08% $11.23
77 HPQ HP INC Technology 15,000.0 $329K 0.08% NEW $21.94 +39.1%
78 MA CALL MASTERCARD INCORPORATED Financial Services 600.0 $308K 0.08% NEW $513.60 +16.5%
79 EC ECOPETROL S A Energy 21,000.0 $299K 0.07% +9K +75.0% $14.24 +16.0%
80 MSFT PUT MICROSOFT CORP Technology 800.0 $298K 0.07% NEW $373.02 +33.1%
Page 4 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%