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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 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWM PUT ISHARES TR 900.0 $270K 0.07% NEW $300.45 -0.5%
82 TEO TELECOM ARGENTINA SA Communication Services 20,700.0 $269K 0.07% $13.00 +2.8%
83 ATHM AUTOHOME INC Communication Services 14,000.0 $266K 0.07% +1K +7.7% $19.03 +16.5%
84 SMH PUT VANECK ETF TRUST 400.0 $262K 0.07% NEW $655.89 -15.3%
85 DIA STATE STR SPDR DOW JONES IND Financial Services 500.0 $261K 0.07% $522.39 +2.3%
86 AAPL APPLE INC Technology 900.0 $260K 0.07% -5K -84.5% $289.36 +8.3%
87 IWM ISHARES TR 800.0 $240K 0.06% -500.0 -38.5% $300.45 -0.5%
88 NVO NOVO-NORDISK A S Healthcare 5,000.0 $240K 0.06% NEW $47.94 -1.6%
89 MAGS PUT LISTED FDS TR 3,500.0 $225K 0.06% NEW $64.30 +5.1%
90 BA BOEING CO Industrials 1,000.0 $216K 0.05% NEW $216.47 -2.0%
91 LITHIUM AMERS CORP NEW 30,200.0 $116K 0.03% +200.0 +0.7% $3.85
92 BIOX BIOCERES CROP SOLUTIONS CORP Basic Materials 55,000.0 $19K 0.01% $0.35 +18.9%
93 BIOX CALL BIOCERES CROP SOLUTIONS CORP Basic Materials 30,000.0 $11K 0.00% NEW $0.35 +18.9%
Page 5 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%