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Portfolio (Quarterly) Guide ↗

Park Place Capital Corp

· CIK 0001965810
13F Portfolio $629M AUM 2,370 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 284 New 223 Added 183 Reduced 40 Exited
Page 2 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 129,528.0 $6.0M 0.95% +25K +24.5% $46.15 -1.6%
22 JUCY APTUS ENHANCED YIELD ETF 236,893.0 $5.2M 0.83% +13K +5.7% $21.98 +0.4%
23 V VISA INC COM CL A Financial Services 14,069.0 $4.8M 0.77% +4K +34.6% $343.09 +8.1%
24 AGG iShares Core US Aggregate Bond ETF 46,049.0 $4.6M 0.72% +388.0 +0.8% $98.98 -1.6%
25 APH AMPHENOL CORP CL A Technology 24,571.0 $4.3M 0.69% +7K +42.3% $176.32 -11.0%
26 AMAT APPLIED MATLS INC COM Technology 5,977.0 $4.3M 0.69% +5K +340.1% $723.00 -31.9%
27 ABBV ABBVIE INC COM Healthcare 14,307.0 $3.6M 0.57% +4K +39.2% $251.63 +5.3%
28 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 61,611.0 $3.6M 0.56% +58K +1468.1% $57.62 +16.3%
29 DE DEERE & CO COM Industrials 5,532.0 $3.5M 0.56% +5K +839.2% $634.33 +2.1%
30 WMT WALMART INC COM Consumer Defensive 27,204.0 $3.1M 0.49% +683.0 +2.6% $113.26 -8.4%
31 NOW SERVICENOW INC COM Technology 27,075.0 $2.7M 0.43% +10K +60.6% $99.28 +29.4%
32 FANG DIAMONDBACK ENERGY INC COM Energy 13,544.0 $2.4M 0.38% +213.0 +1.6% $175.78 +19.9%
33 AMT AMERICAN TOWER CORP COM Real Estate 14,278.0 $2.3M 0.37% +433.0 +3.1% $163.57 +7.5%
34 PGR PROGRESSIVE CORP COM Financial Services 10,562.0 $2.3M 0.37% +573.0 +5.7% $218.45 +0.4%
35 IWF ISHARES RUSSELL 1000 GROWTH ETF 17,686.0 $2.2M 0.35% +13K +264.3% $124.17 -1.4%
36 CHE CHEMED CORP NEW COM Healthcare 4,668.0 $2.2M 0.34% +218.0 +4.9% $465.76 +16.1%
37 MGC VANGUARD MEGA CAP ETF 7,744.0 $2.1M 0.34% +8K +4680.2% $273.63 +2.4%
38 VUG VANGUARD GROWTH ETF 24,375.0 $2.1M 0.33% +20K +499.9% $86.14 +1.6%
39 RTX RTX CORPORATION COM Industrials 9,592.0 $1.8M 0.29% +4K +78.8% $189.73 +10.6%
40 DELL DELL TECHNOLOGIES INC CL C Technology 4,129.0 $1.8M 0.28% +3K +402.9% $431.46 +2.4%
Page 2 of 12  ·  223 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
Technology 32.2%
Financial Services 20.1%
Industrials 11.0%
Healthcare 9.6%
Consumer Cyclical 6.6%
Communication Services 5.7%
Consumer Defensive 5.7%
Energy 4.4%
Utilities 2.1%
Real Estate 2.0%