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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 3 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ANET ARISTA NETWORKS INC COM SHS Technology 9,716.0 $1.7M 0.26% +8K +493.5% $169.88 +11.0%
42 BAC BANK OF AMER CORP COM Financial Services 27,080.0 $1.5M 0.24% +928.0 +3.5% $56.98 +8.3%
43 CPRT COPART INC COM Industrials 54,178.0 $1.5M 0.24% +6K +13.2% $28.19 +19.9%
44 CSCO CISCO SYS INC COM Technology 12,481.0 $1.5M 0.23% +4K +42.8% $117.46 -5.5%
45 IUSG ISHARES CORE S&P U.S. GROWTH ETF 7,722.0 $1.5M 0.23% +182.0 +2.4% $188.08 +0.9%
46 QCOM QUALCOMM INC COM Technology 7,701.0 $1.4M 0.23% +463.0 +6.4% $184.79 -13.0%
47 PM PHILIP MORRIS INTL INC COM Consumer Defensive 7,590.0 $1.4M 0.22% +2K +30.9% $180.91 +4.0%
48 EOG EOG RES INC COM Energy 10,421.0 $1.4M 0.21% +2K +26.8% $129.73 +18.0%
49 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 2,689.0 $1.3M 0.21% +55.0 +2.1% $501.36 +25.5%
50 ETN EATON CORP PLC SHS Industrials 3,132.0 $1.3M 0.21% +2K +130.3% $426.12 -1.6%
51 BX BLACKSTONE INC COM Financial Services 10,892.0 $1.3M 0.20% +9K +471.8% $117.67 +21.8%
52 PEP PEPSICO INC COM Consumer Defensive 9,434.0 $1.3M 0.20% +4K +73.6% $135.40 +6.0%
53 ACWX ISHARES MSCI ACWI EX U.S. ETF 15,237.0 $1.2M 0.18% +15K +2835.8% $76.11 +2.4%
54 VTEB Vanguard Tax-Exempt Bond ETF 22,772.0 $1.2M 0.18% +190.0 +0.8% $50.58 -2.1%
55 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 20,185.0 $1.1M 0.18% +10K +100.0% $56.16 +4.6%
56 KMI KINDER MORGAN INC DEL COM Energy 34,516.0 $1.1M 0.17% +27K +346.9% $31.97 -3.1%
57 TFC TRUIST FINL CORP COM Financial Services 20,498.0 $1.0M 0.16% +7K +49.2% $49.82 +1.2%
58 PRU PRUDENTIAL FINL INC COM Financial Services 9,286.0 $1.0M 0.16% +7K +413.6% $107.93 +12.2%
59 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 3,366.0 $978K 0.15% +3K +4215.4% $290.59 -8.2%
60 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,906.0 $954K 0.15% +2K +750.9% $500.39
Page 3 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%