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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 5 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 8,142.0 $590K 0.09% +7K +401.4% $72.51 +11.5%
82 COLB COLUMBIA BKG SYS INC COM Financial Services 18,375.0 $589K 0.09% +15K +402.2% $32.05 -3.9%
83 SNY SANOFI SA SPONSORED ADR Healthcare 13,474.0 $575K 0.09% +951.0 +7.6% $42.66 +7.5%
84 FE FIRSTENERGY CORP COM Utilities 12,076.0 $574K 0.09% +905.0 +8.1% $47.54 -3.3%
85 JNJ JOHNSON & JOHNSON COM Healthcare 2,250.0 $571K 0.09% +173.0 +8.3% $253.92 +6.4%
86 FDX FEDEX CORP COM Industrials 1,788.0 $560K 0.09% +1K +384.6% $313.13 +3.8%
87 BSX BOSTON SCIENTIFIC CORP COM Healthcare 13,014.0 $555K 0.09% +1K +11.4% $42.68 +18.0%
88 ASML ASML HLDG NV N Y REGISTRY SHS Technology 256.0 $509K 0.08% +43.0 +20.2% $1989.44 -11.3%
89 LMT LOCKHEED MARTIN CORP COM Industrials 980.0 $499K 0.08% +516.0 +111.2% $509.46 +10.6%
90 KNTK KINETIK HOLDINGS INC COM NEW CL A Energy 10,294.0 $498K 0.08% +8K +408.9% $48.34 +12.7%
91 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 5,727.0 $475K 0.07% +614.0 +12.0% $82.87 -3.8%
92 NFLX NETFLIX INC. COM Communication Services 6,518.0 $465K 0.07% +64.0 +1.0% $71.40 +11.5%
93 UPS UNITED PARCEL SVCS INC CL B Industrials 4,209.0 $452K 0.07% +3K +390.6% $107.50 -5.1%
94 NKE NIKE INC CL B Consumer Cyclical 10,403.0 $427K 0.07% +7K +241.2% $41.05 -0.7%
95 MO ALTRIA GROUP INC COM Consumer Defensive 5,838.0 $420K 0.07% +2K +44.3% $71.95 -8.1%
96 VO VANGUARD MID-CAP ETF 5,085.0 $410K 0.07% +4K +689.6% $80.57 +3.0%
97 FEDERATED HERMES INC CL B 7,381.0 $408K 0.07% +6K +419.8% $55.22
98 ZTS ZOETIS INC CL A Healthcare 5,611.0 $403K 0.06% +5K +567.2% $71.86 +8.2%
99 MTN VAIL RESORTS INC COM Consumer Cyclical 2,930.0 $399K 0.06% +2K +362.1% $136.15 +12.2%
100 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 1,691.0 $379K 0.06% +1K +275.8% $223.95 +25.4%
Page 5 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%