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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 6 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SUB iShares Short-Term National Muni Bd ETF 3,479.0 $370K 0.06% +21.0 +0.6% $106.49 -0.2%
102 VOYA VOYA FINANCIAL INC COM Financial Services 3,875.0 $351K 0.06% +3K +402.6% $90.53 +8.0%
103 SYY SYSCO CORP COM Consumer Defensive 4,172.0 $349K 0.06% +3K +295.4% $83.58 +0.6%
104 LW LAMB WESTON HLDGS INC COM Consumer Defensive 7,864.0 $340K 0.05% +6K +401.2% $43.18 +24.3%
105 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 1,106.0 $327K 0.05% +920.0 +494.6% $296.04 +15.5%
106 CUBE CUBESMART COM Real Estate 8,195.0 $326K 0.05% +7K +431.4% $39.77 +2.8%
107 SHW SHERWIN WILLIAMS CO COM Basic Materials 930.0 $320K 0.05% +22.0 +2.4% $344.32 +0.7%
108 C CITIGROUP INC COM NEW Financial Services 2,249.0 $315K 0.05% +64.0 +2.9% $139.96 -5.9%
109 BND VANGUARD TOTAL BOND MARKET ETF 4,059.0 $298K 0.05% +3K +238.0% $73.42 -1.6%
110 PPL PPL CORP COM Utilities 8,197.0 $298K 0.05% +2K +30.9% $36.35 -5.4%
111 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 717.0 $285K 0.04% +27.0 +3.9% $397.68 -4.7%
112 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 972.0 $285K 0.04% +56.0 +6.1% $293.18 +4.1%
113 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,900.0 $279K 0.04% +57.0 +3.1% $146.64 -1.3%
114 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 2,999.0 $276K 0.04% +104.0 +3.6% $92.09 -3.2%
115 HPQ HP INC COM Technology 11,010.0 $242K 0.04% +9K +473.7% $21.94 +35.4%
116 FAST FASTENAL CO COM Industrials 4,908.0 $236K 0.04% +29.0 +0.6% $48.03 +6.7%
117 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 2,172.0 $234K 0.04% +440.0 +25.4% $107.78 +2.8%
118 SONY SONY GROUP CORP SPONSORED ADR Technology 11,212.0 $225K 0.04% +3K +36.1% $20.06 +19.2%
119 EME EMCOR GROUP INC COM Industrials 265.0 $220K 0.04% +5.0 +1.9% $829.88 -6.4%
120 VGT VANGUARD INFORMATION TECHNOLOGY ETF 1,753.0 $209K 0.03% +2K +700.5% $119.50 -0.9%
Page 6 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%