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Portfolio (Quarterly) Guide ↗

Park Place Capital Corp

· CIK 0001965810
13F Portfolio $499M AUM 850 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 221 Added 228 Reduced 40 Exited
Page 8 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SYY SYSCO CORP COM Consumer Defensive 1,055.0 $75K 0.01% +751.0 +247.0% $71.33 +5.6%
142 ITW ILLINOIS TOOL WKS INC COM Industrials 284.0 $74K 0.01% +69.0 +32.1% $260.29 -3.8%
143 CAVA CAVA GROUP INC COM Consumer Cyclical 838.0 $68K 0.01% +107.0 +14.6% $80.90 -0.7%
144 MCO MOODYS CORP COM Financial Services 150.0 $65K 0.01% +124.0 +476.9% $436.25 +3.4%
145 TJX TJX COS INC NEW COM Consumer Cyclical 403.0 $64K 0.01% +12.0 +3.1% $159.70 -0.5%
146 INTC INTEL CORP COM Technology 1,420.0 $63K 0.01% +968.0 +214.2% $44.13 +179.9%
147 MLN VANECK LONG MUNI ETF 3,535.0 $62K 0.01% +71.0 +2.0% $17.44 +0.1%
148 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 349.0 $58K 0.01% +8.0 +2.4% $165.14 +10.3%
149 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 130.0 $56K 0.01% +96.0 +282.4% $433.97 -5.4%
150 ENTERGY CORP NEW COM 483.0 $54K 0.01% +10.0 +2.1% $112.27
151 TER TERADYNE INC COM Technology 177.0 $52K 0.01% +166.0 +1509.1% $296.46 +31.3%
152 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,360.0 $52K 0.01% +469.0 +52.6% $38.42 +11.9%
153 MELI MERCADOLIBRE INC COM Consumer Cyclical 30.0 $52K 0.01% +23.0 +328.6% $1729.03 -4.7%
154 KAI KADANT INC COM Industrials 171.0 $50K 0.01% +30.0 +21.3% $292.35 +12.7%
155 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 214.0 $49K 0.01% +202.0 +1683.3% $230.89 -3.4%
156 APP APPLOVIN CORP COM CL A Technology 123.0 $49K 0.01% +87.0 +241.7% $398.00 +29.2%
157 WFC WELLS FARGO & CO COM Financial Services 614.0 $49K 0.01% +10.0 +1.7% $79.61 -4.0%
158 SF STIFEL FINL CORP COM Financial Services 658.0 $49K 0.01% +219.0 +49.9% $73.92 -1.8%
159 VRT VERTIV HOLDINGS CO COM CL A Industrials 185.0 $46K 0.01% +4.0 +2.2% $250.58 +29.3%
160 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 451.0 $42K 0.01% +194.0 +75.5% $93.32 +3.6%
Page 8 of 12  ·  221 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 28.4%
Financial Services 19.8%
Industrials 10.0%
Healthcare 8.9%
Consumer Cyclical 7.0%
Consumer Defensive 6.6%
Communication Services 6.5%
Energy 6.5%
Utilities 3.1%
Real Estate 2.5%