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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 8 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SRE SEMPRA COM Utilities 1,201.0 $111K 0.02% +345.0 +40.3% $92.71 -10.6%
142 CTAS CINTAS CORP COM Industrials 645.0 $110K 0.02% +12.0 +1.9% $170.08 +19.8%
143 WM WASTE MGMT INC DEL COM Industrials 475.0 $106K 0.02% +81.0 +20.6% $222.88 +0.5%
144 TWLO TWILIO INC CL A Communication Services 510.0 $105K 0.02% +238.0 +87.5% $206.33 +9.2%
145 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 2,280.0 $104K 0.02% +275.0 +13.7% $45.80 -2.0%
146 LRCX LAM RESEARCH CORP COM NEW Technology 233.0 $101K 0.02% +146.0 +167.8% $433.33 -27.5%
147 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 328.0 $99K 0.02% +38.0 +13.1% $301.03 -21.5%
148 UBND VictoryShares Core Plus Bond ETF 4,286.0 $93K 0.01% +54.0 +1.3% $21.72 -1.6%
149 MKL MARKEL GROUP INC COM Financial Services 46.0 $90K 0.01% +26.0 +130.0% $1953.00 -8.1%
150 GILD GILEAD SCIENCES INC COM Healthcare 697.0 $88K 0.01% +48.0 +7.4% $126.34 +15.7%
151 AMD ADVANCED MICRO DEVICES INC COM Technology 141.0 $82K 0.01% +23.0 +19.5% $580.91 -18.5%
152 GKOS GLAUKOS CORP COM Healthcare 549.0 $77K 0.01% +95.0 +20.9% $139.76 +32.3%
153 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 161.0 $67K 0.01% +31.0 +23.9% $415.59 +15.6%
154 TJX TJX COS INC NEW COM Consumer Cyclical 433.0 $66K 0.01% +30.0 +7.4% $151.50 -7.3%
155 DVN DEVON ENERGY CORP NEW COM Energy 1,574.0 $65K 0.01% +667.0 +73.5% $41.32 +18.8%
156 MDB MONGODB INC CL A Technology 193.0 $65K 0.01% +65.0 +50.8% $335.90 +28.3%
157 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 611.0 $59K 0.01% +160.0 +35.5% $96.88 +2.0%
158 TRV TRAVELERS COMPANIES INC COM Financial Services 177.0 $58K 0.01% +17.0 +10.6% $330.12 +10.1%
159 MELI MERCADOLIBRE INC COM Consumer Cyclical 34.0 $58K 0.01% +4.0 +13.3% $1697.38 +13.3%
160 LOW LOWES COS INC COM Consumer Cyclical 257.0 $57K 0.01% +9.0 +3.6% $220.49 -2.0%
Page 8 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%