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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 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 1,433.0 $81K 0.02% NEW $56.49 -6.4%
22 FEDERATED HERMES INC CL B 1,420.0 $81K 0.02% NEW $56.71
23 UCB UNITED CMNTY BKS BLAIRSVLE GA COM Financial Services 2,310.0 $73K 0.01% NEW $31.49 +6.7%
24 LAMR LAMAR ADVERTISING CO CL A Real Estate 557.0 $71K 0.01% NEW $126.66 +21.7%
25 Q QNITY ELECTRONICS INC COMMON STOCK Technology 591.0 $68K 0.01% NEW $115.38 +42.6%
26 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 186.0 $67K 0.01% NEW $358.79 -13.5%
27 LW LAMB WESTON HLDGS INC COM Consumer Defensive 1,569.0 $66K 0.01% NEW $42.26 -0.3%
28 CUBE CUBESMART COM Real Estate 1,542.0 $57K 0.01% NEW $36.65 +9.0%
29 VOYA VOYA FINANCIAL INC COM Financial Services 771.0 $53K 0.01% NEW $68.32 +20.6%
30 TKO TKO GROUP HOLDINGS INC CL A Communication Services 254.0 $51K 0.01% NEW $201.65 -6.7%
31 DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 996.0 $47K 0.01% NEW $47.37 +6.2%
32 FQAL FIDELITY QUALITY FACTOR ETF 607.0 $44K 0.01% NEW $72.60 +11.4%
33 KRMN KARMAN HLDGS INC COMMON STOCK Industrials 517.0 $41K 0.01% NEW $80.05 -24.2%
34 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 608.0 $41K 0.01% NEW $67.07 +23.6%
35 LPLA LPL FINL HLDGS INC COM Financial Services 133.0 $40K 0.01% NEW $300.83 -6.1%
36 MGC VANGUARD MEGA CAP ETF 162.0 $38K 0.01% NEW $236.35 +16.7%
37 MKL MARKEL GROUP INC COM Financial Services 20.0 $38K 0.01% NEW $1914.05 -2.9%
38 HPQ HP INC COM Technology 1,919.0 $37K 0.01% NEW $19.21 +27.2%
39 SOMNIGROUP INTERNATIONAL INC COM 482.0 $36K 0.01% NEW $73.92
40 ACWX ISHARES MSCI ACWI EX U.S. ETF 519.0 $36K 0.01% NEW $68.47 +11.8%
Page 2 of 6  ·  106 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%