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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 2 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO COM Healthcare 806.0 $967K 0.15% -40.0 -4.7% $1199.83 +4.6%
22 DVY ISHARES SELECT DIVIDEND ETF 5,787.0 $905K 0.14% -635.0 -9.9% $156.30 +5.0%
23 IVE ISHARES S&P 500 VALUE ETF 3,777.0 $858K 0.14% -1K -20.9% $227.06 +4.5%
24 MRK MERCK & CO INC COM Healthcare 6,461.0 $831K 0.13% -474.0 -6.8% $128.58 +18.6%
25 TOTALENERGIES SE ACT 10,487.0 $815K 0.13% -1K -10.8% $77.76
26 TXN TEXAS INSTRS INC COM Technology 2,582.0 $770K 0.12% -14.0 -0.5% $298.07 -11.3%
27 PAYX PAYCHEX INC COM Industrials 7,768.0 $764K 0.12% -503.0 -6.1% $98.33 +26.6%
28 ICSH iShares Ultra Short Duration Bd Actv ETF 13,769.0 $696K 0.11% -809.0 -5.5% $50.58 -0.1%
29 PANW PALO ALTO NETWORKS INC COM Technology 1,963.0 $669K 0.11% -6K -74.3% $341.02 +4.9%
30 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 5,048.0 $628K 0.10% -78.0 -1.5% $124.44 +48.9%
31 HD HOME DEPOT INC COM Consumer Cyclical 1,708.0 $602K 0.10% -404.0 -19.1% $352.69 -4.8%
32 PNC PNC FINL SVCS GROUP INC COM Financial Services 2,310.0 $569K 0.09% -560.0 -19.5% $246.24 -1.3%
33 NEE NEXTERA ENERGY INC COM Utilities 6,474.0 $568K 0.09% -9K -58.9% $87.77 -4.7%
34 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 8,893.0 $549K 0.09% -1K -10.4% $61.76 -9.0%
35 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 4,662.0 $548K 0.09% -2K -24.3% $117.50 -1.7%
36 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 2,789.0 $498K 0.08% -500.0 -15.2% $178.60 -2.6%
37 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 3,333.0 $492K 0.08% -500.0 -13.0% $147.73 +0.9%
38 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 520.0 $486K 0.08% -138.0 -21.0% $935.47 +1.3%
39 SOXX ISHARES SEMICONDUCTOR ETF 752.0 $482K 0.08% -30.0 -3.8% $640.76 -18.8%
40 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 3,338.0 $456K 0.07% -250.0 -7.0% $136.68 +1.3%
Page 2 of 10  ·  183 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%