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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 4 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 2,463.0 $203K 0.03% -60.0 -2.4% $82.28 +5.3%
62 INTC INTEL CORP COM Technology 1,407.0 $196K 0.03% -13.0 -0.9% $139.63 -35.5%
63 XEL XCEL ENERGY INC COM Utilities 2,367.0 $190K 0.03% -2K -42.2% $80.30 -5.0%
64 CMI CUMMINS INC COM Industrials 261.0 $186K 0.03% -37.0 -12.4% $713.21 -17.6%
65 DDOG DATADOG INC CL A COM Technology 712.0 $185K 0.03% -83.0 -10.4% $260.36 -9.5%
66 IBM INTERNATIONAL BUSINESS MACHS COM Technology 651.0 $183K 0.03% -37.0 -5.4% $281.04 -16.1%
67 SNPS SYNOPSYS INC COM Technology 404.0 $180K 0.03% -3.0 -0.7% $446.07 -10.8%
68 AXP AMERICAN EXPRESS CO COM Financial Services 527.0 $178K 0.03% -13.0 -2.4% $338.25 -0.7%
69 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 3,078.0 $165K 0.03% -21.0 -0.7% $53.61 +7.2%
70 SNA SNAP ON INC COM Industrials 409.0 $165K 0.03% -67.0 -14.1% $402.40 -2.2%
71 AJG GALLAGHER ARTHUR J & CO COM Financial Services 709.0 $163K 0.03% -301.0 -29.8% $229.57 +14.9%
72 MU MICRON TECHNOLOGY INC COM Technology 138.0 $159K 0.03% -93.0 -40.3% $1154.29 -16.2%
73 ENTG ENTEGRIS INC COM Technology 842.0 $151K 0.02% -101.0 -10.7% $179.86 -20.1%
74 SYK STRYKER CORPORATION COM Healthcare 459.0 $145K 0.02% -45.0 -8.9% $314.84 +4.6%
75 ABNB AIRBNB INC COM CL A Consumer Cyclical 995.0 $142K 0.02% -50.0 -4.8% $143.10 +30.9%
76 DHR DANAHER CORP DEL COM Healthcare 725.0 $138K 0.02% -66.0 -8.3% $190.48 +14.9%
77 BDYN ISHARES DYNAMIC EQUITY ACTIVE ETF 4,974.0 $138K 0.02% -284.0 -5.4% $27.74 +1.8%
78 HEI HEICO CORP NEW COM Industrials 377.0 $134K 0.02% -2.0 -0.5% $356.19 -0.3%
79 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 878.0 $120K 0.02% -9K -91.5% $137.04 +32.9%
80 RSG REPUBLIC SVCS INC COM Industrials 537.0 $114K 0.02% -35.0 -6.1% $213.08 +3.6%
Page 4 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%