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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 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DHI D R HORTON INC COM Consumer Cyclical 634.0 $103K 0.02% -12.0 -1.9% $162.88 -8.9%
82 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 983.0 $99K 0.02% -106.0 -9.7% $100.35 -3.6%
83 CW CURTISS WRIGHT CORP COM Industrials 129.0 $98K 0.02% -44.0 -25.4% $757.76 -16.2%
84 ADBE ADOBE INC COM Technology 466.0 $96K 0.01% -8.0 -1.7% $205.02 +34.3%
85 Q QNITY ELECTRONICS INC COMMON STOCK Technology 577.0 $94K 0.01% -14.0 -2.4% $163.31 -21.1%
86 VEEV VEEVA SYS INC CL A COM Healthcare 506.0 $90K 0.01% -3.0 -0.6% $177.47 +39.7%
87 JMST JPMorgan Ultra-Short Municipal Income ETF 1,746.0 $89K 0.01% -22.0 -1.2% $51.01 -0.2%
88 IYW ISHARES U.S. TECHNOLOGY ETF 340.0 $86K 0.01% -8.0 -2.3% $252.23 -2.0%
89 LOPE GRAND CANYON ED INC COM Consumer Defensive 582.0 $83K 0.01% -39.0 -6.3% $143.11 +3.0%
90 SPGI S&P GLOBAL INC COM Financial Services 200.0 $81K 0.01% -154.0 -43.5% $407.26 +5.9%
91 TOST TOAST INC CL A Technology 2,877.0 $80K 0.01% -55.0 -1.9% $27.82 +31.7%
92 ALC ALCON AG ORD SHS Healthcare 1,190.0 $80K 0.01% -147.0 -11.0% $67.10 +9.7%
93 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 1,202.0 $79K 0.01% -94.0 -7.2% $65.61 -3.3%
94 TER TERADYNE INC COM Technology 160.0 $77K 0.01% -17.0 -9.6% $483.84 -22.3%
95 NET CLOUDFLARE INC CL A COM Technology 306.0 $75K 0.01% -27.0 -8.1% $245.28 +19.5%
96 AEIS ADVANCED ENERGY INDS COM Industrials 189.0 $70K 0.01% -70.0 -27.0% $372.87 -23.3%
97 CB CHUBB LIMITED COM Financial Services 200.0 $68K 0.01% -13.0 -6.1% $340.74 +0.1%
98 COP CONOCOPHILLIPS COM Energy 589.0 $61K 0.01% -3.0 -0.5% $103.96 +29.7%
99 CAVA CAVA GROUP INC COM Consumer Cyclical 776.0 $61K 0.01% -62.0 -7.4% $78.48 -6.2%
100 MBB ISHARES MBS ETF 607.0 $57K 0.01% -74.0 -10.9% $94.52 -1.5%
Page 5 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%