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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 7 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APOS APOLLO GLOBAL MGMT INC COM 283.0 $33K 0.01% -8K -96.5% $118.31
122 GOVT ISHARES U.S. TREASURY BOND ETF 1,455.0 $33K 0.01% -55.0 -3.6% $22.78 -1.4%
123 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 259.0 $32K 0.01% -2.0 -0.8% $123.11 +31.0%
124 TYL TYLER TECHNOLOGIES INC COM Technology 109.0 $32K 0.01% -77.0 -41.4% $292.46 +19.9%
125 KNSL KINSALE CAP GROUP INC COM Financial Services 79.0 $26K 0.00% -52.0 -39.7% $329.81 +16.3%
126 SCHW SCHWAB CHARLES CORP COM Financial Services 281.0 $26K 0.00% -4.0 -1.4% $92.27 +21.7%
127 FLEX FLEX LTD ORD Technology 156.0 $25K 0.00% -149.0 -48.9% $162.07 -31.9%
128 GDDY GODADDY INC CL A Technology 294.0 $25K 0.00% -17.0 -5.5% $84.88 +14.4%
129 QIAGEN NV ORD SHARES 634.0 $25K 0.00% -56.0 -8.1% $39.10
130 TT TRANE TECHNOLOGIES PLC SHS Industrials 50.0 $25K 0.00% -2.0 -3.9% $491.16 -7.7%
131 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 124.0 $23K 0.00% -28.0 -18.4% $185.23 -2.7%
132 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 94.0 $23K 0.00% -2.0 -2.1% $240.97 +5.5%
133 INTU INTUIT COM Technology 86.0 $22K 0.00% -286.0 -76.9% $261.00 +40.6%
134 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 228.0 $22K 0.00% -11.0 -4.6% $94.57 -1.9%
135 BIO BIO RAD LABS INC CL A Healthcare 68.0 $20K 0.00% -6.0 -8.1% $293.60 +29.4%
136 SPG SIMON PPTY GROUP INC NEW COM Real Estate 79.0 $18K 0.00% -35.0 -30.7% $223.65 -2.4%
137 VLTO VERALTO CORP COM SHS Industrials 193.0 $17K 0.00% -1.0 -0.5% $88.68 +11.4%
138 TECHNIPFMC PLC COM 258.0 $17K 0.00% -28.0 -9.8% $66.30
139 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 321.0 $17K 0.00% -86.0 -21.1% $52.34 -0.6%
140 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 82.0 $16K 0.00% -267.0 -76.5% $193.23 +5.8%
Page 7 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%