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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 9 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EMR EMERSON ELEC CO COM Industrials 101.0 $13K 0.00% -829.0 -89.1% $131.02 +7.6%
162 GEV GE VERNOVA INC COM Utilities 15.0 $13K 0.00% -15.0 -50.0% $872.93 +20.0%
163 IWR ISHARES RUSSELL MIDCAP ETF 131.0 $13K 0.00% -3K -95.4% $97.23 +10.2%
164 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 741.0 $13K 0.00% -53.0 -6.7% $16.97 +13.9%
165 FCX FREEPORT MCMORAN INC CL B Basic Materials 211.0 $12K 0.00% -15.0 -6.6% $58.78 +9.5%
166 EXC EXELON CORP COM Utilities 251.0 $12K 0.00% -6.0 -2.3% $49.02 -6.1%
167 VST VISTRA CORP COM Utilities 80.0 $12K 0.00% -3.0 -3.6% $150.32 +9.5%
168 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 29.0 $11K 0.00% -6.0 -17.1% $391.76 +124.9%
169 VTR VENTAS INC COM Real Estate 136.0 $11K 0.00% -10.0 -6.8% $81.78 +8.1%
170 AXS AXIS CAP HLDGS LTD SHS Financial Services 107.0 $11K 0.00% -4.0 -3.6% $101.41 -2.6%
171 J JACOBS SOLUTIONS INC COM Industrials 84.0 $11K 0.00% -3.0 -3.5% $127.29 -9.4%
172 IWN ISHARES RUSSELL 2000 VALUE ETF 55.0 $10K 0.00% -38.0 -40.9% $189.64 +13.3%
173 KEX KIRBY CORP COM Industrials 78.0 $10K 0.00% -28.0 -26.4% $132.88 +8.3%
174 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 125.0 $10K 0.00% -5.0 -3.9% $80.95 -1.5%
175 RING ISHARES MSCI GLOBAL GOLD MINERS ETF 126.0 $10K 0.00% -10.0 -7.3% $78.98 -4.8%
176 ASR GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B Industrials 29.0 $10K 0.00% -3.0 -9.4% $336.14 -7.8%
177 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 71.0 $10K 0.00% -3.0 -4.0% $135.23 +0.1%
178 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 339.0 $9K 0.00% -67.0 -16.5% $27.46 -1.7%
179 KR KROGER CO COM Consumer Defensive 127.0 $9K 0.00% -10.0 -7.3% $72.36 -10.8%
180 PSO PEARSON PLC SPONSORED ADR Communication Services 698.0 $9K 0.00% -53.0 -7.1% $13.13 +14.2%
Page 9 of 12  ·  228 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%