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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 15 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DHI D R HORTON INC COM Consumer Cyclical 646.0 $89K 0.02% +54.0 +9.1% $137.22 +6.1%
282 BND VANGUARD TOTAL BOND MARKET ETF 1,201.0 $88K 0.02% +7.0 +0.6% $73.65 -0.6%
283 BE BLOOM ENERGY CORP COM CL A Industrials 635.0 $86K 0.02% NEW $135.49 +123.2%
284 ENSG ENSIGN GROUP INC COM Healthcare 421.0 $85K 0.02% $201.50 -14.4%
285 UPS UNITED PARCEL SVCS INC CL B Industrials 858.0 $84K 0.02% -7K -89.7% $98.38 +3.7%
286 RB GLOBAL INC COM 877.0 $84K 0.02% $95.85
287 AEIS ADVANCED ENERGY INDS COM Industrials 259.0 $84K 0.02% +17.0 +7.0% $322.71 +5.2%
288 SRE SEMPRA COM Utilities 856.0 $83K 0.02% $97.17 -5.8%
289 MTN VAIL RESORTS INC COM Consumer Cyclical 634.0 $81K 0.02% NEW $128.32 -1.3%
290 GWRE GUIDEWIRE SOFTWARE INC COM Technology 543.0 $81K 0.02% +35.0 +6.9% $149.56 -8.2%
291 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 1,433.0 $81K 0.02% NEW $56.49 -6.4%
292 FEDERATED HERMES INC CL B 1,420.0 $81K 0.02% NEW $56.71
293 CMCSA COMCAST CORP NEW CL A Communication Services 2,799.0 $80K 0.02% +465.0 +19.9% $28.71 -12.4%
294 HLI HOULIHAN LOKEY INC CL A Financial Services 553.0 $79K 0.02% -3.0 -0.5% $143.62 +5.0%
295 NVT NVENT ELEC PLC SHS Industrials 671.0 $79K 0.02% -23.0 -3.3% $118.28 +43.1%
296 IT GARTNER INC COM Technology 500.0 $79K 0.02% $158.34 -0.3%
297 CBRE CBRE GROUP INC CL A Real Estate 583.0 $79K 0.02% $135.46 -4.2%
298 CAT CATERPILLAR INC COM Industrials 111.0 $79K 0.02% -9.0 -7.5% $708.46 +28.2%
299 TPR TAPESTRY INC COM Consumer Cyclical 556.0 $78K 0.02% -16.0 -2.8% $141.11 -0.3%
300 COP CONOCOPHILLIPS COM Energy 592.0 $78K 0.02% +74.0 +14.3% $132.00 -11.7%
Page 15 of 43  ·  850 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%