BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 16 of 55  ·  1,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SRE SEMPRA COM Utilities 1,201.0 $111K 0.02% +345.0 +40.3% $92.71 -8.8%
302 DLR DIGITAL RLTY TR INC COM Real Estate 615.0 $110K 0.02% $179.58 +5.0%
303 MEDP MEDPACE HLDGS INC COM Healthcare 208.0 $110K 0.02% $529.59 +17.1%
304 CTAS CINTAS CORP COM Industrials 645.0 $110K 0.02% +12.0 +1.9% $170.08 +21.9%
305 DES MOINES IOWA INDPT CMNTY SCH DIST SCH INFRASTRUCTURE SALES SVCS & USE TAX REV 5.0 06/01/27 105,000.0 $108K 0.02% NEW $1.02
306 VLO VALERO ENERGY CORP COM Energy 412.0 $107K 0.02% $260.63 +32.8%
307 ALABAMA ST PUB SCH & COLLEGE AUTH 4.0 11/01/36 105,000.0 $107K 0.02% NEW $1.02
308 VNQ VANGUARD REAL ESTATE ETF 1,111.0 $107K 0.02% $96.43 +2.8%
309 MISSISSIPPI ST 4.0 06/01/37 105,000.0 $107K 0.02% NEW $1.02
310 IUSV ISHARES CORE S&P US VALUE ETF 972.0 $107K 0.02% $110.15 +4.5%
311 WM WASTE MGMT INC DEL COM Industrials 475.0 $106K 0.02% +81.0 +20.6% $222.88 +1.6%
312 TWLO TWILIO INC CL A Communication Services 510.0 $105K 0.02% +238.0 +87.5% $206.33 +7.9%
313 OKLAHOMA ST WTR RES BRD ST LN PROGRAM REV 3.0 10/01/32 105,000.0 $105K 0.02% NEW $1.00
314 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 2,280.0 $104K 0.02% +275.0 +13.7% $45.80 -2.1%
315 DHI D R HORTON INC COM Consumer Cyclical 634.0 $103K 0.02% -12.0 -1.9% $162.88 -8.5%
316 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 1,376.0 $103K 0.02% NEW $74.81 +2.1%
317 RB GLOBAL INC COM 877.0 $102K 0.02% $116.45
318 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 464.0 $102K 0.02% $219.43 +2.0%
319 LRCX LAM RESEARCH CORP COM NEW Technology 233.0 $101K 0.02% +146.0 +167.8% $433.33 -28.4%
320 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 328.0 $99K 0.02% +38.0 +13.1% $301.03 -21.6%
Page 16 of 55  ·  1,092 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%