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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 19 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VRT VERTIV HOLDINGS CO COM CL A Industrials 185.0 $46K 0.01% +4.0 +2.2% $250.58 +27.4%
362 DVN DEVON ENERGY CORP NEW COM Energy 907.0 $46K 0.01% -188.0 -17.2% $50.32 -11.3%
363 KB KB FINL GROUP INC SPONSORED ADR Financial Services 453.0 $45K 0.01% $99.73 +2.8%
364 KNSL KINSALE CAP GROUP INC COM Financial Services 131.0 $45K 0.01% $341.66 -8.8%
365 CCI CROWN CASTLE INC COM Real Estate 548.0 $45K 0.01% -5.0 -0.9% $81.31 +11.9%
366 FQAL FIDELITY QUALITY FACTOR ETF 607.0 $44K 0.01% NEW $72.60 +11.4%
367 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 584.0 $43K 0.01% -2K -73.3% $74.45 +16.6%
368 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 294.0 $43K 0.01% -4.0 -1.3% $146.28 -8.5%
369 HXL HEXCEL CORP NEW COM Industrials 524.0 $42K 0.01% $80.93 +9.8%
370 PHM PULTE GROUP INC COM Consumer Cyclical 358.0 $42K 0.01% -36.0 -9.1% $117.61 +1.6%
371 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 451.0 $42K 0.01% +194.0 +75.5% $93.32 +5.9%
372 DSGX DESCARTES SYS GROUP INC COM Technology 581.0 $42K 0.01% -80.0 -12.1% $71.56 -1.9%
373 KRMN KARMAN HLDGS INC COMMON STOCK Industrials 517.0 $41K 0.01% NEW $80.05 -20.0%
374 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 500.0 $41K 0.01% -2K -80.5% $82.57 -0.4%
375 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 261.0 $41K 0.01% -4.0 -1.5% $157.28 -5.4%
376 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 608.0 $41K 0.01% NEW $67.07 +19.6%
377 ROL ROLLINS INC COM Consumer Cyclical 762.0 $41K 0.01% $53.41 -5.1%
378 ALB ALBEMARLE CORP COM Basic Materials 226.0 $41K 0.01% $179.53 -0.1%
379 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 244.0 $41K 0.01% $166.07 +6.9%
380 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 161.0 $40K 0.01% $250.64 +24.6%
Page 19 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%