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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 20 of 55  ·  1,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DVN DEVON ENERGY CORP NEW COM Energy 1,574.0 $65K 0.01% +667.0 +73.5% $41.32 +16.7%
382 MDB MONGODB INC CL A Technology 193.0 $65K 0.01% +65.0 +50.8% $335.90 +19.9%
383 IT GARTNER INC COM Technology 500.0 $65K 0.01% $129.62 +56.4%
384 Assured Guaranty US Holdings Inc. 3.15 06/15/31 70,000.0 $65K 0.01% NEW $0.93
385 APG API GROUP CORP COM STK Industrials 1,528.0 $65K 0.01% $42.35 -3.8%
386 Fidelity 500 Index 242.0 $63K 0.01% NEW $261.00
387 VRT VERTIV HOLDINGS CO COM CL A Industrials 185.0 $62K 0.01% $334.82 -23.8%
388 COP CONOCOPHILLIPS COM Energy 589.0 $61K 0.01% -3.0 -0.5% $103.96 +28.3%
389 CAVA CAVA GROUP INC COM Consumer Cyclical 776.0 $61K 0.01% -62.0 -7.4% $78.48 -8.3%
390 CULLMAN ALA UTILS BRD WTR REV 3.0 09/01/29 60,000.0 $61K 0.01% NEW $1.01
391 OKLAHOMA ST WTR RES BRD ST LN PROGRAM REV 3.0 10/01/30 60,000.0 $60K 0.01% NEW $1.01
392 MIAMI-DADE CNTY FLA HEALTH FACS AUTH HOSP REV 1.786 08/01/26 60,000.0 $60K 0.01% NEW $1.01
393 JCI JOHNSON CTLS INTL PLC SHS Industrials 410.0 $60K 0.01% $146.11 -2.1%
394 RTO RENTOKIL INITIAL PLC SPONSORED ADR Industrials 2,085.0 $60K 0.01% $28.61 -16.8%
395 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 611.0 $59K 0.01% +160.0 +35.5% $96.88 +5.8%
396 Wyeth LLC 5.95 04/01/37 55,000.0 $59K 0.01% NEW $1.07
397 TRV TRAVELERS COMPANIES INC COM Financial Services 177.0 $58K 0.01% +17.0 +10.6% $330.12 +12.2%
398 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 161.0 $58K 0.01% $359.00 -1.6%
399 MELI MERCADOLIBRE INC COM Consumer Cyclical 34.0 $58K 0.01% +4.0 +13.3% $1697.38 +14.8%
400 MBB ISHARES MBS ETF 607.0 $57K 0.01% -74.0 -10.9% $94.52 -1.3%
Page 20 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%