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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 22 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AKAM AKAMAI TECHNOLOGIES INC COM Technology 285.0 $33K 0.01% $114.85 +24.2%
422 WTFC WINTRUST FINL CORP COM Financial Services 232.0 $32K 0.01% $138.94 +8.9%
423 FICO FAIR ISAAC CORP COM Technology 30.0 $32K 0.01% +1.0 +3.5% $1067.53 +19.8%
424 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 1,298.0 $32K 0.01% NEW $24.31 +10.2%
425 MDB MONGODB INC CL A Technology 128.0 $31K 0.01% -9.0 -6.6% $244.77 +21.3%
426 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 107.0 $31K 0.01% +50.0 +87.7% $292.75 +33.0%
427 EWBC EAST WEST BANCORP INC COM Financial Services 293.0 $31K 0.01% $106.76 +15.6%
428 AFL AFLAC INC COM Financial Services 280.0 $31K 0.01% $109.71 +4.8%
429 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 239.0 $31K 0.01% -4K -94.8% $128.12 +9.7%
430 STE STERIS PLC SHS USD Healthcare 137.0 $30K 0.01% $221.13 -3.2%
431 ROP ROPER TECHNOLOGIES INC COM Industrials 85.0 $30K 0.01% +17.0 +25.0% $353.86 -9.8%
432 WELL WELLTOWER INC COM Real Estate 152.0 $30K 0.01% $197.71 +9.2%
433 ARW ARROW ELECTRS INC COM Technology 208.0 $30K 0.01% $143.41 +51.2%
434 GATX GATX CORP COM Industrials 174.0 $30K 0.01% $170.74 +0.4%
435 RMD RESMED INC COM Healthcare 130.0 $29K 0.01% $224.48 -7.3%
436 CDNS CADENCE DESIGN SYSTEM INC COM Technology 105.0 $29K 0.01% +32.0 +43.8% $277.87 +33.6%
437 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 146.0 $29K 0.01% $197.50 +13.2%
438 RBC RBC BEARINGS INC COM Industrials 53.0 $29K 0.01% NEW $543.11 +6.7%
439 NVS NOVARTIS AG SPONSORED ADR Healthcare 187.0 $29K 0.01% $152.75 -1.0%
440 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 301.0 $29K 0.01% $94.75 +21.4%
Page 22 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%