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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 23 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CRH PLC ORD 268.0 $28K 0.01% -53.0 -16.5% $105.12
442 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 211.0 $28K 0.01% -19.0 -8.3% $132.90 +37.8%
443 QIAGEN NV ORD SHARES 690.0 $28K 0.01% NEW $40.04
444 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 453.0 $28K 0.01% $60.81 +0.2%
445 DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 818.0 $28K 0.01% $33.67 +8.8%
446 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 193.0 $27K 0.01% NEW $142.43 +15.0%
447 EATON VANCE TAX-MANAGED BUY- COM 2,003.0 $27K 0.01% $13.67
448 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 78.0 $27K 0.01% +10.0 +14.7% $345.15 -10.1%
449 SCHW SCHWAB CHARLES CORP COM Financial Services 285.0 $27K 0.01% +67.0 +30.7% $93.98 -8.5%
450 A AGILENT TECHNOLOGIES INC COM Healthcare 233.0 $27K 0.01% +28.0 +13.7% $113.98 +1.5%
451 PRIM PRIMORIS SVCS CORP COM Industrials 184.0 $26K 0.01% $143.04 -7.0%
452 NXPI NXP SEMICONDUCTORS N V COM Technology 133.0 $26K 0.01% -5.0 -3.6% $196.86 +67.1%
453 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 276.0 $26K 0.01% +8.0 +3.0% $93.87 +130.3%
454 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 44.0 $26K 0.01% +1.0 +2.3% $588.68 -2.7%
455 GDDY GODADDY INC CL A Technology 311.0 $26K 0.01% +17.0 +5.8% $82.67 +6.1%
456 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 252.0 $25K 0.01% $100.09 +13.7%
457 FIRST TRUST LONG/SHORT EQUITY ETF 357.0 $25K 0.01% $70.36
458 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 152.0 $25K 0.01% -37.0 -19.6% $161.73 +7.7%
459 TECH BIO-TECHNE CORP COM Healthcare 468.0 $24K 0.01% $52.26 -8.8%
460 SAIA SAIA INC COM Industrials 69.0 $24K 0.01% +8.0 +13.1% $351.28 +35.4%
Page 23 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%