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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 36 of 55  ·  1,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 TRN Trinity Industries Inc Industrials 532.0 $18K 0.00% $34.58 -13.9%
702 PRIM PRIMORIS SVCS CORP COM Industrials 184.0 $18K 0.00% $99.12 -22.1%
703 OXY OCCIDENTAL PETE CORP COM Energy 372.0 $18K 0.00% +179.0 +92.8% $48.57 +26.2%
704 ED CONSOLIDATED EDISON INC COM Utilities 163.0 $18K 0.00% $110.63 -3.9%
705 DEL NORTE CNTY CALIF UNI SCH DIST 3.28 08/01/35 20,000.0 $18K 0.00% NEW $0.90
706 GPN GLOBAL PMTS INC COM Industrials 247.0 $18K 0.00% $72.56 +28.8%
707 ALGN ALIGN TECHNOLOGY INC COM Healthcare 106.0 $18K 0.00% $168.66 -3.6%
708 EMN EASTMAN CHEM CO COM Basic Materials 266.0 $18K 0.00% $66.98 +10.6%
709 MKSI MKS INC. COM Technology 40.0 $18K 0.00% $444.80 -37.3%
710 Verizon Communications Inc. 1.75 01/20/31 20,000.0 $18K 0.00% NEW $0.89
711 HBM HUDBAY MINERALS INC COM Basic Materials 750.0 $18K 0.00% +89.0 +13.5% $23.61 +27.3%
712 LUV SOUTHWEST AIRLS CO COM Industrials 344.0 $18K 0.00% NEW $51.42 -21.5%
713 SPG SIMON PPTY GROUP INC NEW COM Real Estate 79.0 $18K 0.00% -35.0 -30.7% $223.65 -2.4%
714 AME AMETEK INC COM Industrials 73.0 $18K 0.00% +18.0 +32.7% $241.95 -1.0%
715 GEV GE VERNOVA INC COM Utilities 15.0 $18K 0.00% $1174.87 -18.6%
716 AT&T Inc 2.25 02/01/32 20,000.0 $18K 0.00% NEW $0.88
717 WHEATON ILL 2.229 12/01/32 20,000.0 $17K 0.00% NEW $0.87
718 Natl Rural Utils 1.650 06/15/31 '31 20,000.0 $17K 0.00% NEW $0.87
719 OPCH OPTION CARE HEALTH INC COM NEW Healthcare 825.0 $17K 0.00% $20.97 +13.0%
720 VLTO VERALTO CORP COM SHS Industrials 193.0 $17K 0.00% -1.0 -0.5% $88.68 +11.4%
Page 36 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%