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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 41 of 55  ·  1,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CALF PACER US SMALL CAP CASH COWS ETF 263.0 $13K 0.00% $50.61 +14.2%
802 FCX FREEPORT MCMORAN INC CL B Basic Materials 211.0 $13K 0.00% $62.89 +21.9%
803 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 50.0 $13K 0.00% $264.72 +8.3%
804 UPGD INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF 161.0 $13K 0.00% $81.93 +2.8%
805 CCC CCC INTELLIGENT SOLUTIONS HLD COM Technology 2,527.0 $13K 0.00% $5.16 +44.6%
806 COOPER COS INC COM 180.0 $13K 0.00% $71.71
807 TEL TE CONNECTIVITY PLC ORD SHS Technology 64.0 $13K 0.00% $201.61 +1.0%
808 PNTG PENNANT GROUP INC COM Healthcare 345.0 $13K 0.00% $36.95 +5.2%
809 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 280.0 $13K 0.00% $45.12 -19.1%
810 GGAL GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR Financial Services 251.0 $13K 0.00% $50.03 -17.2%
811 HP HELMERICH & PAYNE INC COM Energy 380.0 $12K 0.00% $32.74 +33.0%
812 HTHT H WORLD GROUP LTD SPONSORED ADS Consumer Cyclical 294.0 $12K 0.00% -24.0 -7.5% $41.72 +17.8%
813 POOL POOL CORP COM Industrials 57.0 $12K 0.00% $214.89 -12.5%
814 IWN ISHARES RUSSELL 2000 VALUE ETF 55.0 $12K 0.00% $222.05 +1.2%
815 Lvmh Moet Hennessy Louis Vuitton SE 110.0 $12K 0.00% NEW $110.60
816 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 132.0 $12K 0.00% $91.20 -16.6%
817 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 229.0 $12K 0.00% $51.60 +8.9%
818 VTR VENTAS INC COM Real Estate 132.0 $12K 0.00% -4.0 -2.9% $88.80 +4.8%
819 EXC EXELON CORP COM Utilities 251.0 $12K 0.00% $46.62 -6.1%
820 AXS AXIS CAP HLDGS LTD SHS Financial Services 107.0 $11K 0.00% $107.44 -8.1%
Page 41 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%