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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 46 of 55  ·  1,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 RDDT REDDIT INC CL A Communication Services 37.0 $6K 0.00% $173.57 -11.7%
902 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 3.0 $6K 0.00% $2080.67 +4.9%
903 RDOG ALPS REIT DIVIDEND DOGS ETF 150.0 $6K 0.00% NEW $41.53 -0.3%
904 DG DOLLAR GEN CORP COM Consumer Defensive 54.0 $6K 0.00% $115.11 +7.2%
905 HON Honeywell International Inc Industrials 28.0 $6K 0.00% -5K -99.5% $219.93 -1.8%
906 BCE BCE INC COM NEW Communication Services 280.0 $6K 0.00% $21.51 +10.2%
907 WAT WATERS CORP COM Healthcare 16.0 $6K 0.00% -16.0 -50.0% $375.06 +9.5%
908 FORM FORMFACTOR INC COM Technology 37.0 $6K 0.00% $159.92 -28.6%
909 GDYN GRID DYNAMICS HLDGS INC CL A Technology 1,032.0 $6K 0.00% $5.68 +40.8%
910 SYF SYNCHRONY FINANCIAL COM Financial Services 77.0 $6K 0.00% $76.05 +4.5%
911 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 442.0 $6K 0.00% $13.22 +20.7%
912 ADSK AUTODESK INC COM Technology 30.0 $6K 0.00% +12.0 +66.7% $194.43 +30.5%
913 FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 299.0 $6K 0.00% $19.29 -1.3%
914 AEE AMEREN CORP COM Utilities 51.0 $6K 0.00% $113.04 -6.1%
915 MRVL MARVELL TECHNOLOGY INC COM Technology 19.0 $6K 0.00% $297.89 -20.4%
916 AOS SMITH A O CORP COM Industrials 90.0 $6K 0.00% NEW $62.72 +0.6%
917 NU NU HLDGS LTD ORD SHS CL A Financial Services 420.0 $6K 0.00% $13.36 +9.1%
918 RACE FERRARI N V COM Consumer Cyclical 15.0 $6K 0.00% $372.27 +17.3%
919 ARGX ARGENX SE SPONSORED ADR Healthcare 6.0 $6K 0.00% -3.0 -33.3% $927.83 +12.1%
920 GIS GENERAL MILLS INC COM Consumer Defensive 158.0 $5K 0.00% -76.0 -32.5% $34.80 +14.9%
Page 46 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%