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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 47 of 55  ·  1,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 XDEC FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER 128.0 $5K 0.00% $42.84 +1.5%
922 BWXT BWX TECHNOLOGIES INC COM Industrials 28.0 $5K 0.00% $194.64 -19.5%
923 STIP ISHARES 0-5 YEAR TIPS BOND ETF 53.0 $5K 0.00% NEW $102.15 -1.2%
924 EXPD EXPEDITORS INTL WASH INC COM Industrials 33.0 $5K 0.00% $162.97 +15.2%
925 RPM RPM INTL INC COM Basic Materials 48.0 $5K 0.00% $111.15 -2.3%
926 CARNIVAL CORP LTD COMMON SHARES 186.0 $5K 0.00% NEW $28.57
927 SEIC SEI INVTS CO COM Financial Services 60.0 $5K 0.00% NEW $87.72 +24.9%
928 OSK OSHKOSH CORP COM Industrials 34.0 $5K 0.00% $153.47 +2.4%
929 FROG JFROG LTD ORD SHS Technology 56.0 $5K 0.00% $90.88 +1.4%
930 MOOG INC CL A 12.0 $5K 0.00% $423.83
931 SSL SASOL LTD SPONSORED ADR Basic Materials 517.0 $5K 0.00% NEW $9.82 +27.2%
932 BCS BARCLAYS PLC ADR Financial Services 188.0 $5K 0.00% $26.86 -0.1%
933 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 155.0 $5K 0.00% -225.0 -59.2% $31.61 +10.7%
934 HEICO CORP NEW CL A 19.0 $5K 0.00% $257.89
935 IEUR ISHARES CORE MSCI EUROPE ETF 65.0 $5K 0.00% -254.0 -79.6% $75.17 +4.3%
936 GNTX GENTEX CORP COM Consumer Cyclical 193.0 $5K 0.00% NEW $25.27 -6.4%
937 THO THOR INDS INC COM Consumer Cyclical 64.0 $5K 0.00% +20.0 +45.5% $75.16 +5.8%
938 NATWEST GROUP PLC SPONS ADR 265.0 $5K 0.00% $17.63
939 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 35.0 $5K 0.00% $131.57 +2.9%
940 MMM 3M CO COM Industrials 28.0 $5K 0.00% $161.89 +10.5%
Page 47 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%