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Park Place Capital Corp

2728 19TH PLACE SOUTH SUITE 160, HOMEWOOD, AL 35209 • 800-459-9084

Q2 2025 · Filed 2025-07-17
Market Value
$421M
+17.4%
Holdings
869
-3
New Purchases
57
Added To
136
Closed
69
Reduced
249
Top 10 Concentration
42.3%
Turnover
14.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 4.98% 1.52% +3.46% $21M
IJH 1.53% 0.49% +1.04% $6M
AGG 1.03% 0.03% +1.01% $4M
IXUS 0.88% 0.00% +0.88% $4M
NVDA 2.78% 2.07% +0.71% $12M
ISTB 0.46% 0.00% +0.46% $2M
HELO 1.13% 0.73% +0.40% $5M
NOW 0.61% 0.24% +0.37% $3M
VTEB 0.34% 0.00% +0.34% $1M
QCOM 0.27% 0.02% +0.25% $1M
PFE 0.34% 0.09% +0.24% $1M
FITB 0.26% 0.02% +0.24% $1M
IAGG 0.23% 0.00% +0.23% $978K
UPS 0.28% 0.05% +0.23% $1M
ACN 0.38% 0.15% +0.23% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 0.06% 0.85% -0.80% $242K
UNH 0.24% 0.85% -0.61% $1M
JUCY 0.95% 1.54% -0.59% $4M
MBB 0.19% 0.68% -0.49% $807K
IVE 0.60% 1.07% -0.47% $3M
IVW 0.72% 1.16% -0.44% $3M
BKAG 0.00% 0.43% -0.43% $5K
MUB 0.09% 0.45% -0.36% $387K
USMV 0.01% 0.33% -0.33% $24K
ABBV 0.27% 0.54% -0.27% $1M
IWS 0.14% 0.40% -0.27% $572K
LLY 0.15% 0.41% -0.26% $646K
WMT 0.56% 0.80% -0.24% $2M
IWN 0.07% 0.31% -0.24% $313K
IWO 0.07% 0.31% -0.24% $297K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 72.1%
Technology 9.8%
Industrials 3.4%
Healthcare 3.1%
Energy 2.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $120M 28.4%
Large Cap 545 $162M 38.5%
Mid Cap 187 $60M 14.2%
Small Cap 57 $63M 14.9%
Micro Cap 8 $17M 3.9%

Portfolio Analytics

Avg Market Cap
$103.3B
Median Market Cap
$25.7B
Avg P/E
34.1
Median P/E
23.8
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
708
# ETFs / Funds
161

Top Holdings (869 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACIO 8.37% 852,039 $35M $41.38 $6M +89,943 +11.8%
2 IDUB 5.19% 978,518 $22M $22.34 $3M +80,199 +8.9%
3 IVV 4.98% 33,783 $21M $620.67 $16M +24,084 +248.3%
4 VEA 4.46% 329,595 $19M $56.97 $3M +15,813 +5.0%
5 OSCV 4.04% 467,230 $17M $36.46 $2M +31,734 +7.3%
6 DRSK 3.85% 567,477 $16M $28.55 $2M +38,905 +7.4%
7 RSP 3.18% 72,839 $13M $183.87 $2M +5,765 +8.6%
8 ADME 2.95% 258,829 $12M $48.07 $1M +10,404 +4.2%
9 NVDA 2.78% 76,417 $12M $153.30 $4M +7,996 +11.7%
10 SPLG 2.49% 144,192 $10M $72.65 $693K -4,563 -3.1%
11 VWO 2.34% 198,599 $10M $49.66 $1M +9,680 +5.1%
12 MSFT 2.04% 17,422 $9M $492.04 $2M +104 +0.6%
13 AMZN 1.54% 29,330 $6M $220.46 $1M +1,382 +4.9%
14 IJH 1.53% 102,380 $6M $62.79 $5M +72,251 +239.8%
15 DUBS 1.49% 186,149 $6M $33.70 $308K -7,023 -3.6%
16 AAPL 1.26% 25,440 $5M $207.82 $197K +2,525 +11.0%
17 JPM 1.17% 16,981 $5M $290.41 $1M +2,053 +13.8%
18 HELO 1.13% 76,084 $5M $62.56 $2M +32,299 +73.8%
19 AGG 1.03% 44,045 $4M $98.79 $4M +43,060 +4371.6%
20 IEFA 1.00% 50,709 $4M $83.31 $636K +3,274 +6.9%
21 JUCY 0.95% 179,976 $4M $22.24 -$2M -62,330 -25.7%
22 V 0.94% 11,189 $4M $355.47 -$158K -611 -5.2%
23 RNST 0.91% 103,498 $4M $37.18 $426K +2,641 +2.6%
24 IXUS 0.88% 47,720 $4M $77.38 +47,720 NEW
25 IJR 0.74% 28,053 $3M $110.96 $1M +8,044 +40.2%
26 IWF 0.73% 7,324 $3M $420.11 -$41K -1,312 -15.2%
27 IVW 0.72% 27,829 $3M $108.97 -$1M -17,182 -38.2%
28 GOOGL 0.67% 15,979 $3M $175.84 $617K +1,797 +12.7%
29 NOW 0.61% 2,537 $3M $1,011.89 $2M +1,460 +135.6%
30 IVE 0.60% 12,914 $3M $197.30 -$1M -7,246 -35.9%
31 WMT 0.56% 24,000 $2M $98.24 -$519K -8,771 -26.8%
32 META 0.56% 3,264 $2M $719.22 $650K +318 +10.8%
33 PWR 0.56% 6,286 $2M $372.29 $648K -370 -5.6%
34 SPY 0.55% 3,730 $2M $617.65 $1M +1,646 +79.0%
35 AMT 0.52% 9,694 $2M $224.47 -$107K -800 -7.6%
36 PGR 0.51% 8,155 $2M $264.30 -$275K -432 -5.0%
37 XOM 0.50% 19,409 $2M $109.24 $465K +5,493 +39.5%
38 BR 0.50% 8,538 $2M $244.72 -$51K -291 -3.3%
39 ROP 0.48% 3,546 $2M $572.73 -$100K -69 -1.9%
40 ISTB 0.46% 39,970 $2M $48.43 +39,970 NEW
41 MKC 0.44% 24,184 $2M $77.17 -$124K
42 SCHG 0.44% 63,981 $2M $28.92 -$53K -12,017 -15.8%
43 CPRT 0.44% 37,231 $2M $49.64 -$345K -1,525 -3.9%
44 IEMG 0.43% 30,430 $2M $60.09 $305K +2,199 +7.8%
45 VUG 0.42% 4,061 $2M $433.97 $256K
46 CHE 0.40% 3,500 $2M $483.93 -$504K -72 -2.0%
47 AVGO 0.39% 6,277 $2M $264.74 $572K -232 -3.6%
48 CRM 0.39% 6,104 $2M $271.91 -$67K -331 -5.1%
49 PANW 0.38% 8,144 $2M $197.58 $813K +3,481 +74.7%
50 FANG 0.38% 11,443 $2M $140.21 -$209K +98 +0.9%
51 ACN 0.38% 5,263 $2M $302.62 $1M +3,515 +201.1%
52 IGIB 0.36% 28,646 $2M $53.07 -$149K -3,131 -9.8%
53 FI 0.36% 8,665 $1M $172.68 $334K +3,402 +64.6%
54 NEE 0.35% 20,163 $1M $73.06 $399K +5,009 +33.0%
55 IWD 0.35% 7,440 $1M $196.04 -$158K -1,149 -13.4%
56 VTEB 0.34% 29,393 $1M $48.93 +29,393 NEW
57 PFE 0.34% 56,683 $1M $25.04 $1M +43,479 +329.3%
58 TMO 0.31% 3,135 $1M $421.47 $296K +1,074 +52.1%
59 IJK 0.31% 14,347 $1M $91.59 -$330K -5,397 -27.3%
60 GD 0.31% 4,421 $1M $294.38 $557K +1,691 +61.9%
61 BAC 0.30% 26,617 $1M $48.15 $775K +14,478 +119.3%
62 SFBS 0.30% 15,900 $1M $80.13 -$39K
63 IJT 0.30% 9,411 $1M $133.87 $40K -384 -3.9%
64 IJJ 0.29% 9,767 $1M $125.76 -$450K -4,250 -30.3%
65 IJS 0.29% 11,947 $1M $101.89 $7K -472 -3.8%
66 VOO 0.28% 2,069 $1M $567.86 $122K +20 +1.0%
67 UPS 0.28% 11,203 $1M $104.47 $988K +9,541 +574.1%
68 ABBV 0.27% 5,993 $1M $189.99 -$810K -3,307 -35.6%
69 QCOM 0.27% 7,095 $1M $159.40 $1M +6,697 +1682.7%
70 FITB 0.26% 26,112 $1M $42.44 $1M +24,012 +1143.4%
71 HD 0.26% 2,949 $1M $373.16 $35K +42 +1.4%
72 MRK 0.26% 13,315 $1M $81.81 $826K +10,386 +354.6%
73 KO 0.26% 15,025 $1M $71.67 $126K +1,746 +13.2%
74 GOOG 0.25% 5,912 $1M $176.91 $118K -26 -0.4%
75 NOBL 0.25% 10,087 $1M $102.45 -$955 -36 -0.4%
76 UNH 0.24% 3,152 $1M $326.14 -$2M -2,672 -45.9%
77 DVY 0.24% 7,441 $1M $135.36 $8K
78 TMUS 0.24% 4,161 $1M $241.51 -$113K -31 -0.7%
79 IAGG 0.23% 19,116 $978K $51.15 +19,116 NEW
80 SLB 0.23% 27,325 $962K $35.20 $947K +26,975 +7707.1%
81 EPD 0.22% 29,633 $919K $31.03 $908K +29,299 +8772.2%
82 TGT 0.22% 8,852 $919K $103.85 $589K +5,688 +179.8%
83 JPST 0.22% 18,003 $909K $50.47 +18,003 NEW
84 TIP 0.21% 8,024 $879K $109.60 -$512K -4,500 -35.9%
85 PM 0.21% 4,911 $872K $177.52 -$205K -1,872 -27.6%
86 NEM 0.20% 14,617 $860K $58.83 $855K +14,512 +13821.0%
87 CVX 0.20% 5,904 $859K $145.57 -$164K -212 -3.5%
88 L 0.20% 9,267 $856K $92.32 $853K +9,235 +28859.4%
89 APO 0.20% 5,977 $847K $141.63 $23K -34 -0.6%
90 EOG 0.20% 6,929 $840K $121.19 $817K +6,748 +3728.2%
91 ICSH 0.19% 15,983 $807K $50.51 +15,983 NEW
92 MBB 0.19% 8,633 $807K $93.47 -$2M -17,319 -66.7%
93 GVI 0.19% 7,500 $798K $106.38 -$262K -2,500 -25.0%
94 DELL 0.19% 6,453 $786K $121.73 $184K -148 -2.2%
95 LIN 0.19% 1,646 $785K $476.75 $99K +173 +11.7%
96 ISRG 0.19% 1,454 $782K $537.99 $50K -25 -1.7%
97 NZF 0.18% 64,484 $773K $11.98 -$264K -20,235 -23.9%
98 JNJ 0.16% 4,291 $669K $155.92 -$123K -484 -10.1%
99 COST 0.16% 672 $663K $985.96 -$326K -373 -35.7%
100 NFLX 0.16% 511 $661K $1,293.60 $206K +23 +4.7%

New Positions

SymbolValue% Port
IXUS $4M 0.88%
ISTB $2M 0.46%
VTEB $1M 0.34%
IAGG $978K 0.23%
JPST $909K 0.22%
ICSH $807K 0.19%
SMLF $607K 0.14%
SPMD $551K 0.13%
JHSC $364K 0.09%
VOT $226K 0.05%
PRF $121K 0.03%
BND $103K 0.02%
SPSM $89K 0.02%
QGRO $73K 0.02%
EHC $72K 0.02%

Sold Out Positions

SymbolValue% Port
ARES —%
HMC —%
FINV —%
WY —%
BEN —%
USPH —%
WH —%
NTR —%
VET —%
GIB —%
QSR —%
MGM —%
CNP —%
BCO —%
MTB —%
View SEC EDGAR Filings for Park Place Capital Corp →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms