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Park Place Capital Corp

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

Q3 2025 · Filed 2025-10-22
Market Value
$454M
+7.7%
Holdings
822
-47
New Purchases
22
Added To
161
Closed
48
Reduced
268
Top 10 Concentration
44.7%
Turnover
8.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACIO 9.75% 8.37% +1.38% $44M
IVV 5.66% 4.98% +0.68% $26M
IUSB 0.56% 0.07% +0.49% $3M
NVDA 3.23% 2.78% +0.45% $15M
IEFA 1.33% 1.00% +0.32% $6M
NSC 0.24% 0.00% +0.24% $1M
GOOGL 0.85% 0.67% +0.18% $4M
LULU 0.17% 0.00% +0.17% $792K
HON 0.25% 0.09% +0.16% $1M
IEMG 0.59% 0.43% +0.15% $3M
AAPL 1.41% 1.26% +0.15% $6M
AGG 1.18% 1.03% +0.15% $5M
IXUS 1.00% 0.88% +0.12% $5M
ISTB 0.57% 0.46% +0.11% $3M
ADME 3.05% 2.95% +0.09% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FI 0.06% 0.36% -0.30% $272K
TMUS 0.00% 0.24% -0.23% $18K
TIP 0.00% 0.21% -0.21% $16K
IGIB 0.17% 0.36% -0.19% $770K
DELL 0.00% 0.19% -0.19% $2K
IVE 0.44% 0.60% -0.17% $2M
MSFT 1.88% 2.04% -0.15% $9M
V 0.81% 0.94% -0.13% $4M
AMZN 1.41% 1.54% -0.13% $6M
AMT 0.40% 0.52% -0.12% $2M
IJT 0.19% 0.30% -0.11% $847K
SBAC 0.02% 0.13% -0.11% $98K
HD 0.15% 0.26% -0.11% $688K
VEA 4.35% 4.46% -0.11% $20M
ACN 0.27% 0.38% -0.11% $1M

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 $132M 29.1%
Large Cap 528 $167M 36.9%
Mid Cap 165 $68M 15.1%
Small Cap 49 $68M 14.9%
Micro Cap 8 $18M 4.0%

Portfolio Analytics

Avg Market Cap
$108.6B
Median Market Cap
$28.2B
Avg P/E
34.8
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
668
# ETFs / Funds
154

Top Holdings (822 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACIO 9.75% 1,018,213 $44M $43.43 $9M +166,174 +19.5%
2 IVV 5.66% 38,377 $26M $669.29 $5M +4,594 +13.6%
3 IDUB 5.20% 1,002,076 $24M $23.55 $2M +23,558 +2.4%
4 VEA 4.35% 329,374 $20M $59.92 $959K -221 -0.1%
5 OSCV 4.02% 476,452 $18M $38.23 $1M +9,222 +2.0%
6 DRSK 3.84% 604,699 $17M $28.83 $1M +37,222 +6.6%
7 NVDA 3.23% 78,504 $15M $186.58 $3M +2,087 +2.7%
8 RSP 3.09% 73,989 $14M $189.70 $643K +1,150 +1.6%
9 ADME 3.05% 270,528 $14M $51.06 $1M +11,699 +4.5%
10 SPLG 2.52% 145,733 $11M $78.34 $941K +1,541 +1.1%
11 VWO 2.37% 198,266 $11M $54.18 $880K -333 -0.2%
12 MSFT 1.88% 16,499 $9M $517.94 -$27K -923 -5.3%
13 IJH 1.61% 111,973 $7M $65.26 $879K +9,593 +9.4%
14 DUBS 1.54% 191,254 $7M $36.55 $717K +5,105 +2.7%
15 AAPL 1.41% 25,090 $6M $254.63 $1M -350 -1.4%
16 AMZN 1.41% 29,046 $6M $219.57 -$88K -284 -1.0%
17 IEFA 1.33% 68,874 $6M $87.31 $2M +18,165 +35.8%
18 AGG 1.18% 53,424 $5M $100.25 $1M +9,379 +21.3%
19 JPM 1.15% 16,597 $5M $315.44 $304K -384 -2.3%
20 HELO 1.09% 76,148 $5M $65.00 $190K +64 +0.1%
21 IXUS 1.00% 54,712 $5M $82.58 $826K +6,992 +14.7%
22 RNST 0.92% 113,572 $4M $36.89 $342K +10,074 +9.7%
23 JUCY 0.92% 187,855 $4M $22.29 $184K +7,879 +4.4%
24 GOOGL 0.85% 15,885 $4M $243.10 $1M -94 -0.6%
25 V 0.81% 10,822 $4M $341.38 -$283K -367 -3.3%
26 IJR 0.74% 28,397 $3M $118.83 $262K +344 +1.2%
27 IWF 0.71% 6,888 $3M $468.42 $150K -436 -6.0%
28 IVW 0.65% 24,552 $3M $120.72 -$69K -3,277 -11.8%
29 IEMG 0.59% 40,444 $3M $65.92 $838K +10,014 +32.9%
30 PWR 0.57% 6,240 $3M $414.42 $246K -46 -0.7%
31 ISTB 0.57% 52,509 $3M $48.84 $629K +12,539 +31.4%
32 IUSB 0.56% 54,024 $3M $46.71 $2M +47,611 +742.4%
33 WMT 0.53% 23,287 $2M $103.06 $42K -713 -3.0%
34 META 0.52% 3,230 $2M $734.38 $25K -34 -1.0%
35 NOW 0.50% 2,488 $2M $920.28 -$278K -49 -1.9%
36 SPY 0.50% 3,400 $2M $666.18 -$39K -330 -8.8%
37 XOM 0.47% 18,865 $2M $112.75 $7K -544 -2.8%
38 AVGO 0.46% 6,275 $2M $329.91 $408K -2 -0.0%
39 SCHG 0.46% 64,754 $2M $31.91 $216K +773 +1.2%
40 PGR 0.45% 8,212 $2M $246.95 -$127K +57 +0.7%
41 BR 0.44% 8,426 $2M $238.17 -$83K -112 -1.3%
42 IVE 0.44% 9,651 $2M $206.51 -$555K -3,263 -25.3%
43 VUG 0.43% 4,062 $2M $479.56 $186K +1 +0.0%
44 AMT 0.40% 9,463 $2M $192.31 -$356K -231 -2.4%
45 ROP 0.39% 3,579 $2M $498.72 -$246K +33 +0.9%
46 FANG 0.37% 11,622 $2M $143.10 $59K +179 +1.6%
47 CPRT 0.37% 36,915 $2M $44.97 -$188K -316 -0.8%
48 PFE 0.36% 64,446 $2M $25.48 $223K +7,763 +13.7%
49 CHE 0.36% 3,614 $2M $447.75 -$76K +114 +3.3%
50 MKC 0.36% 24,184 $2M $66.91 -$248K
51 PANW 0.35% 7,710 $2M $203.62 -$39K -434 -5.3%
52 TMO 0.35% 3,228 $2M $485.02 $244K +93 +3.0%
53 NEE 0.35% 20,734 $2M $75.49 $92K +571 +2.8%
54 GD 0.33% 4,421 $2M $341.00 $206K
55 GOOG 0.32% 5,904 $1M $243.55 $392K -8 -0.1%
56 CRM 0.32% 6,039 $1M $237.00 -$228K -65 -1.1%
57 IWD 0.32% 7,023 $1M $203.58 -$29K -417 -5.6%
58 KO 0.31% 21,159 $1M $66.32 $326K +6,134 +40.8%
59 ABBV 0.31% 6,003 $1M $231.52 $251K +10 +0.2%
60 BAC 0.30% 26,647 $1M $51.59 $93K +30 +0.1%
61 SFBS 0.28% 15,900 $1M $80.53 $6K
62 MRK 0.27% 14,829 $1M $83.93 $155K +1,514 +11.4%
63 VOO 0.27% 2,032 $1M $612.41 $70K -37 -1.8%
64 NEM 0.27% 14,672 $1M $84.31 $377K +55 +0.4%
65 ACN 0.27% 4,993 $1M $246.60 -$361K -270 -5.1%
66 QCOM 0.27% 7,390 $1M $166.36 $98K +295 +4.2%
67 IJK 0.27% 12,819 $1M $95.89 -$85K -1,528 -10.7%
68 FITB 0.27% 27,312 $1M $44.55 $109K +1,200 +4.6%
69 VTEB 0.26% 23,359 $1M $50.07 -$269K -6,034 -20.5%
70 IAGG 0.26% 22,709 $1M $51.23 $186K +3,593 +18.8%
71 HON 0.25% 5,383 $1M $210.50 $764K +3,839 +248.6%
72 APO 0.25% 8,398 $1M $133.27 $273K +2,421 +40.5%
73 IJJ 0.24% 8,568 $1M $129.72 -$117K -1,199 -12.3%
74 NSC 0.24% 3,668 $1M $300.41 $1M +3,640 +13000.0%
75 JPST 0.24% 21,041 $1M $50.73 $159K +3,038 +16.9%
76 SLB 0.23% 30,882 $1M $34.37 $100K +3,557 +13.0%
77 NOBL 0.23% 10,109 $1M $103.07 $8K +22 +0.2%
78 EPD 0.22% 31,522 $986K $31.27 $66K +1,889 +6.4%
79 DVY 0.22% 6,896 $980K $142.10 -$27K -545 -7.3%
80 CVX 0.21% 6,217 $965K $155.29 $106K +313 +5.3%
81 UPS 0.21% 11,456 $957K $83.53 -$213K +253 +2.3%
82 L 0.21% 9,511 $955K $100.39 $99K +244 +2.6%
83 JNJ 0.20% 4,910 $910K $185.41 $241K +619 +14.4%
84 UNH 0.20% 2,603 $899K $345.30 -$129K -549 -17.4%
85 EOG 0.20% 7,922 $888K $112.12 $48K +993 +14.3%
86 IJS 0.19% 7,797 $862K $110.59 -$355K -4,150 -34.7%
87 IJT 0.19% 5,987 $847K $141.50 -$413K -3,424 -36.4%
88 ICSH 0.19% 16,635 $844K $50.75 $37K +652 +4.1%
89 TGT 0.19% 9,369 $840K $89.70 -$79K +517 +5.8%
90 GVI 0.18% 7,500 $806K $107.44 $8K
91 PM 0.18% 4,907 $796K $162.20 -$76K -4 -0.1%
92 TSLA 0.17% 1,783 $793K $444.72 $255K -6 -0.3%
93 LULU 0.17% 4,452 $792K $177.93 $787K +4,432 +22160.0%
94 VZ 0.17% 17,865 $785K $43.95 $125K +2,752 +18.2%
95 IGIB 0.17% 14,237 $770K $54.09 -$750K -14,409 -50.3%
96 LIN 0.17% 1,602 $761K $475.00 -$24K -44 -2.7%
97 SPMD 0.17% 13,241 $757K $57.19 $206K +3,232 +32.3%
98 TTE 0.16% 11,936 $712K $59.69 $107K +2,160 +22.1%
99 SO 0.15% 7,297 $692K $94.77 $260K +2,625 +56.2%
100 HD 0.15% 1,697 $688K $405.19 -$413K -1,252 -42.5%

New Positions

SymbolValue% Port
BDYN $126K 0.03%
BDVL $113K 0.02%
UBND $92K 0.02%
SCHD $72K 0.02%
TPR $65K 0.01%
ALNY $57K 0.01%
CRDO $41K 0.01%
HSY $41K 0.01%
BROS $22K —%
MTUM $15K —%
SCHW $15K —%
NTES $15K —%
MSTR $12K —%
EFV $8K —%
ALMU $5K —%

Sold Out Positions

SymbolValue% Port
ATR —%
ALLE —%
INSP —%
WMS —%
PHR —%
MSCI —%
VVV —%
KD —%
DOCS —%
EFX —%
PNR —%
BWA —%
WRB —%
NRG —%
UBS —%
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