Fund Holdings — Park Capital Management, LLC / WI

Total Portfolio Value
$102.69M
Total Bought
$7.69M
Total Sold
$44.44M
Net Transaction
-$36.75M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
992,5311,090,006+97,47533,89536,77735.81%+2,882
ISHARES TR61,43362,541+1,1087,3837,7747.57%+391
CISCO SYS INC(CSCO)04,199+4,19903260.32%+326
VALERO ENERGY CORP(VLO)3,0673,311+2444998180.80%+319
KLA CORP(KLAC)0164+16402410.24%+241
COSTCO WHOLESALE CORPORATION(COST)0230+23002290.22%+229
ROYAL GOLD INC(RGLD)0838+83802130.21%+213
LOCKHEED MARTIN CORP(LMT)0345+34502090.20%+209
APPLIED MATLS INC0602+60202060.20%+206
ISHARES TR10,56712,482+1,9151,0151,2121.18%+198
INFOSYS LTD(INFY)013,684+13,68401850.18%+185
WESTERN UN CO(WU)020,311+20,31101770.17%+177
KKR REAL ESTATE FIN TR INC(KREF)028,647+28,64701750.17%+175
JBG SMITH PPTYS(JBGS)011,155+11,15501630.16%+163
AH RLTY TR INC(AHRT)024,854+24,85401370.13%+137
WALMART INC(WMT)9,8879,917+301,1021,2321.20%+131
REDWOOD TRUST INC(RWT)020,572+20,57201150.11%+115
METALLA RTY & STREAMING LTD(MTA)017,021+17,02101130.11%+113
OCTAVE SPECIALTY GROUP INC021,262+21,2620990.10%+99
STATE STR SPDR S&P MIDCAP 40(MDY)3,8263,895+692,3082,4022.34%+94
RAPID7 INC(RPD)015,917+15,9170880.09%+88
ADAMAS TRUST INC.(ADAM)011,247+11,2470830.08%+83
EXXON MOBIL CORP2,1902,038-1522643460.34%+82
TIC SOLUTIONS INC(TIC)012,225+12,2250800.08%+80
KROGER CO(KR)15,79114,640-1,1519871,0591.03%+73
TARGET CORP(TGT)4,8764,520-3564775480.53%+71
AVEANNA HEALTHCARE HLDGS INC(AVAH)010,612+10,6120680.07%+68
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,0412,037-46206880.67%+68
JOHNSON & JOHNSON(JNJ)5,0304,535-4951,0411,1091.08%+68
SHELL PLC(SHEL)3,6923,554-1382713310.32%+59
PIMCO ETF TR
MUNI INCOME OPP
23,16824,449+1,2811,0501,1041.08%+54
CATERPILLAR INC(CAT)356341-152042410.24%+37
SCHWAB STRATEGIC TR17,52618,087+5615275600.55%+33
AMBEV SA(ABEV)010,276+10,2760300.03%+30
INTERACTIVE BROKERS GROUP IN(IBKR)8,9158,920+55735980.58%+25
PEPSICO INC(PEP)1,5031,502-12162330.23%+18
PROCTER & GAMBLE CO(PG)1,7771,847+702552670.26%+12
ISHARES TR2,4512,45102372470.24%+9
NETFLIX INC.(NFLX)5,8205,726-945465510.54%+5
VANGUARD INDEX FDS89989902322350.23%+4
ISHARES TR1,2941,29403193210.31%+2
AMGEN INC(AMGN)908844-642972970.29%-0
VANGUARD INDEX FDS2,0902,087-36075990.58%-7
DELTA AIR LINES INC(DAL)3,0193,022+32102010.20%-9
MGE ENERGY INC(MGEE)13,45913,479+201,0551,0421.01%-14
ABBVIE INC(ABBV)976948-282232060.20%-17
SCHWAB STRATEGIC TR43,35044,573+1,2231,1671,1431.11%-24
BLACKROCK INC(BLK)228215-132442070.20%-37
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
3,4003,40004143730.36%-41
UNITED AIRLS HLDGS INC(UAL)2,3682,363-52652180.21%-47
VANGUARD INDEX FDS663631-323232760.27%-48
ULTA BEAUTY INC(ULTA)497480-173012510.24%-50
BANK AMERICA CORP9,8549,729-1255424740.46%-68
VISA INC(V)1,4221,413-94994270.42%-72
AMERICAN EXPRESS CO(AXP)1,0471,042-53873150.31%-72
ARISTA NETWORKS INC(ANET)4,3384,027-3115684940.48%-74
ELI LILLY & CO(LLY)484481-35204420.43%-78
ORACLE CORP(ORCL)1,7891,795+63492640.26%-85
META PLATFORMS INC(META)1,0581,065+76986090.59%-89
NIKE INC(NKE)6,8606,554-3064373460.34%-91
HOME DEPOT INC(HD)2,4352,260-1758387430.72%-95
BROADCOM INC(AVGO)2,5872,584-38958000.78%-96
ALPHABET INC(GOOG)2,5962,405-1918156900.67%-125
BERKSHIRE HATHAWAY INC DEL4,4504,405-452,2372,1112.06%-126
AMAZON COM INC(AMZN)4,5004,344-1561,0399050.88%-134
TESLA INC(TSLA)2,5042,661+1571,1269890.96%-137
MASTERCARD INCORPORATED(MA)1,3221,165-1577555820.57%-173
ISHARES TR4,0603,987-732,7812,6042.54%-177
JPMORGAN CHASE & CO(JPM)4,8164,570-2461,5521,3441.31%-207
UNITED RENTALS INC(URI)2680-2682170—-217
EXACT SCIENCES CORP(EXK)2,3050-2,3052340—-234
ISHARES TR2,1920-2,1922490—-249
INTUIT(INTU)1,3061,409+1038656090.59%-256
APPLE INC(AAPL)24,92724,325-6026,7776,1746.01%-603
ISHARES TR4,8590-4,8596390—-639
INTEL CORP(INTC)22,1630-22,1638180—-818
FIRST SOLAR INC(FSLR)3,1530-3,1538240—-824
ALBEMARLE CORP(ALB)5,8900-5,8908330—-833
COMFORT SYS USA INC(FIX)9320-9328700—-870
MICROSOFT CORP(MSFT)7,2006,894-3063,4822,5522.49%-930
C H ROBINSON WORLDWIDE INC(CHRW)5,8790-5,8799450—-945
TERADYNE INC(TER)4,9310-4,9319540—-954
APPLOVIN CORP(APP)1,4960-1,4961,0080—-1,008
INSMED INC(INSM)5,9890-5,9891,0420—-1,042
PALANTIR TECHNOLOGIES INC(PLTR)6,1240-6,1241,0890—-1,089
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
3,9930-3,9931,1000—-1,100
EXPEDIA GROUP INC(EXPE)3,8930-3,8931,1030—-1,103
INVESCO LTD(IVZ)45,8240-45,8241,2040—-1,204
NVIDIA CORPORATION(NVDA)64,25361,793-2,46011,98310,77710.49%-1,206
DOLLAR GEN CORP NEW(DG)9,3760-9,3761,2450—-1,245
NEWMONT CORP(NEM)13,2240-13,2241,3200—-1,320
MICRON TECHNOLOGY INC(MU)4,6680-4,6681,3320—-1,332
LAM RESEARCH CORP(LRCX)8,2430-8,2431,4110—-1,411
GENERAL MTRS CO(GM)17,8410-17,8411,4510—-1,451
CORNING INC(GLW)16,7880-16,7881,4700—-1,470
WESTERN DIGITAL CORP(WDC)8,5850-8,5851,4790—-1,479
ALPHABET INC(GOOG)11,1685,740-5,4283,4961,6511.61%-1,845
STATE STR SPDR S&P 500 ETF T(SPY)11,240592-10,6487,6653850.37%-7,280
INVESCO QQQ TR12,1540-12,1547,4660—-7,466
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Park Capital Management, LLC / WI — 13F Holdings — Q1 2026 | TickerTrail