Park Capital Management, LLC / WI

CIK: 0001998000Latest portfolio: $139.7M · Q4 2025

Holdings

80

Total Value

$139.7M

New Positions

80

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
HTRBHARTFORD FDS EXCHANGE TRADED
992,531$33.9M24.26%NEW
2
NVDANVIDIA CORPORATION
64,253$12.0M8.58%NEW
3
SPYSPDR S&P 500 ETF TR
11,240$7.7M5.48%NEW
4
NDQINVESCO QQQ TR
12,154$7.5M5.34%NEW
5
IJRISHARES TR
61,433$7.4M5.28%NEW
6
AAPLAPPLE INC
24,927$6.8M4.85%NEW
7
GOOGLALPHABET INC
11,168$3.5M2.50%NEW
8
MSFTMICROSOFT CORP
7,200$3.5M2.49%NEW
9
IVVISHARES TR
4,060$2.8M1.99%NEW
10
MDYSPDR S&P MIDCAP 400 ETF TR
3,826$2.3M1.65%NEW
11
BRK/BBERKSHIRE HATHAWAY INC DEL
4,450$2.2M1.60%NEW
12
JPMJPMORGAN CHASE & CO.
4,816$1.6M1.11%NEW
13
WDCWESTERN DIGITAL CORP
8,585$1.5M1.06%NEW
14
GLWCORNING INC
16,788$1.5M1.05%NEW
15
GMGENERAL MTRS CO
17,841$1.4M1.04%NEW
16
LRCXLAM RESEARCH CORP
8,243$1.4M1.01%NEW
17
MUMICRON TECHNOLOGY INC
4,668$1.3M0.95%NEW
18
NEMNEWMONT CORP
13,224$1.3M0.94%NEW
19
DGDOLLAR GEN CORP NEW
9,376$1.2M0.89%NEW
20
IVZINVESCO LTD
45,824$1.2M0.86%NEW
21
SCHXSCHWAB STRATEGIC TR
43,350$1.2M0.83%NEW
22
TSLATESLA INC
2,504$1.1M0.81%NEW
23
EXPEEXPEDIA GROUP INC
3,893$1.1M0.79%NEW
24
WMTWALMART INC
9,887$1.1M0.79%NEW
25
STXSEAGATE TECHNOLOGY HLDNGS PL
3,993$1.1M0.79%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($3.389476647382278e+76T)
Technology0.0% ($1.198367763482148e+52T)
Consumer Cyclical0.0% ($1450112611021038.8T)
Unknown0.0% ($7466223610.6T)
Industrials0.0% ($945870264.2T)
Consumer Defensive0.0% ($12441102.0T)
Healthcare0.0% ($1041519.3T)
Communication Services0.0% ($3495.8T)
Energy0.0% ($823.5T)
Basic Materials0.0% ($1.3B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 20, 2026$139.7M80
Q3 2025Oct 16, 2025$125.0B0
Q2 2025Jul 10, 2025$108.0B74
Q1 2025Apr 22, 2025$85.6B60

Fund Information

CIK0001998000
Most Recent FilingJan 20, 2026
Number of Filings4

Park Capital Management, LLC / WI is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $139.7M across 80 holdings. The largest position is HARTFORD FDS EXCHANGE TRADED (HTRB), representing 24.3% of the portfolio. Compared to the previous quarter, the fund opened 80 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.