Park Capital Management, LLC / WI Q2 2025 Filing

Filed July 10, 2025

Portfolio Value

$108.0B

Holdings

74

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (74 positions)

#StockSharesValue% PortfolioType
1
HTRBHARTFORD FDS EXCHANGE TRADED
879,096$29.8B27.57%
2
NVDANVIDIA CORPORATION
66,675$10.5B9.75%
3
IJRISHARES TR
58,620$6.4B5.93%
4
AAPLAPPLE INC
25,990$5.3B4.94%
5
SPYSPDR S&P 500 ETF TR
6,180$3.8B3.54%
6
MSFTMICROSOFT CORP
7,491$3.7B3.45%
7
NDQINVESCO QQQ TR
6,435$3.5B3.29%
8
IVVISHARES TR
4,502$2.8B2.59%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
4,536$2.2B2.04%
10
MDYSPDR S&P MIDCAP 400 ETF TR
3,708$2.1B1.95%
11
NFLXNETFLIX INC
1,147$1.5B1.42%
12
JPMJPMORGAN CHASE & CO.
5,191$1.5B1.39%
13
AVGOBROADCOM INC
4,308$1.2B1.10%
14
MG1MGE ENERGY INC
13,417$1.2B1.10%
15
KRKROGER CO
16,225$1.2B1.08%
16
GOOGLALPHABET INC
6,005$1.1B0.98%
17
INTUINTUIT
1,308$1.0B0.95%
18
AMZNAMAZON COM INC
4,565$1.0B0.93%
19
HDHOME DEPOT INC
2,725$999.0M0.93%
20
WMTWALMART INC
10,009$978.7M0.91%
21
SCHXSCHWAB STRATEGIC TR
39,703$970.3M0.90%
22
ORCLORACLE CORP
4,300$940.1M0.87%
23
MAMASTERCARD INCORPORATED
1,560$876.6M0.81%
24
EFAISHARES TR
9,701$867.2M0.80%
25
JNJJOHNSON & JOHNSON
5,636$860.9M0.80%
26
METAMETA PLATFORMS INC
1,152$850.3M0.79%
27
TSLATESLA INC
2,546$808.8M0.75%
28
JBLJABIL INC
3,312$722.4M0.67%
29
GEGE AEROSPACE
2,791$718.5M0.67%
30
DYHTARGET CORP
6,901$680.8M0.63%
31
PLTRPALANTIR TECHNOLOGIES INC
4,850$661.2M0.61%
32
HWMHOWMET AEROSPACE INC
3,531$657.3M0.61%
33
DASHDOORDASH INC
2,606$642.4M0.59%
34
ZSZSCALER INC
1,914$600.9M0.56%
35
APHAMPHENOL CORP NEW
5,849$577.6M0.53%
36
VVISA INC
1,607$570.6M0.53%
37
RCLROYAL CARIBBEAN GROUP
1,809$566.5M0.52%
38
STXSEAGATE TECHNOLOGY HLDNGS PL
3,911$564.5M0.52%
39
VOVANGUARD INDEX FDS
1,955$547.1M0.51%
40
GOOGALPHABET INC
2,905$515.4M0.48%
41
AXONAXON ENTERPRISE INC
619$512.5M0.47%
42
ANETARISTA NETWORKS INC
4,985$510.0M0.47%
43
IBKRINTERACTIVE BROKERS GROUP IN
8,935$495.1M0.46%
44
BACBANK AMERICA CORP
10,401$492.2M0.46%
45
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,167$490.8M0.45%
46
NKENIKE INC
6,887$489.3M0.45%
47
VLOVALERO ENERGY CORP
3,575$480.6M0.44%
48
GEVGE VERNOVA INC
897$474.6M0.44%
49
SCHMSCHWAB STRATEGIC TR
15,213$426.7M0.40%
50
VSTVISTRA CORP
2,193$425.0M0.39%
51
NRANRG ENERGY INC
2,443$392.3M0.36%
52
PGPROCTER AND GAMBLE CO
2,434$387.8M0.36%
53
COINCOINBASE GLOBAL INC
1,081$378.9M0.35%
54
VONGVANGUARD SCOTTSDALE FDS
3,400$371.3M0.34%
55
LLYELI LILLY & CO
469$365.3M0.34%
56
APPAPPLOVIN CORP
965$337.8M0.31%
57
AXPAMERICAN EXPRESS CO
1,042$332.5M0.31%
58
CEGCONSTELLATION ENERGY CORP
985$318.0M0.29%
59
MIGAMICROSTRATEGY INC
779$314.9M0.29%
60
BLKBLACKROCK INC
291$305.3M0.28%
61
AMGNAMGEN INC
1,040$290.5M0.27%
62
TQQQPROSHARES TR
3,399$282.1M0.26%
63
IWMISHARES TR
1,294$279.2M0.26%
64
SPXLDIREXION SHS ETF TR
1,600$277.6M0.26%
65
COSTCOSTCO WHSL CORP NEW
277$274.2M0.25%
66
SHELSHELL PLC
3,861$271.9M0.25%
67
VUGVANGUARD INDEX FDS
620$271.8M0.25%
68
ULTAULTA BEAUTY INC
574$268.5M0.25%
69
BMIBADGER METER INC
1,061$259.8M0.24%
70
OCOWENS CORNING NEW
1,808$248.6M0.23%
71
XOMEXXON MOBIL CORP
2,238$241.3M0.22%
72
IJKISHARES TR
2,451$223.0M0.21%
73
VBVANGUARD INDEX FDS
899$213.0M0.20%
74
URIUNITED RENTALS INC
267$200.9M0.19%