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PARK CAPITAL MANAGEMENT, LLC / WI 13F portfolio summary

PARK CAPITAL MANAGEMENT, LLC / WI of PARK CAPITAL MANAGEMENT, LLC / WI has 74 current stock holdings with a reported portfolio value of $102.7M. The portfolio 1 year return is +16.03%. Top holdings include SPY (0.00%), HTRB (35.98%), NVDA (10.54%), IJR (7.61%), AAPL (6.04%).

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PARK CAPITAL MANAGEMENT, LLC / WI

PARK CAPITAL MANAGEMENT, LLC / WI
Latest filing: 2026-03-31

PARK CAPITAL MANAGEMENT, LLC / WI runs PARK CAPITAL MANAGEMENT, LLC / WI and currently holds 74 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $102.69M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PARK CAPITAL MANAGEMENT, LLC / WI ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PARK CAPITAL MANAGEMENT, LLC / WI's portfolio at PARK CAPITAL MANAGEMENT, LLC / WI has delivered returns of +16.03%. Their 3-year annualized return is +11.41%. Looking at the 5-year horizon, PARK CAPITAL MANAGEMENT, LLC / WI has achieved +11.41% annualized returns at PARK CAPITAL MANAGEMENT, LLC / WI.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.03%
#0/1000
3 Year
+11.41%
#0/1000
5 Year
+11.41%
#0/1000

Portfolio Value

$102.69M

Alpha Score

10.9

#0 of 1000

Holdings

74

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change