Park Capital Management, Llc / Wi Portfolio Stock Holdings

According to the SEC 13F filed on July 13, 2026, Park Capital Management, Llc / Wi disclosed 161 stock positions valued at approximately $169.85M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, INVESCO QQQ TR, and NVIDIA CORPORATION.

Report Period
June 30, 2026
No. of Stocks
161
Portfolio Value
$169.85M
Holdings by Sector
Park Capital Management, Llc / Wi Portfolio Holdings in Q2 2026

156 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
STATE STR SPDR S&P 500 ETF TSPYOther9.36%21,300+20,708+3497.97%$15,906,201
INVESCO QQQ TRQQQOther9.18%21,163+9,009+74.12%$15,584,624
NVIDIA CORPORATIONNVDATechnology7.07%59,995-1,798-2.91%$12,004,351
APPLE INCAAPLTechnology4.06%23,837-488-2.01%$6,897,375
SANDISK CORPSNDKOther3.99%2,977+2,977+100.00%$6,768,894
ISHARES TRIJROther3.05%34,962-27,579-44.10%$5,185,233
MICRON TECHNOLOGY INCMUTechnology2.11%3,101-1,567-33.57%$3,579,862
WESTERN DIGITAL CORPWDCTechnology1.85%4,925-3,660-42.63%$3,145,696
ISHARES TRIVVOther1.75%3,973-14-0.35%$2,975,340
SEAGATE TECHNOLOGY HLDNGS PLSTXOther1.71%3,013-980-24.54%$2,907,545
APPLIED MATLS INCAMATTechnology1.67%3,916+3,314+550.50%$2,831,493
STATE STR SPDR S&P MIDCAP 40MDYOther1.61%3,892-3-0.08%$2,737,399
ADVANCED MICRO DEVICES INCAMDTechnology1.59%4,655+4,655+100.00%$2,704,136
LAM RESEARCH CORPLRCXOther1.54%6,027-2,216-26.88%$2,611,609
INTEL CORPINTCTechnology1.52%18,494-3,669-16.55%$2,582,317
MICROSOFT CORPMSFTTechnology1.52%6,916+22+0.32%$2,579,764
TERADYNE INCTERTechnology1.45%5,086+155+3.14%$2,460,810
PALO ALTO NETWORKS INCPANWTechnology1.39%6,924+6,924+100.00%$2,361,222
CORNING INCGLWTechnology1.38%9,175-7,613-45.35%$2,343,611
KLA CORPKLACTechnology1.36%7,677+7,513+4581.10%$2,316,228
COMFORT SYS USA INCFIXIndustrials1.33%1,141+209+22.42%$2,261,897
MARVELL TECHNOLOGY INCMRVLTechnology1.31%7,441+7,441+100.00%$2,216,656
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.22%4,135-270-6.13%$2,069,113
ALPHABET INCGOOGLCommunication Services1.22%5,784+44+0.77%$2,067,078
HEWLETT PACKARD ENTERPRISE CHPETechnology1.18%44,589+44,589+100.00%$2,011,429
DELL TECHNOLOGIES INCDELLTechnology1.10%4,348+4,348+100.00%$1,875,988
CIENA CORPCIENTechnology1.07%3,714+3,714+100.00%$1,821,940
LUMENTUM HLDGS INCLITETechnology1.03%2,046+2,046+100.00%$1,755,591
ARM HOLDINGS PLCARMTechnology1.00%4,779+4,779+100.00%$1,694,490
COHERENT CORPCOHRTechnology0.95%4,108+4,108+100.00%$1,620,483
SCHWAB STRATEGIC TRSCHXOther0.82%47,441+2,868+6.43%$1,396,189
JPMORGAN CHASE & COJPMFinancial Services0.82%4,236-334-7.31%$1,386,470
ISHARES TREFAOther0.76%12,482--$1,296,630
MGE ENERGY INCMGEEUtilities0.68%14,238+759+5.63%$1,160,970
PIMCO ETF TRMINOOther0.68%25,209+760+3.11%$1,153,564
TESLA INCTSLAConsumer Cyclical0.66%2,683+22+0.83%$1,128,470
WALMART INCWMTConsumer Defensive0.64%9,553-364-3.67%$1,081,975
AMAZON COM INCAMZNConsumer Cyclical0.63%4,471+127+2.92%$1,065,545
JOHNSON & JOHNSONJNJHealthcare0.63%4,189-346-7.63%$1,063,935
BROADCOM INCAVGOTechnology0.58%2,613+29+1.12%$987,130
VALERO ENERGY CORPVLOEnergy0.52%3,422+111+3.35%$891,226
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.52%1,850-187-9.18%$883,505
HOME DEPOT INCHDConsumer Cyclical0.49%2,364+104+4.60%$833,682
INTERACTIVE BROKERS GROUP INIBKRFinancial Services0.47%9,230+310+3.48%$803,404
ALPHABET INCGOOGCommunication Services0.47%2,272-133-5.53%$802,713
KROGER COKRConsumer Defensive0.45%13,690-950-6.49%$760,206
CISCO SYS INCCSCOTechnology0.40%5,827+1,628+38.77%$684,477
VANGUARD INDEX FDSVOOther0.39%8,296+6,209+297.51%$668,409
ARISTA NETWORKS INCANETOther0.37%3,734-293-7.28%$634,332
FIVE STAR BANCORPFSBCFinancial Services0.37%12,888+12,888+100.00%$627,517
SCHWAB STRATEGIC TRSCHMOther0.36%16,790-1,297-7.17%$619,047
META PLATFORMS INCMETACommunication Services0.36%1,076+11+1.03%$606,124
HOMETRUST BANCSHARES INCHTBIFinancial Services0.35%12,025+12,025+100.00%$599,927
ELI LILLY & COLLYHealthcare0.35%489+8+1.66%$586,151
BANK OF AMER CORPBACFinancial Services0.33%9,804+75+0.77%$558,632
TARGET CORPTGTConsumer Defensive0.31%4,056-464-10.27%$529,706
CENTRAL GARDEN & PET COCENTConsumer Defensive0.31%11,707+11,707+100.00%$519,088
VISA INCVFinancial Services0.30%1,467+54+3.82%$503,313
MASTERCARD INCORPORATEDMAFinancial Services0.29%972-193-16.57%$499,219
INTERNATIONAL BANCSHARES CORIBOCFinancial Services0.26%5,847+5,847+100.00%$444,056
MOOG INCMOG-AIndustrials0.26%1,043+1,043+100.00%$442,065
VANGUARD SCOTTSDALE FDSVONGOther0.26%3,400--$434,554
NETFLIX INC.NFLXCommunication Services0.26%6,073+347+6.06%$433,612
FEDEX CORPFDXIndustrials0.25%1,356+1,356+100.00%$424,604
VANGUARD INDEX FDSVUGOther0.25%4,911+4,280+678.29%$423,034
APOLLO COML REAL ESTATE FINARIReal Estate0.25%39,544+39,544+100.00%$422,334
BENCHMARK ELECTRS INCBHETechnology0.24%4,182+4,182+100.00%$412,643
VORNADO RLTY TRVNOReal Estate0.24%10,441+10,441+100.00%$410,335
RADIAN GROUP INCRDNFinancial Services0.24%10,781+10,781+100.00%$406,120
ISHARES TRIWMOther0.23%1,294--$388,782
COMPANIA DE MINAS BUENAVENTUBVNBasic Materials0.23%13,247+13,247+100.00%$388,005
SITIME CORPSITMTechnology0.22%496+496+100.00%$369,798
CATERPILLAR INCCATIndustrials0.22%344+3+0.88%$366,672
FOX CORPFOXACommunication Services0.21%6,820+6,820+100.00%$355,744
AMERICAN EXPRESS COAXPFinancial Services0.21%1,049+7+0.67%$354,925
AMGEN INCAMGNHealthcare0.21%978+134+15.88%$354,024
UNUM GROUPUNMFinancial Services0.21%3,959+3,959+100.00%$353,951
USANA HEALTH SCIENCES INCUSNAConsumer Defensive0.20%16,166+16,166+100.00%$345,144
ASML HLDG NVASMLOther0.19%166+166+100.00%$330,247
INTUITINTUTechnology0.19%1,261-148-10.50%$329,131
NEWS CORP NEWNWSACommunication Services0.19%13,223+13,223+100.00%$328,332
UNITED AIRLS HLDGS INCUALIndustrials0.19%2,363--$321,344
HEALTHPEAK PROPERTIES INCDOCReal Estate0.18%14,549+14,549+100.00%$311,349
SCHNEIDER NATIONAL INCSNDRIndustrials0.18%8,378+8,378+100.00%$306,048
KFORCE INCKFRCIndustrials0.18%6,430+6,430+100.00%$301,696
ATLANTA BRAVES HLDGS INCBATRKCommunication Services0.18%5,734+5,734+100.00%$297,595
CHEFS WHSE INCCHEFConsumer Defensive0.17%3,072+3,072+100.00%$295,219
NIKE INCNKEConsumer Cyclical0.17%7,121+567+8.65%$292,317
NAVIENT CORPORATIONNAVIFinancial Services0.17%34,343+34,343+100.00%$292,259
ISHARES TRIJKOther0.17%2,451--$287,993
DELTA AIR LINES INCDALIndustrials0.17%3,073+51+1.69%$287,817
CALIFORNIA RES CORPCRCEnergy0.17%5,372+5,372+100.00%$284,018
BOWHEAD SPECIALTY HLDGS INCBOWFinancial Services0.17%9,435+9,435+100.00%$282,390
VIRTU FINL INCVIRTFinancial Services0.16%4,701+4,701+100.00%$280,039
CORECIVIC INCCXWIndustrials0.16%9,137+9,137+100.00%$277,582
VICOR CORPVICRTechnology0.16%727+727+100.00%$276,100
VANGUARD INDEX FDSVBOther0.16%899--$272,505
UNITED MICROELECTRONICS CORPUMCTechnology0.16%9,996+9,996+100.00%$271,991
SALESFORCE INCCRMTechnology0.16%1,700+1,700+100.00%$266,322
ABBVIE INCABBVHealthcare0.15%1,046+98+10.34%$263,124