Park Circle Co Portfolio Stock Holdings

Park Circle Co disclosed 49 stock positions valued at approximately $105.3 million in its latest SEC 13F filing. The largest holdings include ABBVIE INC, TRAVELERS COMPANIES INC, and VERIZON COMMUNICATIONS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
49
Portfolio Value
$105.3M
Holdings by Sector
Park Circle Co Portfolio Holdings in Q1 2026

47 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ABBVIE INCABBVHealthcare13.62%65,895-6,600-9.10%$14,331,504
TRAVELERS COMPANIES INCTRVFinancial Services10.97%39,876-4,949-11.04%$11,543,528
VERIZON COMMUNICATIONS INCVZCommunication Services8.17%171,340--$8,601,268
GOLDMAN SACHS GROUPGSFinancial Services7.67%9,545-1,705-15.16%$8,074,975
STARBUCKS CORPSBUXConsumer Cyclical5.84%68,620--$6,147,666
ALTRIA GROUP INCMOConsumer Defensive5.39%86,050--$5,678,440
PRICE T ROWE GROUP INCTROWFinancial Services3.77%44,041--$3,969,856
PFIZER INCPFEHealthcare3.26%122,105-600-0.49%$3,428,708
OLD REP INTL CORPORIFinancial Services2.99%79,000--$3,152,100
MOELIS & COMCFinancial Services2.70%49,876-300-0.60%$2,842,932
APPLE INCAAPLTechnology2.63%10,900--$2,766,311
CDN IMPERIAL BK COMM TORONTOCMFinancial Services2.52%28,000--$2,653,000
PHILIP MORRIS INTL INCPMConsumer Defensive2.47%15,745--$2,603,278
NVIDIA CORPNVDATechnology2.32%14,000--$2,441,600
SUNOCO LP / SUNOCO FIN CORPSUNEnergy2.24%36,350--$2,361,660
EXXON MOBIL CORPXOMEnergy2.17%13,468--$2,284,981
TORONTO DOMINION BK ONTTDFinancial Services2.07%23,300-100-0.43%$2,174,123
INTERNATIONAL BUSINESS MACHSIBMTechnology1.63%7,100--$1,720,969
MCCORMICK & CO INCMKCConsumer Defensive1.56%32,485+15,635+92.79%$1,638,543
COLUMBIA BKG SYS INCCOLBFinancial Services1.42%54,400--$1,492,192
VERTEX PHARMACEUTICALS INCVRTXHealthcare1.17%2,764--$1,234,237
PRUDENTIAL FINANCIAL INCPRUFinancial Services1.09%11,740--$1,146,881
TRUIST FINL CORPTFCFinancial Services0.97%22,285--$1,024,441
HASBRO INCHASConsumer Cyclical0.89%10,000--$936,000
TOTALENERGIES SETTEEnergy0.86%10,000--$909,800
CAMDEN PPTY TRCPTReal Estate0.86%9,300--$908,238
WESTERN UN COWUFinancial Services0.85%103,010--$899,277
SIXTH STREET SPECIALITY LENDNTSLXFinancial Services0.70%40,145--$737,865
BANK NOVA SCOTIA HALIFAXBNSFinancial Services0.69%10,500--$727,755
ENBRIDGE INCENBEnergy0.69%13,400--$725,476
BRISTOL MYERS SQUIBB COBMYHealthcare0.67%11,700--$709,605
SUBURBAN PROPANE PARTNERS LSPHUtilities0.62%33,000--$650,100
NIKE INCNKEConsumer Cyclical0.50%10,000--$528,200
SCOTTS MIRACLE - GRO COSMGBasic Materials0.45%7,820+7,820+100.00%$475,534
ANNALY CAPITAL MANAGEMENT INNLYReal Estate0.40%20,000--$423,000
S L GREEN RLTY CORPSLGReal Estate0.37%10,500+10,500+100.00%$387,870
JPMORGAN CHASE & COJPMFinancial Services0.36%1,300--$382,408
ARES CAP CORPARCCFinancial Services0.34%20,000--$360,400
BROADCOM INCAVGOTechnology0.29%1,000--$309,510
GE HEALTHCARE TECHNOLOGIESGEHCHealthcare0.20%2,916--$207,590
MORGAN STANLEYMSFinancial Services0.13%800--$131,656
ETSY INCETSYConsumer Cyclical0.12%2,500--$124,950
QUALCOMM INCQCOMTechnology0.07%600--$77,268
SHOPIFY INCSHOPTechnology0.07%650--$77,103
PALANTIR TECHNOLOGIESPLTRTechnology0.07%500--$73,140
ADT INCADTIndustrials0.04%6,946--$45,635
ROBLOX CORPRBLXCommunication Services0.04%800--$45,428