Park Capital Management, LLC / WI — 13F Holdings & Portfolio

CIK 1998000 · latest 13F-HR filed 2026-04-15

Park Capital Management, LLC / WI manages $102.7M in 13F-reported U.S. long-equity assets across 75 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are HTRB (35.81%), NVDA (10.49%), IJR (7.57%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 19 new positions, exited 24, added to 15, and trimmed 29.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$102.7M

Long-equity book

Holdings

75

Distinct positions

Period

2026-03-31

Filed 2026-04-15

Q/Q Activity

+19 / −24 / ↑15 / ↓29

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • HARTFORD FDS EXCHANGE TRADED$2.9M +8.5%
  • ISHARES TR$391.5K +5.3%
  • VALERO ENERGY CORP$318.8K +63.9%
  • ISHARES TR$197.6K +19.5%
  • WALMART INC$131.0K +11.9%
Show all 15

Top Trims

  • STATE STR SPDR S&P 500 ETF T-$7.3M -95.0%
  • ALPHABET INC-$1.8M -52.8%
  • NVIDIA CORPORATION-$1.2M -10.1%
  • MICROSOFT CORP-$930.3K -26.7%
  • APPLE INC-$603.1K -8.9%
Show all 29

New Positions

  • CISCO SYS INC$325.8K
  • KLA CORP$241.5K
  • COSTCO WHOLESALE CORPORATION$229.2K
  • ROYAL GOLD INC$213.3K
  • LOCKHEED MARTIN CORP$208.7K
Show all 19

Exited Positions

  • INVESCO QQQ TR$7.5M
  • WESTERN DIGITAL CORP$1.5M
  • CORNING INC$1.5M
  • GENERAL MTRS CO$1.5M
  • LAM RESEARCH CORP$1.4M
Show all 24
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 HARTFORD FDS EXCHANGE TRADED HTRB 41653L305 $36.8M 35.81% 1,090,006 SH
2 NVIDIA CORPORATION NVDA 67066G104 $10.8M 10.49% 61,793 SH
3 ISHARES TR IJR 464287804 $7.8M 7.57% 62,541 SH
4 APPLE INC AAPL 037833100 $6.2M 6.01% 24,325 SH
5 ISHARES TR IVV 464287200 $2.6M 2.54% 3,987 SH
6 MICROSOFT CORP MSFT 594918104 $2.6M 2.49% 6,894 SH
7 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $2.4M 2.34% 3,895 SH
8 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.1M 2.06% 4,405 SH
9 ALPHABET INC GOOGL 02079K305 $1.7M 1.61% 5,740 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $1.3M 1.31% 4,570 SH
11 WALMART INC WMT 931142103 $1.2M 1.20% 9,917 SH
12 ISHARES TR EFA 464287465 $1.2M 1.18% 12,482 SH
13 SCHWAB STRATEGIC TR SCHX 808524201 $1.1M 1.11% 44,573 SH
14 JOHNSON & JOHNSON JNJ 478160104 $1.1M 1.08% 4,535 SH
15 PIMCO ETF TR SSMUF 72201R635 $1.1M 1.08% 24,449 SH
16 KROGER CO KR 501044101 $1.1M 1.03% 14,640 SH
17 MGE ENERGY INC MGEE 55277P104 $1.0M 1.01% 13,479 SH
18 TESLA INC TSLA 88160R101 $989.2K 0.96% 2,661 SH
19 AMAZON COM INC AMZN 023135106 $904.7K 0.88% 4,344 SH
20 VALERO ENERGY CORP VLO 91913Y100 $818.1K 0.80% 3,311 SH
21 BROADCOM INC AVGO 11135F101 $799.8K 0.78% 2,584 SH
22 HOME DEPOT INC HD 437076102 $743.2K 0.72% 2,260 SH
23 ALPHABET INC GOOG 02079K107 $689.9K 0.67% 2,405 SH
24 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $688.4K 0.67% 2,037 SH
25 META PLATFORMS INC META 30303M102 $609.3K 0.59% 1,065 SH
26 INTUIT INTU 461202103 $609.2K 0.59% 1,409 SH
27 VANGUARD INDEX FDS VO 922908629 $599.3K 0.58% 2,087 SH
28 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $598.3K 0.58% 8,920 SH
29 MASTERCARD INCORPORATED MA 57636Q104 $582.1K 0.57% 1,165 SH
30 SCHWAB STRATEGIC TR SCHM 808524508 $560.0K 0.55% 18,087 SH
31 NETFLIX INC. NFLX 64110L106 $550.6K 0.54% 5,726 SH
32 TARGET CORP TGT 87612E106 $547.8K 0.53% 4,520 SH
33 ARISTA NETWORKS INC ANET 040413205 $494.4K 0.48% 4,027 SH
34 BANK AMERICA CORP BAC 060505104 $474.3K 0.46% 9,729 SH
35 ELI LILLY & CO LLY 532457108 $442.1K 0.43% 481 SH
36 VISA INC V 92826C839 $427.1K 0.42% 1,413 SH
37 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $385.0K 0.37% 592 SH
38 VANGUARD SCOTTSDALE FDS VONG 92206C680 $372.9K 0.36% 3,400 SH
39 NIKE INC NKE 654106103 $346.2K 0.34% 6,554 SH
40 EXXON MOBIL CORP XOM 30231G102 $345.8K 0.34% 2,038 SH
41 SHELL PLC SHEL 780259305 $330.5K 0.32% 3,554 SH
42 CISCO SYS INC CSCO 17275R102 $325.8K 0.32% 4,199 SH
43 ISHARES TR IWM 464287655 $320.9K 0.31% 1,294 SH
44 AMERICAN EXPRESS CO AXP 025816109 $315.3K 0.31% 1,042 SH
45 AMGEN INC AMGN 031162100 $296.8K 0.29% 844 SH
46 VANGUARD INDEX FDS VUG 922908736 $275.6K 0.27% 631 SH
47 PROCTER & GAMBLE CO PG 742718109 $266.8K 0.26% 1,847 SH
48 ORACLE CORP ORCL 68389X105 $264.1K 0.26% 1,795 SH
49 ULTA BEAUTY INC ULTA 90384S303 $250.9K 0.24% 480 SH
50 ISHARES TR IJK 464287606 $246.6K 0.24% 2,451 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-15 $102.7M 75 0002085853-26-000376
2025-12-31 2026-01-20 $139.7M 80 0002085853-26-000055