SEC 13F Intelligence

Managers / Q1 2026

Park Capital Management, LLC / WI

CIK 0001998000 · 1601 GREENWAY CROSS, SUITE 201, MADISON, WI, 53713 · 16085133696

Reported Value
$103M
Q1 2026
Positions
75
Filings on Record
6
2019–present window
Filed
Apr 15, 2026
original filing

Summary

Park Capital Management, LLC / Wi reported $103M in U.S.-listed holdings across 75 positions for Q1 2026.

The portfolio is heavily concentrated: Hartford Fds Exchange Traded alone accounts for 35.8% of reported value.

Compared with Q4 2025, the fund opened 19 new positions and exited 24.

Portfolio Metrics

Turnover
+6.2%
vs prior filed quarter
Top-10 Concentration
+72.2%
share of reported value
Largest Position
+35.8%
Hartford Fds Exchange Traded
New / Exited
19 / 24
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $84MQ4 ’24Q1 ’25: $86MQ1 ’25Q2 ’25: $108MQ2 ’25Q3 ’25: $125MQ3 ’25Q4 ’25: $140MQ4 ’25Q1 ’26: $103MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 54.5%Common Stock: 43.6%ADR: 1.2%REIT: 0.7%
  • ETP · 54.5% · $56M
  • Common Stock · 43.6% · $45M
  • ADR · 1.2% · $1M
  • REIT · 0.7% · $673,181

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CSCOCISCO SYS INCNEW+4.2K4.2K+$325,823$325,823
KLACKLA CORPNEW+164164+$241,475$241,475
COSTCOSTCO WHOLESALE CORPORATIONNEW+230230+$229,179$229,179
RGLDROYAL GOLD INCNEW+838838+$213,263$213,263
LMTLOCKHEED MARTIN CORPNEW+345345+$208,738$208,738
AMATAPPLIED MATLS INCNEW+602602+$205,908$205,908
INFYINFOSYS LTDNEW+13.7K13.7K+$184,871$184,871
W3UWESTERN UN CONEW+20.3K20.3K+$177,315$177,315

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

43 positions
#IssuerClass% PortfolioValueShares
1HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF35.81%$37M1.09M
2ISHARES TRCORE S&P SCP ETF · CORE S&P500 ETF · MSCI EAFE ETF · RUSSELL 2000 ETF · S&P MC 400GR ETF11.84%$12M82.8K
3NVDANVIDIA CORPORATIONhistory →COM10.49%$11M61.8K
4AAPLAPPLE INChistory →COM6.01%$6M24.3K
5MSFTMICROSOFT CORPhistory →COM2.49%$3M6.9K
6MDYSTATE STR SPDR S&P MIDCAP 40history →UTSER1 S&PDCRP2.34%$2M3.9K
7GOOGLALPHABET INCCAP STK CL A · CAP STK CL C2.28%$2M8.1K
8BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW2.06%$2M4.4K
9SCHWAB STRATEGIC TRUS LRG CAP ETF · US MID-CAP ETF1.66%$2M62.7K
10JPMJPMORGAN CHASE & COhistory →COM1.31%$1M4.6K
11WMTWALMART INChistory →COM1.20%$1M9.9K
12JNJJOHNSON & JOHNSONhistory →COM1.08%$1M4.5K
13PIMCO ETF TRMUNI INCOME OPP1.08%$1M24.4K
14KRKROGER COhistory →COM1.03%$1M14.6K
15MG1MGE ENERGY INChistory →COM1.01%$1M13.5K
16TSLATESLA INCCOM0.96%$989,2272.7K
17AMZNAMAZON COM INCCOM0.88%$904,7254.3K
18VUGVANGUARD INDEX FDSMID CAP ETF · GROWTH ETF0.85%$874,9592.7K
19VLOVALERO ENERGY CORPCOM0.80%$818,0823.3K
20AVGOBROADCOM INCCOM0.78%$799,8312.6K
21HDHOME DEPOT INCCOM0.72%$743,2412.3K
22TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS0.67%$688,4042.0K
23METAMETA PLATFORMS INCCL A0.59%$609,3431.1K
24INTUINTUITCOM0.59%$609,2401.4K
25IBKRINTERACTIVE BROKERS GROUP INCOM CL A0.58%$598,2838.9K
26MAMASTERCARD INCORPORATEDCL A0.57%$582,1041.2K
27NFLXNETFLIX INC.COM0.54%$550,5555.7K
28DYHTARGET CORPCOM0.53%$547,8084.5K
29ANETARISTA NETWORKS INCCOM SHS0.48%$494,4354.0K
30BACBANK AMERICA CORPCOM0.46%$474,2899.7K
31LLYELI LILLY & COCOM0.43%$442,126481
32VVISA INCCOM CL A0.42%$427,0651.4K
33STATE STR SPDR S&P 500 ETF TTR UNIT0.37%$385,001592
34VANGUARD SCOTTSDALE FDSVNG RUS1000GRW0.36%$372,9463.4K
35NKENIKE INCCL B0.34%$346,1826.6K
36EXMOCEXXON MOBIL CORPCOM0.34%$345,7672.0K
37SHELSHELL PLCSPON ADS0.32%$330,5253.6K
38CSCOCISCO SYS INCCOM0.32%$325,8234.2K
39AXPAMERICAN EXPRESS COCOM0.31%$315,2751.0K
40AMGNAMGEN INCCOM0.29%$296,836844
41PGPROCTER & GAMBLE COCOM0.26%$266,7811.8K
42ORCLORACLE CORPCOM0.26%$264,0821.8K
43ULTAULTA BEAUTY INCCOM0.24%$250,901480

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$103M75Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$140M80Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$125M74Oct 16, 202513F-HRchanges · EDGAR ↗
Q2 2025$108M74Jul 10, 202513F-HRchanges · EDGAR ↗
Q1 2025$86M60Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$84M56Jan 29, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.