Top 50 Park Capital Management, Llc / Wi Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HTRB | HARTFORD FDS EXCHANGE TRADED | 35.81% | 1.09M | $36.8M | +9.82%(+97.47K) | $34.13(-1.13%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 10.49% | 61.8K | $10.8M | -3.83%(-2.46K) | $127.70(+53.88%) | 2026-03-31 | |
| IJR | ISHARES TR | 7.57% | 62.5K | $7.8M | +1.80%(+1.11K) | $111.25(+24.14%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.01% | 24.3K | $6.2M | -2.42%(-602) | $241.52(+17.66%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.54% | 4.0K | $2.6M | -1.80%(-73) | $581.85(+24.94%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.49% | 6.9K | $2.6M | -4.25%(-306) | $425.80(-3.39%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 2.34% | 3.9K | $2.4M | +1.80%(+69) | $571.21(+17.09%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.06% | 4.4K | $2.1M | -1.01%(-45) | $458.86(+1.45%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.61% | 5.7K | $1.7M | -48.60%(-5.43K) | $223.43(+73.85%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.31% | 4.6K | $1.3M | -5.11%(-246) | $225.87(+36.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.61% | +14.47% |
| Top 20 Holdings Unweighted | +7.14% | +22.97% |
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