Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Park Capital Management, LLC / WI (CIK 1998000) reported $102.7M across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HTRB ($36.8M, 35.81%), NVDA ($10.8M, 10.49%), IJR ($7.8M, 7.57%), AAPL ($6.2M, 6.01%), IVV ($2.6M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HTRB | HARTFORD FDS EXCHANGE TRADED | $36.8M | 35.81% | 1.1M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $10.8M | 10.49% | 61,793 | Trimmed |
| 3 | IJR | ISHARES TR | $7.8M | 7.57% | 62,541 | Added |
| 4 | AAPL | APPLE INC | $6.2M | 6.01% | 24,325 | Trimmed |
| 5 | IVV | ISHARES TR | $2.6M | 2.54% | 3,987 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $2.6M | 2.49% | 6,894 | Trimmed |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.4M | 2.34% | 3,895 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.1M | 2.06% | 4,405 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $1.7M | 1.61% | 5,740 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $1.3M | 1.31% | 4,570 | Trimmed |
| 11 | WMT | WALMART INC | $1.2M | 1.20% | 9,917 | Added |
| 12 | EFA | ISHARES TR | $1.2M | 1.18% | 12,482 | Added |
| 13 | SCHX | SCHWAB STRATEGIC TR | $1.1M | 1.11% | 44,573 | Added |
| 14 | JNJ | JOHNSON & JOHNSON | $1.1M | 1.08% | 4,535 | Trimmed |
| 15 | MINO | PIMCO ETF TR | $1.1M | 1.08% | 24,449 | Added |
| 16 | KR | KROGER CO | $1.1M | 1.03% | 14,640 | Trimmed |
| 17 | MGEE | MGE ENERGY INC | $1.0M | 1.01% | 13,479 | Added |
| 18 | TSLA | TESLA INC | $989,227 | 0.96% | 2,661 | Added |
| 19 | AMZN | AMAZON COM INC | $904,725 | 0.88% | 4,344 | Trimmed |
| 20 | VLO | VALERO ENERGY CORP | $818,082 | 0.80% | 3,311 | Added |
| 21 | AVGO | BROADCOM INC | $799,831 | 0.78% | 2,584 | Trimmed |
| 22 | HD | HOME DEPOT INC | $743,241 | 0.72% | 2,260 | Trimmed |
| 23 | GOOG | ALPHABET INC | $689,856 | 0.67% | 2,405 | Trimmed |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $688,404 | 0.67% | 2,037 | Trimmed |
| 25 | INTU | INTUIT | $609,240 | 0.59% | 1,409 | Added |
Source: SEC Form 13F filings · as of 2026-03-31