Park Capital Management, LLC / WI
Q4 2024 13F Holdings
- Locationmadison, WI
- Num holdings
56
- Value ($000)
$83,557
- Date Filed01/29/2025
- Form type13F-HR
- CIK0001998000
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
HTRB HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | $30.54M | 37 % | 916,436 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.59M | 10 % | 63,992 | ||
AAPL APPLE INC | COM | 037833100 | $6.28M | 8 % | 25,074 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.84M | 3 % | 6,728 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $2.72M | 3 % | 4,627 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $2.15M | 3 % | 3,766 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $2.12M | 3 % | 4,686 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $1.33M | 2 % | 5,533 | ||
MG1 MGE ENERGY INC | COM | 55277P104 | $1.26M | 2 % | 13,404 | ||
HD HOME DEPOT INC | COM | 437076102 | $1.08M | 1 % | 2,770 |
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