Park Capital Management, LLC / WI
Q1 2025 13F Holdings
- Locationmadison, WI
- Num holdings
60
- Value ($000)
$85,563
- Date Filed04/22/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
HTRB HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | $29.12 M | 34 % | 860,142 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.20 M | 8 % | 66,449 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $5.98 M | 7 % | 57,202 | ||
AAPL APPLE INC | COM | 037833100 | $5.77 M | 7 % | 25,998 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $2.96 M | 4 % | 5,265 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $2.64 M | 3 % | 4,949 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.62 M | 3 % | 6,982 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $1.97 M | 2 % | 3,701 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $1.40 M | 2 % | 5,727 | ||
MG1 MGE ENERGY INC | COM | 55277P104 | $1.25 M | 2 % | 13,421 |
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