Arkolith/Funds/Park Capital Management, LLC / WI

Park Capital Management, LLC / WI

CIK 1998000
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Park Capital Management, LLC / WI holds a focused book of 161 stocks worth $169.9M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Invesco QQQ Trust Series 1 and trimmed Nvidia Corp. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 9% of the equity book.

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Use Arkolith to show Park Capital Management, LLC / WI's latest
holdings, largest changes, and filing provenance.
Opened
100
new positions
Added to
31
existing
Trimmed
23
reduced
Sold out
14
exited

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
44%
Top 20 holdings
59%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

71% mapped to company sectors

Information Technology
44%
ETF / fund or unclassified
29%
Industrials
6%
Financials
6%
Consumer Discretionary
3%
Communication Services
3%
Materials
2%
Health Care
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Park Capital Management, LLC / WI

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$587.3B
JPMORGAN CHASE & CO80 / 80$539.1B
ROYAL BANK OF CANADA80 / 80$164.9B
WELLS FARGO & COMPANY/MN80 / 80$162.3B
UBS Group AG80 / 80$159.6B
CWM, LLC80 / 80$7.1B
Farther Finance Advisors, LLC80 / 80$2.6B
BlackRock, Inc.79 / 80$2.4T

Ranked by how many of Park Capital Management, LLC / WI's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

161 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$15.9M21.3K
9.4%
36×
Added · +21K sh
2Invesco QQQ TR
UNIT SER 1
$15.6M21.2K
9.2%
New
New position
3Nvidia Corporation
COM
$12.0M60.0K
7.1%
−2.9%
Reduced · −2K sh
4Apple Inc
COM
$6.9M23.8K
4.1%
−2.0%
Reduced · −488 sh
5Sandisk Corp
COM
$6.8M3.0K
4.0%
New
New position
6Ishares TR
CORE S&P SCP ETF
$5.2M35.0K
3.1%
−44%
Reduced · −28K sh
7Micron Technology Inc
COM
$3.6M3.1K
2.1%
New
New position
8Western Digital Corp
COM
$3.1M4.9K
1.9%
New
New position
9Ishares TR
CORE S&P500 ETF
$3.0M4.0K
1.8%
−0.3%
Reduced · −14 sh
10Seagate Technology HLDNGS PL
ORD SHS
$2.9M3.0K
1.7%
New
New position
11Applied Matls Inc
COM
$2.8M3.9K
1.7%
+550%
Added · +3K sh
12State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$2.7M3.9K
1.6%
−0.1%
Reduced · −3 sh
13Advanced Micro Devices Inc
COM
$2.7M4.7K
1.6%
New
New position
14Lam Research Corp
COM NEW
$2.6M6.0K
1.5%
New
New position
15Intel Corp
COM
$2.6M18.5K
1.5%
New
New position
16Microsoft Corp
COM
$2.6M6.9K
1.5%
+0.3%
Added · +22 sh
17Teradyne Inc
COM
$2.5M5.1K
1.4%
New
New position
18Palo Alto Networks Inc
COM
$2.4M6.9K
1.4%
New
New position
19Corning Inc
COM
$2.3M9.2K
1.4%
New
New position
20Kla Corp
COM NEW
$2.3M7.7K
1.4%
47×
Added · +8K sh
21Comfort Sys USA Inc
COM
$2.3M1.1K
1.3%
New
New position
22Marvell Technology Inc
COM
$2.2M7.4K
1.3%
New
New position
23Berkshire Hathaway Inc Del
CL B NEW
$2.1M4.1K
1.2%
−6.1%
Reduced · −270 sh
24Alphabet Inc
CAP STK CL A
$2.1M5.8K
1.2%
+0.8%
Added · +44 sh
25Hewlett Packard Enterprise C
COM
$2.0M44.6K
1.2%
New
New position
26Dell Technologies Inc
CL C
$1.9M4.3K
1.1%
New
New position
27Ciena Corp
COM NEW
$1.8M3.7K
1.1%
New
New position
28Lumentum Hldgs Inc
COM
$1.8M2.0K
1.0%
New
New position
29Arm Holdings PLC
SPONSORED ADS
$1.7M4.8K
1.0%
New
New position
30Coherent Corp
COM
$1.6M4.1K
1.0%
New
New position
31Schwab Strategic TR
US LRG CAP ETF
$1.4M47.4K
0.8%
+6.4%
Added · +3K sh
32JPMorgan Chase & Co
COM
$1.4M4.2K
0.8%
−7.3%
Reduced · −334 sh
33Ishares TR
MSCI EAFE ETF
$1.3M12.5K
0.8%
Held
34Mge Energy Inc
COM
$1.2M14.2K
0.7%
+5.6%
Added · +759 sh
35Pimco ETF TR
MUNI INCOME OPP
$1.2M25.2K
0.7%
+3.1%
Added · +760 sh
36Tesla Inc
COM
$1.1M2.7K
0.7%
+0.8%
Added · +22 sh
37Walmart Inc
COM
$1.1M9.6K
0.6%
−3.7%
Reduced · −364 sh
38Amazon Com Inc
COM
$1.1M4.5K
0.6%
+2.9%
Added · +127 sh
39Johnson & Johnson
COM
$1.1M4.2K
0.6%
−7.6%
Reduced · −346 sh
40Broadcom Inc
COM
$987K2.6K
0.6%
+1.1%
Added · +29 sh
41Valero Energy Corp
COM
$891K3.4K
0.5%
+3.4%
Added · +111 sh
42Taiwan Semiconductor Manufac
SPONSORED ADS
$884K1.9K
0.5%
−9.2%
Reduced · −187 sh
43Home Depot Inc
COM
$834K2.4K
0.5%
+4.6%
Added · +104 sh
44Interactive Brokers Group In
COM CL A
$803K9.2K
0.5%
+3.5%
Added · +310 sh
45Alphabet Inc
CAP STK CL C
$803K2.3K
0.5%
−5.5%
Reduced · −133 sh
46Kroger Co
COM
$760K13.7K
0.4%
−6.5%
Reduced · −950 sh
47Cisco Sys Inc
COM
$684K5.8K
0.4%
+39%
Added · +2K sh
48Vanguard Index FDS
MID CAP ETF
$668K8.3K
0.4%
+298%
Added · +6K sh
49Arista Networks Inc
COM SHS
$634K3.7K
0.4%
−7.3%
Reduced · −293 sh
50Five Star Bancorp
COM
$628K12.9K
0.4%
New
New position
Showing 50 of 161 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 2026161$169.9M13F-HR
Q1 2026Mar 31, 2026Apr 15, 202675$102.7M13F-HR
Q4 2025Dec 31, 2025Jan 20, 202680$139.7M13F-HR
Q3 2025Sep 30, 2025Oct 16, 202574$125.0M13F-HR
Q2 2025Jun 30, 2025Jul 10, 202574$108.0M13F-HR
Q1 2025Mar 31, 2025Apr 22, 202560$85.6M13F-HR
Q4 2024Dec 31, 2024Jan 29, 202556$83.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.