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Park Capital Management, LLC / WI

Q1 2026 13F Holdings

  • Location
    madison, WI
  • Num holdings

    75

  • Value ($000)

    $102,693

  • Date Filed
    04/15/2026
  • Form type
    13F-HR
  • CIK
    0001998000
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HTRB

HARTFORD FDS EXCHANGE TRADED

TOTAL RTRN ETF
41653L305
$36.78M
36 %

1,090,006

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.78M
11 %

61,793

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$7.77M
8 %

62,541

A
AAPL

APPLE INC

COM
037833100
$6.17M
6 %

24,325

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$2.6M
3 %

3,987

M
MSFT

MICROSOFT CORP

COM
594918104
$2.55M
3 %

6,894

M
MDY

STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP
78467Y107
$2.4M
2 %

3,895

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$2.11M
2 %

4,405

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$1.65M
2 %

5,740

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$1.34M
1 %

4,570

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