Park Capital Management, LLC / WI
Top Portfolio Positions
61 positions ·
$48,776,443 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
61,793 | $10,776,699 | 22.09% | |
| AAPL |
Apple Inc.
Technology
|
24,325 | $6,173,441 | 12.66% | |
| MSFT |
Microsoft Corp
Technology
|
6,894 | $2,551,951 | 5.23% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
3,895 | $2,402,280 | 4.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,405 | $2,110,876 | 4.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,740 | $1,650,594 | 3.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,570 | $1,344,311 | 2.76% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
9,917 | $1,232,484 | 2.53% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,535 | $1,108,535 | 2.27% | |
| KR |
Kroger Co
Consumer Defensive
|
14,640 | $1,059,350 | 2.17% |
Portfolio Trend
6 quarters · across all stocks
Holdings in MGEE
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,041,791 | 13,479 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,055,454 | 13,459 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,133,652 | 13,467 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,186,599 | 13,417 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,247,616 | 13,421 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,259,439 | 13,404 | Shares | Sole | 2025-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||