Park Capital Management, LLC / WI Diversified Active

Location: Madison, WI

CIK: 0001998000 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 13, 2026

Total Value: $170M (100.0% shares, 0.0% debt)

Holdings (161)

New Positions (100)

QQQ INVESCO QQQ TR 9.2%
Value $15.58M Shares 21,163 Est. Cost $736.41 Unrealized
SNDK SANDISK CORP 4.0%
Value $6.769M Shares 2,977 Est. Cost $2273.73 Unrealized
MU MICRON TECHNOLOGY INC 2.1%
Value $3.58M Shares 3,101 Est. Cost $1154.42 Unrealized
WDC WESTERN DIGITAL CORP 1.9%
Value $3.146M Shares 4,925 Est. Cost $638.72 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 1.7%
Value $2.908M Shares 3,013 Est. Cost $965.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.6%
Value $2.704M Shares 4,655 Est. Cost $580.91 Unrealized
LRCX LAM RESEARCH CORP 1.5%
Value $2.612M Shares 6,027 Est. Cost $433.32 Unrealized
INTC INTEL CORP 1.5%
Value $2.582M Shares 18,494 Est. Cost $139.63 Unrealized
TER TERADYNE INC 1.4%
Value $2.461M Shares 5,086 Est. Cost $483.84 Unrealized
PANW PALO ALTO NETWORKS INC 1.4%
Value $2.361M Shares 6,924 Est. Cost $341.02 Unrealized
GLW CORNING INC 1.4%
Value $2.344M Shares 9,175 Est. Cost $255.43 Unrealized
FIX COMFORT SYS USA INC 1.3%
Value $2.262M Shares 1,141 Est. Cost $1982.38 Unrealized
MRVL MARVELL TECHNOLOGY INC 1.3%
Value $2.217M Shares 7,441 Est. Cost $297.90 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 1.2%
Value $2.011M Shares 44,589 Est. Cost $45.11 Unrealized
DELL DELL TECHNOLOGIES INC 1.1%
Value $1.876M Shares 4,348 Est. Cost $431.46 Unrealized
CIEN CIENA CORP 1.1%
Value $1.822M Shares 3,714 Est. Cost $490.56 Unrealized
LITE LUMENTUM HLDGS INC 1.0%
Value $1.756M Shares 2,046 Est. Cost $858.06 Unrealized
ARM ARM HOLDINGS PLC 1.0%
Value $1.694M Shares 4,779 Est. Cost $354.57 Unrealized
COHR COHERENT CORP 1.0%
Value $1.62M Shares 4,108 Est. Cost $394.47 Unrealized
FSBC FIVE STAR BANCORP 0.4%
Value $628K Shares 12,888 Est. Cost $48.69 Unrealized
HTB HOMETRUST BANCSHARES INC 0.4%
Value $600K Shares 12,025 Est. Cost $49.89 Unrealized
CENT CENTRAL GARDEN & PET CO 0.3%
Value $519K Shares 11,707 Est. Cost $44.34 Unrealized
IBOC INTERNATIONAL BANCSHARES COR 0.3%
Value $444K Shares 5,847 Est. Cost $75.95 Unrealized
MOG/A MOOG INC 0.3%
Value $442K Shares 1,043 Est. Cost $423.84 Unrealized
Q QNITY ELECTRONICS INC 0.3%
Value $439K Shares 2,688 Est. Cost $163.31 Unrealized
FDX FEDEX CORP 0.2%
Value $425K Shares 1,356 Est. Cost $313.13 Unrealized
ARI APOLLO COML REAL ESTATE FIN 0.2%
Value $422K Shares 39,544 Est. Cost $10.68 Unrealized
BHE BENCHMARK ELECTRS INC 0.2%
Value $413K Shares 4,182 Est. Cost $98.67 Unrealized
VNO VORNADO RLTY TR 0.2%
Value $410K Shares 10,441 Est. Cost $39.30 Unrealized
RDN RADIAN GROUP INC 0.2%
Value $406K Shares 10,781 Est. Cost $37.67 Unrealized
ECG EVERUS CONSTR GROUP 0.2%
Value $390K Shares 2,351 Est. Cost $165.95 Unrealized
BVN COMPANIA DE MINAS BUENAVENTU 0.2%
Value $388K Shares 13,247 Est. Cost $29.29 Unrealized
SITM SITIME CORP 0.2%
Value $370K Shares 496 Est. Cost $745.56 Unrealized
FOXA FOX CORP 0.2%
Value $356K Shares 6,820 Est. Cost $52.16 Unrealized
UNM UNUM GROUP 0.2%
Value $354K Shares 3,959 Est. Cost $89.40 Unrealized
USNA USANA HEALTH SCIENCES INC 0.2%
Value $345K Shares 16,166 Est. Cost $21.35 Unrealized
ASML ASML HLDG NV 0.2%
Value $330K Shares 166 Est. Cost $1989.44 Unrealized
NWSA NEWS CORP NEW 0.2%
Value $328K Shares 13,223 Est. Cost $24.83 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.2%
Value $311K Shares 14,549 Est. Cost $21.40 Unrealized
SNDR SCHNEIDER NATIONAL INC 0.2%
Value $306K Shares 8,378 Est. Cost $36.53 Unrealized
KFRC KFORCE INC 0.2%
Value $302K Shares 6,430 Est. Cost $46.92 Unrealized
BATRK ATLANTA BRAVES HLDGS INC 0.2%
Value $298K Shares 5,734 Est. Cost $51.90 Unrealized
CHEF CHEFS WHSE INC 0.2%
Value $295K Shares 3,072 Est. Cost $96.10 Unrealized
NAVI NAVIENT CORPORATION 0.2%
Value $292K Shares 34,343 Est. Cost $8.51 Unrealized
CRC CALIFORNIA RES CORP 0.2%
Value $284K Shares 5,372 Est. Cost $52.87 Unrealized
BOW BOWHEAD SPECIALTY HLDGS INC 0.2%
Value $282K Shares 9,435 Est. Cost $29.93 Unrealized
VIRT VIRTU FINL INC 0.2%
Value $280K Shares 4,701 Est. Cost $59.57 Unrealized
CXW CORECIVIC INC 0.2%
Value $278K Shares 9,137 Est. Cost $30.38 Unrealized
VICR VICOR CORP 0.2%
Value $276K Shares 727 Est. Cost $379.78 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.2%
Value $272K Shares 9,996 Est. Cost $27.21 Unrealized
CRM SALESFORCE INC 0.2%
Value $266K Shares 1,700 Est. Cost $156.66 Unrealized
DV DOUBLEVERIFY HLDGS INC 0.2%
Value $261K Shares 24,064 Est. Cost $10.84 Unrealized
CON CONCENTRA GROUP HOLDINGS PAR 0.2%
Value $258K Shares 8,687 Est. Cost $29.75 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value $258K Shares 3,577 Est. Cost $72.16 Unrealized
WHD CACTUS INC 0.2%
Value $256K Shares 4,993 Est. Cost $51.23 Unrealized
CASS CASS INFORMATION SYS INC 0.1%
Value $249K Shares 4,853 Est. Cost $51.32 Unrealized
CCNE CNB FINL CORP PA 0.1%
Value $248K Shares 7,360 Est. Cost $33.71 Unrealized
URI UNITED RENTALS INC 0.1%
Value $245K Shares 217 Est. Cost $1131.28 Unrealized
CGAU CENTERRA GOLD INC 0.1%
Value $243K Shares 15,325 Est. Cost $15.86 Unrealized
WKC WORLD KINECT CORPORATION 0.1%
Value $242K Shares 7,360 Est. Cost $32.94 Unrealized
HSTM HEALTHSTREAM INC 0.1%
Value $240K Shares 8,821 Est. Cost $27.25 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value $239K Shares 6,618 Est. Cost $36.13 Unrealized
GE GE AEROSPACE 0.1%
Value $238K Shares 637 Est. Cost $373.86 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.1%
Value $237K Shares 5,249 Est. Cost $45.12 Unrealized
SLB SLB LIMITED 0.1%
Value $229K Shares 4,926 Est. Cost $46.49 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC 0.1%
Value $228K Shares 41,750 Est. Cost $5.45 Unrealized
VRSK VERISK ANALYTICS INC 0.1%
Value $223K Shares 1,243 Est. Cost $179.55 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.1%
Value $221K Shares 4,251 Est. Cost $51.95 Unrealized
GRC GORMAN RUPP CO 0.1%
Value $221K Shares 2,406 Est. Cost $91.74 Unrealized
CNNE CANNAE HLDGS INC 0.1%
Value $213K Shares 14,803 Est. Cost $14.40 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value $213K Shares 2,000 Est. Cost $106.31 Unrealized
SHBI SHORE BANCSHARES INC 0.1%
Value $212K Shares 9,248 Est. Cost $22.95 Unrealized
BELFB BEL FUSE INC 0.1%
Value $212K Shares 637 Est. Cost $333.04 Unrealized
CNR CORE NATURAL RESOURCES INC 0.1%
Value $211K Shares 2,643 Est. Cost $80.02 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.1%
Value $211K Shares 3,839 Est. Cost $54.85 Unrealized
ETD ETHAN ALLEN INTERIORS INC 0.1%
Value $210K Shares 9,414 Est. Cost $22.34 Unrealized
UPS UNITED PARCEL SVCS INC 0.1%
Value $205K Shares 1,910 Est. Cost $107.50 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $204K Shares 2,866 Est. Cost $71.25 Unrealized
HMY HARMONY GOLD MNG LTD 0.1%
Value $191K Shares 12,584 Est. Cost $15.21 Unrealized
CHCT COMMUNITY HEALTHCARE TR INC 0.1%
Value $184K Shares 10,085 Est. Cost $18.28 Unrealized
AMCX AMC GLOBAL MEDIA INC 0.1%
Value $181K Shares 18,087 Est. Cost $9.98 Unrealized
OSPN ONESPAN INC 0.1%
Value $174K Shares 12,125 Est. Cost $14.35 Unrealized
OI O-I GLASS INC 0.1%
Value $167K Shares 17,303 Est. Cost $9.63 Unrealized
CARS CARS COM INC 0.1%
Value $163K Shares 14,884 Est. Cost $10.94 Unrealized
HDSN HUDSON TECHNOLOGIES INC 0.1%
Value $155K Shares 27,078 Est. Cost $5.74 Unrealized
BLMN BLOOMIN BRANDS INC 0.1%
Value $146K Shares 15,984 Est. Cost $9.14 Unrealized
HCKT HACKETT GROUP INC 0.1%
Value $142K Shares 13,185 Est. Cost $10.77 Unrealized
EXPI AGNT INC 0.1%
Value $138K Shares 25,539 Est. Cost $5.41 Unrealized
FBRT FRANKLIN BSP RLTY TR INC 0.1%
Value $130K Shares 16,013 Est. Cost $8.14 Unrealized
LILA LIBERTY LATIN AMERICA LTD 0.1%
Value $128K Shares 16,352 Est. Cost $7.84 Unrealized
LILAK LIBERTY LATIN AMERICA LTD 0.1%
Value $124K Shares 15,931 Est. Cost $7.79 Unrealized
RNW RENEW ENERGY GLOBAL PLC 0.1%
Value $120K Shares 19,188 Est. Cost $6.25 Unrealized
MBC MASTERBRAND INC 0.1%
Value $109K Shares 10,587 Est. Cost $10.29 Unrealized
MOMO HELLO GROUP INC 0.1%
Value $108K Shares 18,639 Est. Cost $5.80 Unrealized
LAR LITHIUM ARGENTINA AG 0.1%
Value $99,166 Shares 11,991 Est. Cost $8.27 Unrealized
MH MCGRAW HILL INC 0.1%
Value $98,706 Shares 10,423 Est. Cost $9.47 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value $56,619 Shares 10,220 Est. Cost $5.54 Unrealized
CXM SPRINKLR INC 0.0%
Value $53,741 Shares 10,415 Est. Cost $5.16 Unrealized
VRRM VERRA MOBILITY CORP 0.0%
Value $48,998 Shares 11,529 Est. Cost $4.25 Unrealized
WIT WIPRO LTD 0.0%
Value $25,481 Shares 11,325 Est. Cost $2.25 Unrealized

Increased Positions (25)

SPY STATE STR SPDR S&P 500 ETF T 9.4%
Value $15.91M (+4031.5%) Shares 21,300 (+3498.0%) Est. Cost $743.86 Unrealized
AMAT APPLIED MATLS INC 1.7%
Value $2.831M (+1275.1%) Shares 3,916 (+550.5%) Est. Cost $662.11 Unrealized
KLAC KLA CORP 1.4%
Value $2.316M (+859.2%) Shares 7,677 (+4581.1%) Est. Cost $326.50 Unrealized
CSCO CISCO SYS INC 0.4%
Value $684K (+110.1%) Shares 5,827 (+38.8%) Est. Cost $88.96 Unrealized
SCHX SCHWAB STRATEGIC TR 0.8%
Value $1.396M (+22.2%) Shares 47,441 (+6.4%) Est. Cost $23.96 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.5%
Value $803K (+34.3%) Shares 9,230 (+3.5%) Est. Cost $47.34 Unrealized
AVGO BROADCOM INC 0.6%
Value $987K (+23.4%) Shares 2,613 (+1.1%) Est. Cost $209.29 Unrealized
AMZN AMAZON COM INC 0.6%
Value $1.066M (+17.8%) Shares 4,471 (+2.9%) Est. Cost $206.70 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value $423K (+53.5%) Shares 4,911 (+678.3%) Est. Cost $128.45 Unrealized
LLY ELI LILLY & CO 0.3%
Value $586K (+32.6%) Shares 489 (+1.7%) Est. Cost $824.92 Unrealized
ADAM ADAMAS TRUST INC. 0.1%
Value $211K (+155.0%) Shares 22,500 (+100.1%) Est. Cost $8.37 Unrealized
MGEE MGE ENERGY INC 0.7%
Value $1.161M (+11.4%) Shares 14,238 (+5.6%) Est. Cost $93.62 Unrealized
NFLX NETFLIX INC. 0.3%
Value $434K (-21.2%) Shares 6,073 (+6.1%) Est. Cost $104.58 Unrealized
AHRT AH RLTY TR INC 0.1%
Value $246K (+80.1%) Shares 34,771 (+39.9%) Est. Cost $5.95 Unrealized
HD HOME DEPOT INC 0.5%
Value $834K (+12.2%) Shares 2,364 (+4.6%) Est. Cost $394.69 Unrealized
DAL DELTA AIR LINES INC 0.2%
Value $288K (+43.3%) Shares 3,073 (+1.7%) Est. Cost $62.97 Unrealized
V VISA INC 0.3%
Value $503K (+17.9%) Shares 1,467 (+3.8%) Est. Cost $299.97 Unrealized
VLO VALERO ENERGY CORP 0.5%
Value $891K (+8.9%) Shares 3,422 (+3.4%) Est. Cost $137.78 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value $668K (+11.5%) Shares 8,296 (+297.5%) Est. Cost $127.36 Unrealized
AMGN AMGEN INC 0.2%
Value $354K (+19.3%) Shares 978 (+15.9%) Est. Cost $296.52 Unrealized
ABBV ABBVIE INC 0.2%
Value $263K (+27.6%) Shares 1,046 (+10.3%) Est. Cost $206.60 Unrealized
NKE NIKE INC 0.2%
Value $292K (-15.6%) Shares 7,121 (+8.7%) Est. Cost $73.46 Unrealized
MINO PIMCO ETF TR 0.7%
Value $1.154M (+4.5%) Shares 25,209 (+3.1%) Est. Cost $45.32 Unrealized
META META PLATFORMS INC 0.4%
Value $606K (-0.5%) Shares 1,076 (+1.0%) Est. Cost $591.95 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $230K (+0.4%) Shares 246 (+7.0%) Est. Cost $961.93 Unrealized

Exited Positions (14)

Decreased Positions (20)

IJR ISHARES TR 3.1%
Value $5.185M (-33.3%) Shares 34,962 (-44.1%) Est. Cost $107.17 Unrealized
NVDA NVIDIA CORPORATION 7.1%
Value $12M (+11.4%) Shares 59,995 (-2.9%) Est. Cost $137.38 Unrealized
AAPL APPLE INC 4.1%
Value $6.897M (+11.7%) Shares 23,837 (-2.0%) Est. Cost $234.37 Unrealized
KR KROGER CO 0.4%
Value $760K (-28.2%) Shares 13,690 (-6.5%) Est. Cost $57.47 Unrealized
INTU INTUIT 0.2%
Value $329K (-46.0%) Shares 1,261 (-10.5%) Est. Cost $624.21 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.5%
Value $884K (+28.3%) Shares 1,850 (-9.2%) Est. Cost $191.13 Unrealized
WMT WALMART INC 0.6%
Value $1.082M (-12.2%) Shares 9,553 (-3.7%) Est. Cost $85.80 Unrealized
ANET ARISTA NETWORKS INC 0.4%
Value $634K (+28.3%) Shares 3,734 (-7.3%) Est. Cost $113.74 Unrealized
GOOG ALPHABET INC 0.5%
Value $803K (+16.4%) Shares 2,272 (-5.5%) Est. Cost $175.67 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value $499K (-14.2%) Shares 972 (-16.6%) Est. Cost $518.59 Unrealized
SHEL SHELL PLC 0.2%
Value $261K (-21.0%) Shares 3,370 (-5.2%) Est. Cost $62.65 Unrealized
SCHM SCHWAB STRATEGIC TR 0.4%
Value $619K (+10.5%) Shares 16,790 (-7.2%) Est. Cost $28.11 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value $1.064M (-4.0%) Shares 4,189 (-7.6%) Est. Cost $149.65 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value $1.386M (+3.1%) Shares 4,236 (-7.3%) Est. Cost $228.80 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value $2.069M (-2.0%) Shares 4,135 (-6.1%) Est. Cost $463.03 Unrealized
ORCL ORACLE CORP 0.1%
Value $228K (-13.6%) Shares 1,556 (-13.3%) Est. Cost $167.28 Unrealized
AVAH AVEANNA HEALTHCARE HLDGS INC 0.1%
Value $89,548 (+31.0%) Shares 10,449 (-1.5%) Est. Cost $8.26 Unrealized
MTA METALLA RTY & STREAMING LTD 0.1%
Value $92,408 (-18.1%) Shares 12,143 (-28.7%) Est. Cost $8.04 Unrealized
TGT TARGET CORP 0.3%
Value $530K (-3.3%) Shares 4,056 (-10.3%) Est. Cost $136.37 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value $261K (-2.2%) Shares 1,780 (-3.6%) Est. Cost $165.12 Unrealized

Unchanged Positions (16)