Park Capital Management, LLC / WI as of March 31, 2025
Portfolio Holdings for Park Capital Management, LLC / WI
Park Capital Management, LLC / WI holds 60 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 34.0 | $29M | 860k | 33.86 | |
| NVIDIA Corporation (NVDA) | 8.4 | $7.2M | 66k | 108.38 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 7.0 | $6.0M | 57k | 104.57 | |
| Apple (AAPL) | 6.7 | $5.8M | 26k | 222.13 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $3.0M | 5.3k | 561.90 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $2.6M | 4.9k | 532.55 | |
| Microsoft Corporation (MSFT) | 3.1 | $2.6M | 7.0k | 375.39 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.3 | $2.0M | 3.7k | 533.48 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $1.4M | 5.7k | 245.29 | |
| MGE Energy (MGEE) | 1.5 | $1.2M | 13k | 92.96 | |
| Kroger (KR) | 1.3 | $1.1M | 17k | 67.69 | |
| Home Depot (HD) | 1.2 | $1.1M | 2.9k | 366.47 | |
| Johnson & Johnson (JNJ) | 1.2 | $1.1M | 6.4k | 165.84 | |
| Wal-Mart Stores (WMT) | 1.1 | $980k | 11k | 87.79 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $942k | 1.7k | 548.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $919k | 5.9k | 154.63 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.1 | $909k | 41k | 22.08 | |
| Amazon (AMZN) | 0.9 | $804k | 4.2k | 190.28 | |
| Intuit (INTU) | 0.9 | $796k | 1.3k | 614.01 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $792k | 9.7k | 81.73 | |
| Target Corporation (TGT) | 0.9 | $745k | 7.1k | 104.36 | |
| Netflix (NFLX) | 0.8 | $645k | 692.00 | 932.53 | |
| Tesla Motors (TSLA) | 0.7 | $628k | 2.4k | 259.16 | |
| Meta Platforms Cl A (META) | 0.7 | $617k | 1.1k | 576.38 | |
| Visa Com Cl A (V) | 0.7 | $606k | 1.7k | 350.46 | |
| Valero Energy Corporation (VLO) | 0.7 | $602k | 4.6k | 132.07 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $540k | 2.1k | 257.03 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $506k | 2.0k | 258.62 | |
| Bank of America Corporation (BAC) | 0.6 | $483k | 12k | 41.73 | |
| Arista Networks Com Shs (ANET) | 0.6 | $482k | 6.2k | 77.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $482k | 3.1k | 156.23 | |
| Nike CL B (NKE) | 0.5 | $433k | 6.8k | 63.48 | |
| Procter & Gamble Company (PG) | 0.5 | $431k | 2.5k | 170.42 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $404k | 15k | 26.20 | |
| Broadcom (AVGO) | 0.4 | $383k | 2.3k | 167.40 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.4 | $381k | 6.6k | 57.30 | |
| Eli Lilly & Co. (LLY) | 0.4 | $379k | 459.00 | 825.15 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $368k | 2.2k | 165.58 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $350k | 2.1k | 166.00 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.4 | $350k | 2.5k | 140.39 | |
| Amgen (AMGN) | 0.4 | $343k | 1.1k | 311.64 | |
| Shell Spon Ads (SHEL) | 0.4 | $325k | 4.4k | 73.28 | |
| Owens Corning (OC) | 0.4 | $318k | 2.2k | 142.84 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $316k | 565.00 | 559.39 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $316k | 1.4k | 221.75 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.4 | $316k | 3.4k | 92.79 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $311k | 3.7k | 83.28 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $291k | 795.00 | 366.54 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $283k | 2.4k | 118.93 | |
| Blackrock (BLK) | 0.3 | $277k | 293.00 | 946.48 | |
| American Express Company (AXP) | 0.3 | $276k | 1.0k | 269.12 | |
| McDonald's Corporation (MCD) | 0.3 | $263k | 843.00 | 312.37 | |
| Oracle Corporation (ORCL) | 0.3 | $259k | 1.9k | 139.80 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $258k | 1.3k | 199.49 | |
| Badger Meter (BMI) | 0.3 | $251k | 1.3k | 190.19 | |
| Costco Wholesale Corporation (COST) | 0.3 | $251k | 265.00 | 945.78 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $242k | 4.1k | 58.35 | |
| Travelers Companies (TRV) | 0.3 | $239k | 905.00 | 264.46 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $230k | 620.00 | 370.82 | |
| Banco Santander Adr (SAN) | 0.1 | $71k | 11k | 6.70 |