Park State Asset Management — 13F Holdings

2026 Q1  ·  21 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Park State Asset Management maintained a portfolio of 21 distinct positions. The most significant new addition was STATE STR SPDR S&P 500 ETF T, now representing 0.17% of the total fund value. They heavily accumulated shares in ALIGN TECHNOLOGY INC, increasing the position by 22.1%. Conversely, Park State Asset Management completely exited their position in STELLANTIS N.V.
Position History hover any row below to update
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Park State Asset Management St. Cloud, MN RIA / Wealth Manager AUM $132M
PCA Score Concentration Risk
Risk ENB
Total Positions
21
Quarter
2026 Q1
Top Holding
GOOG (16.0%)
Top 10 Concentration
79.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-21 of 21

Park State Asset Management Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GOOG
ALPHABET INC
Communication Services 16.05% 15.77% #1
Prev: #1
6.5
-1,025 -1.4%
P
S
73,918 $21,204,117 2021 Q4 13F Filing 2026-03-31 2026-05-19
AMZN
AMAZON COM INC
Consumer Cyclical 11.80% 11.69% #2
Prev: #2
6.0
-654 -0.9%
P
S
74,854 $15,589,843 2021 Q4 13F Filing 2026-03-31 2026-05-19
AAPL
APPLE INC
Technology 10.23% 9.87% #3
Prev: #3
5.5
-870 -1.6%
P
S
53,271 $13,519,630 2021 Q4 13F Filing 2026-03-31 2026-05-19
TJX
TJX COS INC NEW
Consumer Cyclical 9.07% 7.87% #4 1
Prev: #5
4.6
-1,395 -1.8%
P
S
75,045 $11,984,687 2021 Q4 13F Filing 2026-03-31 2026-05-19
V
VISA INC
Financial Services 8.38% 8.74% #5 1
Prev: #4
4.4
-542 -1.5%
P
S
36,636 $11,072,865 2021 Q4 13F Filing 2026-03-31 2026-05-19
COST
COSTCO WHOLESAL...
Consumer Defensive 5.18% 4.03% #6 5
Prev: #11
2.6
-105 -1.5%
P
S
6,870 $6,845,474 2021 Q4 13F Filing 2026-03-31 2026-05-19
ADBE
ADOBE INC
Technology 5.07% 6.17% #7 1
Prev: #6
2.5
1,235 4.7%
P
S
27,538 $6,693,937 2022 Q1 13F Filing 2026-03-31 2026-05-19
RACE
FERRARI N V
Consumer Cyclical 4.63% 4.53% #8 1
Prev: #9
2.4
-181 -1.0%
P
S
18,085 $6,120,868 2021 Q4 13F Filing 2026-03-31 2026-05-19
MCO
MOODYS CORP
Financial Services 4.61% 4.82% #9 2
Prev: #7
2.3
-102 -0.7%
P
S
13,975 $6,096,594 2021 Q4 13F Filing 2026-03-31 2026-05-19
CPRT
COPART INC
Industrials 4.33% 4.57% #10 2
Prev: #8
2.2
-1,783 -1.0%
P
S
172,326 $5,721,223 2021 Q4 13F Filing 2026-03-31 2026-05-19
ALGN
ALIGN TECHNOLOG...
Healthcare 4.32% 2.86% #11 3
Prev: #14
4.2
6,024 22.1%
P
S
33,333 $5,714,276 2024 Q4 13F Filing 2026-03-31 2026-05-19
QLYS
QUALYS INC
Technology 3.86% 4.36% #12 2
Prev: #10
3.5
9,212 18.8%
P
S
58,123 $5,106,106 2025 Q1 13F Filing 2026-03-31 2026-05-19
DPZ
DOMINOS PIZZA I...
Consumer Cyclical 3.38% 2.94% #13
Prev: #13
3.4
1,910 18.1%
P
S
12,440 $4,463,348 2025 Q4 13F Filing 2026-03-31 2026-05-19
TREX
TREX INC
Industrials 2.64% 2.28% #14 2
Prev: #16
1.6
-1,210 -1.2%
P
S
95,688 $3,484,957 2021 Q4 13F Filing 2026-03-31 2026-05-19
DHR
DANAHER CORP DE...
Healthcare 2.50% 2.73% #15
Prev: #15
1.5
-405 -2.3%
P
S
17,388 $3,296,765 2021 Q4 13F Filing 2026-03-31 2026-05-19
MA
MASTERCARD INCO...
Financial Services 1.61% 1.59% #16 1
Prev: #17
1.1
108 2.6%
P
S
4,252 $2,124,554 2021 Q4 13F Filing 2026-03-31 2026-05-19
GOOGL
ALPHABET INC
Communication Services 0.85% 0.82% #17 2
Prev: #19
1.3
no change no change
P
S
3,900 $1,121,484 2021 Q4 13F Filing 2026-03-31 2026-05-19
ADP
AUTOMATIC DATA ...
Technology 0.81% 0.92% #18
Prev: #18
0.8
-80 -1.5%
P
S
5,252 $1,067,101 2021 Q4 13F Filing 2026-03-31 2026-05-19
AMT
AMERICAN TOWER ...
Real Estate 0.51% 0.46% #19 1
Prev: #20
1.2
no change no change
P
S
3,876 $668,920 2021 Q4 13F Filing 2026-03-31 2026-05-19
SPY
STATE STR SPDR ...
ETF 0.17% #20
Prev: #—
3.6
348
NEW
348 $226,318 2026 Q1 13F Filing 2026-03-31 2026-05-19
STLA
STELLANTIS N.V
Consumer Cyclical 0.00% 2.97%
Sold All 😨
(Was: #12)
0.0
-407,321 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2026-03-31 2026-05-19
Showing 1-21 of 21 holdings

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