PARK CIRCLE Co

data from 30/09/2025

Capitalization

$ 119.344 M 1.24 %

Average holding period

17 ans

Performance

$ 80.555 M 79.96 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PARK CIRCLE Co

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ABBV ABBVIE INC 14.06% 16.785 M $ 72495 2019/12/31 3.329 M $ 24.74 %
2025/09/30 TRV TRAVELERS COMPANIES INC 10.49% 12.516 M $ 44825 2014/03/31 523.556 K $ 4.37 %
2025/09/30 GS GOLDMAN SACHS GROUP 7.51% 8.959 M $ 11250 2014/03/31 996.750 K $ 12.52 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 5.05% 6.030 M $ 137205 2017/12/31 93.299 K $ 1.57 %
2025/09/30 SBUX STARBUCKS CORP 4.86% 5.805 M $ 68620 2014/03/31 -520.571 K $ -7.67 %
2025/09/30 TROW PRICE T ROWE GROUP INC 4.82% 5.752 M $ 56041 2016/03/31 425.778 K $ 6.36 %
2025/09/30 MO ALTRIA GROUP INC 4.76% 5.684 M $ 86050 2018/12/31 639.351 K $ 12.67 %
2025/09/30 MC MOELIS & CO 3.00% 3.579 M $ 50176 2016/09/30 451.583 K $ 14.44 %
2025/09/30 NVIDIA CORP 2.81% 3.358 M $ 18000 2021/03/31 200.130 K $ 18.10 %
2025/09/30 ORI OLD REP INTL CORP 2.81% 3.355 M $ 79000 2021/06/30 318.370 K $ 10.48 %
2025/09/30 PFE PFIZER INC 2.62% 3.127 M $ 122705 2020/12/31 103.540 K $ 5.12 %
2025/09/30 PBI PITNEY BOWES INC 2.35% 2.801 M $ 245505 2023/03/31 102.092 K $ 4.58 %
2025/09/30 AAPL APPLE INC 2.33% 2.775 M $ 10900 2022/12/31 539.114 K $ 24.11 %
2025/09/30 NVDA NVIDIA CORP 2.19% 2.612 M $ 14000 2014/06/30 400.260 K $ 18.10 %
2025/09/30 PM PHILIP MORRIS INTL INC 2.14% 2.554 M $ 15745 2019/09/30 -313.797 K $ -10.94 %
2025/09/30 CM CDN IMPERIAL BK COMM TORONTO 1.87% 2.237 M $ 28000 2015/03/31 253.680 K $ 12.79 %
2025/09/30 CG CARLYLE GROUP INC 1.83% 2.180 M $ 34765 2022/12/31 392.844 K $ 21.98 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 1.68% 2.003 M $ 7100 2020/09/30 -89.601 K $ -4.28 %
2025/09/30 TD TORONTO DOMINION BK ONT 1.62% 1.935 M $ 24200 2015/09/30 157.300 K $ 8.85 %
2025/09/30 SUN SUNOCO LP / SUNOCO FIN CORP 1.52% 1.818 M $ 36350 2021/06/30 -130.133 K $ -6.68 %
2025/09/30 BLACKSTONE GROUP LP 1.36% 1.623 M $ 9500 2019/06/30 202.064 K $ 14.22 %
2025/09/30 TU TELUS CORP 1.28% 1.531 M $ 97078 2019/12/31 -28.152 K $ -1.81 %
2025/09/30 XOM EXXON MOBIL CORP 1.27% 1.519 M $ 13468 2020/12/31 66.666 K $ 4.59 %
2025/09/30 COLB COLUMBIA BKG SYS INC 1.17% 1.400 M $ 54400 2024/06/30 128.383 K $ 10.09 %
2025/09/30 PRU PRUDENTIAL FINANCIAL INC 1.02% 1.218 M $ 11740 2020/06/30 -44.548 K $ -3.44 %
2025/09/30 MKC MCCORMICK & CO INC 0.94% 1.127 M $ 16850 2020/09/30 -150.133 K $ -11.75 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.91% 1.082 M $ 2764 2023/12/31 -148.039 K $ -12.03 %
2025/09/30 TFC TRUIST FINL CORP 0.85% 1.019 M $ 22285 2023/03/31 91.536 K $ 6.35 %
2025/09/30 CPT CAMDEN PPTY TR 0.83% 993.054 K $ 9300 2023/12/31 -54.962 K $ -5.24 %
2025/09/30 TSLX SIXTH STREET SPECIALITY LENDN 0.77% 917.715 K $ 40145 2021/06/30 -58.899 K $ -3.99 %
2025/09/30 WU WESTERN UN CO 0.69% 823.050 K $ 103010 2025/09/30 0.000 $ 0.00 %
2025/09/30 HAS HASBRO INC 0.64% 758.500 K $ 10000 2025/06/30 20.300 K $ 2.75 %
2025/09/30 NVIDIA CORP 0.63% 746.320 K $ 4000 2024/03/31 0.000 $ 0.00 %
2025/09/30 KMX CARMAX INC 0.58% 688.755 K $ 15350 2021/09/30 -150.794 K $ -33.24 %
2025/09/30 BNS BANK NOVA SCOTIA HALIFAX 0.57% 678.825 K $ 10500 2025/03/31 98.490 K $ 16.97 %
2025/09/30 ENB ENBRIDGE INC 0.57% 676.164 K $ 13400 2018/12/31 68.876 K $ 11.34 %
2025/09/30 BXSL BLACKSTONE SECD LENDING FD 0.52% 625.680 K $ 24000 2023/12/31 -112.320 K $ -15.22 %
2025/09/30 SPH SUBURBAN PROPANE PARTNERS L 0.52% 615.450 K $ 33000 2021/09/30 3.959 K $ 0.65 %
2025/09/30 TTE TOTALENERGIES SE 0.50% 596.900 K $ 10000 2021/06/30 -17.000 K $ -2.77 %
2025/09/30 LNC LINCOLN NATL CORP IND 0.49% 579.139 K $ 14360 2025/03/31 82.282 K $ 16.56 %
2025/09/30 BMY BRISTOL MYERS SQUIBB CO 0.44% 527.670 K $ 11700 2024/09/30 -13.922 K $ -2.57 %
2025/09/30 JPM JPMORGAN CHASE & CO 0.34% 410.059 K $ 1300 2014/06/30 33.175 K $ 8.80 %
2025/09/30 ARCC ARES CAP CORP 0.34% 408.200 K $ 20000 2020/06/30 -31.000 K $ -7.06 %
2025/09/30 NLY ANNALY CAPITAL MANAGEMENT IN 0.34% 404.200 K $ 20000 2025/06/30 27.800 K $ 7.39 %
2025/09/30 OBDC BLUE OWL CAPITAL CORPORATION 0.33% 395.947 K $ 31006 2021/12/31 -48.679 K $ -10.95 %
2025/09/30 AVGO BROADCOM INC 0.28% 329.910 K $ 1000 2020/03/31 54.260 K $ 19.68 %
2025/09/30 NWBI NORTHWEST BANCSHARES INC 0.27% 320.282 K $ 25850 2020/12/31 -10.081 K $ -3.05 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES 0.18% 218.992 K $ 2916 2023/03/31 3.003 K $ 1.39 %
2025/09/30 QCOM QUALCOMM INC 0.14% 166.360 K $ 1000 2016/03/31 7.100 K $ 4.46 %
2025/09/30 ETSY ETSY INC 0.14% 165.975 K $ 2500 2016/06/30 40.575 K $ 32.36 %
2025/09/30 TFSL TFS FINL CORP 0.11% 130.548 K $ 9905 2023/03/31 2.278 K $ 1.78 %
2025/09/30 MS MORGAN STANLEY 0.11% 127.168 K $ 800 2014/06/30 14.479 K $ 12.85 %
2025/09/30 RBLX ROBLOX CORP 0.09% 110.816 K $ 800 2024/06/30 26.656 K $ 31.67 %
2025/09/30 SHOP SHOPIFY INC 0.08% 96.636 K $ 650 2022/09/30 21.619 K $ 28.92 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES 0.08% 91.210 K $ 500 2020/09/30 23.049 K $ 33.82 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.05% 61.460 K $ 400 2018/06/30 -2.267 K $ -3.56 %
2025/09/30 ADT ADT INC 0.05% 60.500 K $ 6946 2019/06/30 64.307 K $ 2.83 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.04% 49.921 K $ 100 2021/12/31 3.606 K $ 7.79 %
2025/09/30 CVS CVS HEALTH CORP 0.04% 45.234 K $ 600 2019/03/31 6.409 K $ 9.29 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.03% 32.358 K $ 200 2025/03/31 3.977 K $ 14.02 %
2025/09/30 GLAXOSMITHKLINE PLC 0.02% 20.717 K $ 480 2014/03/31 3.807 K $ 12.40 %
2025/09/30 SPRY ARS PHARMACEUTICALS INC 0.02% 20.100 K $ 2000 2023/09/30 -14.799 K $ -42.41 %
2025/09/30 GNRC GENERAC HLDGS INC 0.01% 16.740 K $ 100 2023/03/31 2.419 K $ 16.89 %
2025/09/30 BBY BEST BUY INC 0.01% 15.124 K $ 200 2025/06/30 1.698 K $ 12.65 %
2025/09/30 AQST AQUESTIVE THERAPEUTICS 0.01% 13.975 K $ 2500 2024/12/31 3.419 K $ 68.88 %
2025/09/30 EXAS EXACT SCIENCES CORP 0.01% 10.942 K $ 200 2024/06/30 314.000 $ 2.95 %
2025/09/30 HLN HALEON PLC 0.00% 5.382 K $ 600 2022/09/30 -1.399 K $ -13.50 %
2025/09/30 ANIX ANIXA BIOSCIENCES INC 0.00% 1.650 K $ 500 2023/09/30 0.000 $ 0.00 %
2025/09/30 DESKTOP METAL INC 0.00% 992.000 $ 200 2023/03/31 0.000 $ 0.00 %
2025/09/30 CPB CAMPBELL SOUP CO 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 CUZ COUSINS PPTYS INC 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2025/09/30 DOW DOW INC 0.00% 0.000 $ 0 2020/03/31 0.000 $ 0.00 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.00% 0.000 $ 0 2020/06/30 0.000 $ 0.00 %
2025/09/30 HBAN HUNTINGTON BANCSHARES 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %
2025/09/30 INTC INTEL CORP 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2025/09/30 IP INTL PAPER CO 0.00% 0.000 $ 0 2020/03/31 0.000 $ 0.00 %
2025/09/30 KSS KOHLS CORP 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 LW LAMB WESTON HLDGS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 LEG LEGGETT & PLATT INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 LDOS LEIDOS HOLDINGS INC 0.00% 0.000 $ 0 2021/06/30 0.000 $ 0.00 %
2025/09/30 LYG LLOYDS BANKING GROUP PLC 0.00% 0.000 $ 0 2015/03/31 0.000 $ 0.00 %
2025/09/30 NKE NIKE INC 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2025/09/30 SWK STANLEY BLACK & DECKER INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SLVM SYLVAMO CORP 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %
2025/09/30 CGBD CARLYLE SECURED LENDING INC 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2025/09/30 UTZ UTZ BRANDS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 CITIGROUP INC 0.00% 0.000 $ 0 2017/09/30 0.000 $ 0.00 %
2025/09/30 RITM RITHM CAPITAL CORP 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %
2025/09/30 DX DYNEX CAP INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 QYLD GLOBAL X FDS 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 APP APPLOVIN CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 GEV GE VERNOVA INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 MRK MERCK & CO INC 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/09/30 KAR OPENLANE INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 HPQ HP INC 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %
2025/09/30 FOXA FOX CORP 0.00% 0.000 $ 0 2020/03/31 0.000 $ 0.00 %
2025/09/30 ASML ASML HOLDING NV 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 PALANTIR TECHNOLOGIES 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %