Park Edge Advisors, LLC
13F Reported Value
ⓘ$474.9M
incl. option notional
Equity Holdings
ⓘ$469.3M
Option Notional
ⓘ$5.7M
$4.2M puts / $1.5M calls
Holdings
154
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Park Edge Advisors, LLC disclosed 154 positions worth $474.9M in its Form 13F-HR for Q2 2026 — $469.3M in common stock plus $5.7M of put/call option positions (reported at underlying notional value, not premium at risk), led by $LECO (LINCOLN ELECTRIC HOLDINGS INC) at 35.7% of the equity portfolio. During the quarter the fund opened 20 new positions and exited 10 — including a new stake in $DOV and a full exit from $NFLX. The portfolio is most concentrated in Industrials (40.2% of disclosed assets). All figures are sourced directly from Park Edge Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1965659.
AI Fund Analysis
Diversifying
$LECO
$IVZ$IVZ
$WTSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 60.1#886
Quality
$167.6M631,144 sh SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF
—Quality
$16.3M772,287 sh- 58.1#1,040
Quality
$14.7M93,653 sh ISHARES TR - 0-5 YR TIPS ETF
—Quality
$13.7M134,243 sh- —
Quality
$12.6M139,544 sh - —
Quality
$11.0M195,510 sh SPDR SERIES TRUST - ST STR BLO 1 ETF
—Quality
$10.4M113,036 shSIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF
—Quality
$8.4M418,122 shSIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA
—Quality
$7.2M354,937 sh- —
Quality
$7.0M19,006 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| LINCOLN ELECTRIC HOLDINGS INC$LECO | 60.1#886 | $167.6M | 631,144 |
| SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF | — | $16.3M | 772,287 |
 DOVER Corp$DOV | 58.1#1,040 | $14.7M | 93,653 |
| ISHARES TR - 0-5 YR TIPS ETF | — | $13.7M | 134,243 |
| Invesco Ltd.$IVZ | — | $12.6M | 139,544 |
| Invesco Ltd.$IVZ | — | $11.0M | 195,510 |
| SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $10.4M | 113,036 |
| SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | — | $8.4M | 418,122 |
| SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA | — | $7.2M | 354,937 |
 SPDR GOLD TRUST$GLD | — | $7.0M | 19,006 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Park Edge Advisors, LLC's 154 positions.
Showing top 10 of 154 holdings.
Sector Allocation
Industrials
$188.5M
Other
$128.3M
Financials
$65.2M
Technology
$39.4M
Healthcare
$18.4M
Consumer Discretionary
$10.9M
Consumer Staples
$5.5M
Energy
$4.8M
Top Holdings — Park Edge Advisors, LLC (Q2 2026)
Top 150 of 154 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | $167.6M | 35.7% | +0% | 60.1 |
| 2 | — | SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF | $16.3M | 3.5% | +2% | — |
| 3 | $DOV | DOVER Corp | $14.7M | 3.1% | NEW | 58.1 |
| 4 | — | ISHARES TR - 0-5 YR TIPS ETF | $13.7M | 2.9% | +3% | — |
| 5 | $IVZ | Invesco Ltd. | $12.6M | 2.7% | +108% | — |
| 6 | $IVZ | Invesco Ltd. | $11.0M | 2.4% | +91% | — |
| 7 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $10.4M | 2.2% | -72% | — |
| 8 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | $8.4M | 1.8% | +2% | — |
| 9 | — | SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA | $7.2M | 1.5% | -7% | — |
| 10 | $GLD | SPDR GOLD TRUST | $7.0M | 1.5% | -28% | — |
| 11 | — | ISHARES TR - JPMORGAN USD EMG | $6.1M | 1.3% | +5% | — |
| 12 |  $ALPS | Alps Group Inc | $6.0M | 1.3% | +117% | — |
| 13 | $WT | WisdomTree, Inc. | $5.9M | 1.3% | +3% | 59.9 |
| 14 |  $XOM.R34088 | EXXON MOBIL CORP | $4.6M | 1.0% | +0% | 57.9 |
| 15 | — | EA SERIES TRUST - EA ASTORIA DYNMC | $4.4M | 0.9% | +1% | — |
| 16 |  $JNJ | JOHNSON & JOHNSON | $4.2M | 0.9% | +55% | 69 |
| 17 |  $IAU | ISHARES GOLD TRUST | $4.1M | 0.9% | -1% | — |
| 18 | — | CAMBRIA ETF TR - CAMBRIA FGN SHR | $4.0M | 0.8% | +237% | — |
| 19 |  $JPM | JPMORGAN CHASE & CO | $4.0M | 0.8% | -10% | 70.7 |
| 20 |  $AAPL | Apple Inc. | $3.9M | 0.8% | -4% | 76.4 |
| 21 | — | SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF | $3.6M | 0.8% | -6% | — |
| 22 |  $AMZN | AMAZON COM INC | $3.6M | 0.8% | +7% | 68.7 |
| 23 |  $COHR | COHERENT CORP. | $3.4M | 0.7% | -13% | 58.5 |
| 24 | — | SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC | $3.3M | 0.7% | +2% | — |
| 25 |  $MSFT | MICROSOFT CORP | $3.3M | 0.7% | +11% | 79.8 |
| 26 |  $WMT | Walmart Inc. | $3.3M | 0.7% | -7% | 60.2 |
| 27 |  $NVDA | NVIDIA CORP | $3.3M | 0.7% | +4% | 85.9 |
| 28 | $IVZ | Invesco Ltd. | $3.2M | 0.7% | NEW | — |
| 29 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | $3.1M | 0.7% | +4% | — |
| 30 | — | ISHARES TR - RUSSELL 2000 ETF | $3.1M | 0.7% | NEW | — |
| 31 | — | ISHARES TR - 1 3 YR TREAS BD | $3.1M | 0.7% | -0% | — |
| 32 |  $MU | MICRON TECHNOLOGY INC | $3.1M | 0.7% | NEW | 86.2 |
| 33 |  $CPER | United States Commodity Index Funds Trust | $2.9M | 0.6% | NEW | — |
| 34 |  $GOOGL | Alphabet Inc. | $2.9M | 0.6% | +35% | 78.2 |
| 35 |  $WELL | WELLTOWER INC. | $2.8M | 0.6% | +127% | 59.8 |
| 36 |  $GLW | CORNING INC /NY | $2.6M | 0.6% | NEW | 73.7 |
| 37 |  $AVGO | Broadcom Inc. | $2.6M | 0.6% | -13% | 84.5 |
| 38 |  $MS | MORGAN STANLEY | $2.6M | 0.5% | +0% | 75.8 |
| 39 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $2.5M | 0.5% | +12% | — |
| 40 |  $TJX | TJX COMPANIES INC /DE/ | $2.4M | 0.5% | -2% | 68.7 |
| 41 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.4M | 0.5% | +7% | — |
| 42 | — | SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | $2.4M | 0.5% | +13% | — |
| 43 |  $GE | GENERAL ELECTRIC CO | $2.4M | 0.5% | +2% | 73.8 |
| 44 | — | ISHARES TR - INTL SEL DIV ETF | $2.3M | 0.5% | +4% | — |
| 45 |  $GEV | GE Vernova Inc. | $2.3M | 0.5% | +4% | 81.1 |
| 46 |  $EMR | EMERSON ELECTRIC CO | $2.1M | 0.5% | +0% | 65.3 |
| 47 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.1M | 0.5% | +2% | — |
| 48 |  $META | Meta Platforms, Inc. | $2.0M | 0.4% | -14% | 79.6 |
| 49 |  $APH | AMPHENOL CORP /DE/ | $2.0M | 0.4% | NEW | 79.3 |
| 50 |  $SPY | SPDR S&P 500 ETF TRUST | $2.0M | 0.4% | +0% | — |
| 51 | $SPYPUT | SPDR S&P 500 ETF TRUST | $1.9M | — | NEW | — |
| 52 | $IVZ | Invesco Ltd. | $1.9M | 0.4% | +5% | — |
| 53 | — | SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM | $1.9M | 0.4% | +22% | — |
| 54 |  $RTX | RTX Corp | $1.9M | 0.4% | +21% | 73.2 |
| 55 |  $GS | GOLDMAN SACHS GROUP INC | $1.8M | 0.4% | +1% | 73.5 |
| 56 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.8M | 0.4% | +6% | — |
| 57 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $1.7M | 0.4% | +5% | — |
| 58 |  $PG | PROCTER & GAMBLE Co | $1.6M | 0.3% | -8% | 64.6 |
| 59 | — | SIMPLIFY EXCHANGE TRADED FUN - COMM ST NO K ETF | $1.6M | 0.3% | -1% | — |
| 60 |  $WFC | WELLS FARGO & COMPANY/MN | $1.5M | 0.3% | +13% | 61.8 |
| 61 |  $CAT | CATERPILLAR INC | $1.5M | 0.3% | NEW | 66.5 |
| 62 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | -47% | 73.8 |
| 63 |  $PM | Philip Morris International Inc. | $1.5M | 0.3% | +336% | 75.9 |
| 64 | — | ISHARES TR - 20 YR TR BD ETF | $1.5M | — | NEW | — |
| 65 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.3% | NEW | 70.3 |
| 66 | — | ISHARES TR - 20 YR TR BD ETF | $1.4M | — | NEW | — |
| 67 | — | ISHARES TR - MSCI ACWI EX US | $1.4M | 0.3% | -50% | — |
| 68 |  $GILD | GILEAD SCIENCES, INC. | $1.3M | 0.3% | NEW | 57.4 |
| 69 | — | SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD | $1.3M | 0.3% | +3% | — |
| 70 |  $LLY | ELI LILLY & Co | $1.3M | 0.3% | +8% | 87.5 |
| 71 |  $MCK | MCKESSON CORP | $1.3M | 0.3% | NEW | 63.4 |
| 72 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | $1.3M | 0.3% | -1% | — |
| 73 | — | ISHARES TR - S&P 100 ETF | $1.3M | 0.3% | -49% | — |
| 74 |  $STE | STERIS plc | $1.2M | 0.3% | +12% | — |
| 75 |  $PLTR | Palantir Technologies Inc. | $1.2M | 0.3% | +73% | 84.6 |
| 76 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.2M | 0.3% | -17% | — |
| 77 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.1M | 0.2% | +0% | 62.9 |
| 78 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $1.1M | 0.2% | +0% | 57.5 |
| 79 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $1.0M | 0.2% | +0% | — |
| 80 |  $DBB | INVESCO DB BASE METALS FUND | $952,239 | 0.2% | +15% | — |
| 81 | — | ISHARES TR - MSCI EAFE ETF | $932,676 | 0.2% | +4% | — |
| 82 |  $PEP | PEPSICO INC | $919,625 | 0.2% | +0% | 63.4 |
| 83 |  $CRS | CARPENTER TECHNOLOGY CORP | $916,624 | 0.2% | +0% | 64.6 |
| 84 |  $DUK | Duke Energy CORP | $882,032 | 0.2% | +114% | 56.4 |
| 85 |  $ABBV | AbbVie Inc. | $869,940 | 0.2% | -64% | 72.6 |
| 86 | — | SIMPLIFY EXCHANGE TRADED FUN - GOLD STRATEGY ET | $866,894 | 0.2% | -25% | — |
| 87 |  $BMY | BRISTOL MYERS SQUIBB CO | $828,633 | 0.2% | +0% | 70.4 |
| 88 |  $NEM | NEWMONT Corp /DE/ | $804,548 | 0.2% | -16% | 86.8 |
| 89 |  $IBIT | iShares Bitcoin Trust ETF | $799,260 | 0.2% | +4% | — |
| 90 |  $TSLA | Tesla, Inc. | $797,632 | 0.2% | -31% | 53.9 |
| 91 | — | ISHARES TR - MSCI EMG MKT ETF | $757,481 | 0.2% | +42% | — |
| 92 | $ALPS | Alps Group Inc | $742,198 | 0.2% | +0% | — |
| 93 | — | VANGUARD INDEX FDS - MID CAP ETF | $723,573 | 0.1% | +300% | — |
| 94 |  $HD | HOME DEPOT, INC. | $681,025 | 0.1% | +2% | 60.3 |
| 95 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $677,435 | 0.1% | -68% | 70 |
| 96 |  $AXTI | AXT INC | $660,397 | 0.1% | -38% | 43 |
| 97 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $630,615 | 0.1% | NEW | — |
| 98 |  $CW | CURTISS WRIGHT CORP | $617,574 | 0.1% | -1% | 69.5 |
| 99 | $COHRPUT | COHERENT CORP. | $591,705 | — | NEW | 58.5 |
| 100 |  $MRK | Merck & Co., Inc. | $562,573 | 0.1% | +5% | 59.9 |
| 101 | — | VANECK ETF TRUST - GOLD MINERS ETF | $541,806 | 0.1% | -15% | — |
| 102 |  $ADP | AUTOMATIC DATA PROCESSING INC | $523,147 | 0.1% | -13% | 69.8 |
| 103 | $WT | WisdomTree, Inc. | $497,407 | 0.1% | NEW | 59.9 |
| 104 |  $PFE | PFIZER INC | $491,617 | 0.1% | -9% | 62 |
| 105 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $489,235 | 0.1% | +10% | — |
| 106 | — | ISHARES TR - S&P SML 600 GWT | $464,360 | 0.1% | +0% | — |
| 107 |  $CSX | CSX CORP | $443,550 | 0.1% | +0% | 65.2 |
| 108 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $430,146 | 0.1% | +0% | 73.7 |
| 109 | — | ISHARES TR - RUS 1000 VAL ETF | $423,768 | 0.1% | +0% | — |
| 110 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $422,770 | 0.1% | +0% | — |
| 111 |  $CB | Chubb Ltd | $417,066 | 0.1% | +0% | — |
| 112 | — | ISHARES TR - PFD AND INCM SEC | $411,351 | 0.1% | +1% | — |
| 113 | — | PUTNAM ETF TRUST - FRANK OHIO ETF | $403,748 | 0.1% | +1% | — |
| 114 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $402,311 | 0.1% | +18% | — |
| 115 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $400,429 | 0.1% | +0% | — |
| 116 | — | ISHARES TR - RUSEL 2500 ETF | $399,140 | 0.1% | +28% | — |
| 117 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $395,879 | 0.1% | +1% | — |
| 118 |  $MCO | MOODYS CORP /DE/ | $395,852 | 0.1% | -21% | 79.1 |
| 119 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $392,705 | 0.1% | +0% | — |
| 120 | — | RBB FD INC - F/M US TREASURY | $379,709 | 0.1% | -23% | — |
| 121 | — | ISHARES TR - CORE S&P500 ETF | $379,687 | 0.1% | -16% | — |
| 122 | — | ISHARES TR - TIPS BD ETF | $375,381 | 0.1% | +23% | — |
| 123 |  $NN | NEXTNAV INC. | $373,039 | 0.1% | -7% | 12.7 |
| 124 |  $ABT | ABBOTT LABORATORIES | $370,983 | 0.1% | +1% | 65.5 |
| 125 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $347,719 | 0.1% | +0% | — |
| 126 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $343,375 | 0.1% | +3% | — |
| 127 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $330,107 | 0.1% | +1% | — |
| 128 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $317,178 | 0.1% | -16% | — |
| 129 | $AXTIPUT | AXT INC | $288,320 | — | NEW | 43 |
| 130 |  $NSC | NORFOLK SOUTHERN CORP | $283,131 | 0.1% | +0% | 63.2 |
| 131 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $281,872 | 0.1% | +1% | — |
| 132 | — | GLOBAL X FDS - EMERGING MKT GRT | $280,638 | 0.1% | +0% | — |
| 133 | — | J P MORGAN EXCHANGE TRADED F - US VALUE FACTR | $278,540 | 0.1% | +0% | — |
| 134 |  $GOOG | Alphabet Inc. | $273,041 | 0.1% | NEW | 78.2 |
| 135 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $269,900 | 0.1% | +0% | — |
| 136 |  $CVX | CHEVRON CORP | $265,548 | 0.1% | +0% | 62.8 |
| 137 | — | ALPS ETF TR - ACTIVE REIT ETF | $253,762 | 0.1% | +5% | — |
| 138 |  $COST | COSTCO WHOLESALE CORP /NEW | $252,581 | 0.1% | +0% | 66.2 |
| 139 |  $BTZ | BLACKROCK CREDIT ALLOCATION INCOME TRUST | $251,459 | 0.1% | +10% | — |
| 140 |  $AXP | AMERICAN EXPRESS CO | $244,229 | 0.1% | -21% | 69.4 |
| 141 |  $KEY | KEYCORP /NEW/ | $239,490 | 0.1% | +0% | 70.8 |
| 142 |  $SHW | SHERWIN WILLIAMS CO | $238,372 | 0.1% | +0% | 61.3 |
| 143 |  $MDT | Medtronic plc | $233,908 | 0.1% | +0% | 68.7 |
| 144 |  $T | AT&T INC. | $232,585 | 0.1% | -6% | 65.7 |
| 145 |  $CZR | Caesars Entertainment, Inc. | $226,350 | 0.1% | NEW | 44.5 |
| 146 |  $PAYX | PAYCHEX INC | $217,309 | 0.1% | +0% | 74.6 |
| 147 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $213,417 | 0.1% | +0% | 65.7 |
| 148 |  $MO | ALTRIA GROUP, INC. | $211,893 | 0.1% | NEW | 67.4 |
| 149 | — | ISHARES TR - S&P MC 400GR ETF | $209,268 | 0.0% | NEW | — |
| 150 |  $ORCL | ORACLE CORP | $202,007 | 0.0% | -85% | 67.9 |
New Positions (20)
$DOV DOVER Corp$14.7M$MU MICRON TECHNOLOGY INC$3.1M$CPER United States Commodity Index Funds Trust$2.9M$GLW CORNING INC /NY$2.6M$APH AMPHENOL CORP /DE/$2.0M$SPYPUT SPDR S&P 500 ETF TRUST$1.9M$CAT CATERPILLAR INC$1.5M$CSCO CISCO SYSTEMS, INC.$1.5M$GILD GILEAD SCIENCES, INC.$1.3M$MCK MCKESSON CORP$1.3M$COHRPUT COHERENT CORP.$591,705
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