Park Edge Advisors, LLC
Sector Allocation
- Industrials41.3%$193.8M
- Other27.3%$128.3M
- Financials13.9%$65.2M
- Technology7.1%$33.3M
- Healthcare3.9%$18.4M
- Consumer Staples1.9%$9.1M
- Consumer Discretionary1.7%$7.9M
- Energy1.0%$4.8M
- Materials1.0%$4.6M
- Real Estate0.6%$2.8M
AUM History
13fpro.ai/research/fund/park-edge-advisors-llc-1965659
Conviction and streaks
Diversifying · top 10 = 57.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
LECO
$167.6M- SIMPLIFY$16.3M
DOV
$14.7M- ISHARES$13.7M
IVZ
$12.6M- $11.0M
- SPDR$10.4M
- SIMPLIFY$8.4M
- SIMPLIFY$7.2M
GLD
$7.0M- ISHARES$6.1M
ALPS
$6.0MWT
$5.9MXOM.R34088
$4.6M- EA$4.4M
JNJ
$4.2MIAU
$4.1M- CAMBRIA$4.0M
JPM
$4.0MAAPL
$3.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/park-edge-advisors-llc-1965659
Park Edge Advisors, LLC 13F holdings — Q2 2026
$474.9M portfolio (+9.5% QoQ) · 154 holdings · Q2 2026 13F · top 10 are 57% of the stock portfolio
Includes $5.7M of put/call options ($4.2M puts, $1.5M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $469.3M. Weights use the stock portfolio.
$167.6M
35.7% of stocks
No changeThis quarter+3.0%Since filed7+ qtrsHeld- 2
SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF
$16.3M
3.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $14.7M
3.1% of stocks
NewThis quarter-5.5%Since filedNew this quarterHeld- 4
ISHARES TR - 0-5 YR TIPS ETF
$13.7M
2.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $12.6M
2.7% of stocks
+108%This quarter+0.5%Since filed7+ qtrsHeld$11.0M
2.4% of stocks
+91%This quarter+0.5%Since filed7+ qtrsHeld- 7
SPDR SERIES TRUST - ST STR BLO 1 ETF
$10.4M
2.2% of stocks
-72%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF
$8.4M
1.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA
$7.2M
1.5% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— $7.0M
1.5% of stocks
-28%This quarter+0.2%Since filed7+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $167.6M | 35.7% | No change | +3.0% | 7+ qtrs | 61.4#786 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF | $16.3M | 3.5% | +2% | — | — | — | — | |
| 3 | $14.7M | 3.1% | New | -5.5% | New this quarter | 59.5#925 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR - 0-5 YR TIPS ETF | $13.7M | 2.9% | +3% | — | — | — | — | |
| 5 | $12.6M | 2.7% | +108% | +0.5% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $11.0M | 2.4% | +91% | +0.5% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 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 | $7.0M | 1.5% | -28% | +0.2% | 7+ qtrsTrimmed 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Park Edge Advisors, LLC (Q2 2026)
154 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - JPMORGAN USD EMGetf/fund | — | $6.1M | 1.3% | 64K | +5% | — | — | 13F |
| 12 | Alps Group Incetf/fund | Healthcare | $6.0M | 1.3% | 127K | +117% | 7+ qtrs | — | 13F | |
| 13 | WisdomTree, Inc. | Financials | $5.9M | 1.3% | 234K | +3% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | EXXON MOBIL CORP | Energy | $4.6M | 1.0% | 33K | +0.3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | EA SERIES TRUST - EA ASTORIA DYNMC | — | $4.4M | 0.9% | 175K | +1% | — | — | 13F |
| 16 | JOHNSON & JOHNSON | Healthcare | $4.2M | 0.9% | 17K | +55% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ISHARES GOLD TRUSTetf/fund | Financials | $4.1M | 0.9% | 55K | -1% | 6 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | CAMBRIA ETF TR - CAMBRIA FGN SHRetf/fund | — | $4.0M | 0.8% | 110K | +237% | — | — | 13F |
| 19 | JPMORGAN CHASE & CO | Financials | $4.0M | 0.8% | 12K | -10% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Apple Inc. | Technology | $3.9M | 0.8% | 14K | -4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETFetf/fund | — | $3.6M | 0.8% | 120K | -6% | — | — | 13F |
| 22 | AMAZON COM INC | Consumer Discretionary | $3.6M | 0.8% | 15K | +7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | COHERENT CORP. | Technology | $3.4M | 0.7% | 8,609 | -13% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC | — | $3.3M | 0.7% | 142K | +2% | — | — | 13F |
| 25 | MICROSOFT CORP | Technology | $3.3M | 0.7% | 8,923 | +11% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WMT | Walmart Inc. | Consumer Staples | $3.3M | 0.7% | 29K | -7% | |||
| 27 | $NVDA | NVIDIA CORP | Technology | $3.3M | 0.7% | 16K | +4% | |||
| 28 | $IVZ | Invesco Ltd. | Financials | $3.2M | 0.7% | 20K | New | |||
| 29 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | — | $3.1M | 0.7% | 64K | +4% | |||
| 30 | — | ISHARES TR - RUSSELL 2000 ETF | — | $3.1M | 0.7% | 10K | New | |||
| 31 | — | ISHARES TR - 1 3 YR TREAS BD | — | $3.1M | 0.7% | 38K | -0.5% | |||
| 32 | $MU | MICRON TECHNOLOGY INC | Technology | $3.1M | 0.7% | 2,654 | New | |||
| 33 | $CPER | United States Commodity Index Funds Trust | Financials | $2.9M | 0.6% | 77K | New | |||
| 34 | $GOOG | Alphabet Inc. | Technology | $2.9M | 0.6% | 8,137 | +35% | |||
| 35 | $WELL | WELLTOWER INC. | Real Estate | $2.8M | 0.6% | 12K | +127% | |||
| 36 | $GLW | CORNING INC /NY | Materials | $2.6M | 0.6% | 10K | New | |||
| 37 | $AVGO | Broadcom Inc. | Technology | $2.6M | 0.6% | 6,831 | -13% | |||
| 38 | $MS | MORGAN STANLEY | Financials | $2.6M | 0.5% | 12K | +0.5% | |||
| 39 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $2.5M | 0.5% | 55K | +12% | |||
| 40 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.4M | 0.5% | 16K | -2% | |||
| 41 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $2.4M | 0.5% | 6,427 | +7% | |||
| 42 | — | SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | — | $2.4M | 0.5% | 92K | +13% | |||
| 43 | $GE | GENERAL ELECTRIC CO | Industrials | $2.4M | 0.5% | 6,318 | +2% | |||
| 44 | — | ISHARES TR - INTL SEL DIV ETF | — | $2.3M | 0.5% | 56K | +4% | |||
| 45 | $GEV | GE Vernova Inc. | Industrials | $2.3M | 0.5% | 1,937 | +4% | |||
| 46 | $EMR | EMERSON ELECTRIC CO | Industrials | $2.1M | 0.5% | 15K | — | |||
| 47 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.1M | 0.5% | 67K | +2% | |||
| 48 | $META | Meta Platforms, Inc. | Technology | $2.0M | 0.4% | 3,568 | -14% | |||
| 49 | $APH | AMPHENOL CORP /DE/ | Technology | $2.0M | 0.4% | 11K | New | |||
| 50 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.0M | 0.4% | 2,666 | +0.1% | |||
| 51 | $SPY PUT | SPDR S&P 500 ETF TRUST | — | $1.9M | — | 2,600 | New | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $1.9M | 0.4% | 38K | +5% | |||
| 53 | — | SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM | — | $1.9M | 0.4% | 119K | +22% | |||
| 54 | $RTX | RTX Corp | Industrials | $1.9M | 0.4% | 10K | +21% | |||
| 55 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.8M | 0.4% | 1,782 | +0.8% | |||
| 56 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.8M | 0.4% | 30K | +6% | |||
| 57 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $1.7M | 0.4% | 72K | +5% | |||
| 58 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.6M | 0.3% | 11K | -8% | |||
| 59 | — | SIMPLIFY EXCHANGE TRADED FUN - COMM ST NO K ETF | — | $1.6M | 0.3% | 53K | -0.9% | |||
| 60 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.5M | 0.3% | 18K | +13% | |||
| 61 | $CAT | CATERPILLAR INC | Industrials | $1.5M | 0.3% | 1,390 | New | |||
| 62 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.3% | 2,946 | -47% | |||
| 63 | $PM | Philip Morris International Inc. | Consumer Staples | $1.5M | 0.3% | 8,122 | +336% | |||
| 64 | — CALL | ISHARES TR - 20 YR TR BD ETF | — | $1.5M | — | 17K | New | |||
| 65 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.5M | 0.3% | 12K | New | |||
| 66 | — PUT | ISHARES TR - 20 YR TR BD ETF | — | $1.4M | — | 16K | New | |||
| 67 | — | ISHARES TR - MSCI ACWI EX US | — | $1.4M | 0.3% | 18K | -50% | |||
| 68 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.3M | 0.3% | 11K | New | |||
| 69 | — | SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD | — | $1.3M | 0.3% | 31K | +3% | |||
| 70 | $LLY | ELI LILLY & Co | Healthcare | $1.3M | 0.3% | 1,061 | +8% | |||
| 71 | $MCK | MCKESSON CORP | Consumer Staples | $1.3M | 0.3% | 1,672 | New | |||
| 72 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | — | $1.3M | 0.3% | 47K | -0.8% | |||
| 73 | — | ISHARES TR - S&P 100 ETF | — | $1.3M | 0.3% | 3,422 | -49% | |||
| 74 | $STE | STERIS plc | Healthcare | $1.2M | 0.3% | 5,887 | +12% | |||
| 75 | $PLTR | Palantir Technologies Inc. | Technology | $1.2M | 0.3% | 11K | +73% | |||
| 76 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.2M | 0.3% | 22K | -17% | |||
| 77 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $1.1M | 0.2% | 2,250 | — | |||
| 78 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $1.1M | 0.2% | 10K | — | |||
| 79 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $1.0M | 0.2% | 36K | — | |||
| 80 | $DBB | INVESCO DB BASE METALS FUND | Financials | $952K | 0.2% | 40K | +15% | |||
| 81 | — | ISHARES TR - MSCI EAFE ETF | — | $933K | 0.2% | 8,978 | +4% | |||
| 82 | $PEP | PEPSICO INC | Consumer Staples | $920K | 0.2% | 6,792 | — | |||
| 83 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $917K | 0.2% | 1,486 | — | |||
| 84 | $DUK | Duke Energy CORP | Utilities | $882K | 0.2% | 6,968 | +114% | |||
| 85 | $ABBV | AbbVie Inc. | Healthcare | $870K | 0.2% | 3,457 | -64% | |||
| 86 | — | SIMPLIFY EXCHANGE TRADED FUN - GOLD STRATEGY ET | — | $867K | 0.2% | 28K | -25% | |||
| 87 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $829K | 0.2% | 14K | — | |||
| 88 | $NEM | NEWMONT Corp /DE/ | Materials | $805K | 0.2% | 8,614 | -16% | |||
| 89 | $IBIT | iShares Bitcoin Trust ETF | Financials | $799K | 0.2% | 24K | +4% | |||
| 90 | $TSLA | Tesla, Inc. | Consumer Discretionary | $798K | 0.2% | 1,896 | -31% | |||
| 91 | — | ISHARES TR - MSCI EMG MKT ETF | — | $757K | 0.2% | 11K | +42% | |||
| 92 | $ALPS | Alps Group Inc | Healthcare | $742K | 0.2% | 13K | — | |||
| 93 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $724K | 0.1% | 8,981 | +300% | |||
| 94 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $681K | 0.1% | 1,931 | +2% | |||
| 95 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $677K | 0.1% | 2,409 | -68% | |||
| 96 | $AXTI | AXT INC | Technology | $660K | 0.1% | 9,162 | -38% | |||
| 97 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $631K | 0.1% | 918 | New | |||
| 98 | $CW | CURTISS WRIGHT CORP | Industrials | $618K | 0.1% | 815 | -1% | |||
| 99 | $COHR PUT | COHERENT CORP. | Technology | $592K | — | 1,500 | New | |||
| 100 | $MRK | Merck & Co., Inc. | Healthcare | $563K | 0.1% | 4,378 | +5% | |||
| 101 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $542K | 0.1% | 7,181 | -15% | |||
| 102 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $523K | 0.1% | 2,336 | -13% | |||
| 103 | $WT | WisdomTree, Inc. | Financials | $497K | 0.1% | 9,879 | New | |||
| 104 | $PFE | PFIZER INC | Healthcare | $492K | 0.1% | 20K | -9% | |||
| 105 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $489K | 0.1% | 12K | +10% | |||
| 106 | — | ISHARES TR - S&P SML 600 GWT | — | $464K | 0.1% | 2,600 | — | |||
| 107 | $CSX | CSX CORP | Industrials | $444K | 0.1% | 9,332 | — | |||
| 108 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $430K | 0.1% | 1,747 | — | |||
| 109 | — | ISHARES TR - RUS 1000 VAL ETF | — | $424K | 0.1% | 1,748 | — | |||
| 110 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $423K | 0.1% | 2,889 | +0.1% | |||
| 111 | $CB | Chubb Ltd | Financials | $417K | 0.1% | 1,224 | — | |||
| 112 | — | ISHARES TR - PFD AND INCM SEC | — | $411K | 0.1% | 13K | +1.0% | |||
| 113 | — | PUTNAM ETF TRUST - FRANK OHIO ETF | — | $404K | 0.1% | 48K | +0.9% | |||
| 114 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $402K | 0.1% | 9,753 | +18% | |||
| 115 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $400K | 0.1% | 3,133 | — | |||
| 116 | — | ISHARES TR - RUSEL 2500 ETF | — | $399K | 0.1% | 4,356 | +28% | |||
| 117 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $396K | 0.1% | 22K | +1% | |||
| 118 | $MCO | MOODYS CORP /DE/ | Financials | $396K | 0.1% | 874 | -21% | |||
| 119 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $393K | 0.1% | 2,485 | — | |||
| 120 | — | RBB FD INC - F/M US TREASURY | — | $380K | 0.1% | 7,615 | -23% | |||
| 121 | — | ISHARES TR - CORE S&P500 ETF | — | $380K | 0.1% | 507 | -16% | |||
| 122 | — | ISHARES TR - TIPS BD ETF | — | $375K | 0.1% | 3,430 | +23% | |||
| 123 | $NN | NEXTNAV INC. | Technology | $373K | 0.1% | 21K | -7% | |||
| 124 | $ABT | ABBOTT LABORATORIES | Healthcare | $371K | 0.1% | 4,088 | +1% | |||
| 125 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $348K | 0.1% | 1,431 | — | |||
| 126 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $343K | 0.1% | 4,100 | +3% | |||
| 127 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $330K | 0.1% | 1,104 | +1% | |||
| 128 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $317K | 0.1% | 431 | -16% | |||
| 129 | $AXTI PUT | AXT INC | Technology | $288K | — | 4,000 | New | |||
| 130 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $283K | 0.1% | 900 | — | |||
| 131 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $282K | 0.1% | 5,820 | +0.5% | |||
| 132 | — | GLOBAL X FDS - EMERGING MKT GRT | — | $281K | 0.1% | 7,455 | — | |||
| 133 | — | J P MORGAN EXCHANGE TRADED F - US VALUE FACTR | — | $279K | 0.1% | 4,750 | — | |||
| 134 | $GOOGL | Alphabet Inc. | Technology | $273K | 0.1% | 764 | New | |||
| 135 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $270K | 0.1% | 1,141 | +0.3% | |||
| 136 | $CVX | CHEVRON CORP | Energy | $266K | 0.1% | 1,602 | — | |||
| 137 | — | ALPS ETF TR - ACTIVE REIT ETF | — | $254K | 0.1% | 8,353 | +5% | |||
| 138 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $253K | 0.1% | 270 | — | |||
| 139 | $BTZ | BLACKROCK CREDIT ALLOCATION INCOME TRUST | — | $251K | 0.1% | 25K | +10% | |||
| 140 | $AXP | AMERICAN EXPRESS CO | Financials | $244K | 0.1% | 722 | -21% | |||
| 141 | $KEY | KEYCORP /NEW/ | Financials | $239K | 0.1% | 10K | — | |||
| 142 | $SHW | SHERWIN WILLIAMS CO | Materials | $238K | 0.1% | 692 | — | |||
| 143 | $MDT | Medtronic plc | Healthcare | $234K | 0.1% | 2,990 | — | |||
| 144 | $T | AT&T INC. | Communication Services | $233K | 0.1% | 11K | -6% | |||
| 145 | $CZR | Caesars Entertainment, Inc. | Consumer Discretionary | $226K | 0.1% | 7,500 | New | |||
| 146 | $PAYX | PAYCHEX INC | Technology | $217K | 0.1% | 2,210 | — | |||
| 147 | $ZBH | ZIMMER BIOMET HOLDINGS, INC. | Healthcare | $213K | 0.1% | 2,479 | — | |||
| 148 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $212K | 0.1% | 2,945 | New | |||
| 149 | — | ISHARES TR - S&P MC 400GR ETF | — | $209K | 0.0% | 1,781 | New | |||
| 150 | $ORCL | ORACLE CORP | Technology | $202K | 0.0% | 1,378 | -85% |
What changed in Q2 2026
Against the previous quarter's 13F: 20 new, 65 added to, 38 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (20)
first bought this quarter
- ISHARES TR - RUSSELL 2000 ETF$3.1M
first bought this quarter
$MUMICRON TECHNOLOGY INC$3.1M
first bought this quarter
$CPERUnited States Commodity Index Funds Trust$2.9M
first bought this quarter
$GLWCORNING INC /NY$2.6M
first bought this quarter
$APHAMPHENOL CORP /DE/$2.0M
first bought this quarter
+14 more in the Excel export
Added to (65)
now $12.6M · held 7+ qtrs
now $6.0M · held 7+ qtrs
- CAMBRIA ETF TR - CAMBRIA FGN SHR+237%
now $4.0M
$WELLWELLTOWER INC.+127%
now $2.8M · held 3 qtrs, 3 adds in a row
now $4.2M · held 7+ qtrs
$PMPhilip Morris International Inc.+336%
now $1.5M · held 7+ qtrs
+59 more in the Excel export
Trimmed (38)
- SPDR SERIES TRUST - ST STR BLO 1 ETF-72%
now $10.4M
now $7.0M · held 7+ qtrs, 3 trims in a row
$ABBVAbbVie Inc.-64%
now $870K · held 7+ qtrs
$IBMINTERNATIONAL BUSINESS MACHINES CORP-68%
now $677K · held 7+ qtrs
- ISHARES TR - MSCI ACWI EX US-50%
now $1.4M
$BRK.BBERKSHIRE HATHAWAY INC-47%
now $1.5M · held 7+ qtrs
+32 more in the Excel export
Holdings by quarter
Every 13F Park Edge Advisors, LLC has filed, 14 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Park Edge Advisors's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+1.1%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 42% over the last 4
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 (41.3% of disclosed assets). All figures are sourced directly from Park Edge Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1965659.
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AI-Powered Hedge Fund Analysis: Park Edge Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Park Edge Advisors, LLC (SEC CIK: 1965659), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Park Edge Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.