Park Edge Advisors, LLC
CIK
1965659
Location
Cleveland, OH
Portfolio Value
Small
$264,987,241
Diversification
Highly concentrated
Filing Date
Global Rank
#3,321
/ 8,232
▲ 100
Top Industry
Tools & Accessories
64.2%
3Y Alpha vs SPY
-6.2%
Period ended 2 months ago
Filed Apr 20, 2026 · 55d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.7%
SPY
+76.3%
Annualised alpha
-6.2%
Max drawdown
−23.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
80 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
59.3%
+1.7 pts
Top 5
69.1%
+2.0 pts
Top 10
75.2%
+1.8 pts
HHI
3,570
Highly concentrated+199
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 63.2% | $167,568,112 |
| Unclassified | 7.6% | $20,207,552 |
| Technology | 7.6% | $20,129,429 |
| Financial Services | 6.7% | $17,704,047 |
| Healthcare | 4.3% | $11,286,917 |
| Consumer Cyclical | 2.9% | $7,653,955 |
| Consumer Defensive | 2.7% | $7,265,609 |
| Energy | 2.3% | $5,988,765 |
| Communication Services | 1.6% | $4,352,999 |
| Basic Materials | 0.5% | $1,325,537 |
| Real Estate | 0.4% | $1,077,717 |
| Utilities | 0.2% | $426,602 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VIRC | Virco Mfg Corporation | +11,019 | 29,119 | $178,208 | |
| MS | Morgan Stanley | +8,332 | 12,163 | $2,001,664 | |
| WMT | Walmart Inc. | +6,963 | 31,448 | $3,908,357 | |
| NN | Nextnav Inc. | +5,614 | 22,542 | $361,122 | |
| PLTR | Palantir Technologies Inc. | +3,242 | 6,140 | $898,159 | |
| AAPL | Apple Inc. | +2,523 | 14,172 | $3,596,711 | |
| NVDA | Nvidia Corp | +2,057 | 15,795 | $2,754,648 | |
| TJX | Tjx Companies Inc /De/ | +1,757 | 16,427 | $2,623,391 | |
| BRK-B | Berkshire Hathaway Inc | +1,486 | 5,553 | $2,660,997 | |
| TSLA | Tesla, Inc. | +1,156 | 2,747 | $1,021,197 | |
| FLUX | Flux Power Holdings, Inc. | +850 | 100,040 | $107,042 | |
| BTZ | Blackrock Credit Allocation Income Trust | +631 | 22,356 | $225,795 | |
| CW | Curtiss Wright Corp | +415 | 827 | $563,286 | |
| GS | Goldman Sachs Group Inc | +342 | 1,767 | $1,494,864 | |
| ABBV | AbbVie Inc. | +329 | 9,582 | $2,083,989 | |
| META | Meta Platforms, Inc. | +285 | 4,169 | $2,385,209 | |
| RTX | RTX Corp | +280 | 8,283 | $1,597,790 | |
| AXP | American Express Co | +235 | 917 | $277,374 | |
| WELL | Welltower Inc. | +203 | 5,451 | $1,077,717 | |
| MSFT | Microsoft Corp | +141 | 8,066 | $2,985,791 | |
| BABA | Alibaba Group Holding Ltd | +136 | 1,620 | $203,245 | |
| AMZN | Amazon Com Inc | +113 | 13,980 | $2,911,614 | |
| DUK | Duke Energy CORP | +103 | 3,258 | $426,602 | |
| COF | Capital One Financial Corp | +16 | 6,290 | $1,147,484 | |
| STE | STERIS plc | +12 | 5,279 | $1,167,345 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −82,015 | 11,966 | $346,894 | |
| LECO | Lincoln Electric Holdings Inc | −37,313 | 631,144 | $157,205,347 | |
| AXTI | Axt Inc | −34,088 | 14,712 | $838,289 | |
| IAU | Ishares Gold Trust | −11,752 | 55,587 | $4,900,549 | |
| PM | Philip Morris International Inc. | −8,840 | 1,862 | $307,863 | |
| IBIT | iShares Bitcoin Trust ETF | −8,382 | 23,153 | $889,538 | |
| QQQ | Invesco Qqq Trust, Series 1 | −7,574 | 511 | $294,938 | |
| XOM | Exxon Mobil Corp | −4,254 | 33,345 | $5,657,312 | |
| NFLX | Netflix Inc | −4,039 | 16,858 | $1,620,896 | |
| SPY | Spdr S&P 500 ETF Trust | −1,961 | 2,663 | $1,731,855 | |
| GLD | Spdr Gold Trust | −1,939 | 26,418 | $11,367,401 | |
| COHR | Coherent Corp. | −1,650 | 9,944 | $2,368,760 | |
| COST | Costco Wholesale Corp /New | −1,589 | 270 | $269,036 | |
| ORCL | Oracle Corp | −1,562 | 8,918 | $1,311,926 | |
| PFE | Pfizer Inc | −1,532 | 22,398 | $628,935 | |
| MA | Mastercard Inc | −1,433 | 1,710 | $854,418 | |
| LFST | LifeStance Health Group, Inc. | −562 | 11,301 | $71,987 | |
| ADP | Automatic Data Processing Inc | −550 | 2,686 | $545,741 | |
| ABT | Abbott Laboratories | −449 | 4,038 | $414,581 | |
| CSX | Csx Corp | −400 | 9,332 | $383,078 | |
| PEP | Pepsico Inc | −316 | 6,792 | $1,054,729 | |
| PG | PROCTER & GAMBLE Co | −316 | 11,947 | $1,725,624 | |
| ISRG | Intuitive Surgical Inc | −305 | 968 | $446,238 | |
| LLY | ELI LILLY & Co | −238 | 983 | $904,133 | |
| CRON | Cronos Group Inc. | −184 | 10,637 | $26,698 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MO | Altria Group, Inc. | 16,234 | $936,052 | |
| UNH | Unitedhealth Group Inc | 1,712 | $565,148 | |
| DBA | Invesco Db Agriculture Fund | 21,500 | $548,680 | |
| LIN | Linde PLC | 1,027 | $437,902 | |
| GOOGL | Alphabet Inc. | 1,012 | $316,756 | |
| BX | Blackstone Inc. | 1,650 | $254,331 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 3,240 | $246,985 | |
| ETN | Eaton Corp plc | 766 | $243,978 | |
| UNP | Union Pacific Corp | 953 | $220,447 | |
| TMUS | T-Mobile US, Inc. | 1,017 | $206,491 | |
| No positions match the current search. | ||||
80 positions ·
$264,987,241 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 80 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LECO |
Lincoln Electric Holdings Inc
Industrials
|
Reduced | 631,144 | $157,205,347 | 59.33% | |
| GLD |
Spdr Gold Trust
|
Reduced | 26,418 | $11,367,401 | 4.29% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 33,345 | $5,657,312 | 2.13% | |
| IAU |
Ishares Gold Trust
|
Reduced | 55,587 | $4,900,549 | 1.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 13,467 | $3,961,452 | 1.49% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 31,448 | $3,908,357 | 1.47% | |
| AAPL |
Apple Inc.
Technology
|
Added | 14,172 | $3,596,711 | 1.36% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 8,066 | $2,985,791 | 1.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 13,980 | $2,911,614 | 1.10% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 15,795 | $2,754,648 | 1.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,553 | $2,660,997 | 1.00% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 16,427 | $2,623,391 | 0.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 10,722 | $2,620,885 | 0.99% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 7,892 | $2,442,652 | 0.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,169 | $2,385,209 | 0.90% | |
| COHR |
Coherent Corp.
Technology
|
Reduced | 9,944 | $2,368,760 | 0.89% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 9,582 | $2,083,989 | 0.79% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 12,163 | $2,001,664 | 0.76% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 14,909 | $1,953,377 | 0.74% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 7,517 | $1,822,045 | 0.69% | |
| GE |
General Electric Co
Industrials
|
Reduced | 6,165 | $1,749,442 | 0.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,663 | $1,731,855 | 0.65% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 11,947 | $1,725,624 | 0.65% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 1,867 | $1,629,704 | 0.62% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 16,858 | $1,620,896 | 0.61% | |
| RTX |
RTX Corp
Industrials
|
Added | 8,283 | $1,597,790 | 0.60% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 2,250 | $1,535,040 | 0.58% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,767 | $1,494,864 | 0.56% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,669 | $1,411,158 | 0.53% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 8,918 | $1,311,926 | 0.50% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
NEW | 16,277 | $1,295,811 | 0.49% | |
| STE |
STERIS plc
Healthcare
|
Added | 5,279 | $1,167,345 | 0.44% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 6,290 | $1,147,484 | 0.43% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
NEW | 10,196 | $1,103,717 | 0.42% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 5,451 | $1,077,717 | 0.41% | |
| BSX |
Boston Scientific Corp
Healthcare
|
NEW | 16,958 | $1,064,114 | 0.40% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 6,792 | $1,054,729 | 0.40% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,747 | $1,021,197 | 0.39% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Held | 10,236 | $922,365 | 0.35% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 983 | $904,133 | 0.34% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 6,140 | $898,159 | 0.34% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 23,153 | $889,538 | 0.34% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 14,381 | $872,207 | 0.33% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,710 | $854,418 | 0.32% | |
| AXTI |
Axt Inc
Technology
|
Reduced | 14,712 | $838,289 | 0.32% | |
| DBB |
Invesco Db Base Metals Fund
|
NEW | 34,362 | $807,507 | 0.30% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 22,398 | $628,935 | 0.24% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,901 | $625,219 | 0.24% | |
| CRS |
Carpenter Technology Corp
Industrials
|
Held | 1,486 | $585,706 | 0.22% | |
| CW |
Curtiss Wright Corp
Industrials
|
Added | 827 | $563,286 | 0.21% |