Park Edge Advisors, LLC

CIK

1965659

Location

Cleveland, OH

Portfolio Value

Small $284,063,246

Diversification

Highly concentrated

Filing Date

Global Rank

#919 / 2,968 ▲ 2726

Top Industry

Tools & Accessories 62.8%

3Y Alpha vs SPY

-6.0%

Period ended 30 days ago

Filed Jul 13, 2026 · 17d

15 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+49.8%

SPY

+67.9%

Annualised alpha

-4.4%

Max drawdown

−22.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

80 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

59.0%

−0.3 pts

Top 5

66.0%

−3.1 pts

Top 10

72.8%

−2.3 pts

HHI

3,520

Highly concentrated−50

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	63.8%	$181,222,024	12
Technology	10.7%	$30,435,117	16
Unclassified	6.1%	$17,314,046	7
Financial Services	5.1%	$14,420,878	12
Healthcare	4.5%	$12,896,372	12
Consumer Cyclical	2.8%	$7,899,173	6
Consumer Defensive	2.7%	$7,789,304	6
Energy	1.7%	$4,835,959	2
Real Estate	1.0%	$2,810,115	1
Communication Services	0.9%	$2,515,433	3
Basic Materials	0.4%	$1,042,816	2
Utilities	0.3%	$882,009	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WELL	Welltower Inc.	+6,930	12,381	$2,810,115
PM	Philip Morris International Inc.	+6,260	8,122	$1,469,351
JNJ	Johnson & Johnson	+5,862	16,584	$4,211,838
DBB	Invesco Db Base Metals Fund	+5,150	39,512	$952,239
PLTR	Palantir Technologies Inc.	+4,478	10,618	$1,238,802
DUK	Duke Energy CORP	+3,710	6,968	$882,009
SPY	Spdr S&P 500 ETF Trust	+2,603	5,266	$3,932,490
BTZ	Blackrock Credit Allocation Income Trust	+2,249	24,605	$251,463
WFC	Wells Fargo & Company/Mn	+2,131	18,408	$1,521,237
RTX	RTX Corp	+1,742	10,025	$1,902,043
AMZN	Amazon Com Inc	+995	14,975	$3,569,141
MSFT	Microsoft Corp	+857	8,923	$3,328,457
IBIT	iShares Bitcoin Trust ETF	+856	24,009	$799,259
NVDA	Nvidia Corp	+662	16,457	$3,292,881
STE	STERIS plc	+608	5,887	$1,239,625
FLUX	Flux Power Holdings, Inc.	+250	100,290	$86,750
MRK	Merck & Co., Inc.	+200	4,378	$562,573
COHR	Coherent Corp.	+165	10,109	$3,987,697
GE	General Electric Co	+153	6,318	$2,361,226
VIRC	Virco Mfg Corporation	+146	29,265	$179,687
XOM	ExxonMobil Holdings Corp	+84	33,429	$4,570,412
LLY	ELI LILLY & Co	+78	1,061	$1,272,595
GEV	GE Vernova Inc.	+70	1,937	$2,275,703
MS	Morgan Stanley	+59	12,222	$2,554,886
ABT	Abbott Laboratories	+50	4,088	$370,945
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−7,540	1,378	$201,945
GLD	Spdr Gold Trust	−7,412	19,006	$7,001,430
ABBV	AbbVie Inc.	−6,125	3,457	$869,919
IBM	International Business Machines Corp	−5,108	2,409	$677,434
BRK-B	Berkshire Hathaway Inc	−2,607	2,946	$1,474,148
WMT	Walmart Inc.	−2,136	29,312	$3,319,877
PFE	Pfizer Inc	−1,982	20,416	$491,617
NN	Nextnav Inc.	−1,620	20,922	$373,039
NEM	NEWMONT Corp /DE/	−1,582	8,614	$804,547
AXTI	Axt Inc	−1,550	13,162	$948,716
JPM	Jpmorgan Chase & Co	−1,287	12,180	$3,986,879
AVGO	Broadcom Inc.	−1,061	6,831	$2,580,410
PG	PROCTER & GAMBLE Co	−927	11,020	$1,615,972
TSLA	Tesla, Inc.	−851	1,896	$797,457
T	At&T Inc.	−730	11,236	$232,585
IAU	Ishares Gold Trust	−628	54,959	$4,149,954
META	Meta Platforms, Inc.	−601	3,568	$2,009,818
AAPL	Apple Inc.	−569	13,603	$3,936,164
ADP	Automatic Data Processing Inc	−350	2,336	$523,147
TJX	Tjx Companies Inc /De/	−285	16,142	$2,445,513
MCO	Moodys Corp /De/	−226	874	$395,852
AXP	American Express Co	−195	722	$244,216
QQQ	Invesco Qqq Trust, Series 1	−80	431	$317,388
CW	Curtiss Wright Corp	−12	815	$617,574
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	2,654	$3,063,485
GLW	Corning Inc /Ny	10,202	$2,605,896
APH	Amphenol Corp /De/	11,372	$2,005,111
CAT	Caterpillar Inc	1,390	$1,480,211
CSCO	Cisco Systems, Inc.	12,384	$1,454,624
GILD	Gilead Sciences, Inc.	10,590	$1,337,940
MCK	Mckesson Corp	1,672	$1,263,363
GOOGL	Alphabet Inc.	764	$273,030
CZR	Caesars Entertainment, Inc.	7,500	$226,350
MO	Altria Group, Inc.	2,945	$211,892
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	16,858	$1,620,896
V	Visa Inc.	4,669	$1,411,158
COF	Capital One Financial Corp	6,290	$1,147,484
BSX	Boston Scientific Corp	16,958	$1,064,114
MA	Mastercard Inc	1,710	$854,418
ISRG	Intuitive Surgical Inc	968	$446,238
BABA	Alibaba Group Holding Ltd	1,620	$203,245
REAL	TheRealReal, Inc.	10,031	$91,081
LFST	LifeStance Health Group, Inc.	11,301	$71,987
CRON	Cronos Group Inc.	10,637	$26,698
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 tracked positions · $284,063,246 total · as of Jun 30, 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LECO	Lincoln Electric Holdings Inc Industrials	Held	631,144	0	$167,575,043	+6.6%	58.99%
GLD	Spdr Gold Trust	Reduced	19,006	-7,412	$7,001,430	−38.4%	2.46%
XOM	ExxonMobil Holdings Corp Energy	Added	33,429	+84	$4,570,412	−19.2%	1.61%
JNJ	Johnson & Johnson Healthcare	Added	16,584	+5,862	$4,211,838	+60.7%	1.48%
IAU	Ishares Gold Trust	Reduced	54,959	-628	$4,149,954	−15.3%	1.46%
COHR	Coherent Corp. PUT + SHARES Technology	Added	10,109	+165	$3,987,697	+68.3%	1.40%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	12,180	-1,287	$3,986,879	+0.6%	1.40%
AAPL	Apple Inc. Technology	Reduced	13,603	-569	$3,936,164	+9.4%	1.39%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	5,266	+2,603	$3,932,490	+127.1%	1.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,975	+995	$3,569,141	+22.6%	1.26%
MSFT	Microsoft Corp Technology	Added	8,923	+857	$3,328,457	+11.5%	1.17%
WMT	Walmart Inc. Consumer Defensive	Reduced	29,312	-2,136	$3,319,877	−15.1%	1.17%
NVDA	Nvidia Corp Technology	Added	16,457	+662	$3,292,881	+19.5%	1.16%
MU	Micron Technology Inc Technology	NEW	2,654	NEW	$3,063,485	NEW	1.08%
WELL	Welltower Inc. Real Estate	Added	12,381	+6,930	$2,810,115	+160.7%	0.99%
GLW	Corning Inc /Ny Technology	NEW	10,202	NEW	$2,605,896	NEW	0.92%
AVGO	Broadcom Inc. Technology	Reduced	6,831	-1,061	$2,580,410	+5.6%	0.91%
MS	Morgan Stanley Financial Services	Added	12,222	+59	$2,554,886	+27.6%	0.90%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	16,142	-285	$2,445,513	−6.8%	0.86%
GE	General Electric Co Industrials	Added	6,318	+153	$2,361,226	+35.0%	0.83%
GEV	GE Vernova Inc. Industrials	Added	1,937	+70	$2,275,703	+39.6%	0.80%
EMR	Emerson Electric Co Industrials	Held	14,909	0	$2,134,223	+9.3%	0.75%
META	Meta Platforms, Inc. Communication Services	Reduced	3,568	-601	$2,009,818	−15.7%	0.71%
APH	Amphenol Corp /De/ Technology	NEW	11,372	NEW	$2,005,111	NEW	0.71%
RTX	RTX Corp Industrials	Added	10,025	+1,742	$1,902,043	+19.0%	0.67%
GS	Goldman Sachs Group Inc Financial Services	Added	1,782	+15	$1,802,261	+20.6%	0.63%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	11,020	-927	$1,615,972	−6.4%	0.57%
WFC	Wells Fargo & Company/Mn Financial Services	Added	18,408	+2,131	$1,521,237	+17.4%	0.54%
CAT	Caterpillar Inc Industrials	NEW	1,390	NEW	$1,480,211	NEW	0.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,946	-2,607	$1,474,148	−44.6%	0.52%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,122	+6,260	$1,469,351	+377.3%	0.52%
CSCO	Cisco Systems, Inc. Technology	NEW	12,384	NEW	$1,454,624	NEW	0.51%
GILD	Gilead Sciences, Inc. Healthcare	NEW	10,590	NEW	$1,337,940	NEW	0.47%
LLY	ELI LILLY & Co Healthcare	Added	1,061	+78	$1,272,595	+40.8%	0.45%
MCK	Mckesson Corp Healthcare	NEW	1,672	NEW	$1,263,363	NEW	0.44%
STE	STERIS plc Healthcare	Added	5,887	+608	$1,239,625	+6.2%	0.44%
PLTR	Palantir Technologies Inc. Technology	Added	10,618	+4,478	$1,238,802	+37.9%	0.44%
NOC	Northrop Grumman Corp /De/ Industrials	Held	2,250	0	$1,145,947	−25.3%	0.40%
PFG	Principal Financial Group Inc Financial Services	Held	10,236	0	$1,103,236	+19.6%	0.39%
DBB	Invesco Db Base Metals Fund	Added	39,512	+5,150	$952,239	+17.9%	0.34%
AXTI	Axt Inc PUT + SHARES Technology	Reduced	13,162	-1,550	$948,716	+13.2%	0.33%
PEP	Pepsico Inc Consumer Defensive	Held	6,792	0	$919,636	−12.8%	0.32%
CRS	Carpenter Technology Corp Industrials	Held	1,486	0	$916,624	+56.5%	0.32%
DUK	Duke Energy CORP Utilities	Added	6,968	+3,710	$882,009	+106.8%	0.31%
ABBV	AbbVie Inc. Healthcare	Reduced	3,457	-6,125	$869,919	−58.3%	0.31%
BMY	Bristol Myers Squibb Co Healthcare	Held	14,381	0	$828,633	−5.0%	0.29%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	8,614	-1,582	$804,547	−27.1%	0.28%
IBIT	iShares Bitcoin Trust ETF	Added	24,009	+856	$799,259	−10.1%	0.28%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,896	-851	$797,457	−21.9%	0.28%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,931	+30	$681,025	+8.9%	0.24%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.