Park Edge Advisors, LLC

Registered adviser

CIK

1965659

Location

Cleveland, OH

Portfolio Value

Small $429,638,843

Diversification

Moderately concentrated

Files via

CAMBIAR INVESTORS LLC Clearbridge Investments, LLC EAGLE ASSET MANAGEMENT INC GW&K Investment Management, LLC HARDING LOEVNER LP Madison Investment Advisors, LLC

Filing Date

Global Rank

#3,971 / 8,827 ▼ 83 · as of Jun 2026

Top Industry

Tools & Accessories 62.1%

Period ended 38 days ago

Filed Oct 28, 2026 · 10d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 317521

Roster of Nov 1, 2026

Regulatory AUM

$522,549,585

Main clients

Individuals and high net worth (92% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$522,549,585	Individuals and high net worth (92%)
Feb 2025 to Mar 2026	$438,144,994	Individuals and high net worth (92%)
Apr 2024 to Jan 2025	$460,231,808	Individuals and high net worth (87%)
May 2023 to Mar 2024	$384,397,251	Individuals and high net worth (88%)
Apr 2023	$384,397,251	Individuals and high net worth (88%)
Nov 2022 to Mar 2023	$337,794,502	Individuals and high net worth (94%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 70.1% of the book (60%+)

Turnover

Medium turnover

42.3% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 11.2 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 75.9%; sector active share 55.3% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

151 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

38.9%

+3.5 pts

Top 5

61.5%

+0.8 pts

Top 10

67.8%

−2.0 pts

HHI

1,731

Moderately concentrated+251

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	42.0%	$180,557,809	15
Unclassified	37.4%	$160,736,992	74
Technology	7.1%	$30,656,531	17
Healthcare	3.0%	$12,686,195	10
Financial Services	2.9%	$12,644,194	14
Consumer Cyclical	1.7%	$7,506,661	6
Energy	1.7%	$7,483,408	3
Consumer Defensive	1.6%	$7,071,013	6
Communication Services	1.3%	$5,579,403	3
Utilities	0.6%	$2,704,431	1
Real Estate	0.4%	$1,788,504	1
Basic Materials	0.1%	$223,702	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+234,905	347,941	$0
AGGH	Simplify Exchange Traded Funds	+106,377	524,499	$9,928,766
AGGA	EA Astoria Beacon Dynamic Core US Fixed Income ETF	+100,066	274,852	$6,698,692
DBB	Invesco Db Base Metals Fund	+84,843	124,355	$3,146,181
SVOL	Simplify Volatility Premium ETF	+23,438	142,489	$2,332,544
IBIT	iShares Bitcoin Trust ETF	+22,131	46,140	$2,184,267
SBAR		+18,454	110,811	$2,809,058
DUK	Duke Energy CORP	+16,753	23,721	$2,704,431
TUA	Simplify Short Term Treasury Futures Strategy ETF	+14,787	369,724	$7,039,544
IDV	iShares International Select Dividend ETF	+11,137	67,404	$2,843,774
SPHD	Invesco Ltd.	+10,656	48,323	$0
APH	Amphenol Corp	+8,970	20,342	$1,714,830
SCHD	Schwab U.S. Dividend Equity ETF	+7,868	74,705	$2,430,153
SCHZ	Schwab U.S. Aggregate Bond ETF	+7,597	79,712	$1,761,635
DFAI	Dimensional International Core Equity Market ETF	+6,813	16,566	$686,329
WMT	Walmart Inc.	+6,785	36,097	$3,751,200
TBIL	F/m US Treasury 3 Month Bill Fund	+6,354	13,969	$696,354
EFA	iShares MSCI EAFE ETF	+5,786	14,764	$1,533,831
ACWX	iShares MSCI ACWI ex U.S. ETF	+4,689	22,511	$1,702,281
STIP	iShares 0-5 Year TIPS Bond ETF	+3,283	137,526	$13,711,342
GLW	Corning Inc	+3,225	13,427	$2,064,535
TJX	Tjx Companies Inc	+2,889	19,031	$2,517,991
VEU	Vanguard International Equity Index Funds	+2,536	6,636	$550,588
MTBA	Simplify MBS ETF	+2,230	66,280	$3,099,252
IVV	iShares Core S&P 500 ETF	+1,916	2,423	$1,855,654
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CDX	Simplify High Yield ETF	−165,889	606,398	$12,231,047
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−75,964	17,689	$2,792,208
IPKW	Invesco Ltd.	−60,579	134,931	$0
SPHQ	Invesco S&P 500 Quality ETF	−50,278	89,266	$7,505,485
FYLD	Cambria Foreign Shareholder Yield ETF	−40,428	69,150	$2,734,191
OUSM	ALPS \| OShares U.S. Small-Cap Quality Dividend ETF	−30,269	96,847	$4,448,182
SHY	iShares 1-3 Year Treasury Bond ETF	−20,197	17,566	$1,426,359
BUCK	Simplify Treasury Option Income ETF	−19,831	122,575	$2,829,031
YGLD	Simplify Gold Strategy ETF	−18,456	9,099	$278,356
BWZ	State Street(R) SPDR(R) Bloomberg Short Term International Treasury Bond ETF	−14,907	32,141	$861,057
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−13,998	8,364	$514,386
WTBN	WisdomTree Bianco Total Return Fund	−13,298	220,311	$5,276,007
HARD	Simplify Commodities Strategy No K-1 ETF	−11,990	41,013	$1,381,317
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−10,645	44,702	$1,763,046
PM	Philip Morris International Inc.	−5,895	2,227	$424,956
GLD	Spdr Gold Trust	−5,334	13,672	$5,206,844
BTZ	Blackrock Credit Allocation Income Trust	−5,108	19,497	$181,517
WELL	Welltower Inc.	−4,613	7,768	$1,788,504
CPER		−4,298	72,410	$2,880,469
JPM	Jpmorgan Chase & Co	−3,012	9,168	$3,033,049
AXTI	Axt Inc	−3,000	6,162	$477,000
USFR	WisdomTree Floating Rate Treasury Fund	−2,123	7,756	$390,824
IWM	iShares Russell 2000 ETF	−2,112	8,310	$2,309,265
BMY	Bristol Myers Squibb Co	−2,065	12,316	$768,518
CSCO	Cisco Systems, Inc.	−2,061	10,323	$1,111,064
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	18,562	$1,878,103
EUFN	iShares MSCI Europe Financials ETF	43,856	$1,744,591
JCI	Johnson Controls International plc	11,619	$1,727,164
C	Citigroup Inc	12,678	$1,641,547
PWR	Quanta Services, Inc.	2,521	$1,619,767
WMB	Williams Companies, Inc.	23,616	$1,605,179
KLAC	Kla Corp	4,418	$861,200
WDC	Western Digital Corp	1,887	$857,566
EWI	iShares MSCI Italy ETF	7,917	$464,886
HWM	Howmet Aerospace Inc.	1,988	$449,645
BITI	ProShares Short Bitcoin ETF	19,550	$344,666
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	7,532	$299,171
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	2,392	$268,478
PANW	Palo Alto Networks Inc	568	$225,672
PCT	PureCycle Technologies, Inc.	14,290	$63,018
RSP	Victory Portfolios II	9,601	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
SPMO	Invesco Ltd.	19,724	$3,186,214
RTX	RTX Corp	10,025	$1,902,043
WFC	Wells Fargo & Company	18,408	$1,521,237
GILD	Gilead Sciences, Inc.	10,590	$1,337,940
SPD	Simplify US Equity PLUS Downside Convexity ETF	30,756	$1,275,758
PLTR	Palantir Technologies Inc.	10,618	$1,238,802
NEM	NEWMONT Corp	8,614	$804,547
GDX	VanEck Gold Miners ETF	7,181	$541,806
JVAL	JPMorgan U.S. Value Factor ETF	4,750	$278,540
MDT	Medtronic plc	2,990	$233,907
T	At&T Inc.	11,236	$232,585
IJK	iShares S&P Mid-Cap 400 Growth ETF	1,781	$209,267
ORCL	Oracle Corp	1,378	$201,945
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

151 tracked positions · $429,638,843 total · filing declares 157 positions · $474,229,571 · as of Sep 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 151 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	630,894	-250	$166,921,934	−0.4%	38.85%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	137,526	+3,283	$13,711,342	−0.0%	3.19%
CDX	Simplify High Yield ETF	Reduced	606,398	-165,889	$12,231,047	−25.0%	2.85%
AGGH	Simplify Exchange Traded Funds	Added	524,499	+106,377	$9,928,766	+17.7%	2.31%
SPHQ	Invesco S&P 500 Quality ETF	Reduced	89,266	-50,278	$7,505,485	−40.3%	1.75%
TUA	Simplify Short Term Treasury Futures Strategy ETF	Added	369,724	+14,787	$7,039,544	−2.9%	1.64%
AGGA	EA Astoria Beacon Dynamic Core US Fixed Income ETF	Added	274,852	+100,066	$6,698,692	+52.5%	1.56%
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	Reduced	62,384	-1,118	$5,666,962	−7.5%	1.32%
XOM	ExxonMobil Holdings Corp PUT + SHARES Energy	Added	34,093	+664	$5,548,635	+21.4%	1.29%
WTBN	WisdomTree Bianco Total Return Fund	Reduced	220,311	-13,298	$5,276,007	−10.2%	1.23%
GLD	Spdr Gold Trust	Reduced	13,672	-5,334	$5,206,844	−25.6%	1.21%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	6,621	+1,355	$5,049,373	+28.4%	1.18%
MSFT	Microsoft Corp Technology	Added	9,461	+538	$4,852,546	+45.8%	1.13%
AAPL	Apple Inc. Technology	Added	14,149	+546	$4,711,899	+19.7%	1.10%
JNJ	Johnson & Johnson Healthcare	Added	17,225	+641	$4,560,146	+8.3%	1.06%
OUSM	ALPS \| OShares U.S. Small-Cap Quality Dividend ETF	Reduced	96,847	-30,269	$4,448,182	−26.4%	1.04%
NVDA	Nvidia Corp Technology	Added	18,128	+1,671	$4,140,072	+25.7%	0.96%
IAU	Ishares Gold Trust	Reduced	52,955	-2,004	$4,135,785	−0.3%	0.96%
WMT	Walmart Inc. Consumer Defensive	Added	36,097	+6,785	$3,751,200	+13.0%	0.87%
COHR	Coherent Corp. PUT + SHARES Technology	Added	11,459	+1,350	$3,298,014	−17.3%	0.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,185	-1,790	$3,285,042	−8.0%	0.76%
FOXY		Reduced	119,207	-1,166	$3,185,211	−11.2%	0.74%
DBB	Invesco Db Base Metals Fund	Added	124,355	+84,843	$3,146,181	+230.4%	0.73%
MTBA	Simplify MBS ETF	Added	66,280	+2,230	$3,099,252	−1.4%	0.72%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,168	-3,012	$3,033,049	−23.9%	0.71%
CPER		Reduced	72,410	-4,298	$2,880,469	−0.5%	0.67%
IDV	iShares International Select Dividend ETF	Added	67,404	+11,137	$2,843,774	+22.0%	0.66%
BUCK	Simplify Treasury Option Income ETF	Reduced	122,575	-19,831	$2,829,031	−15.2%	0.66%
SBAR		Added	110,811	+18,454	$2,809,058	+18.8%	0.65%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	17,689	-75,964	$2,792,208	−81.0%	0.65%
FYLD	Cambria Foreign Shareholder Yield ETF	Reduced	69,150	-40,428	$2,734,191	−31.6%	0.64%
DUK	Duke Energy CORP Utilities	Added	23,721	+16,753	$2,704,431	+206.6%	0.63%
META	Meta Platforms, Inc. Communication Services	Added	3,708	+140	$2,688,967	+33.8%	0.63%
GOOG	Alphabet Inc. Communication Services	Reduced	7,780	-357	$2,650,957	−7.8%	0.62%
TJX	Tjx Companies Inc Consumer Cyclical	Added	19,031	+2,889	$2,517,991	+3.0%	0.59%
AVGO	Broadcom Inc. Technology	Added	7,048	+217	$2,475,187	−4.1%	0.58%
SCHD	Schwab U.S. Dividend Equity ETF	Added	74,705	+7,868	$2,430,153	+14.7%	0.57%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	6,449	+22	$2,413,473	+1.5%	0.56%
SVOL	Simplify Volatility Premium ETF	Added	142,489	+23,438	$2,332,544	+22.1%	0.54%
EMR	Emerson Electric Co Industrials	Added	14,915	+6	$2,313,316	+8.4%	0.54%
IWM	iShares Russell 2000 ETF	Reduced	8,310	-2,112	$2,309,265	−26.3%	0.54%
MS	Morgan Stanley Financial Services	Reduced	12,035	-187	$2,263,542	−11.4%	0.53%
IBIT	iShares Bitcoin Trust ETF	Added	46,140	+22,131	$2,184,267	+173.3%	0.51%
TLT	iShares 20+ Year Treasury Bond ETF CALL + SHARES	Reduced	26,865	-6,100	$2,089,559	−26.7%	0.49%
GLW	Corning Inc Technology	Added	13,427	+3,225	$2,064,535	−20.8%	0.48%
MU	Micron Technology Inc Technology	Reduced	1,795	-859	$1,911,872	−37.6%	0.44%
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	NEW	18,562	NEW	$1,878,103	NEW	0.44%
GE	General Electric Co Industrials	Reduced	5,997	-321	$1,872,803	−20.7%	0.44%
MCK	Mckesson Corp Healthcare	Added	2,193	+521	$1,872,405	+48.2%	0.44%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	31,384	+1,420	$1,861,385	+4.1%	0.43%

Showing the top 50 of 151 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.