Park Edge Advisors, LLC

CIK

1965659

Location

Cleveland, OH

Portfolio Value

Small $259,329,929

Diversification

Highly concentrated

Filing Date

Global Rank

#3,656 / 8,603 ▲ 11 · as of Mar 2026

Top Industry

Tools & Accessories 65.7%

3Y Alpha vs SPY

-6.4%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+45.4%

SPY

+76.5%

Annualised alpha

-7.6%

Max drawdown

−24.0%

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

79 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

60.6%

+2.0 pts

Top 5

69.9%

+1.8 pts

Top 10

75.7%

+1.7 pts

HHI

3,723

Highly concentrated+242

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	64.6%	$167,568,112	11
Unclassified	7.8%	$20,207,552	7
Technology	7.8%	$20,129,429	12
Financial Services	6.8%	$17,704,047	15
Healthcare	4.4%	$11,286,917	14
Consumer Cyclical	3.0%	$7,653,955	7
Consumer Defensive	2.8%	$7,265,609	5
Communication Services	1.7%	$4,352,999	3
Basic Materials	0.5%	$1,325,537	2
Real Estate	0.4%	$1,077,717	1
Utilities	0.2%	$426,602	1
Energy	0.1%	$331,453	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
PG	PROCTER & GAMBLE Co	−316	11,947	$1,725,624
PEP	Pepsico Inc	−316	6,792	$1,054,729
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
REAL	TheRealReal, Inc.	−180	10,031	$91,081
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
WFC	Wells Fargo & Company/Mn	16,277	$1,295,811
NEM	NEWMONT Corp /DE/	10,196	$1,103,717
BSX	Boston Scientific Corp	16,958	$1,064,114
DBB	Invesco Db Base Metals Fund	34,362	$807,507
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

79 positions · $259,329,929 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 79 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	Reduced	631,144	-37,313	$157,205,347	−1.9%	60.62%
GLD	Spdr Gold Trust	Reduced	26,418	-1,939	$11,367,401	+1.2%	4.38%
IAU	Ishares Gold Trust	Reduced	55,587	-11,752	$4,900,549	−10.3%	1.89%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	13,467	-154	$3,961,452	−9.7%	1.53%
WMT	Walmart Inc. Consumer Defensive	Added	31,448	+6,963	$3,908,357	+43.3%	1.51%
AAPL	Apple Inc. Technology	Added	14,172	+2,523	$3,596,711	+13.6%	1.39%
MSFT	Microsoft Corp Technology	Added	8,066	+141	$2,985,791	−22.1%	1.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,980	+113	$2,911,614	−9.0%	1.12%
NVDA	Nvidia Corp Technology	Added	15,795	+2,057	$2,754,648	+7.5%	1.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,553	+1,486	$2,660,997	+30.2%	1.03%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	16,427	+1,757	$2,623,391	+16.4%	1.01%
JNJ	Johnson & Johnson Healthcare	Reduced	10,722	-16	$2,620,885	+17.9%	1.01%
AVGO	Broadcom Inc. Technology	Reduced	7,892	-29	$2,442,652	−10.9%	0.94%
META	Meta Platforms, Inc. Communication Services	Added	4,169	+285	$2,385,209	−7.0%	0.92%
COHR	Coherent Corp. Technology	Reduced	9,944	-1,650	$2,368,760	+10.7%	0.91%
ABBV	AbbVie Inc. Healthcare	Added	9,582	+329	$2,083,989	−1.4%	0.80%
MS	Morgan Stanley Financial Services	Added	12,163	+8,332	$2,001,664	+194.3%	0.77%
EMR	Emerson Electric Co Industrials	Held	14,909	0	$1,953,377	−1.3%	0.75%
IBM	International Business Machines Corp Technology	Reduced	7,517	-62	$1,822,045	−18.8%	0.70%
GE	General Electric Co Industrials	Reduced	6,165	-50	$1,749,442	−8.6%	0.67%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,663	-1,961	$1,731,855	−45.1%	0.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	11,947	-316	$1,725,624	−1.8%	0.67%
GEV	GE Vernova Inc. Industrials	Reduced	1,867	-107	$1,629,704	+26.3%	0.63%
NFLX	Netflix Inc Communication Services	Reduced	16,858	-4,039	$1,620,896	−17.3%	0.63%
RTX	RTX Corp Industrials	Added	8,283	+280	$1,597,790	+8.9%	0.62%
NOC	Northrop Grumman Corp /De/ Industrials	Held	2,250	0	$1,535,040	+19.6%	0.59%
GS	Goldman Sachs Group Inc Financial Services	Added	1,767	+342	$1,494,864	+19.3%	0.58%
V	Visa Inc. Financial Services	Reduced	4,669	-144	$1,411,158	−16.4%	0.54%
ORCL	Oracle Corp Technology	Reduced	8,918	-1,562	$1,311,926	−35.8%	0.51%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	16,277	NEW	$1,295,811	NEW	0.50%
STE	STERIS plc Healthcare	Added	5,279	+12	$1,167,345	−12.6%	0.45%
COF	Capital One Financial Corp Financial Services	Added	6,290	+16	$1,147,484	−24.5%	0.44%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	10,196	NEW	$1,103,717	NEW	0.43%
WELL	Welltower Inc. Real Estate	Added	5,451	+203	$1,077,717	+10.6%	0.42%
BSX	Boston Scientific Corp Healthcare	NEW	16,958	NEW	$1,064,114	NEW	0.41%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,792	-316	$1,054,729	+3.4%	0.41%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,747	+1,156	$1,021,197	+42.7%	0.39%
PFG	Principal Financial Group Inc Financial Services	Held	10,236	0	$922,365	+2.2%	0.36%
LLY	ELI LILLY & Co Healthcare	Reduced	983	-238	$904,133	−31.1%	0.35%
PLTR	Palantir Technologies Inc. Technology	Added	6,140	+3,242	$898,159	+74.4%	0.35%
IBIT	iShares Bitcoin Trust ETF	Reduced	23,153	-8,382	$889,538	−43.2%	0.34%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	14,381	-19	$872,207	+12.3%	0.34%
MA	Mastercard Inc Financial Services	Reduced	1,710	-1,433	$854,418	−52.4%	0.33%
AXTI	Axt Inc Technology	Reduced	14,712	-34,088	$838,289	+5.1%	0.32%
DBB	Invesco Db Base Metals Fund	NEW	34,362	NEW	$807,507	NEW	0.31%
PFE	Pfizer Inc Healthcare	Reduced	22,398	-1,532	$628,935	+5.6%	0.24%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,901	-10	$625,219	−4.9%	0.24%
CRS	Carpenter Technology Corp Industrials	Held	1,486	0	$585,706	+25.2%	0.23%
CW	Curtiss Wright Corp Industrials	Added	827	+415	$563,286	+148.0%	0.22%
ADP	Automatic Data Processing Inc Technology	Reduced	2,686	-550	$545,741	−34.4%	0.21%