Park Edge Advisors, LLC

CIK

1965659

Location

Cleveland, OH

Portfolio Value

Micro $7,265,609

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Industrials	63.2%	$167,568,112	11
Unclassified	7.6%	$20,207,552	7
Technology	7.6%	$20,129,429	12
Financial Services	6.7%	$17,704,047	15
Healthcare	4.3%	$11,286,917	14
Consumer Cyclical	2.9%	$7,653,955	7
Consumer Defensive	2.7%	$7,265,609	5
Energy	2.3%	$5,988,765	2
Communication Services	1.6%	$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

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
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

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

5 positions · $7,265,609 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Added	31,448	+6,963	$3,908,357	+43.3%	53.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	11,947	-316	$1,725,624	−1.8%	23.75%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,792	-316	$1,054,729	+3.4%	14.52%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,862	-8,840	$307,863	−82.1%	4.24%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	270	-1,589	$269,036	−83.2%	3.70%