Park Edge Advisors, LLC Portfolio Holdings

Park Edge Advisors, LLC

  • $402 Million
  • Q4 2025

Park Edge Advisors, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $402 Million distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lincoln Electric Holdings Inc with a value of $151M, Simplify Exch.Trad Fds Simplif with a value of $17.1M, Ishares Barclays 0 5 Year Tips with a value of $13M, Invesco ETF Tr Ii Internationa with a value of $11.2M, and Spdr Gold Trust with a value of $10.7M.

Examining the 13F form we can see an increase of $13.6M in the current position value, from $389M to 402M.

Park Edge Advisors, LLC is based out at Cleveland, OH

Below you can find more details about Park Edge Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $402 Million
ETFs: $164 Million
Industrials: $161 Million
Technology: $18 Million
Financial Services: $15.3 Million
Healthcare: $11 Million
Communication Services: $10 Million
Consumer Defensive: $9.63 Million
Consumer Cyclical: $7.23 Million
Other: $6.32 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.1B
$151 Million 37.55% of portfolio
668,457
Q4 2025 Reduced 0.02%
$490B
$4.42 Million 1.1% of portfolio
37,599
Q4 2025 Reduced 0.82%
$881B
$4.09 Million 1.02% of portfolio
13,621
Q4 2025 Reduced 1.24%
$3.78T
$4.02 Million 1.0% of portfolio
7,925
Q4 2025 Reduced 9.71%
$2.39T
$3.25 Million 0.81% of portfolio
13,867
Q4 2025 Added 0.57%
$4.3T
$3.12 Million 0.77% of portfolio
11,649
Q4 2025 Reduced 7.55%
$139B
$2.71 Million 0.67% of portfolio
7,921
Q4 2025 Added 5.01%
$465B
$2.56 Million 0.64% of portfolio
13,738
Q4 2025 Added 8.84%
$279B
$2.52 Million 0.63% of portfolio
24,485
Q4 2025 Reduced 25.51%
$1.37T
$2.37 Million 0.59% of portfolio
3,884
Q4 2025 Added 1.92%
$181B
$2.39 Million 0.59% of portfolio
93,981
Q4 2025 Added 6.11%
$49.1B
$2.3 Million 0.57% of portfolio
20,897
Q4 2025 Added 1,033.24%
$593B
$2.3 Million 0.57% of portfolio
10,480
Q4 2025 Added 0.24%
$266B
$2.25 Million 0.56% of portfolio
7,579
Q4 2025 Reduced 27.36%
$1.74T
$2.24 Million 0.56% of portfolio
7,851
Q4 2025 Reduced 17.78%
$414B
$2.17 Million 0.54% of portfolio
9,253
Q4 2025 Added 57.93%
$170B
$2.14 Million 0.53% of portfolio
14,670
Q4 2025 Reduced 3.32%
$662B
$2.07 Million 0.51% of portfolio
4,067
Q4 2025 Reduced 26.38%
$75.4B
$1.9 Million 0.47% of portfolio
14,909
Q4 2025 Reduced 0.67%
$328B
$1.87 Million 0.46% of portfolio
6,215
Q4 2025 Reduced 9.32%
$346B
$1.79 Million 0.44% of portfolio
12,263
Q4 2025 Reduced 0.07%
$404B
$1.7 Million 0.42% of portfolio
1,859
Q4 2025 Reduced 3.03%
$512B
$1.69 Million 0.42% of portfolio
3,143
Q4 2025 Added 292.38%
$237B
$1.63 Million 0.41% of portfolio
10,702
Q4 2025 Added 11.31%
$533B
$1.57 Million 0.39% of portfolio
4,813
Q4 2025 Reduced 13.87%
$258B
$1.41 Million 0.35% of portfolio
8,003
Q4 2025 Added 174.55%
$25.8B
$1.36 Million 0.34% of portfolio
5,267
Q4 2025 Added 0.98%
$86.7B
$1.27 Million 0.31% of portfolio
2,250
Q4 2023 Reduced 0.27%
$77.2B
$1.26 Million 0.31% of portfolio
6,274
Q4 2025 New
$971B
$1.25 Million 0.31% of portfolio
1,221
Q4 2025 Reduced 30.27%
$265B
$1.11 Million 0.27% of portfolio
1,425
Q4 2025 Reduced 3.46%
$204B
$1.05 Million 0.26% of portfolio
7,108
Q2 2025 Reduced 3.02%
$89.8B
$1.02 Million 0.25% of portfolio
5,248
Q4 2025 New
$104B
$943,000 0.23% of portfolio
16,234
Q4 2025 New
$21.1B
$864,000 0.21% of portfolio
10,236
Q4 2024 Reduced 6.01%
$104B
$811,000 0.2% of portfolio
3,236
Q4 2024 Reduced 3.29%
$193B
$695,000 0.17% of portfolio
1,273
Q4 2025 Reduced 51.13%
$367B
$684,000 0.17% of portfolio
1,911
Q4 2025 Reduced 18.72%
$99.5B
$674,000 0.17% of portfolio
14,400
Q3 2025 Reduced 2.55%
$1.29T
$650,000 0.16% of portfolio
1,591
Q4 2025 Reduced 21.78%
$270B
$610,000 0.15% of portfolio
3,831
Q4 2025 Reduced 1.16%
$141B
$600,000 0.15% of portfolio
23,930
Q2 2025 Reduced 4.79%
$228B
$583,000 0.14% of portfolio
4,487
Q3 2025 Added 0.02%
$300B
$548,000 0.14% of portfolio
1,712
Q4 2025 Added 28.53%
$87.8B
$529,000 0.13% of portfolio
1,105
Q3 2025 Reduced 7.14%
$342B
$504,000 0.13% of portfolio
2,898
Q4 2025 New
$457M
$517,000 0.13% of portfolio
48,800
Q4 2025 Reduced 21.92%
$16B
$491,000 0.12% of portfolio
1,486
Q3 2024 New
$235B
$387,000 0.1% of portfolio
4,178
Q4 2025 Reduced 1.18%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $402 Million
  • Prior Value $389 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 15 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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