Park Edge Advisors, LLC Portfolio Holdings

Park Edge Advisors, LLC

  • $353 Million
  • Q2 2025

Park Edge Advisors, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $353 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lincoln Electric Holdings Inc with a value of $139M, Spdr Bloomberg 1 3 Month T Bil with a value of $22.6M, Simplify Exch.Trad Fds Simplif with a value of $14.3M, Ishares Barclays 0 5 Year Tips with a value of $9.63M, and Spdr Gold Trust with a value of $8.84M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $325M to 353M.

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 $353 Million
Industrials: $147 Million
ETFs: $136 Million
Technology: $16.5 Million
Financial Services: $14.3 Million
Healthcare: $10.2 Million
Communication Services: $10.1 Million
Consumer Defensive: $8.85 Million
Consumer Cyclical: $5.63 Million
Other: $3.99 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.8B
$139 Million 39.43% of portfolio
670,889
Q1 2024 Reduced 0.04%
$3.75T
$3.92 Million 1.11% of portfolio
7,884
Q2 2025 Added 5.71%
$831B
$3.8 Million 1.08% of portfolio
13,111
Q2 2025 Added 7.3%
$474B
$3.45 Million 0.98% of portfolio
32,031
Q2 2025 Added 0.28%
$1.62T
$3.21 Million 0.91% of portfolio
4,346
Q2 2025 Reduced 4.17%
$113B
$2.98 Million 0.84% of portfolio
10,809
Q2 2025 Added 46.34%
$263B
$2.93 Million 0.83% of portfolio
29,950
Q2 2025 Added 9.78%
$2.27T
$2.85 Million 0.81% of portfolio
13,007
Q2 2025 Added 9.25%
$260B
$2.75 Million 0.78% of portfolio
9,316
Q2 2025 Added 41.65%
$573B
$2.68 Million 0.76% of portfolio
1,998
Q2 2025 Added 12.12%
$3.39T
$2.54 Million 0.72% of portfolio
12,378
Q2 2025 Added 6.18%
$435B
$2.39 Million 0.68% of portfolio
2,414
Q2 2025 Added 11.3%
$631B
$2.21 Million 0.63% of portfolio
4,540
Q2 2025 Added 9.27%
$406B
$2.16 Million 0.61% of portfolio
13,703
Q2 2025 Reduced 9.43%
$373B
$2.05 Million 0.58% of portfolio
12,876
Q2 2025 Reduced 2.68%
$636B
$2.03 Million 0.58% of portfolio
9,305
Q2 2025 Added 23.74%
$274B
$1.69 Million 0.48% of portfolio
6,565
Q2 2025 Added 31.77%
$585B
$1.61 Million 0.46% of portfolio
4,538
Q2 2025 Added 71.18%
$409B
$1.64 Million 0.46% of portfolio
10,732
Q2 2025 Reduced 0.02%
$748B
$1.51 Million 0.43% of portfolio
1,936
Q2 2025 Added 10.19%
$1.08T
$1.52 Million 0.43% of portfolio
8,580
Q2 2025 Added 20.13%
$289B
$1.4 Million 0.4% of portfolio
5,892
Q2 2025 Added 22.9%
$200B
$1.32 Million 0.37% of portfolio
45,526
Q2 2025 Added 28.79%
$187B
$1.22 Million 0.35% of portfolio
2,248
Q2 2025 Reduced 4.26%
$23.1B
$1.25 Million 0.35% of portfolio
5,216
Q2 2025 Added 10.77%
$146B
$1.23 Million 0.35% of portfolio
9,963
Q2 2025 Reduced 26.39%
$78.2B
$1.12 Million 0.32% of portfolio
2,250
Q4 2023 Reduced 0.27%
$147B
$1.05 Million 0.3% of portfolio
3,930
Q2 2025 Added 0.41%
$238B
$1.06 Million 0.3% of portfolio
1,492
Q2 2025 Reduced 14.3%
$237B
$1.02 Million 0.29% of portfolio
3,207
Q2 2025 Reduced 10.27%
$128B
$997,000 0.28% of portfolio
3,236
Q4 2024 Reduced 3.29%
$185B
$938,000 0.27% of portfolio
7,108
Q2 2025 Reduced 3.02%
$380B
$861,000 0.24% of portfolio
2,351
Q1 2025 Reduced 5.51%
$20.2B
$813,000 0.23% of portfolio
10,236
Q4 2024 Reduced 6.01%
$337B
$700,000 0.2% of portfolio
3,772
Q1 2025 Reduced 3.82%
$101B
$684,000 0.19% of portfolio
14,777
Q3 2024 Reduced 3.9%
$148B
$678,000 0.19% of portfolio
1,715
Q2 2025 New
$240B
$583,000 0.17% of portfolio
4,145
Q2 2025 Added 0.68%
$92B
$596,000 0.17% of portfolio
1,190
Q4 2023 Reduced 7.39%
$233B
$610,000 0.17% of portfolio
4,486
Q2 2025 Reduced 0.07%
$143B
$580,000 0.16% of portfolio
23,930
Q2 2025 Reduced 4.79%
$934B
$498,000 0.14% of portfolio
1,570
Q2 2025 Added 1.88%
$13.4B
$410,000 0.12% of portfolio
1,486
Q3 2024 New
$539B
$381,000 0.11% of portfolio
679
Q2 2025 Added 12.42%
$215B
$351,000 0.1% of portfolio
2,410
Q2 2025 New
$276B
$339,000 0.1% of portfolio
1,862
Q2 2025 Reduced 0.11%
$143B
$343,000 0.1% of portfolio
961
Q2 2025 Reduced 62.58%
$116B
$354,000 0.1% of portfolio
1,224
Q4 2022 New
$283B
$357,000 0.1% of portfolio
1,147
Q2 2025 Added 12.89%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $353 Million
  • Prior Value $325 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
Track This Portfolio

Track Park Edge Advisors, LLC Portfolio

Follow Park Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Park Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Park Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email