Park Edge Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$433.9M
Q ending 2026-03-31
Prior quarter
$441.7M
Q ending 2025-12-31
Change
-1.8% QoQ · +20.8% YoY
Positions
141
reported holdings
Largest positions
Top 100 of 141 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Lincoln Elec Hldgs Inc | LECO | Shares | $157.2M | 631K |
| Spdr Series Trust | BIL | Shares | $37.1M | 405K |
| Simplify Exchange Traded Fun | CDX | Shares | $16.1M | 756K |
| Ishares Tr | STIP | Shares | $13.5M | 131K |
| Spdr Gold Tr | GLD | Shares | $11.4M | 26K |
| Simplify Exchange Traded Fun | AGGH | Shares | $8.3M | 410K |
| Simplify Exchange Traded Fun | TUA | Shares | $8.0M | 380K |
| Invesco Exch Traded Fd Tr Ii | IPKW | Shares | $5.8M | 103K |
| Wisdomtree Tr | WTBN | Shares | $5.8M | 228K |
| Ishares Tr | EMB | Shares | $5.7M | 61K |
| Exxon Mobil Corp | XOM | Shares | $5.7M | 33K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $5.0M | 67K |
| Ishares Gold Tr | IAU | Shares | $4.9M | 56K |
| Ea Series Trust | AGGA | Shares | $4.3M | 173K |
| Jpmorgan Chase & Co | JPM | Shares | $4.0M | 13K |
| Walmart Inc | WMT | Shares | $3.9M | 31K |
| Simplify Exchange Traded Fun | FOXY | Shares | $3.8M | 128K |
| Apple Inc | AAPL | Shares | $3.6M | 14K |
| Simplify Exchange Traded Fun | BUCK | Shares | $3.3M | 140K |
| Ishares Tr | SHY | Shares | $3.1M | 38K |
| Simplify Exchange Traded Fun | MTBA | Shares | $3.0M | 61K |
| Microsoft Corp | MSFT | Shares | $3.0M | 8K |
| Amazon Com Inc | AMZN | Shares | $2.9M | 14K |
| Nvidia Corporation | NVDA | Shares | $2.8M | 16K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.7M | 6K |
| Tjx Cos Inc New | TJX | Shares | $2.6M | 16K |
| Johnson & Johnson | JNJ | Shares | $2.6M | 11K |
| Alps Etf Tr | OUSM | Shares | $2.6M | 59K |
| Broadcom Inc | AVGO | Shares | $2.4M | 8K |
| Ishares Tr | ACWX | Shares | $2.4M | 35K |
| Meta Platforms Inc | META | Shares | $2.4M | 4K |
| Coherent Corp | COHR | Shares | $2.4M | 10K |
| Ishares Tr | IDV | Shares | $2.3M | 54K |
| Select Sector Spdr Tr | XLU | Shares | $2.3M | 49K |
| Ishares Tr | OEF | Shares | $2.1M | 7K |
| Abbvie Inc | ABBV | Shares | $2.1M | 10K |
| Schwab Strategic Tr | SCHD | Shares | $2.0M | 66K |
| Morgan Stanley | MS | Shares | $2.0M | 12K |
| Simplify Exchange Traded Fun | SBAR | Shares | $2.0M | 81K |
| Emerson Elec Co | EMR | Shares | $2.0M | 15K |
| Vanguard Index Fds | VTI | Shares | $1.9M | 6K |
| Simplify Exchange Traded Fun | HARD | Shares | $1.9M | 53K |
| International Business Machs | IBM | Shares | $1.8M | 8K |
| Invesco Exch Traded Fd Tr Ii | SPHD | Shares | $1.8M | 36K |
| Ge Aerospace | GE | Shares | $1.7M | 6K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.7M | 3K |
| Alphabet Inc | GOOG | Shares | $1.7M | 6K |
| Procter & Gamble Co | PG | Shares | $1.7M | 12K |
| Select Sector Spdr Tr | XLE | Shares | $1.7M | 27K |
| Ge Vernova Inc | GEV | Shares | $1.6M | 2K |
| Netflix Inc. | NFLX | Shares | $1.6M | 17K |
| Rtx Corporation | RTX | Shares | $1.6M | 8K |
| Schwab Strategic Tr | SCHZ | Shares | $1.6M | 69K |
| Northrop Grumman Corp | NOC | Shares | $1.5M | 2K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.5M | 28K |
| Simplify Exchange Traded Fun | SVOL | Shares | $1.5M | 98K |
| Goldman Sachs Group Inc | GS | Shares | $1.5M | 2K |
| Simplify Exchange Traded Fun | YGLD | Shares | $1.5M | 37K |
| Visa Inc | V | Shares | $1.4M | 5K |
| Oracle Corp | ORCL | Shares | $1.3M | 9K |
| Wells Fargo & Co | WFC | Shares | $1.3M | 16K |
| Spdr Series Trust | BWZ | Shares | $1.3M | 47K |
| Cambria Etf Tr | FYLD | Shares | $1.2M | 32K |
| Steris Plc | Shares | $1.2M | 5K | |
| Capital One Finl Corp | COF | Shares | $1.1M | 6K |
| Newmont Corp | NEM | Shares | $1.1M | 10K |
| Simplify Exchange Traded Fun | SPD | Shares | $1.1M | 30K |
| Welltower Inc | WELL | Shares | $1.1M | 5K |
| Boston Scientific Corp | BSX | Shares | $1.1M | 17K |
| Pepsico Inc | PEP | Shares | $1.1M | 7K |
| Tesla Inc | TSLA | Shares | $1.0M | 3K |
| Principal Financial Group In | PFG | Shares | $922K | 10K |
| Schwab Strategic Tr | SCHX | Shares | $914K | 36K |
| Eli Lilly & Co | LLY | Shares | $904K | 983 |
| Palantir Technologies Inc | PLTR | Shares | $898K | 6K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $890K | 23K |
| Bristol-Myers Squibb Co | BMY | Shares | $872K | 14K |
| Mastercard Incorporated | MA | Shares | $854K | 2K |
| Ishares Tr | EFA | Shares | $838K | 9K |
| Axt Inc | AXTI | Shares | $838K | 15K |
| Invesco Db Multi-Sector Comm | DBB | Shares | $808K | 34K |
| Vaneck Etf Trust | GDX | Shares | $778K | 8K |
| Alps Etf Tr | OUSA | Shares | $708K | 13K |
| Vanguard Index Fds | VO | Shares | $645K | 2K |
| Pfizer Inc | PFE | Shares | $629K | 22K |
| Home Depot Inc | HD | Shares | $625K | 2K |
| Carpenter Technology Corp | CRS | Shares | $586K | 1K |
| Curtiss Wright Corp | CW | Shares | $563K | 827 |
| Automatic Data Processing In | ADP | Shares | $546K | 3K |
| Merck & Co Inc | MRK | Shares | $503K | 4K |
| Rbb Fd Inc | TBIL | Shares | $494K | 10K |
| Moodys Corp | MCO | Shares | $480K | 1K |
| Intuitive Surgical Inc | ISRG | Shares | $446K | 968 |
| Ishares Tr | EEM | Shares | $442K | 8K |
| Duke Energy Corp New | DUK | Shares | $427K | 3K |
| Abbott Laboratories | ABT | Shares | $415K | 4K |
| Ishares Tr | PFF | Shares | $405K | 13K |
| Chubb Ltd Switz | Shares | $399K | 1K | |
| Ishares Tr | IVV | Shares | $396K | 606 |
| Putnam Etf Trust | FTOH | Shares | $393K | 47K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.