Investor
Park Edge Advisors, LLC
CIK 0001965659 · filed 2026-04-20 · SEC filing
13F book
$433.9M
Positions
141
12 new · 21 sold
Largest name
36.2%
Lincoln Elec Hldgs Inc
Est. mark
$5.38M
Price effect on 129 names still held. Flow −$13.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Lincoln Elec Hldgs Inc | — | 631.1K | $157.2M | 36.2% | $5.96M | Cut−$2.98M |
| Spdr Series Trust | — | 405K | $37.1M | 8.6% | $19.8K | Added$30.2M |
| Simplify Exchange Traded Fun | — | 755.9K | $16.1M | 3.7% | −$700.4K | Added−$639.6K |
| Ishares Tr | — | 130.7K | $13.5M | 3.1% | $130.9K | Added$625.9K |
| Spdr Gold Tr | — | 26.4K | $11.4M | 2.6% | $897.7K | Cut$129.2K |
| Simplify Exchange Traded Fun | — | 410K | $8.34M | 1.9% | −$127.5K | Added$803.7K |
| Simplify Exchange Traded Fun | — | 380.2K | $8.02M | 1.8% | −$305.3K | Cut−$321K |
| Invesco Exch Traded Fd Tr Ii | — | 102.6K | $5.77M | 1.3% | $70.7K | Cut−$5.77M |
| Wisdomtree Tr | — | 227.5K | $5.76M | 1.3% | −$27.4K | Added$1.36M |
| Ishares Tr | — | 60.7K | $5.7M | 1.3% | −$4.92K | Added$5.5M |
| Exxon Mobil Corp | — | 33.3K | $5.66M | 1.3% | $1.64M | Cut$1.13M |
| Invesco Exchange Traded Fd T | — | 67K | $5.04M | 1.2% | $7.99K | Added$769.9K |
| Ishares Gold Tr | — | 55.6K | $4.9M | 1.1% | $388.6K | Cut−$565.4K |
| Ea Series Trust | — | 172.6K | $4.34M | 1.0% | — | New |
| Jpmorgan Chase & Co. | — | 13.5K | $3.96M | 0.9% | −$377.8K | Cut−$427.4K |
| Walmart Inc. | WMT | 31.4K | $3.91M | 0.9% | $315.1K | Added$1.18M |
| Simplify Exchange Traded Fun | — | 128.4K | $3.75M | 0.9% | $158K | Added$1.64M |
| Apple Inc. | AAPL | 14.2K | $3.6M | 0.8% | −$210.6K | Added$429.7K |
| Simplify Exchange Traded Fun | — | 140K | $3.29M | 0.8% | −$28K | Cut−$2.05M |
| Ishares Tr | — | 37.9K | $3.13M | 0.7% | −$9.46K | Cut−$58K |
| Simplify Exchange Traded Fun | — | 61.4K | $3.04M | 0.7% | −$49.3K | Added$421K |
| Microsoft Corp | MSFT | 8.07K | $2.99M | 0.7% | −$898.9K | Added−$846.7K |
| Amazon Com Inc | AMZN | 14K | $2.91M | 0.7% | −$312.7K | Added−$289.2K |
| Nvidia Corp | NVDA | 15.8K | $2.75M | 0.6% | −$166.2K | Added$192.5K |
| Berkshire Hathaway Inc Del | — | 5.55K | $2.66M | 0.6% | −$95.4K | Added$616.7K |
| Tjx Cos Inc New | — | 16.4K | $2.62M | 0.6% | $89.3K | Added$369.9K |
| Johnson & Johnson | JNJ | 10.7K | $2.62M | 0.6% | $401.8K | Cut$398.5K |
| Alps Etf Tr | — | 58.7K | $2.57M | 0.6% | −$18 | Added$11.3K |
| Broadcom Inc. | AVGO | 7.89K | $2.44M | 0.6% | −$288.8K | Cut−$298.8K |
| Ishares Tr | — | 35.3K | $2.42M | 0.6% | $47.3K | Cut−$964.3K |
| Meta Platforms, Inc. | META | 4.17K | $2.39M | 0.5% | −$341.4K | Added−$178.3K |
| Coherent Corp. | COHR | 9.94K | $2.37M | 0.5% | $533.4K | Cut$228.9K |
| Ishares Tr | — | 53.9K | $2.3M | 0.5% | $148.8K | Added$408.6K |
| Select Sector Spdr Tr | — | 49.3K | $2.26M | 0.5% | $157.7K | Cut−$1.89M |
| Ishares Tr | — | 6.66K | $2.12M | 0.5% | — | New |
| AbbVie Inc. | ABBV | 9.58K | $2.08M | 0.5% | −$101.8K | Added−$30.2K |
| Schwab Strategic Tr | — | 65.7K | $2.01M | 0.5% | $213.3K | Added$214.7K |
| Morgan Stanley | — | 12.2K | $2M | 0.5% | −$49.6K | Added$1.32M |
| Simplify Exchange Traded Fun | — | 81.5K | $2M | 0.5% | −$104.8K | Added$307.7K |
| Emerson Elec Co | — | 14.9K | $1.95M | 0.4% | −$25.3K | Held |
| Vanguard Index Fds | — | 6.03K | $1.93M | 0.4% | −$86.5K | Added−$70.5K |
| Simplify Exchange Traded Fun | — | 53.5K | $1.89M | 0.4% | $283.3K | Added$426.3K |
| International Business Machs | — | 7.52K | $1.82M | 0.4% | −$404.6K | Cut−$422.9K |
| Invesco Exch Traded Fd Tr Ii | — | 35.8K | $1.78M | 0.4% | $55.3K | Added$128.1K |
| Ge Aerospace | — | 6.17K | $1.75M | 0.4% | −$149.6K | Cut−$165K |
| Spdr S&P 500 Etf Tr | — | 2.66K | $1.73M | 0.4% | −$84.1K | Cut−$1.42M |
| Alphabet Inc | — | 6.04K | $1.73M | 0.4% | −$162.5K | Cut−$732.4K |
| Procter And Gamble Co | PG | 11.9K | $1.73M | 0.4% | $13.5K | Cut−$31.8K |
| Select Sector Spdr Tr | — | 27K | $1.65M | 0.4% | — | New |
| GE Vernova Inc. | GEV | 1.87K | $1.63M | 0.4% | $409.5K | Cut$339.6K |
| Netflix Inc | NFLX | 16.9K | $1.62M | 0.4% | $40.3K | Cut−$338.4K |
| RTX Corp | RTX | 8.28K | $1.6M | 0.4% | $76K | Added$130K |
| Schwab Us Aggregate Bond | — | 68.6K | $1.59M | 0.4% | −$10.3K | Cut−$32.5K |
| Northrop Grumman Corp | — | 2.25K | $1.54M | 0.4% | $252.1K | Held |
| Vanguard Intl Equity Index F | — | 28.4K | $1.53M | 0.4% | $5.76K | Added$467.5K |
| Simplify Exchange Traded Fun | — | 97.7K | $1.5M | 0.3% | −$211.3K | Added−$173K |
| Goldman Sachs Group Inc | — | 1.77K | $1.49M | 0.3% | −$47K | Added$242.3K |
| Simplify Exchange Traded Fun | — | 36.9K | $1.47M | 0.3% | −$63.8K | Cut−$85.5K |
| Visa Inc. | V | 4.67K | $1.41M | 0.3% | −$226.5K | Cut−$277K |
| Oracle Corp | — | 8.92K | $1.31M | 0.3% | −$426.4K | Cut−$730.8K |
| Wells Fargo Co New | — | 16.3K | $1.3M | 0.3% | — | New |
| Spdr Series Trust | — | 47.4K | $1.28M | 0.3% | −$23.2K | Cut−$4.65M |
| Cambria Etf Tr | — | 32.5K | $1.21M | 0.3% | — | New |
| STERIS plc | STE | 5.28K | $1.17M | 0.3% | −$170.6K | Added−$167.9K |
| Capital One Finl Corp | — | 6.29K | $1.15M | 0.3% | −$376K | Added−$373.1K |
| Newmont Corp | — | 10.2K | $1.1M | 0.3% | — | New |
| Simplify Exchange Traded Fun | — | 29.8K | $1.08M | 0.3% | −$83.9K | Added−$56.2K |
| Welltower Inc. | WELL | 5.45K | $1.08M | 0.2% | $63.5K | Added$103.6K |
| Boston Scientific Corp | BSX | 17K | $1.06M | 0.2% | — | New |
| Pepsico Inc | PEP | 6.79K | $1.05M | 0.2% | $79.9K | Cut$34.6K |
| Tesla, Inc. | TSLA | 2.75K | $1.02M | 0.2% | −$124.1K | Added$305.7K |
| Principal Financial Group In | — | 10.2K | $922.4K | 0.2% | $19.4K | Held |
| Schwab Strategic Tr | — | 35.7K | $914.2K | 0.2% | −$45.3K | Cut−$125.9K |
| Eli Lilly & Co | LLY | 983 | $904.2K | 0.2% | −$152.3K | Cut−$408.1K |
| Palantir Technologies Inc. | PLTR | 6.14K | $898.2K | 0.2% | −$91.2K | Added$383K |
| Ishares Bitcoin Trust Etf | IBIT | 23.2K | $889.5K | 0.2% | −$260K | Cut−$676.2K |
| Bristol-Myers Squibb Co | — | 14.4K | $872.2K | 0.2% | $96.5K | Cut$95.5K |
| Mastercard Inc | MA | 1.71K | $854.4K | 0.2% | −$121.8K | Cut−$939.9K |
| Ishares Tr | — | 8.63K | $838.4K | 0.2% | $9.51K | Cut−$475.2K |
| Axt Inc | AXTI | 14.7K | $838.3K | 0.2% | $597.7K | Cut$40.4K |
| Invesco Db Multi-Sector Comm | — | 34.4K | $807.5K | 0.2% | — | New |
| Vaneck Etf Trust | — | 8.48K | $778.5K | 0.2% | $50.9K | Cut−$2.56M |
| Alps Etf Tr | — | 12.7K | $708.3K | 0.2% | −$25.8K | Cut−$36.8K |
| Vanguard Index Fds | — | 2.24K | $644.5K | 0.1% | −$6.82K | Added−$6.53K |
| Pfizer Inc | PFE | 22.4K | $628.9K | 0.1% | $71.2K | Cut$33.1K |
| Home Depot, Inc. | HD | 1.9K | $625.2K | 0.1% | −$29K | Cut−$32.5K |
| Carpenter Technology Corp | CRS | 1.49K | $585.7K | 0.1% | $117.9K | Held |
| Curtiss Wright Corp | CW | 827 | $563.3K | 0.1% | $53.5K | Added$336.2K |
| Automatic Data Processing In | — | 2.69K | $545.7K | 0.1% | −$145.2K | Cut−$286.7K |
| Merck & Co., Inc. | MRK | 4.18K | $502.6K | 0.1% | $62.8K | Held |
| Rbb Fd Inc | — | 9.9K | $493.6K | 0.1% | −$180 | Cut−$1.3M |
| Moodys Corp | — | 1.1K | $479.9K | 0.1% | −$82.1K | Cut−$84.6K |
| Intuitive Surgical Inc | ISRG | 968 | $446.2K | 0.1% | −$102K | Cut−$274.7K |
| Ishares Tr | — | 7.79K | $442.4K | 0.1% | $16.2K | Cut−$215.5K |
| Duke Energy Corp New | — | 3.26K | $426.6K | 0.1% | $43.3K | Added$56.8K |
| Abbott Labs | ABT | 4.04K | $414.6K | 0.1% | −$91.4K | Cut−$147.6K |
| Ishares Tr | — | 13.4K | $405K | 0.1% | −$8.5K | Added−$6.56K |
| Chubb Limited | — | 1.22K | $398.9K | 0.1% | $16.9K | Held |
| Ishares Tr | — | 606 | $395.7K | 0.1% | −$17.9K | Added$7.58K |
| Putnam Etf Trust | — | 47.2K | $392.6K | 0.1% | −$2.81K | Added$2 |
| First Tr Exch Traded Fd Iii | — | 21.9K | $388.4K | 0.1% | −$10.2K | Added−$5.84K |
| Csx Corp | CSX | 9.33K | $383.1K | 0.1% | $44.8K | Cut$30.3K |
| Ishares Tr | — | 2.6K | $376.2K | 0.1% | $9.23K | Held |
| Dimensional Etf Trust | — | 11.1K | $375.1K | 0.1% | $10.7K | Added$105.7K |
| Ishares Tr | — | 1.75K | $373.5K | 0.1% | $5.82K | Held |
| First Tr Exchange-Traded Alp | — | 2.88K | $370K | 0.1% | $6.53K | Added$7.18K |
| Vanguard Whitehall Fds | — | 2.48K | $368K | 0.1% | $11.4K | Cut−$51.8K |
| Pnc Finl Svcs Group Inc | — | 1.75K | $363.5K | 0.1% | −$1.12K | Held |
| Nextnav Inc | — | 22.5K | $361.1K | 0.1% | −$10.5K | Added$79.4K |
| At&T Inc | — | 12K | $346.9K | 0.1% | $49.7K | Cut−$1.99M |
| Vanguard Scottsdale Fds | — | 3.13K | $343.7K | 0.1% | −$37.4K | Added−$33.8K |
| Chevron Corp New | CVX | 1.6K | $331.5K | 0.1% | $87.3K | Cut$83.9K |
| Dimensional Etf Trust | — | 8.28K | $322.7K | 0.1% | — | New |
| Vanguard Index Fds | — | 1.43K | $310.9K | 0.1% | $7.81K | Held |
| Ishares Tr | — | 2.79K | $308.1K | 0.1% | $1.26K | Cut−$24.9K |
| Philip Morris Intl Inc | — | 1.86K | $307.9K | 0.1% | $9.2K | Cut−$1.41M |
| Vanguard Intl Equity Index F | — | 4K | $300.1K | 0.1% | — | New |
| Vanguard World Fd | — | 1.09K | $297.1K | 0.1% | −$16.9K | Held |
| Invesco Qqq Tr | — | 511 | $294.8K | 0.1% | −$19.1K | Cut−$4.67M |
| Vanguard Charlotte Fds | — | 5.79K | $278.2K | 0.1% | — | New |
| American Express Co | AXP | 917 | $277.3K | 0.1% | −$46K | Added$25K |
| Costco Whsl Corp New | — | 270 | $269K | 0.1% | $36.2K | Cut−$1.33M |
| Ishares Tr | — | 3.41K | $260.4K | 0.1% | — | New |
| Medtronic Plc | MDT | 2.99K | $259.1K | 0.1% | −$28.1K | Held |
| Norfolk Southn Corp | — | 900 | $258.3K | 0.1% | −$1.55K | Held |
| Vanguard Specialized Funds | — | 1.14K | $244.6K | 0.1% | −$5.39K | Added−$4.74K |
| J P Morgan Exchange Traded F | — | 4.75K | $232.1K | 0.1% | −$1.04K | Held |
| Global X Fds | — | 7.46K | $230.3K | 0.1% | $1.08K | Cut−$25.8K |
| Blackrock Cr Allocation Inco | — | 22.4K | $225.8K | 0.1% | −$15.9K | Added−$9.49K |
| Zimmer Biomet Holdings, Inc. | ZBH | 2.48K | $224.2K | 0.1% | $1.24K | Held |
| Sherwin Williams Co | SHW | 692 | $221.9K | 0.1% | −$2.4K | Held |
| Alps Etf Tr | — | 7.97K | $217.8K | 0.1% | $8.24K | Added$16.4K |
| Grayscale Ethereum Trust Etf | — | 12.6K | $215.8K | 0.1% | −$92.3K | Held |
| Keycorp | — | 10.4K | $208.3K | 0.0% | −$6.13K | Held |
| Paychex Inc | PAYX | 2.21K | $203.6K | 0.0% | −$44.3K | Held |
| Alibaba Group Hldg Ltd | — | 1.62K | $203.2K | 0.0% | −$31.3K | Added−$14.3K |
| Virco Mfg Corporation | VIRC | 29.1K | $178.2K | 0.0% | −$4.89K | Added$62.6K |
| Flux Pwr Hldgs Inc | — | 100K | $107K | 0.0% | −$19.8K | Added−$18.9K |
| The Realreal Inc | — | 10K | $91.1K | 0.0% | −$67.2K | Cut−$70K |
| LifeStance Health Group, Inc. | LFST | 11.3K | $72K | 0.0% | −$7.57K | Cut−$11.5K |
| Cronos Group Inc. | CRON | 10.6K | $26.7K | 0.0% | −$1.28K | Cut−$1.76K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.