Park Edge Advisors, Llc Portfolio Stock Holdings
Park Edge Advisors, Llc disclosed 141 stock positions valued at approximately $433.9 million in its latest SEC 13F filing. The largest holdings include LINCOLN ELEC HLDGS INC, SPDR SERIES TRUST, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 141
- Portfolio Value
- $433.9M
Holdings by Sector
Park Edge Advisors, Llc Portfolio Holdings in Q1 2026
132 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LINCOLN ELEC HLDGS INC | LECO | Industrials | 36.23% | 631,144 | -37,313 | -5.58% | $157,205,348 |
| SPDR SERIES TRUST | BIL | Other | 8.55% | 404,961 | +328,867 | +432.19% | $37,110,626 |
| ISHARES TR | STIP | Other | 3.12% | 130,686 | +4,785 | +3.80% | $13,516,861 |
| SPDR GOLD TR | GLD | Other | 2.62% | 26,418 | -1,939 | -6.84% | $11,367,186 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGH | Other | 1.92% | 410,019 | +45,757 | +12.56% | $8,343,887 |
| SIMPLIFY EXCHANGE TRADED FUN | TUA | Other | 1.85% | 380,176 | -717 | -0.19% | $8,021,714 |
| INVESCO EXCH TRADED FD TR II | IPKW | Other | 1.33% | 102,556 | -105,096 | -50.61% | $5,770,053 |
| ISHARES TR | EMB | Other | 1.31% | 60,708 | +58,616 | +2801.91% | $5,702,302 |
| EXXON MOBIL CORP | XOM | Energy | 1.30% | 33,345 | -4,254 | -11.31% | $5,657,284 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 1.16% | 67,046 | +10,133 | +17.80% | $5,041,172 |
| ISHARES GOLD TR | IAU | Other | 1.13% | 55,587 | -11,752 | -17.45% | $4,900,550 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.91% | 13,467 | -154 | -1.13% | $3,961,541 |
| WALMART INC | WMT | Consumer Defensive | 0.90% | 31,448 | +6,963 | +28.44% | $3,908,409 |
| APPLE INC | AAPL | Technology | 0.83% | 14,172 | +2,523 | +21.66% | $3,596,605 |
| SIMPLIFY EXCHANGE TRADED FUN | BUCK | Other | 0.76% | 140,046 | -85,358 | -37.87% | $3,291,782 |
| ISHARES TR | SHY | Other | 0.72% | 37,948 | -586 | -1.52% | $3,133,396 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 0.70% | 61,371 | +9,508 | +18.33% | $3,035,406 |
| MICROSOFT CORP | MSFT | Technology | 0.69% | 8,066 | +141 | +1.78% | $2,985,802 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.67% | 13,980 | +113 | +0.81% | $2,911,615 |
| NVIDIA CORPORATION | NVDA | Technology | 0.63% | 15,795 | +2,057 | +14.97% | $2,754,690 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.61% | 5,553 | +1,486 | +36.54% | $2,660,998 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.60% | 16,427 | +1,757 | +11.98% | $2,623,392 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.60% | 10,722 | -16 | -0.15% | $2,620,839 |
| ALPS ETF TR | OUSM | Other | 0.59% | 58,695 | +259 | +0.44% | $2,567,312 |
| BROADCOM INC | AVGO | Technology | 0.56% | 7,892 | -29 | -0.37% | $2,442,677 |
| ISHARES TR | ACWX | Other | 0.56% | 35,311 | -15,069 | -29.91% | $2,417,747 |
| META PLATFORMS INC | META | Communication Services | 0.55% | 4,169 | +285 | +7.34% | $2,385,391 |
| COHERENT CORP | COHR | Technology | 0.55% | 9,944 | -1,650 | -14.23% | $2,368,760 |
| ISHARES TR | IDV | Other | 0.53% | 53,935 | +6,105 | +12.76% | $2,295,474 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.52% | 49,276 | -47,955 | -49.32% | $2,261,276 |
| ISHARES TR | OEF | Other | 0.49% | 6,658 | +6,658 | +100.00% | $2,117,710 |
| ABBVIE INC | ABBV | Healthcare | 0.48% | 9,582 | +329 | +3.56% | $2,084,007 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.46% | 65,674 | +47 | +0.07% | $2,014,878 |
| MORGAN STANLEY | MS | Financial Services | 0.46% | 12,163 | +8,332 | +217.49% | $2,001,608 |
| EMERSON ELEC CO | EMR | Industrials | 0.45% | 14,909 | - | - | $1,953,377 |
| VANGUARD INDEX FDS | VTI | Other | 0.45% | 6,027 | +50 | +0.84% | $1,933,376 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.42% | 7,517 | -62 | -0.82% | $1,822,046 |
| INVESCO EXCH TRADED FD TR II | SPHD | Other | 0.41% | 35,786 | +1,468 | +4.28% | $1,775,343 |
| GE AEROSPACE | GE | Industrials | 0.40% | 6,165 | -50 | -0.80% | $1,749,449 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.40% | 2,663 | -1,961 | -42.41% | $1,731,804 |
| ALPHABET INC | GOOG | Communication Services | 0.40% | 6,035 | -1,816 | -23.13% | $1,731,244 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.40% | 11,947 | -316 | -2.58% | $1,725,618 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.38% | 26,970 | +26,970 | +100.00% | $1,652,182 |
| GE VERNOVA INC | GEV | Utilities | 0.38% | 1,867 | -107 | -5.42% | $1,629,707 |
| NETFLIX INC. | NFLX | Communication Services | 0.37% | 16,858 | -4,039 | -19.33% | $1,620,897 |
| RTX CORPORATION | RTX | Industrials | 0.37% | 8,283 | +280 | +3.50% | $1,597,855 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.37% | 68,554 | -951 | -1.37% | $1,591,824 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.35% | 2,250 | - | - | $1,535,040 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.35% | 28,380 | +8,543 | +43.07% | $1,533,915 |
| SIMPLIFY EXCHANGE TRADED FUN | SVOL | Other | 0.35% | 97,673 | +2,494 | +2.62% | $1,498,304 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.34% | 1,767 | +342 | +24.00% | $1,494,886 |
| VISA INC | V | Financial Services | 0.33% | 4,669 | -144 | -2.99% | $1,411,109 |
| ORACLE CORP | ORCL | Technology | 0.30% | 8,918 | -1,562 | -14.90% | $1,311,906 |
| WELLS FARGO & CO | WFC | Financial Services | 0.30% | 16,277 | +16,277 | +100.00% | $1,295,812 |
| SPDR SERIES TRUST | BWZ | Other | 0.29% | 47,439 | -168,717 | -78.05% | $1,277,058 |
| CAMBRIA ETF TR | FYLD | Other | 0.28% | 32,499 | +32,499 | +100.00% | $1,213,350 |
| STERIS PLC | G8473T100 | Other | 0.27% | 5,279 | +12 | +0.23% | $1,167,345 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.26% | 6,290 | +16 | +0.26% | $1,147,565 |
| NEWMONT CORP | NEM | Basic Materials | 0.25% | 10,196 | +10,196 | +100.00% | $1,103,717 |
| SIMPLIFY EXCHANGE TRADED FUN | SPD | Other | 0.25% | 29,794 | +763 | +2.63% | $1,083,581 |
| WELLTOWER INC | WELL | Real Estate | 0.25% | 5,451 | +203 | +3.87% | $1,077,717 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.25% | 16,958 | +16,958 | +100.00% | $1,064,115 |
| PEPSICO INC | PEP | Consumer Defensive | 0.24% | 6,792 | -316 | -4.45% | $1,054,674 |
| TESLA INC | TSLA | Consumer Cyclical | 0.24% | 2,747 | +1,156 | +72.66% | $1,021,197 |
| PRINCIPAL FINANCIAL GROUP IN | PFG | Financial Services | 0.21% | 10,236 | - | - | $922,366 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.21% | 35,655 | -2,994 | -7.75% | $914,194 |
| ELI LILLY & CO | LLY | Healthcare | 0.21% | 983 | -238 | -19.49% | $904,179 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.21% | 6,140 | +3,242 | +111.87% | $898,159 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.21% | 23,153 | -8,382 | -26.58% | $889,538 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.20% | 14,381 | -19 | -0.13% | $872,208 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.20% | 1,710 | -1,433 | -45.59% | $854,419 |
| ISHARES TR | EFA | Other | 0.19% | 8,631 | -5,047 | -36.90% | $838,372 |
| AXT INC | AXTI | Technology | 0.19% | 14,712 | -34,088 | -69.85% | $838,290 |
| INVESCO DB MULTI-SECTOR COMM | DBB | Other | 0.19% | 34,362 | +34,362 | +100.00% | $807,507 |
| VANECK ETF TRUST | GDX | Other | 0.18% | 8,483 | -30,443 | -78.21% | $778,485 |
| ALPS ETF TR | OUSA | Other | 0.16% | 12,724 | -190 | -1.47% | $708,327 |
| VANGUARD INDEX FDS | VO | Other | 0.15% | 2,244 | +1 | +0.04% | $644,530 |
| PFIZER INC | PFE | Healthcare | 0.14% | 22,398 | -1,532 | -6.40% | $628,936 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.14% | 1,901 | -10 | -0.52% | $625,220 |
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 0.13% | 1,486 | - | - | $585,707 |
| CURTISS WRIGHT CORP | CW | Industrials | 0.13% | 827 | +415 | +100.73% | $563,286 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.13% | 2,686 | -550 | -17.00% | $545,741 |
| MERCK & CO INC | MRK | Healthcare | 0.12% | 4,178 | - | - | $502,572 |
| RBB FD INC | TBIL | Other | 0.11% | 9,900 | -26,068 | -72.48% | $493,639 |
| MOODYS CORP | MCO | Financial Services | 0.11% | 1,100 | -5 | -0.45% | $479,875 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.10% | 968 | -305 | -23.96% | $446,238 |
| ISHARES TR | EEM | Other | 0.10% | 7,790 | -4,235 | -35.22% | $442,413 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.10% | 3,258 | +103 | +3.26% | $426,614 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.10% | 4,038 | -449 | -10.01% | $414,550 |
| ISHARES TR | PFF | Other | 0.09% | 13,359 | +64 | +0.48% | $405,049 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.09% | 1,224 | - | - | $398,938 |
| ISHARES TR | IVV | Other | 0.09% | 606 | +39 | +6.88% | $395,690 |
| FIRST TR EXCH TRADED FD III | FPE | Other | 0.09% | 21,883 | +244 | +1.13% | $388,420 |
| CSX CORP | CSX | Industrials | 0.09% | 9,332 | -400 | -4.11% | $383,079 |
| ISHARES TR | IJT | Other | 0.09% | 2,600 | - | - | $376,246 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.09% | 11,079 | +2,808 | +33.95% | $375,135 |
| ISHARES TR | IWD | Other | 0.09% | 1,748 | - | - | $373,495 |
| FIRST TR EXCHANGE-TRADED ALP | FNX | Other | 0.09% | 2,885 | +5 | +0.17% | $369,997 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.08% | 2,485 | -440 | -15.04% | $368,029 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.08% | 1,747 | - | - | $363,533 |