Park Edge Advisors, LLC
CIK: 0001965659SEC EDGAR →
Portfolio Value
$441.7M
Holdings
151
As of
Q4 2025
New Positions
8
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | LINCOLN ELEC HLDGS INC | 668,457 | $160.2M | 36.26% |
| 2 | SIMPLIFY EXCHANGE TRADED FUN | 753,087 | $16.8M | 3.80% |
| 3 | ISHARES TR | 125,901 | $12.9M | 2.92% |
| 4 | INVESCO EXCH TRADED FD TR II | 207,652 | $11.5M | 2.61% |
| 5 | SPDR GOLD TR | 28,357 | $11.2M | 2.54% |
| 6 | SIMPLIFY EXCHANGE TRADED FUN | 380,893 | $8.3M | 1.89% |
| 7 | SIMPLIFY EXCHANGE TRADED FUN | 364,262 | $7.5M | 1.71% |
| 8 | SPDR SERIES TRUST | 76,094 | $7.0M | 1.57% |
| 9 | SPDR SERIES TRUST | 216,156 | $5.9M | 1.34% |
| 10 | ISHARES GOLD TR | 67,339 | $5.5M | 1.24% |
Quarterly Changes
New Positions (16)
$5.9M · 216K shares
$3.3M · 39K shares
$3.3M · 62K shares
$3.3M · 75K shares
$3.3M · 27K shares
$1.7M · 65K shares
$1.5M · 6K shares
$974K · 5K shares
$936K · 16K shares
$515K · 3K shares
$392K · 47K shares
$281K · 17K shares
$269K · 8K shares
$201K · 8K shares
$201K · 2K shares
$25K · 35K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 76 | $176.5M | 40.0% |
| Industrials | 14 | $169.8M | 38.4% |
| Unknown | 11 | $30.0M | 6.8% |
| Technology | 11 | $20.9M | 4.7% |
| Healthcare | 14 | $11.3M | 2.5% |
| Communication Services | 6 | $9.8M | 2.2% |
| Consumer Defensive | 5 | $8.0M | 1.8% |
| Consumer Cyclical | 7 | $7.3M | 1.7% |
| Energy | 2 | $4.8M | 1.1% |
| Utilities | 2 | $1.7M | 0.4% |
| Real Estate | 1 | $974K | 0.2% |
| Basic Materials | 2 | $661K | 0.1% |