Park Edge Advisors, LLC

CIK: 0001965659Latest portfolio: $441.7M · Q4 2025

Holdings

151

Total Value

$441.7M

New Positions

16

Closed Positions

11

#StockSharesValue% PortfolioChangeType
1
LECOLINCOLN ELEC HLDGS INC
668,457$160.2M36.26%-123
2
CDXSIMPLIFY EXCHANGE TRADED FUN
753,087$16.8M3.80%+34K
3
STIPISHARES TR
125,901$12.9M2.92%+3K
4
IPKWINVESCO EXCH TRADED FD TR II
207,652$11.5M2.61%-9,943
5
GQ9SPDR GOLD TR
28,357$11.2M2.54%-2,974
6
TUASIMPLIFY EXCHANGE TRADED FUN
380,893$8.3M1.89%-4,935
7
AGGHSIMPLIFY EXCHANGE TRADED FUN
364,262$7.5M1.71%+2K
8
BILSPDR SERIES TRUST
76,094$7.0M1.57%-11,868
9
BWZSPDR SERIES TRUST
216,156$5.9M1.34%NEW
10
IAU*ISHARES GOLD TR
67,339$5.5M1.24%-15,394
11
BUCKSIMPLIFY EXCHANGE TRADED FUN
225,404$5.3M1.21%-48,341
12
NDQINVESCO QQQ TR
8,085$5.0M1.12%+6K
13
XLFSELECT SECTOR SPDR TR
83,417$4.6M1.03%+44K
14
XOMEXXON MOBIL CORP
37,599$4.5M1.02%-312
15
WTBNWISDOMTREE TR
172,885$4.4M1.00%+3K
16
JPMJPMORGAN CHASE & CO.
13,621$4.4M0.99%-171
17
IWFISHARES TR
9,160$4.3M0.98%+7K
18
SPHQINVESCO EXCHANGE TRADED FD T
56,913$4.3M0.97%+1K
19
XLUSELECT SECTOR SPDR TR
97,231$4.2M0.94%+70K
20
XLCSELECT SECTOR SPDR TR
34,169$4.0M0.91%+15K
21
MSFTMICROSOFT CORP
7,925$3.8M0.87%-852
22
ACWXISHARES TR
50,380$3.4M0.77%-4,281
23
GDXVANECK ETF TRUST
38,926$3.3M0.76%NEW
24
EWCISHARES INC
61,634$3.3M0.75%NEW
25
EWUISHARES TR
75,046$3.3M0.75%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
XLU97K+70K
XLF83K+44K
CDX753K+34K
NFLX21K+19K
XLC34K+15K
BTZ22K+10K
IWF9K+7K
NDQ8K+6K
T94K+5K
SVOL95K+5K

Decreased Positions

NameSharesChange
SHY39K-57376
BUCK225K-48341
SPLV15K-43944
IBIT32K-36346
IAU*67K-15394
AXTI49K-13700
BIL76K-11868
IPKW208K-9943
WMT24K-8387
TUA381K-4935

Sector Breakdown

Financial Services0.0% ($1.6771128911153983e+265T)
Industrials0.0% ($1.6018919781914145e+39T)
Healthcare0.0% ($2.2222114133513127e+34T)
Technology0.0% ($3.8323166274125626e+30T)
Unknown0.0% ($1.1237546549662045e+30T)
Consumer Cyclical0.0% ($32002253715657.2T)
Communication Services0.0% ($2563246323342.0T)
Consumer Defensive0.0% ($2727175716.0T)
Energy0.0% ($4.5B)
Utilities0.0% ($1.3B)
Basic Materials0.0% ($437.2M)
Real Estate0.0% ($974K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 16, 2026$441.7M151
Q3 2025Oct 9, 2025$433.0B146
Q2 2025Jul 7, 2025$389.9B143
Q1 2025Apr 10, 2025$359.1B137

Fund Information

CIK0001965659
Most Recent FilingJan 16, 2026
Number of Filings4

Park Edge Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $441.7M across 151 holdings. The largest position is LINCOLN ELEC HLDGS INC (LECO), representing 36.3% of the portfolio. Compared to the previous quarter, the fund opened 16 new positions and closed 11 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.