Latest Park Edge Advisors, LLC Stock Portfolio

Park Edge Advisors, LLC Performance:

2026 Q1: 1.36%YTD: 1.36%2025: 17.28%

Performance for 2026 Q1 is 1.36%, and YTD is 1.36%, and 2025 is 17.28%.

About Park Edge Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Park Edge Advisors, LLC reported an equity portfolio of $433.9 Millions as of 31 Mar, 2026.

The top stock holdings of Park Edge Advisors, LLC are LECO, BIL, AGGH. The fund has invested 36.2% of it's portfolio in LINCOLN ELEC HLDGS INC and 8.6% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and ISHARES INC (ACWV) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), AT&T INC (T) and COSTCO WHOLESALE CORPORATION (COST). Park Edge Advisors, LLC opened new stock positions in EA SERIES TRUST, ISHARES TR (IJR) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), SPDR SERIES TRUST (BIL) and MORGAN STANLEY (MS).

Park Edge Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Park Edge Advisors, LLC made a return of 1.36% in the last quarter. In trailing 12 months, it's portfolio return was 17.59%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ea series trust	4,337,870
ishares tr	2,117,710
select sector spdr tr	1,652,180
wells fargo & co	1,295,810
cambria etf tr	1,213,350
newmont corp	1,103,720
boston scientific corp	1,064,120
invesco db multi-sector comm	807,507

New stocks bought by Park Edge Advisors, LLC

Additions

Ticker	% Inc.
ishares tr	2,801
spdr series trust	432
morgan stanley	217
palantir technologies inc	111
curtiss wright corp	100
tesla inc	72.66
simplify exchange traded fun	64.96
virco mfg co	60.88

Additions to existing portfolio by Park Edge Advisors, LLC

Reductions

Ticker	% Reduced
invesco qqq tr	-93.68
at&t inc	-87.27
costco wholesale corporation	-85.48
philip morris intl inc	-82.6
vaneck etf trust	-78.21
spdr series trust	-78.05
rbb fd inc	-72.48
axt inc	-69.85

Park Edge Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
select sector spdr tr	-4,568,750
ishares tr	-3,300,520
ishares inc	-3,323,920
select sector spdr tr	-4,022,380
select sector spdr tr	-3,257,980
invesco db multi-sector comm	-548,691
altria group inc	-936,052
invesco exch traded fd tr ii	-1,037,800

Park Edge Advisors, LLC got rid off the above stocks

Sector Distribution

Park Edge Advisors, LLC has about 41% of it's holdings in Others sector.

Sector	%
Others	41
Industrials	38.5
Technology	4.5
Financial Services	3.4
Utilities	3.2
Healthcare	2.6
Consumer Defensive	1.7
Consumer Cyclical	1.7
Energy	1.4
Communication Services	1.4

Market Cap. Distribution

Park Edge Advisors, LLC has about 55.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	41.5
UNALLOCATED	41
MEGA-CAP	14
MID-CAP	3.2

Stocks belong to which Index?

About 21.5% of the stocks held by Park Edge Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	78.5
S&P 500	18.1
RUSSELL 2000	3.4

Top 5 Winners (%)		%
AXTI	axt inc	161.7 %
XOM	exxon mobil corp	38.7 %
CVX	chevron corporation	35.5 %
	ge vernova inc	32.6 %
COHR	coherent corp	27.0 %

Top 5 Winners ($)		$
LECO	lincoln elec hldgs inc	6.1 M
XOM	exxon mobil corp	1.7 M
AXTI	axt inc	1.3 M
GLD	spdr gold tr	0.9 M
COHR	coherent corp	0.6 M

Top 5 Losers (%)		%
REAL	the realreal inc	-42.1 %
	grayscale ethereum staking e	-29.9 %
COF	capital one finl corp	-24.7 %
MSFT	microsoft corp	-23.3 %
ORCL	oracle corp	-22.7 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.9 M
AGGH	simplify exchange traded fun	-0.7 M
ORCL	oracle corp	-0.5 M
IBM	international business machs	-0.4 M
JPM	jpmorgan chase & co	-0.4 M

Park Edge Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Park Edge Advisors, LLC

Park Edge Advisors, LLC has 139 stocks in it's portfolio. About 62% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LECO was the most profitable stock for Park Edge Advisors, LLC last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.83	14,172	3,596,600	added	21.66

AAXJ	ishares tr	1.31	60,708	5,702,300	added	2,801

AAXJ	ishares tr	0.56	35,311	2,417,750	reduced	-29.91

AAXJ	ishares tr	0.53	53,935	2,295,470	added	12.76

AAXJ	ishares tr	0.09	13,359	405,049	added	0.48

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.48	9,582	2,084,010	added	3.56

ABT	abbott laboratories	0.10	4,038	414,550	reduced	-10.01

ACES	alps etf tr	0.59	58,695	2,567,310	added	0.44

ACES	alps etf tr	0.16	12,724	708,327	reduced	-1.47

ACES	alps etf tr	0.05	7,966	217,835	added	3.89

ACWV	ishares inc	0.00	0.00	0.00	sold off	-100

ADP	automatic data processing in	0.13	2,686	545,741	reduced	-17.00

AFK	vaneck etf trust	0.18	8,483	778,485	reduced	-78.21

AGGH	simplify exchange traded fun	3.72	755,936	16,131,700	added	0.38

AGGH	simplify exchange traded fun	1.92	410,019	8,343,890	added	12.56

AGGH	simplify exchange traded fun	1.85	380,176	8,021,710	reduced	-0.19

AGGH	simplify exchange traded fun	0.86	128,359	3,753,220	added	64.96

AGGH	simplify exchange traded fun	0.76	140,046	3,291,780	reduced	-37.87

AGGH	simplify exchange traded fun	0.70	61,371	3,035,410	added	18.33