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CIK: 0001965659
Total reported value
$474.9M
$474.9M
141 檔
49.6%
At the close of Q1 2026, Park Edge Advisors, LLC disclosed equity holdings valued at approximately $474.9M, spread across 141 reported holdings.
Park Edge Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 22 holdings and trimming 56 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LECO | Lincoln Electric Holdings | Stock-Industrials | 36.23% | -0.94% | -5.58% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 8.55% | -6.37% | +432.19% | |
| 3 | CDX | Simplify High Yield ETF | ETF-High Yield | 3.72% | -0.29% | +0.38% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.12% | -0.23% | +3.80% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 2.62% | -1.15% | -6.84% | |
| 6 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.92% | -0.14% | +12.56% | |
| 7 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.85% | -0.32% | -0.19% | |
| 8 | IPKW | Invesco International Buybac | ETF-Other | 1.33% | +0.99% | -50.61% | |
| 9 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 1.33% | -0.09% | +31.62% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.31% | -0.02% | +2801.91% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.30% | -0.34% | -11.31% | |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.16% | +1.49% | +17.80% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.13% | -0.26% | -17.45% | |
| 14 | AGGA | Ea As Dy Cr US Fi In Etf-usd | ETF-Other | 1.00% | -0.08% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.07% | -1.13% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.20% | +28.44% | |
| 17 | FOXY | Simplify Currency Strtgy ETF | ETF-Other | 0.87% | -0.11% | +64.96% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.83% | — | +21.66% | |
| 19 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 0.76% | -0.06% | -37.87% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.72% | -0.07% | -1.52% | |
| 21 | MTBA | Simplify Mbs ETF | ETF-Other | 0.70% | -0.04% | +18.33% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | +0.01% | +1.78% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.08% | +0.81% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.06% | +14.97% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.30% | +36.54% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.60% | -0.09% | +11.98% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | +0.29% | -0.15% | |
| 28 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.59% | +0.68% | +0.44% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | -0.02% | -0.37% | |
| 30 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.56% | -0.27% | -29.91% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.13% | +7.34% | |
| 32 | COHR | Coherent CORP | Stock-Tech | 0.55% | +0.29% | -14.23% | |
| 33 | IDV | Ishares International Select | ETF-Other | 0.53% | -0.04% | +12.76% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.52% | +0.01% | -49.32% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.49% | -0.23% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | -0.30% | +3.56% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | -0.01% | +0.07% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.46% | +0.08% | +217.49% | |
| 39 | SBAR | Simplify Barrier Income ETF | ETF-Other | 0.46% | +0.04% | +25.99% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.45% | — | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.05% | +0.84% | |
| 42 | HARD | Simplify Commodities Str K-1 | ETF-Other | 0.44% | -0.11% | +8.17% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | -0.28% | -0.82% | |
| 44 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.41% | -0.01% | +4.28% | |
| 45 | GE | General Electric | Stock-Industrials | 0.40% | +0.10% | -0.80% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.43% | -42.41% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.21% | -23.13% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.06% | -2.58% | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.38% | -0.13% | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.38% | +0.10% | -5.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +7% | +432.19% | Add |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | +1.3% | +2801.91% | Add |
| 3 | FOXY | Simplify Currency Strtgy ETF | +0.4% | +64.96% | Add |
| 4 | WTBN | Wisdomtree Bianco Tr Fund | +0.3% | +31.62% | Add |
| 5 | MS | Morgan Stanley | +0.3% | +217.49% | Add |
| 6 | WMT | Walmart Inc | +0.3% | +28.44% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.3% | -11.31% | Trim |
| 8 | AGGH | Simplify Aggregate Bond ETF | +0.2% | +12.56% | Add |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +3.80% | Add |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | +17.80% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +36.54% | Add |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +43.07% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +21.66% | Add |
| 14 | HARD | Simplify Commodities Str K-1 | +0.1% | +8.17% | Add |
| 15 | MTBA | Simplify Mbs ETF | +0.1% | +18.33% | Add |
| 16 | IDV | Ishares International Select | +0.1% | +12.76% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.15% | Trim |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +111.87% | Add |
| 19 | TJX | Tjx Companies Inc | +0.1% | +11.98% | Add |
| 20 | GEV | GE Vernova Inc | +0.1% | -5.42% | Trim |
| 21 | CW | Curtiss-wright CORP | +0.1% | +100.73% | Add |
| 22 | SBAR | Simplify Barrier Income ETF | +0.1% | +25.99% | Add |
| 23 | TSLA | Tesla Inc | +0.1% | +72.66% | Add |
| 24 | GLD | Spdr Gold Shares | +0.1% | -6.84% | Trim |
| 25 | COHR | Coherent CORP | +0.1% | -14.23% | Trim |
| 26 | NOC | Northrop Grumman CORP | +0.1% | — | Unchanged |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +24.00% | Add |
| 28 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +0.07% | Add |
| 29 | NVDA | Nvidia CORP | +0.1% | +14.97% | Add |
| 30 | RTX | Rtx CORP | 0% | +3.50% | Add |
| 31 | SPHD | Invesco S&p 500 High Dividen | 0% | +4.28% | Add |
| 32 | CRS | Carpenter Technology | 0% | — | Unchanged |
| 33 | DFAE | Dimensional Emerging Core Eq | 0% | +33.95% | Add |
| 34 | WELL | Welltower Inc | 0% | +3.87% | Add |
| 35 | BMY | Bristol-myers Squibb Co | 0% | -0.13% | Trim |
| 36 | CVX | Chevron CORP | 0% | -1.35% | Trim |
| 37 | NN | Nextnav Inc | 0% | +33.16% | Add |
| 38 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 39 | DUK | Duke Energy CORP | 0% | +3.26% | Add |
| 40 | VIRC | Virco Mfg Corporation | 0% | +60.88% | Add |
| 41 | AXTI | Axt Inc | 0% | -69.85% | Trim |
| 42 | PEP | Pepsico Inc | 0% | -4.45% | Trim |
| 43 | PFE | Pfizer Inc | 0% | -6.40% | Trim |
| 44 | CSX | Csx CORP | 0% | -4.11% | Trim |
| 45 | PFG | Principal Financial Group | 0% | — | Unchanged |
| 46 | OUSM | Alps Oshares US Small-cap Qu | 0% | +0.44% | Add |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | 0% | — | Unchanged |
| 48 | FNX | First Trust Mid Cap Core Alp | 0% | +0.17% | Add |
| 49 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 50 | VTI | Vanguard Total Stock Mkt ETF | — | +0.84% | Add |
According to official SEC Form 13F filings, Park Edge Advisors, LLC reported a total U.S. public equity portfolio value of $474.9M across 141 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LECO, BIL, CDX) accounted for 49.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AGGA
市值: $4.3M
Top Position Liquidated / Trimmed
XLF
前期市值: $4.6M
During Q1 2026, Park Edge Advisors, LLC's top holdings by market value included LECO (36.2%)、BIL (8.6%)、CDX (3.7%). The largest single position, LECO, represented 36.2% of total portfolio value.
In Q1 2026, Park Edge Advisors, LLC made 144 total portfolio adjustments, initiating 12 new buys, adding to 54 positions, trimming 56 holdings, and fully liquidating 22 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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