FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,193.48-0.08%
XLE56.75-0.21%
STOXX50E5,860.32-0.39%
XLF51.790.73%
FTSE10,321.09-0.56%
IXIC24,873.290.15%
RUT2,785.43-0.06%
GSPC7,175.540.15%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0000805676

PARK NATIONAL CORP /OH/

Newark, OH · File #028-10278

Latest AUM
$3.21B
Positions
511
Top-10 Concentration
45.9%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWFirst Trust Alternative Opport75943J100+361,922+$9.9M$0
NEWSPDR Dow Jones Industrial Aver78467X109+3,000+$1.4M$0
ADDAmerican Electric Power Co025537101+12,269+$1.4M+$377
NEWWheaton Precious Metals CorpWPM+10,500+$1.2M$0
ADDAltria Group IncMO+19,117+$1.1M-$1,167
NEWSchwab Short-Term U.S. Treasur808524862+37,404+$911,535$0
NEWTrinity Bank NA (TX)89641T104+9,500+$897,750$0
NEWAmphenol Corp Class A032095101+6,226+$841,382$0
ADDBerkshire Hathaway Inc Class ABRK-A+1+$754,800+$10,800
NEWParker-Hannifin CorporationPH+658+$578,356$0

Sector Allocation

Technology
22.7%$727.3M
Financials
8.4%$269.0M
Healthcare
5.8%$184.8M
Industrials
3.7%$120.0M
Energy
2.4%$76.0M
Utilities
0.5%$15.4M
Materials
0.4%$12.9M
Real Estate
0.2%$6.2M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1WisdomTree Dynamic Currency HeWT3,530,630$153.7M6.57%
2Park National Corporation700658107914,655$139.2M5.95%
3First Trust SMID Cap Rising Di33741X1023,400,129$130.3M5.57%
4NVIDIA CorporationNVDA657,773$122.7M5.25%
5Apple IncAAPL444,895$120.9M5.17%
6Microsoft CorporationMSFT239,174$115.7M4.95%
7Alphabet Inc Class AGOOG315,620$98.8M4.22%
8JPMorgan Chase & CoVYLD244,629$78.8M3.37%
9Cisco Systems IncCSCO787,339$60.6M2.59%
10Meta Platforms Inc Class AMETA77,995$51.5M2.20%
11Analog Devices IncADI186,833$50.7M2.17%
12Arista Networks IncANET335,853$44.0M1.88%
13Amazon.com IncAMZN187,586$43.3M1.85%
14Accenture PLC Class AACN157,741$42.3M1.81%
15Cadence Design Systems IncCDNS133,049$41.6M1.78%
16TJX Companies Inc872540109259,640$39.9M1.71%
17Capital Group Dividend Value E14020W106912,304$39.8M1.70%
18Netflix IncNFLX420,786$39.5M1.69%
19Waste Management Inc94106L109177,247$38.9M1.67%
20McDonald's CorporationMCD126,847$38.8M1.66%