Institutional Manager · CIK 0001965659
Park Edge Advisors, LLC
Cleveland, OH · File #028-23179
Latest AUM
$441.7M
Positions
151
Top-10 Concentration
66.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 2025151 pos · $441.7M
- 13F COMBINATION REPORTQ/E Sep 2025146 pos · $433.0M
- 13F COMBINATION REPORTQ/E Jun 2025143 pos · $389.9M
- 13F COMBINATION REPORTQ/E Mar 2025137 pos · $359.1M
- 13F COMBINATION REPORTQ/E Dec 2024140 pos · $343.8M
- 13F COMBINATION REPORTQ/E Sep 2024139 pos · $350.0M
- 13F COMBINATION REPORTQ/E Jun 2024134 pos · $327.2M
- 13F COMBINATION REPORTQ/E Mar 2024124 pos · $358.4M
- 13F COMBINATION REPORTQ/E Dec 2023102 pos · $278.1M
- 13F COMBINATION REPORTQ/E Sep 2023102 pos · $296.1M
- 13F COMBINATION REPORTQ/E Jun 202399 pos · $260.5M
- 13F COMBINATION REPORTQ/E Jun 202397 pos · $227.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | LINCOLN ELEC HLDGS INC | 533900106 | 668,457 | $160.2M | 43.23% |
| 2 | SIMPLIFY EXCHANGE TRADED FUN | 82889N830 | 753,087 | $16.8M | 4.53% |
| 3 | ISHARES TR | 46429B747 | 125,901 | $12.9M | 3.48% |
| 4 | INVESCO EXCH TRADED FD TR II | IVZ | 207,652 | $11.5M | 3.11% |
| 5 | SPDR GOLD TR | GLD | 28,357 | $11.2M | 3.03% |
| 6 | SIMPLIFY EXCHANGE TRADED FUN | 82889N657 | 380,893 | $8.3M | 2.25% |
| 7 | SIMPLIFY EXCHANGE TRADED FUN | 82889N723 | 364,262 | $7.5M | 2.03% |
| 8 | SPDR SERIES TRUST | 78468R663 | 76,094 | $7.0M | 1.88% |
| 9 | SPDR SERIES TRUST | 78464A334 | 216,156 | $5.9M | 1.60% |
| 10 | ISHARES GOLD TR | IAU | 67,339 | $5.5M | 1.47% |
| 11 | SIMPLIFY EXCHANGE TRADED FUN | 82889N640 | 225,404 | $5.3M | 1.44% |
| 12 | INVESCO QQQ TR | IVZ | 8,085 | $5.0M | 1.34% |
| 13 | SELECT SECTOR SPDR TR | 81369Y605 | 83,417 | $4.6M | 1.23% |
| 14 | EXXON MOBIL CORP | XOM | 37,599 | $4.5M | 1.22% |
| 15 | WISDOMTREE TR | WT | 172,885 | $4.4M | 1.19% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 13,621 | $4.4M | 1.18% |
| 17 | ISHARES TR | 464287614 | 9,160 | $4.3M | 1.17% |
| 18 | INVESCO EXCHANGE TRADED FD T | IVZ | 56,913 | $4.3M | 1.15% |
| 19 | SELECT SECTOR SPDR TR | 81369Y886 | 97,231 | $4.2M | 1.12% |
| 20 | SELECT SECTOR SPDR TR | 81369Y852 | 34,169 | $4.0M | 1.09% |