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Park Edge Advisors, LLC — 13F Holdings & Portfolio

CIK 1965659 · latest 13F-HR filed 2026-07-13

Backtest portfolio

Park Edge Advisors, LLC manages $474.9M in 13F-reported U.S. long-equity assets across 154 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LECO (35.29%), CDX (3.43%), VT (3.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 10, added to 70, and trimmed 36.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2360 W. 11TH ST.
CLEVELAND, OH 44113
Phone
(216) 647-9007
Filing Manager
Park Edge Advisors, LLC
Cleveland, OH
Signatory
Richard W. Lowrie
Chief Compliance Officer
Loading holdings…
AUM

$474.9M

Long-equity book

Holdings

154

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+18 / −10 / ↑70 / ↓36

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LINCOLN ELEC HLDGS INC$10.4M +6.6%
  • INVESCO EXCHANGE TRADED FD T$7.5M +149.4%
  • INVESCO EXCH TRADED FD TR II$5.2M +90.9%
  • ALPS ETF TR$3.5M +135.3%
  • CAMBRIA ETF TR$2.8M +229.5%
Show all 70 →

Top Trims

  • SPDR SERIES TRUST-$26.8M -72.1%
  • SPDR GOLD TR-$4.4M -38.4%
  • ABBVIE INC-$1.2M -58.3%
  • BERKSHIRE HATHAWAY INC DEL-$1.2M -44.6%
  • INTERNATIONAL BUSINESS MACHS-$1.1M -62.8%
Show all 36 →

New Positions

  • VANGUARD INTL EQUITY INDEX F$14.7M
  • INVESCO EXCH TRADED FD TR II$3.2M
  • ISHARES TR$3.1M
  • MICRON TECHNOLOGY INC$3.1M
  • UNITED STS COMMODITY INDEX F$2.9M
Show all 18 →

Exited Positions

  • NETFLIX INC.$1.6M
  • VISA INC$1.4M
  • CAPITAL ONE FINL CORP$1.1M
  • BOSTON SCIENTIFIC CORP$1.1M
  • MASTERCARD INCORPORATED$854.4K
Show all 10 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 LINCOLN ELEC HLDGS INC LECO 533900106 $167.6M 35.29% 631,144 SH
2 SIMPLIFY EXCHANGE TRADED FUN CDX 82889N830 $16.3M 3.43% 772,287 SH
3 VANGUARD INTL EQUITY INDEX F VT 922042742 $14.7M 3.10% 93,653 SH
4 ISHARES TR STIP 46429B747 $13.7M 2.89% 134,243 SH
5 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $12.6M 2.65% 139,544 SH
6 INVESCO EXCH TRADED FD TR II PDBC 46138E644 $11.0M 2.32% 195,510 SH
7 SPDR SERIES TRUST BIL 78468R663 $10.4M 2.18% 113,036 SH
8 SIMPLIFY EXCHANGE TRADED FUN AGGH 82889N723 $8.4M 1.78% 418,122 SH
9 SIMPLIFY EXCHANGE TRADED FUN TUA 82889N657 $7.2M 1.53% 354,937 SH
10 SPDR GOLD TR GLD 78463V107 $7.0M 1.47% 19,006 SH
11 ISHARES TR EMB 464288281 $6.1M 1.29% 63,502 SH
12 ALPS ETF TR OUSM 00162Q395 $6.0M 1.27% 127,116 SH
13 WISDOMTREE TR WTBN 97717Y451 $5.9M 1.24% 233,609 SH
14 EXXON MOBIL CORP XOM 30231G102 $4.6M 0.96% 33,429 SH
15 EA SERIES TRUST AGGA 02072Q663 $4.4M 0.92% 174,786 SH
16 JOHNSON & JOHNSON JNJ 478160104 $4.2M 0.89% 16,584 SH
17 ISHARES GOLD TR IAU 464285204 $4.1M 0.87% 54,959 SH
18 CAMBRIA ETF TR FYLD 132061300 $4.0M 0.84% 109,578 SH
19 JPMORGAN CHASE & CO JPM 46625H100 $4.0M 0.84% 12,180 SH
20 APPLE INC AAPL 037833100 $3.9M 0.83% 13,603 SH
21 SIMPLIFY EXCHANGE TRADED FUN FOXY 82889N368 $3.6M 0.76% 120,373 SH
22 AMAZON COM INC AMZN 023135106 $3.6M 0.75% 14,975 SH
23 COHERENT CORP COHR 19247G107 $3.4M 0.72% 8,609 SH
24 SIMPLIFY EXCHANGE TRADED FUN BUCK 82889N640 $3.3M 0.70% 142,406 SH
25 MICROSOFT CORP MSFT 594918104 $3.3M 0.70% 8,923 SH
26 WALMART INC WMT 931142103 $3.3M 0.70% 29,312 SH
27 NVIDIA CORPORATION NVDA 67066G104 $3.3M 0.69% 16,457 SH
28 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $3.2M 0.67% 19,724 SH
29 SIMPLIFY EXCHANGE TRADED FUN MTBA 82889N525 $3.1M 0.66% 64,050 SH
30 ISHARES TR IWM 464287655 $3.1M 0.66% 10,422 SH
31 ISHARES TR SHY 464287457 $3.1M 0.65% 37,763 SH
32 MICRON TECHNOLOGY INC MU 595112103 $3.1M 0.65% 2,654 SH
33 UNITED STS COMMODITY INDEX F CPER 911718104 $2.9M 0.61% 76,708 SH
34 ALPHABET INC GOOG 02079K107 $2.9M 0.61% 8,137 SH
35 WELLTOWER INC WELL 95040Q104 $2.8M 0.59% 12,381 SH
36 CORNING INC GLW 219350105 $2.6M 0.55% 10,202 SH
37 BROADCOM INC AVGO 11135F101 $2.6M 0.54% 6,831 SH
38 MORGAN STANLEY MS 617446448 $2.6M 0.54% 12,222 SH
39 SELECT SECTOR SPDR TR XLU 81369Y886 $2.5M 0.53% 55,347 SH
40 TJX COS INC NEW TJX 872540109 $2.4M 0.51% 16,142 SH
41 VANGUARD INDEX FDS VTI 922908769 $2.4M 0.50% 6,427 SH
42 SIMPLIFY EXCHANGE TRADED FUN SBAR 82889N335 $2.4M 0.50% 92,357 SH
43 GE AEROSPACE GE 369604301 $2.4M 0.50% 6,318 SH
44 ISHARES TR IDV 464288448 $2.3M 0.49% 56,267 SH
45 GE VERNOVA INC GEV 36828A101 $2.3M 0.48% 1,937 SH
46 EMERSON ELEC CO EMR 291011104 $2.1M 0.45% 14,909 SH
47 SCHWAB STRATEGIC TR SCHD 808524797 $2.1M 0.45% 66,837 SH
48 META PLATFORMS INC META 30303M102 $2.0M 0.42% 3,568 SH
49 AMPHENOL CORP APH 032095101 $2.0M 0.42% 11,372 SH
50 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.0M 0.42% 2,666 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $474.9M 154 0002085853-26-000692
2026-03-31 2026-04-20 $433.9M 141 0002085853-26-000425
2025-12-31 2026-01-16 $441.7M 151 0002085853-26-000046