AI Portfolio Summary
In 2026 Q1, Park Edge Advisors, LLC maintained a portfolio of 163 distinct positions. The most significant new addition to the portfolio was EA SERIES TRUST, which now represents 1.00% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 432.2%. The fund also reduced its exposure to INVESCO EXCH TRADED by 50.6%.
Total Positions
163
Quarter
2026 Q1
Top Holding
LECO (36.2%)
Top 10 Concentration
62.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 163
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LECO
LINCOLN ELEC HL...
|
Industrials | 36.23% | 36.26% |
#1
Prev: #1
|
6.5 | -37,313 | -5.6% |
P
S
|
631,144 | $157,205,348 |
$162.21
+50.2%
|
2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
BIL
SPDR SERIES TRU...
|
ETF | 8.55% | 1.57% |
#2
6
Prev: #8
|
7.9 | 328,867 | 432.2% |
P
S
|
404,961 | $37,110,626 |
$85.28
+6.9%
|
2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
CDX
SIMPLIFY EXCHAN...
|
ETF | 3.72% | 3.80% |
#3
1
Prev: #2
|
3.0 | 2,849 | 0.4% |
P
S
|
755,936 | $16,131,671 |
$20.03
+6.0%
|
2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
STIP
ISHARES TR
|
ETF | 3.12% | 2.92% |
#4
1
Prev: #3
|
2.2 | 4,785 | 3.8% |
P
S
|
130,686 | $13,516,861 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GLD
SPDR GOLD TR
|
ETF | 2.62% | 2.54% |
#5
Prev: #5
|
2.0 | -1,939 | -6.8% |
P
S
|
26,418 | $11,367,186 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AGGH
SIMPLIFY EXCHAN...
|
Bond/Debt | 1.92% | 1.71% |
#6
1
Prev: #7
|
2.8 | 45,757 | 12.6% |
P
S
|
410,019 | $8,343,887 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TUA
SIMPLIFY EXCHAN...
|
Unknown | 1.85% | 1.89% |
#7
1
Prev: #6
|
1.2 | -717 | -0.2% |
P
S
|
380,176 | $8,021,714 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IPKW
INVESCO EXCH TR...
|
Bond/Debt | 1.33% | 2.61% |
#8
4
Prev: #4
|
0.5 | -105,096 | -50.6% |
P
S
|
102,556 | $5,770,053 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WTBN
WISDOMTREE TR
|
Unknown | 1.33% | 1.00% |
#9
6
Prev: #15
|
3.0 | 54,664 | 31.6% |
P
S
|
227,549 | $5,756,239 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
EMB
ISHARES TR
|
ETF | 1.31% | 0.05% |
#10
135
Prev: #145
|
3.5 | 58,616 | 2801.9% |
P
S
|
60,708 | $5,702,302 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.30% | 1.02% |
#11
3
Prev: #14
|
1.0 | -4,254 | -11.3% |
P
S
|
33,345 | $5,657,284 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 1.16% | 0.97% |
#12
6
Prev: #18
|
2.5 | 10,133 | 17.8% |
P
S
|
67,046 | $5,041,172 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 1.13% | 1.24% |
#13
3
Prev: #10
|
1.0 | -11,752 | -17.5% |
P
S
|
55,587 | $4,900,550 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AGGA
EA SERIES TRUST
|
Unknown | 1.00% | — |
#14
Prev: #—
|
3.9 | 172,598 | no change |
NEW
|
172,598 | $4,337,871 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.91% | 0.99% |
#15
1
Prev: #16
|
0.9 | -154 | -1.1% |
P
S
|
13,467 | $3,961,541 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.90% | 0.62% |
#16
16
Prev: #32
|
2.9 | 6,963 | 28.4% |
P
S
|
31,448 | $3,908,409 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FOXY
SIMPLIFY EXCHAN...
|
Unknown | 0.87% | 0.48% |
#17
26
Prev: #43
|
3.3 | 50,547 | 65.0% |
P
S
|
128,359 | $3,753,217 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AAPL
APPLE INC
|
Technology | 0.83% | 0.72% |
#18
11
Prev: #29
|
2.8 | 2,523 | 21.7% |
P
S
|
14,172 | $3,596,605 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BUCK
SIMPLIFY EXCHAN...
|
Unknown | 0.76% | 1.21% |
#19
8
Prev: #11
|
0.3 | -85,358 | -37.9% |
P
S
|
140,046 | $3,291,782 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SHY
ISHARES TR
|
ETF | 0.72% | 0.72% |
#20
8
Prev: #28
|
0.8 | -586 | -1.5% |
P
S
|
37,948 | $3,133,396 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MTBA
SIMPLIFY EXCHAN...
|
ETF | 0.70% | 0.59% |
#21
12
Prev: #33
|
2.3 | 9,508 | 18.3% |
P
S
|
61,371 | $3,035,406 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.69% | 0.87% |
#22
1
Prev: #21
|
0.8 | 141 | 1.8% |
P
S
|
8,066 | $2,985,802 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.67% | 0.72% |
#23
4
Prev: #27
|
0.8 | 113 | 0.8% |
P
S
|
13,980 | $2,911,615 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.63% | 0.58% |
#24
11
Prev: #35
|
2.3 | 2,057 | 15.0% |
P
S
|
15,795 | $2,754,690 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.61% | 0.46% |
#25
20
Prev: #45
|
2.7 | 1,486 | 36.5% |
P
S
|
5,553 | $2,660,998 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.60% | 0.51% |
#26
13
Prev: #39
|
2.2 | 1,757 | 12.0% |
P
S
|
16,427 | $2,623,392 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.60% | 0.50% |
#27
14
Prev: #41
|
0.7 | -16 | -0.1% |
P
S
|
10,722 | $2,620,839 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
OUSM
ALPS ETF TR
|
ETF | 0.59% | 0.58% |
#28
8
Prev: #36
|
0.7 | 259 | 0.4% |
P
S
|
58,695 | $2,567,312 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.56% | 0.62% |
#29
2
Prev: #31
|
0.7 | -29 | -0.4% |
P
S
|
7,892 | $2,442,677 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ACWX
ISHARES TR
|
ETF | 0.56% | 0.77% |
#30
8
Prev: #22
|
0.2 | -15,069 | -29.9% |
P
S
|
35,311 | $2,417,747 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.55% | 0.58% |
#31
3
Prev: #34
|
2.2 | 285 | 7.3% |
P
S
|
4,169 | $2,385,391 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
COHR
COHERENT CORP
|
Technology | 0.55% | 0.48% |
#32
10
Prev: #42
|
0.7 | -1,650 | -14.2% |
P
S
|
9,944 | $2,368,760 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IDV
ISHARES TR
|
Bond/Debt | 0.53% | 0.43% |
#33
18
Prev: #51
|
2.2 | 6,105 | 12.8% |
P
S
|
53,935 | $2,295,474 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 0.52% | 0.94% |
#34
15
Prev: #19
|
0.2 | -47,955 | -49.3% |
P
S
|
49,276 | $2,261,276 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
OEF
ISHARES TR
|
ETF | 0.49% | — |
#35
Prev: #—
|
3.7 | 6,658 | no change |
NEW
|
6,658 | $2,117,710 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.48% | 0.48% |
#36
8
Prev: #44
|
0.7 | 329 | 3.6% |
P
S
|
9,582 | $2,084,007 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.46% | 0.41% |
#37
15
Prev: #52
|
0.7 | 47 | 0.1% |
P
S
|
65,674 | $2,014,878 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.46% | 0.15% |
#38
52
Prev: #90
|
3.2 | 8,332 | 217.5% |
P
S
|
12,163 | $2,001,608 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SBAR
SIMPLIFY EXCHAN...
|
Unknown | 0.46% | 0.38% |
#39
18
Prev: #57
|
2.7 | 16,808 | 26.0% |
P
S
|
81,487 | $1,999,691 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.45% | 0.45% |
#40
8
Prev: #48
|
1.2 | no change | no change |
P
S
|
14,909 | $1,953,377 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.45% | 0.45% |
#41
6
Prev: #47
|
0.7 | 50 | 0.8% |
P
S
|
6,027 | $1,933,376 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
HARD
SIMPLIFY EXCHAN...
|
Unknown | 0.44% | 0.33% |
#42
25
Prev: #67
|
2.2 | 4,042 | 8.2% |
P
S
|
53,492 | $1,892,012 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.42% | 0.51% |
#43
3
Prev: #40
|
0.7 | -62 | -0.8% |
P
S
|
7,517 | $1,822,046 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPHD
INVESCO EXCH TR...
|
ETF | 0.41% | 0.37% |
#44
16
Prev: #60
|
0.7 | 1,468 | 4.3% |
P
S
|
35,786 | $1,775,343 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.40% | 0.43% |
#45
5
Prev: #50
|
0.7 | -50 | -0.8% |
P
S
|
6,165 | $1,749,449 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.40% | 0.71% |
#46
16
Prev: #30
|
0.2 | -1,961 | -42.4% |
P
S
|
2,663 | $1,731,804 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.40% | 0.56% |
#47
10
Prev: #37
|
0.2 | -1,816 | -23.1% |
P
S
|
6,035 | $1,731,244 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.40% | 0.40% |
#48
7
Prev: #55
|
0.7 | -316 | -2.6% |
P
S
|
11,947 | $1,725,618 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.38% | — |
#49
Prev: #—
|
3.7 | 26,970 | no change |
NEW
|
26,970 | $1,652,182 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.38% | 0.29% |
#50
21
Prev: #71
|
0.7 | -107 | -5.4% |
P
S
|
1,867 | $1,629,707 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-50 of 163 holdings