Park Edge Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001965659

Type: FundHoldings: 137Value: $359.1MLatest: 2025Q1

Park Edge Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 137 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "ABBV",
  "BABA",
  "VONG",
  "AXP",
  null,
  null,
  "T",
  "AVGO",
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  "CRS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "ISRG",
  null,
  "EMR",
  "META",
  null,
  null,
  null,
  "REAL",
  null,
  null,
  "LIN",
  "MA",
  null,
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "GE",
  null,
  null,
  "BX",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  null,
  "VHT",
  null,
  "EEM",
  null,
  "IWF",
  "PEP",
  "PNC",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "MRK",
  null,
  null,
  null,
  "SPGI",
  "SCHX",
  null,
  null,
  null,
  "GLD",
  null,
  null,
  "IBM",
  "TJX",
  "VO",
  "VIRC",
  null,
  "VWO",
  null,
  null,
  "AXTI",
  "VIG",
  "FLUX",
  null,
  "VYM",
  "LECO",
  "AMZN",
  null,
  "PFG",
  null,
  null,
  null,
  "VBR",
  "VOO",
  "V",
  "WMT",
  "SCHD",
  "NSC",
  "KEY",
  "GEV",
  "TRI.TO",
  "ZBH",
  null,
  "STE",
  "ADP",
  "BRK-B",
  "BMY",
  "CVX",
  "CB",
  "COHR",
  "CL",
  "COST",
  "CSX",
  "IJT",
  null,
  "EFA",
  "MCO",
  "VMC",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 137
Total Value: 359149022
Accession Number: 0001667731-25-000400
Form Type: 13F-HR
CIK: park-edge-advisors
Manager Name: Park-Edge-Advisors

Data Enrichment

67% identified

92 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

137 positions • $359.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:670.9K

Value:$126.9M

% of Portfolio:35.3% ($126.9M/$359.1M)

78468R663

Shares:461.6K

Value:$42.3M

% of Portfolio:11.8% ($42.3M/$359.1M)

82889N830

Shares:427.8K

Value:$9.8M

% of Portfolio:2.7% ($9.8M/$359.1M)

82889N640

Shares:358.4K

Value:$8.8M

% of Portfolio:2.5% ($8.8M/$359.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:29.4K

Value:$8.5M

% of Portfolio:2.4% ($8.5M/$359.1M)

46429B747

Shares:78.9K

Value:$8.2M

% of Portfolio:2.3% ($8.2M/$359.1M)

69913P105

Shares:598.9K

Value:$7.8M

% of Portfolio:2.2% ($7.8M/$359.1M)

82889N657

Shares:243.9K

Value:$5.4M

% of Portfolio:1.5% ($5.4M/$359.1M)

464285204

Shares:65.3K

Value:$3.9M

% of Portfolio:1.1% ($3.9M/$359.1M)

82889N525

Shares:76.6K

Value:$3.8M

% of Portfolio:1.1% ($3.8M/$359.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:31.9K

Value:$3.8M

% of Portfolio:1.1% ($3.8M/$359.1M)

97717Y451

Shares:139.3K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$359.1M)

46138E362

Shares:69.3K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$359.1M)

02072L441

Shares:169.4K

Value:$3.4M

% of Portfolio:1.0% ($3.4M/$359.1M)

46137V241

Shares:50.7K

Value:$3.4M

% of Portfolio:0.9% ($3.4M/$359.1M)

81369Y886

Shares:40.1K

Value:$3.2M

% of Portfolio:0.9% ($3.2M/$359.1M)

46138E354

Shares:41.0K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$359.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:12.2K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$359.1M)

82889N723

Shares:139.6K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$359.1M)

MICROSOFT CORP

MSFT|594918104

Shares:7.5K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$359.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	670.9K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$126.9M	35.3% ($126.9M/$359.1M)	QoQ +0.90% (+$1.1M) YoY -25.94% (-$44.5M)
(cusip78468R663)✕	461.6K	QoQ +402.63% (+369.8K) YoY +228.35% (+321.0K)	All Managers (Combined)	$42.3M	11.8% ($42.3M/$359.1M)	QoQ +404.28% (+$33.9M) YoY +228.10% (+$29.4M)
(cusip82889N830)✕	427.8K	QoQ +4.61% (+18.9K) YoY +28.10% (+93.9K)	All Managers (Combined)	$9.8M	2.7% ($9.8M/$359.1M)	QoQ +10.03% (+$895.0K) YoY +28.19% (+$2.2M)
(cusip82889N640)✕	358.4K	QoQ -18.63% (-82.1K) YoY -10.21% (-40.8K)	All Managers (Combined)	$8.8M	2.5% ($8.8M/$359.1M)	QoQ -18.16% (-$2.0M) YoY -11.61% (-$1.2M)
SPDR GOLD TRUST(GLDcusip78463V107)	29.4K	QoQ -10.37% (-3.4K) YoY -58.40% (-41.3K)	All Managers (Combined)	$8.5M	2.4% ($8.5M/$359.1M)	QoQ +6.65% (-$529.5K) YoY -41.74% (-$6.1M)
(cusip46429B747)✕	78.9K	QoQ +4.31% (+3.3K) YoY -22.03% (-22.3K)	All Managers (Combined)	$8.2M	2.3% ($8.2M/$359.1M)	QoQ +7.29% (+$555.1K) YoY -18.86% (-$1.9M)
(cusip69913P105)✕	598.9K	QoQ 0.00% (+0) YoY +2.69% (+15.7K)	All Managers (Combined)	$7.8M	2.2% ($7.8M/$359.1M)	QoQ +26.42% (+$1.6M) YoY +8.60% (+$619.4K)
(cusip82889N657)✕	243.9K	QoQ NEW(+243.9K) YoY NEW(+243.9K)	All Managers (Combined)	$5.4M	1.5% ($5.4M/$359.1M)	QoQ NEW(+$5.4M) YoY NEW(+$5.4M)
(cusip464285204)✕	65.3K	QoQ NEW(+65.3K) YoY NEW(+65.3K)	All Managers (Combined)	$3.9M	1.1% ($3.9M/$359.1M)	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
(cusip82889N525)✕	76.6K	QoQ -44.54% (-61.5K) YoY -48.32% (-71.7K)	All Managers (Combined)	$3.8M	1.1% ($3.8M/$359.1M)	QoQ -44.03% (-$3.0M) YoY -49.10% (-$3.7M)
EXXON MOBIL CORP(XOMcusip30231G102)	31.9K	QoQ +3.46% (+1.1K) YoY +21.77% (+5.7K)	All Managers (Combined)	$3.8M	1.1% ($3.8M/$359.1M)	QoQ +14.39% (+$478.0K) YoY +24.59% (+$749.7K)
(cusip97717Y451)✕	139.3K	QoQ +9.64% (+12.3K) YoY NEW(+139.3K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$359.1M)	QoQ +11.56% (+$364.6K) YoY NEW(+$3.5M)
(cusip46138E362)✕	69.3K	QoQ -0.88% (-620) YoY +264.92% (+50.3K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$359.1M)	QoQ +3.05% (-$103.1K) YoY +312.84% (+$2.6M)
(cusip02072L441)✕	169.4K	QoQ -1.35% (-2.3K) YoY NEW(+169.4K)	All Managers (Combined)	$3.4M	1.0% ($3.4M/$359.1M)	QoQ -1.20% (-$42.0K) YoY NEW(+$3.4M)
(cusip46137V241)✕	50.7K	QoQ -63.61% (-88.7K) YoY -22.25% (-14.5K)	All Managers (Combined)	$3.4M	0.9% ($3.4M/$359.1M)	QoQ -63.98% (-$6.0M) YoY -14.63% (-$577.0K)
(cusip81369Y886)✕	40.1K	QoQ +14.38% (+5.0K) YoY NEW(+40.1K)	All Managers (Combined)	$3.2M	0.9% ($3.2M/$359.1M)	QoQ +19.15% (+$508.9K) YoY NEW(+$3.2M)
(cusip46138E354)✕	41.0K	QoQ -15.37% (-7.4K) YoY NEW(+41.0K)	All Managers (Combined)	$3.1M	0.9% ($3.1M/$359.1M)	QoQ -9.67% (-$327.8K) YoY NEW(+$3.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	12.2K	QoQ +1.48% (+179) YoY +10.32% (+1.1K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$359.1M)	QoQ +3.85% (+$111.2K) YoY +35.12% (+$779.1K)
(cusip82889N723)✕	139.6K	QoQ -43.76% (-108.6K) YoY -12.74% (-20.4K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$359.1M)	QoQ -42.34% (-$2.2M) YoY -13.88% (-$476.0K)
MICROSOFT CORP(MSFTcusip594918104)	7.5K	QoQ -3.66% (-284) YoY -3.14% (-242)	All Managers (Combined)	$2.8M	0.8% ($2.8M/$359.1M)	QoQ -14.20% (-$463.4K) YoY -13.57% (-$439.9K)