Park Edge Advisors, LLC

CIK 0001965659 · Q1 2026

13F Equity AUM

$433.9M

-1.8% QoQ

Positions

141

-10 QoQ

AUM Rank

#4,723

Top 38%

Skill Alpha (FF)

-14.9%/yr^ns

No Clear Edge

Rank #8,103 · Top 99%

vs S&P -10.1%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 54.2%Top 10: 62.0%Top 20: 71.6%

LECO36.2%

BIL8.6%

CDX3.7%

STIP3.1%

GQ92.6%

AGGH1.9%

TUA1.9%

IPKW1.3%

WTBN1.3%

EMB1.3%

Others (131)38.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services45.9%

Industrials38.4%

Technology4.4%

Healthcare2.6%

Other8.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 141Median: 0.24%Avg: 0.71%

0–0.5%

107(20.1%)

0.5–1%

21(14.4%)

1–3%

9(14.0%)

3–5%

2(6.8%)

5%+

2(44.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 127Unique: 14vs 20 funds

1.7%Low

141

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.3%

BANK OF AMERICA CORP /DE/

2.6%

2.3%

3.5%

2.5%

2.3%

VANGUARD CAPITAL MANAGEMENT LLC

2.1%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

2.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New12Increased54Decreased56Exited22

New Positions

AGGA1.0%

+173K

OEF0.5%

+7K

XLE0.4%

+27K

WFC0.3%

+16K

FYLD0.3%

+32K

NEM0.3%

+10K

BSX0.3%

+17K

DBB0.2%

+34K

VEU0.1%

+4K

DFAI0.1%

+8K

Increased

BIL8.6%

+329K(+432%)

EMB1.3%

+59K(+2802%)

WTBN1.3%

+55K(+32%)

FOXY0.9%

+51K(+65%)

AGGH1.9%

+46K(+13%)

SBAR0.5%

+17K(+26%)

VIRC0.0%

+11K(+61%)

SPHQ1.2%

+10K(+18%)

MTBA0.7%

+10K(+18%)

VWO0.3%

+9K(+43%)

Decreased

BWZ0.3%

-168,717(-78%)

IPKW1.3%

-105,096(-51%)

BUCK0.8%

-85,358(-38%)

T0.1%

-82,015(-87%)

XLU0.5%

-47,955(-49%)

LECO36.2%

-37,313(-6%)

AXTI0.2%

-34,088(-70%)

GDX0.2%

-30,443(-78%)

TBIL0.1%

-26,068(-72%)

ACWX0.6%

-15,069(-30%)

Exited

-83,417

-9,160

-34,169

-75,046

-61,634

-27,284

-14,531

-8,669

-16,234

IWM

-2,905

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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