Park Edge Advisors, LLC

CIK 0001965659 · Q2 2026

13F Equity AUM

$474.9M

+9.5% QoQ

Positions

149

+8 QoQ

AUM Rank

#5,081

Top 41%

Skill Alpha (FF)

-4.7%/yr^ns

No Clear Edge

Rank #7,569 · Top 91%

vs S&P -7.1%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 47.4%Top 10: 56.6%Top 20: 66.6%

LECO35.3%

CDX3.4%

VT3.1%

STIP2.9%

SPHQ2.6%

IPKW2.3%

BIL2.2%

AGGH1.8%

TUA1.5%

GQ91.5%

Others (139)43.4%

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

Sector Allocation

Financial Services45.2%

Industrials37.8%

Technology6.2%

Healthcare2.7%

Other8.0%

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

Position Sizing

Positions: 149Median: 0.24%Avg: 0.67%

0–0.5%

106(18.6%)

0.5–1%

30(21.0%)

1–3%

10(18.6%)

3–5%

2(6.5%)

5%+

1(35.3%)

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

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Portfolio Overlap

Shared: 0Unique: 149vs 20 funds

0%Low

149

Fund positions

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.

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Position Changes This Quarter

New18Increased66Decreased37Exited10

New Positions

VT3.1%

+94K

SPMO0.7%

+20K

IWM0.7%

+10K

MU0.7%

+3K

CPER0.6%

+77K

TLT0.6%

+33K

GLW0.6%

+10K

APH0.4%

+11K

CSCO0.3%

+12K

CAT0.3%

+1K

Increased

IPKW2.3%

+93K(+91%)

FYLD0.8%

+77K(+237%)

SPHQ2.6%

+72K(+108%)

OUSM1.3%

+68K(+117%)

SVOL0.4%

+21K(+22%)

CDX3.4%

+16K(+2%)

SBAR0.5%

+11K(+13%)

AGGH1.8%

+8K(+2%)

WELL0.6%

+7K(+127%)

VO0.1%

+7K(+300%)

Decreased

BIL2.2%

-291,925(-72%)

TUA1.5%

-25,239(-7%)

ACWX0.3%

-17,489(-50%)

YGLD0.2%

-9,302(-25%)

FOXY0.8%

-7,986(-6%)

ORCL0.0%

-7,540(-85%)

GQ91.5%

-7,412(-28%)

ABBV0.2%

-6,125(-64%)

IBM0.1%

-5,108(-68%)

XLE0.3%

-4,608(-17%)

Exited

NFLX

-16,858

-4,669

COF

-6,290

BSX

-16,958

-1,710

-968

-1,620

-10,031

-11,301

-10,637

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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