Park Edge Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Cleveland, OH
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$433,872
Net value change ($000)
-7,870 (-1.8%)
New positions
12
Sold out positions
21
Turnover %
10.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIL 30,158 433.7%
EMB 5,501 2736.8%
AGGA 4,338 NEW
OEF 2,118 NEW
XLE 1,652 NEW
FOXY 1,636 77.3%
WTBN 1,355 30.8%
MS 1,322 194.4%
WFC 1,296 NEW
FYLD 1,213 NEW
Top Reduces (Value $000, Stocks/ETFs)
IPKW -5,770 -50.0%
QQQ -4,671 -94.1%
BWZ -4,648 -78.4%
XLF -4,569 -100.0%
IWF -4,335 -100.0%
XLC -4,022 -100.0%
EWC -3,324 -100.0%
EWU -3,301 -100.0%
XLY -3,258 -100.0%
LECO -2,984 -1.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type