Park Edge Advisors, LLC
SEC Form 13F institutional filer · CIK 0001965659
13F-HR · 75 reported holdings · 2026-03-31
Reported long-US-equity value
$0.11B
Top-10 concentration
36.2%
Park Edge Advisors, LLC — $110M AUM allocation strategy
Park Edge Advisors, LLC files SEC Form 13F and reports $110M of long US equity value across 75 reported holdings for 2026-03-31.
Its largest sector bet is Financials 18.2%, followed by Information Technology 12.9% and Energy 5.1%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Park Edge Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$110M
total across 75 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MS +8.33K sh · +$1.32M+$WMT +6.96K sh · +$1.18M+$IYY +6.11K sh · +$409K
Biggest trims (shares)
−$T −82K sh · −$1.99M−$XLU −48K sh · −$1.89M−$USB −26.1K sh · −$1.3M
Exited to nil (held last quarter, gone now)
$XLF ($4.57M last qtr)$XLC ($4.02M last qtr)$BLK ($3.3M last qtr)$XLY ($3.26M last qtr)$MO ($936K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks6.2%—
- Investment Banking & Brokerage5.9%—
- Integrated Oil & Gas5.1%—
- Semiconductors4.7%—
- Diversified Banks3.6%—
- Consumer Staples Merchandise Retail3.5%—
- Technology Hardware, Storage & Peripherals3.3%—
- Systems Software2.7%—
- Other holdings64.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 103K | $6.82M | -2.93K | 6.2% |
| $XOM | ExxonMobil Holdings Corporation | 33.3K | $5.66M | -4.25K | 5.2% |
| $SCHW | Charles Schwab Corporation | 170K | $4.52M | -3.9K | 4.1% |
| $JPM | JP Morgan Chase & Co | 13.5K | $3.96M | -154 | 3.6% |
| $WMT | Walmart Inc | 31.4K | $3.91M | +6.96K | 3.6% |
| $AAPL | Apple Inc | 14.2K | $3.6M | +2.52K | 3.3% |
| $MSFT | Microsoft Corporation | 8.07K | $2.99M | +141 | 2.7% |
| $AMZN | Amazon.com Inc | 14K | $2.91M | +113 | 2.7% |
| $NVDA | NVIDIA Corporation | 15.8K | $2.75M | +2.06K | 2.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 5.55K | $2.66M | +1.49K | 2.4% |
…and 65 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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