1y return+14.4%S&P 500 +20.9%
3y return+27.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $148 against $195 in the S&P 500.2
Park Edge Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LECOLincoln Elec Hldgs Inc | $167.6M | 35.7% | |
| CDXSimplify Exchange Traded Fun | $16.3M | 3.5% | +2.2% |
| VTVanguard Intl Equity Index F | $14.7M | 3.1% | New |
| STIPIshares Tr | $13.7M | 2.9% | +2.7% |
| SPHQInvesco Exchange Traded Fd T | $12.6M | 2.7% | +108.1% |
| IPKWInvesco Exch Traded Fd Tr II | $11.0M | 2.3% | +90.6% |
| BILSpdr Series Trust | $10.4M | 2.2% | −72.1% |
| AGGHSimplify Exchange Traded Fun | $8.4M | 1.8% | +2.0% |
| TUASimplify Exchange Traded Fun | $7.2M | 1.5% | −6.6% |
| GLDSpdr Gold Tr | $7.0M | 1.5% | −28.1% |
| EMBIshares Tr | $6.1M | 1.3% | +4.6% |
| OUSMAlps Etf Tr | $6.0M | 1.3% | +116.6% |
| WTBNWisdomtree Tr | $5.9M | 1.3% | +2.7% |
| Exxon Mobil CorpCUSIP 30231G102 | $4.6M | 1.0% | |
| AGGAEa Series Trust | $4.4M | 0.9% | +1.3% |
| JNJJohnson & Johnson | $4.2M | 0.9% | +54.7% |
| IAUIshares Gold Tr | $4.1M | 0.9% | −1.1% |
| FYLDCambria Etf Tr | $4.0M | 0.9% | +237.2% |
| JPMJpmorgan Chase & Co | $4.0M | 0.8% | −9.6% |
| AAPLApple Inc | $3.9M | 0.8% | −4.0% |
| FOXYSimplify Exchange Traded Fun | $3.6M | 0.8% | −6.2% |
| AMZNAmazon Com Inc | $3.6M | 0.8% | +7.1% |
| COHRCoherent Corp | $3.4M | 0.7% | −13.4% |
| BUCKSimplify Exchange Traded Fun | $3.3M | 0.7% | +1.7% |
| MSFTMicrosoft Corp | $3.3M | 0.7% | +10.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| COHRCoherent Corp | March 31, 2023 | +935.9% | $3.4M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $3.3M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $2.9M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $2.6M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $3.6M |
| MSMorgan Stanley | December 31, 2022 | +145.9% | $2.6M |
| JPMJpmorgan Chase & Co | December 31, 2022 | +144.1% | $4.0M |
| WMTWalmart Inc | December 31, 2022 | +139.6% | $3.3M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $3.9M |
| GLDSpdr Gold Tr | March 31, 2023 | +101.1% | $7.0M |
Sold off last quarter
- NFLXNetflix Inc. was $1.6M
- VVisa Inc was $1.4M
- COFCapital One Finl Corp was $1.1M
- BSXBoston Scientific Corp was $1.1M
- MAMastercard Incorporated was $854K
- ISRGIntuitive Surgical Inc was $446K
- BABAAlibaba Group Hldg Ltd was $203K
- REALThe Realreal Inc was $91K
- LFSTLifestance Health Group Inc was $72K
- CRONCronos Group Inc was $27K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.7% | +14.8% |
| March 31, 2026 | +1.1% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | +1.2% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +2.6% | +5.4% |
| June 30, 2024 | −12.8% | +4.0% |
| March 31, 2024 | +12.0% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | −5.7% | −3.6% |
| June 30, 2023 | +8.7% | +8.3% |
| March 31, 2023 | +6.4% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Park Edge Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1965659&type=13F-HR&dateb=&owner=include&count=40CIK 1965659
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1965659/000208585326000692/Filed July 13, 2026 · accession 0002085853-26-000692