Park Edge Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists 157 total holdings, with the firm's principal listed as Richard W. Lowrie, who serves as Chief Compliance Officer. The firm is headquartered at 2360 W. 11th St. in Cleveland, Ohio.
The portfolio is heavily weighted toward large-cap technology and healthcare companies. The top holdings include Microsoft Corporation, with 4,852,357 shares; NVIDIA Corporation, with 4,139,982 shares; and Lincoln Electric Holdings, Inc., with 166,921,935 shares. Other significant positions include Johnson & Johnson, Apple Inc., and Berkshire Hathaway Inc. The filing also lists substantial positions in exchange-traded funds (ETFs), including the SPDR Gold Trust, the Vanguard S&P 500 ETF, and the Invesco QQQ Trust.
The filing includes a mix of common stock and derivative positions. While the majority of the disclosed positions are common shares, the portfolio includes put options on AXT Inc. and calls on the iShares 20 Year Treasury Bond ETF. The filing also lists a short position in the State Street SPDR S&P 500 ETF Trust.
