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Portfolio (Quarterly) Guide ↗

PARK NATIONAL CORP /OH/

· CIK 0000805676
13F Portfolio $3.3B AUM 605 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 97 New 120 Added 121 Reduced 31 Exited
Page 1 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PRK Park National Corporation Financial Services 1,155,964.0 $188.9M 5.76% +103K +9.8% $163.45 +3.2%
2 DDWM WisdomTree Dynamic Currency He 3,678,991.0 $162.3M 4.95% +138K +3.9% $44.11 +5.5%
3 SDVY First Trust SMID Cap Rising Di 3,472,041.0 $136.9M 4.17% +66K +1.9% $39.43 +4.9%
4 AAPL Apple Inc Technology 466,121.0 $118.3M 3.60% +5K +1.0% $253.79 +20.2%
5 MSFT Microsoft Corporation Technology 251,543.0 $93.1M 2.84% +6K +2.6% $370.17 +13.2%
6 GOOGL Alphabet Inc Class A Communication Services 321,482.0 $92.4M 2.82% +3K +0.8% $287.56 +34.8%
7 META Meta Platforms Inc Class A Communication Services 86,127.0 $49.3M 1.50% +7K +9.3% $572.13 +6.2%
8 NFLX Netflix Inc Communication Services 477,670.0 $45.9M 1.40% +56K +13.3% $96.15 -7.1%
9 PG Procter & Gamble Company Consumer Defensive 288,401.0 $41.7M 1.27% +11K +4.0% $144.44 -1.4%
10 MCD McDonald's Corporation Consumer Cyclical 131,728.0 $40.9M 1.25% +3K +2.6% $310.79 -8.6%
11 VGT Vanguard Information Technolog 58,574.0 $40.9M 1.25% +7K +14.1% $697.72 -83.6%
12 AMZN Amazon.com Inc Consumer Cyclical 195,868.0 $40.8M 1.24% +7K +3.6% $208.27 +28.9%
13 CGDV Capital Group Dividend Value E 934,689.0 $39.8M 1.21% +21K +2.4% $42.54 +12.6%
14 CDNS Cadence Design Systems Inc Technology 134,602.0 $37.4M 1.14% +1K +1.0% $277.87 +29.0%
15 COST Costco Wholesale Corporation Consumer Defensive 36,619.0 $36.5M 1.11% +805.0 +2.2% $996.43 +5.4%
16 KO Coca-Cola Company Consumer Defensive 466,354.0 $35.5M 1.08% +11K +2.3% $76.05 +6.7%
17 DHI DR Horton Inc Consumer Cyclical 253,461.0 $34.8M 1.06% +4K +1.8% $137.22 +5.0%
18 PANW Palo Alto Networks Inc Technology 211,402.0 $33.9M 1.03% +3K +1.4% $160.32 +57.8%
19 ACN Accenture PLC Class A Technology 167,976.0 $33.3M 1.01% +9K +6.0% $198.29 -10.3%
20 FPE First Trust Preferred Securiti 1,866,242.0 $33.1M 1.01% +86K +4.8% $17.75 +0.8%
Page 1 of 6  ·  120 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.9%
Financial Services 20.5%
Healthcare 9.5%
Communication Services 9.3%
Consumer Cyclical 8.8%
Industrials 7.5%
Consumer Defensive 5.7%
Energy 4.7%
Utilities 3.3%
Basic Materials 1.1%