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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 2 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ Johnson & Johnson Healthcare 126,113.0 $30.8M 0.94% +7K +6.3% $244.44 -4.1%
22 CAT Caterpillar Inc Industrials 41,696.0 $29.5M 0.90% +3K +7.1% $708.46 +24.2%
23 V Visa Inc Class A Financial Services 96,662.0 $29.2M 0.89% +532.0 +0.6% $302.24 +8.8%
24 CRM Salesforce Inc Technology 155,850.0 $29.1M 0.89% +13K +8.9% $186.67 -3.5%
25 BLK Blackrock Inc Financial Services 27,332.0 $26.3M 0.80% +163.0 +0.6% $961.71 +11.6%
26 RDVY First Trust Rising Dividend Ac 378,101.0 $25.8M 0.79% +17K +4.6% $68.28 +10.2%
27 NKE Nike Inc Class B Consumer Cyclical 482,886.0 $25.5M 0.78% +52K +12.0% $52.82 -15.4%
28 PWR Quanta Services Inc Industrials 44,337.0 $24.3M 0.74% +2K +4.4% $549.02 +31.8%
29 FVD First Trust Value Line Dividen 494,262.0 $23.2M 0.71% +11K +2.3% $47.03 +1.8%
30 ABBV AbbVie Inc Healthcare 105,506.0 $22.9M 0.70% +6K +5.9% $217.49 -0.8%
31 Berkshire Hathaway Inc Class B 45,916.0 $22.0M 0.67% +1K +2.8% $479.20
32 FIXD First Tr Smith Opportunistic F 489,876.0 $21.4M 0.65% +158K +47.6% $43.59 -0.5%
33 GARP iShares MSCI USA Quality GARP 308,082.0 $19.7M 0.60% +13K +4.3% $63.97 +22.4%
34 AVGO Broadcom Inc Technology 63,062.0 $19.5M 0.59% +52K +482.9% $309.51 +33.8%
35 WEC WEC Energy Group Inc Utilities 152,486.0 $17.7M 0.54% +17K +12.9% $115.77 -2.0%
36 FGD First Trust Dow Jones Global S 546,216.0 $17.4M 0.53% +19K +3.5% $31.93 +6.2%
37 RDVI FT Vest Rising Dividend Achiev 680,532.0 $17.4M 0.53% +7K +1.0% $25.55 +7.4%
38 COF Capital One Financial Corporat Financial Services 90,843.0 $16.6M 0.51% +6K +6.5% $182.43 +2.9%
39 VTI Vanguard Total Stock Market ET 50,351.0 $16.2M 0.49% +2K +3.4% $320.81 +14.3%
40 DHR Danaher Corporation Healthcare 82,269.0 $15.6M 0.47% +8K +10.8% $189.60 -9.3%
Page 2 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%