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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 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEE NextEra Energy Inc Utilities 112,209.0 $10.4M 0.32% -16K -12.8% $92.88 -4.7%
22 HAL Halliburton Company Energy 254,663.0 $9.9M 0.30% -11K -4.2% $38.99 +6.4%
23 LIN Linde PLC Basic Materials 16,720.0 $8.3M 0.25% -132.0 -0.8% $495.76 +4.4%
24 EMR Emerson Electric Company Industrials 54,167.0 $7.1M 0.22% -628.0 -1.1% $131.02 +4.1%
25 HCA HCA Healthcare Inc Healthcare 14,827.0 $7.0M 0.21% -8K -36.1% $473.24 -16.7%
26 PEP PepsiCo Inc Consumer Defensive 43,621.0 $6.8M 0.21% -1K -3.0% $155.29 -3.0%
27 ADP Automatic Data Processing Inc Industrials 26,341.0 $5.4M 0.16% -899.0 -3.3% $203.18 +10.9%
28 VCR Vanguard Consumer Discretionar 14,806.0 $5.3M 0.16% -2K -11.1% $359.03 +9.9%
29 TT Trane Technologies PLC Industrials 11,824.0 $4.9M 0.15% -384.0 -3.1% $416.74 +8.2%
30 AXP American Express Co Financial Services 14,771.0 $4.5M 0.14% -2K -9.5% $302.48 +3.1%
31 APD Air Products & Chemicals Inc Basic Materials 15,126.0 $4.4M 0.13% -629.0 -4.0% $290.49 -0.4%
32 MPC Marathon Petroleum Corporation Energy 16,860.0 $4.1M 0.12% -379.0 -2.2% $244.18 +4.3%
33 RPM RPM International Inc Basic Materials 40,339.0 $4.0M 0.12% -514.0 -1.3% $99.40 +1.5%
34 DIS Disney (Walt) Company Communication Services 39,689.0 $3.8M 0.12% -693.0 -1.7% $96.38 +6.9%
35 VHT Vanguard Health Care ETF 13,250.0 $3.6M 0.11% -1K -9.0% $272.33 +2.5%
36 GDX VanEck Gold Miners ETF (USA) 37,333.0 $3.4M 0.10% -3K -6.7% $91.77 -7.4%
37 TXN Texas Instruments Inc Technology 16,328.0 $3.2M 0.10% -152.0 -0.9% $194.14 +59.3%
38 TGT Target Corporation Consumer Defensive 25,915.0 $3.1M 0.10% -631.0 -2.4% $121.20 +3.6%
39 VIS Vanguard Industrials ETF 9,801.0 $3.1M 0.09% -213.0 -2.1% $312.22 +7.6%
40 HYGV FlexShares High Yield Value-Sc 72,643.0 $2.9M 0.09% -34K -31.7% $40.06 +0.3%
Page 2 of 7  ·  121 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%