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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 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VPU Vanguard Utilities ETF 3,188.0 $632K 0.02% -234.0 -6.8% $198.14 -0.8%
82 TILT FlexShares MS US Market Factor 2,613.0 $631K 0.02% -55.0 -2.1% $241.37 +12.5%
83 JEPI JPMorgan Equity Premium Income 10,903.0 $618K 0.02% -100.0 -0.9% $56.68 -0.6%
84 TLTD FlexShares Morn Dev Mkts ex-US 6,186.0 $581K 0.02% -128.0 -2.0% $93.99 +6.9%
85 BTU Peabody Energy Corp Energy 17,021.0 $561K 0.02% -479.0 -2.7% $32.95 -25.5%
86 TSM Taiwan Semiconductor Manufactu Technology 1,637.0 $553K 0.02% -1K -44.0% $337.95 +19.7%
87 WOR Worthington Enterprises Inc Industrials 10,210.0 $532K 0.02% -757.0 -6.9% $52.14 +5.8%
88 CIVB Civista Bancshares Inc Financial Services 22,975.0 $524K 0.02% -300.0 -1.3% $22.79 +11.7%
89 F Ford Motor Company Consumer Cyclical 44,450.0 $513K 0.02% -805.0 -1.8% $11.54 +29.4%
90 CMCSA Comcast Corporation Class A Communication Services 16,650.0 $478K 0.01% -990.0 -5.6% $28.71 -12.2%
91 BEN Franklin Resources Inc Financial Services 19,518.0 $461K 0.01% -6K -24.1% $23.62 +31.3%
92 PAYX Paychex Inc Industrials 4,952.0 $456K 0.01% -126.0 -2.5% $92.12 +5.3%
93 Canadian Pacific Kansas City L 5,644.0 $444K 0.01% -2K -26.4% $78.66
94 CTVA Corteva Inc Basic Materials 5,151.0 $431K 0.01% -190.0 -3.6% $83.71 -5.0%
95 MDLZ Mondelez International Inc Cla Consumer Defensive 7,010.0 $404K 0.01% -477.0 -6.4% $57.64 +7.1%
96 GS Goldman Sachs Group Inc Financial Services 467.0 $395K 0.01% -15.0 -3.1% $845.99 +17.8%
97 CMI Cummins Inc Industrials 696.0 $374K 0.01% -8.0 -1.1% $538.02 +18.9%
98 IRM Iron Mountain Inc (New) Real Estate 3,656.0 $373K 0.01% -182.0 -4.7% $102.14 +23.8%
99 CI Cigna Group Healthcare 1,348.0 $360K 0.01% -35.0 -2.5% $266.75 +7.3%
100 PPG PPG Industries Inc Basic Materials 3,343.0 $357K 0.01% -45.0 -1.3% $106.88 +0.8%
Page 5 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%