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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 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMAT Applied Materials Inc Technology 993.0 $339K 0.01% -2K -62.7% $341.79 +26.4%
102 WS Worthington Steel Inc Basic Materials 11,175.0 $339K 0.01% -300.0 -2.6% $30.35 +32.1%
103 FAST Fastenal Company Industrials 7,165.0 $332K 0.01% -2K -23.5% $46.40 -5.3%
104 ASML ASML Holding NV-NY Reg Shs Technology 238.0 $314K 0.01% -176.0 -42.5% $1320.83 +23.6%
105 FANG Diamondback Energy Inc Energy 1,483.0 $293K 0.01% -493.0 -24.9% $197.79 +1.5%
106 CPK Chesapeake Utilities Corporati Utilities 2,304.0 $291K 0.01% -146.0 -6.0% $126.37 +0.1%
107 MSA MSA Safety Inc Industrials 1,681.0 $276K 0.01% -19.0 -1.1% $163.95 +4.3%
108 XLI State Street Industrial Select 1,611.0 $261K 0.01% -123.0 -7.1% $161.73 +6.2%
109 VTV Vanguard Value ETF 1,312.0 $257K 0.01% -206.0 -13.6% $196.20 +7.5%
110 NI NiSource Inc Utilities 5,310.0 $248K 0.01% -114.0 -2.1% $46.66 +2.6%
111 UCON First Trust Smith Unconstraine 9,535.0 $236K 0.01% -326K -97.2% $24.77 +0.0%
112 SAP SAP SE Sponsored ADR Technology 1,368.0 $234K 0.01% -735.0 -35.0% $171.21 +2.8%
113 STX Seagate Technology Holdings PL Technology 583.0 $228K 0.01% -579.0 -49.8% $391.76 +107.5%
114 SE Sea Ltd Sponsored ADR Consumer Cyclical 2,700.0 $224K 0.01% -992.0 -26.9% $82.81 +5.4%
115 SPOT Spotify Technology S A Communication Services 459.0 $223K 0.01% -218.0 -32.2% $484.91 +7.2%
116 HRB H&R Block Inc Consumer Cyclical 6,998.0 $222K 0.01% -360.0 -4.9% $31.74 +22.5%
117 KMB Kimberly-Clark Corporation Consumer Defensive 2,176.0 $210K 0.01% -640.0 -22.7% $96.47 +2.8%
118 UBS UBS Group AG Financial Services 5,278.0 $206K 0.01% -4K -41.9% $39.07 +20.2%
119 SNY Sanofi Sponsored ADR Healthcare 4,213.0 $203K 0.01% -319.0 -7.0% $48.18 -8.1%
120 PFG PRINCIPAL FINANCIAL Financial Services 741.0 $67K 0.00% -2K -73.3% $90.11 +15.2%
Page 6 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%