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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 13 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IWR iShares Russell Mid-Cap ETF 5,044.0 $490K 0.01% $97.23 +9.9%
242 CMCSA Comcast Corporation Class A Communication Services 16,650.0 $478K 0.01% -990.0 -5.6% $28.71 -12.4%
243 UNH UnitedHealth Group Inc Healthcare 1,727.0 $467K 0.01% +423.0 +32.4% $270.59 +39.7%
244 BEN Franklin Resources Inc Financial Services 19,518.0 $461K 0.01% -6K -24.1% $23.62 +33.6%
245 PAYX Paychex Inc Industrials 4,952.0 $456K 0.01% -126.0 -2.5% $92.12 +3.0%
246 AMD Advanced Micro Devices Inc Technology 2,211.0 $450K 0.01% +76.0 +3.6% $203.43 +143.0%
247 Canadian Pacific Kansas City L 5,644.0 $444K 0.01% -2K -26.4% $78.66
248 CTVA Corteva Inc Basic Materials 5,151.0 $431K 0.01% -190.0 -3.6% $83.71 -4.4%
249 BX Blackstone Inc Financial Services 3,679.0 $423K 0.01% +1K +62.0% $114.99 +4.1%
250 PNW PINNACLE WEST Utilities 4,097.0 $413K 0.01% NEW $100.75 +2.1%
251 MDLZ Mondelez International Inc Cla Consumer Defensive 7,010.0 $404K 0.01% -477.0 -6.4% $57.64 +7.8%
252 GS Goldman Sachs Group Inc Financial Services 467.0 $395K 0.01% -15.0 -3.1% $845.99 +19.0%
253 LECO Lincoln Electric Holdings Inc Industrials 1,560.0 $389K 0.01% $249.08 +6.4%
254 CMI Cummins Inc Industrials 696.0 $374K 0.01% -8.0 -1.1% $538.02 +22.6%
255 IRM Iron Mountain Inc (New) Real Estate 3,656.0 $373K 0.01% -182.0 -4.7% $102.14 +24.7%
256 WSO Watsco Inc Industrials 1,019.0 $371K 0.01% $363.79 +3.2%
257 CI Cigna Group Healthcare 1,348.0 $360K 0.01% -35.0 -2.5% $266.75 +5.3%
258 PPG PPG Industries Inc Basic Materials 3,343.0 $357K 0.01% -45.0 -1.3% $106.88 +2.4%
259 EEM ISHARES MSCI EMG MKT 6,227.0 $354K 0.01% NEW $56.79 +20.0%
260 AMAT Applied Materials Inc Technology 993.0 $339K 0.01% -2K -62.7% $341.79 +30.6%
Page 13 of 20  ·  381 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%