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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 16 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TSEM Tower Semiconductor Ltd Technology 1,318.0 $231K 0.01% NEW $175.48 +61.5%
302 STX Seagate Technology Holdings PL Technology 583.0 $228K 0.01% -579.0 -49.8% $391.76 +107.5%
303 XLK State Street Technology Select 1,716.0 $228K 0.01% $132.90 +35.7%
304 SE Sea Ltd Sponsored ADR Consumer Cyclical 2,700.0 $224K 0.01% -992.0 -26.9% $82.81 +5.4%
305 SPOT Spotify Technology S A Communication Services 459.0 $223K 0.01% -218.0 -32.2% $484.91 +7.2%
306 HRB H&R Block Inc Consumer Cyclical 6,998.0 $222K 0.01% -360.0 -4.9% $31.74 +22.5%
307 BTI British American Tobacco PLC S Consumer Defensive 3,630.0 $212K 0.01% NEW $58.47 +11.8%
308 GATX GATX Corporation Industrials 1,236.0 $211K 0.01% $170.74 -0.6%
309 FNDF Schwab Fundamental Int'l Large 4,291.0 $210K 0.01% NEW $48.93 +9.1%
310 KMB Kimberly-Clark Corporation Consumer Defensive 2,176.0 $210K 0.01% -640.0 -22.7% $96.47 +2.8%
311 WMB WILLIAMS COMPANIES Energy 2,857.0 $208K 0.01% NEW $72.78 +7.8%
312 UBS UBS Group AG Financial Services 5,278.0 $206K 0.01% -4K -41.9% $39.07 +20.2%
313 PSX Phillips 66 Energy 1,131.0 $206K 0.01% NEW $182.18 -2.5%
314 ACWX iShares MSCI ACWI ex U.S. ETF 3,000.0 $205K 0.01% NEW $68.47 +9.7%
315 SJM Smucker (J M) Co (New) Consumer Defensive 2,122.0 $205K 0.01% $96.44 +7.2%
316 SNY Sanofi Sponsored ADR Healthcare 4,213.0 $203K 0.01% -319.0 -7.0% $48.18 -8.1%
317 FNB FNB Corporation Financial Services 10,970.0 $183K 0.01% $16.72 +4.8%
318 DOW DOW INC COM Basic Materials 4,329.0 $180K 0.01% NEW $41.65 -13.5%
319 LNT ALLIANT ENERGY CORP Utilities 1,940.0 $139K 0.00% NEW $71.76 +3.1%
320 RNST RENASENT CORP Financial Services 3,716.0 $134K 0.00% NEW $36.13 +13.5%
Page 16 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%