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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 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGDV Capital Group Dividend Value E 934,689.0 $39.8M 1.21% +21K +2.4% $42.54 +12.6%
22 CDNS Cadence Design Systems Inc Technology 134,602.0 $37.4M 1.14% +1K +1.0% $277.87 +29.0%
23 COST Costco Wholesale Corporation Consumer Defensive 36,619.0 $36.5M 1.11% +805.0 +2.2% $996.43 +5.4%
24 KO Coca-Cola Company Consumer Defensive 466,354.0 $35.5M 1.08% +11K +2.3% $76.05 +6.7%
25 DHI DR Horton Inc Consumer Cyclical 253,461.0 $34.8M 1.06% +4K +1.8% $137.22 +5.0%
26 PANW Palo Alto Networks Inc Technology 211,402.0 $33.9M 1.03% +3K +1.4% $160.32 +57.8%
27 ACN Accenture PLC Class A Technology 167,976.0 $33.3M 1.01% +9K +6.0% $198.29 -10.3%
28 FPE First Trust Preferred Securiti 1,866,242.0 $33.1M 1.01% +86K +4.8% $17.75 +0.8%
29 JNJ Johnson & Johnson Healthcare 126,113.0 $30.8M 0.94% +7K +6.3% $244.44 -5.2%
30 MPWR Monolithic Power Systems Inc Technology 28,114.0 $30.7M 0.94% -13K -32.4% $1093.35 +42.8%
31 XOM Exxon Mobil Corporation Energy 180,750.0 $30.7M 0.93% -3K -1.8% $169.66 -7.9%
32 FTCS First Trust Capital Strength E 322,143.0 $29.9M 0.91% -16K -4.8% $92.76 +1.0%
33 CAT Caterpillar Inc Industrials 41,696.0 $29.5M 0.90% +3K +7.1% $708.46 +22.2%
34 V Visa Inc Class A Financial Services 96,662.0 $29.2M 0.89% +532.0 +0.6% $302.24 +9.4%
35 CRM Salesforce Inc Technology 155,850.0 $29.1M 0.89% +13K +8.9% $186.67 -5.5%
36 CVX Chevron Corp Energy 135,293.0 $28.0M 0.85% -7K -4.8% $206.90 -7.7%
37 BLK Blackrock Inc Financial Services 27,332.0 $26.3M 0.80% +163.0 +0.6% $961.71 +10.6%
38 ICE Intercontinental Exchange Inc Financial Services 166,232.0 $26.1M 0.80% $157.28 -3.7%
39 RDVY First Trust Rising Dividend Ac 378,101.0 $25.8M 0.79% +17K +4.6% $68.28 +9.5%
40 NKE Nike Inc Class B Consumer Cyclical 482,886.0 $25.5M 0.78% +52K +12.0% $52.82 -16.0%
Page 2 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%