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Portfolio (Quarterly) Guide ↗

PARK NATIONAL CORP /OH/

· CIK 0000805676
13F Portfolio $3.2B AUM 511 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 315 New
Page 4 of 16  ·  315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVV iShares Core S&P 500 ETF 21,505.0 $14.7M 0.46% NEW $684.94 +9.4%
62 FIXD First Tr Smith Opportunistic F 331,976.0 $14.7M 0.46% NEW $44.32 -2.2%
63 Berkshire Hathaway Inc Class A 19.0 $14.3M 0.45% NEW $754800.00
64 WEC WEC Energy Group Inc Utilities 135,010.0 $14.2M 0.44% NEW $105.46 +7.5%
65 AstraZeneca PLC Sponsored ADR 139,437.0 $12.8M 0.40% NEW $91.93
66 FTGS First Trust Growth Strength ET 361,445.0 $12.8M 0.40% NEW $35.35 +3.9%
67 COP ConocoPhillips Energy 133,337.0 $12.5M 0.39% NEW $93.61 +28.7%
68 HYLS First Trust Tactical High Yiel 296,442.0 $12.4M 0.39% NEW $41.86 -2.7%
69 MRK Merck & Company Inc (New) Healthcare 111,325.0 $11.7M 0.36% NEW $105.26 +16.3%
70 VEA Vanguard FTSE Developed Market 185,466.0 $11.6M 0.36% NEW $62.47 +12.8%
71 LLY Lilly (Eli) & Company Healthcare 10,474.0 $11.3M 0.35% NEW $1074.68 -0.9%
72 MCK McKesson Corporation Healthcare 13,604.0 $11.2M 0.35% NEW $820.29 -6.6%
73 CVS CVS Health Corporation Healthcare 139,677.0 $11.1M 0.35% NEW $79.36 +17.5%
74 CAH Cardinal Health Inc Healthcare 53,084.0 $10.9M 0.34% NEW $205.50 -2.3%
75 ZTS Zoetis Inc Healthcare 86,327.0 $10.9M 0.34% NEW $125.82 -36.4%
76 HCA HCA Healthcare Inc Healthcare 23,201.0 $10.8M 0.34% NEW $466.86 -15.6%
77 HD Home Depot Inc Consumer Cyclical 31,076.0 $10.7M 0.33% NEW $344.10 -9.0%
78 NEE NextEra Energy Inc Utilities 128,615.0 $10.3M 0.32% NEW $80.28 +10.3%
79 Cencora Inc 29,862.0 $10.1M 0.32% NEW $337.75
80 First Trust Alternative Opport 361,922.0 $9.9M 0.31% NEW $27.49
Page 4 of 16  ·  315 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 32.0%
Financial Services 20.7%
Communication Services 9.7%
Healthcare 8.9%
Consumer Cyclical 8.9%
Industrials 6.8%
Consumer Defensive 5.2%
Energy 3.4%
Utilities 2.8%
Basic Materials 0.9%