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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 5 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE NextEra Energy Inc Utilities 112,209.0 $10.4M 0.32% -16K -12.8% $92.88 -4.7%
82 Cencora Inc 32,749.0 $10.3M 0.31% +3K +9.7% $314.14
83 MDT Medtronic PLC Healthcare 115,359.0 $10.0M 0.30% +21K +21.7% $86.65 -9.3%
84 HAL Halliburton Company Energy 254,663.0 $9.9M 0.30% -11K -4.2% $38.99 +6.4%
85 LLY Lilly (Eli) & Company Healthcare 10,622.0 $9.8M 0.30% +148.0 +1.4% $919.77 +15.8%
86 EMLP First Trust North Amer Energy 212,053.0 $9.3M 0.28% +4K +2.1% $43.66 +2.1%
87 VIG Vanguard Dividend Appreciation 41,184.0 $8.9M 0.27% +37K +968.3% $215.06 +8.4%
88 BDX Becton Dickinson & Co Healthcare 55,302.0 $8.7M 0.27% +15K +37.9% $157.23 -6.1%
89 VUG Vanguard Growth ETF 19,806.0 $8.7M 0.26% +16K +395.8% $436.79 -80.0%
90 LIN Linde PLC Basic Materials 16,720.0 $8.3M 0.25% -132.0 -0.8% $495.76 +4.4%
91 VOO Vanguard S&P 500 ETF 11,958.0 $7.1M 0.22% +1K +10.3% $597.55 +14.7%
92 EMR Emerson Electric Company Industrials 54,167.0 $7.1M 0.22% -628.0 -1.1% $131.02 +4.1%
93 AMT American Tower Corporation Real Estate 40,737.0 $7.0M 0.21% +1K +2.8% $172.58 +6.5%
94 HCA HCA Healthcare Inc Healthcare 14,827.0 $7.0M 0.21% -8K -36.1% $473.24 -16.7%
95 PEP PepsiCo Inc Consumer Defensive 43,621.0 $6.8M 0.21% -1K -3.0% $155.29 -3.0%
96 O Realty Income Corp Real Estate 108,304.0 $6.6M 0.20% +2K +1.9% $61.18 +1.4%
97 BNDC FlexShares Core Select Bond ET 294,954.0 $6.6M 0.20% +105K +54.9% $22.24 -1.3%
98 VAW Vanguard Materials ETF 28,403.0 $6.4M 0.20% +3K +11.4% $225.34 +1.1%
99 ADP Automatic Data Processing Inc Industrials 26,341.0 $5.4M 0.16% -899.0 -3.3% $203.18 +10.9%
100 VCR Vanguard Consumer Discretionar 14,806.0 $5.3M 0.16% -2K -11.1% $359.03 +9.9%
Page 5 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%