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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 1 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PRK Park National Corporation Financial Services 1,155,964.0 $188.9M 5.76% +103K +9.8% $163.45 +3.2%
2 DDWM WisdomTree Dynamic Currency He 3,678,991.0 $162.3M 4.95% +138K +3.9% $44.11 +5.5%
3 SDVY First Trust SMID Cap Rising Di 3,472,041.0 $136.9M 4.17% +66K +1.9% $39.43 +4.9%
4 AAPL Apple Inc Technology 466,121.0 $118.3M 3.60% +5K +1.0% $253.79 +20.2%
5 NVDA NVIDIA Corporation Technology 641,104.0 $111.8M 3.41% -33K -4.9% $174.40 +25.9%
6 MSFT Microsoft Corporation Technology 251,543.0 $93.1M 2.84% +6K +2.6% $370.17 +13.2%
7 GOOGL Alphabet Inc Class A Communication Services 321,482.0 $92.4M 2.82% +3K +0.8% $287.56 +34.8%
8 JPM JPMorgan Chase & Co Financial Services 303,694.0 $89.3M 2.72% $294.16 +3.0%
9 CSCO Cisco Systems Inc Technology 780,459.0 $60.6M 1.84% -20K -2.5% $77.59 +52.3%
10 ADI Analog Devices Inc Technology 174,367.0 $55.5M 1.69% -15K -7.7% $318.14 +20.8%
11 META Meta Platforms Inc Class A Communication Services 86,127.0 $49.3M 1.50% +7K +9.3% $572.13 +6.2%
12 NFLX Netflix Inc Communication Services 477,670.0 $45.9M 1.40% +56K +13.3% $96.15 -7.1%
13 GEV GE Vernova Inc Utilities 50,517.0 $44.1M 1.34% -5K -9.2% $872.90 +19.6%
14 PG Procter & Gamble Company Consumer Defensive 288,401.0 $41.7M 1.27% +11K +4.0% $144.44 -1.4%
15 TJX TJX Companies Inc Consumer Cyclical 257,531.0 $41.1M 1.25% -4K -1.4% $159.70 -0.3%
16 MCD McDonald's Corporation Consumer Cyclical 131,728.0 $40.9M 1.25% +3K +2.6% $310.79 -8.6%
17 VGT Vanguard Information Technolog 58,574.0 $40.9M 1.25% +7K +14.1% $697.72 -83.6%
18 AMZN Amazon.com Inc Consumer Cyclical 195,868.0 $40.8M 1.24% +7K +3.6% $208.27 +28.9%
19 WM Waste Management Inc Industrials 175,267.0 $40.3M 1.23% -3K -1.6% $229.79 -4.4%
20 ANET Arista Networks Inc Technology 324,424.0 $39.8M 1.21% -13K -3.8% $122.78 +21.0%
Page 1 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%