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Asset Manager ← All Institutions

Park Square Financial Group, LLC

Q4 2025 · Filed 2026-02-05
Market Value
$5.5B
-38.0%
Holdings
306
-688
New Purchases
53
Added To
112
Closed
69
Reduced
58
Top 10 Concentration
90.7%
Turnover
39.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EEM 4.09% 0.00% +4.09% $224M
FDL 21.78% 18.55% +3.22% $1.2B
UCON 14.81% 12.60% +2.20% $810M
LMBS 14.74% 12.57% +2.17% $807M
FSIG 13.92% 11.90% +2.02% $762M
HEGD 2.39% 1.69% +0.70% $131M
FLIN 0.67% 0.00% +0.67% $36M
BAC 0.56% 0.00% +0.56% $31M
SJNK 2.53% 2.01% +0.51% $138M
HEFA 4.09% 3.59% +0.50% $224M
ESI 0.39% 0.00% +0.39% $22M
FXU 1.04% 0.65% +0.38% $57M
CSX 0.36% 0.00% +0.36% $20M
FITB 0.56% 0.32% +0.24% $31M
JD 0.24% 0.00% +0.24% $13M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LVHI 0.62% 7.59% -6.97% $34M
DVOL 0.00% 5.31% -5.31% $0
SJB 0.00% 5.29% -5.29% $0
FTGC 4.47% 5.49% -1.02% $244M
LGOV 7.90% 8.51% -0.61% $432M
GFI 0.00% 0.27% -0.27% $0
G 0.00% 0.22% -0.22% $0
SAN 0.00% 0.21% -0.21% $0
STNE 0.00% 0.18% -0.18% $0
RPRX 0.00% 0.17% -0.17% $0
BBVA 0.25% 0.31% -0.06% $14M
CART 0.00% 0.06% -0.06% $0
IDV 0.00% 0.06% -0.06% $0
PFF 0.00% 0.06% -0.06% $0
VIPS 0.00% 0.05% -0.05% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 47 $46M 0.8%
Large Cap 164 $429M 7.8%
Mid Cap 63 $3.6B 65.2%
Small Cap 26 $1.4B 25.5%
Micro Cap 6 $32M 0.6%

Portfolio Analytics

Avg Market Cap
$172.1B
Median Market Cap
$24.9B
Avg P/E
26.2
Median P/E
20.5
Avg Dividend Yield
0.02%
Avg Beta
0.82
# Stocks
195
# ETFs / Funds
111

Top Holdings (306 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FDL 21.78% 29,602 $1.2B $40,259.98 -$446M -8,137 -21.6%
2 UCON 14.81% 32,871 $810M $24,650.06 -$302M -11,306 -25.6%
3 LMBS 14.74% 16,576 $807M $48,669.94 -$303M -5,713 -25.6%
4 FSIG 13.92% 40,375 $762M $18,869.97 -$289M -14,334 -26.2%
5 LGOV 7.90% 20,732 $432M $20,840.01 -$319M -13,811 -40.0%
6 FTGC 4.47% 10,212 $244M $23,930.08 -$240M -8,493 -45.4%
7 HEFA 4.09% 6,443 $224M $34,751.67 -$93M -1,561 -19.5%
8 EEM 4.09% 5,353 $224M $41,819.54 $224M +5,321 +16628.1%
9 SJNK 2.53% 5,473 $138M $25,250.87 -$40M -1,469 -21.2%
10 HEGD 2.39% 5,827 $131M $22,400.03 -$19M -158 -2.6%
11 FXU 1.04% 1,498 $57M $37,827.77 -$1M +228 +17.9%
12 FLIN 0.67% 961 $36M $37,902.19 +961 NEW
13 LVHI 0.62% 1,105 $34M $30,520.36 -$636M -18,171 -94.3%
14 BGLD 0.58% 1,717 $32M $18,354.11 -$14M -173 -9.2%
15 FITB 0.56% 726 $31M $42,278.24 $3M +95 +15.1%
16 BAC 0.56% 698 $31M $43,949.86 $31M +106 +17.9%
17 SMFG 0.43% 1,629 $24M $14,489.87 $6M +598 +58.0%
18 ESI 0.39% 846 $22M $25,430.26 +846 NEW
19 T 0.38% 923 $21M $22,771.40 -$3M +58 +6.7%
20 CSX 0.36% 616 $20M $32,271.10 +616 NEW
21 JHG 0.28% 361 $15M $42,526.32 -$5M -93 -20.5%
22 BBVA 0.25% 1,415 $14M $9,720.14 -$14M -29 -2.0%
23 JD 0.24% 379 $13M $34,670.18 +379 NEW
24 VZ 0.24% 324 $13M $39,990.74 -$4M -51 -13.6%
25 XLF 0.22% 248 $12M $48,330.65 $12M
26 CMCSA 0.22% 316 $12M $37,531.65 +316 NEW
27 SDVY 0.17% 257 $9M $35,848.25 +257 NEW
28 CTRA 0.16% 342 $9M $25,540.94 $4M +139 +68.5%
29 BRX 0.15% 297 $8M $27,841.75 $546K +18 +6.5%
30 XLRE 0.15% 203 $8M $40,669.95 +203 NEW
31 IGLB 0.15% 161 $8M $49,397.52 $8M +26 +19.3%
32 HYDB 0.14% 166 $8M $47,012.05 $101K +5 +3.1%
33 SHYG 0.14% 176 $7M $42,607.95 -$3M -77 -30.4%
34 ENB 0.13% 163 $7M $42,423.31 +163 NEW
35 PBR 0.12% 513 $7M $12,861.60 +513 NEW
36 FOXA 0.12% 133 $6M $48,578.95 $6M -150 -53.0%
37 SU 0.11% 175 $6M $35,680.00 -$2M -28 -13.8%
38 GSK 0.11% 177 $6M $33,819.21 +177 NEW
39 HYLS 0.10% 129 $5M $41,333.33 -$303K -5 -3.7%
40 SM 0.09% 121 $5M $38,760.33 +121 NEW
41 PPC 0.05% 57 $3M $45,385.96 $551K +7 +14.0%
42 CNX 0.04% 54 $2M $36,666.67 +54 NEW
43 HYG 0.03% 18,682 $1M $78.65 -$402K -4,365 -18.9%
44 SPY 0.02% 2,168 $1M $586.08 -$375K -302 -12.2%
45 RSP 0.02% 7,248 $1M $175.23 -$522K -2,200 -23.3%
46 FTSM 0.02% 19,067 $1M $59.77 -$529K -8,788 -31.6%
47 RDVY 0.02% 19,180 $1M $59.14 -$187K -464 -2.4%
48 MTG 0.02% 46 $1M $23,695.65 -$1M -44 -48.9%
49 GDX 0.01% 24 $814K $33,916.67 $751K -796 -97.1%
50 SLV 0.01% 30 $790K $26,333.33 -$57K +10 +50.0%
51 OGE 0.01% 18 $743K $41,277.78 $49K +3 +20.0%
52 SIL 0.01% 23 $731K $31,782.61 $730K +12 +109.1%
53 JNK 0.01% 6,749 $644K $95.47 -$198K -1,851 -21.5%
54 BIZD 0.01% 35 $582K $16,628.57 $194K +9 +34.6%
55 AMLP 0.01% 12 $578K $48,166.67 $15K
56 GUNR 0.01% 15 $545K $36,333.33 $107K +5 +50.0%
57 GLD 0.01% 1,883 $456K $242.13 -$43K +480 +34.2%
58 URA 0.01% 14 $375K $26,785.71 +14 NEW
59 COPX 0.01% 9 $344K $38,222.22 +9 NEW
60 FPI 0.01% 27 $318K $11,777.78 $35K +1 +3.9%
61 JBBB 0.01% 6 $295K $49,166.67 $54K +1 +20.0%
62 USHY 0.01% 8 $294K $36,750.00 +8 NEW
63 SRLN 0.01% 7 $292K $41,714.29 $1K
64 FLBL 0.01% 12 $291K $24,250.00 $27K +1 +9.1%
65 BKLN 0.01% 13 $274K $21,076.92 $2K
66 LAND —% 24 $260K $10,833.33 +24 NEW
67 SPLG —% 2,348 $162K $68.94 -$20K +22 +0.9%
68 LLY —% 136 $105K $772.00 $461 -1 -0.7%
69 SPYG —% 1,034 $91K $87.90 $45K +599 +137.7%
70 IJR —% 583 $67K $115.22 $22K +200 +52.2%
71 IXUS —% 1,012 $67K $66.14 -$6K +127 +14.3%
72 AAPL —% 239 $60K $250.43 $2K +11 +4.8%
73 MSFT —% 130 $55K $421.52 -$11K +3 +2.4%
74 GOOGL —% 274 $52K $189.30 -$19K -17 -5.8%
75 NVDA —% 378 $51K $134.29 -$15K +23 +6.5%
76 JPM —% 208 $50K $239.71 -$25K -29 -12.2%
77 AXP —% 166 $49K $296.80 $13K +58 +53.7%
78 FBT —% 288 $48K $166.21 $37K +227 +372.1%
79 IWY —% 201 $47K $235.27 $26K +122 +154.4%
80 SHY —% 563 $46K $81.98 $43K +524 +1343.6%
81 IVV —% 77 $45K $588.69 -$60K -80 -51.0%
82 FXG —% 701 $45K $64.06 $37K +582 +489.1%
83 PNR —% 434 $44K $100.64 $36K +362 +502.8%
84 CB —% 158 $44K $276.30 $7K +29 +22.5%
85 PH —% 66 $42K $636.00 $3K +14 +26.9%
86 AVGO —% 170 $39K $231.85 -$7K +30 +21.4%
87 META —% 67 $39K $585.55 -$4K +8 +13.6%
88 GRID —% 315 $38K $119.34 +315 NEW
89 AIRR —% 482 $37K $77.04 +482 NEW
90 BLK —% 36 $37K $1,025.11 $14K +16 +80.0%
91 XOM —% 342 $37K $107.57 -$420 +12 +3.6%
92 AFL —% 354 $37K $103.44 $15K +158 +80.6%
93 AIZ —% 168 $36K $213.21 $24K +113 +205.4%
94 NEE —% 473 $34K $71.69 $34K +472 +47200.0%
95 GS —% 59 $34K $572.61 $1K +18 +43.9%
96 PHM —% 303 $33K $108.90 $2K +65 +27.3%
97 UNH —% 64 $32K $505.86 $32K +63 +6300.0%
98 WFC —% 459 $32K $70.24 $7K +158 +52.5%
99 XMMO —% 260 $32K $123.53 +260 NEW
100 MS —% 248 $31K $125.72 -$11K -20 -7.5%

New Positions

SymbolValue% Port
FLIN $36M 0.67%
ESI $22M 0.39%
CSX $20M 0.36%
JD $13M 0.24%
CMCSA $12M 0.22%
SDVY $9M 0.17%
XLRE $8M 0.15%
ENB $7M 0.13%
PBR $7M 0.12%
GSK $6M 0.11%
SM $5M 0.09%
CNX $2M 0.04%
URA $375K 0.01%
COPX $344K 0.01%
USHY $294K 0.01%

Sold Out Positions

SymbolValue% Port
ABT —%
CPA —%
ACN —%
NFG —%
ALLE —%
CARR —%
HD —%
WSM —%
ATO —%
ABBV —%
GRMN —%
HSY —%
SPG —%
EOG —%
VIPS —%
View SEC EDGAR Filings for Park Square Financial Group, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms