CIK 2058285
Park Square Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
239
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 239
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FTV | FORTIVE CORP | 326 | $15K–$50K | SH |
| SYK | STRYKER CORP | 67 | $15K–$50K | SH |
| OMC | OMNICOM GROUP INC | 277 | $15K–$50K | SH |
| SMFG | SUMITOMO MITSUI FINL | 2K | $15K–$50K | SH |
| AMZN | AMAZON.COM INC | 103 | $15K–$50K | SH |
| DKS | DICKS SPORTING GOODS INC | 98 | $15K–$50K | SH |
| CRH | CRH PLC | 239 | $15K–$50K | SH |
| MCK | MCKESSON CORP | 38 | $15K–$50K | SH |
| WMB | WILLIAMS COS INC DEL | 400 | $15K–$50K | SH |
| GE | GENERAL ELECTRIC COMPANY | 129 | $15K–$50K | SH |
| ESI | ELEMENT SOLUTIONS INC | 846 | $15K–$50K | SH |
| FDL | FIRST TRUST MORNINGSTAR DIV LDRS ETF | 522 | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON | 143 | $15K–$50K | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT | 118 | $15K–$50K | SH |
| FTSM | FT ENH SHORT MTY ETF | 345 | $15K–$50K | SH |
| SPY | SPDR S&P 500 ETF | 35 | $15K–$50K | SH |
| SPGI | S&P GLOBAL INC | 41 | $15K–$50K | SH |
| CSX | CSX CORP | 616 | $15K–$50K | SH |
| LLY | ELI LILLY & CO | 25 | $15K–$50K | SH |
| SHY | ISHS 1-3YR TRSRY ETF | 231 | $15K–$50K | SH |
| CVX | CHEVRON CORP | 129 | $15K–$50K | SH |
| WTW | WILLIS TOWERS WATSON PUB | 59 | $15K–$50K | SH |
| PM | PHILIP MORRIS INTERNATIONAL INC | 153 | $15K–$50K | SH |
| BMY | BRISTOL MYERS SQUIBB CO | 325 | $15K–$50K | SH |
| DHR | DANAHER CORP | 80 | $15K–$50K | SH |
| KO | COCA COLA COMPANY | 291 | $15K–$50K | SH |
| FDN | FT DJ INTERNET INDX ETF | 74 | $15K–$50K | SH |
| RY | ROYAL BANK CDA MONTREAL | 145 | $15K–$50K | SH |
| NICE | NICE LTD SPON ADR | 102 | $15K–$50K | SH |
| EME | EMCOR GROUP INC | 38 | $15K–$50K | SH |
| BXP | BXP INC | 230 | $15K–$50K | SH |
| WM | WASTE MANAGEMENT, INC. | 83 | $15K–$50K | SH |
| DUK | DUKE ENERGY CORP | 153 | $15K–$50K | SH |
| DIS | WALT DISNEY CO | 148 | $15K–$50K | SH |
| MCD | MCDONALDS CORP | 56 | $15K–$50K | SH |
| JHG | JANUS HENDERSON GROUP PLC | 361 | $15K–$50K | SH |
| GD | GENERAL DYNAMICS CORP | 57 | $15K–$50K | SH |
| GM | GENERAL MOTORS CO | 281 | $1K–$15K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC | 51 | $1K–$15K | SH |
| XLC | COMMUNICATION SVCS SELECT SECTOR SPDR | 153 | $1K–$15K | SH |
| AJG | ARTHUR J GALLAGHER | 52 | $1K–$15K | SH |
| NVS | NOVARTIS AG SPON ADR | 150 | $1K–$15K | SH |
| FSIG | FIRST TRUST LMT DR INV GRD CR ETF | 769 | $1K–$15K | SH |
| TIP | ISHS TIPS BD ETF | 136 | $1K–$15K | SH |
| AON | AON PLC | 40 | $1K–$15K | SH |
| CLS | CELESTICA INC | 154 | $1K–$15K | SH |
| FISV | FISERV INC | 69 | $1K–$15K | SH |
| LULU | LULULEMON ATHLETICA INC | 37 | $1K–$15K | SH |
| CW | CURTISS WRIGHT CORP DE | 39 | $1K–$15K | SH |
| BBVA | BANCO BILBAO VIZCAYA ADR | 1K | $1K–$15K | SH |