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J. Bradley Zellar

@Park National Corp Oh

Latest period2024 - Q4ReportedManaged Assets$2.729BTotal holdings287
Assets growth rate-4.43%Assets growth rate (2-Q avg)0.57%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Park National Corp Oh's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 287 positions.

Assets under management

The assets under management (AUM) of Park National Corp Oh over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.729B in assets, with a quarterly growth rate of -4.43% and a 2-quarter average growth rate of 0.57%. The portfolio is managed by J. Bradley Zellar, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HBANHuntington Bancshares Inc
Recent Activity
Increased 0.15%
0.15%
$3.977M
244,466 shares@ $16.28 avg price
VHTVanguard Health Care Etf
Recent Activity
Increased 1.3%
0.14%
$3.797M
14,967 shares@ $253.7 avg price
AVGOBroadcom Inc
Recent Activity
Increased 8.91%
0.11%
$2.762M
11,912 shares@ $231.84 avg price
WMTWalmart Inc
Recent Activity
Increased 0.59%
0.09%
$2.392M
26,472 shares@ $90.35 avg price
SHWSherwin-williams Company
Recent Activity
Increased 15.9%
0.09%
$2.311M
6,797 shares@ $339.93 avg price
DALDelta Air Lines Inc
Recent Activity
Increased 0.04%
0.09%
$2.194M
36,261 shares@ $60.51 avg price
VDEVanguard Energy Etf
Recent Activity
Increased 0.66%
0.08%
$2.159M
17,795 shares@ $121.31 avg price
TDTTFlexshares Iboxx 3-year Target
Recent Activity
Increased 69.13%
0.07%
$1.893M
80,241 shares@ $23.59 avg price
DUKDuke Energy Corporation (new)
Recent Activity
Increased 0.78%
0.07%
$1.761M
16,347 shares@ $107.75 avg price
UPSUnited Parcel Service Inc Clas
Recent Activity
Increased 0.36%
0.06%
$1.582M
12,546 shares@ $126.11 avg price