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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
BROBrown & Brown Inc
Recent Activity
Decreased -0.38%
0.2%
$5.285M
51,800 shares@ $102.02 avg price
AXPAmerican Express Co
Recent Activity
Decreased -1%
0.19%
$5.125M
17,267 shares@ $296.8 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -1.56%
0.19%
$5.038M
13,639 shares@ $369.36 avg price
MPCMarathon Petroleum Corporation
Recent Activity
Decreased -12.11%
0.17%
$4.619M
33,110 shares@ $139.5 avg price
MNSTMonster Beverage Corporation (
Recent Activity
Decreased -74.8%
0.17%
$4.412M
83,933 shares@ $52.57 avg price
CTASCintas Corporation
Recent Activity
Decreased -0.4%
0.16%
$4.248M
23,251 shares@ $182.71 avg price
NKENike Inc Class B
Recent Activity
Decreased -6.09%
0.15%
$4.071M
53,801 shares@ $75.68 avg price
FTRIFt Indxx Global Natural Resour
Recent Activity
Decreased -3.56%
0.15%
$3.922M
326,108 shares@ $12.03 avg price
FYXFirst Trust Small Cap Core Alp
Recent Activity
Decreased -0.63%
0.15%
$3.87M
38,291 shares@ $101.06 avg price
VFHVanguard Financials Etf
Recent Activity
Decreased -4.49%
0.14%
$3.758M
31,831 shares@ $118.07 avg price