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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
BACBank Of America Corp
Recent Activity
Decreased -10.77%
0.13%
$3.525M
80,197 shares@ $43.95 avg price
SPYSpdr S&p 500 Etf
Recent Activity
Decreased -6.35%
0.13%
$3.325M
5,673 shares@ $586.08 avg price
GDGeneral Dynamics Corporation
Recent Activity
Decreased -7.88%
0.12%
$3.24M
12,298 shares@ $263.49 avg price
CBChubb Ltd (new)
Recent Activity
Decreased -0.89%
0.12%
$3.198M
11,573 shares@ $276.31 avg price
TXNTexas Instruments Inc
Recent Activity
Decreased -16.14%
0.12%
$3.193M
17,030 shares@ $187.51 avg price
IBMInternational Business Machine
Recent Activity
Decreased -0.95%
0.12%
$3.139M
14,278 shares@ $219.84 avg price
VISVanguard Industrials Etf
Recent Activity
Decreased -1.24%
0.12%
$3.108M
12,219 shares@ $254.4 avg price
UNPUnion Pacific Corporation
Recent Activity
Decreased -3.03%
0.12%
$3.029M
13,282 shares@ $228.04 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.56%
0.12%
$3.01M
8,298 shares@ $362.76 avg price
GPCGenuine Parts Company
Recent Activity
Decreased -3.82%
0.11%
$2.851M
24,414 shares@ $116.76 avg price