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Portfolio (Quarterly) Guide ↗

PVG ASSET MANAGEMENT CORP

· CIK 0000820434
13F Portfolio $173M AUM 132 positions Filed Jul 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 132 New 17 Exited
Page 7 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ALT ALTIMMUNE INC Healthcare 66,120.0 $201K 0.12% NEW $3.04 +2.3%
122 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 10,320.0 $189K 0.11% NEW $18.28 -18.2%
123 CHRS COHERUS ONCOLOGY INC Healthcare 133,235.0 $187K 0.11% NEW $1.40 +0.7%
124 AGNC AGNC INVT CORP Real Estate 14,905.0 $162K 0.09% NEW $10.90 -0.0%
125 INTC PUT INTEL CORP Technology 1,000.0 $140K 0.08% NEW $139.63 -35.9%
126 CRDL CARDIOL THERAPEUTICS INC Healthcare 107,165.0 $114K 0.07% NEW $1.06 +83.0%
127 XOM CALL EXXON MOBIL CORP Energy 600.0 $82K 0.05% NEW $136.72 +14.6%
128 MGF MFS GOVT MKTS INCOME TR Financial Services 26,379.0 $76K 0.04% NEW $2.87 +0.3%
129 ARDX ARDELYX INC Healthcare 11,393.0 $58K 0.03% NEW $5.10 -25.3%
130 MAIA MAIA BIOTECHNOLOGY INC Healthcare 34,135.0 $49K 0.03% NEW $1.44 -7.6%
131 VERU VERU INC Healthcare 12,200.0 $38K 0.02% NEW $3.13 -16.1%
132 VLO VALERO ENERGY CORP Energy 136.0 $35K 0.02% NEW $260.44 +35.3%
Page 7 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.4%
Financial Services 21.7%
Industrials 17.3%
Basic Materials 11.9%
Healthcare 5.4%
Utilities 3.3%
Real Estate 2.8%
Consumer Defensive 2.4%
Consumer Cyclical 2.0%
Energy 1.3%