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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 2 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PAAS PAN AMERN SILVER CORP Basic Materials 55,443.0 $2.5M 1.43% NEW $44.79 +18.0%
22 SPYI NEOS ETF TRUST 46,032.0 $2.4M 1.41% NEW $53.09 +1.2%
23 BCS BARCLAYS PLC Financial Services 90,728.0 $2.4M 1.41% NEW $26.86 +0.0%
24 VIAV VIAVI SOLUTIONS INC Technology 50,188.0 $2.4M 1.38% NEW $47.75 -23.5%
25 FCFS FIRSTCASH HOLDINGS INC Financial Services 11,019.0 $2.4M 1.38% NEW $216.32 +1.3%
26 C CITIGROUP INC Financial Services 16,821.0 $2.4M 1.36% NEW $139.96 -5.1%
27 APEI AMERICAN PUB ED INC Consumer Defensive 42,935.0 $2.3M 1.33% NEW $53.70 -14.3%
28 ATI ATI INC Industrials 10,475.0 $2.1M 1.19% NEW $197.10 +6.9%
29 ARIS ARIS MINING CORPORATION Basic Materials 131,977.0 $2.0M 1.14% NEW $14.91 +35.9%
30 PLTR PALANTIR TECHNOLOGIES INC Technology 15,503.0 $1.8M 1.04% NEW $116.67 +59.7%
31 GRAL GRAIL INC Healthcare 25,887.0 $1.8M 1.02% NEW $68.27 +17.2%
32 ROAD CONSTRUCTION PARTNERS INC Industrials 14,614.0 $1.7M 1.00% NEW $118.77 -7.3%
33 GLW CORNING INC Technology 6,679.0 $1.7M 0.98% NEW $255.43 -41.7%
34 XMTR XOMETRY INC Industrials 17,220.0 $1.7M 0.96% NEW $96.52 -2.5%
35 KALU KAISER ALUMINIUM CORPORATION Basic Materials 8,374.0 $1.6M 0.95% NEW $195.63 -20.1%
36 BANC BANC OF CALIFORNIA INC Financial Services 77,175.0 $1.6M 0.91% NEW $20.43 -9.0%
37 APP APPLOVIN CORP Technology 3,036.0 $1.6M 0.90% NEW $515.23 -38.3%
38 CENX CENTURY ALUM CO Basic Materials 33,098.0 $1.5M 0.88% NEW $46.01 +1.3%
39 VIKING HOLDINGS LTD 13,715.0 $1.4M 0.83% NEW $104.67
40 IFS INTERCORP FINL SVCS INC Financial Services 24,752.0 $1.4M 0.81% NEW $56.96 -4.1%
Page 2 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%