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Portfolio (Quarterly) Guide ↗

PVG ASSET MANAGEMENT CORP

· CIK 0000820434
13F Portfolio $47M AUM 91 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 48 New 25 Added 12 Reduced 24 Exited
Page 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KYN Kayne Anderson Energy Infr Fund, Inc (kyn) Financial Services 12,324.0 $153K 0.32% -7K -35.9% $12.38 +16.2%
82 Fortress Biotech Inc. (fbio) 38,788.0 $142K 0.30% -34K -47.0% $3.66
83 MBLY Mobileye Global Inc. (mbly) Consumer Cyclical 11,662.0 $122K 0.26% NEW $10.44 -0.6%
84 CRDL Cardiol Therapeutics Inc. (crdl) Healthcare 97,165.0 $93K 0.20% -45K -31.6% $0.95 +38.4%
85 PAYO Payoneer Global Inc. (payo) Technology 15,986.0 $90K 0.19% NEW $5.62 -13.3%
86 MGF MFS Government Markets Income Trust (mgf) Financial Services 27,014.0 $82K 0.17% NEW $3.02 -5.1%
87 Abeona Therapeutics Inc. (abeo) 12,570.0 $66K 0.14% NEW $5.27
88 IOVA Iovance Biotherapeutics Inc. (iova) Healthcare 20,960.0 $57K 0.12% +570.0 +2.8% $2.73 +28.9%
89 BioAtla, Inc. (bcab) 69,000.0 $39K 0.08% +2K +3.0% $0.57
90 VERU Veru Inc. (veru) Healthcare 12,200.0 $26K 0.06% -147K -92.3% $2.14 -1.4%
91 Greene Concepts Inc. (inkw) 250,000.0 $75.0 NEW $0.00
Page 5 of 5  ·  91 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 27.8%
Financial Services 24.9%
Healthcare 14.4%
Industrials 7.8%
Basic Materials 6.6%
Consumer Cyclical 6.3%
Real Estate 3.7%
Communication Services 2.8%
Consumer Defensive 2.4%
Utilities 1.7%