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Portfolio (Quarterly) Guide ↗

Parvin Asset Management, LLC

· CIK 0002056764
13F Portfolio $127M AUM 320 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 56 Added 91 Reduced 16 Exited
Page 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMTM AMENTUM HLDGS INC CLASS EQUITY Industrials 610.0 $13K 0.01% -393.0 -39.2% $20.67 -1.1%
82 PSLV SPROTT PHYSICAL SILVER E Financial Services 486.0 $9K 0.01% -6K -93.0% $18.87 +23.4%
83 PHYS SPROTT PHYSICAL GOLD ETV Financial Services 270.0 $8K 0.01% -9K -97.0% $30.17 +15.9%
84 NEWP NEW PAC METALS CORP F Basic Materials 2,000.0 $8K 0.01% -2K -50.0% $4.02 +86.2%
85 PPC PILGRIMS PRIDE CORP NEW Consumer Defensive 250.0 $7K 0.01% -250.0 -50.0% $28.11 +11.5%
86 ASM AVINO SILVER & GOLD MI F Basic Materials 1,000.0 $6K 0.01% -1K -52.4% $6.34 +23.0%
87 VOX RTY CORP CDA F 1,200.0 $6K 0.00% -1K -53.9% $4.73
88 ELEMENTAL RTY CORP F 325.0 $6K 0.00% -624.0 -65.8% $17.46
89 PZG PARAMOUNT GOLD NEV CORP Basic Materials 4,500.0 $5K 0.00% -4K -49.4% $1.14 +32.5%
90 INTEGRA RES CORP F 1,750.0 $4K 0.00% -2K -49.3% $2.27
91 EMBC EMBECTA CORP Healthcare 183.0 $597.0 -20K -99.1% $3.26 +57.3%
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
Basic Materials 29.6%
Technology 15.2%
Industrials 12.5%
Consumer Defensive 12.2%
Healthcare 8.0%
Consumer Cyclical 7.1%
Energy 7.0%
Communication Services 3.4%
Financial Services 2.6%
Real Estate 2.1%