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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 15 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NICE NICE LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 100.0 $9K 0.01% $90.85 +19.3%
282 QUAL iShares 41.0 $9K 0.01% $219.44 +2.0%
283 V VISA INC CLASS A Financial Services 25.0 $9K 0.01% $343.08 +11.5%
284 Ralliant Corp 116.0 $9K 0.01% $73.63
285 MIND TECHNOLOGY INC 1,750.0 $8K 0.01% $4.72
286 PHYS SPROTT PHYSICAL GOLD ETV Financial Services 270.0 $8K 0.01% -9K -97.0% $30.17 +12.3%
287 NEWP NEW PAC METALS CORP F Basic Materials 2,000.0 $8K 0.01% -2K -50.0% $4.02 +73.6%
288 GM GENERAL MTRS CO Consumer Cyclical 102.0 $8K 0.01% NEW $77.08 +11.7%
289 Aya Gold & Silver Inc 375.0 $7K 0.01% NEW $18.94
290 PPC PILGRIMS PRIDE CORP NEW Consumer Defensive 250.0 $7K 0.01% -250.0 -50.0% $28.11 +11.8%
291 SEABRIDGE GOLD INC F 266.0 $7K 0.01% NEW $25.74
292 IJR iShares 45.0 $7K 0.01% $148.31 -1.7%
293 ASM AVINO SILVER & GOLD MI F Basic Materials 1,000.0 $6K 0.01% -1K -52.4% $6.34 +16.3%
294 IJH iShares 80.0 $6K 0.01% $77.11 -1.7%
295 VOX RTY CORP CDA F 1,200.0 $6K 0.00% -1K -53.9% $4.73
296 ELEMENTAL RTY CORP F 325.0 $6K 0.00% -624.0 -65.8% $17.46
297 VFC V F CORP Consumer Cyclical 325.0 $5K 0.00% $16.68 -17.9%
298 PZG PARAMOUNT GOLD NEV CORP Basic Materials 4,500.0 $5K 0.00% -4K -49.4% $1.14 +26.8%
299 NOC NORTHROP GRUMMAN CORP Industrials 10.0 $5K 0.00% $509.30 +7.1%
300 GEOS GEOSPACE TECHNOLOGIES CO Energy 750.0 $5K 0.00% $6.77 -23.3%
Page 15 of 16  ·  320 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%