Parvin Asset Management, Llc Portfolio Stock Holdings

Parvin Asset Management, Llc disclosed 308 stock positions valued at approximately $135.8 million in its latest SEC 13F filing. The largest holdings include APPLE INC, NEWMONT CORP, and AGNICO EAGLE MINES LTD F. The filing reflects positions held as of March 31, 2026 and was filed on May 18, 2026.

Report Period
March 31, 2026
No. of Stocks
308
Portfolio Value
$135.8M
Holdings by Sector
Parvin Asset Management, Llc Portfolio Holdings in Q1 2026

284 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology4.55%24,325--$6,173,442
NEWMONT CORPNEMBasic Materials3.14%39,385+555+1.43%$4,263,426
AGNICO EAGLE MINES LTD FAEMBasic Materials3.06%20,475+430+2.15%$4,156,016
COEUR MNG INCCDEBasic Materials2.84%205,252+96,646+88.99%$3,852,580
HECLA MNG COHLBasic Materials2.67%194,775-4,400-2.21%$3,628,658
ENDEAVOUR SILVER CORP FEXKBasic Materials2.23%325,775+3,200+0.99%$3,032,965
ROYAL GOLD INCRGLDBasic Materials2.03%10,855+343+3.26%$2,762,489
SILVERCORP METALS INC FSVMBasic Materials1.62%205,225+1,175+0.58%$2,204,117
MICROSOFT CORPMSFTTechnology1.56%5,720--$2,117,372
AMGEN INCAMGNHealthcare1.49%5,739+95+1.68%$2,019,267
EOG RES INCEOGEnergy1.46%13,755+740+5.69%$1,988,560
KINROSS GOLD CORP FKGCBasic Materials1.44%64,075+850+1.34%$1,955,569
RTX CORPRTXIndustrials1.44%10,130-10-0.10%$1,954,077
PAN AMERN SILVER CORP FPAASBasic Materials1.43%35,584+1,225+3.57%$1,943,954
LKQ CORPLKQConsumer Cyclical1.30%59,890+2,230+3.87%$1,758,969
CLOROX COCLXConsumer Defensive1.29%16,910+880+5.49%$1,752,383
EQUINOX GOLD CORP FEQXBasic Materials1.27%119,016+525+0.44%$1,720,971
EXXON MOBIL CORPXOMEnergy1.22%9,746+45+0.46%$1,653,506
WHEATON PRECIOUS METAL FWPMBasic Materials1.20%12,470+545+4.57%$1,633,695
ALAMOS GOLD INC NEW FCLASS AAGIBasic Materials1.16%35,390+625+1.80%$1,572,378
STURM RUGER & CO INCRGRIndustrials1.07%36,300+2,830+8.46%$1,455,267
BARRICK MNG CORP FBOther1.05%34,885+1,500+4.49%$1,422,959
TRIPLE FLAG PRECIOUS M FTFPMBasic Materials1.02%39,965+800+2.04%$1,387,185
VERIZON COMMUNICATIONS IVZCommunication Services0.99%26,710-2,549-8.71%$1,340,842
FRANCO NEV CORP FFNVBasic Materials0.96%5,290+325+6.55%$1,306,895
SSR MNG INC FSSRMBasic Materials0.96%44,195+2,150+5.11%$1,298,118
CALAVO GROWERS INCCVGWConsumer Defensive0.92%48,570+2,400+5.20%$1,252,620
CHEVRON CORP NEWCVXEnergy0.91%5,980+235+4.09%$1,237,262
ORLA MNG LTD NEW FORLABasic Materials0.87%73,075+2,575+3.65%$1,178,700
NOV INCNOVEnergy0.87%62,550-150-0.24%$1,176,566
SMITH & NEPHEW GROUP P FSPONSORED ADR 1 ADR REPS 2 ORD SHSSNNHealthcare0.86%36,944+2,894+8.50%$1,174,080
BRISTOL MYERS SQUIBB COBMYHealthcare0.84%18,765-50-0.27%$1,138,097
GRUPO AEROPORTUARIO DE FSPONSORED ADR 1 ADR REPS 8 ORD SHSOMABIndustrials0.84%9,890+75+0.76%$1,134,680
RAYONIER INC REITRYNReal Estate0.80%52,813+11,738+28.58%$1,089,004
UNITED PARCEL SVC INC CLASS BUPSIndustrials0.77%10,570-675-6.00%$1,039,877
MERCADOLIBRE INCMELIConsumer Cyclical0.76%596+93+18.49%$1,030,496
ULTRAPAR PARTICIPACO A FSPONSORED ADR 1 ADR REPS 1 ORD SHSUGPEnergy0.75%185,750+19,350+11.63%$1,023,483
Costco Wholesale CorpCOSTConsumer Defensive0.73%1,000--$996,430
SMITH A O CORPAOSIndustrials0.72%14,920+430+2.97%$983,825
OMNICOM GROUP INCOMCCommunication Services0.72%13,004-30-0.23%$979,331
SK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHSSKMCommunication Services0.72%33,419-4,766-12.48%$978,843
GENTEX CORPGNTXConsumer Cyclical0.72%44,720+1,240+2.85%$977,132
MARKETAXESS HLDGS INCMKTXFinancial Services0.70%5,770-4-0.07%$951,935
QUALCOMM INCQCOMTechnology0.70%7,340-15-0.20%$945,245
PROCTER & GAMBLE COPGConsumer Defensive0.69%6,515--$941,027
CANADIAN NATL RY CO FCNIIndustrials0.68%9,010+970+12.06%$925,958
CONSTELLATION BRANDS INCCLASS ASTZConsumer Defensive0.68%6,149+5+0.08%$922,350
DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHSDEOConsumer Defensive0.68%12,350+2,180+21.44%$919,458
CARRIAGE SVCS INCCSVConsumer Cyclical0.66%19,720+2,295+13.17%$900,415
AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHSABEVConsumer Defensive0.63%293,925+22,425+8.26%$858,261
Southern Copper CorpSCCOBasic Materials0.59%4,692+39+0.84%$807,306
WALMART INCWMTConsumer Defensive0.59%6,481--$805,459
JOHNSON & JOHNSONJNJHealthcare0.59%3,270--$799,319
ABBVIE INCABBVHealthcare0.58%3,625--$788,401
CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD SHSIMOSTechnology0.57%21,770-475-2.14%$778,931
PEPSICO INCPEPConsumer Defensive0.56%4,913--$762,940
PHILIP MORRIS INTL INCPMConsumer Defensive0.56%4,570--$755,604
BROWN FORMAN CORP CLASS BBF-BConsumer Defensive0.56%28,550+1,235+4.52%$754,862
OPEN TEXT CORP FOTEXTechnology0.55%33,430+6,590+24.55%$743,483
GLOBAL SHIP LEASE INC FCLASS CLASS AY27183600Other0.55%19,905+2,035+11.39%$741,063
ADOBE INCADBETechnology0.54%3,008+123+4.26%$731,185
AUTOMATIC DATA PROCESSINADPTechnology0.54%3,575--$726,369
BECTON DICKINSON & COBDXHealthcare0.50%4,306+160+3.86%$677,032
THE CAMPBELL'S COCPBConsumer Defensive0.49%29,810+1,170+4.09%$663,869
UNION PAC CORPUNPIndustrials0.49%2,725--$661,140
PHIBRO ANIMAL HEALTH CORCLASS APAHCHealthcare0.48%11,850+150+1.28%$655,424
ABBOTT LABSABTHealthcare0.46%6,050--$621,154
INTERPARFUMS INCIPARConsumer Defensive0.44%6,590+800+13.82%$598,636
CF INDS HLDGS INCCFBasic Materials0.44%4,610+605+15.11%$598,562
JOHNSON CONTROLS INTER FJCIIndustrials0.41%4,290-125-2.83%$561,776
MARSH & MCLENNAN COS INCMMCFinancial Services0.41%3,230--$560,244
ALLIANCE RESOURCE PAR LPARLPEnergy0.41%20,075+4,575+29.52%$555,074
CORNING INCGLWTechnology0.40%4,000--$543,880
COUPANG INC CLASS ACPNGConsumer Cyclical0.40%28,675+9,925+52.93%$541,384
CNH INDL N V FCNHOther0.39%48,225+11,425+31.05%$530,475
JBS N V FCLASS AN4732M103Other0.39%29,425+1,625+5.85%$528,473
CISCO SYS INCCSCOTechnology0.36%6,365--$493,860
NUTRIEN LTD FNTRBasic Materials0.36%6,505+250+4.00%$490,867
ALPSSDOGOther0.36%7,521--$489,136
INGREDION INCINGRConsumer Defensive0.36%4,315--$486,128
CRACKER BARREL OLD CTRYCBRLConsumer Cyclical0.34%16,635+1,150+7.43%$467,610
RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSRIOBasic Materials0.34%4,905+675+15.96%$457,587
IBM CORPIBMTechnology0.33%1,850--$448,422
MEDTRONIC PLC FMDTOther0.32%5,000-150-2.91%$433,250
SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHSSHELEnergy0.31%4,500-200-4.26%$418,500
PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHSPBREnergy0.29%18,975+6,650+53.96%$393,731
ORACLE CORPORCLTechnology0.28%2,625--$386,164
MERCK & CO. INC.MRKHealthcare0.27%3,025--$363,877
BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBTIConsumer Defensive0.27%6,190-250-3.88%$361,929
THE COCA-COLA COKOConsumer Defensive0.26%4,710--$358,196
Caterpillar IncCATIndustrials0.26%500--$354,230
ZOETIS INC CLASS CLASS AZTSHealthcare0.25%2,905+220+8.19%$343,400
iSharesSHYOther0.25%4,150--$342,666
iSharesIWYOther0.24%1,330--$330,957
LINDE PLC FLINOther0.24%667--$330,672
SPROTT PHYSICAL GOLD ETVPHYSOther0.24%9,045-3-0.03%$320,555
TJX COS INC NEWTJXConsumer Cyclical0.23%1,940--$309,818
VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHSVALEBasic Materials0.23%19,400+8,025+70.55%$308,654
IMMUNITYBIO INCIBRXHealthcare0.23%40,000+40,000+100.00%$306,800
INTERNTNL PAPER CO CLASS EQUITYIPConsumer Cyclical0.23%8,575+685+8.68%$306,128
Parvin Asset Management, Llc Options Holdings in Q1 2026

1 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026GDXVanEck Gold Miners ETFCALL60$10,866

Notional value represents the total exposure of the options position.