Parvin Asset Management, LLC

data from 30/09/2025

Capitalization

$ 114.540 M 15.12 %

Average holding period

3 ans

Performance

$ 208.285 M 210.83 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Parvin Asset Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 5.45% 6.245 M $ 24525 2024/12/31 1.230 M $ 24.11 %
2025/09/30 NEM NEWMONT CORP 3.15% 3.604 M $ 42745 2024/12/31 1.154 M $ 44.71 %
2025/09/30 MSFT MICROSOFT CORP 2.96% 3.391 M $ 6547 2024/12/31 130.839 K $ 4.13 %
2025/09/30 AEM AGNICO EAGLE MINES LTD F 2.96% 3.389 M $ 20105 2024/12/31 996.570 K $ 41.73 %
2025/09/30 OR ROYALTIES 2.93% 3.353 M $ 83650 2024/12/31 1.214 M $ 55.89 %
2025/09/30 HL HECLA MNG CO 2.52% 2.886 M $ 238550 2024/12/31 1.439 M $ 102.00 %
2025/09/30 EXK ENDEAVOUR SILVER CORP F 2.20% 2.525 M $ 322125 2024/12/31 516.402 K $ 59.35 %
2025/09/30 RGLD ROYAL GOLD INC 1.82% 2.089 M $ 10415 2024/12/31 246.160 K $ 12.79 %
2025/09/30 RTX RTX CORP 1.80% 2.058 M $ 12300 2024/12/31 294.078 K $ 14.59 %
2025/09/30 CDE COEUR MNG INC 1.79% 2.047 M $ 109106 2025/03/31 1.064 M $ 111.74 %
2025/09/30 ORCL ORACLE CORP 1.41% 1.610 M $ 5724 2024/12/31 363.451 K $ 28.64 %
2025/09/30 KGC KINROSS GOLD CORP F 1.37% 1.573 M $ 63300 2024/12/31 574.406 K $ 58.99 %
2025/09/30 AMGN AMGEN INC 1.35% 1.545 M $ 5474 2024/12/31 16.729 K $ 1.07 %
2025/09/30 State Street Global Advisors SPDR Trust 1.31% 1.497 M $ 1162 2024/12/31 166.562 M $ 7 907.81 %
2025/09/30 GPC GENUINE PARTS CO 1.23% 1.409 M $ 10165 2024/12/31 186.991 K $ 14.25 %
2025/09/30 NGD New Gold Inc 1.21% 1.388 M $ 193350 2025/03/31 422.250 K $ 45.05 %
2025/09/30 PAAS PAN AMERN SILVER CORP F 1.16% 1.329 M $ 34309 2024/12/31 348.730 K $ 36.37 %
2025/09/30 EQX EQUINOX GOLD CORP F 1.16% 1.326 M $ 118225 2024/12/31 0.000 $ 0.00 %
2025/09/30 WPM WHEATON PRECIOUS METAL F 1.16% 1.325 M $ 11850 2024/12/31 257.317 K $ 24.54 %
2025/09/30 SVM SILVERCORP METALS INC F 1.15% 1.312 M $ 207600 2024/12/31 444.570 K $ 49.76 %
2025/09/30 SNN SMITH & NEPHEW GROUP P FSPONSORED ADR 1 ADR REPS 2 ORD SHS 1.09% 1.251 M $ 34475 2024/12/31 205.882 K $ 18.48 %
2025/09/30 PM PHILIP MORRIS INTL INC 1.07% 1.227 M $ 7565 2024/12/31 -193.918 K $ -10.94 %
2025/09/30 AGI ALAMOS GOLD INC NEW FCLASS A 1.05% 1.206 M $ 34590 2024/12/31 282.117 K $ 31.25 %
2025/09/30 MELI MERCADOLIBRE INC 1.05% 1.199 M $ 513 2024/12/31 -146.092 K $ -10.59 %
2025/09/30 AMCR AMCOR PLC F 1.02% 1.164 M $ 142282 2024/12/31 -146.785 K $ -10.99 %
2025/09/30 LKQ LKQ CORP 1.01% 1.157 M $ 37895 2025/03/31 -178.571 K $ -17.48 %
2025/09/30 PG PROCTER & GAMBLE CO 1.01% 1.153 M $ 7501 2024/12/31 -42.014 K $ -3.56 %
2025/09/30 TFPM.TO TRIPLE FLAG PRECIOUS M F 0.99% 1.139 M $ 38940 2024/12/31 323.550 K $ 35.67 %
2025/09/30 ABBV ABBVIE INC 0.98% 1.126 M $ 4862 2024/12/31 218.119 K $ 24.74 %
2025/09/30 XOM EXXON MOBIL CORP 0.96% 1.095 M $ 9711 2024/12/31 57.350 K $ 4.59 %
2025/09/30 FNV FRANCO NEV CORP F 0.95% 1.093 M $ 4905 2024/12/31 283.152 K $ 35.99 %
2025/09/30 B BARRICK MNG CORP F 0.95% 1.087 M $ 33160 2025/06/30 387.299 K $ 57.40 %
2025/09/30 CSCO CISCO SYS INC 0.94% 1.073 M $ 15686 2024/12/31 -18.993 K $ -1.38 %
2025/09/30 ADP AUTOMATIC DATA PROCESSIN 0.92% 1.057 M $ 3601 2024/12/31 -53.639 K $ -4.83 %
2025/09/30 INGR INGREDION INC 0.90% 1.035 M $ 8480 2024/12/31 -139.896 K $ -9.96 %
2025/09/30 OMAB GRUPO AEROPORTUARIO DE FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.90% 1.035 M $ 9965 2024/12/31 -17.709 K $ -1.55 %
2025/09/30 SSRM SSR MNG INC F 0.88% 1.014 M $ 41520 2024/12/31 441.153 K $ 91.46 %
2025/09/30 AG FIRST MAJESTIC SILVER F 0.87% 993.954 K $ 80875 2024/12/31 317.780 K $ 48.61 %
2025/09/30 VZ VERIZON COMMUNICATIONS I 0.85% 972.130 K $ 22119 2024/12/31 12.722 K $ 1.57 %
2025/09/30 PEP PEPSICO INC 0.81% 931.679 K $ 6634 2024/12/31 55.633 K $ 6.36 %
2025/09/30 COST Costco Wholesale Corp 0.81% 925.630 K $ 1000 2024/12/31 -64.310 K $ -6.50 %
2025/09/30 RGR STURM RUGER & CO INC 0.80% 914.609 K $ 21040 2024/12/31 115.745 K $ 21.09 %
2025/09/30 CVX CHEVRON CORP NEW 0.79% 904.564 K $ 5825 2024/12/31 74.717 K $ 8.45 %
2025/09/30 ABT ABBOTT LABS 0.76% 871.949 K $ 6510 2024/12/31 -13.475 K $ -1.52 %
2025/09/30 QCOM QUALCOMM INC 0.75% 857.586 K $ 5155 2024/12/31 25.240 K $ 4.46 %
2025/09/30 DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.75% 853.621 K $ 8945 2024/12/31 -50.150 K $ -5.36 %
2025/09/30 CSV CARRIAGE SVCS INC 0.68% 776.110 K $ 17425 2024/12/31 -20.970 K $ -2.62 %
2025/09/30 ABEV AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.67% 769.350 K $ 345000 2024/12/31 -63.252 K $ -7.47 %
2025/09/30 BDX BECTON DICKINSON & CO 0.66% 758.974 K $ 4055 2024/12/31 57.994 K $ 8.66 %
2025/09/30 NTR NUTRIEN LTD F 0.66% 753.836 K $ 12840 2024/12/31 6.187 K $ 0.81 %
2025/09/30 ORLA ORLA MNG LTD NEW F 0.66% 752.490 K $ 69675 2024/12/31 53.196 K $ 7.78 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.65% 742.607 K $ 4005 2024/12/31 153.712 K $ 21.39 %
2025/09/30 SKM SK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHS 0.63% 724.637 K $ 33548 2024/12/31 -60.634 K $ -7.49 %
2025/09/30 STZ CONSTELLATION BRANDS INCCLASS A 0.62% 713.751 K $ 5300 2024/12/31 -126.745 K $ -17.22 %
2025/09/30 CVGW CALAVO GROWERS INC 0.59% 674.903 K $ 26220 2024/12/31 -23.009 K $ -3.20 %
2025/09/30 WMT WALMART INC 0.58% 668.962 K $ 6491 2024/12/31 34.272 K $ 5.40 %
2025/09/30 UPS UNITED PARCEL SVC INC CLASS B 0.58% 664.899 K $ 7960 2024/12/31 -88.965 K $ -17.25 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.57% 650.942 K $ 3230 2024/12/31 -55.265 K $ -7.83 %
2025/09/30 EMR EMERSON ELEC CO 0.56% 646.717 K $ 4930 2024/12/31 -13.717 K $ -1.61 %
2025/09/30 UNP UNION PAC CORP 0.56% 645.999 K $ 2733 2024/12/31 18.618 K $ 2.73 %
2025/09/30 CPNG COUPANG INC CLASS A 0.54% 618.240 K $ 19200 2024/12/31 37.408 K $ 7.48 %
2025/09/30 BMY BRISTOL MYERS SQUIBB CO 0.51% 578.408 K $ 12825 2024/12/31 -8.728 K $ -2.57 %
2025/09/30 SCCO Southern Copper Corp 0.49% 559.955 K $ 4614 2024/12/31 92.227 K $ 19.96 %
2025/09/30 MCY MERCURY GEN CORP NEW 0.49% 556.157 K $ 6560 2024/12/31 168.470 K $ 25.90 %
2025/09/30 EQNR EQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.47% 536.116 K $ 21990 2024/12/31 -20.550 K $ -3.02 %
2025/09/30 JCI JOHNSON CONTROLS INTER F 0.46% 530.509 K $ 4825 2024/12/31 20.848 K $ 4.10 %
2025/09/30 CCI CROWN CASTLE INC 0.46% 529.730 K $ 5490 2024/12/31 -34.569 K $ -6.07 %
2025/09/30 IBM IBM CORP 0.46% 525.100 K $ 1861 2024/12/31 -23.977 K $ -4.28 %
2025/09/30 MMM 3M CO 0.45% 517.525 K $ 3335 2024/12/31 12.671 K $ 1.93 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.44% 502.078 K $ 1841 2024/12/31 -17.194 K $ -3.31 %
2025/09/30 CPIA.F CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD SHS 0.42% 484.343 K $ 25345 2024/12/31 7.760 K $ 1.66 %
2025/09/30 BTI BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.42% 483.824 K $ 9115 2024/12/31 52.555 K $ 12.15 %
2025/09/30 PAHC PHIBRO ANIMAL HEALTH CORCLASS A 0.42% 483.497 K $ 11950 2024/12/31 178.667 K $ 58.42 %
2025/09/30 MDT MEDTRONIC PLC F 0.41% 466.676 K $ 4900 2024/12/31 39.139 K $ 9.26 %
2025/09/30 MDLZ MONDELEZ INTL INC CLASS A 0.40% 456.343 K $ 7305 2024/12/31 -40.654 K $ -7.37 %
2025/09/30 SDOG ALPS 0.40% 452.990 K $ 7521 2024/12/31 20.682 K $ 4.78 %
2025/09/30 CLX CLOROX CO 0.39% 451.278 K $ 3660 2024/12/31 6.573 K $ 2.69 %
2025/09/30 HON HONEYWELL INTL INC 0.36% 412.580 K $ 1960 2024/12/31 -43.864 K $ -9.61 %
2025/09/30 OMC OMNICOM GROUP INC 0.36% 411.727 K $ 5050 2024/12/31 15.823 K $ 13.33 %
2025/09/30 GPRK GEOPARK LIMITED F 0.36% 408.476 K $ 64125 2024/12/31 -9.896 K $ -2.30 %
2025/09/30 CPB THE CAMPBELL'S CO 0.35% 398.066 K $ 12605 2025/06/30 1.074 K $ 3.03 %
2025/09/30 RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.35% 396.390 K $ 6005 2024/12/31 48.038 K $ 13.17 %
2025/09/30 VOO VANGUARD 0.35% 396.210 K $ 647 2025/09/30 0.000 $ 0.00 %
2025/09/30 VOD VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.35% 395.560 K $ 34100 2024/12/31 32.053 K $ 8.82 %
2025/09/30 VTI VANGUARD 0.34% 394.132 K $ 1201 2025/09/30 0.000 $ 0.00 %
2025/09/30 MRK MERCK & CO. INC. 0.34% 389.939 K $ 4646 2024/12/31 21.894 K $ 6.03 %
2025/09/30 TJX TJX COS INC NEW 0.32% 370.745 K $ 2565 2024/12/31 55.045 K $ 17.05 %
2025/09/30 CBRL CRACKER BARREL OLD CTRY 0.32% 365.478 K $ 8295 2024/12/31 -141.180 K $ -27.87 %
2025/09/30 KTOS KRATOS DEFENSE & SEC SOL 0.30% 344.922 K $ 3775 2024/12/31 212.920 K $ 96.71 %
2025/09/30 SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.29% 336.191 K $ 4700 2024/12/31 5.180 K $ 1.59 %
2025/09/30 KO THE COCA-COLA CO 0.29% 336.110 K $ 5068 2024/12/31 -21.684 K $ -6.26 %
2025/09/30 GLW CORNING INC 0.29% 328.120 K $ 4000 2024/12/31 117.759 K $ 55.98 %
2025/09/30 LIN LINDE PLC F 0.29% 327.750 K $ 690 2024/12/31 2.473 K $ 1.24 %
2025/09/30 PCH POTLATCHDELTIC CORP 0.28% 321.721 K $ 7895 2024/12/31 18.790 K $ 6.20 %
2025/09/30 NTB BANK OF NT BUTTERFIELD F 0.28% 321.042 K $ 7480 2024/12/31 -10.172 K $ -3.07 %
2025/09/30 NOV NOV INC 0.25% 282.888 K $ 21350 2025/06/30 984.000 $ 6.60 %
2025/09/30 MCD MCDONALDS CORP 0.25% 282.314 K $ 929 2024/12/31 10.489 K $ 4.01 %
2025/09/30 ADBE ADOBE INC 0.25% 281.495 K $ 798 2025/03/31 -1.706 K $ -8.82 %
2025/09/30 AOS SMITH A O CORP 0.24% 274.186 K $ 3735 2025/03/31 2.430 K $ 11.96 %
2025/09/30 PPC PILGRIMS PRIDE CORP NEW 0.24% 273.842 K $ 6725 2024/12/31 -28.648 K $ -9.47 %