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Parvin Asset Management, LLC

Location
SIOUX FALLS, SD
Portfolio Value
Small $132,419,318
Diversification
Diversified
Filing Date
Global Rank
#4,767 / 8,232 ▲ 527
Top Industry
Gold 24.1%
3Y Alpha vs SPY
+7.3%
Period ended 2 months ago
Filed May 18, 2026 · 26d
6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+34.6%
SPY
+23.4%
Annualised alpha
+7.9%
Max drawdown
−16.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

276 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
4.7%
−0.9 pts
Top 5
16.7%
−0.9 pts
Top 10
26.3%
−0.8 pts
HHI
132
Dec 2024 → Mar 2026 · range 132 – 175
Diversified−10

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Basic Materials 35.7% $47,297,164
Consumer Defensive 12.2% $16,098,853
Technology 11.9% $15,715,131
Industrials 10.5% $13,916,282
Healthcare 7.8% $10,362,504
Energy 7.1% $9,374,358
Consumer Cyclical 6.6% $8,742,821
Communication Services 3.5% $4,581,600
Financial Services 2.8% $3,656,155
Real Estate 1.8% $2,416,606
Unclassified 0.1% $145,652
Utilities 0.1% $112,192

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
22 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
9 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
276 positions · $132,419,318 total · as of Mar 31, 2026
Showing 1–50 of 276 positions by value · page 1 of 6
Ticker Company Shares Value (USD) % of Portfolio History