Parvin Asset Management, LLC Q3 2025 Filing

Filed November 17, 2025

Portfolio Value

$114.5B

Holdings

287

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (287 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
24,525$6.2B5.45%
2
NEMNEWMONT CORP
42,745$3.6B3.15%
3
MSFTMICROSOFT CORP
6,547$3.4B2.96%
4
AEMAGNICO EAGLE MINES LTD F
20,105$3.4B2.96%
5
OR ROYALTIES
83,650$3.4B2.93%
6
HLHECLA MNG CO
238,550$2.9B2.52%
7
EDRENDEAVOUR SILVER CORP F
322,125$2.5B2.20%
8
RGLDROYAL GOLD INC
10,415$2.1B1.82%
9
RTXRTX CORP
12,300$2.1B1.80%
10
CDECOEUR MNG INC
109,106$2.0B1.79%
11
ORCLORACLE CORP
5,724$1.6B1.41%
12
KGCKINROSS GOLD CORP F
63,300$1.6B1.37%
13
AMGNAMGEN INC
5,474$1.5B1.35%
14
SPYState Street Global Advisors SPDR Trust
1,162$1.5B1.31%Put
15
GPCGENUINE PARTS CO
10,165$1.4B1.23%
16
NGDNew Gold Inc
193,350$1.4B1.21%
17
PAASPAN AMERN SILVER CORP F
34,309$1.3B1.16%
18
EQXEQUINOX GOLD CORP F
118,225$1.3B1.16%
19
WPMWHEATON PRECIOUS METAL F
11,850$1.3B1.16%
20
SVMSILVERCORP METALS INC F
207,600$1.3B1.15%
21
SNNSMITH & NEPHEW GROUP P FSPONSORED ADR 1 ADR REPS 2 ORD SHS
34,475$1.3B1.09%
22
4I1PHILIP MORRIS INTL INC
7,565$1.2B1.07%
23
AGIALAMOS GOLD INC NEW FCLASS A
34,590$1.2B1.05%
24
MELIMERCADOLIBRE INC
513$1.2B1.05%
25
AMCRAMCOR PLC F
142,282$1.2B1.02%
26
LKQ1LKQ CORP
37,895$1.2B1.01%
27
PGPROCTER & GAMBLE CO
7,501$1.2B1.01%
28
TFPMTRIPLE FLAG PRECIOUS M F
38,940$1.1B0.99%
29
ABBVABBVIE INC
4,862$1.1B0.98%
30
XOMEXXON MOBIL CORP
9,711$1.1B0.96%
31
FNVFRANCO NEV CORP F
4,905$1.1B0.95%
32
BBARRICK MNG CORP F
33,160$1.1B0.95%
33
CSCOCISCO SYS INC
15,686$1.1B0.94%
34
ADPAUTOMATIC DATA PROCESSIN
3,601$1.1B0.92%
35
INGRINGREDION INC
8,480$1.0B0.90%
36
G7AGRUPO AEROPORTUARIO DE FSPONSORED ADR 1 ADR REPS 8 ORD SHS
9,965$1.0B0.90%
37
SSRMSSR MNG INC F
41,520$1.0B0.88%
38
AGFIRST MAJESTIC SILVER F
80,875$994.0M0.87%
39
BACVERIZON COMMUNICATIONS I
22,119$972.1M0.85%
40
PEPPEPSICO INC
6,634$931.7M0.81%
41
COSTCostco Wholesale Corp
1,000$925.6M0.81%
42
RGRSTURM RUGER & CO INC
21,040$914.6M0.80%
43
CVXCHEVRON CORP NEW
5,825$904.6M0.79%
44
ABTABBOTT LABS
6,510$871.9M0.76%
45
QCOMQUALCOMM INC
5,155$857.6M0.75%
46
DEODIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS
8,945$853.6M0.75%
47
CSVCARRIAGE SVCS INC
17,425$776.1M0.68%
48
AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
345,000$769.4M0.67%
49
BDXBECTON DICKINSON & CO
4,055$759.0M0.66%
50
NTRNUTRIEN LTD F
12,840$753.8M0.66%
51
OLAORLA MNG LTD NEW F
69,675$752.5M0.66%
52
JNJJOHNSON & JOHNSON
4,005$742.6M0.65%
53
SKMSK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHS
33,548$724.6M0.63%
54
STZCONSTELLATION BRANDS INCCLASS A
5,300$713.8M0.62%
55
CVGWCALAVO GROWERS INC
26,220$674.9M0.59%
56
WMTWALMART INC
6,491$669.0M0.58%
57
UPSUNITED PARCEL SVC INC CLASS B
7,960$664.9M0.58%
58
MRSHMARSH & MCLENNAN COS INC
3,230$650.9M0.57%
59
EMREMERSON ELEC CO
4,930$646.7M0.56%
60
UNPUNION PAC CORP
2,733$646.0M0.56%
61
CPNGCOUPANG INC CLASS A
19,200$618.2M0.54%
62
BMYBRISTOL MYERS SQUIBB CO
12,825$578.4M0.50%
63
SCCOSouthern Copper Corp
4,614$560.0M0.49%
64
MCYMERCURY GEN CORP NEW
6,560$556.2M0.49%
65
EQNREQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS
21,990$536.1M0.47%
66
JCIJOHNSON CONTROLS INTER F
4,825$530.5M0.46%
67
8CWCROWN CASTLE INC
5,490$529.7M0.46%
68
IBMIBM CORP
1,861$525.1M0.46%
69
MMM3M CO
3,335$517.5M0.45%
70
APDAIR PRODS & CHEMS INC
1,841$502.1M0.44%
71
IMOSCHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD SHS
25,345$484.3M0.42%
72
BMTABRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
9,115$483.8M0.42%
73
PAHCPHIBRO ANIMAL HEALTH CORCLASS A
11,950$483.5M0.42%
74
MDTMEDTRONIC PLC F
4,900$466.7M0.41%
75
MDLZMONDELEZ INTL INC CLASS A
7,305$456.3M0.40%
76
SDOGALPS
7,521$453.0M0.40%
77
CLXCLOROX CO
3,660$451.3M0.39%
78
HONHONEYWELL INTL INC
1,960$412.6M0.36%
79
OMCOMNICOM GROUP INC
5,050$411.7M0.36%
80
GPRKGEOPARK LIMITED F
64,125$408.5M0.36%
81
CPBTHE CAMPBELL'S CO
12,605$398.1M0.35%
82
RIORIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
6,005$396.4M0.35%
83
VOOVANGUARD
647$396.2M0.35%
84
VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS
34,100$395.6M0.35%
85
VTIVANGUARD
1,201$394.1M0.34%
86
MRKMERCK & CO. INC.
4,646$389.9M0.34%
87
TJXTJX COS INC NEW
2,565$370.7M0.32%
88
CBRLCRACKER BARREL OLD CTRY
8,295$365.5M0.32%
89
KTOSKRATOS DEFENSE & SEC SOL
3,775$344.9M0.30%
90
SHELSHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
4,700$336.2M0.29%
91
KOTHE COCA-COLA CO
5,068$336.1M0.29%
92
GLWCORNING INC
4,000$328.1M0.29%
93
LINLINDE PLC F
690$327.8M0.29%
94
PCHPOTLATCHDELTIC CORP
7,895$321.7M0.28%
95
NTBBANK OF NT BUTTERFIELD F
7,480$321.0M0.28%
96
NOVNOV INC
21,350$282.9M0.25%
97
MCDMCDONALDS CORP
929$282.3M0.25%
98
ADBEADOBE INC
798$281.5M0.25%
99
AOSSMITH A O CORP
3,735$274.2M0.24%
100
PPCPILGRIMS PRIDE CORP NEW
6,725$273.8M0.24%
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