PVG ASSET MANAGEMENT CORP

CIK: 0000820434Latest portfolio: $47.1M · Q4 2025

Holdings

91

Total Value

$47.1M

New Positions

48

Closed Positions

24

#StockSharesValue% PortfolioChangeType
1
BILSPDR Barclays Capital 1-3 month (bil)
64,049$5.9M12.44%NEW
2
JEPQJP Morgan Nasdaq Premium Income ETF (jepq)
51,472$3.0M6.36%+47K
3
VOOVanguard Index S&P 500 (voo)
2,700$1.7M3.60%+499
4
PIMPUTNAM MASTER INTERMEDIATE INCOME TR (pim)
482,759$1.6M3.43%+444K
5
NVDANVIDIA CORP (nvda)
7,869$1.5M3.12%+2K
6
AMZNAmazon.Com Inc (amzn)
5,445$1.3M2.67%+2K
7
SPYINeos ETF Trust S&P 500 High Income (spyi)
20,004$1.1M2.23%+9K
8
MSFTMicrosoft Corp. (msft)
1,851$895K1.90%+542
9
IVVS&P 500 INDX (ivv)
1,305$893K1.90%-282
10
NDQInvesco QQQ TR ETF SERIES 1 (qqq)
1,432$880K1.87%NEW
11
AAPLApple Inc. (AAPL)
3,107$844K1.79%+1K
12
GOOGAlphabet Inc Cap Cl C (goog)
2,675$839K1.78%+780
13
GRALGrail Inc. (gral)
9,673$827K1.76%+60
14
AVGOBroadcom Inc. (avgo)
2,280$789K1.68%+8
15
VCITVanguard Scottsdale Vanguard ETF (vcit)
9,252$774K1.64%NEW
16
AVXLAnavex Life Sciences Corp. (avxl)
216,295$770K1.64%+83K
17
PLTRPalantir Technologies Inc. (pltr)
4,074$724K1.54%+3K
18
GEGeneral Electric Company (ge)
2,171$668K1.42%+1K
19
RWAYRunway Growth Finance Corp. (rway)
69,289$618K1.31%+42K
20
BACBANK OF AMERICA CORP (bac)
11,065$608K1.29%+6K
21
JEPIJP Morgan Premium Income ETF (jepi)
10,538$603K1.28%+245
22
BAThe Boeing Co (ba)
2,685$582K1.24%-75
23
APPApplovin Corp. (app)
809$545K1.16%NEW
24
GLWCORNING INC (glw)
6,050$529K1.12%-350
25
CHMICherry Hill Mtg Invt Corp. (chmi)
201,260$513K1.09%+146K

Quarterly Changes

New Positions

Closed Positions

  • BDJCLOSED
    $723.6M
  • TBXCLOSED
    $669.5M
  • KMBCLOSED
    $543.4M
  • SHCLOSED
    $526.9M
  • AXONCLOSED
    $523.9M
  • AMZUCLOSED
    $478.5M
  • BAXCLOSED
    $401.0M
  • XARCLOSED
    $348.7M
  • JPXCLOSED
    $332.2M
  • WENCLOSED
    $308.9M

Increased Positions

NameSharesChange
PIM483K+444K
AVXL216K+83K
JEPQ51K+47K
RWAY69K+42K
SPYI20K+9K
PLTR4K+3K
NVDA8K+2K
BCAB69K+2K
MRVL5K+2K
AMZN5K+2K

Decreased Positions

NameSharesChange
VERU12K-146610
FBIO39K-34353
GAP10K-11420
KYN12K-6900
VKTX12K-1665
FTHY27K-924
GLW6K-350
IVV1K-282
ABBV2K-133
BA3K-75

Sector Breakdown

Financial Services0.0% ($5.85229911693105e+77T)
Technology0.0% ($1.612146789584479e+49T)
Healthcare0.0% ($8.277705004934114e+30T)
Basic Materials0.0% ($478357224.2T)
Unknown0.0% ($880465.4T)
Industrials0.0% ($668582.5T)
Consumer Cyclical0.0% ($1256.3T)
Communication Services0.0% ($839.2M)
Real Estate0.0% ($513.2M)
Energy0.0% ($267.3M)
Utilities0.0% ($497K)
Consumer Defensive0.0% ($431K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 30, 2026$47.1M91
Q3 2025Dec 31, 2025$27.2B67
Q2 2025Sep 2, 2025$29.4B58
Q1 2025Jun 4, 2025$23.0B46
Q4 2024Feb 21, 2025$21.1B46

Fund Information

CIK0000820434
Most Recent FilingJan 30, 2026
Number of Filings5

PVG ASSET MANAGEMENT CORP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $47.1M across 91 holdings. The largest position is SPDR Barclays Capital 1-3 month (bil) (BIL), representing 12.4% of the portfolio. Compared to the previous quarter, the fund opened 48 new positions and closed 24 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.