Titelia

Holdings of Parvin Asset Management, LLC

251 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 31.5 % of the equity sleeve

Sector breakdown

  • Materials 13.7 %
  • Technology 12.7 %
  • Consumer staples 8.2 %
  • Health care 7.6 %
  • Industrials 6.7 %
  • Energy 4.9 %
  • Communication 2.8 %
  • Consumer discretionary 2.1 %
  • Financials 1.2 %
  • Real estate 0.4 %
  • Funds 0.4 %
  • Utilities 0.1 %
  • Unattributed 39.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 90.1 %
  • GB 3.3 %
  • BR 2.8 %
  • MX 1.3 %
  • TW 1.1 %
  • KR 1.0 %
  • NL 0.2 %
  • DK 0.1 %
  • ZA 0.1 %
  • IN 0.1 %
  • ID 0.0 %
  • JP 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US22587.3M $90.09 %
2GB63.2M $3.31 %
3BR52.7M $2.78 %
4MX31.3M $1.32 %
5TW31M $1.06 %
6KR1978.8K $1.01 %
7NL2153.2K $0.16 %
8DK174.1K $0.08 %
9ZA157.9K $0.06 %
10IN152.6K $0.05 %
11ID145.3K $0.05 %
12JP133.6K $0.03 %

Positions

RankCompanySharesValueWeight
201US Bancorp 50026K $
202McCormick & Co Inc/MD 50025.2K $
203ABRDN PRECIOUS METALS BASKET ETF TRUST 11324.7K $
204Dimensional International Smal 73424.7K $
205Solstice Advanced Materials Inc 27520.9K $
206Dover Corp 10020.8K $
207Allstate Corp/The 10020.7K $
208Veralto Corp 23320.6K $
209Dimensional ETF Trust 50019.4K $
210US Gold Corp 1,27519.4K $
211Fortive Corp 35019.3K $
212Pilgrim's Pride Corp 50018.9K $
213International Flavors & Fragrances Inc 25018.1K $
214California Water Service Group 40018.1K $
215Meta Platforms Inc 3017.2K $
216AST SpaceMobile Inc 20016.6K $
217General Mills, Inc. 40014.9K $
218Progressive Corp/The 7514.9K $
219Paramount Gold Nevada Corp 8,90014.8K $
220MIND Technology Inc 1,75014.6K $
221Bruker Corp 35012.6K $
222American Century ETF Trust 11012.2K $
223GSK PLC 20011K $
224Nice Ltd 10011K $
225Baxter International Inc 62010.4K $
226iShares Trust 13910.3K $
227Home Depot Inc/The 309.9K $
228Kimberly-Clark Corp 1009.6K $
229Geospace Technologies Corp 7509.2K $
230Microchip Technology Inc 1258.1K $
231iShares Trust 417.9K $
232Visa Inc 257.6K $
233Northrop Grumman Corp 106.8K $
234iShares Core S&P Small-Cap ETF 455.6K $
235VF Corp 3255.5K $
236iShares Core S&P Mid-Cap ETF 805.4K $
237Ralliant Corp 1164.8K $
238Archer-Daniels-Midland Co 503.6K $
239General Dynamics Corp 103.4K $
240Skyworks Solutions Inc 502.7K $
241ConocoPhillips 202.6K $
242Lamar Advertising Co 202.5K $
243Sonoco Products Co 402.2K $
244Keurig Dr Pepper Inc 701.8K $
245Mattel Inc 1001.5K $
246iShares Core MSCI EAFE ETF 161.4K $
247Qnity Electronics Inc 121.4K $
248Lumen Technologies Inc 1751.2K $
249Fidelity Covington Trust 331.2K $
250DuPont de Nemours Inc 251.1K $
251Prospect Capital Corp 3078 $