Fund Holdings

PVG ASSET MANAGEMENT CORP

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0280,457+280,457017,158,35710.17%+17,158,357
ADVANCED MICRO DEVICES INC(AMD)2,30213,769+11,467493,1847,535,2814.46%+7,042,097
MARVELL TECHNOLOGY INC(MRVL)5,35819,900+14,542455,3226,146,7123.64%+5,691,390
VANGUARD INDEX FDS07,384+7,38405,123,2413.04%+5,123,241
INVESCO QQQ TR06,234+6,23404,637,7812.75%+4,637,781
PUTNAM MASTER INTER INCOME T01,231,891+1,231,89103,966,6892.35%+3,966,689
HOWMET AEROSPACE INC(HWM)2,33014,507+12,177477,6963,923,2732.32%+3,445,577
COEUR MNG INC(CDE)0180,564+180,56403,369,3242.00%+3,369,324
COHERENT CORP(COHR)1,3228,467+7,145244,0013,503,9832.08%+3,259,982
CARPENTER TECHNOLOGY CORP(CRS)1,0536,301+5,248331,5263,551,2442.10%+3,219,718
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
038,978+38,97803,215,6851.91%+3,215,685
MICRON TECHNOLOGY INC(MU)02,909+2,90903,164,9631.88%+3,164,963
GE VERNOVA INC(GEV)7603,389+2,629497,0393,317,5791.97%+2,820,540
GE AEROSPACE(GE)08,221+8,22102,813,7191.67%+2,813,719
ALPHABET INC(GOOG)07,498+7,49802,752,5911.63%+2,752,591
BLOOM ENERGY CORP09,987+9,98702,741,4321.62%+2,741,432
VIAVI SOLUTIONS INC(VIAV)050,188+50,18802,712,6611.61%+2,712,661
NVIDIA CORPORATION(NVDA)7,86919,150+11,2811,467,7094,068,4562.41%+2,600,747
TAIWAN SEMICONDUCTOR MANUFAC(TSM)05,666+5,66602,500,9721.48%+2,500,972
NEOS ETF TRUST
NEOS S&P 500 HI
045,869+45,86902,472,7851.47%+2,472,785
CITIGROUP INC(C)016,821+16,82102,375,2231.41%+2,375,223
PAN AMERN SILVER CORP(PAAS)9,23355,443+46,210478,3612,825,9301.67%+2,347,569
TECHNIPFMC PLC(FTI)6,00638,069+32,063267,6272,608,1071.55%+2,340,480
BARCLAYS PLC090,728+90,72802,326,2661.38%+2,326,266
FIRSTCASH HOLDINGS INC(FCFS)1,79311,019+9,226285,7682,465,8321.46%+2,180,064
PALANTIR TECHNOLOGIES INC(PLTR)015,503+15,50302,088,4091.24%+2,088,409
ATI INC(ATI)010,475+10,47502,051,1101.22%+2,051,110
APPLE INC(AAPL)3,1079,571+6,464844,8042,836,8881.68%+1,992,084
AMERICAN PUB ED INC(APEI)7,12842,935+35,807269,4382,220,1691.32%+1,950,731
ARIS MINING CORPORATION(ARIS)22,005131,977+109,972357,1412,283,2021.35%+1,926,061
CONSTRUCTION PARTNERS INC(ROAD)014,614+14,61401,757,7721.04%+1,757,772
ALAMOS GOLD INC045,244+45,24401,702,9181.01%+1,702,918
CENTURY ALUM CO(CENX)5,24433,098+27,854205,4591,805,4961.07%+1,600,037
APPLOVIN CORP(APP)03,036+3,03601,581,3310.94%+1,581,331
KAISER ALUMINIUM CORPORATION(KALU)08,374+8,37401,533,2790.91%+1,533,279
XOMETRY INC(XMTR)017,220+17,22001,498,6570.89%+1,498,657
INTERCORP FINL SVCS INC
SHS
024,752+24,75201,352,4490.80%+1,352,449
VIKING HOLDINGS LTD(VIK)013,715+13,71501,300,5930.77%+1,300,593
BANC OF CALIFORNIA INC(BANC)12,59777,175+64,578242,9961,523,4350.90%+1,280,439
ERO COPPER CORP(ERO)7,94448,431+40,487224,7351,487,3160.88%+1,262,581
MP MATERIALS CORP(MP)021,351+21,35101,243,9090.74%+1,243,909
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
03,687+3,68701,228,5820.73%+1,228,582
GORMAN RUPP CO(GRC)013,580+13,58001,159,7320.69%+1,159,732
CITIZENS FINL GROUP INC(CFG)017,245+17,24501,149,3790.68%+1,149,379
MASTEC INC(MTZ)02,944+2,94401,094,7260.65%+1,094,726
ROYAL GOLD INC(RGLD)04,998+4,99801,077,1690.64%+1,077,169
EASTERN BANKSHARES INC(EBC)052,581+52,58101,073,7040.64%+1,073,704
SPDR SERIES TRUST
ST STR BLO 1 ETF
011,483+11,48301,050,8090.62%+1,050,809
CAMECO CORP(CCJ)2,34111,818+9,477214,1781,264,7620.75%+1,050,584
INVESCO MORTGAGE CAPITAL INC0128,660+128,66001,037,0000.61%+1,037,000
SCHWAB CHARLES CORP(SCHW)2,35213,439+11,087234,9881,222,2770.72%+987,289
ISHARES TR01,272+1,2720962,0770.57%+962,077
PALOMAR HLDGS INC(PLMR)1,62010,147+8,527218,3111,146,7120.68%+928,401
AMERICAN HEALTHCARE REIT INC(AHR)019,237+19,2370893,9430.53%+893,943
ANAVEX LIFE SCIENCES CORP0327,544+327,5440818,8600.49%+818,860
LENDINGCLUB ISSUANCE TR SER(HAPN)042,137+42,1370777,4280.46%+777,428
GRAIL INC(GRAL)9,67325,907+16,234827,9121,549,4980.92%+721,586
BLUE OWL TECHNOLOGY FIN CORP062,156+62,1560670,0420.40%+670,042
ISHARES TR02,236+2,2360658,8150.39%+658,815
IMMUNEERING CORP0146,661+146,6610614,5100.36%+614,510
NEOS ETF TRUST
REAL EST HIG ETF
011,227+11,2270557,4210.33%+557,421
CORNING INC(GLW)6,0505,750-300529,7381,080,3100.64%+550,572
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
09,165+9,1650516,6040.31%+516,604
HEWLETT PACKARD ENTERPRISE C(HPE)09,571+9,5710469,1700.28%+469,170
WESTERN AST INFL LKD OPP & I054,458+54,4580461,2590.27%+461,259
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
06,625+6,6250374,7760.22%+374,776
SPDR GOLD TR(GLD)0927+9270367,5860.22%+367,586
WENDYS CO(WEN)050,457+50,4570348,6580.21%+348,658
ON HLDG AG(ONON)08,861+8,8610342,8320.20%+342,832
CARNIVAL CORP011,102+11,1020334,3920.20%+334,392
PROCTER & GAMBLE CO(PG)02,095+2,0950315,2140.19%+315,214
BLACKSTONE SECD LENDING FD(BXSL)013,096+13,0960311,1610.18%+311,161
FIRST TR EXCHANGE-TRADED FD06,359+6,3590298,0530.18%+298,053
FLOOR & DECOR HLDGS INC(FND)05,572+5,5720296,0400.18%+296,040
DYNEX CAP INC(DX)26,40250,377+23,975369,892659,9390.39%+290,047
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,602+1,6020286,2450.17%+286,245
PGIM ETF TR
PGIM ULTRA SH BD
05,271+5,2710261,6350.16%+261,635
TRINITY CAP INC(TRIN)015,090+15,0900254,8700.15%+254,870
MEDIWOUND LTD018,142+18,1420253,0810.15%+253,081
JOHNSON & JOHNSON(JNJ)01,070+1,0700252,0380.15%+252,038
BLACKROCK HEALTH SCIENCES TR06,207+6,2070250,8870.15%+250,887
NORTHERN LTS FD TR IV
INSPIRE CORP BD
010,488+10,4880250,2440.15%+250,244
VALERO ENERGY CORP(VLO)(Call)01,000+1,0000247,160+247,160
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
03,118+3,1180246,1970.15%+246,197
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
05,470+5,4700246,0410.15%+246,041
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
05,508+5,5080245,3260.15%+245,326
ARISTA NETWORKS INC(ANET)01,432+1,4320242,1370.14%+242,137
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
0891+8910231,1340.14%+231,134
CHEVRON CORPORATION(CVX)01,240+1,2400223,6960.13%+223,696
FIRST TR HIGH YIELD OPPRT 20015,891+15,8910213,7340.13%+213,734
ROCKWELL AUTOMATION INC(ROK)0458+4580212,3150.13%+212,315
VEECO INSTRS INC DEL(VECO)02,481+2,4810206,0220.12%+206,022
ISHARES TR0520+5200200,8080.12%+200,808
GOLDMAN SACHS GROUP INC(GS)280401+121246,120431,5440.26%+185,424
COHERUS ONCOLOGY INC0133,360+133,3600181,3700.11%+181,370
VIKING THERAPEUTICS INC(VKTX)11,69919,853+8,154411,570588,2440.35%+176,674
ALTIMMUNE INC066,120+66,1200174,5570.10%+174,557
LIGHTPATH TECHNOLOGIES INC010,773+10,7730161,4870.10%+161,487
DIAMONDBACK ENERGY INC(FANG)(Call)0800+8000151,968+151,968
INTEL CORP(INTC)01,116+1,1160142,6920.08%+142,692
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