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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Parvin Asset Management, LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002056764-25-000003

Total Value
$99.5M
Positions
291
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (291)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL24,869$5.1M5.13%
2MICROSOFT CORPMSFT6,370$3.2M3.18%
3NEWMONT CORPNEMCL44,300$2.6M2.59%
4AGNICO EAGLE MINES LTD FAEM20,080$2.4M2.40%
5OR ROYALTIES68827l10184,500$2.2M2.18%
6State Street Global Advisors SPDR TrustSPY130,900$2.1M2.12%
7RTX CORPRTX13,800$2.0M2.03%
8ROYAL GOLD INCRGLD10,825$1.9M1.93%
9PHILIP MORRIS INTL INC7181721099,730$1.8M1.78%
10AMGEN INCAMGN5,595$1.6M1.57%
11HECLA MNG CO422704106235,575$1.4M1.42%
12INGREDION INCINGR10,355$1.4M1.41%
13MERCADOLIBRE INCMELI528$1.4M1.39%
14CISCO SYS INCCSCO19,785$1.4M1.38%
15AMCOR PLC FAMCCF145,332$1.3M1.34%
16GENUINE PARTS COGPC10,815$1.3M1.32%
17ORACLE CORPORCL-PD5,805$1.3M1.28%
18EXXON MOBIL CORPXOM11,586$1.2M1.26%
19PROCTER & GAMBLE CO7427181097,410$1.2M1.19%
20GRUPO AEROPORTUARIO DE FSPONSORED ADR 1 ADR REPS 8 ORD SHS40050110210,865$1.1M1.15%
21SMITH & NEPHEW GROUP P FSPONSORED ADR 1 ADR REPS 2 ORD SHSSNNUF36,375$1.1M1.12%
22AUTOMATIC DATA PROCESSINADP3,600$1.1M1.12%
23WHEATON PRECIOUS METAL FWPM11,675$1.0M1.05%
24LKQ CORPLKQ27,600$1.0M1.03%
25Costco Wholesale Corp22160K1051,000$989,9400.99%
26KINROSS GOLD CORP FKGCRF62,300$973,7490.98%
27PAN AMERN SILVER CORP F69790010833,759$958,7560.96%
28COEUR MNG INC192108504107,456$952,0600.96%
29New Gold Inc644535106189,350$937,2830.94%
30DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHSDGEAF9,270$934,7870.94%
31TRIPLE FLAG PRECIOUS M FTFPM38,290$907,0900.91%
32ALAMOS GOLD INC NEW FCLASS AAGI33,990$902,7740.91%
33SILVERCORP METALS INC FSVM211,700$893,3740.90%
34ABBOTT LABSABLZF6,510$885,4250.89%
35CHEVRON CORP NEWCVX6,175$884,1980.89%
36ABBVIE INCABBV4,750$881,6950.89%
37PEPSICO INCPEP6,623$874,5010.88%
38ENDEAVOUR SILVER CORP FEXK176,850$870,1020.87%
39SANDSTORM GOLD LTD F80013R20690,900$854,4600.86%
40EMERSON ELEC COEMR6,380$850,6450.85%
41AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHSABEV351,400$846,8740.85%
42C H ROBINSON WORLDWIDE ICHRW8,825$846,7590.85%
43VERIZON COMMUNICATIONS IVZ18,709$809,5380.81%
44SK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHSSKM34,648$809,0310.81%
45CARRIAGE SVCS INC14390510717,475$799,3070.80%
46FRANCO NEV CORP FFNV4,800$786,8160.79%
47NUTRIEN LTD FNTR13,165$766,7300.77%
48CONSTELLATION BRANDS INCCLASS ASTZ4,525$736,1270.74%
49CALAVO GROWERS INCCVGW27,070$719,7910.72%
50JOHNSON & JOHNSONJNJ4,705$718,6890.72%
51MARSH & MCLENNAN COS INC5717481023,230$706,2070.71%
52ORLA MNG LTD NEW F68634K10668,200$683,3640.69%
53UNION PAC CORPUNP2,960$681,0370.68%
54EQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHSSTOHF27,040$679,7860.68%
55BARRICK MNG CORP F06849F10832,410$674,7760.68%
56BECTON DICKINSON & COBDX3,887$669,5360.67%
573M COMMM4,310$656,1540.66%
58FIRST MAJESTIC SILVER FAG79,050$653,7440.66%
59MERCURY GEN CORP NEW5894001009,660$650,5040.65%
60WALMART INCWMT6,491$634,6900.64%
61CROWN CASTLE INCCCI5,540$569,1240.57%
62QUALCOMM INCQCOM3,555$566,1690.57%
63IBM CORPINTR1,900$560,0820.56%
64MONDELEZ INTL INC CLASS A6092071058,180$551,6590.55%
65STURM RUGER & CO INCRGR15,290$548,9110.55%
66AIR PRODS & CHEMS INCAIIR1,841$519,2720.52%
67UNITED PARCEL SVC INC CLASS BUPS5,110$515,8030.52%
68JOHNSON CONTROLS INTER FG515021054,815$508,5600.51%
69CRACKER BARREL OLD CTRY22410J1068,295$506,6590.51%
70COUPANG INC CLASS ACPNG16,700$500,3320.50%
71SSR MNG INC FSSRGF37,770$482,3230.48%
72CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD SHSIMOS25,870$468,5060.47%
73Southern Copper CorpSCCO4,568$462,1450.46%
74HONEYWELL INTL INC4385161061,960$456,4450.46%
75BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS1104481079,140$432,5960.43%
76ALPS00162Q8587,521$432,3070.43%
77GEOPARK LIMITED FGPRK65,975$430,1570.43%
78MEDTRONIC PLC FMDT4,850$422,7750.42%
79RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSRTNTF6,255$364,8540.37%
80VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS92857w30834,100$363,5060.37%
81MERCK & CO. INC.MRK4,590$363,3440.37%
82THE COCA-COLA COKO4,895$346,3210.35%
83BRISTOL MYERS SQUIBB COCELG-RI7,335$339,5370.34%
84BANK OF NT BUTTERFIELD FG0772R2087,480$331,2140.33%
85SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHSRYDAF4,625$325,6460.33%
86TJX COS INC NEW8725401092,615$322,9260.32%
87PHIBRO ANIMAL HEALTH CORCLASS APAHC11,975$305,8420.31%
88POTLATCHDELTIC CORP7376301037,895$302,9310.30%
89PILGRIMS PRIDE CORP NEWPPC6,725$302,4910.30%
90FARMLAND PARTNERS INCFPI23,850$274,5140.28%
91CAL MAINE FOODS INCCALM2,715$270,4950.27%
92CME GROUP INC CLASS ACME975$268,7300.27%
93MCDONALDS CORPMCD895$261,4920.26%
94STARBUCKS CORPSBUX2,780$254,7310.26%
95INTEL CORPINTC11,115$248,9760.25%
96ALTRIA GROUP INCMO4,230$248,0050.25%
97KRAFT HEINZ COKHC9,530$246,0650.25%
98CLOROX COCLX2,035$244,3420.25%
99MSC INDL DIRECT INC CLASS A5535301062,865$243,5820.24%
100AGCO CORP DELAGCO2,310$238,3000.24%
101HERSHEY COHSY1,395$231,5000.23%
102SAFETY INS GROUP INC78648T1002,885$229,0400.23%
103INTERNTNL FLAVORS & FRAG4595061013,020$222,1210.22%
104KRATOS DEFENSE & SEC SOL50077b2074,740$220,1730.22%
105NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSNONOF3,165$218,4480.22%
106WEYERHAEUSER COWY8,270$212,4560.21%
107CORNING INCGLW4,000$210,3600.21%
108STEEL DYNAMICS INCSTLD1,625$208,0160.21%
109LINDE PLC FLIN425$199,4020.20%
110CONAGRA BRANDS INCCAG9,710$198,7640.20%
111BUNGE GLOBAL SA FBG2,460$197,4890.20%
112LIMONEIRA COLMNR12,550$196,4080.20%
113Caterpillar IncCAT500$194,1050.20%
114EATON CORP PLC FETN530$189,2050.19%
115FEDEX CORPFDX825$187,5310.19%
116GLADSTONE LD CORP37654910118,200$185,0940.19%
117PERRIGO CO PLC FPRGO6,790$181,4290.18%
118UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSUNLYF2,785$170,3580.17%
119BCE INC FBCPPF7,625$169,0460.17%
120AMERICAN TOWER CORP03027X100760$167,9750.17%
121CARRIER GLOBAL CORPCARR2,225$162,8480.16%
122KELLANOVABEKE2,020$160,6510.16%
123EXTRA SPACE STORAGE INCEXR1,081$159,3830.16%
124DOW INCDOW6,000$158,8800.16%
125TESLA INCTSLA495$157,2420.16%
126State Street Global Advisors SPDR Trust78464A6725,431$156,2500.16%
127STMICROELECTRONICS N V FSPONSORED ADR 1 ADR REPS 1 ORD SHSSTMEF4,805$146,1200.15%
128EBAY INCEBAY1,950$145,1970.15%
129NEXSTAR MEDIA GROUP INCNXST825$142,6840.14%
130KINDER MORGAN INC DELEP-PC4,850$142,5900.14%
131GAMING & LEISURE PPTYS I36467J1082,995$139,8070.14%
132Danaher Corp235851102700$138,2780.14%
133COLGATE PALMOLIVE COCL1,505$136,8050.14%
134AT&T INCT-PC4,635$134,1370.13%
135ROCKET LAB USA INCRKLB3,725$133,2430.13%
136BAXTER INTL INC0718131094,320$130,8100.13%
137TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE2,075$127,3840.13%
138WOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD SHSWOPEF8,150$125,7550.13%
139VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHSVALE12,700$123,3170.12%
140ENTERPRISE PRODS PART LP2937921073,900$120,9390.12%
141OMNICOM GROUP INCOMC1,650$118,7010.12%
142OPEN TEXT CORP FOTEX3,960$115,6320.12%
143PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS71654V4089,200$115,0920.12%
144HF Sinclair CorpDINO2,800$115,0240.12%
145INTERPUBLIC GROUP COS ININTR4,650$113,8320.11%
146OTIS WORLDWIDE CORPOTIS1,112$110,1100.11%
147Aflac IncAFL1,000$105,4600.11%
148WESTERN UN COWU12,400$104,4080.10%
149TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS874039100450$101,9210.10%
150DUCOMMUN INC DELDCO1,205$99,5690.10%
151EASTERLY GOVT PPTYS INC27616P1034,485$99,5670.10%
152PACKAGING CORP AMER695156109518$97,6170.10%
153PAYCHEX INCPAYX670$97,4580.10%
154HASBRO INCHAS1,275$94,1210.09%
155WISDOMTREEWT938$90,0290.09%
156ALPHABET INC CLASS CGOOG490$86,9210.09%
157TRIMBLE INCTRMB1,140$86,6170.09%
158AUTODESK INCADSK275$85,1320.09%
159Morgan StanleyMS-PQ600$84,5160.08%
160IRON MTN INC NEWIRM820$84,1070.08%
161GILEAD SCIENCES INCGILD750$83,1530.08%
162TELEDYNE TECHNOLOGIES INTDY160$81,9700.08%
163MOOG INC CLASS AMOG-B450$81,4370.08%
164ALPHABET INC CLASS AGOOG460$81,0660.08%
165KIMBERLY CLARK CORPKMB625$80,5750.08%
166SKYWORKS SOLUTIONS INCSWKS1,075$80,1090.08%
167TELEFONICA BRASIL SA FSPONSORED ADR 1 ADR REPS 1 ORD SHSVIV6,775$77,2350.08%
168COCA-COLA FEMSA S A B FSPONSORED ADR 1 ADR REPS 10 ORD SHSCOCSF725$70,1290.07%
169DIMENSIONAL25434V5001,100$70,0810.07%
170ONEOK INC NEWOKE836$68,2430.07%
171ADECOAGRO S A FAGRO7,461$68,1940.07%
172DOMINION ENERGY INCD1,200$67,8240.07%
173LUMEN TECHNOLOGIES INCLUMN15,425$67,5620.07%
174INVESCOIVZ1,305$67,2080.07%
175NVENT ELEC PLC FNVT910$66,6580.07%
176BRUKER CORPBRKRP1,610$66,3320.07%
177NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHSNVSEF525$63,5300.06%
178PARK AEROSPACE CORPPKE4,250$62,7730.06%
179State Street Global Advisors SPDR Trust8085247551,557$62,3110.06%
180BALL CORPBALL1,050$58,8950.06%
181VANGUARD921946810634$57,1360.06%
182State Street Global Advisors SPDR TrustMDY100$56,6480.06%
183EATON VANCE TAX ADVANTAGETN2,350$56,6350.06%
184LAUDER ESTEE COS INC CLASS A518439104700$56,5600.06%
185DLOCAL LTD FCLASS ADLO4,900$55,5660.06%
186TIMKEN COTKR760$55,1380.06%
187State Street Global Advisors SPDR Trust78468R4731,647$54,0550.05%
188EQUITY RESIDENTIALEQR800$53,9920.05%
189JACOBS SOLUTIONS INCJ410$53,8950.05%
190MICROCHIP TECHNOLOGY INCMCHPP715$50,3150.05%
191Zimmer Biomet Holdings IncZBH550$50,1660.05%
192COMPANIA CERVECERIAS U FSPONSORED ADR 1 ADR REPS 2 ORD SHS2044291043,875$50,0650.05%
193AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHSAMXOF2,750$49,3350.05%
194ENTEGRIS INCENTG600$48,3900.05%
195HEXCEL CORP NEW428291108850$48,0170.05%
196CANADIAN PACIFIC KANSA FCP600$47,5620.05%
197iShares464287648150$42,8790.04%
198EXPEDITORS INTL WASH INCCLASS A302130109375$42,8440.04%
199ROCKWELL AUTOMATION INCROK125$41,5210.04%
200NORFOLK SOUTHN CORP655844108160$40,9550.04%
201GALLAGHER ARTHUR J & CO363576109125$40,0150.04%
202GENERAL MLS INC370334104750$38,8580.04%
203MCCORMICK & CO INCMKC-V500$37,9100.04%
204PUBLIC STORAGEPSA-PS128$37,5580.04%
205Wells Fargo & Co949746101450$36,0540.04%
206State Street Global Advisors SPDR Trust808524748848$35,6580.04%
207THE CAMPBELL'S COCPB1,155$35,4010.04%
208BLACKSTONE INCBX231$34,5530.03%
209RBB74933W6351,115$33,8850.03%
210POSCO HOLDINGS INC ADR FSPONSORED ADR 1 ADR REP 0.25 ORD SHSPKX660$32,0030.03%
211BANK NEW YORK MELLON COR064058100322$29,3370.03%
212FRESH DEL MONTE PRODUC FFDP900$29,1780.03%
213SYSCO CORPSYY380$28,7810.03%
214BROOKFIELD INFRASTRUC LPBIPC855$28,6430.03%
215TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHSTOYOF163$28,0780.03%
216iShares464287168206$27,3590.03%
217TELUS CORP FTU1,700$27,3020.03%
218INTUITIVE SURGICAL INCISRG50$27,1710.03%
219VICI PPTYS INC REIT925652109829$27,0250.03%
220State Street Global Advisors SPDR Trust81369y209200$26,9580.03%
221ALLIANCE RESOURCE PAR LPARLP1,025$26,7940.03%
222LYONDELLBASELL INDUSTR FCLASS ALYB450$26,0370.03%
223PENTAIR PLC FPNR250$25,6650.03%
224PARK HOTELS & RESORTS INREITPK2,500$25,5750.03%
225NORTHROP GRUMMAN CORPNOC50$24,9990.03%
226DEVON ENERGY CORP NEW25179M103740$23,5390.02%
227Veralto CorpVLTO233$23,5210.02%
228US BancorpUSB-PS500$22,6250.02%
229SUNCOR ENERGY INC NEW FSU600$22,4700.02%
230META PLATFORMS INC CLASS AMETA30$22,1430.02%
231GRUPO TELEVISA S A B FTRADES WITH DUE BILLSGRPFF10,000$21,9000.02%
232CHUBB LTD FCB75$21,7290.02%
233KIMCO RLTY CORP REIT49446R1091,017$21,3770.02%
234PHILLIPS 66PSX173$20,6390.02%
235SMITH A O CORPAOS310$20,3270.02%
236ALLSTATE CORPALL-PJ100$20,1310.02%
237PROGRESSIVE CORP OH74331510375$20,0150.02%
238ADOBE INCADBE50$19,3440.02%
239BROOKFIELD CORP FCLASS A11271J107305$18,8640.02%
240INTERNTNL PAPER CO CLASS EQUITY460146103400$18,7320.02%
241VANGUARD INDEX FUNDS92290895320$18,7000.02%
242DOVER CORPDOV100$18,3230.02%
243Fortive CorpFTV350$18,2460.02%
244California Water Service Group130788102400$18,1920.02%
245CONSOLIDATED WATER CO FCWCO600$18,0120.02%
246VANGUARD922908553202$17,9900.02%
247DIMENSIONAL25434V708500$17,9200.02%
248NICE LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSNCSYF100$16,8910.02%
249INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSINFY900$16,6770.02%
250LAMAR ADVERTISING CO NEWLAMR136$16,5050.02%
251WATSCO INCWSO-B37$16,3400.02%
252ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHSASMLF20$16,0280.02%
253ABERDEENGLTR113$15,6110.02%
254PNC FINL SERVICES69347510581$15,1000.02%
255EOG RES INCEOG125$14,9510.02%
256NOV INCNOV1,200$14,9160.01%
257HP INCHPQ600$14,6760.01%
258ALLEGION PUB LTD CO FALLE100$14,4120.01%
259CSX CORPCSX375$12,2360.01%
260ONE LIBERTY PPTYS INC REIT682406103507$12,0970.01%
261AMERICAN ELEC PWR CO INC025537101109$11,3100.01%
262M & T BK CORP55261F10458$11,2510.01%
263HOME DEPOT INCHD30$10,9990.01%
264MATTEL INCMAT550$10,8460.01%
265XCEL ENERGY INCXELLL158$10,7600.01%
266PFIZER INCPFE400$9,6960.01%
267AST SpaceMobile IncASTS200$9,3460.01%
268GRUPO AEROPORTUARIO DE FSPONSORED ADR 1 ADR REPS 10 ORD SHS40050610140$9,1850.01%
269VISA INC CLASS AV25$8,8760.01%
270GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHSGLAXF200$7,6800.01%
271ILLINOIS TOOL WKS INC45230810930$7,4180.01%
272GLADSTONE COML CORP REITGOODO500$7,1650.01%
273AMENTUM HLDGS INC CLASS EQUITYAMTM293$6,9180.01%
274TAKE-TWO INTERACTIVE SOFTTWO25$6,0710.01%
275Alcoa CorpAA200$5,9020.01%
276Ralliant CorpRAL117$5,6730.01%
277MARKETAXESS HLDGS INCMKTX25$5,5840.01%
278V F CORPVFC450$5,2880.01%
279Intuitive Machines IncLUNR450$4,8920.00%
280BROWN FORMAN CORP CLASS BBF-B175$4,7090.00%
281COGNIZANT TECHNOLOGY SOLCLASS ACTSH55$4,2920.00%
282GENERAL DYNAMICS CORPGD10$2,9170.00%
283JOBY AVIATION INC FCLASS AJOBY-WT251$2,6480.00%
284ARCHER-DANIELS MIDLAND CADM50$2,6390.00%
285KEURIG DR PEPPER INCKDP70$2,3140.00%
286CONOCOPHILLIPSCOP20$1,7950.00%
287EMBECTA CORPEMBC183$1,7730.00%
288SONOCO PRODS CO83549510240$1,7420.00%
289DUPONT DE NEMOURS INCDD25$1,7150.00%
290State Street Global Advisors SPDR TrustSPY3$1,4000.00%
291WK KELLOGG CO92942W10715$2390.00%