Gifford Fong Associates Portfolio Holdings
Gifford Fong Associates
- $476 Million
- Q3 2025
Gifford Fong Associates has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $476 Million distributed in 122 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $45.9M, Amazon Com Inc with a value of $21.3M, Apple Inc. with a value of $20.7M, Microsoft Corp with a value of $17.8M, and Meta Platforms, Inc. with a value of $16.5M.
Examining the 13F form we can see an increase of $41.5M in the current position value, from $434M to 476M.
Gifford Fong Associates is based out at Lafayette, CA
Below you can find more details about Gifford Fong Associates portfolio as well as his latest detailed transactions.
Portfolio value
$476 Million
Technology: $146 Million
Financial Services: $109 Million
Communication Services: $53.1 Million
Industrials: $39.7 Million
Consumer Cyclical: $38.8 Million
Healthcare: $30.1 Million
Energy: $24.9 Million
Consumer Defensive: $17.8 Million
Other: $8.37 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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