Gifford Fong Associates Portfolio Holdings
Gifford Fong Associates
- $402 Million
- Q1 2025
Gifford Fong Associates has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $402 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.6M, Amazon Com Inc with a value of $18.4M, Apple Inc. with a value of $18M, Berkshire Hathaway Inc Class B with a value of $14.1M, and Meta Platforms, Inc. with a value of $13M.
Examining the 13F form we can see an decrease of $5.58M in the current position value, from $408M to 402M.
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
$402 Million
Technology: $105 Million
Financial Services: $94.7 Million
Communication Services: $43.9 Million
Healthcare: $34.4 Million
Consumer Cyclical: $33.4 Million
Industrials: $32.6 Million
Energy: $22.6 Million
Consumer Defensive: $20 Million
Other: $10.1 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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