Pegasus Asset Management, Inc. Portfolio Holdings
Pegasus Asset Management, Inc.
- $303 Million
- Q3 2025
Pegasus Asset Management, Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $303 Million distributed in 69 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $29.9M, Apple Inc. with a value of $21.2M, Microsoft Corp with a value of $18.8M, Alphabet Inc. with a value of $14.7M, and Nvidia Corp with a value of $14.7M.
Examining the 13F form we can see an increase of $18.9M in the current position value, from $284M to 303M.
Below you can find more details about Pegasus Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$303 Million
Technology: $70.3 Million
ETFs: $50.2 Million
Industrials: $49.8 Million
Financial Services: $45.1 Million
Communication Services: $33.5 Million
Consumer Cyclical: $16.5 Million
Consumer Defensive: $14.9 Million
Healthcare: $10.7 Million
Other: $11.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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