Pegasus Asset Management, Inc. Portfolio Holdings
Pegasus Asset Management, Inc.
- $284 Million
- Q2 2025
Pegasus Asset Management, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $284 Million distributed in 72 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 $28M, Microsoft Corp with a value of $18M, Apple Inc. with a value of $17M, Meta Platforms, Inc. with a value of $12.8M, and Nvidia Corp with a value of $12.4M.
Examining the 13F form we can see an increase of $41.1M in the current position value, from $243M to 284M.
Below you can find more details about Pegasus Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$284 Million
Technology: $66.4 Million
Industrials: $47.7 Million
ETFs: $46.2 Million
Financial Services: $41.3 Million
Communication Services: $29.4 Million
Consumer Cyclical: $17.4 Million
Consumer Defensive: $14.4 Million
Healthcare: $9.94 Million
Other: $11.1 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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