Pegasus Asset Management, Inc. Portfolio Holdings
Pegasus Asset Management, Inc.
- $325 Million
- Q4 2024
Pegasus Asset Management, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $325 Million distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $68.1M, Schwab Strategic Tr Us Broad M with a value of $27.5M, Apple Inc. with a value of $21.2M, Microsoft Corp with a value of $15.3M, and Alphabet Inc. with a value of $11.3M.
Examining the 13F form we can see an decrease of $5.2M in the current position value, from $330M to 325M.
Below you can find more details about Pegasus Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$325 Million
Financial Services: $102 Million
Technology: $62.5 Million
ETFs: $44.8 Million
Industrials: $35 Million
Communication Services: $26.1 Million
Consumer Cyclical: $15.7 Million
Healthcare: $14.8 Million
Consumer Defensive: $13.8 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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