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Home > Institutional Investor > Pegasus Asset Management, Inc. > Profile

Instuitional Investor - Pegasus Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Pegasus Asset Management, Inc.
Portfolio Value $249,781,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,189,311 $25,605,857 10.25%
2.
Apple Inc.
 AAPL 83,059 $18,449,929 7.39%
3.
Microsoft Corp
 MSFT 36,013 $13,518,921 5.41%
4.
Meta Platforms Inc.
 META 17,024 $9,811,799 3.93%
5.
Mastercard Inc
 MA 17,220 $9,438,627 3.78%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)