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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 $291,812,097
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,176,627 $28,039,030 9.61%
2.
Microsoft Corp
 MSFT 36,151 $17,981,869 6.16%
3.
Apple Inc.
 AAPL 82,861 $17,000,639 5.83%
4.
Meta Platforms Inc.
 META 17,286 $12,758,368 4.37%
5.
Nvidia Corp
 NVDA 78,593 $12,416,950 4.26%
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)