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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 $233,277,992
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 400,763 $22,310,467 9.56%
2.
Apple Inc.
 AAPL 90,396 $17,403,904 7.46%
3.
Microsoft Corp
 MSFT 36,568 $13,750,907 5.89%
4.
Alphabet Inc.
 GOOG 60,192 $8,482,859 3.63%
5.
Eaton Corp Plc
 ETN 32,129 $7,737,306 3.31%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)