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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 $350,955,453
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,161,813 $33,646,114 9.59%
2.
Apple Inc.
 AAPL 81,886 $23,694,395 6.75%
3.
Alphabet Inc.
 GOOGL 58,800 $20,775,804 5.92%
4.
Nvidia Corp
 NVDA 81,377 $16,282,776 4.64%
5.
Parker-Hannifin Corp
 PH 14,929 $14,602,354 4.16%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.