account_balance
Investment manager · 13F filer · SEC CIK 1389223
Mathes Company, Inc.
Reported value$322Mas of Jun 30, 2026
Positions129 5 new, 2 sold out
Top 10 weight42.8%GEV alone is 6%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GEVGE Vernova Inc.
6.3%
IGMIshares North American Tech ETF
6.3%
GOOGLAlphabet Inc.
4.8%
CATCaterpillar Inc
4.4%
NVDANVIDIA Corp
4.0%
AAPLApple Inc.
3.8%Added +2%
VUGVanguard Growth ETF
3.4%
VTIVanguard Total Stock Market ETF
3.3%
GEGeneral Electric Co
3.3%
AMZNAmazon.com Inc
3.2%Added +5%
IWFIshares Russell 1000 Growth ETF
2.5%
XLKSPDR Fd Technology
2.3%
GEVGE Vernova Inc.
6.3%
IGMIshares North American Tech ETF
6.3%
GOOGLAlphabet Inc.
4.8%
CATCaterpillar Inc
4.4%
NVDANVIDIA Corp
4.0%
AAPLApple Inc.
3.8%
VUGVanguard Growth ETF
3.4%
VTIVanguard Total Stock Market ETF
3.3%
GEGeneral Electric Co
3.3%
AMZNAmazon.com Inc
3.2%
IWF2.5%
XLK2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GEV GE Vernova Inc. 6.3% Held
IGM Ishares North American Tech ETF 6.3% Held
GOOGL Alphabet Inc. 4.8% HeldCAT Caterpillar Inc 4.4% HeldNVDA NVIDIA Corp 4.0% HeldAAPL Apple Inc. 3.8% Added +2%VUG Vanguard Growth ETF 3.4% Held
VTI Vanguard Total Stock Market ETF 3.3% Held
GE General Electric Co 3.3% HeldAMZN Amazon.com Inc 3.2% Added +5%IWF Ishares Russell 1000 Growth ETF 2.5% Held
XLK SPDR Fd Technology 2.3% Held
What changed
Biggest moves since Mar 31, 2026
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