account_balance
Investment manager · 13F filer · SEC CIK 1729049
Pegasus Asset Management, Inc.
Reported value$351Mas of Sep 30, 2026
Positions70 2 new, 7 sold out
Top 10 weight52.8%SCHB alone is 10%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab Strategic Tr
9.8%
AAPLApple Inc.
7.9%
GOOGAlphabet Inc.
5.8%
MSFTMicrosoft Corp
5.4%
NVDANVIDIA Corp
5.3%
PHParker-Hannifin Corp
4.1%
ETNEaton Corp PLC
4.0%
METAMeta Platforms, Inc.
3.7%
GSGoldman Sachs Group Inc
3.6%
JPMJPMorgan Chase & Co
3.3%
LLYELI Lilly & Co
3.1%
RTXRTX Corp
2.8%
SCHBSchwab Strategic Tr
9.8%
AAPLApple Inc.
7.9%
GOOGAlphabet Inc.
5.8%
MSFTMicrosoft Corp
5.4%
NVDANVIDIA Corp
5.3%
PHParker-Hannifin Corp
4.1%
ETNEaton Corp PLC
4.0%
METAMeta Platforms, Inc.
3.7%
GSGoldman Sachs Group Inc
3.6%
JPM3.3%LLY3.1%RTX2.8%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
SCHB Schwab Strategic Tr 9.8% Held
AAPL Apple Inc. 7.9% HeldGOOG Alphabet Inc. 5.8% HeldMSFT Microsoft Corp 5.4% HeldNVDA NVIDIA Corp 5.3% HeldPH Parker-Hannifin Corp 4.1% HeldETN Eaton Corp PLC 4.0% HeldMETA Meta Platforms, Inc. 3.7% HeldGS Goldman Sachs Group Inc 3.6% HeldJPM JPMorgan Chase & Co 3.3% HeldLLY ELI Lilly & Co 3.1% HeldRTX RTX Corp 2.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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