Pegasus Asset Management as of Sept. 30, 2020
Portfolio Holdings for Pegasus Asset Management
Pegasus Asset Management holds 71 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 8.7 | $14M | 174k | 79.64 | |
Apple (AAPL) | 7.7 | $12M | 106k | 115.81 | |
Microsoft Corporation (MSFT) | 5.0 | $8.0M | 38k | 210.33 | |
Mastercard Incorporated Cl A (MA) | 3.6 | $5.7M | 17k | 338.17 | |
Amazon (AMZN) | 3.1 | $4.9M | 1.5k | 3148.48 | |
Alphabet Inc Cl C Cap Stk Cl C (GOOG) | 2.8 | $4.4M | 3.0k | 1469.67 | |
Accenture Plc Ireland Shs Class A (ACN) | 2.5 | $4.0M | 18k | 225.96 | |
salesforce (CRM) | 2.4 | $3.9M | 15k | 251.30 | |
BlackRock (BLK) | 2.4 | $3.8M | 6.7k | 563.49 | |
Procter & Gamble Company (PG) | 2.3 | $3.7M | 27k | 138.97 | |
Pepsi (PEP) | 2.2 | $3.6M | 26k | 138.62 | |
Verizon Communications (VZ) | 2.2 | $3.5M | 60k | 59.50 | |
Johnson & Johnson (JNJ) | 2.1 | $3.4M | 23k | 148.88 | |
Edwards Lifesciences (EW) | 2.1 | $3.4M | 42k | 79.82 | |
Nike CL B (NKE) | 2.1 | $3.4M | 27k | 125.53 | |
Eaton Corp SHS (ETN) | 2.0 | $3.2M | 32k | 102.03 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $3.0M | 9.0k | 334.85 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $2.9M | 17k | 170.30 | |
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) | 1.8 | $2.9M | 14k | 212.95 | |
Walt Disney Company (DIS) | 1.8 | $2.9M | 23k | 124.07 | |
Intel Corporation (INTC) | 1.8 | $2.9M | 55k | 51.79 | |
JPMorgan Chase & Co. (JPM) | 1.8 | $2.8M | 30k | 96.26 | |
Parker-Hannifin Corporation (PH) | 1.8 | $2.8M | 14k | 202.33 | |
Activision Blizzard | 1.6 | $2.6M | 32k | 80.94 | |
Alibaba Group Holding Sponsored Ads (BABA) | 1.6 | $2.6M | 8.7k | 294.01 | |
Goldman Sachs (GS) | 1.5 | $2.5M | 12k | 200.93 | |
Raytheon Technologies Corp (RTX) | 1.5 | $2.4M | 42k | 57.54 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.4 | $2.2M | 6.5k | 338.88 | |
Bank of America Corporation (BAC) | 1.3 | $2.1M | 88k | 24.09 | |
Slack Technologies Com Cl A | 1.3 | $2.0M | 75k | 26.86 | |
Medical Properties Trust (MPW) | 1.2 | $2.0M | 111k | 17.63 | |
Duke Energy (DUK) | 1.2 | $1.9M | 21k | 88.55 | |
Merck & Co (MRK) | 1.2 | $1.9M | 23k | 82.93 | |
Chevron Corporation (CVX) | 1.1 | $1.7M | 24k | 72.01 | |
Elanco Animal Health (ELAN) | 1.0 | $1.6M | 57k | 27.92 | |
Baidu Spon Adr Rep A (BIDU) | 1.0 | $1.5M | 12k | 126.58 | |
BioMarin Pharmaceutical (BMRN) | 0.9 | $1.5M | 20k | 76.10 | |
Arista Networks (ANET) | 0.9 | $1.5M | 7.2k | 206.96 | |
Wal-Mart Stores (WMT) | 0.9 | $1.5M | 11k | 139.95 | |
Bristol Myers Squibb (BMY) | 0.9 | $1.4M | 24k | 60.29 | |
International Business Machines (IBM) | 0.9 | $1.4M | 11k | 121.65 | |
Fortinet (FTNT) | 0.8 | $1.3M | 11k | 117.77 | |
Visa Com Cl A (V) | 0.8 | $1.3M | 6.5k | 199.97 | |
Chimera Investment Corp etf | 0.8 | $1.2M | 151k | 8.20 | |
Facebook Cl A (META) | 0.7 | $1.2M | 4.5k | 261.80 | |
MiMedx (MDXG) | 0.7 | $1.1M | 169k | 6.36 | |
Clorox Company (CLX) | 0.7 | $1.1M | 5.1k | 210.21 | |
Automatic Data Processing (ADP) | 0.6 | $1.0M | 7.3k | 139.43 | |
Relmada Therapeutics (RLMD) | 0.6 | $1.0M | 27k | 37.61 | |
Spdr Gold Trust Gold Shs (GLD) | 0.6 | $990k | 5.6k | 177.04 | |
Honeywell International (HON) | 0.6 | $969k | 5.9k | 164.63 | |
Cisco Systems (CSCO) | 0.6 | $906k | 23k | 39.41 | |
Neogen Corporation (NEOG) | 0.5 | $874k | 11k | 78.26 | |
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA) | 0.5 | $828k | 3.0k | 277.39 | |
Consolidated Edison (ED) | 0.5 | $797k | 10k | 77.83 | |
Zoetis Cl A (ZTS) | 0.4 | $633k | 3.8k | 165.27 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $623k | 11k | 55.50 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $568k | 8.3k | 68.35 | |
Pfizer (PFE) | 0.3 | $538k | 15k | 36.67 | |
Eli Lilly & Co. (LLY) | 0.3 | $464k | 3.1k | 148.05 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $370k | 4.6k | 80.52 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $345k | 11k | 31.44 | |
Tesla Motors (TSLA) | 0.2 | $343k | 800.00 | 428.75 | |
Ishares Tr Russell 2000 Growth Rus 2000 Grw Etf (IWO) | 0.2 | $337k | 1.5k | 221.27 | |
Iron Mountain (IRM) | 0.2 | $331k | 12k | 26.79 | |
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A) | 0.2 | $320k | 100.00 | 3200.00 | |
NVIDIA Corporation (NVDA) | 0.2 | $279k | 516.00 | 540.70 | |
Philip Morris International (PM) | 0.2 | $270k | 3.6k | 75.00 | |
Alphabet Inc Cl A Cap Stk Cl A (GOOGL) | 0.1 | $229k | 156.00 | 1467.95 | |
Spring Bk Pharmaceuticals In | 0.0 | $25k | 19k | 1.33 | |
Lexicon Pharmaceuticals Com New (LXRX) | 0.0 | $14k | 10k | 1.40 |