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PEGASUS ASSET MANAGEMENT, INC. 13F portfolio summary

PEGASUS ASSET MANAGEMENT, INC. of PEGASUS ASSET MANAGEMENT, INC. has 67 current stock holdings with a reported portfolio value of $312.8M. The portfolio 1 year return is +17.60%. Top holdings include SPY (0.00%), SCHB (9.46%), AAPL (6.78%), GOOG (5.51%), NVDA (4.62%).

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PEGASUS ASSET MANAGEMENT, INC.

PEGASUS ASSET MANAGEMENT, INC.
Latest filing: 2026-03-31

PEGASUS ASSET MANAGEMENT, INC. runs PEGASUS ASSET MANAGEMENT, INC. and currently holds 67 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $312.76M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PEGASUS ASSET MANAGEMENT, INC. ranks #389 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PEGASUS ASSET MANAGEMENT, INC.'s portfolio at PEGASUS ASSET MANAGEMENT, INC. has delivered returns of +17.60%. Their 3-year annualized return is +78.26%. Looking at the 5-year horizon, PEGASUS ASSET MANAGEMENT, INC. has achieved +87.82% annualized returns at PEGASUS ASSET MANAGEMENT, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.60%
#762/1000
3 Year
+78.26%
#386/1000
5 Year
+87.82%
#324/1000

Portfolio Value

$312.76M

Alpha Score

61.7

#389 of 1000

Holdings

67

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change