Pegasus Asset Management, Inc. - Portfolio overview

Pegasus Asset Management, Inc. has 75 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 8.90%
2. AAPL - APPLE INC, 6.38%
3. GOOG - ALPHABET INC, 5.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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