Pegasus Asset Management, Inc.

Institutional manager (13F) · CIK 1729049

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $307M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$29M	1,160,640
2	APPLE INC	$21M	82,293
3	ALPHABET INC	$17M	59,141
4	NVIDIA CORPORATION	$14M	81,598
5	MICROSOFT CORP	$13M	36,414
6	PARKER-HANNIFIN CORP	$13M	14,956
7	GOLDMAN SACHS GROUP INC	$12M	13,892
8	EATON CORP PLC	$11M	31,982
9	RTX CORPORATION	$10M	52,056
10	JPMORGAN CHASE & CO	$10M	33,998
11	META PLATFORMS INC	$10M	17,353
12	MASTERCARD INCORPORATED	$9M	17,703
13	ELI LILLY & CO	$8M	9,207
14	BERKSHIRE HATHAWAY INC DEL	$8M	16,987
15	AMAZON COM INC	$8M	38,299
16	QUANTA SVCS INC	$8M	14,428
17	BLACKROCK INC	$7M	7,783
18	CHEVRON CORPORATION	$7M	32,924
19	DUKE ENERGY CORP NEW	$5M	39,693
20	PROCTER & GAMBLE CO	$5M	35,935
21	CARRIER GLOBAL CORPORATION	$5M	89,491
22	STATE STR SPDR S&P 500 ETF T	$5M	7,478
23	NETFLIX INC.	$5M	50,015
24	SALESFORCE INC	$5M	24,956
25	STARBUCKS CORP	$4M	50,081
26	BOEING CO	$4M	22,100
27	MARRIOTT INTL INC NEW	$4M	13,426
28	NOVARTIS AG	$4M	27,320
29	VANGUARD INDEX FDS	$4M	12,831
30	HOME DEPOT INC	$4M	12,180
31	STRYKER CORPORATION	$4M	12,081
32	DISNEY WALT CO	$4M	39,182
33	PALO ALTO NETWORKS INC	$4M	22,298
34	SOFI TECHNOLOGIES INC	$3M	212,786
35	STATE STR SPDR S&P MIDCAP 40	$3M	4,971
36	SPDR GOLD TR	$2M	5,713
37	ALPHABET INC	$2M	5,612
38	EXXON MOBIL CORP	$1M	8,192
39	MERCK & CO INC	$1M	10,995
40	WALMART INC	$1M	9,463
41	CONSOLIDATED EDISON INC	$1M	9,940
42	SCHWAB STRATEGIC TR	$1M	32,806
43	TESLA INC	$919k	2,472
44	STATE STR SPDR DOW JONES IND	$915k	1,975
45	ETFS GOLD TR	$875k	19,604
46	SCHWAB STRATEGIC TR	$837k	28,797
47	HONEYWELL INTL INC	$794k	3,514
48	VANGUARD INDEX FDS	$785k	1,314
49	J P MORGAN EXCHANGE TRADED F	$755k	13,321
50	BERKSHIRE HATHAWAY INC DEL	$718k	1

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.