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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
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Small
Growth
26
2
1
1
1
0
15
2
3
PEGASUS ASSET MANAGEMENT INC

Time Period2019-06-30

Total Holdings68

Total Value ($x1000)129,221
Activities
New3

Increased40

Unchanged10

Decreased15

Sold Out1

Top 10 Stock Holdingstotal 36.24%
SCHB9.13

AAPL4.23

MSFT3.81

MA3.52

BA3.31

 
PEP2.55

GOOG2.49

JNJ2.42

ACN2.4

JPM2.38

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHB
9.13%
US BRD MKT ETF
AAPL
4.23%
COM
MSFT
3.81%
COM
MA
3.52%
CL A
BA
3.31%
COM
PEP
2.55%
COM
GOOG
2.49%
CAP STK CL C
JNJ
2.42%
COM
ACN
2.4%
SHS CLASS A
JPM
2.38%
COM
VZ
2.34%
COM
BLK
2.29%
COM
VTI
2.27%
TOTAL STK MKT
PG
2.22%
COM
SPY
2.22%
TR UNIT
DIS
2.21%
COM DISNEY
UTX
2.11%
COM
MMP
2.09%
COM UNIT RP LP
CVX
2.08%
COM
EW
2.02%
COM
MDY
2%
UTSER1 S&PDCRP
ETN
1.96%
SHS
BRK.B
1.9%
CL B NEW
INTC
1.82%
COM
GS
1.8%
COM
CRM
1.79%
COM
MTB
1.78%
COM
NKE
1.77%
CL B
PH
1.7%
COM
BAC
1.46%
COM
MRK
1.4%
COM
MMM
1.37%
COM
MPW
1.33%
COM
ATVI
1.12%
COM
WORK
1.09%
COM CL A
DUK
1.07%
COM NEW
CELG
1.06%
COM
BABA
1.04%
SPONSORED ADS
APH
1.03%
CL A
BIDU
1%
SPON ADR REP A
WMT
0.88%
COM
HON
0.8%
COM
BMY
0.79%
COM
ED
0.76%
COM
FB
0.73%
CL A
CIM
0.7%
COM NEW
DIA
0.67%
UT SER 1
CLX
0.65%
COM
PFE
0.62%
COM
GLD
0.58%
GOLD SHS
MDXG
0.53%
COM
NEOG
0.45%
COM
SCHM
0.44%
US MID-CAP ETF
SCHA
0.42%
US SML CAP ETF
ZTS
0.38%
CL A
XOM
0.32%
COM
SCHF
0.32%
INTL EQTY ETF
IBM
0.31%
COM
LLY
0.28%
COM
AMZN
0.28%
COM
IWO
0.26%
RUS 2000 GRW ETF
BRK.A
0.25%
CL A
V
0.24%
COM CL A
PM
0.22%
COM
SCHX
0.2%
US LRG CAP ETF
IRM
0.19%
COM
SBPH
0.05%
COM
LXRX
0.05%
COM NEW
MO
0.19%
COM