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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
Blend
Small
Growth
37
9
15
1
4
0
27
11
7
PEGASUS PARTNERS LTD

Time Period2018-12-31

Total Holdings135

Total Value ($x1000)337,912
Activities
New8

Increased12

Unchanged17

Decreased98

Sold Out10

Top 10 Stock Holdingstotal 45.4%
IVV12.37

IWR8.63

IJR7.63

MDY4.75

IJH3.41

 
SPY2.19

AAPL1.96

JPM1.55

MSFT1.46

IWV1.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
12.37%
CORE S&P500 ETF
IWR
8.63%
RUS MID-CAP ETF
IJR
7.63%
CORE S&P SCP ETF
MDY
4.75%
UTSER1 S&PDCRP
IJH
3.41%
CORE S&P MCP ETF
SPY
2.19%
TR UNIT
AAPL
1.96%
COM
JPM
1.55%
COM
MSFT
1.46%
COM
IWV
1.45%
RUSSELL 3000 ETF
IWM
1.34%
RUSSELL 2000 ETF
CTSH
1.26%
CL A
GOOG
1.19%
CAP STK CL C
CSCO
1.15%
COM
WTM
1.13%
COM
CFG
1.03%
COM
UNH
0.99%
COM
ABT
0.98%
COM
NTRS
0.9%
COM
IPG
0.86%
COM
INTC
0.85%
COM
FENY
0.83%
MSCI ENERGY IDX
JNJ
0.82%
COM
BAC
0.81%
COM
AJRD
0.81%
COM
SNA
0.8%
COM
UHS
0.8%
CL B
DISCA
0.78%
COM SER A
HD
0.75%
COM
TJX
0.73%
COM
EHC
0.71%
COM
UGI
0.69%
COM
BOKF
0.67%
COM NEW
V
0.65%
COM CL A
VTR
0.65%
COM
USB
0.63%
COM NEW
VST
0.61%
COM
VMW
0.61%
CL A COM
COST
0.6%
COM
FITB
0.58%
COM
CSL
0.57%
COM
NTAP
0.57%
COM
ZAYO
0.56%
COM
UHAL
0.55%
COM
MAS
0.55%
COM
AMT
0.54%
COM
INGR
0.54%
COM
CNC
0.54%
COM
BWA
0.53%
COM
FAST
0.52%
COM
BRK.B
0.51%
CL B NEW
WMT
0.5%
COM
STOR
0.49%
COM
AMGN
0.49%
COM
TGT
0.49%
COM
CERN
0.48%
COM
ABBV
0.48%
COM
SYY
0.46%
COM
DXC
0.46%
COM
BAX
0.46%
COM
THO
0.46%
COM
EBAY
0.46%
COM
LKQ
0.46%
COM
HPQ
0.46%
COM
CVX
0.46%
COM
ETR
0.45%
COM
PGR
0.45%
COM
WY
0.44%
COM
ARMK
0.44%
COM
RHP
0.43%
COM
IVZ
0.42%
SHS
ARNC
0.42%
COM
KAR
0.42%
COM
A
0.41%
COM
PLD
0.4%
COM
MIK
0.4%
COM
AVY
0.4%
COM
AXTA
0.4%
COM
ZBRA
0.39%
CL A
NTG
0.37%
COM
SRCL
0.37%
COM
SLY
0.36%
S&P 600 SML CAP
M
0.34%
COM
NI
0.34%
COM
VLO
0.33%
COM
NOC
0.33%
COM
LEA
0.33%
COM NEW
JBL
0.32%
COM
CNP
0.32%
COM
NFX
0.32%
COM
SBNY
0.32%
COM
PRU
0.31%
COM
EQT
0.31%
COM
NVDA
0.3%
COM
L
0.28%
COM
ES
0.27%
COM
XOM
0.26%
COM
SBUX
0.25%
COM
APA
0.25%
COM
ALSN
0.23%
COM
MPC
0.22%
COM
FB
0.22%
CL A
EME
0.21%
COM
PFE
0.21%
COM
CMI
0.2%
COM
KO
0.2%
COM
ON
0.2%
COM
AIT
0.2%
COM
CHD
0.19%
COM
PG
0.18%
COM
NOV
0.18%
COM
EVR
0.17%
CLASS A
MCHP
0.16%
COM
HUN
0.16%
COM
ACN
0.14%
SHS CLASS A
GOOGL
0.14%
CAP STK CL A
LUV
0.13%
COM
SCHB
0.12%
US BRD MKT ETF
PEP
0.11%
COM
VV
0.11%
LARGE CAP ETF
EW
0.1%
COM
PCTY
0.1%
COM
MCD
0.08%
COM
SCHG
0.08%
US LCAP GR ETF
UTX
0.08%
COM
AMZN
0.08%
COM
MFC
0.07%
COM
WFC
0.07%
COM
FISV
0.07%
COM
LOW
0.07%
COM
DUK
0.07%
COM NEW
WBA
0.06%
COM
GE
0.03%
COM
CTSO
0.02%
COM NEW
ESNC
< 0.01%
COM
SJM
0.93%
COM NEW
EXPD
0.45%
COM
WMB
0.18%
COM
T
0.09%
COM
FIS
0.09%
COM
IWC
0.07%
MICRO-CAP ETF
IBM
0.06%
COM
BMY
0.05%
COM
MA
0.05%
CL A
PM
0.04%
COM