Arkolith/Funds/Pegasus Asset Management, Inc.

Pegasus Asset Management, Inc.

CIK 1729049
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Pegasus Asset Management, Inc. holds a focused book of 75 reported positions worth $351.0M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened BWX Technologies Inc and trimmed Apple Inc. Their largest long position is Schwab US Broad Market ETF at 10% of the reported non-option book.

Opened
9
bought for the first time
+6 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
18
sold some, still holds it
+15 more · largest first
Sold out
2
exited the position entirely

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
49%
Top 20 holdings
72%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

84% mapped to company sectors

Information Technology
29%
Industrials
20%
ETFs / funds
16%
Financials
14%
Consumer Discretionary
9%
Health Care
6%
Energy
2%
Utilities
2%

+4 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Pegasus Asset Management, Inc.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC7 / 75$2.9B
Donor Advised Charitable Giving, Inc.8 / 75$4.4B
Hoffman, Alan N Investment Management8 / 75$160.9M
Swiss Re Ltd41 / 75$1.0B
Mirae Asset Global Investments Co., Ltd.61 / 75$280.5B
Prospect Hill Management, LLC8 / 75$240.2M
Greenbrier Partners Capital Management, LLC8 / 75$1.2B
Draper Asset Management, LLC11 / 75$180.8M

Ranked by the share of each fund's own book sitting in the names it shares with Pegasus Asset Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

75 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US BRD MKT ETF
$33.6M1.16M
9.6%
+0.1%
Added · +1K sh
2Apple Inc
COM
$23.7M81.9K
6.8%
−0.5%
Reduced · −407 sh
3Alphabet Inc
CAP STK CL C
$20.8M58.8K
5.9%
−0.6%
Reduced · −341 sh
4Nvidia Corporation
COM
$16.3M81.4K
4.6%
−0.3%
Reduced · −221 sh
5Parker-Hannifin Corp
COM
$14.6M14.9K
4.2%
−0.2%
Reduced · −27 sh
6Goldman Sachs Group Inc
COM
$14.0M13.9K
4.0%
−0.1%
Reduced · −17 sh
7Eaton Corp PLC
SHS
$13.7M32.1K
3.9%
+0.3%
Added · +97 sh
8Microsoft Corp
COM
$13.6M36.5K
3.9%
+0.3%
Added · +131 sh
9JPMorgan Chase & Co
COM
$11.2M34.1K
3.2%
+0.4%
Added · +144 sh
10Eli Lilly & Co
COM
$11.2M9.3K
3.2%
+1.1%
Added · +99 sh
11Quanta Svcs Inc
COM
$10.4M14.5K
3.0%
+0.2%
Added · +36 sh
12RTX Corporation
COM
$9.9M52.4K
2.8%
+0.7%
Added · +383 sh
13Meta Platforms Inc
CL A
$9.8M17.5K
2.8%
+0.6%
Added · +112 sh
14Amazon Com Inc
COM
$9.2M38.5K
2.6%
+0.4%
Added · +154 sh
15Berkshire Hathaway Inc Del
CL B NEW
$8.6M17.1K
2.4%
+0.9%
Added · +153 sh
16Palo Alto Networks Inc
COM
$8.2M24.0K
2.3%
+7.7%
Added · +2K sh
17BlackRock Inc
COM
$7.6M7.9K
2.2%
+1.1%
Added · +88 sh
18Carrier Global Corporation
COM
$6.7M91.0K
1.9%
+1.6%
Added · +1K sh
19State STR SPDR S&P 500 ETF T
TR UNIT
$5.6M7.5K
1.6%
+0.5%
Added · +37 sh
20Chevron Corporation
COM
$5.5M33.3K
1.6%
+1.0%
Added · +328 sh
21Procter & Gamble Co
COM
$5.4M37.1K
1.5%
+3.2%
Added · +1K sh
22Starbucks Corp
COM
$5.2M50.8K
1.5%
+1.4%
Added · +727 sh
23Duke Energy Corp New
COM NEW
$5.1M40.6K
1.5%
+2.3%
Added · +908 sh
24Marriott Intl Inc New
CL A
$5.1M13.7K
1.4%
+1.7%
Added · +229 sh
25Boeing Co
COM
$4.9M22.6K
1.4%
+2.1%
Added · +468 sh
26Vanguard Index FDS
TOTAL STK MKT
$4.7M12.7K
1.3%
−0.7%
Reduced · −87 sh
27Home Depot Inc
COM
$4.6M13.0K
1.3%
+6.8%
Added · +829 sh
28Novartis AG
SPONSORED ADR
$4.4M28.4K
1.3%
+3.9%
Added · +1K sh
29BWX Technologies Inc
COM
$4.3M22.1K
1.2%
New
New position
30Sofi Technologies Inc
COM
$4.1M229.3K
1.2%
+7.8%
Added · +16K sh
31Disney Walt Co
COM
$4.0M41.5K
1.1%
+5.9%
Added · +2K sh
32Stryker Corporation
COM
$4.0M12.6K
1.1%
+4.5%
Added · +539 sh
33Netflix Inc.
COM
$3.7M51.2K
1.0%
+2.5%
Added · +1K sh
34State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$3.5M5.0K
1.0%
−0.1%
Reduced · −5 sh
35International Business Machs
COM
$3.1M10.9K
0.9%
+275%
Added · +8K sh
36Ge Aerospace
COM NEW
$2.8M7.6K
0.8%
New
New position
37SPDR Gold TR
GOLD SHS
$2.1M5.7K
0.6%
−0.1%
Reduced · −5 sh
38Salesforce Inc
COM
$2.1M13.2K
0.6%
−47%
Reduced · −12K sh
39Alphabet Inc
CAP STK CL A
$2.0M5.5K
0.6%
−1.6%
Reduced · −92 sh
40Merck & Co Inc
COM
$1.4M11.0K
0.4%
Held
41Schwab Strategic TR
US MID-CAP ETF
$1.3M35.9K
0.4%
+9.4%
Added · +3K sh
42J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.1M20.1K
0.3%
+51%
Added · +7K sh
43Schwab Strategic TR
US SML CAP ETF
$1.1M30.8K
0.3%
+6.9%
Added · +2K sh
44Exxon Mobil Corp
COM
$1.1M8.1K
0.3%
−1.2%
Reduced · −100 sh
45Consolidated Edison Inc
COM
$1.1M9.9K
0.3%
Held
46Tesla Inc
COM
$1.0M2.5K
0.3%
Held
47State STR SPDR Dow Jones Ind
UT SER 1
$1.0M2.0K
0.3%
−0.5%
Reduced · −10 sh
48Walmart Inc
COM
$1.0M9.0K
0.3%
−4.6%
Reduced · −435 sh
49Vanguard Index FDS
S&P 500 ETF SHS
$890K1.3K
0.3%
−1.4%
Reduced · −18 sh
50Etfs Gold TR
PHYSCL GOLD SHS
$839K21.9K
0.2%
+12%
Added · +2K sh
Showing 50 of 75 positions
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Filing history

As-of date vs the date the SEC received each filing

$351.0M · Q2 2026Q3 2025 · $311.6MQ2 2026 · $351.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202637d75$351.0M13F-HR
Q1 2026Mar 31, 2026Aug 6, 2026128d67$312.8M13F-HR/A
Q4 2025Dec 31, 2025Aug 6, 2026218d68$324.8M13F-HR/A
Q3 2025Sep 30, 2025Aug 6, 2026310d69$311.6M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.