SEC 13F Intelligence

Managers / Q3 2023

MASTRAPASQUA ASSET MANAGEMENT INC

CIK 0001014738 · 104 WOODMONT BOULEVARD, SUITE 320, SUITE 320, NASHVILLE, TN, 37205 · 6152448400

Reported Value
$853M
Q3 2023
Positions
149
Filings on Record
20
2019–present window
Filed
Oct 25, 2023
original filing

Summary

Mastrapasqua Asset Management Inc reported $853M in U.S.-listed holdings across 149 positions for Q3 2023.

Its largest position, NVDA, represents 7.3% of the portfolio.

Compared with Q2 2023, the fund opened 6 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $450MQ4 ’18Q1 ’19: $526MQ2 ’19: $527MQ3 ’19: $544MQ3 ’19Q4 ’19: $607MQ1 ’20: $517MQ2 ’20: $650MQ2 ’20Q3 ’20: $715MQ4 ’20: $760MQ1 ’21: $855MQ1 ’21Q2 ’21: $946MQ3 ’21: $915MQ4 ’21: $1.0BQ4 ’21Q1 ’22: $892MQ2 ’22: $734MQ3 ’22: $691MQ3 ’22Q4 ’22: $758.6BQ1 ’23: $815MQ2 ’23: $889MQ2 ’23Q3 ’23: $853Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 96.4%Other: 2.4%ETP: 0.9%REIT: 0.3%ADR: 0.0%
  • Common Stock · 96.4% · $822M
  • Other · 2.4% · $21M
  • ETP · 0.9% · $7M
  • REIT · 0.3% · $2M
  • ADR · 0.0% · $333,592

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2023$853M149Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$889M149Aug 2, 202313F-HRchanges · EDGAR ↗
Q1 2023$815M151Apr 27, 202313F-HRchanges · EDGAR ↗
Q4 2022$758.6B147Feb 1, 202313F-HRchanges · EDGAR ↗
Q3 2022$691M141Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$734M149Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$892M142Apr 21, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.0B136Jan 21, 202213F-HRchanges · EDGAR ↗
Q3 2021$915M141Nov 1, 202113F-HRchanges · EDGAR ↗
Q2 2021$946M140Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$855M142May 3, 202113F-HRchanges · EDGAR ↗
Q4 2020$760M143Feb 2, 202113F-HRchanges · EDGAR ↗
Q3 2020$715M141Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$650M140Jul 29, 202013F-HRchanges · EDGAR ↗
Q1 2020$517M127May 8, 202013F-HRchanges · EDGAR ↗
Q4 2019$607M135Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$544M130Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$527M126Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$526M129May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$450M126Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.