SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Mathes Company, Inc.

CIK 0001389223 · 12 EAST 49TH STREET, NEW YORK, NY, 10017 · 917-368-4900

Reported Value
Under review
reported total failed a data-quality check
Positions
127
Filings on Record
29
2019–present window
Filed
Jan 25, 2023
original filing

Summary

Compared with Q3 2022, the fund opened 6 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $159MQ4 ’18Q1 ’19: $196MQ2 ’19: $189MQ3 ’19: $194MQ4 ’19: $214MQ4 ’19Q1 ’20: $150MQ2 ’20: $201MQ3 ’20: $215MQ4 ’20: $246MQ4 ’20Q1 ’21: $259MQ2 ’21: $278MQ3 ’21: $270MQ4 ’21: $292MQ4 ’21Q2 ’22: $206MQ3 ’22: $179MQ2 ’23: $229MQ3 ’23: $215MQ3 ’23Q4 ’23: $243MQ1 ’24: $267MQ2 ’24: $275MQ3 ’24: $283MQ3 ’24Q4 ’24: $274MQ1 ’25: $246MQ2 ’25: $270MQ3 ’25: $279MQ3 ’25Q4 ’25: $280MQ1 ’26: $274Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 53.4%ETP: 36.5%Other: 4.5%Closed-End Fund: 3.9%PUBLIC: 1.2%Other: 0.4%
  • Common Stock · 53.4% · $106M
  • ETP · 36.5% · $72M
  • Other · 4.5% · $9M
  • Closed-End Fund · 3.9% · $8M
  • PUBLIC · 1.2% · $2M
  • Other · 0.4% · $854,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
KLACKLA CORPNEW+8.1K8.1K+$3M$3M
EMREMERSON ELEC CONEW+30.1K30.1K+$3M$3M
AXPAMERICAN EXPRESS CONEW+17.6K17.6K+$3M$3M
NVONOVO-NORDISK A SNEW+1.9K1.9K+$258,000$258,000
ABBVABBVIE INCNEW+1.4K1.4K+$226,000$226,000
HDHOME DEPOT INCNEW+700700+$221,000$221,000
KOCOCA COLA COADDED+42.8K47.6K+$3M$3M
CRWDCrowdstrike Holdings, Inc.SOLD OUT1.8K0$293,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2022

97 positions
#IssuerClass% PortfolioValueShares
1IGMISHARES TRCOM17.12%$34M328.6K
2VUGVANGUARD INDEX FDSCOM8.00%$16M84.4K
3AAPLAPPLE INChistory →COM4.97%$10M75.7K
4XLKSELECT SECTOR SPDR TRCOM3.87%$8M75.3K
5GOOGLALPHABET INCCOM3.08%$6M69.0K
6AMZNAMAZON COM INChistory →COM2.53%$5M59.6K
7DEDEERE & COhistory →COM2.37%$5M11.0K
8SDYSPDR SER TRCOM2.33%$5M58.2K
9CATCATERPILLAR INChistory →COM2.29%$5M18.1K
10MSFTMICROSOFT CORPhistory →COM2.27%$4M18.8K
11PEPPEPSICO INChistory →COM2.04%$4M22.4K
12PHPARKER-HANNIFIN CORPhistory →COM1.93%$4M13.2K
13DHRDANAHER CORPORATIONhistory →COM1.84%$4M13.7K
14JNJJOHNSON & JOHNSONhistory →COM1.80%$4M20.2K
15EOGEOG RES INChistory →COM1.73%$3M26.5K
16MAMASTERCARD INCORPORATEDhistory →Cl. A1.71%$3M9.8K
17JPMJPMORGAN CHASE & COhistory →COM1.70%$3M25.1K
18APDAIR PRODS & CHEMS INChistory →COM1.60%$3M10.3K
19NVDANVIDIA CORPORATIONhistory →COM1.60%$3M21.7K
20General Electric CoCOM1.56%$3M37.0K
21KLACKLA CORPhistory →COM1.54%$3M8.1K
22KOCOCA COLA COhistory →COM1.53%$3M47.6K
23VLOVALERO ENERGY CORPhistory →COM1.53%$3M23.8K
24EMREMERSON ELEC COhistory →COM1.46%$3M30.1K
25JM Smucker CompanyCOM1.42%$3M17.8K
26MGKVANGUARD WORLD FDhistory →COM1.37%$3M15.8K
27AXPAMERICAN EXPRESS COhistory →COM1.31%$3M17.6K
28MKCMCCORMICK & CO INChistory →COM1.07%$2M25.5K
29SPYSPDR S&P 500 ETF TRCOM1.00%$2M5.2K
30TAT&T INCCOM0.97%$2M104.3K
31PFEPFIZER INCCOM0.84%$2M32.6K
32VZVERIZON COMMUNICATIONS INCCOM0.83%$2M41.8K
33UNPUNION PAC CORPCOM0.76%$2M7.3K
34MDYSPDR S&P MIDCAP 400 ETF TRCOM0.70%$1M3.1K
35NUVNUVEEN MUN VALUE FD INCCOM0.69%$1M160.0K
36CANADIAN PAC RY LTDCOM0.68%$1M18.0K
37QQQINVESCO QQQ TRCOM0.65%$1M4.8K
38BCATBLACKROCK CAP ALLOCATION TRCOM0.62%$1M88.5K
39SVB FINANCIAL GROUPCOM0.61%$1M5.2K
40COSTCOSTCO WHSL CORP NEWCOM0.52%$1M2.3K
41GXOGXO LOGISTICS INCORPORATEDCOM0.52%$1M24.1K
42BACBANK AMERICA CORPCOM0.51%$1M30.8K
43AMGNAMGEN INCCOM0.49%$970,0003.7K
44MRKMERCK & CO INCCOM0.45%$898,0008.1K
45EIMEATON VANCE MUN BD FDCOM0.43%$857,00082.5K
46Duke Energy Corp Dep 5.75Preferred0.43%$849,00036.3K
47EDCONSOLIDATED EDISON INCCOM0.42%$827,0008.7K
48JP Morgan Chase & Co Prfrd Ser LPreferred0.37%$740,00039.3K
49BLACKROCK MUN INCOME TRCOM0.37%$737,00073.3K
50FPFFIRST TR INTER DURATN PFD &COM0.37%$730,00043.3K
51NVGNUVEEN AMT FREE MUN CR INC FCOM0.36%$710,00058.5K
52DFPFLAHERTY & CRUMRINE DYNAMICPreferred0.35%$699,00037.4K
53GILDGILEAD SCIENCES INCCOM0.35%$685,0008.0K
54EXMOCEXXON MOBIL CORPCOM0.34%$673,0006.1K
55NUVEEN PFD & INCOME SECS FDCOM0.34%$670,00098.6K
56EXCHANGE TRADED CONCEPTS TRCOM0.33%$657,00014.2K
57PDIPIMCO DYNAMIC INCOME FDCOM0.33%$645,00034.9K
58VTIPVANGUARD MALVERN FDSCOM0.31%$607,00013.0K
59VYMVANGUARD WHITEHALL FDSCOM0.30%$602,0005.6K
60IRMIRON MTN INC DELCOM0.30%$596,00011.9K
61NRKNUVEEN NEW YORK AMT QLT MUNICOM0.30%$585,00057.0K
62NFLXNETFLIX INCCOM0.28%$546,0001.9K
63BABOEING COCOM0.27%$544,0002.9K
64PGPROCTER AND GAMBLE COCOM0.27%$530,0003.5K
65US Bancorp Prefrd Ser MPreferred0.25%$500,00030.8K
66SMHVANECK ETF TRUSTCOM0.23%$454,0002.2K
67FDXFEDEX CORPCOM0.22%$443,0002.6K
68BXUSDBlackstone Group LPCOM0.22%$432,0005.8K
69SOSOUTHERN COCOM0.22%$428,0006.0K
70DISDISNEY WALT COCOM0.21%$409,0004.7K
71Wells Fargo & Co Dep Sh Cl APreferred0.19%$386,00021.0K
72DOWDOW INCCOM0.19%$385,0007.7K
73CRMSALESFORCE INCCOM0.19%$375,0002.8K
74LMTLOCKHEED MARTIN CORPCOM0.17%$341,000700
75SLBSCHLUMBERGER LTDCOM0.17%$339,0006.3K
76AEPAMERICAN ELEC PWR CO INCCOM0.17%$332,0003.5K
77RTXRAYTHEON TECHNOLOGIES CORPCOM0.15%$303,0003.0K
78SYYSYSCO CORPCOM0.15%$298,0003.9K
79ABTABBOTT LABSCOM0.15%$296,0002.7K
80TTDTHE TRADE DESK INCCOM0.15%$291,0006.5K
81RFMZRIVERNORTH FLEXIBLE MUNI INCCOM0.14%$284,00021.0K
82PAXSPIMCO ACCESS INCOME FUNDCOM0.13%$259,00017.5K
83NVONOVO-NORDISK A SADR0.13%$258,0001.9K
84WBDWARNER BROS DISCOVERY INCCOM0.12%$235,00024.8K
85GLDSPDR GOLD TRCOM0.12%$229,0001.4K
86ABBVABBVIE INCCOM0.11%$226,0001.4K
87HDHOME DEPOT INCCOM0.11%$221,000700
88AMATAPPLIED MATLS INCCOM0.11%$217,0002.2K
89Angel Oak DFS Inc TRCOM0.11%$214,00016.7K
90NOWSERVICENOW INCCOM0.11%$214,000550
91OKEONEOK INC NEWCOM0.11%$212,0003.2K
92TBTPROSHARES TRCOM0.11%$211,0006.5K
93QYLDGLOBAL X FDSCOM0.09%$183,00011.5K
94NPFDNUVEEN VRIABL RAT PFD & INMCOM0.09%$176,00010.0K
95MYNBLACKROCK MUNIYIELD N Y QUALCOM0.09%$172,00017.5K
96ANGOANGIODYNAMICS INCCOM0.08%$154,00011.2K
97Organicell Regenerative Medecine, Inc.COM0.00%$1,00030.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$274M126May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$280M126Feb 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$279M125Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$270M122Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$246M123May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$274M124Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$283M127Oct 29, 202413F-HRchanges · EDGAR ↗
Q2 2024$275M128Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$267M132May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$243M129Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$215M124Oct 26, 202313F-HRchanges · EDGAR ↗
Q2 2023$229M125Jul 25, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review127Jan 25, 202313F-HRchanges · EDGAR ↗
Q3 2022$179M125Oct 18, 202213F-HRchanges · EDGAR ↗
Q2 2022$206M126Aug 1, 202213F-HRchanges · EDGAR ↗
Q4 2021$292M131Feb 4, 202213F-HRchanges · EDGAR ↗
Q3 2021$270M124Oct 29, 202113F-HRchanges · EDGAR ↗
Q2 2021$278M124Jul 20, 202113F-HRchanges · EDGAR ↗
Q1 2021$259M124Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$246M122Jan 20, 202113F-HRchanges · EDGAR ↗
Q3 2020$215M113Oct 26, 202013F-HRchanges · EDGAR ↗
Q2 2020$201M110Jul 27, 202013F-HRchanges · EDGAR ↗
Q1 2020$150M98Apr 21, 202013F-HRchanges · EDGAR ↗
Q4 2019$214M122Jan 30, 202013F-HRchanges · EDGAR ↗
Q3 2019$194M121Oct 21, 201913F-HRchanges · EDGAR ↗
Q2 2019$189M121Jul 29, 201913F-HRchanges · EDGAR ↗
Q1 2019$196M130May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$159M122Jan 29, 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 ↗.