SEC 13F Intelligence

Managers / Q1 2026

Pegasus Asset Management, Inc.

CIK 0001729049 · 44 WHIPPANY ROAD, SUITE 101, MORRISTOWN, NJ, 07960 · 8453699422

Reported Value
$313M
Q1 2026
Positions
67
Filings on Record
30
2019–present window
Filed
Apr 21, 2026
original filing

Summary

Pegasus Asset Management, Inc. reported $313M in U.S.-listed holdings across 67 positions for Q1 2026.

Its largest position, Schwab Strategic Tr, represents 9.3% of the portfolio.

Compared with Q4 2025, the fund opened 4 new positions and exited 5.

Portfolio Metrics

Turnover
+6.9%
vs prior filed quarter
Top-10 Concentration
+48.4%
share of reported value
Largest Position
+9.3%
Schwab Strategic Tr
New / Exited
4 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $106MQ4 ’18Q1 ’19: $121MQ2 ’19: $129MQ3 ’19: $137MQ4 ’19: $152MQ4 ’19Q1 ’20: $121MQ2 ’20: $146MQ3 ’20: $160MQ4 ’20: $182MQ4 ’20Q1 ’21: $197MQ2 ’21: $214MQ3 ’21: $218MQ4 ’21: $244MQ4 ’21Q1 ’22: $230MQ2 ’22: $184MQ3 ’22: $177MQ4 ’22: $185MQ4 ’22Q1 ’23: $202MQ2 ’23: $225MQ3 ’23: $215MQ4 ’23: $233MQ4 ’23Q1 ’24: $258MQ2 ’24: $261MQ3 ’24: $262MQ4 ’24: $265MQ4 ’24Q1 ’25: $250MQ2 ’25: $292MQ3 ’25: $312MQ4 ’25: $325MQ4 ’25Q1 ’26: $313Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 78.6%ETP: 16.4%Other: 3.7%ADR: 1.3%
  • Common Stock · 78.6% · $246M
  • ETP · 16.4% · $51M
  • Other · 3.7% · $11M
  • ADR · 1.3% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NVSNNOVARTIS AGNEW+27.3K27.3K+$4M$4M
AMGNAMGEN INCNEW+611611+$214,981$214,981
MUMICRON TECHNOLOGY INCNEW+610610+$206,083$206,083
PFEPFIZER INCNEW+7.2K7.2K+$203,159$203,159
NFLXNETFLIX INC.ADDED+47.7K50.0K+$5M$5M
SYKSTRYKER CORPORATIONADDED+6.5K12.1K+$2M$4M
ASML HOLDING N VSOLD OUT5.2K0$6M$0
PEPPEPSICO INCSOLD OUT30.4K0$4M$0

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

Holdings — Q1 2026

45 positions
#IssuerClass% PortfolioValueShares
1SCHWAB STRATEGIC TRUS BRD MKT ETF · US MID-CAP ETF · US SML CAP ETF9.91%$31M1.22M
2AAPLAPPLE INChistory →COM6.68%$21M82.3K
3GOOGALPHABET INCCAP STK CL C · CAP STK CL A5.94%$19M64.8K
4NVDANVIDIA CORPORATIONhistory →COM4.55%$14M81.6K
5MSFTMICROSOFT CORPhistory →COM4.31%$13M36.4K
6PHPARKER-HANNIFIN CORPhistory →COM4.28%$13M15.0K
7GSGOLDMAN SACHS GROUP INChistory →COM3.76%$12M13.9K
8EATON CORP PLCSHS3.66%$11M32.0K
9RTXRTX CORPORATIONhistory →COM3.21%$10M52.1K
10JPMJPMORGAN CHASE & COhistory →COM3.20%$10M34.0K
11METAMETA PLATFORMS INChistory →CL A3.17%$10M17.4K
12BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW · CL A2.83%$9M17.0K
13MAMASTERCARD INCORPORATEDhistory →CL A2.83%$9M17.7K
14LLYELI LILLY & COhistory →COM2.71%$8M9.2K
15AMZNAMAZON COM INChistory →COM2.55%$8M38.3K
16PWRQUANTA SVCS INChistory →COM2.53%$8M14.4K
17BLKBLACKROCK INChistory →COM2.39%$7M7.8K
18CHVCHEVRON CORPORATIONhistory →COM2.18%$7M32.9K
19DUKDUKE ENERGY CORP NEWhistory →COM NEW1.66%$5M39.7K
20PGPROCTER & GAMBLE COhistory →COM1.66%$5M35.9K
21CARRCARRIER GLOBAL CORPORATIONhistory →COM1.61%$5M89.5K
22VANGUARD INDEX FDSTOTAL STK MKT · S&P 500 ETF SHS1.57%$5M14.1K
23STATE STR SPDR S&P 500 ETF TTR UNIT1.55%$5M7.5K
24NFLXNETFLIX INC.history →COM1.54%$5M50.0K
25CRMSALESFORCE INChistory →COM1.49%$5M25.0K
26SBUXSTARBUCKS CORPhistory →COM1.43%$4M50.1K
27BABOEING COhistory →COM1.41%$4M22.1K
28MARMARRIOTT INTL INC NEWhistory →CL A1.40%$4M13.4K
29NVSNNOVARTIS AGhistory →SPONSORED ADR1.33%$4M27.3K
30HDHOME DEPOT INChistory →COM1.28%$4M12.2K
31SYKSTRYKER CORPORATIONhistory →COM1.27%$4M12.1K
32DISDISNEY WALT COhistory →COM1.21%$4M39.2K
33PANWPALO ALTO NETWORKS INChistory →COM1.14%$4M22.3K
34SOFISOFI TECHNOLOGIES INChistory →COM1.08%$3M212.8K
35MDYSTATE STR SPDR S&P MIDCAP 40UTSER1 S&PDCRP0.98%$3M5.0K
36GQ9SPDR GOLD TRGOLD SHS0.79%$2M5.7K
37EXMOCEXXON MOBIL CORPCOM0.44%$1M8.2K
38MRKMERCK & CO INCCOM0.42%$1M11.0K
39WMTWALMART INCCOM0.38%$1M9.5K
40EDCONSOLIDATED EDISON INCCOM0.36%$1M9.9K
41TSLATESLA INCCOM0.29%$918,9662.5K
42STATE STR SPDR DOW JONES INDUT SER 10.29%$914,8012.0K
43ETFS GOLD TRPHYSCL GOLD SHS0.28%$874,73119.6K
44HONGBPHONEYWELL INTL INCCOM0.25%$794,2703.5K
45J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM0.24%$755,03513.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$313M67Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$325M68Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$312M69Nov 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$292M72Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$250M64Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$265M66Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$262M70Oct 21, 202413F-HRchanges · EDGAR ↗
Q2 2024$261M71Jul 25, 202413F-HRchanges · EDGAR ↗
Q1 2024$258M69May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$233M69Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$215M70Nov 2, 202313F-HRchanges · EDGAR ↗
Q2 2023$225M72Aug 1, 202313F-HRchanges · EDGAR ↗
Q1 2023$202M70Apr 24, 202313F-HRchanges · EDGAR ↗
Q4 2022$185M72Jan 26, 202313F-HRchanges · EDGAR ↗
Q3 2022$177M72Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$184M72Aug 1, 202213F-HRchanges · EDGAR ↗
Q1 2022$230M77Apr 20, 202213F-HRchanges · EDGAR ↗
Q4 2021$244M76Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$218M76Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$214M74Jul 29, 202113F-HRchanges · EDGAR ↗
Q1 2021$197M73Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$182M71Jan 15, 202113F-HRchanges · EDGAR ↗
Q3 2020$160M71Oct 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$146M70Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$121M67Apr 27, 202013F-HRchanges · EDGAR ↗
Q4 2019$152M72Jan 22, 202013F-HRchanges · EDGAR ↗
Q3 2019$137M69Oct 31, 201913F-HRchanges · EDGAR ↗
Q2 2019$129M68Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$121M66Apr 24, 201913F-HRchanges · EDGAR ↗
Q4 2018$106M67Feb 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 ↗.