13F Filings History of Pegasus Asset Management, Inc.

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$324,846,310
Signature - Title
Courtney Barba - CCO and Senior Vice President
Location
Morristown, NJ
Summary
This page shows a list of all the recent 13F filings made by Pegasus Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pegasus Asset Management, Inc. reported 68 stock holdings with total value $324,846,310 as of Q4 2025. Top holdings included SCHB, AAPL, GOOG, MSFT, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 68 $324,846,310 +$9,866,283 -$6,040,401 +$3,825,882 SCHB, AAPL, GOOG, MSFT, NVDA 13F-HR 30 Jan 2026, 19:29
Q3 2025 69 $311,647,880 +$6,841,183 -$9,265,434 -$2,424,251 SCHB, AAPL, MSFT, GOOG, NVDA 13F-HR 03 Nov 2025, 17:00
Q2 2025 72 $291,812,097 +$15,427,945 -$1,013,107 +$14,414,838 SCHB, MSFT, AAPL, META, NVDA 13F-HR 25 Jul 2025, 14:56
Q1 2025 64 $249,781,374 +$7,670,614 -$7,854,601 -$183,987 SCHB, AAPL, MSFT, META, MA 13F-HR 18 Apr 2025, 17:49
Q4 2024 66 $264,473,208 +$29,800,028 -$14,558,320 +$15,241,708 SCHB, AAPL, MSFT, GOOG, NVDA 13F-HR 31 Jan 2025, 19:17
Q3 2024 70 $261,349,609 +$1,796,602 -$14,753,059 -$12,956,457 SCHB, AAPL, MSFT, ETN, GOOG 13F-HR 21 Oct 2024, 12:58
Q2 2024 71 $260,284,801 +$13,834,240 -$7,805,708 +$6,028,532 SCHB, AAPL, MSFT, GOOG, ETN 13F-HR 25 Jul 2024, 14:45
Q1 2024 69 $257,689,500 +$7,355,080 -$3,843,330 +$3,511,750 SCHB, MSFT, AAPL, ETN, GOOG 13F-HR 02 May 2024, 16:06
Q4 2023 69 $232,735,366 +$2,212,585 -$5,300,301 -$3,087,716 SCHB, AAPL, MSFT, GOOG, ETN 13F-HR 08 Feb 2024, 18:33
Q3 2023 70 $214,549,357 +$6,313,353 -$8,040,174 -$1,726,821 SCHB, AAPL, MSFT, GOOG, ETN 13F-HR 02 Nov 2023, 16:04
Q2 2023 72 $224,135,874 +$8,854,838 -$4,326,141 +$4,528,697 SCHB, AAPL, MSFT, GOOG, MA 13F-HR 01 Aug 2023, 16:31
Q1 2023 70 $201,342,324 +$4,171,758 -$2,479,938 +$1,691,820 SCHB, AAPL, MSFT, MA, GOOG 13F-HR 21 Apr 2023, 17:49
Q4 2022 72 $184,763,664 +$1,366,967 -$6,530,331 -$5,163,364 SCHB, AAPL, MSFT, MA, GOOG 13F-HR 25 Jan 2023, 18:33
Q3 2022 72 $176,459,000 +$12,051,370 -$3,288,169 +$8,763,201 SCHB, AAPL, MSFT, GOOG, MA 13F-HR 08 Nov 2022, 09:56
Q2 2022 72 $183,464,000 +$10,159,935 -$13,365,810 -$3,205,875 SCHB, AAPL, MSFT, GOOG, MA 13F-HR 29 Jul 2022, 17:41
Q1 2022 77 $229,824,000 +$12,784,327 -$2,505,338 +$10,278,989 SCHB, AAPL, MSFT, GOOG, MA 13F-HR 20 Apr 2022, 15:54
Q4 2021 76 $243,518,000 +$13,295,793 -$5,732,886 +$7,562,907 SCHB, AAPL, MSFT, GOOG, ACN 13F-HR 18 Jan 2022, 13:51
Q3 2021 76 $217,423,000 +$7,666,116 -$1,810,373 +$5,855,743 SCHB, AAPL, MSFT, GOOG, MA 13F-HR 12 Nov 2021, 15:30
Q2 2021 74 $214,001,000 +$3,219,945 -$373,606 +$2,846,339 SCHB, AAPL, MSFT, GOOG, MA 13F-HR 29 Jul 2021, 15:28
Q1 2021 73 $196,686,000 +$8,808,818 -$2,485,910 +$6,322,908 SCHB, AAPL, MSFT, GOOG, MA 13F-HR 27 Apr 2021, 17:54
Q4 2020 71 $182,100,000 +$6,894,342 -$3,835,087 +$3,059,255 SCHB, AAPL, MSFT, MA, GOOG 13F-HR 15 Jan 2021, 16:32
Q3 2020 71 $159,303,000 +$15,729,217 -$4,042,477 +$11,686,740 SCHB, AAPL, MSFT, MA, AMZN 13F-HR 09 Oct 2020, 21:24
Q2 2020 70 $146,064,000 +$9,232,914 -$4,786,598 +$4,446,316 SCHB, AAPL, MSFT, MA, AMZN 13F-HR 11 Aug 2020, 16:39
Q1 2020 67 $120,896,000 +$6,083,657 -$9,542,832 -$3,459,175 SCHB, AAPL, MSFT, MA, GOOG 13F-HR 27 Apr 2020, 13:29
Q4 2019 72 $151,667,000 +$4,609,246 -$1,866,546 +$2,742,700 SCHB, AAPL, MSFT, MA, GOOG 13F-HR 22 Jan 2020, 14:23
Q3 2019 69 $137,152,000 +$5,342,294 -$633,679 +$4,708,615 SCHB, AAPL, MSFT, MA, BA 13F-HR 30 Oct 2019, 17:58
Q2 2019 68 $128,903,000 +$5,626,786 -$627,085 +$4,999,701 SCHB, AAPL, MSFT, MA, BA 13F-HR 05 Aug 2019, 14:05
Q1 2019 66 $121,099,000 +$4,882,648 -$3,103,526 +$1,779,122 SCHB, AAPL, BA, MSFT, MA 13F-HR 24 Apr 2019, 16:09
Q4 2018 67 $105,564,000 +$4,956,806 -$3,140,944 +$1,815,862 SCHB, AAPL, BA, MSFT, MA 13F-HR 12 Feb 2019, 15:41
Q3 2018 66 $119,201,000 +$6,998,621 -$2,311,805 +$4,686,816 SCHB, AAPL, MSFT, BA, GOOG 13F-HR 05 Nov 2018, 12:17
Q2 2018 65 $106,478,000 +$4,713,141 -$4,964,792 -$251,651 SCHB, AAPL, BA, MSFT, GOOG 13F-HR 27 Jul 2018, 11:49
Q1 2018 67 $104,687,000 +$7,495,059 -$1,237,527 +$6,257,532 SCHB, AAPL, BA, MSFT, VTI 13F-HR 01 May 2018, 14:49
Q4 2017 68 $99,743,000 $0 $0 $0 SCHB, AAPL, BA, VTI, MSFT 13F-HR 09 Feb 2018, 19:01