| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR S&P 500 INDEX | 37 | Q2 2024 | 20.1% |
| ISHARES TR RUSSELL MIDCAP | 37 | Q2 2024 | 9.4% |
| ISHARES TR S&P SMLCAP 600 | 37 | Q2 2024 | 13.0% |
| SPDR S&P 500 ETF TRUST | 37 | Q2 2024 | 6.9% |
| APPLE INC | 37 | Q2 2024 | 5.7% |
| MICROSOFT CORP | 37 | Q2 2024 | 3.6% |
| J P MORGAN CHASE & CO COM | 37 | Q2 2024 | 3.0% |
| SPDR S&P MIDCAP 400 ETF TRUST | 37 | Q2 2024 | 4.8% |
| JOHNSON & JOHNSON | 37 | Q2 2024 | 2.1% |
| UNITEDHEALTH GROUP INC | 37 | Q2 2024 | 1.7% |
View Pegasus Partners Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
View Pegasus Partners Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.