Pegasus Asset Management, Inc. has disclosed its latest 13F-HR filing, which indicates a total value of $350.7 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategy and portfolio composition.
Based in Morristown, New Jersey, Pegasus Asset Management operates in the financial services sector, focusing on asset management. The company has consistently filed various forms with the SEC, including multiple 13F reports throughout the year. The latest filing, accession number 0001729049-26-000009, was submitted on November 3, 2026.
The 13F-HR report details the company's holdings in various publicly traded companies. Among its notable investments are major players like Apple Inc., Amazon.com Inc., and Alphabet Inc., reflecting Pegasus's strategy to invest in established and high-growth companies. The report includes a total of 70 positions, showcasing a diverse portfolio.
The filing indicates that Pegasus has maintained a strong focus on technology and consumer sectors, which are pivotal in today's market landscape. The total value of the reported holdings demonstrates the company's commitment to managing substantial assets and adapting to market trends.
This update is relevant not only for Pegasus Asset Management but also for the broader financial services industry. As firms navigate changing economic conditions and investor preferences, the strategies outlined in such filings can provide valuable insights into market movements and investment trends.
Looking ahead, the filing does not specify any immediate next steps for Pegasus Asset Management. However, the company is expected to continue monitoring its investments and making adjustments as necessary in response to market dynamics.
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