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Pegasus Partners Ltd.

SEC CIK
0001650654
Latest filing
Nov 1, 2024

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.

Institution overview
Positions
162
No 13F data for Q4 2020
Portfolio value
$456.4M
No 13F data for Q4 2020
Filed
May 14, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Pegasus Partners Ltd. in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF219,436$87.3M19.1%–––
iShares Tr464287689RUSSELL 3000 ETF141,143$33.5M7.3%–––
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL245,904$32.7M7.2%–––
iShares Core S&P Mid-Cap ETF464287507ETF108,642$28.3M6.2%–––
SPYSPDR S&P 500 ETF TrustETF68,388$27.1M5.9%––History
iShares Russell Midcap ETF464287499ETF315,042$23.3M5.1%–––
AAPLApple Inc.Stock103,311$12.6M2.8%––History
MSFTMicrosoft CorpStock44,778$10.6M2.3%––History
JNJJohnson & JohnsonStock36,267$5.96M1.3%––History
MDYSPDR S&P Midcap 400 ETF TrustETF12,022$5.72M1.3%––History
UNHUnitedHealth Group IncStock14,426$5.37M1.2%––History
GOOGAlphabet Inc.Stock2,461$5.09M1.1%––History
iShares Core S&P Small Cap ETF464287804ETF44,285$4.81M1.1%–––
JPMJPMorgan Chase & CoStock30,807$4.69M1.0%––History
PEPPepsiCo IncStock32,556$4.61M1.0%––History
GOOGLAlphabet Inc.Stock2,081$4.29M0.9%––History
USBUS Bancorp DECOM NEW77,030$4.26M0.9%––History
ACNAccenture plcStock15,085$4.17M0.9%––History
CTSHCognizant Technology Solutions CorpCL A50,565$3.95M0.9%––History
MMM3M CoStock19,711$3.80M0.8%––History
BDXBecton Dickinson & CoStock15,144$3.68M0.8%––History
HDHome Depot, Inc.Stock11,465$3.50M0.8%––History
FISFidelity National Information Services, Inc.Stock24,183$3.40M0.7%––History
VVisa Inc.Stock15,901$3.37M0.7%––History
SYKStryker CorpStock13,037$3.18M0.7%––History
SBUXStarbucks CorpStock28,747$3.14M0.7%––History
PFEPfizer IncStock82,571$2.99M0.7%––History
NKENIKE, Inc.Stock21,482$2.85M0.6%––History
iShares Tr464289446RUS TOP 200 ETF29,258$2.77M0.6%–––
TJXTJX Companies IncStock40,610$2.69M0.6%––History
TXNTexas Instruments IncStock13,754$2.60M0.6%––History
FASTFastenal CoStock49,146$2.47M0.5%––History
BRK.BBerkshire Hathaway IncStock9,654$2.47M0.5%––History
PGProcter & Gamble CoStock17,289$2.34M0.5%––History
UPSUnited Parcel Service IncStock13,630$2.32M0.5%––History
INTUIntuit Inc.Stock5,924$2.27M0.5%––History
GISGeneral Mills IncStock36,589$2.24M0.5%––History
EXASExact Sciences CorpCOM16,020$2.11M0.5%––History
ADPAutomatic Data Processing IncStock11,022$2.08M0.5%––History
CSCOCisco Systems, Inc.Stock38,128$1.97M0.4%––History
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX10,283$1.90M0.4%–––
MAMastercard IncStock5,163$1.84M0.4%––History
METAMeta Platforms, Inc.Stock6,168$1.82M0.4%––History
INTCIntel CorpStock27,762$1.78M0.4%––History
ABTAbbott LaboratoriesStock14,591$1.75M0.4%––History
KOCoca Cola CoStock32,634$1.72M0.4%––History
Vanguard S&P 500 ETF922908363ETF4,556$1.66M0.4%–––
TERTeradyne, IncStock13,642$1.66M0.4%––History
YETIYETI Holdings, Inc.COM22,735$1.64M0.4%––History
BRBroadridge Financial Solutions, Inc.Stock10,705$1.64M0.4%––History
FICOFair Isaac CorpCOM3,221$1.57M0.3%––History
EXPDExpeditors International of Washington IncCOM14,138$1.52M0.3%––History
BACBank of America CorpStock39,064$1.51M0.3%––History
AMZNAmazon Com IncStock460$1.42M0.3%––History
EFXEquifax IncCOM7,823$1.42M0.3%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT9,811$1.39M0.3%–––
TFXTeleflex IncCOM3,133$1.30M0.3%––History
WMWaste Management IncStock10,037$1.29M0.3%––History
LFUSLittelfuse IncCOM4,879$1.29M0.3%––History
LOWLowes Companies IncStock6,689$1.27M0.3%––History
CABOCable One, Inc.COM682$1.25M0.3%––History
BKIBlack Knight, Inc.COM16,436$1.22M0.3%––History
LECOLincoln Electric Holdings IncCOM9,827$1.21M0.3%––History
UHSUniversal Health Services IncCL B9,008$1.20M0.3%––History
AVYAvery Dennison CorpCOM6,069$1.11M0.2%––History
STESTERIS plcSHS USD5,750$1.09M0.2%––History
BMOBank of MontrealCOM11,663$1.04M0.2%––History
PCTYPaylocity Holding CorpCOM5,654$1.02M0.2%––History
LNTAlliant Energy CorpStock18,249$988.0K0.2%––History
CONECyrusOne Holdco LLCCOM14,255$965.0K0.2%––History
BCBrunswick CorpCOM10,020$956.0K0.2%––History
ABBVAbbVie Inc.Stock8,595$930.0K0.2%––History
AREAlexandria Real Estate Equities, Inc.COM5,586$918.0K0.2%––History
ENREnergizer Holdings, Inc.COM19,235$913.0K0.2%––History
SNASnap-on IncCOM3,950$912.0K0.2%––History
FNFFidelity National Financial, Inc.COM SHS22,046$896.0K0.2%––History
Schwab U.S. Large-Cap Value ETF808524409ETF13,444$878.0K0.2%–––
TSCOTractor Supply CoCOM4,943$875.0K0.2%––History
FMCFMC CorpCOM NEW7,675$849.0K0.2%––History
iShares Russell 2000 ETF464287655ETF3,836$848.0K0.2%–––
WAFDWafd IncStock27,062$834.0K0.2%––History
NDSNNordson CorpCOM4,132$821.0K0.2%––History
iShares Tr464287622RUS 1000 ETF3,595$805.0K0.2%–––
IPGInterpublic Group of Companies, Inc.COM27,390$800.0K0.2%––History
ARWArrow Electronics, Inc.COM7,055$782.0K0.2%––History
CHDChurch & Dwight Co IncCOM8,942$781.0K0.2%––History
BLKBlackRock, Inc.COM1,028$775.0K0.2%––History
Schwab U.S. Broad Market ETF808524102ETF7,990$773.0K0.2%–––
MKLMarkel Group Inc.COM670$764.0K0.2%––History
Schwab U.S. Large-Cap Growth ETF808524300ETF5,653$734.0K0.2%–––
MORNMorningstar, Inc.COM3,218$724.0K0.2%––History
XECCimarex Energy CoCOM12,180$723.0K0.2%––History
WCNWaste Connections, Inc.COM6,488$701.0K0.2%––History
VRSKVerisk Analytics, Inc.COM3,939$696.0K0.2%––History
TYLTyler Technologies IncCOM1,632$693.0K0.2%––History
DDominion Energy, IncStock9,063$688.0K0.2%––History
CVXChevron CorpStock6,323$663.0K0.1%––History
LIILennox International IncCOM2,124$662.0K0.1%––History
XOMExxonMobil Holdings CorpCOM11,683$652.0K0.1%––History
CMCSAComcast CorpStock11,771$637.0K0.1%––History