Skip to main content

Pegasus Partners Ltd.

SEC CIK
0001650654
Latest filing
Nov 1, 2024

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 10, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
121
−4 vs. Q2 2022
Portfolio value
$487.9M
+$7.45M (+1.6%) vs. Q2 2022
Filed
Nov 10, 2022
SEC
Holdings of Pegasus Partners Ltd. in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF214,926$77.1M15.8%+11,196+5.5%Added–
iShares Tr464287150CORE S&P TTL STK950,600$75.6M15.5%+195,208+25.8%Added–
iShares Tr464287689RUSSELL 3000 ETF206,767$42.8M8.8%+7,043+3.5%Added–
iShares Russell Midcap ETF464287499ETF601,384$37.4M7.7%+160,342+36.4%Added–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL441,725$26.4M5.4%−56,527−11.3%Reduced–
SPYSPDR S&P 500 ETF TrustETF51,576$18.4M3.8%−441−0.8%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF71,747$15.7M3.2%−1,894−2.6%Reduced–
AAPLApple Inc.Stock87,497$12.1M2.5%−1,316−1.5%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF134,886$11.8M2.4%+11,209+9.1%Added–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 5043,499$11.7M2.4%+6,114+16.4%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF166,647$9.30M1.9%+141,996+576.0%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF20,298$8.15M1.7%−2,619−11.4%ReducedHistory
MSFTMicrosoft CorpStock34,410$8.01M1.6%−31−0.1%ReducedHistory
iShares Tr464289446RUS TOP 200 ETF82,408$7.00M1.4%+7,372+9.8%Added–
UNHUnitedHealth Group IncStock11,469$5.79M1.2%+471+4.3%AddedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX79,629$5.31M1.1%+1,556+2.0%Added–
Schwab U.S. Broad Market ETF808524102ETF97,837$4.11M0.8%+36,069+58.4%Added–
PEPPepsiCo IncStock24,404$3.98M0.8%−264−1.1%ReducedHistory
GOOGAlphabet Inc.Stock41,130$3.96M0.8%−390−0.9%ReducedConverted for a 20-for-1 splitHistory
iShares Russell 2000 ETF464287655ETF21,422$3.53M0.7%+2,243+11.7%Added–
JNJJohnson & JohnsonStock21,106$3.45M0.7%−321−1.5%ReducedHistory
USBUS Bancorp DECOM NEW72,948$2.94M0.6%−1,763−2.4%ReducedHistory
GOOGLAlphabet Inc.Stock30,735$2.94M0.6%−1,405−4.4%ReducedConverted for a 20-for-1 splitHistory
ACNAccenture plcStock11,036$2.84M0.6%−190−1.7%ReducedHistory
VVisa Inc.Stock15,781$2.80M0.6%−192−1.2%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF20,337$2.77M0.6%+5,812+40.0%Added–
HDHome Depot, Inc.Stock9,477$2.62M0.5%−39−0.4%ReducedHistory
SBUXStarbucks CorpStock30,570$2.58M0.5%−237−0.8%ReducedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW46,408$2.52M0.5%+46,408New–
JPMJPMorgan Chase & CoStock23,243$2.43M0.5%−421−1.8%ReducedHistory
TJXTJX Companies IncStock37,772$2.35M0.5%−492−1.3%ReducedHistory
Vanguard S&P 500 ETF922908363ETF6,789$2.23M0.5%−117−1.7%Reduced–
CTSHCognizant Technology Solutions CorpCL A37,826$2.17M0.4%−198−0.5%ReducedHistory
PFEPfizer IncStock49,371$2.16M0.4%−1,121−2.2%ReducedHistory
SYKStryker CorpStock10,474$2.12M0.4%+45+0.4%AddedHistory
ADPAutomatic Data Processing IncStock9,193$2.08M0.4%−22−0.2%ReducedHistory
BDXBecton Dickinson & CoStock8,790$1.96M0.4%−24−0.3%ReducedHistory
FASTFastenal CoStock41,629$1.92M0.4%−1,021−2.4%ReducedHistory
PGProcter & Gamble CoStock15,118$1.91M0.4%−559−3.6%ReducedHistory
NKENIKE, Inc.Stock22,081$1.83M0.4%+3,651+19.8%AddedHistory
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX10,611$1.71M0.4%−2,623−19.8%Reduced–
FISFidelity National Information Services, Inc.Stock21,742$1.64M0.3%−1,863−7.9%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF29,086$1.53M0.3%−2,673−8.4%Reduced–
MAMastercard IncStock5,197$1.48M0.3%−44−0.8%ReducedHistory
Tenneco Inc880349105CL A VTG COM STK85,000$1.48M0.3%00.0%Unchanged–
KOCoca Cola CoStock25,364$1.42M0.3%+247+1.0%AddedHistory
PCTYPaylocity Holding CorpCOM5,654$1.37M0.3%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock4,895$1.31M0.3%−72−1.4%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock8,692$1.30M0.3%−108−1.2%ReducedHistory
AMZNAmazon Com IncStock11,407$1.29M0.3%+385+3.5%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF21,553$1.26M0.3%+2,322+12.1%Added–
INTUIntuit Inc.Stock3,215$1.25M0.3%−28−0.9%ReducedHistory
WMWaste Management IncStock7,653$1.23M0.3%−225−2.9%ReducedHistory
TXNTexas Instruments IncStock7,913$1.23M0.3%−122−1.5%ReducedHistory
BACBank of America CorpStock38,056$1.15M0.2%−740−1.9%ReducedHistory
MAXRMaxar Technologies Inc.COM59,900$1.12M0.2%+24,000+66.9%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock7,512$1.08M0.2%−104−1.4%ReducedHistory
UPSUnited Parcel Service IncStock6,396$1.03M0.2%−380−5.6%ReducedHistory
BMOBank of MontrealCOM11,423$1.00M0.2%00.0%UnchangedHistory
APHAmphenol CorpCL A13,907$931.0K0.2%+3,852+38.3%AddedHistory
EFXEquifax IncCOM5,294$908.0K0.2%+436+9.0%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF8,910$856.0K0.2%−67,860−88.4%Reduced–
iShares Tr464287622RUS 1000 ETF4,190$827.0K0.2%00.0%Unchanged–
AJRDAerojet Rocketdyne Holdings, Inc.COM20,000$800.0K0.2%00.0%UnchangedHistory
INTCIntel CorpStock28,863$744.0K0.2%+3,595+14.2%AddedHistory
ABTAbbott LaboratoriesStock7,652$740.0K0.2%−301−3.8%ReducedHistory
MCOMoodys CorpStock2,926$711.0K0.1%+808+38.1%AddedHistory
EXASExact Sciences CorpCOM21,635$703.0K0.1%+35+0.2%AddedHistory
METAMeta Platforms, Inc.Stock5,116$694.0K0.1%−841−14.1%ReducedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF20,325$692.0K0.1%+4,504+28.5%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF4,768$684.0K0.1%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock16,860$674.0K0.1%−3,046−15.3%ReducedHistory
ABBVAbbVie Inc.Stock4,497$604.0K0.1%−692−13.3%ReducedHistory
CHDChurch & Dwight Co IncCOM8,400$600.0K0.1%00.0%UnchangedHistory
MMM3M CoStock5,349$591.0K0.1%−5,684−51.5%ReducedHistory
VRSKVerisk Analytics, Inc.COM3,447$588.0K0.1%+94+2.8%AddedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF14,936$580.0K0.1%00.0%Unchanged–
ProShares Tr74348A467S&P 500 DV ARIST6,959$556.0K0.1%−993−12.5%Reduced–
Schwab U.S. Mid-Cap ETF808524508ETF8,980$544.0K0.1%+945+11.8%Added–
CTRClearBridge MLP & Midstream Total Return Fund Inc.COM19,600$516.0K0.1%00.0%UnchangedHistory
BALLBALL CorpCOM10,544$509.0K0.1%−192−1.8%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,765$479.0K0.1%00.0%Unchanged–
ITWIllinois Tool Works IncStock2,574$465.0K0.1%−20−0.8%ReducedHistory
EPDEnterprise Products Partners L.P.Stock18,923$450.0K0.1%00.0%UnchangedHistory
NFLXNetflix IncStock1,911$450.0K0.1%+1,911NewHistory
LLYEli Lilly & CoStock1,233$399.0K0.1%−20−1.6%ReducedHistory
LOWLowes Companies IncStock2,063$387.0K0.1%+101+5.1%AddedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,970$384.0K0.1%00.0%Unchanged–
MCHPMicrochip Technology IncStock6,282$383.0K0.1%−650−9.4%ReducedHistory
GBDCGolub Capital BDC, Inc.COM30,240$375.0K0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock779$368.0K0.1%+6+0.8%AddedHistory
XOMExxonMobil Holdings CorpCOM4,043$353.0K0.1%−643−13.7%ReducedHistory
MFCManulife Financial CorpCOM22,527$353.0K0.1%+11,464+103.6%AddedHistory
DHRDanaher CorpStock1,358$351.0K0.1%−11−0.8%ReducedHistory
FISVFiserv IncStock3,365$315.0K0.1%+233+7.4%AddedHistory
SPDR Ser Tr78464A813S&P 600 SML CAP4,110$311.0K0.1%−1,382−25.2%Reduced–
TSLATesla, Inc.Stock1,134$301.0K0.1%−588−34.1%ReducedConverted for a 3-for-1 splitHistory
LUVSouthwest Airlines CoCOM9,685$299.0K0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock7,353$296.0K0.1%+7,353NewHistory
iShares Core Dividend Growth ETF46434V621ETF6,344$282.0K0.1%+6,344New–

Sold out since Q2 2022 (14)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Pegasus Partners Ltd. sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
Vanguard Morningstar Total Stock Market ETF922908769ETF10,745$2.03M0.4%–
ASBAssociated Banc-CorpCOM15,000$274.0K0.1%History
MRKMerck & Co., Inc.Stock2,852$260.0K0.1%History
IBMInternational Business Machines CorpStock1,730$244.0K0.1%History
CRMSalesforce, Inc.Stock1,372$226.0K<0.1%History
NMCONuveen Municipal Credit Opportunities FundCOM17,500$214.0K<0.1%History
EWEdwards Lifesciences CorpStock2,226$212.0K<0.1%History
PANWPalo Alto Networks IncStock427$211.0K<0.1%History
LECOLincoln Electric Holdings IncCOM1,696$209.0K<0.1%History
LNTAlliant Energy CorpStock3,530$207.0K<0.1%History
SYYSysco CorpStock2,433$206.0K<0.1%History
TMOThermo Fisher Scientific Inc.Stock370$201.0K<0.1%History
STESTERIS plcSHS USD974$201.0K<0.1%History
TERTeradyne, IncStock2,230$200.0K<0.1%History