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Pegasus Partners Ltd.

SEC CIK
0001650654
Latest filing
Nov 1, 2024

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 1, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
171
+5 vs. Q2 2024
Portfolio value
$1.07B
+$76.3M (+7.7%) vs. Q2 2024
Filed
Nov 1, 2024
SEC
Holdings of Pegasus Partners Ltd. in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464287150CORE S&P TTL STK1,453,610$182.6M17.1%+26,695+1.9%Added–
iShares Core S&P 500 ETF464287200ETF228,552$131.8M12.3%+5,117+2.3%Added–
iShares Russell Top 200 Growth ETF464289438ETF435,847$95.9M9.0%+38,148+9.6%Added–
iShares Tr464287689RUSSELL 3000 ETF233,983$76.4M7.2%−12,172−4.9%Reduced–
iShares Tr464289420RUS TP200 VL ETF859,955$69.9M6.5%+88,443+11.5%Added–
iShares Russell Midcap ETF464287499ETF748,362$66.0M6.2%−3,410−0.5%Reduced–
SPYSPDR S&P 500 ETF TrustETF55,458$31.8M3.0%−744−1.3%ReducedHistory
iShares Tr464289446RUS TOP 200 ETF220,310$30.9M2.9%+2,521+1.2%Added–
iShares Russell Mid-Cap Value ETF464287473ETF210,877$27.9M2.6%+15,779+8.1%Added–
iShares Tr4642886613 7 YR TREAS BD220,497$26.4M2.5%+20,318+10.1%Added–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW272,874$26.3M2.5%−6,986−2.5%Reduced–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL257,461$21.5M2.0%−11,043−4.1%Reduced–
iShares Core S&P Small Cap ETF464287804ETF138,929$16.2M1.5%−1,441−1.0%Reduced–
AAPLApple Inc.Stock69,229$16.1M1.5%−1,221−1.7%ReducedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF129,814$13.5M1.3%−20,264−13.5%Reduced–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50284,173$13.5M1.3%+31,318+12.4%Added–
iShares Russell 2000 ETF464287655ETF60,176$13.3M1.2%+2,261+3.9%Added–
iShares Core S&P Mid-Cap ETF464287507ETF191,509$11.9M1.1%−6,129−3.1%Reduced–
MSFTMicrosoft CorpStock26,567$11.4M1.1%+355+1.4%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF81,243$9.53M0.9%+2,814+3.6%Added–
iShares Russell 1000 Value ETF464287598ETF44,407$8.43M0.8%−2,494−5.3%Reduced–
Schwab U.S. Broad Market ETF808524102ETF124,098$8.25M0.8%−787−0.6%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF94,973$7.41M0.7%+534+0.6%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS121,095$7.15M0.7%+11,831+10.8%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF11,032$6.28M0.6%−93−0.8%ReducedHistory
GOOGAlphabet Inc.Stock35,994$6.02M0.6%−180.0%ReducedHistory
Vanguard S&P 500 ETF922908363ETF9,969$5.26M0.5%+456+4.8%Added–
VVisa Inc.Stock18,437$5.07M0.5%+1,121+6.5%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF13,284$4.99M0.5%−577−4.2%Reduced–
UNHUnitedHealth Group IncStock8,442$4.94M0.5%−695−7.6%ReducedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX49,548$4.43M0.4%+436+0.9%Added–
AMZNAmazon Com IncStock21,715$4.05M0.4%+3,385+18.5%AddedHistory
JPMJPMorgan Chase & CoStock17,388$3.67M0.3%+51+0.3%AddedHistory
NVDANVIDIA CorpStock28,748$3.49M0.3%+4,147+16.9%AddedHistory
BRK.BBerkshire Hathaway IncStock6,759$3.11M0.3%+230+3.5%AddedHistory
FASTFastenal CoStock39,566$2.83M0.3%00.0%UnchangedHistory
ACNAccenture plcStock7,806$2.76M0.3%−1,643−17.4%ReducedHistory
GOOGLAlphabet Inc.Stock14,789$2.45M0.2%−2,127−12.6%ReducedHistory
HDHome Depot, Inc.Stock6,014$2.44M0.2%−438−6.8%ReducedHistory
TJXTJX Companies IncStock19,505$2.29M0.2%+172+0.9%AddedHistory
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX8,756$2.22M0.2%00.0%Unchanged–
METAMeta Platforms, Inc.Stock3,345$1.91M0.2%+621+22.8%AddedHistory
USBUS Bancorp DECOM NEW41,610$1.90M0.2%−3,675−8.1%ReducedHistory
ADPAutomatic Data Processing IncStock6,781$1.88M0.2%−1,321−16.3%ReducedHistory
iShares Tr464287622RUS 1000 ETF5,440$1.71M0.2%00.0%Unchanged–
EXASExact Sciences CorpCOM21,179$1.44M0.1%00.0%UnchangedHistory
Vanguard World FD921910733ESG US STK ETF14,083$1.43M0.1%00.0%Unchanged–
INTUIntuit Inc.Stock2,260$1.40M0.1%−534−19.1%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock6,269$1.40M0.1%−1,967−23.9%ReducedHistory
PEPPepsiCo IncStock8,168$1.39M0.1%−2,227−21.4%ReducedHistory
SYKStryker CorpStock3,791$1.37M0.1%−1,290−25.4%ReducedHistory
LLYEli Lilly & CoStock1,516$1.34M0.1%+113+8.1%AddedHistory
BACBank of America CorpStock33,517$1.33M0.1%−7,295−17.9%ReducedHistory
JNJJohnson & JohnsonStock8,159$1.32M0.1%−1,772−17.8%ReducedHistory
LNTHLantheus Holdings, Inc.Stock12,000$1.32M0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock7,327$1.27M0.1%−1,766−19.4%ReducedHistory
MAMastercard IncStock2,438$1.20M0.1%−959−28.2%ReducedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF26,440$1.20M0.1%−3,339−11.2%Reduced–
SBUXStarbucks CorpStock12,242$1.19M0.1%−5,278−30.1%ReducedHistory
NFLXNetflix IncStock1,539$1.09M0.1%+300+24.2%AddedHistory
ZTSZoetis Inc.Stock5,528$1.08M0.1%−1,458−20.9%ReducedHistory
ABBVAbbVie Inc.Stock4,999$987.2K0.1%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF3,316$939.0K0.1%+3,316New–
PCTYPaylocity Holding CorpCOM5,654$932.7K0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF14,936$929.0K0.1%00.0%Unchanged–
ISRGIntuitive Surgical IncCOM NEW1,748$858.7K0.1%+231+15.2%AddedHistory
TXNTexas Instruments IncStock4,112$849.4K0.1%−1,732−29.6%ReducedHistory
ETNEaton Corp plcStock2,542$842.5K0.1%+320+14.4%AddedHistory
GBDCGolub Capital BDC, Inc.COM52,911$799.5K0.1%00.0%UnchangedHistory
WMWaste Management IncStock3,802$789.3K0.1%−1,168−23.5%ReducedHistory
Vanguard World FD921910840MEGA CAP VAL ETF6,020$772.2K0.1%00.0%Unchanged–
SHWSherwin Williams CoCOM1,988$758.8K0.1%−182−8.4%ReducedHistory
ABTAbbott LaboratoriesStock6,620$754.7K0.1%00.0%UnchangedHistory
Schwab U.S. Mid-Cap ETF808524508ETF8,980$746.1K0.1%00.0%Unchanged–
Schwab U.S. Large-Cap Value ETF808524409ETF9,131$733.9K0.1%00.0%Unchanged–
BRBroadridge Financial Solutions, Inc.Stock3,376$725.9K0.1%−1,203−26.3%ReducedHistory
MFCManulife Financial CorpCOM24,139$713.3K0.1%−118−0.5%ReducedHistory
ITWIllinois Tool Works IncStock2,586$677.7K0.1%−20−0.8%ReducedHistory
MCDMcDonalds CorpStock2,223$676.9K0.1%−728−24.7%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A8,550$659.9K0.1%00.0%UnchangedHistory
Vanguard World FD921910816MEGA GRWTH IND2,015$648.7K0.1%+218+12.1%Added–
MPLXMPLX LPCOM UNIT REP LTD14,420$641.1K0.1%00.0%UnchangedHistory
FISFidelity National Information Services, Inc.Stock7,560$633.1K0.1%−1,360−15.2%ReducedHistory
KLACKLA CorpCOM NEW816$631.9K0.1%−419−33.9%ReducedHistory
CRMSalesforce, Inc.Stock2,272$621.9K0.1%+270+13.5%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,005$621.7K0.1%+228+29.3%AddedHistory
FISVFiserv IncStock3,446$619.1K0.1%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock21,123$614.9K0.1%00.0%UnchangedHistory
GWWW.W. Grainger, Inc.Stock589$611.9K0.1%+100+20.4%AddedHistory
TMUST-Mobile US, Inc.Stock2,914$601.3K0.1%00.0%UnchangedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF10,428$596.7K0.1%+428+4.3%Added–
TSLATesla, Inc.Stock2,255$590.0K0.1%+289+14.7%AddedHistory
GEVGE Vernova Inc.Stock2,265$577.5K0.1%+814+56.1%AddedHistory
APHAmphenol CorpCL A8,843$576.2K0.1%−3,533−28.5%ReducedHistory
RTXRTX CorpStock4,475$542.2K0.1%+766+20.7%AddedHistory
EFXEquifax IncCOM1,834$538.9K0.1%−1,056−36.5%ReducedHistory
PANWPalo Alto Networks IncStock1,568$535.9K0.1%+335+27.2%AddedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,004$535.8K0.1%00.0%Unchanged–
CHDChurch & Dwight Co IncCOM5,100$534.1K0.1%−600−10.5%ReducedHistory
XOMExxonMobil Holdings CorpCOM4,391$514.8K<0.1%−450−9.3%ReducedHistory

Sold out since Q2 2024 (7)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Pegasus Partners Ltd. sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,772$619.6K0.1%–
Vanguard Morningstar Large-Cap ETF922908637ETF1,604$400.4K<0.1%–
TEAMAtlassian CorpCL A1,243$219.9K<0.1%History
Vanguard Ftse Developed Markets ETF921943858ETF4,393$217.1K<0.1%–
FICOFair Isaac CorpCOM143$212.9K<0.1%History
PMPhilip Morris International Inc.Stock2,058$208.5K<0.1%History
HTGCHercules Capital, Inc.COM9,907$202.6K<0.1%History