Pegasus Partners 13F annual report (2024)

Pegasus Partners is an investment fund managing more than $856 billion ran by Stacy Berg. There are currently 110 companies in Mrs. Berg’s portfolio. The largest investments include Ishares Tr and Spdr Sp 500 Etf Tr, together worth $602 billion.

Limited to 30 biggest holdings

$856 billion Assets Under Management (AUM)

As of 5th February 2024, Pegasus Partners’s top holding is 4,324,847 shares of Ishares Tr currently worth over $575 billion and making up 67.1% of the portfolio value. In addition, the fund holds 57,770 shares of Spdr Sp 500 Etf Tr worth $27.5 billion. The third-largest holding is Vanguard Scottsdale Fds worth $52 billion and the next is Apple Inc worth $15.5 billion, with 80,280 shares owned.

Currently, Pegasus Partners's portfolio is worth at least $856 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Pegasus Partners

The Pegasus Partners office and employees reside in Mequon, Wisconsin. According to the last 13-F report filed with the SEC, Stacy Berg serves as the Senior Operations Associate at Pegasus Partners.

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