Mathes Company, Inc.: 13F holdings
CIK 13892232026Q2
| Positions | 129 |
|---|
| Reported value | $321.8m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 129 (+3 vs prior quarter) |
|---|
| Reported value | $321.8m (+17.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GEV GE Vernova Inc. | 17,389 | $20.4m | 6.3% |
| IGM Ishares North American Tech ETF | 123,235 | $20.2m | 6.3% |
| GOOGL Alphabet Inc. Class A | 43,299 | $15.5m | 4.8% |
| CAT Caterpillar Inc | 13,349 | $14.2m | 4.4% |
| NVDA Nvidia Corp. | 64,881 | $13.0m | 4.0% |
| AAPL Apple Inc. | 42,476 | $12.3m | 3.8% |
| VUG Vanguard Growth ETF | 127,650 | $11.0m | 3.4% |
| VTI Vanguard Total Stock Market ETF | 28,640 | $10.6m | 3.3% |
| GE GE Aerospace Trading | 28,154 | $10.5m | 3.3% |
| AMZN Amazon Com Inc | 42,705 | $10.2m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1389223")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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