Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mathes Company, Inc. (CIK 1389223) reported $273.7M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GEV ($15.2M, 5.55%), IGM ($14.6M, 5.34%), GOOGL ($12.3M, 4.50%), NVDA ($11.3M, 4.14%), AAPL ($10.6M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc. | $15.2M | 5.55% | 17,407 | Added |
| 2 | IGM | Ishares North American Tech ETF | $14.6M | 5.34% | 123,235 | Trimmed |
| 3 | GOOGL | Alphabet Inc. Class A | $12.3M | 4.50% | 42,849 | Trimmed |
| 4 | NVDA | Nvidia Corp. | $11.3M | 4.14% | 64,964 | Trimmed |
| 5 | AAPL | Apple Inc. | $10.6M | 3.86% | 41,592 | Added |
| 6 | CAT | Caterpillar Inc | $9.5M | 3.46% | 13,354 | Trimmed |
| 7 | VUG | Vanguard Growth ETF | $9.3M | 3.40% | 21,275 | Hold |
| 8 | VTI | Vanguard Total Stock Market ETF | $9.2M | 3.36% | 28,640 | Hold |
| 9 | AMZN | Amazon Com Inc | $8.5M | 3.10% | 40,755 | Added |
| 10 | GE | GE Aerospace Trading | $8.0M | 2.93% | 28,254 | Trimmed |
| 11 | IWF | Ishares Russell 1000 Growth ETF | $6.8M | 2.49% | 16,000 | Hold |
| 12 | PH | Parker Hannifin Corp. | $6.8M | 2.49% | 7,603 | Added |
| 13 | JPM | JP Morgan Chase & Co | $6.6M | 2.41% | 22,401 | Added |
| 14 | DE | Deere & Co | $5.8M | 2.14% | 10,382 | Added |
| 15 | MGK | Vanguard Mega Cap Growth ETF | $5.8M | 2.12% | 15,790 | Hold |
| 16 | WAB | Wabtec | $5.5M | 2.01% | 21,985 | Added |
| 17 | XLK | SPDR Fd Technology | $5.2M | 1.91% | 39,300 | Hold |
| 18 | MSFT | Microsoft Corp | $5.1M | 1.85% | 13,699 | Added |
| 19 | AVGO | Broadcom Inc. | $4.9M | 1.78% | 15,775 | Added |
| 20 | AXP | American Express Co. | $4.6M | 1.69% | 15,285 | Added |
| 21 | VLO | Valero Energy Corp. | $4.5M | 1.63% | 18,085 | Added |
| 22 | MA | Mastercard Inc. | $3.8M | 1.39% | 7,594 | Added |
| 23 | NWE | Northwestern Energy Group Inc. | $3.7M | 1.36% | 56,255 | Added |
| 24 | OSK | Oshkosh Corp. | $3.7M | 1.34% | 24,885 | New |
| 25 | EVRG | Evergy Inc. | $3.5M | 1.27% | 42,450 | Added |
Source: SEC Form 13F filings · as of 2026-03-31