Top 50 Mathes Company, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GEV | GE Vernova Inc. | 5.55% | 17.4K | $15.2M | +0.06%(+10) | $194.89(+471.14%) | 2026-03-31 | |
| IGM | Ishares North American Tech ETF | 5.34% | 123.2K | $14.6M | -0.06%(-80) | $22.73(+590.04%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. Class A | 4.5% | 42.8K | $12.3M | -3.83%(-1.71K) | $34.30(+949.29%) | 2026-03-31 | |
| NVDA | Nvidia Corp. | 4.14% | 65.0K | $11.3M | -0.07%(-48) | $8.21(+2274.46%) | 2026-03-31 | |
| AAPL | Apple Inc. | 3.86% | 41.6K | $10.6M | +0.24%(+100) | $37.25(+728.44%) | 2026-03-31 | |
| CAT | Caterpillar Inc | 3.46% | 13.4K | $9.5M | -0.45%(-60) | $78.85(+1121.91%) | 2026-03-31 | |
| VUG | Vanguard Growth ETF | 3.4% | 21.3K | $9.3M | +0.00%(+0) | $19.79(+332.09%) | 2026-03-31 | |
| VTI | Vanguard Total Stock Market ETF | 3.36% | 28.6K | $9.2M | +0.00%(+0) | $135.95(+171.25%) | 2026-03-31 | |
| AMZN | Amazon Com Inc | 3.1% | 40.8K | $8.5M | +0.70%(+285) | $12.41(+1855.78%) | 2026-03-31 | |
| GE | GE Aerospace Trading | 2.93% | 28.3K | $8.0M | -0.59%(-167) | $62.39(+505.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.01% | +95.36% |
| Top 20 Holdings Unweighted | +24.72% | +94.01% |
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