MC

Mathes Company, Inc.

13F
Mathes Company, Inc.
Last update 2025-05-01 117 Stocks (4 new)
Value $243.00 Mil Turnover 5 %
Countries:
Top Holdings: IGM(5.43%)AAPL(4.36%)AMZN(3.43%)VUG(3.24%)NVDA(3.03%)
Summary Stock Picks Current Portfolio
Mathes Company, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IGM 		iShares Expanded Tech Sector ETF
145,499
13,190.0
-4.79%
5.430
-0.27%
0.250
-4.35%
+1.34%
6,026.5
 
AAPL 		Apple Inc
47,693
10,590.0
-17.70%
4.360
-0.95%
0.000
-14.63%
-16.43%
3,118,301.8
Hardware
AMZN 		Amazon.com Inc
43,717
8,320.0
-18.80%
3.430
-0.82%
0.000
-9.03%
-6.03%
2,188,667.2
Retail - Cyclical
VUG 		Vanguard Growth ETF
21,220
7,870.0
-1.85%
3.240
-0.06%
0.010
-2.71%
+1.36%
144,783.4
 
NVDA 		NVIDIA Corp
67,906
7,360.0
-24.75%
3.030
-1.10%
0.000
-2.62%
+0.96%
3,306,221.1
Semiconductors
VTI 		Vanguard Total Stock Market ETF
26,140
7,180.0
0%
2.960
0%
0.000
-3.06%
+1.39%
442,273.1
 
GOOGL 		Alphabet Inc
46,104
7,130.0
-4.31%
2.940
-0.14%
0.000
-10.01%
-11.92%
2,028,181.9
Interactive Media
IGV 		iShares Expanded Tech-Software Sector ETF
66,325
5,900.0
-4.12%
2.430
-0.11%
0.060
-0.94%
+4.81%
12,094.6
 
GE 		GE Aerospace
29,060
5,820.0
-13.12%
2.400
-0.27%
0.000
+11.98%
+41.33%
250,910.1
Aerospace & Defense
JPM 		JPMorgan Chase & Co
23,158
5,680.0
-2.81%
2.340
-0.06%
0.000
-4.56%
+11.76%
736,126.5
Banks

Mathes Company, Inc.'s Historical Top Holdings Breakdowns

Mathes Company, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
OKTA 		Okta Inc2025-03-31New Buy
+1.80%
●
78.83 ($97.68) 116.72
$126.44
29.44%
New holding
41,640
41,640
AVGO 		Broadcom Inc2025-03-31New Buy
+1.10%
●
167.43 ($211.65) 244.7
$230.63
8.97%
New holding
15,935
15,935
NVDA 		NVIDIA Corp2025-03-31Reduce
-1.10%
●
106.98 ($126.74) 149.43
$135.57
6.97%
Reduce -24.75%
67,906
-22,339
CRM 		Salesforce Inc2025-03-31Add
+1.09%
●
268.36 ($311.03) 359.95
$287.63
-7.52%
Add 396.89%
12,298
9,823
APD 		Air Products & Chemicals Inc2025-03-31Sold Out
-0.99%
●
283.24 ($308.4) 338.07
$277.33
-10.07%
Sold Out
0
-9,279
AAPL 		Apple Inc2025-03-31Reduce
-0.95%
●
209.68 ($231.67) 247.1
$208.78
-9.88%
Reduce -17.7%
47,693
-10,258
AMZN 		Amazon.com Inc2025-03-31Reduce
-0.82%
●
190.26 ($217) 242.06
$206.16
-5.00%
Reduce -18.8%
43,717
-10,123
GEV 		GE Vernova Inc2025-03-31Reduce
-0.54%
●
270.13 ($348.71) 437.71
$446.60
28.07%
Reduce -19.71%
18,212
-4,470
COST 		Costco Wholesale Corp2025-03-31Reduce
-0.36%
●
890.62 ($974.97) 1076.86
$1,034.34
6.09%
Reduce -43.17%
1,406
-1,068
GXO 		GXO Logistics Inc2025-03-31Sold Out
-0.36%
●
36.31 ($41.76) 46.18
$41.78
0.05%
Sold Out
0
-22,450

Mathes Company, Inc. Total Holding History ($B)

To

Mathes Company, Inc.'s Asset Allocation

To

Mathes Company, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mathes Company, Inc.'s Hypothetical Growth since 2025-03-31

Mathes Company, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Mathes Company, Inc.'s Holdings Heat Map

Size field:

Mathes Company, Inc.'s Holdings Bubble Chart

Mathes Company, Inc. News

  • 1

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