Institutions / Mathes Company, Inc.
Mathes Company, Inc.
CIK 1389223 · Institution · as of Mar 31, 2026
Portfolio value
$273.7K
Positions
126
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$273.7K-2.4%Positions
126+0.0%Top holdings
Mar 31, 2026View all 126 →
| Company | Value | % of portfolio |
|---|---|---|
| GE Vernova Inc. | $15.2K | 5.6% |
| Ishares North American Tech ETF | $14.6K | 5.3% |
| Alphabet Inc. | $12.3K | 4.5% |
| NVIDIA Corp | $11.3K | 4.1% |
| Apple Inc. | $10.6K | 3.9% |
| Caterpillar Inc | $9.5K | 3.5% |
| Vanguard Growth ETF | $9.3K | 3.4% |
| Vanguard Total Stock Market ETF | $9.2K | 3.4% |
| Amazon.com Inc | $8.5K | 3.1% |
| General Electric Co | $8.0K | 2.9% |
| Ishares Russell 1000 Growth ETF | $6.8K | 2.5% |
| Parker-Hannifin Corp | $6.8K | 2.5% |
| JPMorgan Chase & Co | $6.6K | 2.4% |
| Deere & Co | $5.8K | 2.1% |
| Vanguard Mega Cap Growth ETF | $5.8K | 2.1% |
| Westinghouse Air Brake Technologies Corp | $5.5K | 2.0% |
| SPDR Fd Technology | $5.2K | 1.9% |
| Microsoft Corp | $5.1K | 1.9% |
| Broadcom Inc. | $4.9K | 1.8% |
| American Express Co | $4.6K | 1.7% |
| Valero Energy Corp | $4.5K | 1.6% |
| Mastercard Inc | $3.8K | 1.4% |
| NorthWestern Energy Group, Inc. | $3.7K | 1.4% |
| Oshkosh Corp | $3.7K | 1.3% |
| Evergy, Inc. | $3.5K | 1.3% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Oshkosh Corp Common stock | $3.7K | +25K | 24,885 1.34% of portfolio | low |
| Q1 2026 as of | Exit | Okta, Inc. Common stock | $-3.4K | -40K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Salesforce Inc Common stock | $-2.0K | -11K -87.22% | 1,600 0.11% of portfolio | low |
| Q1 2026 as of | New | MHD BlackRock Muniholdings Fund, Inc. Closed-End Fund | $1.1K | +101K | 101,298 0.42% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-1.0K | -6K -30.29% | 14,922 0.85% of portfolio | low |
| Q1 2026 as of | Exit | 09248F109 Common stock | $-817 | -82K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 922908637 Common stock | $-747 | -3K -22.81% | 8,461 0.92% of portfolio | low |
| Q1 2026 as of | Add | ServiceNow Inc Common stock | $638 | +6K +225.93% | 8,800 0.34% of portfolio | low |
| Q1 2026 as of | Trim | AT&T Inc. Common stock | $-523 | -18K -21.67% | 65,144 0.69% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-490 | -2K -3.83% | 42,849 4.50% of portfolio | low |