Fund Holdings

Mathes Company, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
GE Vernova Inc.(GEV)17,39717,407+1011,37015,1955.55%+3,825
Oshkosh Corp.(OSK)024,885+24,88503,6631.34%+3,663
Caterpillar Inc(CAT)13,41413,354-607,6849,4613.46%+1,777
Valero Energy Corp.(VLO)17,59518,085+4902,8644,4681.63%+1,604
Blackrock Muniholdings Fd0101,298+101,29801,1430.42%+1,143
Deere & Co(DE)10,15710,382+2254,7295,8482.14%+1,119
EOG Resources Inc.(EOG)21,39522,145+7502,2463,2021.17%+956
Wabtec(WAB)21,53521,985+4504,5975,4942.01%+897
Evergy Inc.(EVRG)41,00042,450+1,4502,9723,4781.27%+506
Servicenow Inc.(NOW)2,7008,800+6,1004149200.34%+506
Netflix Inc(NFLX)11,48015,910+4,4301,0761,5300.56%+454
Coca Cola Co.(KO)37,08339,708+2,6252,5923,0201.10%+428
Exxon Mobil Corp.4,6755,375+7005639120.33%+349
Bloom Energy Corp.02,000+2,00002710.10%+271
Oneok Inc.(OKE)02,675+2,67502420.09%+242
Johnson & Johnson(JNJ)1,9832,641+6584106460.24%+236
Cheniere Energy, Inc.(LNG)0800+80002270.08%+227
Parker Hannifin Corp.(PH)7,4937,603+1106,5866,8072.49%+221
Altria Group Inc.(MO)03,200+3,20002110.08%+211
Corning Inc.(GLW)3,3003,585+2852894870.18%+198
Energy Select Sector SPDR ETF
ST STR ENERG ETF
12,00012,00005377350.27%+198
Costco Wholesale Corp(COST)1,3991,404+51,2061,3990.51%+193
Schlumberger Ltd.(SLB)14,10014,10005417250.26%+184
Northwestern Energy Group Inc.(NWE)54,65556,255+1,6003,5273,7091.36%+182
Pfizer Inc(PFE)48,62348,62301,2111,3650.50%+154
Iron Mountain Inc.(IRM)7,5507,400-1506267560.28%+130
Consolidated Edison(ED)8,5338,53308479660.35%+119
State Street Corp.(STT)21,26522,500+1,2352,7432,8481.04%+105
Gilead Sciences Inc(GILD)5,5005,50006757670.28%+92
Emerson Electric Co.(EMR)21,66522,565+9002,8752,9561.08%+81
Ishares US Preferred Stock ETF50,35053,850+3,5001,5591,6330.60%+74
Amgen Inc(AMGN)3,1053,095-101,0161,0890.40%+73
Merck & Co New(MRK)4,9254,915-105185910.22%+73
Entergy Corp.(ETR)3,3003,30003053710.14%+66
Vaneck Semiconductor ETF
SEMICONDUCTR ETF
2,5552,55509209800.36%+60
EQT Corporation(EQT)5,7425,74203083650.13%+57
Lam Research Corp.(LRCX)1,3401,34002292860.10%+57
American Electrical Power Inc3,5003,50004044590.17%+55
SPDR Ser Tr S&P Dividend
ST STR SP DIV
7,7407,74001,0771,1300.41%+53
Southern Company(SO)5,4505,45004755260.19%+51
SPDR Gold Trust(GLD)1,4951,49505926430.23%+51
Huntington Bancshares Inc.(HBAN)12,25016,750+4,5002132620.10%+49
SPDR Fd Utilities
ST STR UTIL ETF
13,40013,40005726150.22%+43
Immix Biopharma Inc.10,65010,650056970.04%+41
Consumer Staples Select Sector SPDR
ST STR STAPL ETF
9,0509,05007037420.27%+39
Freeport-McMoran Inc.(FCX)4,1504,15002112440.09%+33
Raytheon Technologies Corp.(RTX)2,9532,95305425700.21%+28
Vanguard High Div Yield5,2755,27507577810.29%+24
SPDR S&P Biotech ETF
ST STR SP BIOT
3,4703,47004234430.16%+20
Ishares Russell 2000 ETF9,0309,03002,2232,2390.82%+16
Dominion Energy Inc.(D)3,5003,50002052160.08%+11
Ishares Russell Mid-Cap Value ETF2,5002,50003533640.13%+11
Vanguard FTSE All-Wrd Ex-US6,9506,95005115220.19%+11
Procter & Gamble Co.(PG)4,0004,00005735780.21%+5
Eaton Vance Muni Bond Fund121,734121,73401,1811,1860.43%+5
Nuveen NY AMT-Free Quality Incm.(NRK)23,00023,00002322350.09%+3
Invesco S&P 500 Equal Weight ETF
S&P500 EQL WGT
3,1003,10005945950.22%+1
Rivernorth Flexible Municipal Incm Fd II34,00034,00004304300.16%0
Ishares S&P 500 Value ETF95095002012010.07%0
SPDR Portfolio Short Term Corp. Bond Fund
ST SHOR CORP ETF
10,00010,00003023010.11%-1
JP Morgan Core Plus Bond ETF
CORE PLUS BD ETF
5,0005,00002372350.09%-2
Vanguard Mid-Cap ETF1,2701,27003693650.13%-4
Blackrock Muniyield New York Quality Fd20,00020,00001981920.07%-6
Citigroup Corp.(C)2,1002,10002452380.09%-7
Angel Oak DFS Inc TR15,72815,72802082010.07%-7
Sysco Corp.(SYY)3,9003,90002872780.10%-9
Blackrock Science and Technology Term Tr(BSTZ)19,70019,70004454360.16%-9
Nuveen Muni Value Fund Inc.(NUV)145,000145,00001,3141,3040.48%-10
Abbvie Inc.(ABBV)1,0001,00002282170.08%-11
Pimco Dynamic Income Fd(PDI)18,47418,47403273160.12%-11
Vanguard Extended Market ETF3,3503,35007016890.25%-12
JP Morgan Chase & Co Prfrd Ser D(JPM)17,20017,20004294160.15%-13
Flaherty & Crumrine Dynamic Pfd18,00018,00003743610.13%-13
Nuveen AMT-Free Municipal Credit Incm Fd.(NVG)51,50051,50006526350.23%-17
Duke Energy Corp Dep 5.75(DUK)26,14526,14506536350.23%-18
First Trust Intermediate Duration Pfd Incm.(FPF)18,25018,25003403220.12%-18
Pimco Access Income Fund22,00022,00003373170.12%-20
Ishares Morningstar Growth ETF2,5002,50002602390.09%-21
Ishares S&P 500 Growth ETF2,3002,30002832600.09%-23
Verizon Communications Inc.(VZ)21,70017,100-4,6008848580.31%-26
Boeing Company(BA)1,0961,046-502382080.08%-30
First Trust DJ Internet Index1,0001,00002692340.09%-35
Nuveen Preferred & Income Securities Fd73,89673,89605995570.20%-42
Ishares Dow Jones US ETF6,9006,90001,1441,0930.40%-51
Financial Sector SPDR ETF
ST STR FINL ETF
9,8009,80005374840.18%-53
Abbott Labs2,4932,49303122560.09%-56
3M Company(MMM)4,1254,12506605990.22%-61
Alnylam Pharmaceuticals(ALNY)1,1551,15504593820.14%-77
Vanguard Mid Cap Growth ETF3,8203,82001,0669830.36%-83
Disney Walt Co(DIS)4,8054,80505474630.17%-84
Eli Lilly & Co(LLY)58258206255350.20%-90
Alphabet Inc. Class C(GOOG)3,4913,49101,0951,0010.37%-94
Ishares North American Tech Software ETF4,3254,525+2004573620.13%-95
Blackstone Group LP2,5102,443-673872810.10%-106
Capital One Finl Corp(COF)1,8001,80004363280.12%-108
SPDR S&P 500 ETF Trust(SPY)4,2804,28002,9192,7831.02%-136
Ishares US Medical Devices ETF16,57016,57001,0308840.32%-146
Invesco QQQ Trust, Series 13,2103,135-751,9721,8090.66%-163
AT&T Corp(T)83,16965,144-18,0252,0661,8890.69%-177
State Street Health Care Select SCTR SPDR
ST STR CARE ETF
1,3000-1,3002010-201
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