Fund HoldingsGifford Fong Associates

Total Portfolio Value
$501.4K
Total Bought
$9.4K
Total Sold
$0
Net Transaction
+$9.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)48,31858,318+10,0008122.49%+5
SALESFORCE COM INC(CRM)63,00973,009+10,00015193.86%+4
ALPHABET INC(GOOG)46,05546,055011142.88%+3
MICRON TECHNOLOGY INC(MU)19,80019,8000361.13%+2
ALPHABET INC(GOOG)31,14031,14008101.94%+2
SYNCHRONY FINL(SYF)132,073132,07309112.20%+2
APPLE INC(AAPL)81,16981,169021224.40%+1
AMAZON COM INC(AMZN)96,79396,793021224.46%+1
CIENA CORP(CIEN)12,25512,2550230.57%+1
CITIGROUP INC(C)61,47161,4710671.43%+1
SHOPIFY INC(SHOP)70,00070,000010112.25%+1
INVESCO LTD(IVZ)255,393255,3930671.34%+1
WELLS FARGO CO NEW(WFC)88,05288,0520781.64%+1
CATERPILLAR INC DEL(CAT)7,8007,8000440.89%+1
GOLDMAN SACHS GROUP INC(GS)8,0008,0000671.40%+1
JOHNSON & JOHNSON(JNJ)28,90028,9000561.19%+1
AMGEN INC(AMGN)13,60913,6090440.89%+1
MORGAN STANLEY(MS)30,00030,0000551.06%+1
WALMART INC(WMT)65,55065,5500771.46%+1
MERCK & CO INC(MRK)22,90022,9000220.48%0
EXXON MOBIL CORP62,06662,0660771.49%0
AMERICAN EXPRESS CO(AXP)11,00011,0000440.81%0
LUMEN TECHNOLOGIES INC(LUMN)250,000250,0000220.39%0
FORD MTR CO DEL(F)345,157345,1570450.90%0
GE VERNOVA INC(GEV)9,5759,5750661.25%0
BRISTOL MYERS SQUIBB CO(BMY)35,89935,8990220.39%0
PARKER HANNIFIN CORP(PH)2,5002,5000220.44%0
GENERAL ELECTRIC CO(GE)38,30138,301012122.35%0
TRANSOCEAN LTD(RIG)250,000250,0000110.21%0
JPMORGAN CHASE & CO(JPM)35,29635,296011112.27%0
TJX COS INC NEW(TJX)26,00026,0000440.80%0
FIRST HORIZON NATL CORP(FHN)180,082180,0820440.86%0
CISCO SYS INC(CSCO)26,54026,5400220.41%0
INTEL CORP(INTC)66,39566,3950220.49%0
BIOGEN INC(BIIB)5,7505,7500110.20%0
QNITY ELECTRONICS INC(Q)02,332+2,332000.04%0
UNITED PARCEL SERVICE INC(UPS)011,800+11,800010.23%+1
SOLSTICE ADVANCED MATLS INC(SOLS)03,525+3,525000.03%0
INTERNATIONAL BUSINESS MACHS(IBM)011,900+11,900040.70%+4
VISA INC(V)017,375+17,375061.22%+6
RAYTHEON TECHNOLOGIES CORP(RTX)10,00010,0000220.37%0
BANK NEW YORK MELLON CORP18,87218,8720220.44%0
AMERICAN INTL GROUP INC019,100+19,100020.33%+2
COCA COLA CO(KO)037,000+37,000030.52%+3
GE HEALTHCARE TECHNOLOGIES I(GEHC)19,01219,0120120.31%0
WARNER BROS DISCOVERY INC(WBD)13,76013,7600000.08%0
PRUDENTIAL FINL INC(PFH)13,50013,5000120.30%0
FRANKLIN RES INC(BEN)0140,480+140,480030.67%+3
GILEAD SCIENCES INC(GILD)9,0009,0000110.22%0
ANALOG DEVICES INC(ADI)4,0004,0000110.22%0
NUCOR CORP(NUE)3,0003,0000000.10%0
PNC FINL SVCS GROUP INC(PNC)10,00010,0000220.42%0
TRAVELERS COMPANIES INC(TRV)7,0007,0000220.40%0
US BANCORP DEL(USB)12,00012,0000110.13%0
KEYCORP NEW(KEY)30,00030,0000110.12%0
ZOOM VIDEO COMMUNICATIONS IN(ZM)15,00015,0000110.26%0
BANK AMER CORP15,14715,1470110.17%0
BAUSCH HEALTH COS INC100,000100,0000110.14%0
DEERE & CO(DE)05,900+5,900030.55%+3
3M CO(MMM)9,7509,7500220.31%0
DEUTSCHE BANK AG
NAMEN AKT
15,00015,0000110.12%0
PEPSICO INC(PEP)13,00013,0000220.37%0
VIATRIS INC(VTRS)15,47615,4760000.04%0
TESLA INC(TSLA)6,7826,7820330.61%0
LOEWS CORP(L)6,7006,7000110.14%0
HALLIBURTON CO(HAL)8,0008,0000000.05%0
NOV INC(NOV)12,00012,0000000.04%0
MASTERCARD INCORPORATED(MA)11,82911,8290771.35%0
QUALCOMM INC(QCOM)5,0005,0000110.17%0
WABTEC CORP(WAB)1,8061,8060000.08%0
INTERNATIONAL FLAVORS&FRAGRA(IFF)3,7073,7070000.05%0
SOLVENTUM CORP(SOLV)2,4372,4370000.04%0
BOEING CO(BA)8,7358,7350220.38%0
CVS HEALTH CORP(CVS)1,6751,6750000.03%0
APA CORPORATION(APA)25,00025,0000110.12%0
DOW INC(DOW)9,8289,8280000.05%0
EMERSON ELEC CO(EMR)1781780000.00%0
STANLEY BLACK & DECKER INC(SWK)3,0003,0000000.04%0
BERKSHIRE HATHAWAY INC DEL26,50026,500013132.66%-0
CORTEVA INC(CTVA)09,828+9,828010.13%+1
COLGATE PALMOLIVE CO(CL)010,400+10,400010.16%+1
STARBUCKS CORP(SBUX)021,000+21,000020.35%+2
GLOBE LIFE INC4,5004,5000110.13%-0
SIMON PPTY GROUP INC NEW(SPG)7,0007,0000110.26%-0
HERSHEY CO(HSY)4,0004,0000110.15%-0
NVIDIA CORP(NVDA)246,210246,210046469.16%-0
HORMEL FOODS CORP(HRL)020,000+20,000000.09%0
ITT INC(ITT)5,0005,0000110.17%-0
DISNEY WALT CO(DIS)036,407+36,407040.83%+4
AFLAC INC(AFL)20,60020,6000220.45%-0
PINNACLE WEST CAP CORP(PNW)30,00030,0000330.53%-0
CONOCOPHILLIPS(COP)41,28141,2810440.77%-0
EOG RES INC(EOG)6,0006,0000110.13%-0
METLIFE INC(MET)15,00015,0000110.24%-0
BLACKBERRY LTD(BB)50,00050,0000000.04%-0
CHEVRON CORP NEW(CVX)22,20022,2000330.67%-0
PFIZER INC(PFE)111,527111,5270330.55%-0
W R BERKLEY CORPORATION10,12510,1250110.14%-0
SHERWIN WILLIAMS CO(SHW)3,0003,0000110.19%-0
CARRIER GLOBAL CORPORATION(CARR)010,000+10,000010.11%+1
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