Fund Holdings

Gifford Fong Associates

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)81,16981,169016,65320,6684.34%+4,015
SALESFORCE COM INC(CRM)43,00963,009+20,00011,72814,9333.14%+3,205
ALPHABET INC(GOOG)46,05546,05508,17011,2172.36%+3,047
OCCIDENTAL PETE CORP DEL(OXY)121,429171,429+50,0005,1018,1001.70%+2,999
ORACLE CORP(ORCL)37,25037,25008,14410,4762.20%+2,332
SHOPIFY INC(SHOP)70,00070,00008,07510,4032.19%+2,328
NVIDIA CORP(NVDA)276,210246,210-30,00043,63845,9389.65%+2,300
ALPHABET INC(GOOG)31,14031,14005,4887,5701.59%+2,082
INVESCO LTD(IVZ)255,393255,39304,0285,8591.23%+1,831
GENERAL ELECTRIC CO(GE)38,30138,30109,85811,5222.42%+1,664
ABBVIE INC(ABBV)27,90027,90005,1796,4601.36%+1,281
CITIGROUP INC(C)61,47161,47105,2326,2391.31%+1,007
ADVANCED MICRO DEVICES INC(AMD)48,31848,31806,8567,8171.64%+961
JOHNSON & JOHNSON(JNJ)28,90028,90004,4145,3591.13%+945
JPMORGAN CHASE & CO(JPM)35,29635,296010,23311,1332.34%+900
MICRON TECHNOLOGY INC(MU)19,80019,80002,4403,3130.70%+873
TESLA INC(TSLA)6,7826,78202,1543,0160.63%+862
GE VERNOVA INC(GEV)9,5759,57505,0675,8881.24%+821
CIENA CORP(CIEN)12,25512,25509971,7850.38%+788
INTEL CORP(INTC)66,39566,39501,4872,2280.47%+741
GOLDMAN SACHS GROUP INC(GS)8,0008,00005,6626,3711.34%+709
MICROSOFT CORP(MSFT)34,30234,302017,06217,7673.73%+705
CATERPILLAR INC DEL(CAT)7,8007,80003,0283,7220.78%+694
SYNCHRONY FINL(SYF)132,073132,07308,8159,3841.97%+569
TJX COS INC NEW(TJX)26,00026,00003,2113,7580.79%+547
MORGAN STANLEY(MS)30,00030,00004,2264,7691.00%+543
LOWES COS INC(LOW)15,32015,32003,3993,8500.81%+451
BERKSHIRE HATHAWAY INC DEL26,50026,500012,87313,3232.80%+450
LUMEN TECHNOLOGIES INC(LUMN)250,000250,00001,0951,5300.32%+435
FORD MTR CO DEL(F)345,157345,15703,7454,1280.87%+383
WALMART INC(WMT)65,55065,55006,4096,7561.42%+347
BANK NEW YORK MELLON CORP18,87218,87201,7192,0560.43%+337
WELLS FARGO CO NEW(WFC)88,05288,05207,0557,3811.55%+326
EXXON MOBIL CORP62,06662,06606,6916,9981.47%+307
CHEVRON CORP NEW(CVX)22,20022,20003,1793,4470.72%+268
PITNEY BOWES INC(PBI)511,059511,05905,5765,8311.23%+255
FIRST HORIZON NATL CORP(FHN)180,082180,08203,8184,0720.86%+254
RAYTHEON TECHNOLOGIES CORP(RTX)10,00010,00001,4601,6730.35%+213
CONOCOPHILLIPS(COP)41,28141,28103,7053,9050.82%+200
UNITED HEALTH GROUP INC(UNH)5,9185,91801,8462,0430.43%+197
SIMON PPTY GROUP INC NEW(SPG)7,0007,00001,1251,3140.28%+189
ALLSTATE CORP(ALL)13,80013,80002,7782,9620.62%+184
APA CORPORATION(APA)25,00025,00004576070.13%+150
PARKER HANNIFIN CORP(PH)2,5002,50001,7461,8950.40%+149
AMERICAN EXPRESS CO(AXP)11,00011,00003,5093,6540.77%+145
PNC FINL SVCS GROUP INC(PNC)10,00010,00001,8642,0090.42%+145
PFIZER INC(PFE)111,527111,52702,7032,8420.60%+139
DELL TECHNOLOGIES INC(DELL)6,9466,94608529850.21%+133
TRANSOCEAN LTD(RIG)250,000250,00006487800.16%+132
AFLAC INC(AFL)20,60020,60002,1722,3010.48%+129
WARNER BROS DISCOVERY INC(WBD)13,76013,76001582690.06%+111
ITT INC(ITT)5,0005,00007848940.19%+110
MERCK & CO INC(MRK)22,90022,90001,8131,9220.40%+109
PEPSICO INC(PEP)13,00013,00001,7171,8260.38%+109
DEUTSCHE BANK AG15,00015,00004395310.11%+92
GLOBE LIFE INC4,5004,50005596430.14%+84
HERSHEY CO(HSY)4,0004,00006647480.16%+84
BIOGEN INC(BIIB)5,7505,75007228050.17%+83
TRAVELERS COMPANIES INC(TRV)7,0007,00001,8731,9550.41%+82
MASTERCARD INCORPORATED(MA)11,82911,82906,6476,7281.41%+81
ZOOM VIDEO COMMUNICATIONS IN(ZM)15,00015,00001,1701,2380.26%+68
BANK AMER CORP15,14715,14707177810.16%+64
LOEWS CORP(L)6,7006,70006146730.14%+59
BOEING CO(BA)8,7358,73501,8301,8850.40%+55
VERIZON COMMUNICATIONS INC(VZ)67,26367,26302,9102,9560.62%+46
DUPONT DE NEMOURS INC(DD)4,6654,66503203630.08%+43
AMGEN INC(AMGN)13,60913,60903,8003,8400.81%+40
KEYCORP NEW(KEY)30,00030,00005235610.12%+38
US BANCORP DEL(USB)12,00012,00005435800.12%+37
QUALCOMM INC(QCOM)5,0005,00007968320.17%+36
HALLIBURTON CO(HAL)8,0008,00001631970.04%+34
W R BERKLEY CORPORATION10,12510,12507447760.16%+32
ANALOG DEVICES INC(ADI)4,0004,00009529830.21%+31
METLIFE INC(MET)15,00015,00001,2061,2360.26%+30
3M CO(MMM)9,7509,75001,4841,5130.32%+29
GE HEALTHCARE TECHNOLOGIES I(GEHC)19,01219,01201,4081,4280.30%+20
STANLEY BLACK & DECKER INC(SWK)3,0003,00002032230.05%+20
AMAZON COM INC(AMZN)96,79396,793021,23521,2534.47%+18
NUCOR CORP(NUE)3,0003,00003894060.09%+17
BLACKBERRY LTD(BB)50,00050,00002292440.05%+15
VIATRIS INC(VTRS)15,47615,47601381530.03%+15
CVS HEALTH CORP(CVS)1,6751,67501161260.03%+10
NOV INC(NOV)12,00012,00001491590.03%+10
SHERWIN WILLIAMS CO(SHW)3,0003,00001,0301,0390.22%+9
PINNACLE WEST CAP CORP(PNW)30,00030,00002,6842,6900.57%+6
GILEAD SCIENCES INC(GILD)9,0009,00009989990.21%+1
EMERSON ELEC CO(EMR)178178024230.00%-1
SOLVENTUM CORP(SOLV)2,4382,437-11851780.04%-7
WABTEC CORP(WAB)1,8061,80603783620.08%-16
NIKE INC(NKE)15,00015,00001,0661,0460.22%-20
BAUSCH HEALTH COS INC100,000100,00006666450.14%-21
PUBLIC STORAGE(PSA)5,0005,00001,4671,4440.30%-23
CISCO SYS INC(CSCO)26,54026,54001,8411,8160.38%-25
DOW INC(DOW)9,8289,82802602250.05%-35
ABBOTT LABS19,40019,40002,6392,5980.55%-41
BRISTOL MYERS SQUIBB CO(BMY)35,89935,89901,6621,6190.34%-43
EOG RES INC(EOG)6,0006,00007186730.14%-45
INTERNATIONAL FLAVORS&FRAGRA(IFF)3,7073,70702732280.05%-45
PRUDENTIAL FINL INC(PFH)13,50013,50001,4501,4000.29%-50
AT&T INC(T)93,68993,68902,7112,6460.56%-65
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