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| Happy Holidays!! thanks for using AUM13F!! |
| The Mathes Company Inc
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| CRD # | 109288 |
| SEC # | 801-54747 |
| CIK # | 0001389223 |
| AUM | $336.8 M (2025-03-26) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 212-277-5553 |
| Address | 12 East 49th Street New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 5.2 | ||
| Parker Hannifin Corp | 5.1 | ||
| Deere & Co | 5.1 | ||
| Mastercard Inc | 4.7 | ||
| American Express Co | 4.6 | ||
| Westinghouse Air Brake Technologies Corp | 4.4 | ||
| Broadcom Inc | 4.2 | ||
| Okta Inc | 4.0 | ||
| GE Healthcare Technologies Inc | 3.4 | ||
| Salesforce Com Inc | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 216 | 336.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 216 | 336.8 |
| By Discretionary | ||
| Discretionary | 216 | 336.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 216 | 336.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.8 | |
| United States Persons | 325.9 | |
| Total | 216 | 336.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001389223] |
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Novak & Powell Financial Services Inc
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