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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) |
|---|
| CIK | Period |
|---|---|
| 0001389223 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 5.2 | ||
| Parker Hannifin Corp | 5.1 | ||
| Deere & Co | 5.1 | ||
| Mastercard Inc | 4.7 | ||
| American Express Co | 4.6 | ||
| Westinghouse Air Brake Technologies Corp | 4.4 | ||
| Broadcom Inc | 4.2 | ||
| Okta Inc | 4.0 | ||
| GE Healthcare Technologies Inc | 3.4 | ||
| Salesforce Com Inc | 3.4 | ||
| Procter & Gamble Co | 3.3 | ||
| PepsiCo Inc | 3.0 | ||
| Evergy Inc | 2.8 | ||
| Northwestern Energy Group Inc | 2.8 | ||
| Emerson Electric Co | 2.8 | ||
| Fedex Corp | 2.8 | ||
| Danaher Corp /DE/ | 2.7 | ||
| Coca Cola Co | 2.6 | ||
| AT&T Inc | 2.6 | ||
| EOG Resources Inc | 2.5 | ||
| Valero Energy Corp/Tx | 2.4 | ||
| State Street Corp | 2.2 | ||
| McCormick & Co Inc | 2.0 | ||
| Bank of America Corp /DE/ | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($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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TX | 0.3 |
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VA | 0.3 |
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0.3 | |
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ICW Investment Advisors LLC
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Family Wealth Advisory Group LLC
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MB Generational Wealth LLC
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Novak & Powell Financial Services Inc
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