Gifford Fong Associates Top Holdings and 13F Report (2025)

About Gifford Fong Associates

Investment Activity

Gifford Fong Associates has $434.33 thousand in total holdings as of June 30, 2025.
Gifford Fong Associates owns shares of 123 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 0.25% of the portfolio was purchased this quarter.
About 3.36% of the portfolio was sold this quarter.
This quarter, Gifford Fong Associates has purchased 126 new stocks and bought additional shares in 1 stock.
Gifford Fong Associates sold shares of 6 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

NVIDIA: $43,638
Amazon.com: $21,235
Microsoft: $17,062
Apple: $16,653
Meta Platforms: $16,607

Largest Purchases this Quarter

Occidental Petroleum: 26,250 shares (about $1.10K)

Largest Sales this Quarter

NVIDIA: 25,000 shares (about $3.95K)
Gilead Sciences: 25,000 shares (about $2.77K)
AT&T: 50,000 shares (about $1.45K)
Verizon Communications: 25,000 shares (about $1.08K)
Deutsche Bank Aktiengesellschaft: 30,000 shares (about $878.00)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$43,638	$3,950 ▼	-8.3%	276,210	10.0%	Computer and Technology
AMZN Amazon.com	$21,235		0.0%	96,793	4.9%	Retail/Wholesale
MSFT Microsoft	$17,062		0.0%	34,302	3.9%	Computer and Technology
AAPL Apple	$16,653		0.0%	81,169	3.8%	Computer and Technology
META Meta Platforms	$16,607		0.0%	22,500	3.8%	Computer and Technology
BRK.B Berkshire Hathaway	$12,873		0.0%	26,500	3.0%	Finance
CRM Salesforce	$11,728		0.0%	43,009	2.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$10,233		0.0%	35,296	2.4%	Finance
GE GE Aerospace	$9,858		0.0%	38,301	2.3%	Aerospace
SYF Synchrony Financial	$8,815		0.0%	132,073	2.0%	Finance
GOOG Alphabet	$8,170		0.0%	46,055	1.9%	Computer and Technology
ORCL Oracle	$8,144		0.0%	37,250	1.9%	Computer and Technology
SHOP Shopify	$8,075		0.0%	70,000	1.9%	Computer and Technology
WFC Wells Fargo & Company	$7,055		0.0%	88,052	1.6%	Finance
AMD Advanced Micro Devices	$6,856		0.0%	48,318	1.6%	Computer and Technology
XOM Exxon Mobil	$6,691		0.0%	62,066	1.5%	Energy
MA Mastercard	$6,647		0.0%	11,829	1.5%	Business Services
WMT Walmart	$6,409		0.0%	65,550	1.5%	Retail/Wholesale
V Visa	$6,169		0.0%	17,375	1.4%	Business Services
GS The Goldman Sachs Group	$5,662		0.0%	8,000	1.3%	Finance
PBI Pitney Bowes	$5,576		0.0%	511,059	1.3%	Computer and Technology
GOOGL Alphabet	$5,488		0.0%	31,140	1.3%	Computer and Technology
C Citigroup	$5,232		0.0%	61,471	1.2%	Financial Services
ABBV AbbVie	$5,179		0.0%	27,900	1.2%	Medical
OXY Occidental Petroleum	$5,101	$1,103 ▲	27.6%	121,429	1.2%	Energy
GE VERNOVA INC	$5,067		0.0%	9,575	1.2%	COM
COST Costco Wholesale	$4,966		0.0%	5,016	1.1%	Retail/Wholesale
DIS Walt Disney	$4,515		0.0%	36,407	1.0%	Consumer Discretionary
JNJ Johnson & Johnson	$4,414		0.0%	28,900	1.0%	Medical
MS Morgan Stanley	$4,226		0.0%	30,000	1.0%	Finance
IVZ Invesco	$4,028		0.0%	255,393	0.9%	Finance
SPOT Spotify Technology	$3,837		0.0%	5,000	0.9%	Computer and Technology
FHN First Horizon	$3,818		0.0%	180,082	0.9%	Finance
AMGN Amgen	$3,800		0.0%	13,609	0.9%	Medical
F Ford Motor	$3,745		0.0%	345,157	0.9%	Auto/Tires/Trucks
COP ConocoPhillips	$3,705		0.0%	41,281	0.9%	Energy
AXP American Express	$3,509		0.0%	11,000	0.8%	Finance
IBM International Business Machines	$3,508		0.0%	11,900	0.8%	Computer and Technology
LOW Lowe's Companies	$3,399		0.0%	15,320	0.8%	Retail/Wholesale
BEN Franklin Resources	$3,350		0.0%	140,480	0.8%	Finance
HON Honeywell International	$3,284		0.0%	14,100	0.8%	Multi-Sector Conglomerates
TJX TJX Companies	$3,211		0.0%	26,000	0.7%	Retail/Wholesale
CVX Chevron	$3,179		0.0%	22,200	0.7%	Energy
CMCSA Comcast	$3,141		0.0%	88,000	0.7%	Consumer Discretionary
ADP Automatic Data Processing	$3,084		0.0%	10,000	0.7%	Computer and Technology
CAT Caterpillar	$3,028		0.0%	7,800	0.7%	Industrials
DE Deere & Company	$3,000		0.0%	5,900	0.7%	Industrials
VZ Verizon Communications	$2,910	$1,082 ▼	-27.1%	67,263	0.7%	Computer and Technology
ALL Allstate	$2,778		0.0%	13,800	0.6%	Finance
T AT&T	$2,711	$1,447 ▼	-34.8%	93,689	0.6%	Computer and Technology
PFE Pfizer	$2,703		0.0%	111,527	0.6%	Medical
PNW Pinnacle West Capital	$2,684		0.0%	30,000	0.6%	Utilities
ABT Abbott Laboratories	$2,639		0.0%	19,400	0.6%	Medical
KO CocaCola	$2,618		0.0%	37,000	0.6%	Consumer Staples
MU Micron Technology	$2,440		0.0%	19,800	0.6%	Computer and Technology
AFL Aflac	$2,172		0.0%	20,600	0.5%	Finance
TSLA Tesla	$2,154		0.0%	6,782	0.5%	Auto/Tires/Trucks
SBUX Starbucks	$1,924		0.0%	21,000	0.4%	Retail/Wholesale
TRV Travelers Companies	$1,873		0.0%	7,000	0.4%	Finance
PNC The PNC Financial Services Group	$1,864		0.0%	10,000	0.4%	Finance
UNH UnitedHealth Group	$1,846		0.0%	5,918	0.4%	Medical
CSCO Cisco Systems	$1,841		0.0%	26,540	0.4%	Computer and Technology
BA Boeing	$1,830		0.0%	8,735	0.4%	Aerospace
MRK Merck & Co., Inc.	$1,813		0.0%	22,900	0.4%	Medical
PH Parker-Hannifin	$1,746		0.0%	2,500	0.4%	Industrials
BK Bank of New York Mellon	$1,719		0.0%	18,872	0.4%	Finance
PEP PepsiCo	$1,717		0.0%	13,000	0.4%	Consumer Staples
BMY Bristol Myers Squibb	$1,662		0.0%	35,899	0.4%	Medical
TXN Texas Instruments	$1,661		0.0%	8,000	0.4%	Computer and Technology
AIG American International Group	$1,635		0.0%	19,100	0.4%	Finance
INTC Intel	$1,487		0.0%	66,395	0.3%	Computer and Technology
MMM 3M	$1,484		0.0%	9,750	0.3%	Multi-Sector Conglomerates
PSA Public Storage	$1,467		0.0%	5,000	0.3%	Finance
RTX RTX	$1,460		0.0%	10,000	0.3%	Aerospace
PRU Prudential Financial	$1,450		0.0%	13,500	0.3%	Finance
GEHC GE HealthCare Technologies	$1,408		0.0%	19,012	0.3%	Medical
PGR Progressive	$1,334		0.0%	5,000	0.3%	Finance
MET MetLife	$1,206		0.0%	15,000	0.3%	Finance
UPS United Parcel Service	$1,191		0.0%	11,800	0.3%	Transportation
ZM Zoom Communications	$1,170		0.0%	15,000	0.3%	Computer and Technology
SPG Simon Property Group	$1,125		0.0%	7,000	0.3%	Finance
LUMN Lumen Technologies	$1,095		0.0%	250,000	0.3%	Utilities
NKE NIKE	$1,066		0.0%	15,000	0.2%	Consumer Discretionary
SHW Sherwin-Williams	$1,030		0.0%	3,000	0.2%	Basic Materials
GILD Gilead Sciences	$998	$2,772 ▼	-73.5%	9,000	0.2%	Medical
CIEN Ciena	$997		0.0%	12,255	0.2%	Computer and Technology
ADI Analog Devices	$952		0.0%	4,000	0.2%	Computer and Technology
CL Colgate-Palmolive	$945		0.0%	10,400	0.2%	Consumer Staples
BAX Baxter International	$878		0.0%	29,000	0.2%	Medical
DELL Dell Technologies	$852		0.0%	6,946	0.2%	Computer and Technology
QCOM QUALCOMM	$796		0.0%	5,000	0.2%	Computer and Technology
ITT ITT	$784		0.0%	5,000	0.2%	Multi-Sector Conglomerates
WRB W.R. Berkley	$744		0.0%	10,125	0.2%	Finance
CARR Carrier Global	$732		0.0%	10,000	0.2%	Construction
CTVA Corteva	$732		0.0%	9,828	0.2%	Consumer Staples
BIIB Biogen	$722		0.0%	5,750	0.2%	Medical
EOG EOG Resources	$718		0.0%	6,000	0.2%	Energy
BAC Bank of America	$717		0.0%	15,147	0.2%	Finance
BHC Bausch Health Cos	$666		0.0%	100,000	0.2%	Medical
HSY Hershey	$664		0.0%	4,000	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Gifford Fong Associates Top Holdings and 13F Report (2025)

About Gifford Fong Associates

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Gifford Fong Associates Top Holdings and 13F Report (2025)

About Gifford Fong Associates

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGifford Fong Associates

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools