Filed: 8/13/2025ACC: 0001740316-25-000003
📋 What this filing means
GIFFORD FONG ASSOCIATES filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $434.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$434.3K
Total AUM (reported)
5.11M
Total Shares
Allocation by class
COM$335.0K77.1%
CL A$35.6K8.2%
CL B NEW$12.9K3.0%
COM NEW$12.6K2.9%
CAP STK CL C$8.2K1.9%
SHS$7.9K1.8%
COM CL A$6.2K1.4%
Portfolio Concentration
Top 3$81.9K18.9%
4–10$86.8K20.0%
11–25$96.5K22.2%
Rest$169.2K38.9%
Top 3 weight
18.9%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 5.11M
Sole
Full voting authority
5.11M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole123
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings123
Rows:
NVIDIA CORP
SOLEShares276.21K
TypeSH
Market value$43.6K
10.05%
Sole
276.21K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares96.79K
TypeSH
Market value$21.2K
4.89%
Sole
96.79K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares34.30K
TypeSH
Market value$17.1K
3.93%
Sole
34.30K
Shared
0.00
None
0.00
APPLE INC
SOLEShares81.17K
TypeSH
Market value$16.7K
3.83%
Sole
81.17K
Shared
0.00
None
0.00
FACEBOOK INC
SOLEShares22.50K
TypeSH
Market value$16.6K
3.82%
Sole
22.50K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares26.50K
TypeSH
Market value$12.9K
2.96%
Sole
26.50K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares43.01K
TypeSH
Market value$11.7K
2.70%
Sole
43.01K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares35.30K
TypeSH
Market value$10.2K
2.36%
Sole
35.30K
Shared
0.00
None
0.00
GENERAL ELECTRIC CO
SOLEShares38.30K
TypeSH
Market value$9.9K
2.27%
Sole
38.30K
Shared
0.00
None
0.00
SYNCHRONY FINL
SOLEShares132.07K
TypeSH
Market value$8.8K
2.03%
Sole
132.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares46.05K
TypeSH
Market value$8.2K
1.88%
Sole
46.05K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares37.25K
TypeSH
Market value$8.1K
1.88%
Sole
37.25K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares70K
TypeSH
Market value$8.1K
1.86%
Sole
70K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares88.05K
TypeSH
Market value$7.1K
1.62%
Sole
88.05K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares48.32K
TypeSH
Market value$6.9K
1.58%
Sole
48.32K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares62.07K
TypeSH
Market value$6.7K
1.54%
Sole
62.07K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares11.83K
TypeSH
Market value$6.6K
1.53%
Sole
11.83K
Shared
0.00
None
0.00
WALMART INC
SOLEShares65.55K
TypeSH
Market value$6.4K
1.48%
Sole
65.55K
Shared
0.00
None
0.00
VISA INC
SOLEShares17.38K
TypeSH
Market value$6.2K
1.42%
Sole
17.38K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares8K
TypeSH
Market value$5.7K
1.30%
Sole
8K
Shared
0.00
None
0.00
PITNEY BOWES INC
SOLEShares511.06K
TypeSH
Market value$5.6K
1.28%
Sole
511.06K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares31.14K
TypeSH
Market value$5.5K
1.26%
Sole
31.14K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares61.47K
TypeSH
Market value$5.2K
1.20%
Sole
61.47K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares27.90K
TypeSH
Market value$5.2K
1.19%
Sole
27.90K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP DEL
SOLEShares121.43K
TypeSH
Market value$5.1K
1.17%
Sole
121.43K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 276.21K | SH | $43.6K 10.05% | 276.21K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 96.79K | SH | $21.2K 4.89% | 96.79K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 34.30K | SH | $17.1K 3.93% | 34.30K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 81.17K | SH | $16.7K 3.83% | 81.17K | 0.00 | 0.00 |
FACEBOOK INCSOLE | CL A | 22.50K | SH | $16.6K 3.82% | 22.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.50K | SH | $12.9K 2.96% | 26.50K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | COM | 43.01K | SH | $11.7K 2.70% | 43.01K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 35.30K | SH | $10.2K 2.36% | 35.30K | 0.00 | 0.00 |
GENERAL ELECTRIC COSOLE | COM | 38.30K | SH | $9.9K 2.27% | 38.30K | 0.00 | 0.00 |
SYNCHRONY FINLSOLE | COM | 132.07K | SH | $8.8K 2.03% | 132.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 46.05K | SH | $8.2K 1.88% | 46.05K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 37.25K | SH | $8.1K 1.88% | 37.25K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 70K | SH | $8.1K 1.86% | 70K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 88.05K | SH | $7.1K 1.62% | 88.05K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 48.32K | SH | $6.9K 1.58% | 48.32K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 62.07K | SH | $6.7K 1.54% | 62.07K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 11.83K | SH | $6.6K 1.53% | 11.83K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 65.55K | SH | $6.4K 1.48% | 65.55K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 17.38K | SH | $6.2K 1.42% | 17.38K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 8K | SH | $5.7K 1.30% | 8K | 0.00 | 0.00 |
PITNEY BOWES INCSOLE | COM | 511.06K | SH | $5.6K 1.28% | 511.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 31.14K | SH | $5.5K 1.26% | 31.14K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 61.47K | SH | $5.2K 1.20% | 61.47K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 27.90K | SH | $5.2K 1.19% | 27.90K | 0.00 | 0.00 |
OCCIDENTAL PETE CORP DELSOLE | COM | 121.43K | SH | $5.1K 1.17% | 121.43K | 0.00 | 0.00 |
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