# EDGAR Filing Document

**Accession Number:** 0001650654
**File Stem:** 0001650654-23-000002
**Filing Date:** 2023-2
**Character Count:** 15192
**Document Hash:** a8bc19f1b6074615bd0281f1062a9748
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001650654-23-000002.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001650654-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230209

**DATE AS OF CHANGE**: 20230209

**EFFECTIVENESS DATE**: 20230209

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Pegasus Partners Ltd.
- **CENTRAL INDEX KEY:** 0001650654
- **IRS NUMBER:** 473081156

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16970
- **FILM NUMBER:** 23604560

**BUSINESS ADDRESS:**
- **STREET 1:** 1333 W. TOWNE SQUARE ROAD
- **CITY:** MEQUON
- **STATE:** WI
- **ZIP:** 53092
- **BUSINESS PHONE:** 2626434868

**MAIL ADDRESS:**
- **STREET 1:** 1333 W. TOWNE SQUARE ROAD
- **CITY:** MEQUON
- **STATE:** WI
- **ZIP:** 53092

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Pegasus Partners Ltd.<br>**Address:** 1333 W. TOWNE SQUARE ROAD<br>MEQUON, WI 53092

**Form 13F File Number:** 028-16970

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Stacy Berg<br>**Title:** Compliance Associate<br>**Phone:** 262-643-4869

**Signature, Place, and Date of Signing:**

Stacy Berg  Mequon, WI  02-09-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 120

**Form 13F Information Table Value Total:** $607812743

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 769299 | 7007 | SH |  | SOLE |  | 7007 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 726760 | 4497 | SH |  | SOLE |  | 4497 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 3104683 | 11635 | SH |  | SOLE |  | 11635 | 0 | 0 |
| AEROJET ROCKETDYNE HLDGS INC | COM | 007800105 |  | 1118600 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2818684 | 31947 | SH |  | SOLE |  | 31947 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3592678 | 40490 | SH |  | SOLE |  | 40490 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 847308 | 10087 | SH |  | SOLE |  | 10087 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 273671 | 1042 | SH |  | SOLE |  | 1042 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 1146668 | 15060 | SH |  | SOLE |  | 15060 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 11481558 | 88367 | SH |  | SOLE |  | 88367 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 2043925 | 8557 | SH |  | SOLE |  | 8557 | 0 | 0 |
| BALL CORP | COM | 058498106 |  | 542493 | 10608 | SH |  | SOLE |  | 10608 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 1238390 | 37391 | SH |  | SOLE |  | 37391 | 0 | 0 |
| BANK MONTREAL QUE | COM | 063671101 |  | 942693 | 10405 | SH |  | SOLE |  | 10405 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 2222582 | 8740 | SH |  | SOLE |  | 8740 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1470673 | 4761 | SH |  | SOLE |  | 4761 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 241032 | 3350 | SH |  | SOLE |  | 3350 | 0 | 0 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 959030 | 7150 | SH |  | SOLE |  | 7150 | 0 | 0 |
| BROADSTONE NET LEASE INC | COM | 11135E203 |  | 183708 | 11333 | SH |  | SOLE |  | 11333 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 301723 | 1681 | SH |  | SOLE |  | 1681 | 0 | 0 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 612636 | 7600 | SH |  | SOLE |  | 7600 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 350869 | 7365 | SH |  | SOLE |  | 7365 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 488779 | 7684 | SH |  | SOLE |  | 7684 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 614792 | 10750 | SH |  | SOLE |  | 10750 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 297536 | 1121 | SH |  | SOLE |  | 1121 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 621487 | 14936 | SH |  | SOLE |  | 14936 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 300476 | 3128 | SH |  | SOLE |  | 3128 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 456423 | 18923 | SH |  | SOLE |  | 18923 | 0 | 0 |
| EQUIFAX INC | COM | 294429105 |  | 1039632 | 5349 | SH |  | SOLE |  | 5349 | 0 | 0 |
| EXACT SCIENCES CORP | COM | 30063P105 |  | 1071149 | 21635 | SH |  | SOLE |  | 21635 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 445943 | 4043 | SH |  | SOLE |  | 4043 | 0 | 0 |
| FAIR ISAAC CORP | COM | 303250104 |  | 204714 | 342 | SH |  | SOLE |  | 342 | 0 | 0 |
| FASTENAL CO | COM | 311900104 |  | 1946224 | 41129 | SH |  | SOLE |  | 41129 | 0 | 0 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 1391807 | 20513 | SH |  | SOLE |  | 20513 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 295225 | 2921 | SH |  | SOLE |  | 2921 | 0 | 0 |
| GOLUB CAP BDC INC | COM | 38173M102 |  | 397958 | 30240 | SH |  | SOLE |  | 30240 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 2994669 | 9481 | SH |  | SOLE |  | 9481 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 585337 | 2657 | SH |  | SOLE |  | 2657 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 396291 | 14994 | SH |  | SOLE |  | 14994 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 1475533 | 3791 | SH |  | SOLE |  | 3791 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 437297 | 1648 | SH |  | SOLE |  | 1648 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 11341409 | 41095 | SH |  | SOLE |  | 41095 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 531806 | 3765 | SH |  | SOLE |  | 3765 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 299000 | 5980 | SH |  | SOLE |  | 5980 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 823374 | 13358 | SH |  | SOLE |  | 13358 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 18542542 | 76657 | SH |  | SOLE |  | 76657 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 17239778 | 182162 | SH |  | SOLE |  | 182162 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 94553845 | 1115022 | SH |  | SOLE |  | 1115022 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 90894767 | 236576 | SH |  | SOLE |  | 236576 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 882500 | 4192 | SH |  | SOLE |  | 4192 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 2941301 | 13729 | SH |  | SOLE |  | 13729 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 7811492 | 51510 | SH |  | SOLE |  | 51510 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 433048 | 5180 | SH |  | SOLE |  | 5180 | 0 | 0 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 3504240 | 33266 | SH |  | SOLE |  | 33266 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 51719540 | 766783 | SH |  | SOLE |  | 766783 | 0 | 0 |
| ISHARES TR | RUS TOP 200 ETF | 464289446 |  | 9348431 | 103906 | SH |  | SOLE |  | 103906 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 4064567 | 23311 | SH |  | SOLE |  | 23311 | 0 | 0 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 52682054 | 238726 | SH |  | SOLE |  | 238726 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3511449 | 19878 | SH |  | SOLE |  | 19878 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2360428 | 17602 | SH |  | SOLE |  | 17602 | 0 | 0 |
| LANTHEUS HLDGS INC | COM | 516544103 |  | 662480 | 13000 | SH |  | SOLE |  | 13000 | 0 | 0 |
| LILLY ELI  CO | COM | 532457108 |  | 451081 | 1233 | SH |  | SOLE |  | 1233 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 443907 | 2228 | SH |  | SOLE |  | 2228 | 0 | 0 |
| MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 |  | 300959 | 5994 | SH |  | SOLE |  | 5994 | 0 | 0 |
| MANULIFE FINL CORP | COM | 56501R106 |  | 406294 | 22774 | SH |  | SOLE |  | 22774 | 0 | 0 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 1786357 | 10795 | SH |  | SOLE |  | 10795 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1845080 | 5306 | SH |  | SOLE |  | 5306 | 0 | 0 |
| MAXAR TECHNOLOGIES INC | COM | 57778K105 |  | 3099226 | 59900 | SH |  | SOLE |  | 59900 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 242184 | 919 | SH |  | SOLE |  | 919 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 215890 | 1794 | SH |  | SOLE |  | 1794 | 0 | 0 |
| MGIC INVT CORP WIS | COM | 552848103 |  | 154700 | 11900 | SH |  | SOLE |  | 11900 | 0 | 0 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 228172 | 3248 | SH |  | SOLE |  | 3248 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 7910942 | 32987 | SH |  | SOLE |  | 32987 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 207015 | 3106 | SH |  | SOLE |  | 3106 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 818586 | 2938 | SH |  | SOLE |  | 2938 | 0 | 0 |
| MPLX LP | COM UNIT REP LTD | 55336V100 |  | 473553 | 14420 | SH |  | SOLE |  | 14420 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 2327797 | 19894 | SH |  | SOLE |  | 19894 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 242446 | 1659 | SH |  | SOLE |  | 1659 | 0 | 0 |
| PAYLOCITY HLDG CORP | COM | 70438V106 |  | 1098346 | 5654 | SH |  | SOLE |  | 5654 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 4356435 | 24114 | SH |  | SOLE |  | 24114 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 2326808 | 45410 | SH |  | SOLE |  | 45410 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 256264 | 2532 | SH |  | SOLE |  | 2532 | 0 | 0 |
| PINNACLE FINL PARTNERS INC | COM | 72346Q104 |  | 385937 | 5258 | SH |  | SOLE |  | 5258 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2129570 | 14051 | SH |  | SOLE |  | 14051 | 0 | 0 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 626240 | 6959 | SH |  | SOLE |  | 6959 | 0 | 0 |
| PROTERRA INC | COM | 74374T109 |  | 86710 | 23000 | SH |  | SOLE |  | 23000 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 201033 | 1992 | SH |  | SOLE |  | 1992 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 244692 | 950 | SH |  | SOLE |  | 950 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 6611088 | 147536 | SH |  | SOLE |  | 147536 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 17722582 | 318981 | SH |  | SOLE |  | 318981 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 759890 | 11510 | SH |  | SOLE |  | 11510 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 589178 | 8980 | SH |  | SOLE |  | 8980 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 24232677 | 63365 | SH |  | SOLE |  | 63365 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 8958970 | 20233 | SH |  | SOLE |  | 20233 | 0 | 0 |
| SPDR SER TR | PORTFOLIO S | 78464A847 |  | 504730 | 11876 | SH |  | SOLE |  | 11876 | 0 | 0 |
| SPDR SER TR | PORTFOLIO S | 78468R853 |  | 1037600 | 28066 | SH |  | SOLE |  | 28066 | 0 | 0 |
| SPDR SER TR | S 600 SML CAP | 78464A813 |  | 435713 | 5300 | SH |  | SOLE |  | 5300 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 3002189 | 30264 | SH |  | SOLE |  | 30264 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 2538295 | 10382 | SH |  | SOLE |  | 10382 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 1396274 | 8451 | SH |  | SOLE |  | 8451 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 2812746 | 35336 | SH |  | SOLE |  | 35336 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 220021 | 978 | SH |  | SOLE |  | 978 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1057990 | 6086 | SH |  | SOLE |  | 6086 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 6333530 | 11946 | SH |  | SOLE |  | 11946 | 0 | 0 |
| US BANCORP DEL | COM NEW | 902973304 |  | 2907217 | 66664 | SH |  | SOLE |  | 66664 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 279417 | 1604 | SH |  | SOLE |  | 1604 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 502011 | 3712 | SH |  | SOLE |  | 3712 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2518054 | 7167 | SH |  | SOLE |  | 7167 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 757158 | 4768 | SH |  | SOLE |  | 4768 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 395064 | 1970 | SH |  | SOLE |  | 1970 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 17581200 | 318962 | SH |  | SOLE |  | 318962 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 31937031 | 479679 | SH |  | SOLE |  | 479679 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 6164693 | 87604 | SH |  | SOLE |  | 87604 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 |  | 1503843 | 8756 | SH |  | SOLE |  | 8756 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 621528 | 3523 | SH |  | SOLE |  | 3523 | 0 | 0 |
| VERU INC | COM | 92536C103 |  | 63714 | 12067 | SH |  | SOLE |  | 12067 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 3277607 | 15776 | SH |  | SOLE |  | 15776 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 238491 | 1682 | SH |  | SOLE |  | 1682 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1164520 | 7423 | SH |  | SOLE |  | 7423 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 222512 | 5389 | SH |  | SOLE |  | 5389 | 0 | 0 |

---