PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV: 13F holdings
CIK 10041402026Q2
| Positions | 123 |
|---|
| Reported value | $394.8m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 123 (+11 vs prior quarter) |
|---|
| Reported value | $394.8m (+13.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 140,052 | $40.5m | 10.3% |
| IVV ISHARES TR | 46,506 | $34.8m | 8.8% |
| MSFT MICROSOFT CORP | 75,371 | $28.1m | 7.1% |
| FNDX SCHWAB STRATEGIC TR | 698,020 | $21.7m | 5.5% |
| JPIE J P MORGAN EXCHANGE TRADED F | 466,095 | $21.5m | 5.4% |
| AMZN AMAZON COM INC | 80,292 | $19.1m | 4.8% |
| BINC BLACKROCK ETF TRUST II | 362,510 | $19.0m | 4.8% |
| NVDA NVIDIA CORPORATION | 79,243 | $15.9m | 4.0% |
| EWU SCHWAB STRATEGIC TR | 286,731 | $15.1m | 3.8% |
| MGK VANGUARD WORLD FD | 152,625 | $13.4m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1004140")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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