Home › PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 13F holdings

Filed 2026-07-24 · PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV · 123 positions · $394.8M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
AAPLAPPLE INC140.1K$40.5M10.3%
IVVISHARES TR46.5K$34.8M8.8%
MSFTMICROSOFT CORP75.4K$28.1M7.1%
FNDXSCHWAB STRATEGIC TR698.0K$21.7M5.5%
JPIEJ P MORGAN EXCHANGE TRADED F466.1K$21.5M5.4%
AMZNAMAZON COM INC80.3K$19.1M4.8%
BINCBLACKROCK ETF TRUST II362.5K$19.0M4.8%
NVDANVIDIA CORPORATION79.2K$15.9M4.0%
FNDFSCHWAB STRATEGIC TR286.7K$15.1M3.8%
MGKVANGUARD WORLD FD152.6K$13.4M3.4%
VOOVANGUARD INDEX FDS17.1K$11.7M3.0%
JNJJOHNSON & JOHNSON42.7K$10.8M2.7%
IJHISHARES TR118.4K$9.1M2.3%
SMHVANECK ETF TRUST13.9K$9.1M2.3%
GOOGLALPHABET INC20.3K$7.3M1.8%
SOXXISHARES TR8.0K$5.1M1.3%
LLYELI LILLY & CO4.2K$5.0M1.3%
JPSTJ P MORGAN EXCHANGE TRADED F99.5K$5.0M1.3%
VMCVULCAN MATLS CO15.2K$4.5M1.1%
DSIISHARES TR31.1K$4.4M1.1%
IXUSISHARES TR42.6K$4.1M1.0%
SCHXSCHWAB STRATEGIC TR128.8K$3.8M1.0%
SPYSTATE STR SPDR S&P 500 ETF T4.9K$3.6M0.9%
IJRISHARES TR24.5K$3.6M0.9%
XLYSELECT SECTOR SPDR TR30.7K$3.6M0.9%
VOVANGUARD INDEX FDS35.5K$2.9M0.7%
TSLATESLA INC5.7K$2.4M0.6%
CZNCCITIZENS & NORTHN CORP100.0K$2.3M0.6%
VBVANGUARD INDEX FDS7.6K$2.3M0.6%
GOOGALPHABET INC6.4K$2.3M0.6%
SCHDSCHWAB STRATEGIC TR69.2K$2.2M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL4.2K$2.1M0.5%
ADIANALOG DEVICES INC5.1K$2.0M0.5%
MSMORGAN STANLEY8.8K$1.8M0.5%
SCHGSCHWAB STRATEGIC TR53.7K$1.8M0.5%
EPDENTERPRISE PRODS PARTNERS L43.3K$1.6M0.4%
SCHMSCHWAB STRATEGIC TR42.8K$1.6M0.4%
VOTVANGUARD INDEX FDS4.9K$1.5M0.4%
EXMOCEXXON MOBIL CORP10.6K$1.4M0.4%
RTXRTX CORPORATION7.5K$1.4M0.4%
IVWISHARES TR10.4K$1.4M0.4%
VYMVANGUARD WHITEHALL FDS9.0K$1.4M0.4%
IVESWEDBUSH SER TR36.5K$1.4M0.4%
VOXVANGUARD WORLD FD7.0K$1.3M0.3%
JPMJPMORGAN CHASE & CO3.5K$1.2M0.3%
NEENEXTERA ENERGY INC13.1K$1.2M0.3%
IVEISHARES TR5.0K$1.1M0.3%
VTIVANGUARD INDEX FDS3.1K$1.1M0.3%
JMSTJ P MORGAN EXCHANGE TRADED F21.5K$1.1M0.3%
CNCCENTENE CORP DEL16.7K$1.1M0.3%
JEPQJ P MORGAN EXCHANGE TRADED F15.6K$957,8530.2%
QQQINVESCO QQQ TR1.3K$938,3450.2%
METAMETA PLATFORMS INC1.6K$880,9860.2%
TXNTEXAS INSTRS INC2.9K$863,8070.2%
COFCAPITAL ONE FINL CORP4.1K$822,9430.2%
BXBLACKSTONE INC6.4K$757,4420.2%
AVGOBROADCOM INC2.0K$745,6790.2%
AMPAMERIPRISE FINL INC1.6K$736,7690.2%
JBNDJ P MORGAN EXCHANGE TRADED F13.8K$736,6950.2%
WFC 7.5 PERP LWELLS FARGO & CO621$718,4970.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}