Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV (CIK 1004140) reported $349.5M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($37.8M, 10.81%), IVV ($29.8M, 8.52%), MSFT ($28.6M, 8.20%), JPIE ($21.3M, 6.08%), FNDX ($18.8M, 5.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $37.8M | 10.81% | 148,806 | Trimmed |
| 2 | IVV | ISHARES TR | $29.8M | 8.52% | 45,592 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $28.6M | 8.20% | 77,396 | Added |
| 4 | JPIE | J P MORGAN EXCHANGE TRADED F | $21.3M | 6.08% | 461,397 | Added |
| 5 | FNDX | SCHWAB STRATEGIC TR | $18.8M | 5.38% | 675,288 | Added |
| 6 | BINC | BLACKROCK ETF TRUST II | $18.6M | 5.33% | 358,530 | Added |
| 7 | AMZN | AMAZON COM INC | $18.2M | 5.19% | 87,166 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $13.9M | 3.99% | 79,947 | Added |
| 9 | FNDF | SCHWAB STRATEGIC TR | $13.5M | 3.87% | 276,562 | Added |
| 10 | MGK | VANGUARD WORLD FD | $11.3M | 3.24% | 30,770 | Added |
| 11 | JNJ | JOHNSON & JOHNSON | $10.5M | 3.00% | 42,934 | Hold |
| 12 | VOO | VANGUARD INDEX FDS | $10.2M | 2.92% | 17,058 | Added |
| 13 | IJH | ISHARES TR | $8.0M | 2.28% | 117,966 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $6.2M | 1.78% | 21,682 | Added |
| 15 | SMH | VANECK ETF TRUST | $5.3M | 1.53% | 13,902 | Added |
| 16 | VMC | VULCAN MATLS CO | $4.2M | 1.19% | 15,319 | Trimmed |
| 17 | LLY | ELI LILLY & CO | $3.8M | 1.09% | 4,140 | Hold |
| 18 | IXUS | ISHARES TR | $3.7M | 1.06% | 42,618 | Hold |
| 19 | TSLA | TESLA INC | $3.4M | 0.99% | 9,260 | Added |
| 20 | XLY | SELECT SECTOR SPDR TR | $3.3M | 0.96% | 30,720 | Hold |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $3.2M | 0.91% | 4,905 | Added |
| 22 | DSI | ISHARES TR | $3.2M | 0.91% | 26,202 | Trimmed |
| 23 | IJR | ISHARES TR | $3.1M | 0.88% | 24,781 | Trimmed |
| 24 | SOXX | ISHARES TR | $2.6M | 0.75% | 8,021 | Added |
| 25 | VO | VANGUARD INDEX FDS | $2.5M | 0.73% | 8,864 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31