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 Trust Co (CIK 1560808) reported $2.14B across 351 reported positions in its SEC 13F filing for 2020-03-31. Largest positions: MSFT ($80.4M, 3.76%), AAPL ($75.5M, 3.53%), IVV ($55.1M, 2.58%), JNJ ($53.7M, 2.51%), AMT ($49.7M, 2.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $80.4M | 3.76% | 509,716 | Added |
| 2 | AAPL | APPLE INC | $75.5M | 3.53% | 296,855 | Trimmed |
| 3 | IVV | ISHARES TR | $55.1M | 2.58% | 213,371 | New |
| 4 | JNJ | JOHNSON & JOHNSON | $53.7M | 2.51% | 409,496 | Added |
| 5 | AMT | AMERICAN TOWER CORP NEW | $49.7M | 2.32% | 228,020 | Added |
| 6 | NEE | NEXTERA ENERGY INC | $44.7M | 2.09% | 185,825 | Trimmed |
| 7 | V | VISA INC | $40.5M | 1.89% | 251,458 | Trimmed |
| 8 | MRK | MERCK & CO. INC | $38.3M | 1.79% | 497,603 | Added |
| 9 | HD | HOME DEPOT INC | $38.3M | 1.79% | 205,302 | Added |
| 10 | PEP | PEPSICO INC | $37.8M | 1.77% | 314,844 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $37.5M | 1.75% | 416,488 | Added |
| 12 | IWR | ISHARES TR | $37.2M | 1.74% | 862,547 | New |
| 13 | CMCSA | COMCAST CORP NEW | $37.3M | 1.74% | 1.1M | Trimmed |
| 14 | ADBE | ADOBE INC | $33.1M | 1.54% | 103,881 | Trimmed |
| 15 | PG | PROCTER & GAMBLE CO | $32.8M | 1.53% | 298,226 | Added |
| 16 | ABT | ABBOTT LABS | $30.1M | 1.41% | 382,043 | Added |
| 17 | ACWX | ISHARES TR | $29.1M | 1.36% | 772,690 | New |
| 18 | MA | MASTERCARD INC | $27.6M | 1.29% | 114,050 | Added |
| 19 | UNP | UNION PAC CORP | $25.7M | 1.20% | 182,367 | Trimmed |
| 20 | IEFA | ISHARES TR | $24.5M | 1.14% | 490,793 | New |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $22.5M | 1.05% | 217,169 | New |
| 22 | CSCO | CISCO SYS INC | $22.3M | 1.04% | 566,818 | Added |
| 23 | USMV | ISHARES TR | $21.7M | 1.01% | 402,236 | New |
| 24 | DIS | DISNEY WALT CO | $21.7M | 1.01% | 224,677 | Trimmed |
| 25 | ACN | ACCENTURE PLC IRELAND | $21.5M | 1.00% | 131,723 | Added |
Source: SEC Form 13F filings · as of 2020-03-31