PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Sector Allocation
- Other57.0%$224.8M
- Technology25.9%$102.3M
- Consumer Discretionary5.6%$22.1M
- Healthcare4.4%$17.5M
- Financials3.8%$15.0M
- Materials1.1%$4.5M
- Energy0.8%$3.0M
- Industrials0.7%$2.9M
- Utilities0.5%$1.8M
- Consumer Staples0.2%$845,350
AUM History
13fpro.ai/research/fund/pennsylvania-capital-management-inc-adv-1004140
Conviction and streaks
Diversifying · top 10 = 58.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$40.5M- ISHARES$34.8M
MSFT
$28.1M- SCHWAB$21.7M
- J$21.5M
AMZN
$19.1M- BLACKROCK$19.0M
NVDA
$15.9M- SCHWAB$15.1M
- VANGUARD$13.4M
- VANGUARD$11.7M
JNJ
$10.8M- ISHARES$9.1M
- VANECK$9.1M
GOOGL
$7.3M- ISHARES$5.1M
LLY
$5.0M- J$5.0M
VMC
$4.5M- ISHARES$4.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pennsylvania-capital-management-inc-adv-1004140
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 13F holdings — Q2 2026
$394.8M portfolio (+13.0% QoQ) · 123 holdings · Q2 2026 13F · top 10 are 58% of the stock portfolio
$40.5M
10.3% of stocks
-6%This quarter+3.3%Since filed10+ qtrsHeld- 2
ISHARES TR - CORE S&P500 ETF
$34.8M
8.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $28.1M
7.1% of stocks
-3%This quarter+39.5%Since filed10+ qtrsHeld- 4
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$21.7M
5.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
J P MORGAN EXCHANGE TRADED F - INCOME ETF
$21.5M
5.4% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $19.1M
4.8% of stocks
-8%This quarter+7.3%Since filed10+ qtrsHeld- 7
BLACKROCK ETF TRUST II - ISHA FLEX IN ETF
$19.0M
4.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $15.9M
4.0% of stocks
-0.9%This quarter+4.4%Since filed10+ qtrsHeld- 9
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL
$15.1M
3.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD WORLD FD - MEGA GRWTH IND
$13.4M
3.4% of stocks
+396%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $40.5M | 10.3% | -6% | +3.3% | 10+ qtrsTrimmed 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES TR - CORE S&P500 ETF | $34.8M | 8.8% | +2% | — | — | — | — | |
| 3 | $28.1M | 7.1% | -3% | +39.5% | 10+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $21.7M | 5.5% | +3% | — | — | — | — | |
| 5 | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $21.5M | 5.4% | +1% | — | — | — | — | |
| 6 | $19.1M | 4.8% | -8% | +7.3% | 10+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $19.0M | 4.8% | +1% | — | — | — | — | |
| 8 | $15.9M | 4.0% | -0.9% | +4.4% | 10+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $15.1M | 3.8% | +4% | — | — | — | — | |
| 10 | VANGUARD WORLD FD - MEGA GRWTH IND | $13.4M | 3.4% | +396% | — | — | — | — |
All holdings — PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV (Q2 2026)
123 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $11.7M | 3.0% | 17K | -0.0% | — | — | 13F |
| 12 | JOHNSON & JOHNSON | Healthcare | $10.8M | 2.7% | 43K | -0.7% | 10+ qtrs | 69.2 | 13F | |
| 13 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $9.1M | 2.3% | 118K | +0.4% | — | — | 13F |
| 14 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $9.1M | 2.3% | 14K | -0.1% | — | — | 13F |
| 15 | Alphabet Inc. | Technology | $7.3M | 1.8% | 20K | -6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - ISHARES SEMICDTRetf/fund | — | $5.1M | 1.3% | 7,990 | -0.4% | — | — | 13F |
| 17 | ELI LILLY & Co | Healthcare | $5.0M | 1.3% | 4,204 | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $5.0M | 1.3% | 99K | +307% | — | — | 13F |
| 19 | Vulcan Materials CO | Materials | $4.5M | 1.1% | 15K | -0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - ESG MSCI KLD ETFetf/fund | — | $4.4M | 1.1% | 31K | +19% | — | — | 13F |
| 21 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $4.1M | 1.0% | 43K | — | — | — | 13F |
| 22 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $3.8M | 1.0% | 129K | +36% | — | — | 13F |
| 23 | SPDR S&P 500 ETF TRUSTetf/fund | — | $3.6M | 0.9% | 4,863 | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $3.6M | 0.9% | 24K | -1% | — | — | 13F |
| 25 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETFetf/fund | — | $3.6M | 0.9% | 31K | — | — | — | 13F |
| 26 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $2.9M | 0.7% | 35K | +300% | |||
| 27 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.4M | 0.6% | 5,669 | -39% | |||
| 28 | $CZNC | CITIZENS & NORTHERN CORP | Financials | $2.3M | 0.6% | 100K | — | |||
| 29 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $2.3M | 0.6% | 7,619 | +0.0% | |||
| 30 | $GOOG | Alphabet Inc. | Technology | $2.3M | 0.6% | 6,438 | -0.3% | |||
| 31 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.2M | 0.6% | 69K | -7% | |||
| 32 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.1M | 0.5% | 4,175 | +4% | |||
| 33 | $ADI | ANALOG DEVICES INC | Technology | $2.0M | 0.5% | 5,075 | -2% | |||
| 34 | $MS | MORGAN STANLEY | Financials | $1.8M | 0.5% | 8,817 | — | |||
| 35 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.8M | 0.5% | 54K | +14% | |||
| 36 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $1.6M | 0.4% | 43K | — | |||
| 37 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $1.6M | 0.4% | 43K | +25% | |||
| 38 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $1.5M | 0.4% | 4,882 | — | |||
| 39 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.4M | 0.4% | 11K | — | |||
| 40 | $RTX | RTX Corp | Industrials | $1.4M | 0.4% | 7,514 | — | |||
| 41 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.4M | 0.4% | 10K | — | |||
| 42 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.4M | 0.4% | 8,976 | -14% | |||
| 43 | — | WEDBUSH SER TR - DAN IVE REVO ETF | — | $1.4M | 0.3% | 37K | -5% | |||
| 44 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $1.3M | 0.3% | 6,952 | — | |||
| 45 | $JPM | JPMORGAN CHASE & CO | Financials | $1.2M | 0.3% | 3,546 | +31% | |||
| 46 | $NEE | NEXTERA ENERGY INC | Utilities | $1.2M | 0.3% | 13K | +0.0% | |||
| 47 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.1M | 0.3% | 5,034 | -0.1% | |||
| 48 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.1M | 0.3% | 3,081 | -17% | |||
| 49 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $1.1M | 0.3% | 21K | -9% | |||
| 50 | $CNC | CENTENE CORP | Healthcare | $1.1M | 0.3% | 17K | -21% | |||
| 51 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $958K | 0.2% | 16K | +14% | |||
| 52 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $938K | 0.2% | 1,274 | — | |||
| 53 | $META | Meta Platforms, Inc. | Technology | $881K | 0.2% | 1,564 | -0.3% | |||
| 54 | $TXN | TEXAS INSTRUMENTS INC | Technology | $864K | 0.2% | 2,898 | -8% | |||
| 55 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $823K | 0.2% | 4,102 | — | |||
| 56 | $BX | Blackstone Inc. | Financials | $757K | 0.2% | 6,437 | -5% | |||
| 57 | $AVGO | Broadcom Inc. | Technology | $746K | 0.2% | 1,974 | -13% | |||
| 58 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $737K | 0.2% | 1,606 | — | |||
| 59 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $737K | 0.2% | 14K | — | |||
| 60 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $718K | 0.2% | 621 | -4% | |||
| 61 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $703K | 0.2% | 19K | +5% | |||
| 62 | — | PIMCO ETF TR - MUNI INCOME OPP | — | $678K | 0.2% | 15K | +110% | |||
| 63 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $665K | 0.2% | 12K | — | |||
| 64 | — | ISHARES TR - PFD AND INCM SEC | — | $658K | 0.2% | 22K | — | |||
| 65 | $PANW | Palo Alto Networks Inc | Technology | $613K | 0.2% | 1,799 | New | |||
| 66 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $601K | 0.1% | 1,035 | -2% | |||
| 67 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $588K | 0.1% | 3,439 | New | |||
| 68 | $FTNT | Fortinet, Inc. | Technology | $584K | 0.1% | 3,800 | — | |||
| 69 | — | ISHARES TR - RUS 1000 ETF | — | $581K | 0.1% | 1,418 | — | |||
| 70 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | — | $557K | 0.1% | 15K | +73% | |||
| 71 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $547K | 0.1% | 585 | +4% | |||
| 72 | $SYF | Synchrony Financial | Financials | $543K | 0.1% | 7,144 | — | |||
| 73 | $ERIE | ERIE INDEMNITY CO | Financials | $539K | 0.1% | 2,250 | -12% | |||
| 74 | $FULT | FULTON FINANCIAL CORP | Financials | $530K | 0.1% | 22K | — | |||
| 75 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $520K | 0.1% | 9,786 | +3% | |||
| 76 | — | VANECK ETF TRUST - FABLE SEMIC ETF | — | $499K | 0.1% | 7,810 | — | |||
| 77 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $494K | 0.1% | 8,739 | -23% | |||
| 78 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | — | $492K | 0.1% | 6,444 | — | |||
| 79 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $482K | 0.1% | 2,037 | +13% | |||
| 80 | $IBIT | iShares Bitcoin Trust ETF | Financials | $471K | 0.1% | 14K | +87% | |||
| 81 | $GD | GENERAL DYNAMICS CORP | Industrials | $468K | 0.1% | 1,320 | — | |||
| 82 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | — | $467K | 0.1% | 6,092 | New | |||
| 83 | $CW | CURTISS WRIGHT CORP | Industrials | $465K | 0.1% | 613 | — | |||
| 84 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $464K | 0.1% | 11K | -9% | |||
| 85 | $LPLA | LPL Financial Holdings Inc. | Financials | $443K | 0.1% | 1,572 | — | |||
| 86 | $QCOM | QUALCOMM INC/DE | Technology | $429K | 0.1% | 2,321 | -12% | |||
| 87 | $GS | GOLDMAN SACHS GROUP INC | Financials | $425K | 0.1% | 420 | +16% | |||
| 88 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $418K | 0.1% | 5,529 | -40% | |||
| 89 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $415K | 0.1% | 7,466 | — | |||
| 90 | $CEG | Constellation Energy Corp | Utilities | $406K | 0.1% | 1,634 | — | |||
| 91 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $400K | 0.1% | 7,022 | — | |||
| 92 | — | ROUNDHILL ETF TRUST - MEMORY ETF | — | $397K | 0.1% | 5,369 | New | |||
| 93 | — | VANGUARD MALVERN FDS - MULTI SECTOR | — | $371K | 0.1% | 7,238 | New | |||
| 94 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $330K | 0.1% | 9,700 | — | |||
| 95 | — | CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF | — | $330K | 0.1% | 13K | New | |||
| 96 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $315K | 0.1% | 3,654 | +500% | |||
| 97 | $WMT | Walmart Inc. | Consumer Staples | $298K | 0.1% | 2,632 | +0.8% | |||
| 98 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $286K | 0.1% | 5,801 | +8% | |||
| 99 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $284K | 0.1% | 5,614 | +14% | |||
| 100 | $CAT | CATERPILLAR INC | Industrials | $284K | 0.1% | 267 | New | |||
| 101 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $279K | 0.1% | 557 | -21% | |||
| 102 | $GLD | SPDR GOLD TRUST | Financials | $272K | 0.1% | 739 | — | |||
| 103 | — | ISHARES TR - RUS 1000 GRW ETF | — | $269K | 0.1% | 2,164 | +300% | |||
| 104 | — | ISHARES TR - RUS 1000 VAL ETF | — | $267K | 0.1% | 1,103 | New | |||
| 105 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $266K | 0.1% | 212 | — | |||
| 106 | — | ISHARES TR - MSCI EAFE ETF | — | $264K | 0.1% | 2,542 | — | |||
| 107 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $263K | 0.1% | 935 | +0.1% | |||
| 108 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $260K | 0.1% | 8,975 | +6% | |||
| 109 | — | ISHARES TR - HIGH YLD SYSTM B | — | $253K | 0.1% | 5,418 | +2% | |||
| 110 | $MRK | Merck & Co., Inc. | Healthcare | $250K | 0.1% | 1,945 | +6% | |||
| 111 | $EXC | EXELON CORP | Utilities | $250K | 0.1% | 5,355 | — | |||
| 112 | $GE | GENERAL ELECTRIC CO | Industrials | $249K | 0.1% | 665 | New | |||
| 113 | — | ISHARES TR - CORE DIV GRWTH | — | $247K | 0.1% | 3,264 | — | |||
| 114 | $CSCO | CISCO SYSTEMS, INC. | Technology | $244K | 0.1% | 2,080 | New | |||
| 115 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $234K | 0.1% | 307 | New | |||
| 116 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $234K | 0.1% | 1,099 | -2% | |||
| 117 | $ORCL | ORACLE CORP | Technology | $229K | 0.1% | 1,565 | +3% | |||
| 118 | $MSTR | Strategy Inc | Financials | $227K | 0.1% | 2,607 | -0.2% | |||
| 119 | — | ISHARES TR - ESG OPTIMIZED | — | $226K | 0.1% | 1,464 | New | |||
| 120 | $IVZ | Invesco Ltd. | Financials | $218K | 0.1% | 2,424 | -14% | |||
| 121 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | — | $213K | 0.1% | 2,104 | -69% | |||
| 122 | — | ISHARES TR - TRS FLT RT BD | — | $207K | 0.1% | 4,094 | New | |||
| 123 | $HODL | VanEck Bitcoin ETF | Financials | $171K | 0.0% | 10K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 37 added to, 38 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$PANWPalo Alto Networks Inc$613K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$588Kfirst bought this quarter
- VANGUARD MUN BD FDS - SHORT TAX EXEMPT$467K
first bought this quarter
- ROUNDHILL ETF TRUST - MEMORY ETF$397K
first bought this quarter
- VANGUARD MALVERN FDS - MULTI SECTOR$371K
first bought this quarter
- CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF$330K
first bought this quarter
+8 more in the Excel export
Added to (37)
- VANGUARD WORLD FD - MEGA GRWTH IND+396%
now $13.4M
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+307%
now $5.0M
- VANGUARD INDEX FDS - MID CAP ETF+300%
now $2.9M
- SCHWAB STRATEGIC TR - US LRG CAP ETF+36%
now $3.8M
- SCHWAB STRATEGIC TR - FUNDAMENTAL US L+3%
now $21.7M
- ISHARES TR - ESG MSCI KLD ETF+19%
now $4.4M
+31 more in the Excel export
Trimmed (38)
now $40.5M · held 10+ qtrs, 2 trims in a row
now $19.1M · held 10+ qtrs
$TSLATesla, Inc.-39%
now $2.4M · held 7 qtrs
now $28.1M · held 10+ qtrs
now $7.3M · held 10+ qtrs
- VANGUARD WELLINGTON FD - SHORT TRM TAX EX-69%
now $213K
+32 more in the Excel export
Holdings by quarter
Every 13F PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow PENNSYLVANIA CAPITAL MANAGEMENT?
Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PENNSYLVANIA CAPITAL MANAGEMENT's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+11.2%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 10% over the last 4
Top 10 weight
58%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV disclosed 123 positions worth $394.8M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 10.3% of the equity portfolio. During the quarter the fund opened 14 new positions and exited 3 — including a new stake in $PANW. The portfolio is most concentrated in Other (57.0% of disclosed assets). All figures are sourced directly from PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV’s Form 13F-HR filing with the SEC under CIK 1004140.
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