Pennsylvania Capital Management Inc has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $303 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $38.4M, Apple Inc. with a value of $30.9M, Ishares Core S&P 500 ETF with a value of $28.1M, Amazon Com Inc with a value of $19M, and J P Morgan Exchange Traded Fd with a value of $18.6M.

Examining the 13F form we can see an increase of $47.7M in the current position value, from $255M to 303M.

Below you can find more details about Pennsylvania Capital Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $303 Million
ETFs: $133 Million
Technology: $87.7 Million
Consumer Cyclical: $22.1 Million
Healthcare: $12.1 Million
Financial Services: $11.7 Million
Communication Services: $6.02 Million
Basic Materials: $4.12 Million
Energy: $2.66 Million
Other: $4.86 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $303 Million
  • Prior Value $255 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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