account_balance
Investment manager · 13F filer · SEC CIK 1004140
Pennsylvania Capital Management Inc
Reported value$415Mas of Sep 30, 2026
Positions116 6 new, 13 sold out
Top 10 weight56.4%AAPL alone is 11%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
11.3%
MSFTMicrosoft Corp
9.4%
IVViShares Tr
8.4%Trimmed −2%
FNDXSchwab Strategic Tr
5.3%
AMZNAmazon.com Inc
4.8%
NVDANVIDIA Corp
4.5%Added +3%
FNDFSchwab Strategic Tr
3.7%
MGKVanguard World Fd
3.4%
VOOVanguard Index FDS
2.8%
JNJJohnson & Johnson
2.8%
JPIEJ P Morgan Exchange Traded F
2.4%−52%
VRIGInvesco Actively Managed Exc
2.4%New
AAPLApple Inc.
11.3%
MSFTMicrosoft Corp
9.4%
IVViShares Tr
8.4%−2%
FNDXSchwab Strategic Tr
5.3%
AMZNAmazon.com Inc
4.8%
NVDANVIDIA Corp
4.5%
FNDFSchwab Strategic Tr
3.7%
MGKVanguard World Fd
3.4%
VOO2.8%
JNJ2.8%JPIE
VRIG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 11.3% HeldMSFT Microsoft Corp 9.4% Held
IVV iShares Tr 8.4% Trimmed −2%
FNDX Schwab Strategic Tr 5.3% Held
AMZN Amazon.com Inc 4.8% HeldNVDA NVIDIA Corp 4.5% Added +3%FNDF Schwab Strategic Tr 3.7% Held
MGK Vanguard World Fd 3.4% Held
VOO Vanguard Index FDS 2.8% Held
JNJ Johnson & Johnson 2.8% HeldJPIE J P Morgan Exchange Traded F 2.4% Trimmed −52%
VRIG Invesco Actively Managed Exc 2.4% New
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.