PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
All 13F Filings
- Location
- Huntingdon Valley, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 349,454
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 112 | 349,454 | 13F-HR | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
| Q4 2025 | 1/26/2026 | 113 | 365,351 | 13F-HR | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
| Q3 2025 | 11/7/2025 | 108 | 343,627 | 13F-HR | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
| Q2 2025 | 7/18/2025 | 107 | 312,696 | 13F-HR | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 159.6 K | 45.7% | 0 | 89.12 K | -89.12 K |
| ETFs | 189.1 K | 54.1% | 72.49 K | 0 | 72.49 K |
| Debt | 740 | 0.2% | 740 | 0 | 740 |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
349,454
Holdings
112
QoQ value change ($000)
-15,897
(-4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.