PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
All 13F Filings
- Location
- Huntingdon Valley, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 365,351
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 248.7 K | 68.1% | 16.32 K | 0 | 16.32 K |
| ETFs | 116.6 K | 31.9% | 5.394 K | 0 | 5.394 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
365,351
Holdings
113
QoQ value change ($000)
21,724
(6.3%)
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.