PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
All 13F Filings
- Location
- Huntingdon Valley, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 414,729
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 116 | 414,729 | 13F-HR | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
| Q2 2026 | 7/23/2026 | 123 | 394,753 | 13F-HR | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
| 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 | 191.4 K | 46.2% | 21.34 K | 0 | 21.34 K |
| ETFs | 223.3 K | 53.8% | 0 | 419 | -419 |
| Debt | 0 | 0.0% | 0 | 737 | -737 |
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Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
414,729
Holdings
116
QoQ value change ($000)
19,976
(5.1%)
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.