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Manager record

Pennsylvania Capital Management Inc /Adv

Huntingdon Valley, PA · CIK 1004140 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$394.75MReported 13F valueQ2 2026 · as filed
123Holdings listed
+13.0%vs prior quartervalue change includes market moves
5Quarters on record
Jul 24Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $312.7M$312.7MQ2 2025107 holdingsQ3 2025: $343.6M$343.6MQ3 2025108 holdingsQ4 2025: $365.4M$365.4MQ4 2025114 holdingsQ1 2026: $349.5M$349.5MQ1 2026112 holdingsQ2 2026: $394.8M$394.8MQ2 2026123 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 24 2026 13F-HR · period Q2 2026

$394.75M · 123 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$349.45M · 112 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$365.35M · 114 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$343.63M · 108 holdings listed · View original SEC filing ↗
Jul 18 2025 13F-HR · period Q2 2025

$312.70M · 107 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 24, 2026 · Change methodology