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Pennsylvania Capital Management

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
232815817
SEC advisor number
801-50732
FINRA CRD number
107648
AUM ?
$760.67M (as of 2 Nov 21)
Accounts
998 (as of 2 Nov 21)
Employees
10 (4 investment advisory or research)
Address
Pennsylvania Capital Management
1841 HUNTINGDON PIKE
HUNTINGDON VALLEY
PA 19006
Phone
2158817700

Investment data

Data from SEC filings
Top 50 of 108 long holdings
End of quarter 31 Dec 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$58.97M 332.11K 225.14K +47.5
$40.31M 12.09K 11.65K +3.8
$37.88M 112.62K 103.01K +9.3
$15.05M 31.55K 30.98K +1.8
$8.64M 26.91K 26.35K +2.1
$7.56M 93.52K 89.62K +4.4
$6.41M 11.82K 11.86K -0.4
Vanguard Specialized Funds
$6.35M 37K 36.21K +2.2
$5.9M 2.04K 1.28K +59.8
$5.65M 19.96K 20.45K -2.4
$5.14M 15.29K 7.41K +106.2
$5.14M 1.78K 1.29K +37.3
$4.82M 16.13K 3.57K +351.4
$4.8M 23.12K 23.84K -3.0
Wisdomtree TR
$3.72M 71.71K 75.52K -5.0
$3.36M 128.5K 128.5K 0
$3.26M 45.55K 10.98K +314.7
$3.18M 5.6K 1.6K +250.0
$2.97M 11.23K 11.23K 0
$2.67M 32.39K 36.14K -10.4
$2.6M 20.11K 1.99K +912.1
$2.14M 7.26K 5.3K +37.0
$2.11M 18.41K 20.47K -10.1
$1.92M 30.41K 23.4K +29.9
$1.75M 6.89K 6.63K +4.0
$1.59M 2.38K 2.39K -0.5
$1.51M 29.52K 34.05K -13.3
$1.43M 10.15K NEW
$1.42M 12.47K 11.3K +10.4
$1.34M 2.66K 2.66K 0
$1.33M 893 NEW
$1.26M 8.13K 2.13K +281.6
$1.2M 54.71K 56.45K -3.1
$1.18M 3.6K NEW
$1.14M 12.21K 12.46K -2.1
$1.13M 6.6K 5.6K +17.9
$1.04M 167.6K 184.1K -9.0
$1.04M 19.93K NEW
$1.03M 6.4K NEW
$1M 3.63K 3.63K 0
$998K 4.13K 4.02K +2.7
$977K 18.98K 17.94K +5.8
$958K 88.11K 140.19K -37.1
$914K 5.2K 5.2K 0
$862K 10.72K 9.82K +9.2
$853K 14.45K NEW
$774K 7.89K 7.89K 0
$773K 18.53K 12.02K +54.2
$770K 3.41K 2.57K +32.8
$729K 2.25K 2.25K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

25 Jan 22
31 Dec 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings