Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
232815817
SEC advisor number
801-50732
FINRA CRD number
107648
AUM ?
$463.45M (as of 23 Jun 20)
Accounts
923 (as of 23 Jun 20)
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 65 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$27.97M 8.83K 6.67K +32.5
$25.98M 198.45K 169.7K +16.9
$20.77M 95.99K 89.25K +7.5
$11.93M 31.29K 29.99K +4.3
$5.35M 21.07K 20.25K +4.1
Vanguard Specialized Funds
$4.2M 29.57K 24.61K +20.1
$4.16M 17.22K 20.5K -16.0
$3.94M 24.37K 26.29K -7.3
$3.55M 53.45K 55.23K -3.2
Wisdomtree TR
$2.86M 52.56K 40.57K +29.5
$2.76M 6.81K 5.08K +33.9
$2.75M 41.36K 28.49K +45.1
$2.65M 129.03K 129.48K -0.3
$2.14M 1.22K 384 +217.4
$1.76M 77.52K 89.44K -13.3
$1.55M 889 889 0
$1.43M 6.55K 5.25K +24.7
$1.34M 5.32K 1.5K +254.3
$1.32M 5.61K 6.77K -17.2
$1.19M 23.29K 36.11K -35.5
$1.17M 11.84K 16.32K -27.4
$1.03M 5.2K 4.48K +15.9
$1.03M 12.52K 3.13K +299.9
$1.01M 2.01K 1.67K +19.9
$964K 10.41K 10.41K -0.0
$958K 81.62K 31.62K +158.1
$948K 9.73K 36.26K -73.2
$945K 2.66K 2.67K -0.3
$884K 5.6K 5.59K +0.2
$867K 3.7K 3.04K +21.7
$732K 50.51K 50.51K 0
$647K 2.55K 2.55K 0
$640K 10.61K NEW
$635K 10.98K 10.98K 0
$589K 4K 3.78K +5.6
$587K 1.6K 1.6K 0
$583K 3.68K NEW
$574K 7.91K 3.88K +104.1
Raytheon Technologies Corp
$528K 7.49K 8.17K -8.3
$522K 8.95K NEW
$511K 6.21K 7.5K -17.2
$477K 3.39K 3.39K 0
$414K 5.81K 5.95K -2.3
$401K 1.95K NEW
$398K 100K 27.87K +258.9
$395K 3.07K 3.08K -0.6
$384K 2.5K NEW
$376K 2.13K NEW
$371K 1.72K NEW
$347K 2.11K 2.09K +0.8
Holdings list only includes long positions. Only includes long positions.

Calendar

27 Jan 21
31 Dec 21

News

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings