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Home > Institutional Investor > Pennsylvania Capital Management Inc V > Profile

Instuitional Investor - Pennsylvania Capital Management Inc V

Fund Profile
Filing Period:
Fund Name: Pennsylvania Capital Management Inc V
Portfolio Value $272,378,025
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 163,476 $36,312,860 13.33%
2.
Microsoft Corp
 MSFT 87,460 $32,831,692 12.05%
3.
Ishares Trust
 IEF 45,831 $25,752,292 9.45%
4.
Amazon Com Inc
 AMZN 120,384 $22,904,272 8.41%
5.
J P Morgan Exchange Traded F - INCOME ETF
 395,558 $18,223,347 6.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)