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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 $349,454,313
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 148,806 $37,765,371 10.81%
2.
Ishares Trust
 IEF 45,592 $29,781,051 8.52%
3.
Microsoft Corp
 MSFT 77,396 $28,649,515 8.2%
4.
J P Morgan Exchange Traded F - INCOME ETF
 461,397 $21,256,541 6.08%
5.
Schwab Strategic Trust
 SCHD 675,288 $18,806,766 5.38%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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