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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 $394,753,284
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 140,052 $40,525,561 10.27%
2.
Ishares Trust
 IEF 46,506 $34,827,782 8.82%
3.
Microsoft Corp
 MSFT 75,371 $28,114,996 7.12%
4.
Schwab Strategic Trust
 SCHD 698,020 $21,708,422 5.5%
5.
J P Morgan Exchange Traded F - INCOME ETF
 466,095 $21,463,687 5.44%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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