Fund Universe

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

CIK 0001004140 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.610
AUM ($M)
395
Positions
123
Turnover
0.06
Top-10 wt
58%
Herfindahl
0.043
History (qtrs)
6
Excess Return
-12.9%

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Quarter
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Security type

Holdings · 126 positions · portfolio value $395M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › APPLE INC TRIM 10.3% -0.5% 40.5 140,052 -8,754 5
IVV funds › ISHARES TR ADD 8.8% +0.3% 34.8 46,506 +914 5
MSFT funds › MICROSOFT CORP TRIM 7.1% -1.1% 28.1 75,371 -2,025 5
FNDX funds › SCHWAB STRATEGIC TR ADD 5.5% +0.1% 21.7 698,020 +22,732 5
JPIE funds › J P MORGAN EXCHANGE TRADED F ADD 5.4% -0.6% 21.5 466,095 +4,698 5
AMZN funds › AMAZON COM INC TRIM 4.8% -0.3% 19.1 80,292 -6,874 5
BINC funds › BLACKROCK ETF TRUST II ADD 4.8% -0.5% 19.0 362,510 +3,980 5
NVDA funds › NVIDIA CORPORATION TRIM 4.0% +0.0% 15.9 79,243 -704 5
FNDF funds › SCHWAB STRATEGIC TR ADD 3.8% -0.0% 15.1 286,731 +10,169 5
MGK funds › VANGUARD WORLD FD ADD 3.4% +0.2% 13.4 152,625 +121,855 5
VOO funds › VANGUARD INDEX FDS TRIM 3.0% +0.0% 11.7 17,050 -8 5
JNJ funds › JOHNSON & JOHNSON TRIM 2.7% -0.3% 10.8 42,653 -281 5
IJH funds › ISHARES TR ADD 2.3% +0.0% 9.1 118,382 +416 5
SMH funds › VANECK ETF TRUST TRIM 2.3% +0.8% 9.1 13,892 -10 5
GOOGL funds › ALPHABET INC TRIM 1.8% +0.1% 7.3 20,317 -1,365 5
SOXX funds › ISHARES TR TRIM 1.3% +0.5% 5.1 7,990 -31 5
LLY funds › ELI LILLY & CO ADD 1.3% +0.2% 5.0 4,204 +64 5
JPST funds › J P MORGAN EXCHANGE TRADED F ADD 1.3% +0.9% 5.0 99,482 +75,041 5
VMC funds › VULCAN MATLS CO TRIM 1.1% -0.1% 4.5 15,219 -100 5
DSI funds › ISHARES TR ADD 1.1% +0.2% 4.4 31,148 +4,946 5
IXUS funds › ISHARES TR HOLD 1.0% -0.0% 4.1 42,618 +0 5 +3.8%
SCHX funds › SCHWAB STRATEGIC TR ADD 1.0% +0.3% 3.8 128,782 +34,197 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.9% +0.0% 3.6 4,863 -42 5
IJR funds › ISHARES TR TRIM 0.9% +0.0% 3.6 24,464 -317 5
XLY funds › SELECT SECTOR SPDR TR HOLD 0.9% -0.0% 3.6 30,720 +0 5
VO funds › VANGUARD INDEX FDS ADD 0.7% -0.0% 2.9 35,463 +26,599 5
TSLA funds › TESLA INC TRIM 0.6% -0.4% 2.4 5,669 -3,591 5
CZNC funds › CITIZENS & NORTHN CORP HOLD 0.6% -0.0% 2.3 99,967 +0 5
VB funds › VANGUARD INDEX FDS ADD 0.6% +0.0% 2.3 7,619 +2 5
GOOG funds › ALPHABET INC TRIM 0.6% +0.0% 2.3 6,438 -20 5
SCHD funds › SCHWAB STRATEGIC TR TRIM 0.6% -0.1% 2.2 69,237 -5,282 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.5% -0.0% 2.1 4,175 +149 5
ADI funds › ANALOG DEVICES INC TRIM 0.5% +0.0% 2.0 5,075 -125 5
MS funds › MORGAN STANLEY HOLD 0.5% +0.1% 1.8 8,817 +0 5
SCHG funds › SCHWAB STRATEGIC TR ADD 0.5% +0.1% 1.8 53,696 +6,590 5
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.4% -0.1% 1.6 43,335 +0 5
SCHM funds › SCHWAB STRATEGIC TR ADD 0.4% +0.1% 1.6 42,803 +8,477 5
VOT funds › VANGUARD INDEX FDS HOLD 0.4% +0.0% 1.5 4,882 +0 5 -12.3%
CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD 0.4% -0.1% 1.4 10,567 +0 5
RTX funds › RTX CORPORATION HOLD 0.4% -0.1% 1.4 7,514 +0 5
IVW funds › ISHARES TR HOLD 0.4% +0.0% 1.4 10,356 +0 5 +3.7%
VYM funds › VANGUARD WHITEHALL FDS TRIM 0.4% -0.1% 1.4 8,976 -1,465 5
IVES funds › WEDBUSH SER TR TRIM 0.4% +0.0% 1.4 36,533 -2,060 4 +20.1%
VOX funds › VANGUARD WORLD FD HOLD 0.3% -0.0% 1.3 6,952 +0 5
JPM funds › JPMORGAN CHASE & CO ADD 0.3% +0.1% 1.2 3,546 +830 5
NEE funds › NEXTERA ENERGY INC ADD 0.3% -0.1% 1.2 13,131 +1 5
IVE funds › ISHARES TR TRIM 0.3% -0.0% 1.1 5,034 -3 5
VTI funds › VANGUARD INDEX FDS TRIM 0.3% -0.1% 1.1 3,081 -624 5
JMST funds › J P MORGAN EXCHANGE TRADED F TRIM 0.3% -0.1% 1.1 21,463 -2,249 5
CNC funds › CENTENE CORP DEL TRIM 0.3% +0.1% 1.1 16,691 -4,500 5
JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD 0.2% +0.0% 1.0 15,585 +1,915 5
QQQ funds › INVESCO QQQ TR HOLD 0.2% +0.0% 0.9 1,274 +0 5
META funds › META PLATFORMS INC TRIM 0.2% -0.0% 0.9 1,564 -4 5
TXN funds › TEXAS INSTRS INC TRIM 0.2% +0.0% 0.9 2,898 -248 5
COF funds › CAPITAL ONE FINL CORP HOLD 0.2% -0.0% 0.8 4,102 +0 5
BX funds › BLACKSTONE INC TRIM 0.2% -0.0% 0.8 6,437 -354 5
AVGO funds › BROADCOM INC TRIM 0.2% -0.0% 0.7 1,974 -285 5
AMP funds › AMERIPRISE FINL INC HOLD 0.2% -0.0% 0.7 1,606 +0 5
JBND funds › J P MORGAN EXCHANGE TRADED F HOLD 0.2% -0.0% 0.7 13,770 +0 2 -34.5%
CUSIP:949746804 funds › WELLS FARGO & CO TRIM 0.2% -0.0% 0.7 621 -24 5
SCHA funds › SCHWAB STRATEGIC TR ADD 0.2% +0.0% 0.7 19,457 +872 5
MINO funds › PIMCO ETF TR ADD 0.2% +0.1% 0.7 14,811 +7,760 3 -22.2%
XLF funds › SELECT SECTOR SPDR TR HOLD 0.2% -0.0% 0.7 12,406 +0 5 -13.6%
PFF funds › ISHARES TR HOLD 0.2% -0.0% 0.7 21,590 +0 5
PANW funds › PALO ALTO NETWORKS INC NEW 0.2% +0.2% 0.6 1,799 +1,799 1 +496.1% re-entry
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.2% +0.1% 0.6 1,035 -19 3 +155.1%
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.1% +0.1% 0.6 3,439 +3,439 1 -90.9%
FTNT funds › FORTINET INC HOLD 0.1% +0.1% 0.6 3,800 +0 5
IWB funds › ISHARES TR HOLD 0.1% +0.0% 0.6 1,418 +0 5
CGNG funds › CAPITAL GROUP NEW GEOGRAPHY ADD 0.1% +0.1% 0.6 14,880 +6,268 2 -15.0%
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% -0.0% 0.5 585 +20 5
SYF funds › SYNCHRONY FINANCIAL HOLD 0.1% -0.0% 0.5 7,144 +0 5
ERIE funds › ERIE INDTY CO TRIM 0.1% -0.0% 0.5 2,250 -300 5
FULT funds › FULTON FINL CORP PA HOLD 0.1% +0.0% 0.5 21,900 +0 5
XLE funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 0.5 9,786 +321 5
SMHX funds › VANECK ETF TRUST HOLD 0.1% +0.0% 0.5 7,810 +0 5 +55.1%
JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.1% 0.5 8,739 -2,654 5
VCRM funds › VANGUARD MUN BD FDS HOLD 0.1% -0.0% 0.5 6,444 +0 3 -21.6%
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.1% +0.0% 0.5 2,037 +233 5
IBIT funds › ISHARES BITCOIN TRUST ETF ADD 0.1% +0.0% 0.5 14,138 +6,569 5
GD funds › GENERAL DYNAMICS CORP HOLD 0.1% -0.0% 0.5 1,320 +0 5
VSDM funds › VANGUARD MUN BD FDS NEW 0.1% +0.1% 0.5 6,092 +6,092 1 -20.1%
CW funds › CURTISS WRIGHT CORP HOLD 0.1% -0.0% 0.5 613 +0 5
FELG funds › FIDELITY COVINGTON TRUST TRIM 0.1% -0.0% 0.5 10,595 -1,026 4 -6.6%
LPLA funds › LPL FINL HLDGS INC HOLD 0.1% -0.0% 0.4 1,572 +0 5
QCOM funds › QUALCOMM INC TRIM 0.1% +0.0% 0.4 2,321 -313 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.1% +0.0% 0.4 420 +58 5 +29.3%
VBIL funds › VANGUARD INSTL INDEX FD TRIM 0.1% -0.1% 0.4 5,529 -3,663 5 -21.4%
GPIX funds › GOLDMAN SACHS ETF TR HOLD 0.1% -0.0% 0.4 7,466 +0 3 -1.1%
CEG funds › CONSTELLATION ENERGY CORP HOLD 0.1% -0.0% 0.4 1,634 +0 5
BAC funds › BANK OF AMER CORP HOLD 0.1% +0.0% 0.4 7,022 +0 5
DRAM funds › ROUNDHILL ETF TRUST NEW 0.1% +0.1% 0.4 5,369 +5,369 1 +62.4%
VGMS funds › VANGUARD MALVERN FDS NEW 0.1% +0.1% 0.4 7,238 +7,238 1 -17.8%
CMG funds › CHIPOTLE MEXICAN GRILL INC HOLD 0.1% -0.0% 0.3 9,700 +0 5
CGHM funds › CAPITAL GRP FIXED INCM ETF T NEW 0.1% +0.1% 0.3 12,757 +12,757 1 -17.0%
VUG funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.3 3,654 +3,045 5
WMT funds › WALMART INC ADD 0.1% -0.0% 0.3 2,632 +21 4 -6.1%
CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD 0.1% +0.0% 0.3 5,801 +408 3 +5.3%
JMUB funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 0.3 5,614 +695 5 -21.0%
CAT funds › CATERPILLAR INC NEW 0.1% +0.1% 0.3 267 +267 1 -27.0%
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.1% -0.0% 0.3 557 -149 5
GLD funds › SPDR GOLD TR HOLD 0.1% -0.0% 0.3 739 +0 3 -13.5%
IWF funds › ISHARES TR ADD 0.1% +0.0% 0.3 2,164 +1,623 5 -5.4%
IWD funds › ISHARES TR NEW 0.1% +0.1% 0.3 1,103 +1,103 1 +32.7%
CUSIP:060505682 funds › BANK OF AMER CORP HOLD 0.1% -0.0% 0.3 212 +0 5
EFA funds › ISHARES TR HOLD 0.1% -0.0% 0.3 2,542 +0 5 -1.1%
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% +0.0% 0.3 935 +1 5
SCHB funds › SCHWAB STRATEGIC TR ADD 0.1% +0.0% 0.3 8,975 +513 5 +0.3%
HYDB funds › ISHARES TR ADD 0.1% -0.0% 0.3 5,418 +83 5
MRK funds › MERCK & CO INC ADD 0.1% +0.0% 0.2 1,945 +110 2 -2.2% re-entry
EXC funds › EXELON CORP HOLD 0.1% -0.0% 0.2 5,355 +0 5
GE funds › GE AEROSPACE NEW 0.1% +0.1% 0.2 665 +665 1 +163.2% re-entry
DGRO funds › ISHARES TR HOLD 0.1% -0.0% 0.2 3,264 +0 5
CSCO funds › CISCO SYS INC NEW 0.1% +0.1% 0.2 2,080 +2,080 1 -45.9%
CRWD funds › CROWDSTRIKE HLDGS INC NEW 0.1% +0.1% 0.2 307 +307 1 +282.7%
ROST funds › ROSS STORES INC TRIM 0.1% -0.0% 0.2 1,099 -26 3 +56.2%
ORCL funds › ORACLE CORP ADD 0.1% -0.0% 0.2 1,565 +49 5
MSTR funds › STRATEGY INC TRIM 0.1% -0.0% 0.2 2,607 -4 5
SUSA funds › ISHARES TR NEW 0.1% +0.1% 0.2 1,464 +1,464 1 +7.4% re-entry
SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% -0.0% 0.2 2,424 -408 5
VTES funds › VANGUARD WELLINGTON FD TRIM 0.1% -0.1% 0.2 2,104 -4,792 3 -22.5%
TFLO funds › ISHARES TR NEW 0.1% +0.1% 0.2 4,094 +4,094 1 -20.3%
HODL funds › VANECK BITCOIN ETF NEW 0.0% +0.0% 0.2 10,295 +10,295 1 -80.6% re-entry
FBTC funds › FIDELITY WISE ORIGIN BITCOIN EXIT 0.0% -0.2% 0.0 0 -9,605 0
BIL funds › SPDR SERIES TRUST EXIT 0.0% -0.2% 0.0 0 -8,665 0 -35.5% re-entry
ADP funds › AUTOMATIC DATA PROCESSING IN EXIT 0.0% -0.1% 0.0 0 -1,279 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 395 123 0.06 58% 0.043 0.608 in
2026Q1 349 112 0.05 61% 0.046 0.646 in
2025Q4 365 113 0.06 62% 0.050 0.603 in
2025Q3 344 108 0.07 61% 0.051 0.575 in
2025Q2 313 107 0.16 59% 0.049 0.387 entered
2025Q1 272 99 0.00 66% 0.061 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status