13F Filings History of PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$365,351,139
Signature - Title
Irvin G. Schorsch, III - President, Director, and CCO
Location
Huntingdon Valley, PA
Summary
This page shows a list of all the recent 13F filings made by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV reported 113 stock holdings with total value $365,351,139 as of Q4 2025. Top holdings included AAPL, MSFT, IVV, JPIE, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 113 $365,351,139 +$23,984,127 -$7,798,728 +$16,185,399 AAPL, MSFT, IVV, JPIE, AMZN 13F-HR 26 Jan 2026, 15:56
Q3 2025 108 $343,626,605 +$17,954,476 -$12,924,745 +$5,029,731 MSFT, AAPL, IVV, JPIE, AMZN 13F-HR 06 Nov 2025, 17:38
Q2 2025 107 $312,696,468 +$50,038,158 -$37,926,361 +$12,111,797 MSFT, AAPL, IVV, AMZN, JPIE 13F-HR 17 Jul 2025, 17:33
Q1 2025 99 $272,378,025 +$14,096,338 -$12,975,798 +$1,120,540 AAPL, MSFT, IVV, AMZN, JPIE 13F-HR 22 Apr 2025, 16:17
Q4 2024 100 $291,596,974 +$35,254,720 -$19,210,517 +$16,044,203 AAPL, MSFT, IVV, AMZN, JPIE 13F-HR 24 Jan 2025, 19:43
Q3 2024 98 $278,410,926 +$26,383,157 -$15,195,440 +$11,187,717 AAPL, MSFT, IVV, AMZN, JPIE 13F-HR 15 Oct 2024, 14:54
Q2 2024 87 $259,903,969 +$22,650,144 -$10,676,829 +$11,973,315 MSFT, AAPL, AMZN, IVV, JPIE 13F-HR 12 Jul 2024, 15:02
Q1 2024 85 $242,789,090 +$16,667,738 -$34,412,203 -$17,744,465 MSFT, AAPL, AMZN, IVV, JPIE 13F-HR 30 Apr 2024, 13:52
Q4 2023 90 $252,217,306 +$22,424,160 -$39,881,440 -$17,457,280 AAPL, MSFT, AMZN, IVV, JPIE 13F-HR 08 Feb 2024, 18:48
Q3 2023 91 $240,958,063 +$20,848,919 -$1,998,787 +$18,850,132 AAPL, MSFT, AMZN, TFLO, IVV 13F-HR 25 Oct 2023, 21:46
Q2 2023 88 $233,007,606 +$8,152,360 -$5,290,726 +$2,861,634 AAPL, MSFT, AMZN, IVV, SCHD 13F-HR 18 Jul 2023, 16:11
Q1 2023 86 $206,645,572 +$22,751,485 -$20,306,600 +$2,444,885 AAPL, MSFT, AMZN, SCHD, IVV 13F-HR 19 Apr 2023, 19:17
Q4 2022 90 $189,523,764 +$33,407,732 -$29,069,547 +$4,338,185 AAPL, MSFT, AMZN, IVV, SCHD 13F-HR 20 Jan 2023, 21:34
Q3 2022 81 $180,857,000 +$10,446,576 -$6,516,706 +$3,929,870 AAPL, MSFT, AMZN, SCHD, IVV 13F-HR 12 Oct 2022, 17:59
Q2 2022 81 $189,247,000 +$35,126,572 -$13,819,000 +$21,307,572 AAPL, MSFT, AMZN, SCHD, IVV 13F-HR 15 Jul 2022, 16:43
Q1 2022 84 $234,336,000 +$12,505,827 -$55,774,879 -$43,269,052 AAPL, AMZN, MSFT, IVV, SCHD 13F-HR 15 Apr 2022, 11:57
Q4 2021 109 $292,268,000 +$60,579,487 -$5,192,513 +$55,386,974 AAPL, AMZN, MSFT, IVV, VUG 13F-HR 21 Jan 2022, 18:51
Q3 2021 86 $224,009,000 +$18,519,793 -$1,460,110 +$17,059,683 AMZN, AAPL, MSFT, IVV, VUG 13F-HR 05 Nov 2021, 16:13
Q2 2021 72 $203,579,000 +$13,391,341 -$3,212,484 +$10,178,857 AMZN, AAPL, MSFT, IVV, VUG 13F-HR 12 Jul 2021, 16:50
Q1 2021 70 $170,277,000 +$15,939,515 -$1,439,103 +$14,500,412 AMZN, AAPL, MSFT, IVV, VUG 13F-HR 21 Apr 2021, 21:33
Q4 2020 65 $152,918,000 +$24,853,388 -$9,719,931 +$15,133,457 AMZN, AAPL, MSFT, IVV, VUG 13F-HR 15 Jan 2021, 16:07
Q3 2020 57 $127,801,000 +$78,208,089 -$132,445,290 -$54,237,201 AMZN, AAPL, MSFT, IVV, VUG 13F-HR 07 Oct 2020, 16:36
Q2 2020 115 $187,589,000 +$135,240,806 -$41,279,900 +$93,960,906 AMZN, AAPL, MSFT, V, MA 13F-HR 16 Jul 2020, 21:23
Q1 2020 46 $77,174,000 +$5,258,638 -$15,635,531 -$10,376,893 MSFT, AMZN, AAPL, IVV, IJH 13F-HR 07 Apr 2020, 17:04
Q4 2019 54 $105,517,000 $0 $0 $0 MSFT, AMZN, AAPL, IVV, IJH 13F-HR 28 Jan 2020, 17:06