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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 $291,596,974
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 165,099 $41,344,014 14.17%
2.
Microsoft Corp
 MSFT 88,302 $37,219,104 12.76%
3.
Ishares Trust
 IEF 44,127 $25,976,513 8.9%
4.
Amazon Com Inc
 AMZN 115,833 $25,412,616 8.71%
5.
J P Morgan Exchange Traded F
 392,391 $17,900,867 6.13%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)