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Irvin G. Schorsch, III

Pennsylvania Capital Management Inc Adv

Assets Managed
$394.753M
Holdings
123
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
12.97%(2Q avg: 4.31%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pennsylvania Capital Management Inc Adv's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Pennsylvania Capital Management Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 394.753M in assets, with a quarterly growth rate of 12.97% and a 2-quarter average growth rate of 4.31%. The portfolio is managed by Irvin G. Schorsch, III, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -5.88%
10.27%
$40.526M
140,052 shares@ $289.37 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.01%
8.83%
$34.828M
46,506 shares@ $748.89 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.61%
7.13%
$28.115M
75,371 shares@ $373.03 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 3.37%
5.5%
$21.708M
698,020 shares@ $31.1 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 1.02%
5.44%
$21.464M
466,095 shares@ $46.06 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -7.88%
4.85%
$19.137M
80,292 shares@ $238.35 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 1.12%
4.81%
$18.974M
362,510 shares@ $52.35 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.88%
4.02%
$15.856M
79,243 shares@ $200.09 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 3.68%
3.84%
$15.128M
286,731 shares@ $52.76 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 396.02%
3.4%
$13.417M
152,625 shares@ $87.92 avg price

1-10 of 123