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PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV Historic Quarter Change: USA Stocks, New

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PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV opened 27 positions, added to 164, reduced 189 and sold out of 18.

  • Q2 2026: Stock PANW; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock CAT; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock GE; Country of operation United States; Class COM NEW; Shares before 0.
  • Q2 2026: Stock CSCO; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1004140), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PANW
PALO ALTO NETWORKS INC		United StatesCOM01,799+1,799$0$613,495+$613,4952026-07-24
Q2 2026CAT
CATERPILLAR INC		United StatesCOM0267+267$0$284,328+$284,3282026-07-24
Q2 2026GE
GE AEROSPACE		United StatesCOM NEW0665+665$0$248,530+$248,5302026-07-24
Q2 2026CSCO
CISCO SYS INC		United StatesCOM02,080+2,080$0$244,262+$244,2622026-07-24
Q2 2026CRWD
CROWDSTRIKE HLDGS INC		United StatesCL A0307+307$0$234,284+$234,2842026-07-24
Q1 2026MRK
MERCK & CO INC		United StatesCOM01,835+1,835$0$220,732+$220,7322026-04-28
Q4 2025GLD
SPDR GOLD TR		United StatesGOLD SHS0579+579$0$229,463+$229,4632026-01-26
Q4 2025AMD
ADVANCED MICRO DEVICES INC		United StatesCOM0954+954$0$204,309+$204,3092026-01-26
Q4 2025ROST
ROSS STORES INC		United StatesCOM01,125+1,125$0$202,658+$202,6582026-01-26
Q3 2025WMT
WALMART INC		United StatesCOM02,098+2,098$0$216,220+$216,2202025-11-07
Q3 2025GE
GE AEROSPACE		United StatesCOM NEW0674+674$0$202,753+$202,7532025-11-07
Q2 2025PANW
PALO ALTO NETWORKS INC		United StatesCOM01,100+1,100$0$225,104+$225,1042025-07-18
Q2 2025GS
GOLDMAN SACHS GROUP INC		United StatesCOM0305+305$0$215,864+$215,8642025-07-18
Q2 2025PEG
PUBLIC SVC ENTERPRISE GRP IN		United StatesCOM02,391+2,391$0$201,280+$201,2802025-07-18
Q1 2025FBTC
FIDELITY WISE ORIGIN BITCOIN		United StatesSHS02,922+2,922$0$210,296+$210,2962025-04-22
Q4 2024TSLA
TESLA INC		United StatesCOM02,233+2,233$0$901,775+$901,7752025-01-27
Q4 2024MSTR
MICROSTRATEGY INC		United StatesCL A NEW03,110+3,110$0$900,718+$900,7182025-01-27
Q4 2024AVGO
BROADCOM INC		United StatesCOM01,953+1,953$0$452,784+$452,7842025-01-27
Q4 2024IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM0926+926$0$203,647+$203,6472025-01-27
Q4 2024PANW
PALO ALTO NETWORKS INC		United StatesCOM01,101+1,101$0$200,338+$200,3382025-01-27
Q3 2024CEG
CONSTELLATION ENERGY CORP		United StatesCOM01,639+1,639$0$426,173+$426,1732024-10-15
Q3 2024COF
CAPITAL ONE FINL CORP		United StatesCOM01,915+1,915$0$286,733+$286,7332024-10-15
Q3 2024CW
CURTISS WRIGHT CORP		United StatesCOM0669+669$0$219,894+$219,8942024-10-15
Q3 2024EXC
EXELON CORP		United StatesCOM05,355+5,355$0$217,157+$217,1572024-10-15
Q3 2024PEG
PUBLIC SVC ENTERPRISE GRP IN		United StatesCOM02,370+2,370$0$211,452+$211,4522024-10-15
Q2 2024ASML
ASML HOLDING N V		N Y REGISTRY SHS0260+260$0$265,910+$265,9102024-07-12
Q1 2024ORCL
ORACLE CORP		United StatesCOM01,690+1,690$0$212,281+$212,2812024-04-30

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