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CIK: 0002010374
Total reported value
$260.1M
$260.1M
86 檔
29.9%
According to the latest 13F quarterly dataset, Pfc Capital Group, Inc. managed an equity portfolio of $260.1M at the end of Q1 2025, spanning 86 distinct U.S. exchange-listed positions.
During Q1 2025, Pfc Capital Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.85% | -0.09% | -4.16% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.72% | -0.94% | -5.78% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.00% | -0.13% | -1.02% | |
| 4 | QCOM | Qualcomm Inc | Stock-Tech | 6.00% | +0.72% | -4.44% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.63% | -0.01% | -2.04% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.71% | -0.04% | -2.23% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 3.35% | -0.28% | -1.69% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.84% | +0.37% | -3.78% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.80% | -0.48% | -2.63% | |
| 10 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.64% | -0.23% | -4.24% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.60% | +0.38% | -0.67% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.26% | +0.18% | -14.91% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.22% | -0.21% | -6.45% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 1.77% | -0.04% | -9.71% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.74% | -0.33% | -8.67% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.16% | -0.90% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.47% | -0.35% | -0.85% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.18% | -0.07% | -5.44% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.12% | -1.69% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 1.05% | -0.07% | -1.35% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | -0.05% | -4.69% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.04% | +0.86% | -0.40% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.05% | -5.25% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.05% | -6.57% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.08% | — | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.95% | -0.14% | -0.55% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.91% | -0.02% | -5.43% | |
| 28 | ITW | Illinois Tool Works | Stock-Industrials | 0.90% | -0.07% | -6.88% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.85% | -0.09% | -7.36% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.78% | +1.69% | -14.50% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | +0.27% | -3.00% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.69% | -0.01% | -9.67% | |
| 33 | LIN | Linde plc | Stock-Materials | 0.62% | — | +6.02% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | -0.11% | -9.43% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.30% | — | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.09% | -1.59% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.55% | -0.18% | — | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.52% | +0.03% | -0.96% | |
| 39 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.50% | +0.02% | — | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.50% | -0.04% | -2.90% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | -0.03% | — | |
| 42 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.50% | -0.04% | — | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.50% | +0.01% | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.49% | -0.01% | — | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.05% | -3.31% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.45% | -0.02% | -4.62% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.03% | -1.18% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.12% | -1.09% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.40% | -0.03% | — | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.40% | -0.05% | -6.19% |
According to official SEC Form 13F filings, Pfc Capital Group, Inc. reported a total U.S. public equity portfolio value of $260.1M across 86 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, SPY) accounted for 29.9% of total reported equity market value during Q1 2025.
During Q1 2025, Pfc Capital Group, Inc.'s top holdings by market value included AAPL (10.8%)、MSFT (9.7%)、SPY (7.0%). The largest single position, AAPL, represented 10.8% of total portfolio value.
In Q1 2025, Pfc Capital Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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