PFC CAPITAL GROUP, INC.

data from 30/09/2025

Capitalization

$ 237.958 M 10.17 %

Average holding period

6 ans

Performance

$ 60.845 M 32.14 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PFC CAPITAL GROUP, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 10.41% 24.783 M $ 47848 2023/12/31 991.773 K $ 4.13 %
2025/09/30 AAPL APPLE INC 10.00% 23.789 M $ 93429 2023/12/31 4.586 M $ 24.11 %
2025/09/30 NVDA NVIDIA CORPORATION 7.90% 18.793 M $ 100728 2023/12/31 2.875 M $ 18.10 %
2025/09/30 SPY SPDR S&P 500 ETF TR 6.67% 15.865 M $ 23815 2023/12/31 1.177 M $ 7.82 %
2025/09/30 QCOM QUALCOMM INC 4.98% 11.861 M $ 71300 2023/12/31 519.471 K $ 4.46 %
2025/09/30 AMZN AMAZON COM INC 4.18% 9.944 M $ 45292 2023/12/31 8.072 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 3.52% 8.372 M $ 34442 2023/12/31 2.307 M $ 37.95 %
2025/09/30 HD HOME DEPOT INC 2.91% 6.923 M $ 17088 2023/12/31 664.447 K $ 10.52 %
2025/09/30 VOO VANGUARD INDEX FDS 2.59% 6.156 M $ 10054 2023/12/31 352.671 K $ 7.81 %
2025/09/30 COST COSTCO WHSL CORP NEW 2.28% 5.427 M $ 5864 2023/12/31 -371.390 K $ -6.50 %
2025/09/30 QQQ INVESCO QQQ TR 2.23% 5.302 M $ 8832 2023/12/31 450.216 K $ 8.83 %
2025/09/30 LLY ELI LILLY & CO 1.88% 4.465 M $ 5852 2023/12/31 -92.832 K $ -2.12 %
2025/09/30 CHD CHURCH & DWIGHT CO INC 1.56% 3.710 M $ 42337 2023/12/31 -380.862 K $ -8.82 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.52% 3.607 M $ 23478 2023/12/31 -138.540 K $ -3.56 %
2025/09/30 META META PLATFORMS INC 1.50% 3.572 M $ 4865 2023/12/31 -18.238 K $ -0.50 %
2025/09/30 BND VANGUARD BD INDEX FDS 1.44% 3.415 M $ 45927 2025/03/31 26.029 K $ 1.01 %
2025/09/30 WMT WALMART INC 1.38% 3.275 M $ 31784 2023/12/31 170.037 K $ 5.40 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 1.36% 3.240 M $ 59811 2025/03/31 223.128 K $ 9.54 %
2025/09/30 AVES AMERICAN CENTY ETF TR 1.35% 3.219 M $ 56113 2025/03/31 171.475 K $ 7.14 %
2025/09/30 AVUV AMERICAN CENTY ETF TR 1.33% 3.160 M $ 31759 2025/03/31 210.969 K $ 9.26 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 1.33% 3.154 M $ 52651 2025/03/31 120.139 K $ 5.11 %
2025/09/30 AVLV AMERICAN CENTY ETF TR 1.32% 3.132 M $ 43354 2025/03/31 136.493 K $ 5.94 %
2025/09/30 GOOG ALPHABET INC 1.27% 3.025 M $ 12423 2023/12/31 826.139 K $ 37.30 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 1.18% 2.801 M $ 9545 2023/12/31 -166.075 K $ -4.83 %
2025/09/30 PEP PEPSICO INC 1.13% 2.694 M $ 19187 2023/12/31 165.118 K $ 6.36 %
2025/09/30 PANW PALO ALTO NETWORKS INC 1.09% 2.589 M $ 12718 2023/12/31 -11.432 K $ -0.50 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.04% 2.481 M $ 7866 2023/12/31 203.011 K $ 8.80 %
2025/09/30 KO COCA COLA CO 0.86% 2.051 M $ 30932 2023/12/31 -137.174 K $ -6.26 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.86% 2.050 M $ 12676 2023/12/31 250.057 K $ 14.02 %
2025/09/30 V VISA INC 0.80% 1.908 M $ 5590 2023/12/31 -76.606 K $ -3.85 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.76% 1.819 M $ 9811 2023/12/31 345.942 K $ 21.39 %
2025/09/30 SCHP SCHWAB STRATEGIC TR 0.75% 1.791 M $ 66486 2025/03/31 13.450 K $ 1.01 %
2025/09/30 CSCO CISCO SYS INC 0.74% 1.750 M $ 25579 2023/12/31 -22.958 K $ -1.38 %
2025/09/30 MCD MCDONALDS CORP 0.72% 1.702 M $ 5603 2023/12/31 65.831 K $ 4.01 %
2025/09/30 AVDV AMERICAN CENTY ETF TR 0.69% 1.649 M $ 18533 2025/03/31 147.420 K $ 12.31 %
2025/09/30 AVIV AMERICAN CENTY ETF TR 0.67% 1.599 M $ 23713 2025/03/31 97.499 K $ 8.36 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.66% 1.577 M $ 6050 2023/12/31 95.961 K $ 5.46 %
2025/09/30 CAT CATERPILLAR INC 0.66% 1.575 M $ 3301 2023/12/31 275.802 K $ 22.93 %
2025/09/30 AMGN AMGEN INC 0.63% 1.493 M $ 5294 2023/12/31 14.692 K $ 1.07 %
2025/09/30 AVGO BROADCOM INC 0.59% 1.406 M $ 4262 2024/06/30 220.946 K $ 19.69 %
2025/09/30 UNP UNION PAC CORP 0.56% 1.329 M $ 5623 2023/12/31 35.368 K $ 2.74 %
2025/09/30 ETN EATON CORP PLC 0.50% 1.199 M $ 3205 2023/12/31 54.610 K $ 4.84 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.49% 1.167 M $ 1466 2023/12/31 114.294 K $ 12.53 %
2025/09/30 LIN LINDE PLC 0.48% 1.149 M $ 2419 2023/12/31 13.479 K $ 1.24 %
2025/09/30 DIS DISNEY WALT CO 0.46% 1.106 M $ 9663 2023/12/31 -100.996 K $ -7.67 %
2025/09/30 CRM SALESFORCE INC 0.46% 1.094 M $ 4619 2023/12/31 -253.755 K $ -13.09 %
2025/09/30 SBUX STARBUCKS CORP 0.43% 1.023 M $ 12099 2023/12/31 -99.193 K $ -7.68 %
2025/09/30 MA MASTERCARD INCORPORATED 0.42% 1.010 M $ 1777 2023/12/31 11.624 K $ 1.22 %
2025/09/30 BNDX VANGUARD CHARLOTTE FDS 0.39% 932.000 K $ 18845 2025/03/31 -720.000 $ -0.10 %
2025/09/30 EMR EMERSON ELEC CO 0.39% 931.000 K $ 7098 2023/12/31 -15.819 K $ -1.61 %
2025/09/30 RTX RTX CORPORATION 0.38% 906.000 K $ 5416 2023/12/31 109.895 K $ 14.59 %
2025/09/30 ORCL ORACLE CORP 0.37% 876.000 K $ 3115 2023/12/31 183.384 K $ 28.65 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.33% 796.000 K $ 2397 2023/12/31 31.592 K $ 4.14 %
2025/09/30 TSLA TESLA INC 0.33% 792.000 K $ 1781 2023/12/31 226.293 K $ 40.05 %
2025/09/30 INTU INTUIT 0.32% 768.000 K $ 1125 2023/12/31 -117.810 K $ -13.30 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.32% 754.000 K $ 1 2025/03/31 25.400 K $ 3.49 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.31% 741.000 K $ 1475 2023/12/31 25.505 K $ 3.49 %
2025/09/30 CVX CHEVRON CORP NEW 0.31% 726.000 K $ 4680 2023/12/31 55.817 K $ 8.46 %
2025/09/30 BAC BANK AMERICA CORP 0.31% 726.000 K $ 14081 2023/12/31 59.101 K $ 9.04 %
2025/09/30 BLK BLACKROCK INC 0.29% 690.000 K $ 592 2024/12/31 69.505 K $ 11.12 %
2025/09/30 EFX EQUIFAX INC 0.28% 671.000 K $ 2617 2023/12/31 -7.528 K $ -1.10 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.27% 640.000 K $ 7667 2023/12/31 -138.426 K $ -17.26 %
2025/09/30 VTI VANGUARD INDEX FDS 0.26% 608.000 K $ 1855 2023/12/31 55.776 K $ 7.98 %
2025/09/30 XOM EXXON MOBIL CORP 0.25% 596.000 K $ 5287 2024/03/31 26.541 K $ 4.59 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.23% 549.000 K $ 3013 2025/03/31 116.817 K $ 33.86 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.21% 508.000 K $ 1694 2023/12/31 80.258 K $ 17.37 %
2025/09/30 WFC WELLS FARGO CO NEW 0.21% 502.000 K $ 5991 2024/09/30 20.990 K $ 4.62 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.20% 486.000 K $ 975 2023/12/31 35.781 K $ 7.80 %
2025/09/30 NUE NUCOR CORP 0.17% 395.000 K $ 2918 2023/12/31 21.586 K $ 4.55 %
2025/09/30 ABBV ABBVIE INC 0.16% 384.000 K $ 1660 2024/03/31 0.000 $ 0.00 %
2025/09/30 BA BOEING CO 0.15% 350.000 K $ 1626 2025/06/30 6.715 K $ 3.01 %
2025/09/30 SO SOUTHERN CO 0.14% 336.000 K $ 3550 2023/12/31 9.260 K $ 3.20 %
2025/09/30 GEV GE VERNOVA INC 0.14% 328.000 K $ 534 2025/09/30 0.000 $ 0.00 %
2025/09/30 HON HONEYWELL INTL INC 0.12% 293.000 K $ 1392 2023/12/31 -33.816 K $ -9.63 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.12% 281.000 K $ 2000 2024/03/31 15.577 K $ 5.75 %
2025/09/30 TJX TJX COS INC NEW 0.11% 252.000 K $ 1750 2023/12/31 36.837 K $ 17.05 %
2025/09/30 ENB ENBRIDGE INC 0.11% 252.000 K $ 5000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TMUS T-MOBILE US INC 0.10% 239.000 K $ 1000 2024/09/30 1.120 K $ 0.47 %
2025/09/30 SYY SYSCO CORP 0.10% 230.000 K $ 2800 2023/12/31 21.780 K $ 8.75 %
2025/09/30 ET ENERGY TRANSFER L P 0.07% 171.000 K $ 10001 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVRE AMERICAN CENTY ETF TR 0.01% 22.000 K $ 500 2025/03/31 160.000 $ 0.73 %
2025/09/30 VTV VANGUARD INDEX FDS 0.01% 14.000 K $ 80 2023/12/31 1.092 K $ 5.75 %
2025/09/30 AVUS AMERICAN CENTY ETF TR 0.00% 9.000 K $ 86 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVIG AMERICAN CENTY ETF TR 0.00% 3.000 K $ 88 2025/09/30 0.000 $ 0.00 %
2025/09/30 DHR DANAHER CORPORATION 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 VXUS VANGUARD STAR FDS 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 VUG VANGUARD INDEX FDS 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES I 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %