Pfc-Capital-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  "GOOGL",
  "AXP",
  null,
  "BLK",
  "CAT",
  null,
  "AVGO",
  null,
  null,
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "ITW",
  "EMR",
  "META",
  "LIN",
  "MA",
  "MSFT",
  "TMUS",
  "ORCL",
  "PANW",
  "PEP",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "SCHX",
  "RTX",
  "SBUX",
  "TMO",
  "TJX",
  "UPS",
  "VWO",
  null,
  "VYM",
  "DD",
  "AMD",
  "EFX",
  "AMZN",
  null,
  "VUG",
  "VEA",
  "BNDX",
  "BND",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "NSC",
  "SO",
  "CRM",
  "SYY",
  "NUE",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CVX",
  "CHD",
  "CSCO",
  "KO",
  "COST",
  "DHR",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 86
Total Value: 198285
Accession Number: 0002010374-25-000004
Form Type: 13F-HR
CIK: pfc-capital-group
Manager Name: Pfc-Capital-Group

Data Enrichment

92% identified

79 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

86 positions • $198.3K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AbbVie Inc.

ABBV|00287Y109

Shares:1.1K

Value:$222.0K

% of Portfolio:112.0% ($222.0K/$198.3K)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.3K

Value:$204.0K

% of Portfolio:102.9% ($204.0K/$198.3K)

025072356

Shares:500

Value:$21.0K

% of Portfolio:10.6% ($21.0K/$198.3K)

922908744

VTV|922908744

Shares:112

Value:$19.0K

% of Portfolio:9.6% ($19.0K/$198.3K)

922908736

VUG|922908736

Shares:18

Value:$6.0K

% of Portfolio:3.0% ($6.0K/$198.3K)

808524201

SCHX|808524201

Shares:149

Value:$3.0K

% of Portfolio:1.5% ($3.0K/$198.3K)

Instrument	Shares		Other Manager	Value	% of Portfolio
AbbVie Inc.(ABBVcusip00287Y109)	1.1K	QoQ NEW(+1.1K) YoY -4.50% (-50)	All Managers (Combined)	$222.0K	112.0% ($222.0K/$198.3K)	QoQ NEW(+$0) YoY +9.90% (-$0)
Merck & Co., Inc.(MRKcusip58933Y105)	2.3K	QoQ -33.89% (-1.2K) YoY -36.92% (-1.3K)	All Managers (Combined)	$204.0K	102.9% ($204.0K/$198.3K)	QoQ -40.35% (-$0) YoY -57.05% (-$0)
(cusip025072356)✕	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$21.0K	10.6% ($21.0K/$198.3K)	QoQ NEW(+$0) YoY NEW(+$0)
(VTVcusip922908744)	112	QoQ NEW(+112) YoY 0.00% (+0)	All Managers (Combined)	$19.0K	9.6% ($19.0K/$198.3K)	QoQ NEW(+$0) YoY +5.55% (+$0)
(VUGcusip922908736)	18	QoQ NEW(+18) YoY -50.00% (-18)	All Managers (Combined)	$6.0K	3.0% ($6.0K/$198.3K)	QoQ NEW(+$0) YoY -50.00% (-$0)
(SCHXcusip808524201)	149	QoQ NEW(+149) YoY NEW(+149)	All Managers (Combined)	$3.0K	1.5% ($3.0K/$198.3K)	QoQ NEW(+$0) YoY NEW(+$0)