PCA Investment Advisory Services Inc.
Filing Date
Global Rank
#6,990
/ 8,232
▲ 156
Top Industry
Consumer Electronics
22.7%
3Y Alpha vs SPY
-2.4%
Period ended 2 months ago
Filed May 11, 2026 · 34d
13 quarters · since Mar 2023
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.2%
SPY
+76.3%
Annualised alpha
-2.4%
Max drawdown
−17.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.7%
−0.1 pts
Top 5
78.4%
−2.6 pts
Top 10
100.0%
0.0 pts
HHI
1,450
Diversified−103
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 52.1% | $16,535,310 |
| Consumer Defensive | 15.0% | $4,773,594 |
| Communication Services | 14.0% | $4,448,840 |
| Consumer Cyclical | 10.4% | $3,299,829 |
| Financial Services | 8.5% | $2,701,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CLF | Cleveland-Cliffs Inc. | 22,859 | $303,567 | |
| No positions match the current search. | ||||
10 positions ·
$31,758,573 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 28,441 | $7,218,041 | 22.73% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 13,806 | $5,110,567 | 16.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 15,471 | $4,448,840 | 14.01% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 24,121 | $4,206,702 | 13.25% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 27,113 | $3,916,201 | 12.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 15,844 | $3,299,829 | 10.39% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Added | 10,993 | $1,729,748 | 5.45% | |
| KR |
Kroger Co
Consumer Defensive
|
NEW | 11,849 | $857,393 | 2.70% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Added | 16,355 | $759,853 | 2.39% | |
| FCF |
First Commonwealth Financial Corp /Pa/
Financial Services
|
NEW | 12,025 | $211,399 | 0.67% |