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PNC FINANCIAL SERVICES GROUP, INC.

THE TOWER AT PNC PLAZA 300 FIFTH AVENUE, PITTSBURGH, PA 15222-2401 • 888-762-2265

Q4 2025 · Filed 2026-02-06
Market Value
$183.0B
+11.0%
Holdings
5,105
+66
New Purchases
252
Added To
1,957
Closed
207
Reduced
2,049
Top 10 Concentration
48.5%
Turnover
9.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LLY 30.15% 23.78% +6.37% $55.2B
AIQ 0.65% 0.36% +0.29% $1.2B
GOOGL 1.50% 1.32% +0.19% $2.8B
VFC 0.74% 0.65% +0.08% $1.3B
GOOG 0.49% 0.42% +0.06% $889M
CQQQ 0.24% 0.18% +0.06% $432M
IDEV 0.54% 0.50% +0.04% $986M
MRK 0.44% 0.40% +0.04% $802M
DFIV 0.42% 0.39% +0.03% $772M
MU 0.07% 0.05% +0.03% $136M
CRS 0.02% 0.00% +0.02% $42M
SHY 0.09% 0.07% +0.02% $170M
BINC 0.24% 0.22% +0.02% $447M
IUSV 0.07% 0.05% +0.02% $125M
Q 0.01% 0.00% +0.01% $27M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 2.42% 2.91% -0.49% $4.4B
IVV 5.90% 6.28% -0.38% $10.8B
DGRW 0.60% 0.85% -0.25% $1.1B
ORCL 0.32% 0.53% -0.21% $591M
HD 0.59% 0.79% -0.20% $1.1B
ERIE 0.77% 0.95% -0.18% $1.4B
IQLT 0.45% 0.60% -0.15% $829M
PG 0.62% 0.75% -0.14% $1.1B
AAPL 2.84% 2.97% -0.14% $5.2B
JPM 1.19% 1.31% -0.12% $2.2B
SPY 1.52% 1.64% -0.12% $2.8B
NVDA 1.09% 1.21% -0.12% $2.0B
META 0.49% 0.61% -0.11% $903M
KTB 0.23% 0.33% -0.11% $413M
QQQ 1.02% 1.12% -0.10% $1.9B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 41.5%
Healthcare 31.0%
Technology 9.7%
Consumer Cyclical 4.0%
Industrials 3.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 100 $116.2B 63.5%
Large Cap 1,365 $58.6B 32.0%
Mid Cap 1,433 $7.2B 4.0%
Small Cap 1,543 $779M 0.4%
Micro Cap 664 $174M 0.1%

Portfolio Analytics

Avg Market Cap
$27.1B
Median Market Cap
$2.9B
Avg P/E
29.6
Median P/E
18.1
Avg Dividend Yield
0.03%
Avg Beta
0.99
# Stocks
3,813
# ETFs / Funds
1,292

Top Holdings (5,105 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LLY 30.15% 51,333,220 $55.2B $1,074.68 $16.0B -30,969 -0.1%
2 IVV 5.90% 15,763,521 $10.8B $684.94 $454M +310,464 +2.0%
3 AAPL 2.84% 19,086,315 $5.2B $271.86 $291M -146,787 -0.8%
4 MSFT 2.42% 9,145,243 $4.4B $483.62 -$374M -116,139 -1.2%
5 SPY 1.52% 4,065,809 $2.8B $681.92 $75M +16,409 +0.4%
6 GOOGL 1.50% 8,792,990 $2.8B $313.00 $583M -128,824 -1.4%
7 JPM 1.19% 6,744,967 $2.2B $322.22 $13M -104,241 -1.5%
8 NVDA 1.09% 10,693,548 $2.0B $186.50 $6M +37,589 +0.3%
9 QQQ 1.02% 3,036,463 $1.9B $614.31 $22M -34,558 -1.1%
10 AVGO 0.89% 4,682,560 $1.6B $346.10 $39M -111,510 -2.3%
11 AMZN 0.85% 6,713,440 $1.5B $230.82 $83M +35,003 +0.5%
12 IEFA 0.82% 16,742,550 $1.5B $89.46 $69M +379,750 +2.3%
13 IWF 0.79% 3,064,892 $1.5B $473.30 -$6M -45,598 -1.5%
14 ERIE 0.77% 4,910,351 $1.4B $286.65 -$153M -211
15 VFC 0.74% 74,398,593 $1.3B $18.08 $268M -269,453 -0.4%
16 QUAL 0.70% 6,445,591 $1.3B $198.62 -$34M -310,262 -4.6%
17 XOM 0.69% 10,419,471 $1.3B $120.34 $50M -262,161 -2.5%
18 JNJ 0.68% 5,985,190 $1.2B $206.95 $101M -149,997 -2.4%
19 GOVT 0.67% 52,947,846 $1.2B $23.03 $103M +4,679,313 +9.7%
20 IWR 0.66% 12,497,707 $1.2B $96.27 -$28M -249,773 -2.0%
21 AIQ 0.65% 23,314,197 $1.2B $50.86 $594M +11,329,519 +94.5%
22 PG 0.62% 7,855,792 $1.1B $143.31 -$117M -230,596 -2.9%
23 VUG 0.61% 2,286,543 $1.1B $487.86 -$1M -41,880 -1.8%
24 DGRW 0.60% 12,308,471 $1.1B $89.43 -$301M -3,447,104 -21.9%
25 HD 0.59% 3,156,888 $1.1B $344.10 -$217M -59,091 -1.8%
26 AVLV 0.57% 13,752,416 $1.0B $75.77 $25M -317,983 -2.3%
27 IJH 0.56% 15,612,476 $1.0B $66.00 $10M -18,037 -0.1%
28 V 0.55% 2,867,188 $1.0B $350.71 $21M -17,691 -0.6%
29 AGG 0.54% 9,884,685 $987M $99.88 $42M +459,674 +4.9%
30 IDEV 0.54% 11,951,894 $986M $82.48 $167M +1,741,052 +17.1%
31 IJR 0.52% 7,957,626 $956M $120.18 $20M +79,334 +1.0%
32 ABBV 0.52% 4,142,939 $947M $228.49 -$48M -152,493 -3.5%
33 IEMG 0.51% 13,755,377 $925M $67.22 $49M +465,443 +3.5%
34 META 0.49% 1,368,240 $903M $660.09 -$94M +10,204 +0.8%
35 GOOG 0.49% 2,833,352 $889M $313.80 $193M -25,090 -0.9%
36 IWB 0.47% 2,297,491 $858M $373.44 -$4M -61,013 -2.6%
37 IQLT 0.45% 18,239,931 $829M $45.45 -$160M -4,136,004 -18.5%
38 IEF 0.45% 8,487,110 $816M $96.16 $4M +72,188 +0.9%
39 EFA 0.44% 8,457,292 $812M $96.03 $19M -39,914 -0.5%
40 VTV 0.44% 4,243,341 $810M $190.99 $7M -62,253 -1.4%
41 MCD 0.44% 2,650,207 $810M $305.63 -$5M -31,886 -1.2%
42 MRK 0.44% 7,621,832 $802M $105.26 $142M -246,130 -3.1%
43 VTI 0.43% 2,356,186 $790M $335.27 -$17M -102,822 -4.2%
44 MUB 0.43% 7,336,158 $786M $107.11 $13M +78,489 +1.1%
45 DFIV 0.42% 15,474,236 $772M $49.90 $134M +1,630,894 +11.8%
46 BRK-A 0.42% 1,009 $762M $754,800.00 -$27M -36 -3.4%
47 IWD 0.41% 3,557,589 $748M $210.34 $58M +165,919 +4.9%
48 IWM 0.40% 2,990,278 $736M $246.16 $12M -650 -0.0%
49 IVW 0.37% 5,430,342 $669M $123.26 -$752K -120,485 -2.2%
50 VO 0.37% 2,304,639 $669M $290.22 -$12M -14,810 -0.6%
51 VV 0.36% 2,106,338 $663M $314.80 $15M +184 +0.0%
52 CVX 0.33% 3,906,180 $595M $152.41 -$29M -114,689 -2.9%
53 ORCL 0.32% 3,033,917 $591M $194.91 -$290M -100,898 -3.2%
54 VEU 0.32% 8,008,451 $589M $73.56 $41M +324,035 +4.2%
55 ABT 0.32% 4,663,821 $584M $125.29 -$29M +83,377 +1.8%
56 PEP 0.32% 4,033,169 $579M $143.52 -$24M -258,220 -6.0%
57 QQQM 0.31% 2,264,161 $573M $252.92 -$8M -83,899 -3.6%
58 VWO 0.30% 10,231,275 $550M $53.76 -$7M -53,086 -0.5%
59 BRK-B 0.30% 1,077,442 $542M $502.65 -$8M -16,235 -1.5%
60 COST 0.30% 626,294 $540M $862.34 $2M +44,684 +7.7%
61 RTX 0.29% 2,925,307 $537M $183.40 $44M -16,485 -0.6%
62 VEA 0.29% 8,503,607 $531M $62.47 $36M +233,220 +2.8%
63 NEE 0.28% 6,474,419 $520M $80.28 $24M -88,466 -1.4%
64 DVY 0.27% 3,553,910 $502M $141.14 -$20M -116,760 -3.2%
65 VB 0.27% 1,942,995 $501M $257.95 $8M +1,544 +0.1%
66 IVE 0.27% 2,343,536 $497M $212.07 $8M -24,225 -1.0%
67 BAC 0.27% 9,007,551 $495M $55.00 $31M +3,162 +0.0%
68 CSCO 0.27% 6,370,127 $491M $77.03 $39M -230,880 -3.5%
69 LRCX 0.26% 2,789,723 $478M $171.18 $68M -266,560 -8.7%
70 MA 0.26% 826,110 $472M $570.88 -$1M -4,976 -0.6%
71 DGRO 0.26% 6,790,175 $471M $69.42 -$46M -808,136 -10.6%
72 BINC 0.24% 8,478,352 $447M $52.77 $78M +1,539,223 +22.2%
73 USMV 0.24% 4,669,005 $440M $94.16 -$47M -450,579 -8.8%
74 CQQQ 0.24% 8,307,617 $432M $52.00 $143M +3,415,527 +69.8%
75 WMT 0.24% 3,870,607 $431M $111.41 $29M -29,997 -0.8%
76 MS 0.24% 2,424,435 $430M $177.53 $42M -15,936 -0.7%
77 KO 0.23% 6,140,607 $429M $69.91 $19M -49,526 -0.8%
78 MDY 0.23% 704,633 $425M $603.28 -$1M -10,339 -1.4%
79 PM 0.23% 2,623,555 $421M $160.40 -$10M -32,529 -1.2%
80 KTB 0.23% 6,762,221 $413M $61.09 -$132M -72,853 -1.1%
81 AXP 0.21% 1,028,930 $381M $369.95 $36M -9,657 -0.9%
82 BLK 0.21% 355,620 $381M $1,070.34 -$40M -5,375 -1.5%
83 VCIT 0.19% 4,244,757 $355M $83.75 $19M +244,977 +6.1%
84 ADP 0.19% 1,367,482 $352M $257.23 -$59M -31,247 -2.2%
85 SYK 0.19% 997,458 $351M $351.47 -$30M -32,588 -3.2%
86 SPGI 0.19% 659,015 $344M $522.59 $18M -11,787 -1.8%
87 AMGN 0.19% 1,048,963 $343M $327.31 $29M -66,305 -6.0%
88 DLN 0.19% 3,851,287 $339M $88.08 -$159K -48,294 -1.2%
89 IWP 0.18% 2,457,673 $337M $136.94 -$12M +12,105 +0.5%
90 IBM 0.18% 1,116,886 $331M $296.21 $4M -43,000 -3.7%
91 TSM 0.18% 1,088,374 $331M $303.89 $52M +91,138 +9.1%
92 TJX 0.17% 2,041,739 $314M $153.61 $18M -2,335 -0.1%
93 VOT 0.17% 1,104,059 $308M $279.14 -$20M -11,797 -1.1%
94 PNC 0.17% 1,469,922 $307M $208.73 $13M +9,279 +0.6%
95 ETN 0.17% 960,453 $306M $318.51 -$62M -21,792 -2.2%
96 DIS 0.17% 2,660,996 $303M $113.77 $43M +391,606 +17.3%
97 HON 0.16% 1,517,686 $296M $195.09 -$29M -28,851 -1.9%
98 UNH 0.16% 892,850 $295M $330.11 -$21M -21,671 -2.4%
99 TSLA 0.16% 647,258 $291M $449.72 $12M +19,406 +3.1%
100 GE 0.16% 936,983 $289M $308.03 $2M -16,929 -1.8%

New Positions

SymbolValue% Port
Q $27M 0.01%
TOTB.DE $24M 0.01%
SOLS $8M —%
MICC $1M —%
RPG $522K —%
USAR $372K —%
IXP $303K —%
GPIX $275K —%
ANDG $215K —%
SLVO $204K —%
LSRCY $179K —%
ELPC $154K —%
TCHI $152K —%
GLDI $149K —%
TSPA $144K —%

Sold Out Positions

SymbolValue% Port
VOC —%
AFB —%
ZIM —%
TSQ —%
SABA —%
FLC —%
CPS —%
BIT —%
IGD —%
BBDC —%
LXP —%
SRV —%
TCI —%
JKS —%
DAVA —%
View SEC EDGAR Filings for PNC FINANCIAL SERVICES GROUP, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms