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Portfolio (Quarterly) Guide ↗

PFC CAPITAL GROUP, INC.

· CIK 0002010374
13F Portfolio $260M AUM 89 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 89 New
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VWO VANGUARD INTL EQUITY INDEX F 70,808.0 $4.2M 1.62% NEW $59.68 +2.9%
22 WMT WALMART INC Consumer Defensive 31,858.0 $3.6M 1.39% NEW $113.25 -5.4%
23 CAT CATERPILLAR INC Industrials 3,267.0 $3.5M 1.34% NEW $1064.89 -23.6%
24 PG PROCTER & GAMBLE CO Consumer Defensive 21,283.0 $3.1M 1.20% NEW $146.60 -0.1%
25 CHD CHURCH & DWIGHT CO INC Consumer Defensive 32,181.0 $3.1M 1.20% NEW $96.86 +1.7%
26 CSCO CISCO SYS INC Technology 25,525.0 $3.0M 1.15% NEW $117.45 -7.0%
27 JNJ JOHNSON & JOHNSON Healthcare 10,800.0 $2.7M 1.05% NEW $253.98 +8.4%
28 META META PLATFORMS INC Communication Services 4,807.0 $2.7M 1.04% NEW $563.14 +9.5%
29 JPM JPMORGAN CHASE & CO Financial Services 7,710.0 $2.5M 0.97% NEW $327.24 +9.6%
30 PEP PEPSICO INC Consumer Defensive 18,279.0 $2.5M 0.95% NEW $135.35 +1.7%
31 KO COCA COLA CO Consumer Defensive 29,376.0 $2.4M 0.92% NEW $81.26 +8.4%
32 SCHP SCHWAB STRATEGIC TR 84,954.0 $2.3M 0.86% NEW $26.50 -2.5%
33 AVDV AMERICAN CENTY ETF TR 21,509.0 $2.2M 0.85% NEW $103.03 +10.4%
34 AVIV AMERICAN CENTY ETF TR 28,054.0 $2.2M 0.83% NEW $77.39 +8.1%
35 AMGN AMGEN INC Healthcare 5,119.0 $1.9M 0.71% NEW $361.98 +20.8%
36 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,137.0 $1.8M 0.70% NEW $223.92 +24.0%
37 V VISA INC Financial Services 5,207.0 $1.8M 0.69% NEW $343.00 +9.3%
38 AVGO BROADCOM INC Technology 4,288.0 $1.6M 0.62% NEW $377.57 -5.2%
39 GS GOLDMAN SACHS GROUP INC Financial Services 1,586.0 $1.6M 0.62% NEW $1011.35 +2.7%
40 ETN EATON CORP PLC Industrials 3,745.0 $1.6M 0.61% NEW $425.90 -3.5%
Page 2 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.3%
Financial Services 14.6%
Consumer Defensive 9.7%
Consumer Cyclical 9.3%
Communication Services 7.5%
Industrials 6.4%
Healthcare 5.9%
Basic Materials 0.9%
Utilities 0.8%
Energy 0.6%