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| Happy Holidays!! thanks for using AUM13F!! |
| PFC Capital Group Inc
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| CRD # | 110648 |
| SEC # | 801-26253 |
| CIK # | 0002010374 |
| AUM | $243.4 M (2025-01-29) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 310-556-2055 |
| Address | 1901 Avenue of The Stars Los Angeles, CA 90067-6002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Microsoft Corp | 24.0 | ||
| Apple Inc | 19.0 | ||
| Nvidia Corp | 15.9 | ||
| Qualcomm Inc/DE | 11.7 | ||
| Amazon Com Inc | 9.8 | ||
| Home Depot Inc | 6.3 | ||
| Alphabet Inc | 6.1 | ||
| Costco Wholesale Corp /NEW | 5.7 | ||
| Lilly Eli & Co | 4.4 | ||
| Church & Dwight Co Inc /DE/ | 4.3 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 42.7 |
| (b) Individuals (high net worth individuals) | 51 | 194.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.9 |
| (n) Other | 5 | 4.4 |
| Total | 412 | 243.4 |
| By Discretionary | ||
| Discretionary | 412 | 243.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 412 | 243.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.4 | |
| Total | 412 | 243.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010374] |
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