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The Pennsylvania Trust Company
George C. McFarland Jr. · Investment Advisor · Value
The Pennsylvania Trust Company was an independent, employee-owned wealth management firm headquartered in Radnor, Pennsylvania. Established in 1986, the firm specialized in providing comprehensive wealth management solutions, including personalized investment management, trust administration, estate planning, and tax services for high-net-worth individuals, families, and non-profit organizations. Over its history, the company became recognized for its fiduciary commitment and compassionate client service, managing over $4 billion in assets by 2020. In May 2020, the firm was acquired by Fiduciary Trust Company International, a subsidiary of Franklin Templeton, to bolster its presence in the Philadelphia marketplace and expand its suite of client services. Despite the acquisition, the firm's legacy of helping clients preserve and grow their wealth across generations continues through its integrated operations within the Fiduciary Trust network.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.9% |
| YTD return | +11.6% |
| Sharpe ratio | 3.65 |
| Win rate | 57% |
| AUM | $2.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.penntrust.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 12.2% | +30.5% |
| NVDA | NVIDIA Corporation | 12.0% | +19.6% |
| GOOGL | Alphabet Inc Class A | 10.4% | +38.3% |
| MSFT | Microsoft Corporation | 9.9% | +2.3% |
| AVGO | Broadcom Inc | 7.0% | +7.1% |
| JPM | JPMorgan Chase & Co | 5.9% | +13.8% |
| AMZN | Amazon.com Inc | 5.1% | +13.8% |
| LLY | Eli Lilly and Company | 4.3% | +30.5% |
| JNJ | Johnson & Johnson | 4.1% | +39.9% |
| V | Visa Inc. Class A | 3.1% | +7.4% |
| MRK | Merck & Company Inc | 3.0% | +57.9% |
| COST | Costco Wholesale Corp | 2.9% | -3.9% |
| MS | Morgan Stanley | 2.7% | +6.7% |
| ETN | Eaton Corporation PLC | 2.6% | +3.6% |
| MA | Mastercard Inc | 2.6% | +1.1% |
| ABBV | AbbVie Inc | 2.6% | +20.4% |
| XOM | Exxon Mobil Corp | 2.5% | +7.4% |
| LRCX | Lam Research Corp | 2.5% | -3.7% |
| NEE | Nextera Energy Inc | 2.4% | -1.4% |
| CVX | Chevron Corp | 2.3% | -0.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | XOM | 2.6% → 2.5% |
| Aug 24, 2026 | BUY | ETN | 2.6% → 2.6% |
| Aug 24, 2026 | SELL | MSFT | 9.9% → 9.9% |
| Aug 24, 2026 | SELL | GOOGL | 10.3% → 10.4% |
| Aug 24, 2026 | SELL | HD | 2.6% → 0.0% |
Investment Style Analysis
The Pennsylvania Trust Company is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $2.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, The Pennsylvania Trust Company made a significant move by reducing the position in XOM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The Pennsylvania Trust Company's investment philosophy centers on the preservation and growth of wealth through a disciplined, fiduciary-first approach. The firm prioritizes capital preservation and long-term sustainability by focusing on high-quality assets and downside protection. By offering tailored investment solutions rather than a one-size-fits-all model, the firm aligns its strategies with the unique financial goals and risk tolerances of each client family. This approach combines strategic asset allocation with thorough research and a high-touch service model, ensuring that portfolios remain resilient across various market cycles while addressing the complexities of multi-generational wealth transfer.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with The Pennsylvania Trust Company.
Similar Investment Style
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Frequently asked questions
How is the simulated portfolio for The Pennsylvania Trust Company constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is The Pennsylvania Trust Company's largest holding?
As of the latest filing, The Pennsylvania Trust Company's top position is Apple Inc (AAPL), representing 12.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is The Pennsylvania Trust Company's historical performance and risk profile?
Our simulation indicates a total return of +17.9% with a win rate of 57%. Notably, the portfolio maintains a Sharpe Ratio of 3.65, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does The Pennsylvania Trust Company primarily invest in?
The Pennsylvania Trust Company has a strong preference for the Semiconductors sector, which makes up 19.0% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is The Pennsylvania Trust Company's portfolio concentrated or diversified?
The Pennsylvania Trust Company runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has The Pennsylvania Trust Company performed in 2026?
Our AI-simulated model portfolio for The Pennsylvania Trust Company tracks a Year-to-Date (YTD) return of +11.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does George C. McFarland Jr. manage The Pennsylvania Trust Company directly?
Yes, George C. McFarland Jr. serves as the key portfolio manager for The Pennsylvania Trust Company, overseeing the investment strategy and final capital allocation decisions.