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FORT PITT CAPITAL GROUP, LLC

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PITTSBURGH PA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Fort Pitt Capital Group is based out of Pittsburgh. Fort Pitt Capital Group is a large advisory firm with 3244 clients and discretionary assets under management (AUM) of $4,295,054,436 (Form ADV from 2024-01-30). Their last reported 13F filing for Q4 2023 included $3,047,944,030 in managed 13F securities and a top 10 holdings concentration of 37.88%. Fort Pitt Capital Group's largest holding is Schwab U.S. Large-Cap Growth ETF- with shares held of 1,968,100. Whalewisdom has at least 95 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
SCHG Schwab U.S. Large-Ca 5.36%
AMD Advanced Micro Devic 4.71%
TMO Thermo Fisher Scient 4.19%
MSFT Microsoft Corp. 3.87%
AJG Arthur J. Gallagher 3.61%

2023-12-31

13F Activity

Market Value $3.05b, Prior: $2.67b
New Purchases 9 stocks
Added To 71 stocks
Sold out of 4 stocks
Reduced holdings in 41 stocks
Top 10 Holdings % 37.88%
Turnover %[1] 10.24%
Turnover Alt %[2] 3.94%
Time Held Top 20 10.95 quarters
Time Held Top 10 9.9 quarters
Time Held All 28.91 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance