Private Capital Advisors, Inc. Portfolio Holdings

Private Capital Advisors, Inc.

  • $824 Million
  • Q1 2025

Private Capital Advisors, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $824 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $358M, Apple Inc. with a value of $61.1M, Alphabet Inc. with a value of $30.8M, Palo Alto Networks Inc with a value of $26M, and Netflix Inc with a value of $25.3M.

Examining the 13F form we can see an decrease of $1.89M in the current position value, from $826M to 824M.

Below you can find more details about Private Capital Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $824 Million
Healthcare: $432 Million
Technology: $160 Million
Communication Services: $80.9 Million
Energy: $68.3 Million
Industrials: $41.9 Million
Financial Services: $15.4 Million
Consumer Cyclical: $14.9 Million
ETFs: $7.74 Million
Other: $2.37 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$738B
$358 Million 43.48% of portfolio
433,780
Q1 2025 Reduced 0.02%
$3.45T
$61.1 Million 7.42% of portfolio
275,211
Q1 2025 Reduced 0.14%
$1.14T
$30.8 Million 3.74% of portfolio
199,242
Q1 2025 Added 3.17%
$58.9B
$26 Million 3.15% of portfolio
152,366
Q1 2025 Reduced 1.41%
$530B
$25.3 Million 3.07% of portfolio
27,089
Q1 2025 Reduced 3.08%
$267B
$19.4 Million 2.36% of portfolio
37,077
Q1 2025 Reduced 2.27%
$1.58T
$18.8 Million 2.28% of portfolio
32,588
Q1 2025 New
$10.1B
$18.1 Million 2.19% of portfolio
42,225
Q1 2025 Added 1.75%
$68.2B
$18 Million 2.18% of portfolio
526,878
Q1 2025 Added 0.18%
$416B
$16.6 Million 2.01% of portfolio
153,032
Q1 2025 Reduced 0.19%
$53.5B
$15.6 Million 1.9% of portfolio
841,602
Q1 2025 Added 2.12%
$60.5B
$15.5 Million 1.88% of portfolio
235,649
Q1 2025 Reduced 1.39%
$69.9B
$14.9 Million 1.81% of portfolio
249,376
Q1 2025 Added 0.06%
$168B
$14.9 Million 1.81% of portfolio
29,945
Q1 2025 Reduced 1.23%
$2.32T
$14.1 Million 1.72% of portfolio
74,345
Q1 2025 Added 8.02%
$181B
$14 Million 1.7% of portfolio
44,810
Q1 2025 New
$50.8B
$13.8 Million 1.67% of portfolio
257,559
Q1 2025 Added 0.36%
$4.73B
$13.8 Million 1.67% of portfolio
322,818
Q1 2025 New
$120B
$13.5 Million 1.63% of portfolio
96,261
Q4 2024 Reduced 0.37%
$331B
$11.8 Million 1.43% of portfolio
56,353
Q3 2024 Reduced 1.01%
$86.8B
$11.8 Million 1.43% of portfolio
23,037
Q1 2025 Reduced 0.61%
$138B
$11.6 Million 1.4% of portfolio
56,353
Q1 2025 Reduced 2.88%
$108B
$8.88 Million 1.08% of portfolio
19,883
Q1 2025 Reduced 2.21%
$1.17T
$4.71 Million 0.57% of portfolio
30,133
Q4 2024 Added 1.35%
$68B
$4.27 Million 0.52% of portfolio
43,794
Q1 2025 Reduced 1.57%
$216B
$3.78 Million 0.46% of portfolio
6,150
Q3 2017 New
$452B
$3.31 Million 0.4% of portfolio
27,815
Q1 2025 Reduced 1.84%
$294B
$2.71 Million 0.33% of portfolio
16,182
Q3 2024 Reduced 2.71%
$0
$2.32 Million 0.28% of portfolio
4,145
Q1 2025 Added 43.03%
$92.6B
$2.27 Million 0.27% of portfolio
3,727
Q4 2021 Reduced 2.1%
$0
$1.96 Million 0.24% of portfolio
4,182
Q1 2025 Added 45.87%
$0
$1.88 Million 0.23% of portfolio
13,975
Q4 2023 Reduced 39.7%
$79.5B
$1.53 Million 0.19% of portfolio
12,250
Q2 2021 Added 0.41%
$3.77T
$1.6 Million 0.19% of portfolio
4,259
Q1 2025 Added 0.47%
$15.3B
$1.33 Million 0.16% of portfolio
16,000
Q3 2017 New
$301B
$1.29 Million 0.16% of portfolio
18,000
Q2 2024 Reduced 0.06%
$47.2B
$956,000 0.12% of portfolio
13,200
Q3 2023 Reduced 9.65%
$622B
$762,000 0.09% of portfolio
1,431
Q2 2024 Added 5.92%
$1.05T
$782,000 0.09% of portfolio
3,018
Q1 2025 Added 81.04%
$293B
$664,000 0.08% of portfolio
7,876
Q1 2025 New
$439B
$647,000 0.08% of portfolio
3,907
Q4 2023 Reduced 32.6%
$177B
$676,000 0.08% of portfolio
3,475
Q3 2017 New
$239B
$469,000 0.06% of portfolio
860
Q3 2024 Added 0.12%
$0
$510,000 0.06% of portfolio
8,000
Q2 2022 New
$0
$373,000 0.05% of portfolio
1,810
Q4 2020 Reduced 48.58%
$0
$427,000 0.05% of portfolio
3,505
Q1 2019 New
$855B
$392,000 0.05% of portfolio
1,600
Q3 2023 New
$32B
$365,000 0.04% of portfolio
197
Q4 2024 Reduced 29.14%
$140M
$341,000 0.04% of portfolio
487,260
Q1 2025 Added 766.09%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $824 Million
  • Prior Value $826 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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