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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.2B
$26 Million 3.15% of portfolio
152,366
Q1 2025 Reduced 1.41%
$10.1B
$18.1 Million 2.19% of portfolio
42,225
Q1 2025 Added 1.75%
$69.2B
$18 Million 2.18% of portfolio
526,878
Q1 2025 Added 0.18%
$54.7B
$15.6 Million 1.9% of portfolio
841,602
Q1 2025 Added 2.12%
$62.1B
$15.5 Million 1.88% of portfolio
235,649
Q1 2025 Reduced 1.39%
$71.6B
$14.9 Million 1.81% of portfolio
249,376
Q1 2025 Added 0.06%
$186B
$14.9 Million 1.81% of portfolio
29,945
Q1 2025 Reduced 1.23%
$177B
$14 Million 1.7% of portfolio
44,810
Q1 2025 New
$136B
$14 Million 1.69% of portfolio
59,090
Q1 2025 Reduced 1.79%
$51.6B
$13.8 Million 1.67% of portfolio
257,559
Q1 2025 Added 0.36%
$126B
$13.5 Million 1.63% of portfolio
96,261
Q4 2024 Reduced 0.37%
$87.5B
$11.8 Million 1.43% of portfolio
23,037
Q1 2025 Reduced 0.61%
$148B
$11.6 Million 1.4% of portfolio
56,353
Q1 2025 Reduced 2.88%
$110B
$8.88 Million 1.08% of portfolio
19,883
Q1 2025 Reduced 2.21%
$64.7B
$4.27 Million 0.52% of portfolio
43,794
Q1 2025 Reduced 1.57%
$93.7B
$2.27 Million 0.27% of portfolio
3,727
Q4 2021 Reduced 2.1%
$15.7B
$1.33 Million 0.16% of portfolio
16,000
Q3 2017 New
$46.9B
$956,000 0.12% of portfolio
13,200
Q3 2023 Reduced 9.65%
$177B
$676,000 0.08% of portfolio
3,475
Q3 2017 New
$31.7B
$365,000 0.04% of portfolio
197
Q4 2024 Reduced 29.14%
$103B
$294,000 0.04% of portfolio
3,200
Q3 2023 Reduced 39.62%
$30.3B
$331,000 0.04% of portfolio
5,790
Q1 2025 Reduced 96.87%
$77.1B
$338,000 0.04% of portfolio
5,000
Q4 2023 Reduced 40.83%
$58.2B
$257,000 0.03% of portfolio
1,015
Q1 2025 New
$56B
$244,000 0.03% of portfolio
2,240
Q1 2025 Reduced 4.07%
$152B
$251,000 0.03% of portfolio
2,497
Q3 2024 New
$15.2B
$273,000 0.03% of portfolio
2,620
Q1 2025 New

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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