Private Capital Advisors, Inc. has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $898 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $392M, Apple Inc. with a value of $58.7M, Alphabet Inc. with a value of $34.8M, Palo Alto Networks Inc with a value of $26.8M, and Unitedhealth Group Inc with a value of $19.6M.

Examining the 13F form we can see an increase of $94.9M in the current position value, from $803M to 898M.

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

Portfolio value $898 Million
Healthcare: $464 Million
Technology: $133 Million
Energy: $77.3 Million
Communication Services: $73.7 Million
Financial Services: $56.6 Million
Industrials: $42.1 Million
Consumer Cyclical: $24.6 Million
Basic Materials: $13.8 Million
Other: $8.19 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $898 Million
  • Prior Value $803 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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