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Private Capital Advisors, Inc. Top Holdings and 13F Report (2025)

About Private Capital Advisors, Inc.

Investment Activity

  • Private Capital Advisors, Inc. has $836.21 million in total holdings as of March 31, 2025.
  • Private Capital Advisors, Inc. owns shares of 76 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 7.55% of the portfolio was purchased this quarter.
  • About 4.30% of the portfolio was sold this quarter.
  • This quarter, Private Capital Advisors, Inc. has purchased 73 new stocks and bought additional shares in 13 stocks.
  • Private Capital Advisors, Inc. sold shares of 17 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Apple
$61,132,619
Alphabet
$30,810,847
Palo Alto Networks
$25,999,734
Netflix
$25,261,305

Largest New Holdings this Quarter

30303m102 - Meta Platforms
$18,782,420 Holding
g1151c101 - Accenture
$13,982,512 Holding
40131m109 - Guardant Health
$13,752,047 Holding
09290d101 - BLACKROCK INC NEW
$9,215,876 Holding
69608a108 - PALANTIR TECHNOLOGIES IN CLASS
$664,734 Holding

Largest Purchases this Quarter

Meta Platforms
32,588 shares (about $18.78M)
Accenture
44,810 shares (about $13.98M)
Guardant Health
322,818 shares (about $13.75M)
BLACKROCK INC NEW
9,737 shares (about $9.22M)
Amazon.com
5,522 shares (about $1.05M)

Largest Sales this Quarter

BLOCK INC A CLASS A
179,253 shares (about $9.74M)
Netflix
861 shares (about $802.91K)
UnitedHealth Group
860 shares (about $450.43K)
Palo Alto Networks
2,182 shares (about $372.34K)
Danaher
1,671 shares (about $342.56K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrivate Capital Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$358,263,240$61,943 0.0%433,78042.8%Medical
Apple Inc. stock logo
AAPL
Apple
$61,132,619$88,408 -0.1%275,2117.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$30,810,847$947,017 3.2%199,2423.7%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$25,999,734$372,336 -1.4%152,3663.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$25,261,305$802,908 -3.1%27,0893.0%Consumer Discretionary
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$19,419,079$450,425 -2.3%37,0772.3%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$18,782,420$18,782,420 New Holding32,5882.2%Computer and Technology
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$17,987,615$32,433 0.2%526,8782.2%Energy
NVIDIA Co. stock logo
NVDA
NVIDIA
$16,585,595$30,888 -0.2%153,0322.0%Computer and Technology
Energy Transfer LP stock logo
ET
Energy Transfer
$15,645,381$325,009 2.1%841,6021.9%Energy
CACI International Inc stock logo
CACI
CACI International
$15,493,197$266,017 1.7%42,2251.9%Computer and Technology
Amphenol Co. stock logo
APH
Amphenol
$15,456,218$217,759 -1.4%235,6491.8%Computer and Technology
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$14,902,710$9,143 0.1%249,3761.8%Energy
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$14,900,632$185,107 -1.2%29,9451.8%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$14,144,880$1,050,616 8.0%74,3451.7%Retail/Wholesale
Accenture plc stock logo
ACN
Accenture
$13,982,512$13,982,512 New Holding44,8101.7%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$13,959,422$255,139 -1.8%59,0901.7%Transportation
Mplx Lp stock logo
MPLX
Mplx
$13,784,558$49,667 0.4%257,5591.6%Energy
Guardant Health, Inc. stock logo
GH
Guardant Health
$13,752,047$13,752,047 New Holding322,8181.6%Medical
Blackstone Inc. stock logo
BX
Blackstone
$13,455,3630.0%96,2611.6%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$11,807,0810.0%56,3531.4%Medical
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$11,795,174$72,705 -0.6%23,0371.4%Aerospace
Danaher Co. stock logo
DHR
Danaher
$11,552,365$342,555 -2.9%56,3531.4%Medical
BLACKROCK INC NEW
$9,215,876$9,215,876 New Holding9,7371.1%COM
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$8,881,935$201,020 -2.2%19,8831.1%Aerospace
Alphabet Inc. stock logo
GOOG
Alphabet
$4,707,6790.0%30,1330.6%Computer and Technology
Canadian National Railway stock logo
CNI
Canadian National Railway
$4,268,163$68,222 -1.6%43,7940.5%Transportation
Intuit Inc. stock logo
INTU
Intuit
$3,776,0380.0%6,1500.5%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,308,038$61,844 -1.8%27,8150.4%Energy
Chevron Co. stock logo
CVX
Chevron
$2,707,0870.0%16,1820.3%Energy
Fiserv, Inc. stock logo
FI
Fiserv
$2,705,1670.0%12,2500.3%Business Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,318,672$697,559 43.0%4,1450.3%Finance
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$2,265,4570.0%3,7270.3%Industrials
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,961,023$616,630 45.9%4,1820.2%Finance
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,876,7030.0%13,9750.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,598,786$7,508 0.5%4,2590.2%Computer and Technology
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$1,326,5600.0%16,0000.2%Business Services
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,289,1600.0%18,0000.2%Consumer Staples
ISHARES BITCOIN TR ETF SHS BEN
$1,164,614$347,886 42.6%24,8800.1%ETF
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$956,7360.0%13,2000.1%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$782,145$350,125 81.0%3,0180.1%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$762,1220.0%1,4310.1%Finance
PALANTIR TECHNOLOGIES IN CLASS
$664,734$664,734 New Holding7,8760.1%COM
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$647,9370.0%3,9070.1%Medical
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$631,8900.0%9,0000.1%Transportation
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$624,4570.0%3,4750.1%Computer and Technology
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$510,4800.0%8,0000.1%ETF
BLACKROCK NATIONAL MUNICIPAL F
$482,8300.0%48,5260.1%MF
FIDELITY INVESTMENT GRADE BOND
$482,4250.0%66,8180.1%MF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$469,8090.0%8600.1%Finance
VANGUARD LONG-TERM TAX-EXEMPT
$466,2620.0%43,6980.1%MF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$427,6450.0%3,5050.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$392,4800.0%1,6000.0%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$373,7290.0%1,8100.0%ETF
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
$365,2620.0%1970.0%Finance
Energy Vault Holdings, Inc. stock logo
NRGV
Energy Vault
$338,841$299,718 766.1%487,2600.0%Energy
CVS Health Co. stock logo
CVS
CVS Health
$338,7500.0%5,0000.0%Medical
BLOCK INC A CLASS A
$314,571$9,738,825 -96.9%5,7900.0%COM
AMERICAN NEW PERSPECTIVE FUND
$311,9430.0%5,1220.0%MF
The Southern Company stock logo
SO
Southern
$294,2400.0%3,2000.0%Utilities
TALEN ENERGY CORP COM
$287,724$287,724 New Holding1,4410.0%COM
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$274,9420.0%5350.0%ETF
Booz Allen Hamilton Holding Co. stock logo
BAH
Booz Allen Hamilton
$274,000$274,000 New Holding2,6200.0%Business Services
Relay Therapeutics, Inc. stock logo
RLAY
Relay Therapeutics
$262,000$262,000 New Holding100,0000.0%Medical
Immunome, Inc. stock logo
IMNM
Immunome
$259,112$259,112 New Holding38,5010.0%Medical
Quanta Services, Inc. stock logo
PWR
Quanta Services
$257,993$257,993 New Holding1,0150.0%Construction
Boston Scientific Co. stock logo
BSX
Boston Scientific
$251,8970.0%2,4970.0%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$248,6600.0%1,0000.0%Computer and Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$244,765$10,381 -4.1%2,2400.0%Utilities
Parsons Co. stock logo
PSN
Parsons
$211,439$211,439 New Holding3,5710.0%Business Services
Ladder Capital Corp stock logo
LADR
Ladder Capital
$206,4980.0%18,0980.0%Finance
PIMCO INCOME FUND CLASS I2
$177,5660.0%16,5950.0%MF
Grayscale Ethereum Trust (ETH) stock logo
ETHE
Grayscale Ethereum Trust (ETH)
$161,910$161,910 New Holding10,6380.0%Miscellaneous
NYLI MACKAY HIGH-YIELD MUNICIP
$153,4330.0%13,1480.0%MF
SCHWAB PRIME ADVANTAGE M ONEY
$52,255$171,828 -76.7%52,2550.0%MF
RSTK URBANFETCH COM INC OC PFD
$00.0%18,7500.0%PFD
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$0$17,589,035 -100.0%00.0%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$2,182,132 -100.0%00.0%Computer and Technology
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$0$1,497,194 -100.0%00.0%Aerospace
The Walt Disney Company stock logo
DIS
Walt Disney
$0$345,742 -100.0%00.0%Consumer Discretionary
ALLSPRING MUNICIPAL BOND FUND
$0$270,413 -100.0%00.0%MF
AutoZone, Inc. stock logo
AZO
AutoZone
$0$246,554 -100.0%00.0%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$242,130 -100.0%00.0%Finance
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$0$241,903 -100.0%00.0%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$0$241,768 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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