Institutions / Private Capital Advisors, Inc.

Private Capital Advisors, Inc.

CIK 1350780 · Institution · as of Mar 31, 2026
Portfolio value
$872.03M
Positions
73
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$872.03M-11.0%
$979.42M$925.73M$872.03MQ4 '25Q1 '26

Positions

73-3.9%
767573Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 73 →
CompanyClassValueShares% of portfolio
ELI LILLY & Co$373.39M405,95542.8%
Apple Inc.$67.70M266,7697.8%
Alphabet Inc Class a$53.25M185,1736.1%
Nvidia Corp$33.16M190,1123.8%
Energy Transfer LPETMLP$28.66M1,485,1583.3%
Palo Alto Networks Inc$22.20M138,4492.5%
Enterprise Products Partners L.P.EPDMLP$20.02M529,1842.3%
Meta Platforms Inc Class Class$19.80M34,6002.3%
Williams Cos Inc/The$18.33M251,9082.1%
Caci International Inc /De$17.68M32,5052.0%
Netflix Inc$17.12M178,0372.0%
Amazon.com Inc$15.70M75,3671.8%
Nextera Energy Inc$14.85M159,8821.7%
Mplx LPMPLXMLP$14.71M257,7521.7%
Northrop Grumman Corp$13.92M20,4021.6%
Thermo Fisher Scientific Inc.$13.72M27,9041.6%
Union Pacific Corp$13.19M54,3501.5%
AbbVie Inc.$12.16M55,9041.4%
Lockheed Martin Corp$11.58M19,1561.3%
Blackstone Inc$8.97M78,0471.0%
Tesla Inc$8.66M23,2851.0%
Alphabet Inc.$8.64M30,1331.0%
BlackRock Inc New$8.39M8,7201.0%
Regal Rexnord Corp$7.59M40,5490.9%
Exxon Mobil Corp$4.72M27,8150.5%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimELI LILLY & Co$-19.82M-22K
-5.04%
405,955
42.82% of portfolio
medium
Q1 2026
as of
AddET
Energy Transfer LP
MLP
$12.55M+650K
+77.84%
1,485,158
3.29% of portfolio
medium
Q1 2026
as of
ExitDanaher Corp /De$-10.96M-48K
-100.00%
medium
Q1 2026
as of
Exit94106l109$-8.68M-40K
-100.00%
medium
Q1 2026
as of
ExitUnitedhealth Group Inc$-8.25M-25K
-100.00%
medium
Q1 2026
as of
Exit46090E103$-3.56M-6K
-100.00%
low
Q1 2026
as of
New46090e103$3.37M+6K
5,840
0.39% of portfolio
low
Q1 2026
as of
Add67066g104$2.15M+12K
+6.94%
190,112
3.80% of portfolio
low
Q1 2026
as of
Add86366e106$1.30M+27K
+368.00%
34,389
0.19% of portfolio
low
Q1 2026
as of
Trim78462F103$-948.8K-1K
-25.24%
4,322
0.32% of portfolio
low