PRIVATE CAPITAL ADVISORS, INC. 13F Portfolio
PRIVATE CAPITAL ADVISORS, INC. runs PRIVATE CAPITAL ADVISORS, INC. and currently holds 77 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $1.15B. Their top holdings are LLY, AAPL, GOOGL, PANW, NVDA. The top five represent 63.0% of reported portfolio weight. PRIVATE CAPITAL ADVISORS, INC. ranks #258 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PRIVATE CAPITAL ADVISORS, INC. initiated 7 new positions. They added to 14 existing positions. They trimmed 24 positions. Their current best-performing preview position is ETHA with returns of +69.22%.
Portfolio Value
$1.15B
Alpha Score
80.5
#258 of 1000
Holdings
77
PRIVATE CAPITAL ADVISORS, INC. Current 13F Holdings
Reported holdings from PRIVATE CAPITAL ADVISORS, INC.'s latest SEC 13F filing, ranked by portfolio weight.
77 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 LLY LILLY ELI & CO COM | 41.31% | $169.88 | $1,178.52 | +593.73% | Added +0.03% |
 AAPL APPLE INC | 7.64% | $45.78 | $336.68 | +635.43% | Trimmed -0.18% |
 GOOGL ALPHABET INC CLASS A | 5.60% | $66.50 | $351.66 | +428.81% | Added +0.53% |
 PANW PALO ALTO NETWORKS INC | 4.76% | $74.29 | $418.78 | +463.71% | Trimmed -0.24% |
 NVDA NVIDIA CORP | 3.69% | $79.82 | $229.28 | +187.25% | Trimmed -1.62% |
 CACI CACI INTL INC CLASS A | 3.13% | $344.95 | $610.85 | +77.08% | Trimmed -0.77% |
 MSFT MICROSOFT CORP | 2.74% | $369.14 | $535.07 | +44.95% | Trimmed -3.96% |
 ET ENERGY TRANSFER LP | 2.54% | $15.65 | $20.72 | +32.40% | Trimmed -1.95% |
SP SPCX SPACE EX TECH SPACEX CLASS A | 2.29% | $165.78 | $162.57 | -1.94% | Added +34.08% |
 META META PLATFORMS INC CLASS A | 2.18% | $289.56 | $718.67 | +148.19% | Trimmed -1.26% |
Showing 1-10 of 77