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PRIVATE CAPITAL ADVISORS, INC.
PRIVATE CAPITAL ADVISORS, INC.
Latest filing: 2026-06-30
PRIVATE CAPITAL ADVISORS, INC. runs PRIVATE CAPITAL ADVISORS, INC. and currently holds 75 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.14B. Their top holdings are LLY, AAPL, GOOGL, PANW, NVDA. The top five represent 63.3% of reported portfolio weight. PRIVATE CAPITAL ADVISORS, INC. ranks #236 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PRIVATE CAPITAL ADVISORS, INC. initiated 8 new positions. They added to 19 existing positions. They trimmed 8 positions. Their current best-performing preview position is PANW with returns of +112.71%.
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75 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 LLY LILLY ELI & CO COM | 43.24% | $169.61 | $1,254.77 | +639.80% | Added +1.35% |
 AAPL APPLE INC | 6.72% | $45.78 | $309.35 | +575.73% | Trimmed -0.65% |
 GOOGL ALPHABET INC-CL A | 5.85% | $65.04 | $344.82 | +430.17% | Added +0.85% |
 PANW PALO ALTO NETWORKS INC | 4.14% | $74.29 | $358.04 | +381.95% | Added +0.05% |
 NVDA NVIDIA CORP | 3.32% | $79.82 | $214.76 | +169.06% | Trimmed -0.43% |
 ET ENERGY TRANSFER LP | 2.53% | $15.65 | $21.20 | +35.43% | Added +1.74% |
 CACI CACI INTL INC CLASS A | 2.42% | $344.95 | $647.93 | +87.83% | Added +83.75% |
 TSLA TESLA INC | 2.21% | $423.09 | $362.86 | -14.24% | Added +157.73% |
 MSFT MICROSOFT CORP | 2.09% | $369.14 | $483.24 | +30.91% | Added +1102.51% |
 XOVR ERSHARES PRIVATE-PUBLIC CROSSO | 2.06% | $21.05 | $20.35 | -3.33% | New Buy |
Showing 1-10 of 75