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PRIVATE CAPITAL ADVISORS, INC. 13F portfolio summary

PRIVATE CAPITAL ADVISORS, INC. of PRIVATE CAPITAL ADVISORS, INC. has 66 current stock holdings with a reported portfolio value of $872.0M. The portfolio 1 year return is +11.01%. Top holdings include LLY (42.92%), AAPL (7.78%), GOOGL (6.12%), NVDA (3.81%), ET (3.29%).

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PRIVATE CAPITAL ADVISORS, INC.

PRIVATE CAPITAL ADVISORS, INC.
Latest filing: 2026-03-31

PRIVATE CAPITAL ADVISORS, INC. runs PRIVATE CAPITAL ADVISORS, INC. and currently holds 66 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $872.03M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PRIVATE CAPITAL ADVISORS, INC. ranks #361 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PRIVATE CAPITAL ADVISORS, INC.'s portfolio at PRIVATE CAPITAL ADVISORS, INC. has delivered returns of +11.01%. Their 3-year annualized return is +74.67%. Looking at the 5-year horizon, PRIVATE CAPITAL ADVISORS, INC. has achieved +100.96% annualized returns at PRIVATE CAPITAL ADVISORS, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+11.01%
#939/1000
3 Year
+74.67%
#424/1000
5 Year
+100.96%
#248/1000

Portfolio Value

$872.03M

Alpha Score

64.2

#361 of 1000

Holdings

66

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change