Private Capital Advisors, Inc. Portfolio Holdings

Private Capital Advisors, Inc.

  • $826 Million
  • Q4 2024

Private Capital Advisors, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $826 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $335M, Apple Inc. with a value of $69M, Alphabet Inc. with a value of $36.6M, Palo Alto Networks Inc with a value of $28.1M, and Netflix Inc with a value of $24.9M.

Examining the 13F form we can see an decrease of $87.3M in the current position value, from $913M to 826M.

Below you can find more details about Private Capital Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $826 Million
Healthcare: $395 Million
Technology: $178 Million
Communication Services: $84.6 Million
Energy: $63.8 Million
Industrials: $42.9 Million
Financial Services: $36.1 Million
Consumer Cyclical: $16.5 Million
ETFs: $6.88 Million
Other: $1.93 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.2B
$28.1 Million 3.4% of portfolio
154,548
Q4 2024 Added 99.87%
$10.1B
$17.8 Million 2.15% of portfolio
41,500
Q4 2024 Reduced 0.38%
$114B
$17.6 Million 2.13% of portfolio
82,807
Q4 2024 Reduced 1.95%
$112B
$16.6 Million 2.01% of portfolio
96,261
Q4 2024 Reduced 0.37%
$40.2B
$16.6 Million 2.01% of portfolio
238,969
Q4 2024 New
$72.5B
$16.5 Million 2.0% of portfolio
525,928
Q4 2024 Reduced 0.01%
$59.9B
$16.1 Million 1.95% of portfolio
824,119
Q4 2024 Reduced 0.03%
$44.6B
$15.7 Million 1.9% of portfolio
185,043
Q4 2024 New
$151B
$13.7 Million 1.66% of portfolio
60,170
Q4 2024 Added 0.13%
$70B
$13.5 Million 1.63% of portfolio
249,223
Q4 2024 Added 0.0%
$153B
$13.3 Million 1.61% of portfolio
58,024
Q4 2024 Reduced 1.93%
$53.7B
$12.3 Million 1.49% of portfolio
256,631
Q4 2024 Reduced 0.02%
$68.9B
$10.9 Million 1.32% of portfolio
23,179
Q4 2024 Reduced 0.23%
$116B
$9.88 Million 1.2% of portfolio
20,333
Q4 2024 Reduced 0.18%
$70.5B
$4.52 Million 0.55% of portfolio
44,494
Q4 2024 Reduced 2.82%
$159B
$3.87 Million 0.47% of portfolio
6,150
Q3 2017 New
$179B
$2.18 Million 0.26% of portfolio
18,065
Q4 2024 Reduced 14.66%
$79.5B
$1.53 Million 0.19% of portfolio
12,250
Q2 2021 Added 0.41%
$38.1B
$1.5 Million 0.18% of portfolio
7,120
Q4 2024 Added 82.56%
$16.8B
$1.38 Million 0.17% of portfolio
16,000
Q3 2017 New
$45.3B
$977,000 0.12% of portfolio
13,200
Q3 2023 Reduced 9.65%
$177B
$676,000 0.08% of portfolio
3,475
Q3 2017 New
$30.7B
$416,000 0.05% of portfolio
197
Q4 2024 Reduced 29.14%
$198B
$345,000 0.04% of portfolio
3,105
Q4 2024 New
$54.1B
$215,000 0.03% of portfolio
2,335
Q1 2024 New
$96.2B
$263,000 0.03% of portfolio
3,200
Q3 2023 Reduced 39.62%
$81.9B
$241,000 0.03% of portfolio
204
Q4 2024 New
$150B
$223,000 0.03% of portfolio
2,497
Q3 2024 New
$63.9B
$246,000 0.03% of portfolio
77
Q4 2024 New
$83.3B
$224,000 0.03% of portfolio
5,000
Q4 2023 Reduced 40.83%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $826 Million
  • Prior Value $913 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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