Filed: 5/2/2025ACC: 0001350780-25-000002
📋 What this filing means
PRIVATE CAPITAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $836.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$836.21M
Total AUM (reported)
5.49M
Total Shares
Allocation by class
COM$829.96M99.3%
ETF$4.12M0.5%
MF$2.13M0.3%
PFD$0.000.0%
Portfolio Concentration
Top 3$450.21M53.8%
4–10$139.68M16.7%
11–25$197.08M23.6%
Rest$49.24M5.9%
Top 3 weight
53.8%
Top 10 weight
70.5%
Voting Authority Distribution
Total shares with voting rights: 5.49M
Sole
Full voting authority
5.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole76
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings76
Rows:
LILLY ELI & CO COM
SOLEShares433.78K
TypeSH
Market value$358.26M
42.84%
Sole
433.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares275.21K
TypeSH
Market value$61.13M
7.31%
Sole
275.21K
Shared
0.00
None
0.00
ALPHABET INC CL A
SOLEShares199.24K
TypeSH
Market value$30.81M
3.68%
Sole
199.24K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares152.37K
TypeSH
Market value$26.00M
3.11%
Sole
152.37K
Shared
0.00
None
0.00
NETFLIX INC COM
SOLEShares27.09K
TypeSH
Market value$25.26M
3.02%
Sole
27.09K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares37.08K
TypeSH
Market value$19.42M
2.32%
Sole
37.08K
Shared
0.00
None
0.00
META PLATFORMS INC CLASS A
SOLEShares32.59K
TypeSH
Market value$18.78M
2.25%
Sole
32.59K
Shared
0.00
None
0.00
ENTERPRISE PRODS PART LP
SOLEShares526.88K
TypeSH
Market value$17.99M
2.15%
Sole
526.88K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares153.03K
TypeSH
Market value$16.59M
1.98%
Sole
153.03K
Shared
0.00
None
0.00
ENERGY TRANSFER L P COM UNIT L
SOLEShares841.60K
TypeSH
Market value$15.65M
1.87%
Sole
841.60K
Shared
0.00
None
0.00
CACI INTL INC CLASS A
SOLEShares42.23K
TypeSH
Market value$15.49M
1.85%
Sole
42.23K
Shared
0.00
None
0.00
AMPHENOL CORP NEW CLASS A
SOLEShares235.65K
TypeSH
Market value$15.46M
1.85%
Sole
235.65K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares249.38K
TypeSH
Market value$14.90M
1.78%
Sole
249.38K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC
SOLEShares29.95K
TypeSH
Market value$14.90M
1.78%
Sole
29.95K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares74.34K
TypeSH
Market value$14.14M
1.69%
Sole
74.34K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND F CLASS
SOLEShares44.81K
TypeSH
Market value$13.98M
1.67%
Sole
44.81K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares59.09K
TypeSH
Market value$13.96M
1.67%
Sole
59.09K
Shared
0.00
None
0.00
MPLX LP COM UNIT REPSTG LP
SOLEShares257.56K
TypeSH
Market value$13.78M
1.65%
Sole
257.56K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares322.82K
TypeSH
Market value$13.75M
1.64%
Sole
322.82K
Shared
0.00
None
0.00
BLACKSTONE INC COM
SOLEShares96.26K
TypeSH
Market value$13.46M
1.61%
Sole
96.26K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares56.35K
TypeSH
Market value$11.81M
1.41%
Sole
56.35K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP COM
SOLEShares23.04K
TypeSH
Market value$11.80M
1.41%
Sole
23.04K
Shared
0.00
None
0.00
DANAHER CORP
SOLEShares56.35K
TypeSH
Market value$11.55M
1.38%
Sole
56.35K
Shared
0.00
None
0.00
BLACKROCK INC NEW
SOLEShares9.74K
TypeSH
Market value$9.22M
1.10%
Sole
9.74K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP COM
SOLEShares19.88K
TypeSH
Market value$8.88M
1.06%
Sole
19.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LILLY ELI & CO COMSOLE | COM | 433.78K | SH | $358.26M 42.84% | 433.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 275.21K | SH | $61.13M 7.31% | 275.21K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | COM | 199.24K | SH | $30.81M 3.68% | 199.24K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 152.37K | SH | $26.00M 3.11% | 152.37K | 0.00 | 0.00 |
NETFLIX INC COMSOLE | COM | 27.09K | SH | $25.26M 3.02% | 27.09K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | COM | 37.08K | SH | $19.42M 2.32% | 37.08K | 0.00 | 0.00 |
META PLATFORMS INC CLASS ASOLE | COM | 32.59K | SH | $18.78M 2.25% | 32.59K | 0.00 | 0.00 |
ENTERPRISE PRODS PART LPSOLE | COM | 526.88K | SH | $17.99M 2.15% | 526.88K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 153.03K | SH | $16.59M 1.98% | 153.03K | 0.00 | 0.00 |
ENERGY TRANSFER L P COM UNIT LSOLE | COM | 841.60K | SH | $15.65M 1.87% | 841.60K | 0.00 | 0.00 |
CACI INTL INC CLASS ASOLE | COM | 42.23K | SH | $15.49M 1.85% | 42.23K | 0.00 | 0.00 |
AMPHENOL CORP NEW CLASS ASOLE | COM | 235.65K | SH | $15.46M 1.85% | 235.65K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 249.38K | SH | $14.90M 1.78% | 249.38K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFICSOLE | COM | 29.95K | SH | $14.90M 1.78% | 29.95K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 74.34K | SH | $14.14M 1.69% | 74.34K | 0.00 | 0.00 |
ACCENTURE PLC IRELAND F CLASSSOLE | COM | 44.81K | SH | $13.98M 1.67% | 44.81K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 59.09K | SH | $13.96M 1.67% | 59.09K | 0.00 | 0.00 |
MPLX LP COM UNIT REPSTG LPSOLE | COM | 257.56K | SH | $13.78M 1.65% | 257.56K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 322.82K | SH | $13.75M 1.64% | 322.82K | 0.00 | 0.00 |
BLACKSTONE INC COMSOLE | COM | 96.26K | SH | $13.46M 1.61% | 96.26K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 56.35K | SH | $11.81M 1.41% | 56.35K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORP COMSOLE | COM | 23.04K | SH | $11.80M 1.41% | 23.04K | 0.00 | 0.00 |
DANAHER CORPSOLE | COM | 56.35K | SH | $11.55M 1.38% | 56.35K | 0.00 | 0.00 |
BLACKROCK INC NEWSOLE | COM | 9.74K | SH | $9.22M 1.10% | 9.74K | 0.00 | 0.00 |
LOCKHEED MARTIN CORP COMSOLE | COM | 19.88K | SH | $8.88M 1.06% | 19.88K | 0.00 | 0.00 |
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