PRIVATE CAPITAL ADVISORS, INC.

PrivateCIK: 1350780
Location

DARIEN, CT

📋 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 $1.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

76
Positions
$1.14B
Total AUM (reported)
6.71M
Total Shares

Allocation by class

TOTAL AUM$1.14B76 positions
COM$1.11B97.0%
ETF$32.31M2.8%
MF$2.00M0.2%
PFD$0.000.0%

Portfolio Concentration

Top 355.8%4–1018.8%11–2520.0%Rest5.4%TOP 1074.6%0%100%
Top 3$636.90M55.8%
4–10$214.30M18.8%
11–25$228.45M20.0%
Rest$61.50M5.4%

Top 3 weight

55.8%

Top 10 weight

74.6%

Voting Authority Distribution

Total shares with voting rights: 6.71M

Sole

Full voting authority

6.71M

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

SOLE
COM
Shares411.43K
TypeSH
Market value$493.48M
43.24%
Sole
411.43K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares265.02K
TypeSH
Market value$76.69M
6.72%
Sole
265.02K
Shared
0.00
None
0.00

ALPHABET INC-CL A

SOLE
COM
Shares186.75K
TypeSH
Market value$66.74M
5.85%
Sole
186.75K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares138.52K
TypeSH
Market value$47.24M
4.14%
Sole
138.52K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
COM
Shares189.29K
TypeSH
Market value$37.88M
3.32%
Sole
189.29K
Shared
0.00
None
0.00

ENERGY TRANSFER LP

SOLE
COM
Shares1.51M
TypeSH
Market value$28.89M
2.53%
Sole
1.51M
Shared
0.00
None
0.00

CACI INTL INC CLASS A

SOLE
COM
Shares59.73K
TypeSH
Market value$27.67M
2.42%
Sole
59.73K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares60.01K
TypeSH
Market value$25.24M
2.21%
Sole
60.01K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares64.08K
TypeSH
Market value$23.90M
2.09%
Sole
64.08K
Shared
0.00
None
0.00

ERSHARES PRIVATE-PUBLIC CROSSO

SOLE
ETF
Shares1.12M
TypeSH
Market value$23.48M
2.06%
Sole
1.12M
Shared
0.00
None
0.00

SPACE EX TECH SPACEX CLASS A

SOLE
COM
Shares130.67K
TypeSH
Market value$22.33M
1.96%
Sole
130.67K
Shared
0.00
None
0.00

META PLATFORMS INC CLASS A

SOLE
COM
Shares35.06K
TypeSH
Market value$19.75M
1.73%
Sole
35.06K
Shared
0.00
None
0.00

ENTERPRISE PRODS PART LP

SOLE
COM
Shares530.31K
TypeSH
Market value$19.49M
1.71%
Sole
530.31K
Shared
0.00
None
0.00

NASDAQ INC

SOLE
COM
Shares242.82K
TypeSH
Market value$19.14M
1.68%
Sole
242.82K
Shared
0.00
None
0.00

WILLIAMS COS INC

SOLE
COM
Shares251.91K
TypeSH
Market value$18.73M
1.64%
Sole
251.91K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COM
Shares75.94K
TypeSH
Market value$18.10M
1.59%
Sole
75.94K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares54.35K
TypeSH
Market value$14.78M
1.30%
Sole
54.35K
Shared
0.00
None
0.00

MPLX LP

SOLE
COM
Shares260.49K
TypeSH
Market value$14.67M
1.29%
Sole
260.49K
Shared
0.00
None
0.00

ABBVIE INC COM

SOLE
COM
Shares55.90K
TypeSH
Market value$14.07M
1.23%
Sole
55.90K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC

SOLE
COM
Shares27.86K
TypeSH
Market value$13.97M
1.22%
Sole
27.86K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares175.96K
TypeSH
Market value$12.56M
1.10%
Sole
175.96K
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL C

SOLE
COM
Shares30.13K
TypeSH
Market value$10.65M
0.93%
Sole
30.13K
Shared
0.00
None
0.00

NORTHROP GRUMMAN CORP COM

SOLE
COM
Shares20.82K
TypeSH
Market value$10.60M
0.93%
Sole
20.82K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP COM

SOLE
COM
Shares19.49K
TypeSH
Market value$9.93M
0.87%
Sole
19.49K
Shared
0.00
None
0.00

REGAL REXNORD CORP

SOLE
COM
Shares40.64K
TypeSH
Market value$9.68M
0.85%
Sole
40.64K
Shared
0.00
None
0.00
Page 1 of 4