
	Private Capital 13F
	Private Capital Management

	Last update 2025-05-15	149 Stocks (15 new)
	Value $913.00 Mil	Turnover 11 %
	Countries: Top Holdings: QNST(7.96%)LNTH(5.59%)HROW(5.50%)BBSI(5.15%)AIOT(4.05%) SEC Filings Portfolio Report

Private Capital Profile

Private Capital Management was founded by Bruce Sherman in 1986. Sherman is a Certified Public Accountant, and prior to starting Private Capital Management he worked for the Collier Family and was involved in their investments.
Sherman retired in March 2009, after which Gregg J. Powers took over as the CEO. Powers began his investment career as a healthcare analyst at Raymond James Financial. He joined PCM's investment research team in 1988.

Private Capital Investing Philosophy

Private Capital Management follows a value investing style, which it defines as buying stocks 40% below their intrinsic value, managing downside risk, researching to gain insight and patience creating an enduring avenue for portfolio gains.

Private Capital's Portfolio

Private Capital Current Holdings

Ticker
Ticker
ACNB
ATRO
PBFS
HTB
BND
TQQQ
DGRO
IHE
PEP
KRE
VO
BRK.B
IEFA
JNJ
VWO
IWGFF
SSBK
NVDA
CEFS
VUG

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
ACNB	ACNB Corp	271,596	11,150.9	New Holding	1.220	+1.22%	2.580	+2.66%	+7.87%	442.9	Banks
ATRO	Astronics Corp	402,958	9,715.6	New Holding	1.060	+1.06%	1.140	+29.33%	+110.78%	1,192.6	Aerospace & Defense
PBFS	Pioneer Bancorp Inc	259,904	3,038.3	New Holding	0.330	+0.33%	1.010	+5.30%	+7.86%	312.5	Banks
HTB	HomeTrust Bancshares Inc	58,804	2,015.8	New Holding	0.220	+0.22%	0.340	+9.00%	+11.82%	656.6	Banks
BND	Vanguard Total Bond Market ETF	15,092	1,108.5	New Holding	0.120	+0.12%	0.000	+1.61%	+3.70%	127,734.2
TQQQ	PROSHARES TRUST	6,000	343.8	New Holding	0.040	+0.04%	0.000	+26.75%	+1.82%	26,821.6
DGRO	iShares Core Dividend Growth ETF	4,012	247.9	New Holding	0.030	+0.03%	0.000	+2.81%	+4.32%	32,341.9
IHE	iShares U.S. Pharmaceuticals ETF	3,425	241.7	New Holding	0.030	+0.03%	0.040	-3.65%	+1.23%	563.9
PEP	PepsiCo Inc	1,805	270.6	New Holding	0.030	+0.03%	0.000	-12.69%	-13.90%	176,005.5	Beverages - Non-Alcoholic
KRE	SPDR S&P Regional Banking ETF	5,500	312.7	New Holding	0.030	+0.03%	0.010	+2.29%	-1.02%	3,191.2
VO	Vanguard Mid-Cap ETF	969	250.6	New Holding	0.030	+0.03%	0.000	+5.90%	+5.58%	76,285.0
BRK.B	Berkshire Hathaway Inc	414	220.5	New Holding	0.020	+0.02%	0.000	-8.65%	+7.46%	1,051,167.4	Insurance
IEFA	iShares Core MSCI EAFE ETF	2,883	218.1	New Holding	0.020	+0.02%	0.000	+9.06%	+19.45%	141,171.7
JNJ	Johnson & Johnson	1,293	214.4	New Holding	0.020	+0.02%	0.000	-4.92%	+7.17%	366,817.9	Drug Manufacturers
VWO	Vanguard FTSE Emerging Markets ETF	4,804	217.4	New Holding	0.020	+0.02%	0.000	+8.28%	+12.70%	85,288.7
IWGFF	International Workplace Group PLC	7,271,825	17,414.6	+890.70%	1.910	+1.72%	0.710	+26.43%	+44.93%	2,883.1	Real Estate
SSBK	Southern States Bancshares Inc	142,354	5,066.8	+271.61%	0.550	+0.40%	1.440	+11.00%	+9.00%	358.5	Banks
NVDA	NVIDIA Corp	7,476	810.3	+261.16%	0.090	+0.07%	0.000	+36.63%	+15.75%	3,790,197.1	Semiconductors
CEFS	Saba Closed-End Funds ETF	122,719	2,617.6	+209.61%	0.290	+0.20%	0.970	+3.89%	+7.04%	295.3
VUG	Vanguard Growth ETF	1,324	491.0	+110.16%	0.050	+0.03%	0.000	+13.15%	+5.60%	156,012.7

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Total 160

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