PC

Private Capital Advisors, Inc.

13F
Private Capital Advisors, Inc.
Last update 2025-05-02 68 Stocks (10 new)
Value $834.00 Mil Turnover 5 %
Countries:
Top Holdings: LLY(42.95%)AAPL(7.33%)GOOGL(3.69%)PANW(3.12%)NFLX(3.03%)
Summary Stock Picks Current Portfolio
Private Capital Advisors, Inc.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LLY
Eli Lilly and Co
433,780
358,263.2
-0.02%
42.950
-0.01%
0.050
-3.41%
+3.95%
717,744.1
Drug Manufacturers
AAPL
Apple Inc
275,211
61,132.6
-0.14%
7.330
-0.01%
0.000
+4.92%
-14.19%
3,201,867.7
Hardware
GOOGL
Alphabet Inc
199,242
30,810.8
+3.17%
3.690
+0.11%
0.000
+22.58%
+0.71%
2,312,147.3
Interactive Media
PANW
Palo Alto Networks Inc
152,366
25,999.7
-1.41%
3.120
-0.05%
0.020
+18.60%
+9.71%
133,106.6
Software
NFLX
Netflix Inc
27,089
25,261.3
-3.08%
3.030
-0.09%
0.010
+12.22%
+32.15%
500,516.5
Media - Diversified
UNH
UnitedHealth Group Inc
37,077
19,419.1
-2.27%
2.330
-0.05%
0.000
-32.09%
-42.31%
261,769.0
Healthcare Plans
META
Meta Platforms Inc
32,588
18,782.4
+22.84%
2.250
+0.42%
0.000
+37.32%
+22.13%
1,794,902.8
Interactive Media
EPD
Enterprise Products Partners LP
526,878
17,987.6
+0.18%
2.160
0%
0.020
+4.27%
+3.71%
68,222.8
Oil & Gas
NVDA
NVIDIA Corp
153,032
16,585.6
-0.19%
1.990
0%
0.000
+66.22%
+27.14%
4,163,321.8
Semiconductors
ET
Energy Transfer LP
841,602
15,645.4
+2.12%
1.880
+0.04%
0.020
+3.98%
-7.77%
59,867.4
Oil & Gas

Private Capital Advisors, Inc.'s Historical Top Holdings Breakdowns

Private Capital Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MMC
Marsh & McLennan Companies Inc
2025-03-31
Sold Out
Sold Out
-2.10%
●
208.48 ($226.88) 244.03
$209.51
-7.66%
Sold Out
0
-82,807
XYZ
Block Inc
2025-03-31
Reduce
Reduce
-1.82%
●
54.04 ($74.64) 92.95
$79.54
6.56%
Reduce -96.87%
5,790
-179,253
ACN
Accenture PLC
2025-03-31
New Buy
New Buy
+1.68%
●
300.91 ($353.16) 398.25
$288.50
-18.31%
New holding
44,810
44,810
GH
Guardant Health Inc
2025-03-31
New Buy
New Buy
+1.65%
●
31.77 ($43.14) 49.94
$45.09
4.52%
New holding
322,818
322,818
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.42%
●
576.36 ($645.17) 736.67
$713.87
10.65%
Add 22.84%
32,588
6,059
AMD
Advanced Micro Devices Inc
2025-03-31
Sold Out
Sold Out
-0.26%
●
96.63 ($111.19) 129.55
$158.04
42.14%
Sold Out
0
-18,065
LHX
L3Harris Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.18%
●
194.65 ($209.61) 222.86
$269.27
28.46%
Sold Out
0
-7,120
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.13%
●
190.26 ($217) 242.06
$228.41
5.26%
Add 8.02%
74,345
5,522
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.11%
●
154.33 ($181.36) 206.38
$190.19
4.87%
Add 3.17%
199,242
6,124
NFLX
Netflix Inc
2025-03-31
Reduce
Reduce
-0.09%
●
828.4 ($951.01) 1058.6
$1,177.89
23.86%
Reduce -3.08%
27,089
-861

Private Capital Advisors, Inc. Total Holding History ($B)

To

Private Capital Advisors, Inc.'s Asset Allocation

To

Private Capital Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Private Capital Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Private Capital Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Private Capital Advisors, Inc.'s Holdings Heat Map

Size field:

Private Capital Advisors, Inc.'s Holdings Bubble Chart

Private Capital Advisors, Inc. News

  • 1

Discussions on Private Capital Advisors, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.