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CIK: 0001350780
Total reported value
$1.1B
$1.1B
86 檔
39.7%
As reported in its official Q1 2024 Form 13F filing, Private Capital Advisors, Inc.'s tracked investment portfolio stood at $1.1B with 86 total positions.
During Q1 2024, Private Capital Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 41.66% | +0.42% | +2.12% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.99% | -1.04% | -0.12% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.62% | -0.26% | -3.17% | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.64% | +1.59% | +10.89% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.43% | — | -1.26% | |
| 6 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.26% | — | — | |
| 7 | CF | Cf Industries Holdings Inc | Stock-Materials | 2.19% | — | +95.47% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.17% | -0.35% | -0.22% | |
| 9 | NDAQ | Nasdaq Inc | Stock-Financials | 2.09% | +1.68% | NEW | |
| 10 | CACI | Caci International Inc -cl A | Stock-Tech | 2.06% | +0.39% | -1.04% | |
| 11 | EPD | Enterprise Products Partners | Stock-Energy | 1.93% | -0.59% | -0.02% | |
| 12 | UNP | Union Pacific CORP | Stock-Industrials | 1.86% | -0.21% | -0.31% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 1.81% | — | -1.40% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.66% | -0.23% | -4.70% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | -0.54% | +2.83% | |
| 16 | ET | Energy Transfer LP | Stock-Energy | 1.61% | -0.76% | +0.61% | |
| 17 | EOG | Eog Resources Inc | Stock-Energy | 1.57% | — | -1.86% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | -0.21% | +35.69% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | -0.48% | -2.97% | |
| 20 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.43% | -0.67% | +0.76% | |
| 21 | COP | Conocophillips | Stock-Energy | 1.37% | — | -3.90% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.35% | -0.16% | -0.42% | |
| 23 | MPLX | Mplx LP | Stock-Energy | 1.33% | -0.40% | — | |
| 24 | WMB | Williams Cos Inc | Stock-Energy | 1.22% | -0.46% | -1.20% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.20% | — | +2.80% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.17% | -0.46% | -0.28% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | — | -4.56% | |
| 28 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.76% | -0.08% | -0.22% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.75% | — | -2.67% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | -0.06% | — | |
| 31 | INTU | Intuit Inc | Stock-Tech | 0.50% | -0.11% | — | |
| 32 | WPC | Wp Carey Inc | Stock-Real Estate | 0.47% | — | -2.00% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | -0.03% | EXIT | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.54% | EXIT | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.15% | — | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.26% | -0.06% | — | |
| 37 | FISV | Fiserv Inc | Stock-Other | 0.24% | — | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | +1.86% | -40.86% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.21% | -0.05% | — | |
| 40 | OMC | Omnicom Group | Stock-Comm Services | 0.19% | -0.04% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | -0.04% | — | |
| 42 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.16% | -0.02% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | -0.12% | — | |
| 44 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.14% | — | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | -0.01% | — | |
| 46 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.10% | -0.08% | EXIT | |
| 47 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.10% | — | — | |
| 48 | BALL | Ball CORP | Stock-Consumer Disc | 0.10% | — | — | |
| 49 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.09% | — | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | -0.02% | — |
According to official SEC Form 13F filings, Private Capital Advisors, Inc. reported a total U.S. public equity portfolio value of $1.1B across 86 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LLY, AAPL, GOOGL) accounted for 39.7% of total reported equity market value during Q1 2024.
During Q1 2024, Private Capital Advisors, Inc.'s top holdings by market value included LLY (41.7%)、AAPL (6.0%)、GOOGL (3.6%). The largest single position, LLY, represented 41.7% of total portfolio value.
In Q1 2024, Private Capital Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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