Private Capital Advisors, Inc.

CIK

1350780

Location

DARIEN, CT

Portfolio Value

Small $856,754,936

Diversification

Moderately concentrated

Filing Date

Global Rank

#1,935 / 8,604 ▼ 81 · as of Mar 2026

Top Industry

Drug Manufacturers - General 45.6%

3Y Alpha vs SPY

+6.5%

Period ended 3 months ago

Filed May 12, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+108.5%

SPY

+76.5%

Annualised alpha

+6.9%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

43.6%

−4.2 pts

Top 5

64.9%

−2.4 pts

Top 10

76.4%

−0.5 pts

HHI

2,083

Moderately concentrated−351

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	47.5%	$407,171,674	12
Technology	17.0%	$145,646,139	11
Communication Services	10.7%	$91,367,262	4
Energy	10.5%	$89,820,099	6
Industrials	6.3%	$53,596,957	7
Consumer Cyclical	2.8%	$24,352,883	2
Financial Services	2.3%	$19,681,004	7
Utilities	1.8%	$15,452,454	3
Unclassified	1.0%	$8,667,471	6
Consumer Defensive	0.1%	$822,176	1
Real Estate	0.0%	$176,817	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	+650,058	1,485,158	$28,663,549
GPCR	Structure Therapeutics Inc.	+27,041	34,389	$1,657,549
ETHE	Grayscale Ethereum Staking ETF	+23,000	45,611	$778,579
NVDA	Nvidia Corp	+12,335	190,112	$33,155,532
IMNM	Immunome Inc.	+10,542	34,082	$745,373
PTCT	Ptc Therapeutics, Inc.	+9,870	38,983	$2,655,911
TSLA	Tesla, Inc.	+1,954	23,285	$8,656,198
AAPL	Apple Inc.	+1,201	266,769	$67,703,304
MPLX	Mplx LP	+1,000	257,752	$14,709,906
MSFT	Microsoft Corp	+980	5,329	$1,972,635
WMB	Williams Companies, Inc.	+960	251,908	$18,333,864
NFLX	Netflix Inc	+857	178,037	$17,118,257
EPD	Enterprise Products Partners L.P.	+800	529,184	$20,024,322
AMZN	Amazon Com Inc	+739	75,367	$15,696,685
PANW	Palo Alto Networks Inc	+491	138,449	$22,196,143
GLD	Spdr Gold Trust	+490	1,143	$491,821
BTQ	BTQ Technologies Corp.	+363	41,493	$110,786
TMO	Thermo Fisher Scientific Inc.	+145	27,904	$13,715,653
QQQ	Invesco Qqq Trust, Series 1	+50	5,840	$3,370,731
UNP	Union Pacific Corp	+10	54,350	$13,186,397
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
LLY	ELI LILLY & Co	−21,548	405,955	$373,385,230
NEE	Nextera Energy Inc	−5,573	159,882	$14,849,840
RRX	Regal Rexnord Corp	−1,468	40,549	$7,593,205
SPY	Spdr S&P 500 ETF Trust	−1,459	4,322	$2,810,769
BX	Blackstone Inc.	−1,397	78,047	$8,974,624
META	Meta Platforms, Inc.	−538	34,600	$19,795,698
BLK	BlackRock, Inc.	−512	8,720	$8,386,111
JPM	Jpmorgan Chase & Co	−450	1,007	$296,219
GOOGL	Alphabet Inc.	−303	185,173	$53,248,347
CNI	Canadian National Railway Co	−200	31,878	$3,276,102
CACI	Caci International Inc /De/	−53	32,505	$17,678,494
LMT	Lockheed Martin Corp	−47	19,156	$11,577,694
NOC	Northrop Grumman Corp /De/	−16	20,402	$13,919,060
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
GBTC	Grayscale Bitcoin Trust ETF	13,998	$738,534
AVGO	Broadcom Inc.	1,618	$500,787
ONC	BeOne Medicines Ltd.	999	$296,673
HOOD	Robinhood Markets, Inc.	4,251	$294,594
AMD	Advanced Micro Devices Inc	1,126	$229,062
TEM	Tempus AI, Inc.	4,764	$215,428
IBRX	ImmunityBio, Inc.	26,978	$206,921
CRWD	CrowdStrike Holdings, Inc.	1,142	$111,462
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
DHR	Danaher Corp /De/	47,863	$10,956,797
WM	Waste Management Inc	39,507	$8,680,082
UNH	Unitedhealth Group Inc	25,001	$8,253,080
PLTR	Palantir Technologies Inc.	2,928	$520,452
RLAY	Relay Therapeutics, Inc.	59,311	$501,771
ORCL	Oracle Corp	1,223	$238,374
MS	Morgan Stanley	1,252	$222,267
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 positions · $856,754,936 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Reduced	405,955	-21,548	$373,385,230	−18.7%	43.58%
AAPL	Apple Inc. Technology	Added	266,769	+1,201	$67,703,304	−6.2%	7.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	185,173	-303	$53,248,347	−8.3%	6.22%
NVDA	Nvidia Corp Technology	Added	190,112	+12,335	$33,155,532	+0.0%	3.87%
ET	Energy Transfer LP Energy	Added	1,485,158	+650,058	$28,663,549	+108.1%	3.35%
PANW	Palo Alto Networks Inc Technology	Added	138,449	+491	$22,196,143	−12.7%	2.59%
EPD	Enterprise Products Partners L.P. Energy	Added	529,184	+800	$20,024,322	+18.2%	2.34%
META	Meta Platforms, Inc. Communication Services	Reduced	34,600	-538	$19,795,698	−14.7%	2.31%
WMB	Williams Companies, Inc. Energy	Added	251,908	+960	$18,333,864	+21.5%	2.14%
CACI	Caci International Inc /De/ Technology	Reduced	32,505	-53	$17,678,494	+1.9%	2.06%
NFLX	Netflix Inc Communication Services	Added	178,037	+857	$17,118,257	+3.0%	2.00%
AMZN	Amazon Com Inc Consumer Cyclical	Added	75,367	+739	$15,696,685	−8.9%	1.83%
NEE	Nextera Energy Inc Utilities	Reduced	159,882	-5,573	$14,849,840	+11.8%	1.73%
MPLX	Mplx LP Energy	Added	257,752	+1,000	$14,709,906	+7.3%	1.72%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	20,402	-16	$13,919,060	+19.6%	1.62%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	27,904	+145	$13,715,653	−14.7%	1.60%
UNP	Union Pacific Corp Industrials	Added	54,350	+10	$13,186,397	+4.9%	1.54%
ABBV	AbbVie Inc. Healthcare	Held	55,904	0	$12,158,560	−4.8%	1.42%
LMT	Lockheed Martin Corp Industrials	Reduced	19,156	-47	$11,577,694	+24.7%	1.35%
BX	Blackstone Inc. Financial Services	Reduced	78,047	-1,397	$8,974,624	−26.7%	1.05%
TSLA	Tesla, Inc. Consumer Cyclical	Added	23,285	+1,954	$8,656,198	−9.8%	1.01%
BLK	BlackRock, Inc. Financial Services	Reduced	8,720	-512	$8,386,111	−15.1%	0.98%
RRX	Regal Rexnord Corp Industrials	Reduced	40,549	-1,468	$7,593,205	+28.8%	0.89%
XOM	Exxon Mobil Corp Energy	Held	27,815	0	$4,719,092	+41.0%	0.55%
QQQ	Invesco Qqq Trust, Series 1	Added	5,840	+50	$3,370,731	−5.2%	0.39%
CVX	Chevron Corp Energy	Held	16,285	0	$3,369,366	+35.8%	0.39%
PH	Parker-Hannifin Corp Industrials	Held	3,727	0	$3,336,559	+1.9%	0.39%
CNI	Canadian National Railway Co Industrials	Reduced	31,878	-200	$3,276,102	+3.3%	0.38%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,322	-1,459	$2,810,769	−28.7%	0.33%
PTCT	Ptc Therapeutics, Inc. Healthcare	Added	38,983	+9,870	$2,655,911	+20.1%	0.31%
MSFT	Microsoft Corp Technology	Added	5,329	+980	$1,972,635	−6.2%	0.23%
INTU	Intuit Inc. Technology	Held	4,300	0	$1,859,234	−34.7%	0.22%
GPCR	Structure Therapeutics Inc. Healthcare	Added	34,389	+27,041	$1,657,549	+224.3%	0.19%
OMC	Omnicom Group Inc. Communication Services	Held	16,000	0	$1,204,960	−6.7%	0.14%
EW	Edwards Lifesciences Corp Healthcare	Held	13,200	0	$1,057,056	−6.1%	0.12%
KO	Coca Cola Co Consumer Defensive	Held	10,811	0	$822,176	+8.8%	0.10%
JNJ	Johnson & Johnson Healthcare	Held	3,301	0	$806,896	+18.1%	0.09%
ETHE	Grayscale Ethereum Staking ETF	Added	45,611	+23,000	$778,579	+41.3%	0.09%
IMNM	Immunome Inc. Healthcare	Added	34,082	+10,542	$745,373	+47.4%	0.09%
GBTC	Grayscale Bitcoin Trust ETF	NEW	13,998	NEW	$738,534	NEW	0.09%
GS	Goldman Sachs Group Inc Financial Services	Held	860	0	$727,551	−3.8%	0.08%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	9,000	0	$707,940	+6.8%	0.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,316	0	$630,627	−4.7%	0.07%
AVGO	Broadcom Inc. Technology	NEW	1,618	NEW	$500,787	NEW	0.06%
GLD	Spdr Gold Trust	Added	1,143	+490	$491,821	+90.0%	0.06%
ETHA	iShares Ethereum Trust ETF	Held	30,135	0	$477,037	−29.4%	0.06%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Held	197	0	$371,278	−12.2%	0.04%
SO	Southern Co Utilities	Held	3,200	0	$308,864	+10.7%	0.04%
ONC	BeOne Medicines Ltd. Healthcare	NEW	999	NEW	$296,673	NEW	0.03%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,007	-450	$296,219	−36.9%	0.03%