HolderBook

Private Capital Advisors, Inc.

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1350780
Reported value
$1.1B
Positions
76
Top 10 weight
74.6%
Filed
2026-07-24
Days after quarter end
24

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
ELI LILLY & COLLY$493.5M411,42543.24%+0.43pp31q+1.3%+$6.6M
APPLE INCAAPL$76.7M265,0246.72%-1.04pp31q-0.7%-$504.9K
ALPHABET INCGOOGL$66.7M186,7475.85%-0.26pp31q+0.9%+$562.5K
PALO ALTO NETWORKS INCPANW$47.2M138,5244.14%+1.59pp23qHELD
NVIDIA CORPORATIONNVDA$37.9M189,2913.32%-0.48pp29qHELD
ENERGY TRANSFER L PET$28.9M1,510,9802.53%-0.76pp14q+1.7%+$493.7K
CACI INTL INCCACI$27.7M59,7282.42%+0.40pp24q+83.8%+$12.6M
TESLA INCTSLA$25.2M60,0122.21%+1.22pp7q+157.7%+$15.4M
MICROSOFT CORPMSFT$23.9M64,0822.09%+1.87pp31q+1102.5%+$21.9M
ENTREPRENEURSHARES SERIES TRXOVR$23.5M1,115,3252.06%-newNEW
SPACE EXPLORATION TECHN CORPSPCX$22.3M130,6731.96%-newNEW
META PLATFORMS INCMETA$19.7M35,0571.73%-0.54pp31q+1.3%+$257.4K
ENTERPRISE PRODS PARTNERS LEPD$19.5M530,3081.71%-0.59pp31qHELD
NASDAQ INCNDAQ$19.1M242,8161.68%-newNEW
WILLIAMS COS INCWMB$18.7M251,9081.64%-0.46pp18qHELD
AMAZON COM INCAMZN$18.1M75,9431.59%-0.21pp31q+0.8%+$137.3K
UNION PAC CORPUNP$14.8M54,3501.30%-0.22pp31qHELD
MPLX LPMPLX$14.7M260,4861.29%-0.40pp18q+1.1%+$154.0K
ABBVIE INCABBV$14.1M55,9041.23%-0.16pp31qHELD
THERMO FISHER SCIENTIFIC INCTMO$14.0M27,8611.22%-0.35pp31qHELD
NETFLIX INCNFLX$12.6M175,9621.10%-0.86pp9q-1.2%-$148.2K
ALPHABET INCGOOG$10.6M30,1330.93%-0.06pp31qHELD
NORTHROP GRUMMAN CORPNOC$10.6M20,8200.93%-0.67pp29q+2.0%+$212.9K
LOCKHEED MARTIN CORPLMT$9.9M19,4910.87%-0.46pp31q+1.7%+$170.7K
REGAL REXNORD CORPORATIONRRX$9.7M40,6390.85%-0.02pp3qHELD
BLACKSTONE INCBX$9.2M78,0470.80%-0.22pp29qHELD
BLACKROCK INCBLK$8.4M8,7430.74%-0.22pp8qHELD
EXXONMOBIL HOLDINGS CORP COM SHSXOM$3.8M27,8150.33%-newNEW
PARKER-HANNIFIN CORPPH$3.6M3,7270.32%-0.06pp31qHELD
CANADIAN NATL RY COCNI$3.4M28,4930.30%-0.08pp31q-10.6%-$403.6K
STATE STR SPDR S&P 500 ETF TSPY$3.2M4,3260.28%-0.04pp31qHELD
INVESCO QQQ TRQQQ$3.1M4,2590.27%-0.11pp19q-27.1%-$1.2M
CHEVRON CORPORATIONCVX$2.7M16,2370.24%-0.15pp31qHELD
ISHARES TRDVY$2.2M13,9750.19%-0.05pp31qHELD
MICRON TECHNOLOGY INCMU$1.6M1,4000.14%-newNEW
STRUCTURE THERAPEUTICS INCGPCR$1.6M29,7600.14%-0.05pp4q-13.5%-$248.4K
EDWARDS LIFESCIENCES CORPEW$1.2M13,2000.10%-0.02pp18qHELD
OMNICOM GROUP INCOMC$1.2M16,0000.10%-0.04pp31qHELD
INTUITINTU$1.1M4,3000.10%-0.11pp31qHELD
COLUMBIA TAX-EXEMPT FUND CLASS A$990.0K83,4770.09%-0.02pp4q+1.0%+$9.9K
COCA COLA COKO$878.6K10,8110.08%-0.02pp31qHELD
GOLDMAN SACHS GROUP INCGS$869.8K8600.08%-0.01pp31qHELD
JOHNSON & JOHNSONJNJ$838.4K3,3010.07%-0.02pp31qHELD
SELECT SECTOR SPDR TRXLK$690.8K3,6260.06%+0.01pp31qHELD
GLOBAL X FDSMLPX$676.6K9,1850.06%-0.01pp17q+8.1%+$50.5K
BERKSHIRE HATHAWAY INC DELBRKB$658.5K1,3160.06%-0.01pp31qHELD
J P MORGAN EXCHANGE TRADED FJEPQ$648.8K10,5560.06%+0.01pp5q+40.0%+$185.2K
GRAYSCALE BITCOIN TRUST ETFGBTC$637.2K13,9980.06%-0.03pp2qHELD
GRAYSCALE ETHEREUM STAKING EETHE$582.0K45,6110.05%-0.04pp6qHELD
J P MORGAN EXCHANGE TRADED FJEPI$513.5K9,0920.05%flat5q+28.5%+$113.9K
BROADCOM INCAVGO$478.6K1,2670.04%-0.02pp2q-21.7%-$132.6K
FIDELITY INVESTMENT GRADE BOND$425.9K58,9840.04%-0.01pp18q-1.4%-$6.1K
SPDR GOLD TRGLD$421.1K1,1430.04%-0.02pp3qHELD
FIRST CTZNS BANCSHARES INC DFCNCA$409.9K1970.04%-0.01pp14qHELD
AMERICAN FUNDS NEW PERSPECTIVE A$379.8K5,0280.03%-0.01pp20qHELD
VANGUARD INDEX FDSVOO$367.4K5350.03%flat14qHELD
ISHARES ETHEREUM TRETHA$358.3K30,1350.03%-0.02pp4qHELD
JPMORGAN CHASE & COJPM$329.6K1,0070.03%-0.01pp12qHELD
AMERICAN ELEC PWR CO INCAEP$306.6K2,2410.03%-0.01pp10qHELD
SOUTHERN COSO$306.3K3,2000.03%-0.01pp18qHELD
REPLIMUNE GROUP INCREPL$299.6K27,0660.03%-newNEW
VERADERMICS INCMANE$299.4K2,4350.03%-newNEW
BEONE MEDICINES LTDONC$284.7K9990.02%-0.01pp2qHELD
VANGUARD WORLD FDVGT$260.6K2,1800.02%-newNEW
CIPHER DIGITAL INCCIFR$245.0K10,0000.02%+0.01pp4qHELD
D-WAVE QUANTUM INCQBTS$239.9K10,0020.02%-newNEW
IMMUNITYBIO INCIBRX$236.2K26,9780.02%flat2qHELD
AXOVANT SCIENCES LTDAXGTXXXX$234.9K4190.02%-newNEW
BTQ TECHNOLOGIES CORPBTQ$223.6K41,4930.02%+0.01pp4qHELD
REGENERON PHARMACEUTICALSREGN$218.2K3500.02%-0.01pp3qHELD
156775D10$216.4K9790.02%-newDEBT
AEVEX CORPAVEX$207.6K9,9400.02%-newNEW
PIMCO INCOME I2$180.2K16,5950.02%flat31qHELD
LADDER CAP CORPLADR$180.1K18,0980.02%flat31qHELD
SCHWAB VALUE ADVANTAGE M$28.6K28,6410.00%flat7q+0.6%
91724C909$018,7500.00%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Biotech & Pharma 44.8%Software & IT Services 13.2%Computer Hardware 10.9%Energy 6.5%Autos & Aerospace 4.0%Semiconductors & Electronics 3.5%Capital Markets 3.5%Transport & Logistics 2.9%Retail & Consumer 1.6%Other sectors 4.5%Not classified 4.7%
 
SectorValueShare
Biotech & Pharma$511.3M44.8%
Software & IT Services$150.3M13.2%
Computer Hardware$123.9M10.9%
Energy$73.6M6.5%
Autos & Aerospace$45.8M4.0%
Semiconductors & Electronics$40.0M3.5%
Capital Markets$39.6M3.5%
Transport & Logistics$32.9M2.9%
Retail & Consumer$18.1M1.6%
Other sectors$51.6M4.5%
Not classified$54.1M4.7%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$1.1B7613167974.6%24
Q1 2026$872.0M72817101175.0%42
Q4 2025$979.4M75615271175.5%40
Q3 2025$898.6M801010181169.5%43
Q2 2025$820.9M81111511572.9%30
Q1 2025$836.2M75101014970.5%32
Q4 2024$840.0M7497111269.6%21
Q3 2024$913.2K7799151368.6%35
Q2 2024$897.9K811010191469.1%33
Q1 2024$803.0K8516914867.1%29
Q4 2023$656.4K7741712967.3%44
Q3 2023$1.9M10218740066.7%44
Q2 2023$609.7K8441024866.1%28
Q1 2023$530.6K88197281461.9%38
Q4 2022$583.2K8365111063.5%39
Q3 2022$576.7M8761261360.0%35
Q2 2022$593.6M94111951659.3%21
Q1 2022$686.7M99192512752.7%22
Q4 2021$626.8M8797282257.1%41
Q3 2021$600.6M100121516851.1%12
Q2 2021$591.2M961011341649.0%37
Q1 2021$535.4M10213716845.1%33
Q4 2020$495.6M97208171646.4%15
Q3 2020$430.6M932011101146.1%37
Q2 2020$385.8M8414713452.3%28
Q1 2020$315.7M7421129952.7%15
Q4 2019$407.8M8139181045.9%9
Q3 2019$359.9M8856191143.0%15
Q2 2019$353.3M94917131140.3%18
Q1 2019$330.5M96101510342.1%9
Q4 2018$278.9M89000042.4%14

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.