Private Capital Advisors, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Private Capital Advisors, Inc. reported 76 stock positions worth $1.1 billion. Its top holding was Eli Lilly (LLY) at 43.2% of the portfolio, followed by Apple (AAPL, 6.7%) and Alphabet Class A (GOOGL, 5.8%). Compared with Q1 2026, it opened 11 new positions, sold out of 8, added to 21 and reduced 10. The biggest buy was a new position in Ershares Private-Public Cros (XOVR) and the biggest sale an exit from Nextera Energy (NEE).

Most Recent 13F
Q2 2026
Location
DARIEN, CT
CIK
0001350780
Portfolio Value
$1.1B (Q2 2026)
SEC Filing
0001350780-26-000003 ↗ filed Jul 24, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $802.7M Q1 2024 Q2 2024: $897.9M Q2 2024 Q3 2024: $913.2M Q3 2024 Q4 2024: $840.0M Q4 2024 Q1 2025: $836.2M Q1 2025 Q2 2025: $820.9M Q2 2025 Q3 2025: $898.6M Q3 2025 Q4 2025: $979.4M Q4 2025 Q1 2026: $872.0M Q1 2026 Q2 2026: $1.1B $1.1B Q2 2026

Holdings 76 stocks · $1.1B
LLY Eli Lilly & Co. 43.24% 411,425 $493.5M Add +1.4%
AAPL Apple Inc. 6.72% 265,024 $76.7M Reduce -0.7%
GOOGL Alphabet Inc. Class A 5.85% 186,747 $66.7M Add +0.8%
PANW Palo Alto Networks Inc. 4.14% 138,524 $47.2M Add +0.1%
NVDA Nvidia Corp. 3.32% 189,291 $37.9M Reduce -0.4%
ET Energy Transfer LP 2.53% 1,510,980 $28.9M Add +1.7%
CACI Caci International Inc. Class A 2.42% 59,728 $27.7M Add +83.8%
TSLA Tesla Inc. 2.21% 60,012 $25.2M Add +157.7%
MSFT Microsoft Corp. 2.09% 64,082 $23.9M Add +1102.5%
XOVR Ershares Private-Public Cros 2.06% 1,115,325 $23.5M New
SPCX Space Exploration Techn Class A 1.96% 130,673 $22.3M New
META Meta Platforms Inc. Class A 1.73% 35,057 $19.7M Add +1.3%
EPD Enterprise Products Partners 1.71% 530,308 $19.5M Add +0.2%
NDAQ Nasdaq Inc. 1.68% 242,816 $19.1M New
WMB Williams Cos Inc. 1.64% 251,908 $18.7M No change
AMZN Amazon.com Inc. 1.59% 75,943 $18.1M Add +0.8%
UNP Union Pacific Corp. 1.30% 54,350 $14.8M No change
MPLX MPLX LP 1.29% 260,486 $14.7M Add +1.1%
ABBV Abbvie Inc. 1.23% 55,904 $14.1M No change
TMO Thermo Fisher Scientific Inc. 1.22% 27,861 $14.0M Reduce -0.1%
NFLX Netflix Inc. 1.10% 175,962 $12.6M Reduce -1.2%
GOOG Alphabet Inc. Class C 0.93% 30,133 $10.6M No change
NOC Northrop Grumman Corp. 0.93% 20,820 $10.6M Add +2.0%
LMT Lockheed Martin Corp. 0.87% 19,491 $9.9M Add +1.8%
RRX Regal Rexnord Corp. 0.85% 40,639 $9.7M Add +0.2%
BX Blackstone Inc. 0.80% 78,047 $9.2M No change
BLK BlackRock Inc. 0.74% 8,743 $8.4M Add +0.3%
XOM Exxonmobil Holdings Corp. 0.33% 27,815 $3.8M No change
PH Parker Hannifin Corp. 0.32% 3,727 $3.6M No change
CNI Canadian Natl Railway Co. 0.30% 28,493 $3.4M Reduce -10.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 4,326 $3.2M Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.27% 4,259 $3.1M Reduce -27.1%
CVX Chevron Corp. 0.24% 16,237 $2.7M Reduce -0.3%
DVY iShares Select Dividend ETF 0.19% 13,975 $2.2M No change
MU Micron Technology Inc. 0.14% 1,400 $1.6M New
GPCR Structure Therapeutics Inc. 0.14% 29,760 $1.6M Reduce -13.5%
EW Edwards Lifesciences Corp. 0.10% 13,200 $1.2M No change
OMC Omnicom Group 0.10% 16,000 $1.2M No change
INTU Intuit Inc. 0.10% 4,300 $1.1M No change
COLTX Columbia TTL RTRN Muni-A 0.09% 83,477 $990K Add +1.0%
KO The Coca-Cola Co. 0.08% 10,811 $879K No change
GS Goldman Sachs Group Inc. 0.08% 860 $870K No change
JNJ Johnson & Johnson 0.07% 3,301 $838K No change
XLK SS Technology Select Sector 0.06% 3,626 $691K No change
MLPX Global X MLP & Energy Infras 0.06% 9,185 $677K Add +8.1%
BRK.B Berkshire Hathaway Inc. Class B 0.06% 1,316 $659K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.06% 10,556 $649K Add +40.0%
GBTC Grayscale Bitcoin Trust ETF 0.06% 13,998 $637K No change
ETHE Grayscale Ethereum Staking E 0.05% 45,611 $582K No change
JEPI JPMorgan Equity Premium Inco 0.04% 9,092 $514K Add +28.5%
AVGO Broadcom Inc. 0.04% 1,267 $479K Reduce -21.7%
FBNDX Fidelity Invest GRD BND 0.04% 58,984 $426K Reduce -1.4%
GLD SPDR Gold Shares 0.04% 1,143 $421K No change
FCNCA First Citizens Bcshs Class A 0.04% 197 $410K No change
ANWPX Amer FNDS New Perspect-A filed as AMERICAN FUNDS NEW PERSPECTIVE A 0.03% 5,028 $380K No change
VOO Vanguard S&P 500 ETF 0.03% 535 $367K No change
ETHA iShares Ethereum Trust ETF 0.03% 30,135 $358K No change
JPM JPMorgan Chase & Co. 0.03% 1,007 $330K No change
AEP American Electric Power 0.03% 2,241 $307K No change
SO The Southern Co. 0.03% 3,200 $306K No change
REPL Replimune Group Inc. 0.03% 27,066 $300K New
MANE Veradermics Inc. 0.03% 2,435 $299K New
ONC Beone Medicines Ltd.-ADR 0.02% 999 $285K No change
VGT Vanguard Info Tech ETF 0.02% 2,180 $261K New
CIFR Cipher Digital Inc. 0.02% 10,000 $245K No change
QBTS D-Wave Quantum Inc. 0.02% 10,002 $240K New
IBRX Immunitybio Inc. 0.02% 26,978 $236K No change
AXOVANT SCIENCES LTD 0.02% 419 $235K New
BTQ BTQ Technologies Corp. 0.02% 41,493 $224K No change
REGN Regeneron Pharmaceuticals 0.02% 350 $218K No change
CEREBRAS SYSTEMS INC. 0.02% 979 $216K New
AVEX Aevex Corp. Class A 0.02% 9,940 $208K New
PONPX PIMCO Income Fund-I2 0.02% 16,595 $180K No change
LADR Ladder Capital Corp.-REIT 0.02% 18,098 $180K No change
SWVXX Schwa Prime Adv Money FD-Inv filed as SCHWAB PRIME ADVANTAGE MONEY INVESTOR 0.00% 28,641 $29K Add +0.6%
RSTK URBANFETCH COM INC OC PFD 0.00% 18,750 $0 No change

Portfolio Sells Q1 2026 → Q2 2026
NEE Nextera Energy Inc. Sold out 0.00% −1.70
AAPL Apple Inc. Reduce -0.7% 6.72% −1.04
NFLX Netflix Inc. Reduce -1.2% 1.10% −0.86
NVDA Nvidia Corp. Reduce -0.4% 3.32% −0.48
TMO Thermo Fisher Scientific Inc. Reduce -0.1% 1.22% −0.35
PTCT PTC Therapeutics Inc. Sold out 0.00% −0.30
CVX Chevron Corp. Reduce -0.3% 0.24% −0.15
QQQ Invesco QQQ Trust Series 1 Reduce -27.1% 0.27% −0.11
IMNM Immunome Inc. Sold out 0.00% −0.09
CP Canadian Pacific Kansas City Sold out 0.00% −0.08
CNI Canadian Natl Railway Co. Reduce -10.6% 0.30% −0.08
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.05
GPCR Structure Therapeutics Inc. Reduce -13.5% 0.14% −0.05
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.03
AMD Advanced Micro Devices Sold out 0.00% −0.03
TEM Tempus AI Inc. Class A Sold out 0.00% −0.02
AVGO Broadcom Inc. Reduce -21.7% 0.04% −0.02
FBNDX Fidelity Invest GRD BND Reduce -1.4% 0.04% −0.01

Portfolio Buys Q1 2026 → Q2 2026
XOVR Ershares Private-Public Cros New 2.06% +2.06
SPCX Space Exploration Techn Class A New 1.96% +1.96
MSFT Microsoft Corp. Add +1102.5% 2.09% +1.87
NDAQ Nasdaq Inc. New 1.68% +1.68
PANW Palo Alto Networks Inc. Add +0.1% 4.14% +1.59
TSLA Tesla Inc. Add +157.7% 2.21% +1.22
LLY Eli Lilly & Co. Add +1.4% 43.24% +0.43
CACI Caci International Inc. Class A Add +83.8% 2.42% +0.40
MU Micron Technology Inc. New 0.14% +0.14
REPL Replimune Group Inc. New 0.03% +0.03
MANE Veradermics Inc. New 0.03% +0.03
VGT Vanguard Info Tech ETF New 0.02% +0.02
QBTS D-Wave Quantum Inc. New 0.02% +0.02
AXOVANT SCIENCES LTD New 0.02% +0.02
CEREBRAS SYSTEMS INC. New 0.02% +0.02
AVEX Aevex Corp. Class A New 0.02% +0.02
JEPQ JPM Nasdaq Equity Premium Add +40.0% 0.06% +0.01
SWVXX Schwa Prime Adv Money FD-Inv Add +0.6% 0.00% −0.00
JEPI JPMorgan Equity Premium Inco Add +28.5% 0.04% −0.00
MLPX Global X MLP & Energy Infras Add +8.1% 0.06% −0.01
RRX Regal Rexnord Corp. Add +0.2% 0.85% −0.02
COLTX Columbia TTL RTRN Muni-A Add +1.0% 0.09% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.28% −0.04
AMZN Amazon.com Inc. Add +0.8% 1.59% −0.21
BLK BlackRock Inc. Add +0.3% 0.74% −0.23
GOOGL Alphabet Inc. Class A Add +0.8% 5.85% −0.26
MPLX MPLX LP Add +1.1% 1.29% −0.40
LMT Lockheed Martin Corp. Add +1.8% 0.87% −0.46
META Meta Platforms Inc. Class A Add +1.3% 1.73% −0.54
EPD Enterprise Products Partners Add +0.2% 1.71% −0.59
NOC Northrop Grumman Corp. Add +2.0% 0.93% −0.67
ET Energy Transfer LP Add +1.7% 2.53% −0.76

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 76$1.1BLLY, AAPL, GOOGL, PANW, NVDA
Q1 2026 73$872.0MLLY, AAPL, GOOGL, NVDA, ET
Q4 2025 76$979.4MLLY, AAPL, GOOGL, NVDA, PANW
Q3 2025 81$898.6MLLY, AAPL, GOOGL, NFLX, PANW
Q2 2025 82$820.9MLLY, AAPL, NFLX, GOOGL, PANW
Q1 2025 76$836.2MLLY, AAPL, GOOGL, PANW, NFLX
Q4 2024 75$840.0MLLY, AAPL, GOOGL, PANW, NFLX
Q3 2024 78$913.2MLLY, AAPL, GOOGL, PANW, UNH
Q2 2024 82$897.9MLLY, AAPL, GOOGL, PANW, UNH
Q1 2024 86$802.7MLLY, AAPL, GOOGL, PANW, UNH