Private Capital Advisors, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Private Capital Advisors, Inc. reported 76 stock positions worth $836.2 million. Its top holding was Eli Lilly (LLY) at 42.8% of the portfolio, followed by Apple (AAPL, 7.3%) and Alphabet Class A (GOOGL, 3.7%). Compared with Q4 2024, it opened 10 new positions, sold out of 9, added to 14 and reduced 18. The biggest buy was a new position in Accenture Class A (ACN) and the biggest sale an exit from Marsh & McLennan Cos (MRSH).

Most Recent 13F
Q2 2026
Location
DARIEN, CT
CIK
0001350780
Portfolio Value
$836.2M (Q1 2025)
SEC Filing
0001350780-25-000002 ↗ filed May 2, 2025

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 $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 Q2 2026

Holdings 76 stocks · $836.2M
LLY Eli Lilly & Co. 42.84% 433,780 $358.3M Reduce -0.0%
AAPL Apple Inc. 7.31% 275,211 $61.1M Reduce -0.1%
GOOGL Alphabet Inc. Class A 3.68% 199,242 $30.8M Add +3.2%
PANW Palo Alto Networks Inc. 3.11% 152,366 $26.0M Reduce -1.4%
NFLX Netflix Inc. 3.02% 27,089 $25.3M Reduce -3.1%
UNH Unitedhealth Group Inc. 2.32% 37,077 $19.4M Reduce -2.3%
META Meta Platforms Inc. Class A 2.25% 32,588 $18.8M Add +22.8%
EPD Enterprise Products Partners 2.15% 526,878 $18.0M Add +0.2%
NVDA Nvidia Corp. 1.98% 153,032 $16.6M Reduce -0.2%
ET Energy Transfer LP 1.87% 841,602 $15.6M Add +2.1%
CACI Caci International Inc. Class A 1.85% 42,225 $15.5M Add +1.8%
APH Amphenol Corp. Class A 1.85% 235,649 $15.5M Reduce -1.4%
WMB Williams Cos Inc. 1.78% 249,376 $14.9M Add +0.1%
TMO Thermo Fisher Scientific Inc. 1.78% 29,945 $14.9M Reduce -1.2%
AMZN Amazon.com Inc. 1.69% 74,345 $14.1M Add +8.0%
ACN Accenture PLC Class A 1.67% 44,810 $14.0M New
UNP Union Pacific Corp. 1.67% 59,090 $14.0M Reduce -1.8%
MPLX MPLX LP 1.65% 257,559 $13.8M Add +0.4%
GH Guardant Health Inc. 1.64% 322,818 $13.8M New
BX Blackstone Inc. 1.61% 96,261 $13.5M No change
ABBV Abbvie Inc. 1.41% 56,353 $11.8M No change
NOC Northrop Grumman Corp. 1.41% 23,037 $11.8M Reduce -0.6%
DHR Danaher Corp. 1.38% 56,353 $11.6M Reduce -2.9%
BLK BlackRock Inc. 1.10% 9,737 $9.2M Reduce -0.1%
LMT Lockheed Martin Corp. 1.06% 19,883 $8.9M Reduce -2.2%
GOOG Alphabet Inc. Class C 0.56% 30,133 $4.7M No change
CNI Canadian Natl Railway Co. 0.51% 43,794 $4.3M Reduce -1.6%
INTU Intuit Inc. 0.45% 6,150 $3.8M No change
XOM Exxon Mobil Corp. 0.40% 27,815 $3.3M Reduce -1.8%
CVX Chevron Corp. 0.32% 16,182 $2.7M No change
FISV Fiserv Inc. 0.32% 12,250 $2.7M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 4,145 $2.3M Add +43.0%
PH Parker Hannifin Corp. 0.27% 3,727 $2.3M No change
QQQ Invesco QQQ Trust Series 1 0.23% 4,182 $2.0M Add +45.9%
DVY iShares Select Dividend ETF 0.22% 13,975 $1.9M No change
MSFT Microsoft Corp. 0.19% 4,259 $1.6M Add +0.5%
OMC Omnicom Group 0.16% 16,000 $1.3M No change
KO The Coca-Cola Co. 0.15% 18,000 $1.3M No change
IBIT iShares Bitcoin Trust ETF 0.14% 24,880 $1.2M Add +42.6%
EW Edwards Lifesciences Corp. 0.11% 13,200 $957K No change
TSLA Tesla Inc. 0.09% 3,018 $782K Add +81.0%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 1,431 $762K No change
PLTR Palantir Technologies Inc. Class A 0.08% 7,876 $665K New
JNJ Johnson & Johnson 0.08% 3,907 $648K No change
CP Canadian Pacific Kansas City 0.08% 9,000 $632K No change
TXN Texas Instruments Inc. 0.07% 3,475 $624K No change
MLPX Global X MLP & Energy Infras 0.06% 8,000 $510K No change
MDNLX BlackRock NTL Muni-A 0.06% 48,526 $483K No change
FBNDX Fidelity Invest GRD BND 0.06% 66,818 $482K No change
GS Goldman Sachs Group Inc. 0.06% 860 $470K No change
VWLUX Vanguard L/T Tax Exmpt-Adm 0.06% 43,698 $466K No change
ITOT iShares Core S&P Total U.S. 0.05% 3,505 $428K No change
JPM JPMorgan Chase & Co. 0.05% 1,600 $392K No change
XLK SS Technology Select Sector 0.04% 1,810 $374K No change
FCNCA First Citizens Bcshs Class A 0.04% 197 $365K No change
NRGV Energy Vault Holdings Inc. 0.04% 487,260 $339K Add +766.1%
CVS CVS Health Corp. 0.04% 5,000 $339K No change
XYZ Block Inc. 0.04% 5,790 $315K Reduce -96.9%
ANWPX Amer FNDS New Perspect-A filed as AMERICAN FUNDS NEW PERSPECTIVE A 0.04% 5,122 $312K No change
SO The Southern Co. 0.04% 3,200 $294K No change
TLN Talen Energy Corp. 0.03% 1,441 $288K New
VOO Vanguard S&P 500 ETF 0.03% 535 $275K No change
BAH Booz Allen Hamilton Holdings 0.03% 2,620 $274K New
RLAY Relay Therapeutics Inc. 0.03% 100,000 $262K New
IMNM Immunome Inc. 0.03% 38,501 $259K New
PWR Quanta Services Inc. 0.03% 1,015 $258K New
BSX Boston Scientific Corp. 0.03% 2,497 $252K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 1,000 $249K No change
AEP American Electric Power 0.03% 2,240 $245K Reduce -4.1%
PSN Parsons Corp. 0.03% 3,571 $211K New
LADR Ladder Capital Corp.-REIT 0.02% 18,098 $206K No change
PONPX PIMCO Income Fund-I2 0.02% 16,595 $178K No change
ETHE Grayscale Ethereum Staking E 0.02% 10,638 $162K New
MMHAX Nylim Mackay H/Y Muni-A filed as NYLI MACKAY HIGH-YIELD MUNICIP 0.02% 13,148 $153K No change
SWVXX Schwa Prime Adv Money FD-Inv filed as SCHWAB VALUE ADVANTAGE MONEY INV 0.01% 52,255 $52K Reduce -76.7%
RSTK URBANFETCH COM INC OC PFD 0.00% 18,750 $0 No change

Portfolio Sells Q4 2024 → Q1 2025
MRSH Marsh & McLennan Cos Sold out 0.00% −2.09
XYZ Block Inc. Reduce -96.9% 0.04% −1.83
AAPL Apple Inc. Reduce -0.1% 7.31% −0.91
NVDA Nvidia Corp. Reduce -0.2% 1.98% −0.47
AMD Advanced Micro Devices Sold out 0.00% −0.26
PANW Palo Alto Networks Inc. Reduce -1.4% 3.11% −0.24
DHR Danaher Corp. Reduce -2.9% 1.38% −0.20
LHX L3HARRIS Technologies Inc. Sold out 0.00% −0.18
APH Amphenol Corp. Class A Reduce -1.4% 1.85% −0.13
LMT Lockheed Martin Corp. Reduce -2.2% 1.06% −0.11
TMO Thermo Fisher Scientific Inc. Reduce -1.2% 1.78% −0.10
BLK BlackRock Inc. Reduce -0.1% 1.10% −0.09
DIS The Walt Disney Co. Sold out 0.00% −0.04
WMFDX Allspring Muni BND-Adm Sold out 0.00% −0.03
AZO AutoZone Inc. Sold out 0.00% −0.03
MCD McDonald's Corp. Sold out 0.00% −0.03
ORLY O'reilly Automotive Inc. Sold out 0.00% −0.03
GLD SPDR Gold Shares Sold out 0.00% −0.03
CNI Canadian Natl Railway Co. Reduce -1.6% 0.51% −0.03
SWVXX Schwa Prime Adv Money FD-Inv Reduce -76.7% 0.01% −0.02
AEP American Electric Power Reduce -4.1% 0.03% +0.00
XOM Exxon Mobil Corp. Reduce -1.8% 0.40% +0.03
UNP Union Pacific Corp. Reduce -1.8% 1.67% +0.04
UNH Unitedhealth Group Inc. Reduce -2.3% 2.32% +0.04
NFLX Netflix Inc. Reduce -3.1% 3.02% +0.06
NOC Northrop Grumman Corp. Reduce -0.6% 1.41% +0.12
LLY Eli Lilly & Co. Reduce -0.0% 42.84% +2.97

Portfolio Buys Q4 2024 → Q1 2025
ACN Accenture PLC Class A New 1.67% +1.67
GH Guardant Health Inc. New 1.64% +1.64
META Meta Platforms Inc. Class A Add +22.8% 2.25% +0.40
EPD Enterprise Products Partners Add +0.2% 2.15% +0.19
MPLX MPLX LP Add +0.4% 1.65% +0.19
WMB Williams Cos Inc. Add +0.1% 1.78% +0.18
PLTR Palantir Technologies Inc. Class A New 0.08% +0.08
SPY SS SPDR S&P 500 ETF Trust-US Add +43.0% 0.28% +0.08
QQQ Invesco QQQ Trust Series 1 Add +45.9% 0.23% +0.06
TLN Talen Energy Corp. New 0.03% +0.03
BAH Booz Allen Hamilton Holdings New 0.03% +0.03
RLAY Relay Therapeutics Inc. New 0.03% +0.03
IMNM Immunome Inc. New 0.03% +0.03
PWR Quanta Services Inc. New 0.03% +0.03
IBIT iShares Bitcoin Trust ETF Add +42.6% 0.14% +0.03
NRGV Energy Vault Holdings Inc. Add +766.1% 0.04% +0.03
PSN Parsons Corp. New 0.03% +0.03
ETHE Grayscale Ethereum Staking E New 0.02% +0.02
TSLA Tesla Inc. Add +81.0% 0.09% +0.01
MSFT Microsoft Corp. Add +0.5% 0.19% −0.02
ET Energy Transfer LP Add +2.1% 1.87% −0.05
AMZN Amazon.com Inc. Add +8.0% 1.69% −0.11
CACI Caci International Inc. Class A Add +1.8% 1.85% −0.14
GOOGL Alphabet Inc. Class A Add +3.2% 3.68% −0.67

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