Private Capital Advisors, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Private Capital Advisors, Inc. reported 73 stock positions worth $872.0 million. Its top holding was Eli Lilly (LLY) at 42.8% of the portfolio, followed by Apple (AAPL, 7.8%) and Alphabet Class A (GOOGL, 6.1%). Compared with Q4 2025, it opened 8 new positions, sold out of 11, added to 24 and reduced 15. The biggest buy was Energy Transfer (ET, shares +78%) and the biggest sale Eli Lilly (LLY, shares −5%).

Most Recent 13F
Q2 2026
Location
DARIEN, CT
CIK
0001350780
Portfolio Value
$872.0M (Q1 2026)
SEC Filing
0001350780-26-000002 ↗ filed May 12, 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 $872.0M Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 73 stocks · $872.0M
LLY Eli Lilly & Co. 42.82% 405,955 $373.4M Reduce -5.0%
AAPL Apple Inc. 7.76% 266,769 $67.7M Add +0.5%
GOOGL Alphabet Inc. Class A 6.11% 185,173 $53.2M Reduce -0.2%
NVDA Nvidia Corp. 3.80% 190,112 $33.2M Add +6.9%
ET Energy Transfer LP 3.29% 1,485,158 $28.7M Add +77.8%
PANW Palo Alto Networks Inc. 2.55% 138,449 $22.2M Add +0.4%
EPD Enterprise Products Partners 2.30% 529,184 $20.0M Add +0.1%
META Meta Platforms Inc. Class A 2.27% 34,600 $19.8M Reduce -1.5%
WMB Williams Cos Inc. 2.10% 251,908 $18.3M Add +0.4%
CACI Caci International Inc. Class A 2.03% 32,505 $17.7M Reduce -0.2%
NFLX Netflix Inc. 1.96% 178,037 $17.1M Add +0.5%
AMZN Amazon.com Inc. 1.80% 75,367 $15.7M Add +1.0%
NEE Nextera Energy Inc. 1.70% 159,882 $14.8M Reduce -3.4%
MPLX MPLX LP 1.69% 257,752 $14.7M Add +0.4%
NOC Northrop Grumman Corp. 1.60% 20,402 $13.9M Reduce -0.1%
TMO Thermo Fisher Scientific Inc. 1.57% 27,904 $13.7M Add +0.5%
UNP Union Pacific Corp. 1.51% 54,350 $13.2M Add +0.0%
ABBV Abbvie Inc. 1.39% 55,904 $12.2M No change
LMT Lockheed Martin Corp. 1.33% 19,156 $11.6M Reduce -0.2%
BX Blackstone Inc. 1.03% 78,047 $9.0M Reduce -1.8%
TSLA Tesla Inc. 0.99% 23,285 $8.7M Add +9.2%
GOOG Alphabet Inc. Class C 0.99% 30,133 $8.6M No change
BLK BlackRock Inc. 0.96% 8,720 $8.4M Reduce -5.5%
RRX Regal Rexnord Corp. 0.87% 40,549 $7.6M Reduce -3.5%
XOM Exxon Mobil Corp. 0.54% 27,815 $4.7M No change
QQQ Invesco QQQ Trust Series 1 0.39% 5,840 $3.4M Add +0.9%
CVX Chevron Corp. 0.39% 16,285 $3.4M No change
PH Parker Hannifin Corp. 0.38% 3,727 $3.3M No change
CNI Canadian Natl Railway Co. 0.38% 31,878 $3.3M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 4,322 $2.8M Reduce -25.2%
PTCT PTC Therapeutics Inc. 0.30% 38,983 $2.7M Add +33.9%
DVY iShares Select Dividend ETF 0.24% 13,975 $2.1M No change
MSFT Microsoft Corp. 0.23% 5,329 $2.0M Add +22.5%
INTU Intuit Inc. 0.21% 4,300 $1.9M No change
GPCR Structure Therapeutics Inc. 0.19% 34,389 $1.7M Add +368.0%
OMC Omnicom Group 0.14% 16,000 $1.2M No change
EW Edwards Lifesciences Corp. 0.12% 13,200 $1.1M No change
COLTX Columbia TTL RTRN Muni-A 0.11% 82,639 $959K Add +0.9%
KO The Coca-Cola Co. 0.09% 10,811 $822K No change
JNJ Johnson & Johnson 0.09% 3,301 $807K No change
ETHE Grayscale Ethereum Staking E 0.09% 45,611 $779K Add +101.7%
IMNM Immunome Inc. 0.09% 34,082 $745K Add +44.8%
GBTC Grayscale Bitcoin Trust ETF 0.08% 13,998 $739K New
GS Goldman Sachs Group Inc. 0.08% 860 $728K No change
CP Canadian Pacific Kansas City 0.08% 9,000 $708K No change
BRK.B Berkshire Hathaway Inc. Class B 0.07% 1,316 $631K No change
MLPX Global X MLP & Energy Infras 0.07% 8,500 $628K No change
AVGO Broadcom Inc. 0.06% 1,618 $501K New
GLD SPDR Gold Shares 0.06% 1,143 $492K Add +75.0%
XLK SS Technology Select Sector 0.06% 3,626 $482K No change
ETHA iShares Ethereum Trust ETF 0.05% 30,135 $477K No change
CRWD CrowdStrike Holdings Inc. Class A 0.05% 1,142 $446K New
FBNDX Fidelity Invest GRD BND 0.05% 59,824 $433K Reduce -10.5%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.05% 7,542 $419K Add +42.0%
JEPI JPMorgan Equity Premium Inco 0.05% 7,075 $401K Add +46.7%
FCNCA First Citizens Bcshs Class A 0.04% 197 $371K No change
ANWPX Amer FNDS New Perspect-A filed as AMERICAN FUNDS NEW PERSPECTIVE A 0.04% 5,028 $336K Reduce -0.0%
VOO Vanguard S&P 500 ETF 0.04% 535 $320K No change
SO The Southern Co. 0.04% 3,200 $309K No change
ONC Beone Medicines Ltd.-ADR 0.03% 999 $297K New
JPM JPMorgan Chase & Co. 0.03% 1,007 $296K Reduce -30.9%
HOOD Robinhood Markets Inc. Class A 0.03% 4,251 $295K New
AEP American Electric Power 0.03% 2,241 $294K No change
REGN Regeneron Pharmaceuticals 0.03% 350 $270K No change
AMD Advanced Micro Devices 0.03% 1,126 $229K New
TEM Tempus AI Inc. Class A 0.02% 4,764 $215K New
IBRX Immunitybio Inc. 0.02% 26,978 $207K New
PONPX PIMCO Income Fund-I2 0.02% 16,595 $179K No change
LADR Ladder Capital Corp.-REIT 0.02% 18,098 $177K No change
CIFR Cipher Digital Inc. 0.01% 10,000 $129K No change
BTQ BTQ Technologies Corp. 0.01% 41,493 $111K Add +0.9%
SWVXX Schwa Prime Adv Money FD-Inv filed as SCHWAB PRIME ADVANTAGE MONEY INVESTOR 0.00% 28,471 $28K Add +1.2%
RSTK URBANFETCH COM INC OC PFD 0.00% 18,750 $0 No change

Portfolio Sells Q4 2025 → Q1 2026
LLY Eli Lilly & Co. Reduce -5.0% 42.82% −4.09
DHR Danaher Corp. Sold out 0.00% −1.12
WM Waste Management Inc. Sold out 0.00% −0.89
UNH Unitedhealth Group Inc. Sold out 0.00% −0.84
BX Blackstone Inc. Reduce -1.8% 1.03% −0.22
META Meta Platforms Inc. Class A Reduce -1.5% 2.27% −0.10
SPY SS SPDR S&P 500 ETF Trust-US Reduce -25.2% 0.32% −0.08
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.05
EXI iShares Global Industrials E Sold out 0.00% −0.05
RLAY Relay Therapeutics Inc. Sold out 0.00% −0.05
MDNLX BlackRock NTL Muni-A Sold out 0.00% −0.05
VWLUX Vanguard L/T Tax Exmpt-Adm Sold out 0.00% −0.05
BLK BlackRock Inc. Reduce -5.5% 0.96% −0.05
ORCL Oracle Corp. Sold out 0.00% −0.02
MS Morgan Stanley Sold out 0.00% −0.02
MMHAX Nylim Mackay H/Y Muni-A Sold out 0.00% −0.02
JPM JPMorgan Chase & Co. Reduce -30.9% 0.03% −0.01
FBNDX Fidelity Invest GRD BND Reduce -10.5% 0.05% −0.00
ANWPX Amer FNDS New Perspect-A Reduce -0.0% 0.04% +0.00
CNI Canadian Natl Railway Co. Reduce -0.6% 0.38% +0.05
GOOGL Alphabet Inc. Class A Reduce -0.2% 6.11% +0.18
CACI Caci International Inc. Class A Reduce -0.2% 2.03% +0.26
RRX Regal Rexnord Corp. Reduce -3.5% 0.87% +0.27
NEE Nextera Energy Inc. Reduce -3.4% 1.70% +0.35
LMT Lockheed Martin Corp. Reduce -0.2% 1.33% +0.38
NOC Northrop Grumman Corp. Reduce -0.1% 1.60% +0.41

Portfolio Buys Q4 2025 → Q1 2026
ET Energy Transfer LP Add +77.8% 3.29% +1.88
EPD Enterprise Products Partners Add +0.1% 2.30% +0.57
WMB Williams Cos Inc. Add +0.4% 2.10% +0.56
NVDA Nvidia Corp. Add +6.9% 3.80% +0.42
AAPL Apple Inc. Add +0.5% 7.76% +0.39
MPLX MPLX LP Add +0.4% 1.69% +0.29
NFLX Netflix Inc. Add +0.5% 1.96% +0.27
UNP Union Pacific Corp. Add +0.0% 1.51% +0.23
GPCR Structure Therapeutics Inc. Add +368.0% 0.19% +0.14
GBTC Grayscale Bitcoin Trust ETF New 0.08% +0.08
PTCT PTC Therapeutics Inc. Add +33.9% 0.30% +0.08
AVGO Broadcom Inc. New 0.06% +0.06
CRWD CrowdStrike Holdings Inc. Class A New 0.05% +0.05
AMZN Amazon.com Inc. Add +1.0% 1.80% +0.04
ONC Beone Medicines Ltd.-ADR New 0.03% +0.03
IMNM Immunome Inc. Add +44.8% 0.09% +0.03
HOOD Robinhood Markets Inc. Class A New 0.03% +0.03
ETHE Grayscale Ethereum Staking E Add +101.7% 0.09% +0.03
GLD SPDR Gold Shares Add +75.0% 0.06% +0.03
AMD Advanced Micro Devices New 0.03% +0.03
TEM Tempus AI Inc. Class A New 0.02% +0.02
IBRX Immunitybio Inc. New 0.02% +0.02
QQQ Invesco QQQ Trust Series 1 Add +0.9% 0.39% +0.02
JEPI JPMorgan Equity Premium Inco Add +46.7% 0.05% +0.02
JEPQ JPM Nasdaq Equity Premium Add +42.0% 0.05% +0.02
TSLA Tesla Inc. Add +9.2% 0.99% +0.01
COLTX Columbia TTL RTRN Muni-A Add +0.9% 0.11% +0.01
MSFT Microsoft Corp. Add +22.5% 0.23% +0.01
SWVXX Schwa Prime Adv Money FD-Inv Add +1.2% 0.00% +0.00
BTQ BTQ Technologies Corp. Add +0.9% 0.01% −0.01
PANW Palo Alto Networks Inc. Add +0.4% 2.55% −0.05
TMO Thermo Fisher Scientific Inc. Add +0.5% 1.57% −0.07

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