Private Capital Advisors, Inc.
SEC Form 13F institutional filer · CIK 0001350780
13F-HR · 44 reported holdings · 2026-03-31
Reported long-US-equity value
$0.78B
Top-10 concentration
81.3%
Private Capital Advisors, Inc. — $782M AUM allocation strategy
Private Capital Advisors, Inc. files SEC Form 13F and reports $782M of long US equity value across 44 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 51.1%, followed by Information Technology 15.7% and Communication Services 12.7%.
The top 10 holdings account for 81% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Private Capital Advisors, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$782M
total across 44 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
81% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +12.3K sh · +$124+$TSLA +1.95K sh · −$937K+$AAPL +1.2K sh · −$4.49M
Biggest trims (shares)
−$LLY −21.5K sh · −$86M−$NEE −5.57K sh · +$1.57M−$SPY −1.46K sh · −$1.13M
Exited to nil (held last quarter, gone now)
$DHR ($11M last qtr)$WM ($8.68M last qtr)$UNH ($8.25M last qtr)$PLTR ($520K last qtr)$ORCL ($238K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals47.7%—
- Interactive Media & Services10.4%—
- Technology Hardware, Storage & Peripherals8.6%—
- Semiconductors4.2%—
- Aerospace & Defense3.3%—
- Systems Software2.9%—
- Oil & Gas Storage & Transportation2.3%—
- Asset Management & Custody Banks2.2%—
- Other holdings18.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LLY | Eli Lilly and Company | 406K | $373M | -21.5K | 47.8% |
| $AAPL | Apple Inc | 267K | $67.7M | +1.2K | 8.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 185K | $53.2M | -303 | 6.8% |
| $NVDA | NVIDIA Corporation | 190K | $33.2M | +12.3K | 4.2% |
| $PANW | Palo Alto Networks Inc | 138K | $22.2M | +491 | 2.8% |
| $META | Meta Platforms Inc | 34.6K | $19.8M | -538 | 2.5% |
| $WMB | Williams Companies Inc | 252K | $18.3M | +960 | 2.3% |
| $NFLX | Netflix Inc | 178K | $17.1M | +857 | 2.2% |
| $AMZN | Amazon.com Inc | 75.4K | $15.7M | +739 | 2.0% |
| $NEE | NextEra Energy Inc | 160K | $14.8M | -5.57K | 1.9% |
…and 34 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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