Private Capital Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Darien, CT
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
81
Total value ($000)
$898,556
Net value change ($000)
+77,668 (9.5%)
New positions
10
Sold out positions
11
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 18,437 32.6%
IGV 17,978 NEW
NEE 17,027 NEW
WM 13,674 324.1%
GOOGL 11,228 32.2%
NVDA 5,066 21.4%
TSLA 2,973 300.0%
ABBV 2,588 24.7%
NOC 2,530 21.9%
ETHA 2,294 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCCO -11,995 -100.0%
LLY -6,923 -2.0%
NFLX -3,833 -10.5%
RLAY -1,248 -81.7%
FISV -1,177 -55.7%
AMZN -1,095 -5.9%
CNI -1,036 -23.1%
ET -840 -5.5%
INTU -644 -13.3%
KO -558 -43.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type