Private Capital Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Darien, CT
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$872,034
Net value change ($000)
-107,384 (-11.0%)
New positions
8
Sold out positions
11
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ET 14,893 108.1%
WMB 3,250 21.5%
EPD 3,084 18.2%
LMT 2,290 24.7%
NOC 2,276 19.5%
RRX 1,697 28.8%
NEE 1,567 11.8%
XOM 1,372 41.0%
GPCR 1,147 224.5%
MPLX 1,007 7.3%
Top Reduces (Value $000, Stocks/ETFs)
LLY -86,044 -18.7%
DHR -10,957 -100.0%
WM -8,680 -100.0%
UNH -8,253 -100.0%
GOOGL -4,806 -8.3%
AAPL -4,494 -6.2%
META -3,398 -14.7%
BX -3,270 -26.7%
PANW -3,216 -12.7%
TMO -2,369 -14.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type