Private Capital Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Darien, CT
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$1,141,145
Net value change ($000)
+269,111 (30.9%)
New positions
12
Sold out positions
9
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LLY 120,090 32.2%
PANW 25,043 112.8%
XOVR 23,478 NEW
SPACE EX TECH SPACEX CLASS A 22,327 NEW
MSFT 21,931 1111.6%
NDAQ 19,139 NEW
TSLA 16,585 191.6%
GOOGL 13,490 25.3%
CACI 9,992 56.5%
AAPL 8,984 13.3%
Top Reduces (Value $000, Stocks/ETFs)
NEE -14,850 -100.0%
XOM -4,719 -100.0%
NFLX -4,554 -26.6%
NOC -3,315 -23.8%
PTCT -2,656 -100.0%
LMT -1,648 -14.2%
IMNM -745 -100.0%
INTU -737 -39.6%
CP -708 -100.0%
CVX -678 -20.1%
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