MondegarAI
Private Capital Advisors, Inc.

Q1 2025 · 13F-HR

Private Capital Advisors, Inc.holdings as filed

Filed 2025-05-02 · accession 0001350780-25-000002

$836.2M
Reported value
76
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
532457108LLYLILLY ELI & CO COM$358.3M42.8%433,780CommonSOLE
037833100AAPLAPPLE INC$61.1M7.31%275,211CommonSOLE
02079K305GOOGLALPHABET INC CL A$30.8M3.68%199,242CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$26.0M3.11%152,366CommonSOLE
64110L106NFLXNETFLIX INC COM$25.3M3.02%27,089CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$19.4M2.32%37,077CommonSOLE
30303m102META PLATFORMS INC CLASS A$18.8M2.25%32,588CommonSOLE
293792107EPDENTERPRISE PRODS PART LP$18.0M2.15%526,878CommonSOLE
67066g104NVIDIA CORP$16.6M1.98%153,032CommonSOLE
29273V100ETENERGY TRANSFER L P COM UNIT L$15.6M1.87%841,602CommonSOLE
127190304CACICACI INTL INC CLASS A$15.5M1.85%42,225CommonSOLE
032095101APHAMPHENOL CORP NEW CLASS A$15.5M1.85%235,649CommonSOLE
969457100WMBWILLIAMS COS INC$14.9M1.78%249,376CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$14.9M1.78%29,945CommonSOLE
023135106AMZNAMAZON.COM INC$14.1M1.69%74,345CommonSOLE
g1151c101ACCENTURE PLC IRELAND F CLASS$14.0M1.67%44,810CommonSOLE
907818108UNPUNION PAC CORP$14.0M1.67%59,090CommonSOLE
55336V100MPLXMPLX LP COM UNIT REPSTG LP$13.8M1.65%257,559CommonSOLE
40131m109GUARDANT HEALTH INC$13.8M1.64%322,818CommonSOLE
09260D107BXBLACKSTONE INC COM$13.5M1.61%96,261CommonSOLE
00287Y109ABBVABBVIE INC COM$11.8M1.41%56,353CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$11.8M1.41%23,037CommonSOLE
235851102DHRDANAHER CORP$11.6M1.38%56,353CommonSOLE
09290d101BLACKROCK INC NEW$9.2M1.10%9,737CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$8.9M1.06%19,883CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$4.7M0.56%30,133CommonSOLE
136375102CNICANADIAN NATL RY CO COM$4.3M0.51%43,794CommonSOLE
461202103INTUINTUIT COM$3.8M0.45%6,150CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$3.3M0.40%27,815CommonSOLE
166764100CVXCHEVRON CORP NEW COM$2.7M0.32%16,182CommonSOLE
337738108FISVFISERV INC COM$2.7M0.32%12,250CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$2.3M0.28%4,145CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$2.3M0.27%3,727CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$2.0M0.23%4,182CommonSOLE
464287168DVYISHARES TR SELECT DIVID ETF FD$1.9M0.22%13,975CommonSOLE
594918104MSFTMICROSOFT CORP COM$1.6M0.19%4,259CommonSOLE
681919106OMCOMNICOM GROUP INC COM$1.3M0.16%16,000CommonSOLE
191216100KOCOCA COLA CO COM$1.3M0.15%18,000CommonSOLE
46438F101IBITISHARES BITCOIN TR ETF SHS BEN$1.2M0.14%24,880CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP COM$956,7360.11%13,200CommonSOLE
88160R101TSLATESLA INC COM$782,1450.09%3,018CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$762,1220.09%1,431CommonSOLE
69608a108PALANTIR TECHNOLOGIES IN CLASS$664,7340.08%7,876CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$647,9370.08%3,907CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$631,8900.08%9,000CommonSOLE
882508104TXNTEXAS INSTRS INC COM$624,4570.07%3,475CommonSOLE
37954Y293MLPXGLOBAL X FDS MLP & ENERGY INFR$510,4800.06%8,000CommonSOLE
09253C603MDNLXBLACKROCK NATIONAL MUNICIPAL F$482,8300.06%48,526CommonSOLE
316146109FBNDXFIDELITY INVESTMENT GRADE BOND$482,4250.06%66,818CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$469,8090.06%860CommonSOLE
922907860VWLUXVANGUARD LONG-TERM TAX-EXEMPT$466,2620.06%43,698CommonSOLE
464287150ITOTISHARES TR CORE S&P TOTAL U S$427,6450.05%3,505CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$392,4800.05%1,600CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR TECHNOLO$373,7290.04%1,810CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC CL$365,2620.04%197CommonSOLE
29280W109NRGVENERGY VAULT HLDGS INC COM$338,8410.04%487,260CommonSOLE
126650100CVSCVS HEALTH CORP COM$338,7500.04%5,000CommonSOLE
852234103XYZBLOCK INC A CLASS A$314,5710.04%5,790CommonSOLE
648018109ANWPXAMERICAN NEW PERSPECTIVE FUND$311,9430.04%5,122CommonSOLE
842587107SOSOUTHERN CO COM$294,2400.04%3,200CommonSOLE
87422Q109TLNTALEN ENERGY CORP COM$287,7240.03%1,441CommonSOLE
922908363VOOVANGUARD INDEX FDS S&P 500 ETF$274,9420.03%535CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CLASS$274,0000.03%2,620CommonSOLE
75943R102RLAYRELAY THERAPEUTICS INC COM$262,0000.03%100,000CommonSOLE
45257U108IMNMIMMUNOME INC COM$259,1120.03%38,501CommonSOLE
74762E102QUREQUANTA SERVICES INC$257,9930.03%1,015CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP COM$251,8970.03%2,497CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS C$248,6600.03%1,000CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC COM$244,7650.03%2,240CommonSOLE
70202L102PSNPARSONS CORP DEL COM$211,4390.03%3,571CommonSOLE
505743104LADRLADDER CAP CORP CL A$206,4980.02%18,098CommonSOLE
72201M719PONPXPIMCO INCOME FUND CLASS I2$177,5660.02%16,595CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TR ETF SHS$161,9100.02%10,638CommonSOLE
56063U547MMHAXNYLI MACKAY HIGH-YIELD MUNICIP$153,4330.02%13,148CommonSOLE
808515605SWVXXSCHWAB PRIME ADVANTAGE M ONEY$52,2550.01%52,255CommonSOLE
91724C909RSTK URBANFETCH COM INC OC PFD$018,750CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.