MondegarAI
Private Capital Advisors, Inc.

Q2 2025 · 13F-HR

Private Capital Advisors, Inc.holdings as filed

Filed 2025-07-30 · accession 0001350780-25-000003

$820.9M
Reported value
82
Positions
2025-06-30
Period end
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The Brief · Private Capital Advisors, Inc. · Q2 2025

AI · grounded in 13F

Private Capital Advisors, Inc. established a new position in LLY valued at $337.8M. The fund also initiated new stakes in AAPL for $56.5M and NFLX for $36.6M. Additional new positions include Alphabet Inc Class A for $34.9M and PANW for $31.2M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
532457108LLYLILLY ELI & CO COM$337.8M41.1%433,322CommonSOLE
037833100AAPLAPPLE INC$56.5M6.88%275,286CommonSOLE
64110L106NFLXNETFLIX INC COM$36.6M4.45%27,294CommonSOLE
02079k305ALPHABET INC CLASS A$34.9M4.25%198,010CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$31.2M3.80%152,398CommonSOLE
67066g104NVIDIA CORP$23.7M2.89%149,966CommonSOLE
30303m102META PLATFORMS INC CLASS A$23.3M2.84%31,531CommonSOLE
127190304CACICACI INTL INC CLASS A$19.6M2.38%41,033CommonSOLE
023135106AMZNAMAZON.COM INC$18.5M2.25%84,269CommonSOLE
293792107EPDENTERPRISE PRODS PART LP$16.5M2.01%530,948CommonSOLE
969457100WMBWILLIAMS COS INC$15.8M1.93%251,783CommonSOLE
29273V100ETENERGY TRANSFER L P COM UNIT L$15.4M1.88%850,047CommonSOLE
09260D107BXBLACKSTONE INC COM$14.4M1.75%96,261CommonSOLE
907818108UNPUNION PAC CORP$13.8M1.68%60,100CommonSOLE
55336V100MPLXMPLX LP$13.2M1.61%256,309CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP DEL COM$12.0M1.46%118,561CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$12.0M1.46%29,514CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$11.8M1.43%37,685CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$11.6M1.41%23,135CommonSOLE
235851102DHRDANAHER CORP$11.0M1.34%55,749CommonSOLE
00287Y109ABBVABBVIE INC COM$10.5M1.27%56,353CommonSOLE
09290d101BLACKROCK INC NEW$10.2M1.24%9,703CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$9.3M1.13%19,983CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$5.3M0.65%30,133CommonSOLE
461202103INTUINTUIT COM$4.8M0.59%6,150CommonSOLE
136375102CNICANADIAN NATL RAILWAY CO$4.5M0.55%43,074CommonSOLE
94106l109WASTE MGMT INC DEL$4.2M0.51%18,438CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$3.0M0.37%27,815CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$2.6M0.32%4,223CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$2.6M0.32%3,727CommonSOLE
166764100CVXCHEVRON CORP NEW COM$2.3M0.28%16,182CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$2.3M0.28%4,190CommonSOLE
594918104MSFTMICROSOFT CORP COM$2.1M0.26%4,261CommonSOLE
337738108FISVFISERV INC COM$2.1M0.26%12,250CommonSOLE
464287168DVYISHARES TR SELECT DIVID ETF FD$1.9M0.23%13,975CommonSOLE
45257U108IMNMIMMUNOME INC COM$1.8M0.22%189,844CommonSOLE
75943R102RLAYRELAY THERAPEUTICS INC COM$1.5M0.19%441,739CommonSOLE
191216100KOCOCA COLA CO COM$1.3M0.16%18,000CommonSOLE
46438F101IBITISHARES BITCOIN TR ETF SHS BEN$1.2M0.14%19,041CommonSOLE
681919106OMCOMNICOM GROUP INC COM$1.2M0.14%16,000CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP COM$1.0M0.13%13,200CommonSOLE
88160r101TESLA INC$991,0990.12%3,120CommonSOLE
882508104TXNTEXAS INSTRS INC COM$721,4790.09%3,475CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$713,4300.09%9,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$695,1370.08%1,431CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$608,6650.07%860CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$596,7940.07%3,907CommonSOLE
37954Y293MLPXGLOBAL X FDS MLP & ENERGY INFR$532,6100.06%8,500CommonSOLE
29280W109NRGVENERGY VAULT HLDGS INC COM$492,6280.06%687,260CommonSOLE
316146109FBNDXFIDELITY INVESTMENT GRADE BOND$484,4300.06%66,818CommonSOLE
09253C603MDNLXBLACKROCK NATIONAL MUNICIPAL F$476,0360.06%48,526CommonSOLE
464287150ITOTISHARES TR CORE S&P TOTAL U S$473,3150.06%3,505CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TR ETF SHS$471,6650.06%22,611CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$463,8560.06%1,600CommonSOLE
538034109LYVLIVE NATION ENTMT INC COM$463,6730.06%3,065CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR TECHNOLO$459,1060.06%1,813CommonSOLE
922907860VWLUXVANGUARD LONG-TERM TAX-EXEMPT$458,8340.06%43,698CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE-TRADED FD$428,9980.05%7,886CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC CL$385,4250.05%197CommonSOLE
69608a108PALANTIR TECHNOLOGIES INC CL-A$384,4220.05%2,820CommonSOLE
852234103XYZBLOCK INC A CLASS A$380,4080.05%5,600CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE-TRADED FD$362,9870.04%6,385CommonSOLE
648018109ANWPXAMERICAN NEW PERSPECTIVE FUND$357,4280.04%5,122CommonSOLE
78463V107GLDSPDR GOLD SHARES$351,1640.04%1,152CommonSOLE
126650100CVSCVS HEALTH CORP COM$344,9000.04%5,000CommonSOLE
11135F101AVGOBROADCOM INC COM$337,1200.04%1,223CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INC$323,4000.04%616CommonSOLE
922908363VOOVANGUARD INDEX FDS S&P 500 ETF$303,8960.04%535CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS C$294,7800.04%1,000CommonSOLE
842587107SOSOUTHERN CO COM$293,8560.04%3,200CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CLASS$272,8210.03%2,620CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP COM$268,2030.03%2,497CommonSOLE
70202L102PSNPARSONS CORP DEL COM$256,2910.03%3,571CommonSOLE
983134107WYNNWYNN RESORTS LTD$251,7850.03%2,688CommonSOLE
H2927K103AMRZAMRIZE LTD SHS$232,8780.03%4,668CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC COM$232,4220.03%2,240CommonSOLE
617446448MSMORGAN STANLEY COM NEW$211,2900.03%1,500CommonSOLE
505743104LADRLADDER CAP CORP CL A$194,5530.02%18,098CommonSOLE
72201M719PONPXPIMCO INCOME FUND CLASS I2$178,7280.02%16,595CommonSOLE
56063U547MMHAXNYLI MACKAY HIGH-YIELD MUNICIP$149,7520.02%13,148CommonSOLE
808515605SWVXXSCHWAB PRIME ADVANTAGE M ONEY$27,5660.00%27,566CommonSOLE
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.