MondegarAI
Private Capital Advisors, Inc.

Q1 2026 · 13F-HR

Private Capital Advisors, Inc.holdings as filed

Filed 2026-05-12 · accession 0001350780-26-000002

$872.0M
Reported value
73
Positions
2026-03-31
Period end
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The Brief · Private Capital Advisors, Inc. · Q1 2026

AI · grounded in 13F

Private Capital Advisors, Inc. exited its position in DHR for a reduction of $10.96M. The fund also closed positions in WASTE MGMT INC DEL and UNH, totaling losses of $8.68M and $8.25M respectively. On the buy side, the fund established a new position in INVESCO QQQ TR worth $3.37M and increased its holdings in ET by 77.84%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
532457108LLYLILLY ELI & CO COM$373.4M42.8%405,955CommonSOLE
037833100AAPLAPPLE INC$67.7M7.76%266,769CommonSOLE
02079k305ALPHABET INC CLASS A$53.2M6.11%185,173CommonSOLE
67066g104NVIDIA CORP$33.2M3.80%190,112CommonSOLE
29273V100ETENERGY TRANSFER L P COM UNIT L$28.7M3.29%1,485,158CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$22.2M2.55%138,449CommonSOLE
293792107EPDENTERPRISE PRODS PART LP$20.0M2.30%529,184CommonSOLE
30303m102META PLATFORMS INC CLASS CLASS$19.8M2.27%34,600CommonSOLE
969457100WMBWILLIAMS COS INC$18.3M2.10%251,908CommonSOLE
127190304CACICACI INTL INC CLASS CLASS A$17.7M2.03%32,505CommonSOLE
64110l106NETFLIX INC$17.1M1.96%178,037CommonSOLE
023135106AMZNAMAZON.COM INC$15.7M1.80%75,367CommonSOLE
65339f101NEXTERA ENERGY INC$14.8M1.70%159,882CommonSOLE
55336V100MPLXMPLX LP$14.7M1.69%257,752CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$13.9M1.60%20,402CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$13.7M1.57%27,904CommonSOLE
907818108UNPUNION PAC CORP$13.2M1.51%54,350CommonSOLE
00287Y109ABBVABBVIE INC COM$12.2M1.39%55,904CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$11.6M1.33%19,156CommonSOLE
09260D107BXBLACKSTONE INC COM$9.0M1.03%78,047CommonSOLE
88160r101TESLA INC$8.7M0.99%23,285CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$8.6M0.99%30,133CommonSOLE
09290d101BLACKROCK INC NEW$8.4M0.96%8,720CommonSOLE
758750103RRXREGAL REXNORD CORP$7.6M0.87%40,549CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$4.7M0.54%27,815CommonSOLE
46090e103INVESCO QQQ TR$3.4M0.39%5,840CommonSOLE
166764100CVXCHEVRON CORP NEW COM$3.4M0.39%16,285CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$3.3M0.38%3,727CommonSOLE
136375102CNICANADIAN NATL RY CO COM ISIN#C$3.3M0.38%31,878CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF TR$2.8M0.32%4,322CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC COM$2.7M0.30%38,983CommonSOLE
464287168DVYISHARES TR SELECT DIVID ETF FD$2.1M0.24%13,975CommonSOLE
594918104MSFTMICROSOFT CORP$2.0M0.23%5,329CommonSOLE
461202103INTUINTUIT COM$1.9M0.21%4,300CommonSOLE
86366e106STRUCTURE THERAPEUTICS F UNSPO$1.7M0.19%34,389CommonSOLE
681919106OMCOMNICOM GROUP INC COM$1.2M0.14%16,000CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP COM$1.1M0.12%13,200CommonSOLE
19765L850COLTXCOLUMBIA TOTAL RETURN MUNICIPA$958,6120.11%82,639CommonSOLE
191216100KOCOCA COLA CO COM$822,1770.09%10,811CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$806,8960.09%3,301CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TR ETF SHS$778,5800.09%45,611CommonSOLE
45257U108IMNMIMMUNOME INC COM$745,3730.09%34,082CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TR ETF SHS$738,5340.08%13,998CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$727,5510.08%860CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$707,9400.08%9,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL$630,6270.07%1,316CommonSOLE
37954Y293MLPXGLOBAL X FDS MLP & ENERGY INFR$628,4900.07%8,500CommonSOLE
11135F101AVGOBROADCOM INC COM$500,7870.06%1,618CommonSOLE
78463V107GLDSPDR GOLD TR GOLD SHS$491,8210.06%1,143CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR STATE ST$481,8950.06%3,626CommonSOLE
46438R105ETHAISHARES ETHEREUM TR ETF SHS$477,0370.05%30,135CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$445,8480.05%1,142CommonSOLE
316146109FBNDXFIDELITY INVESTMENT GRADE BOND$433,1270.05%59,824CommonSOLE
46654q203JPMORGAN NASDAQ EQUITY PREMIUM$418,7320.05%7,542CommonSOLE
46641q332JPMORGAN EQUITY PREMIUM INCOME$401,0110.05%7,075CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC CL$371,2780.04%197CommonSOLE
648018109ANWPXAMERICAN NEW PERSPECTIVE FUND$336,2220.04%5,028CommonSOLE
922908363VOOVANGUARD INDEX FDS S&P 500 ETF$319,6890.04%535CommonSOLE
842587107SOSOUTHERN CO COM$308,8640.04%3,200CommonSOLE
07725L102ONCBEONE MEDICINES LTD ADR$296,6730.03%999CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$296,2190.03%1,007CommonSOLE
770700102HOODROBINHOOD MKTS INC COM CL A$294,5940.03%4,251CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC COM$293,7500.03%2,241CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INC$270,4240.03%350CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$229,0620.03%1,126CommonSOLE
88023b103TEMPUS AI INC CLASS A$215,4280.02%4,764CommonSOLE
45256X103IBRXIMMUNITYBIO INC COM$206,9210.02%26,978CommonSOLE
72201M719PONPXPIMCO INCOME FUND CLASS I2$178,8940.02%16,595CommonSOLE
505743104LADRLADDER CAP CORP CL A$176,8170.02%18,098CommonSOLE
17253J106CIFRCIPHER MNG INC COM$128,7000.01%10,000CommonSOLE
055869101BTQBTQ TECHNOLOGIES CORP$110,7860.01%41,493CommonSOLE
808515605SWVXXSCHWAB PRIME ADVANTAGE M ONEY$28,4710.00%28,471CommonSOLE
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.