$292 Million is the total value of Private Capital Advisors, Inc.'s 108 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SGMO | New | SANGAMO BIOSCIENCES INC | $14,710,000 | – | 1,059,000 | +100.0% | 5.04% | – |
| ARWR | New | ARROWHEAD RESEARCH CORP. | $4,091,000 | – | 377,017 | +100.0% | 1.40% | – |
| BIDU | New | BAIDU INCadr | $1,672,000 | – | 9,400 | +100.0% | 0.57% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL | $1,545,000 | – | 2,900 | +100.0% | 0.53% | – |
| ARIA | New | ARIAD PHARMACEUTICALS INC | $1,432,000 | – | 210,000 | +100.0% | 0.49% | – |
| SPY | New | SPDR S&P 500 | $849,000 | – | 4,595 | +100.0% | 0.29% | – |
| New | BIOINVENT INTERNATIONAL AB - S | $662,000 | – | 1,254,533 | +100.0% | 0.23% | – | |
| JPM | New | JP MORGAN CHASE | $208,000 | – | 3,558 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM STK | 42 | Q3 2023 | 10.2% |
| ENTERPRISE PRODUCTS PARTNERS L | 42 | Q3 2023 | 3.4% |
| DANAHER CORP COM | 42 | Q3 2023 | 4.1% |
| UNION PACIFIC CORP COM | 42 | Q3 2023 | 2.8% |
| PFIZER INC COM | 42 | Q3 2023 | 2.7% |
| LOCKHEED MARTIN CORP COM | 42 | Q3 2023 | 3.6% |
| ABBVIE INC COM | 42 | Q3 2023 | 3.2% |
| VCANADIAN NATIONAL RAILWAY CO | 42 | Q3 2023 | 1.8% |
| EXXON MOBIL CORP COM | 42 | Q3 2023 | 1.6% |
| CHEVRON CORP NEW COM | 42 | Q3 2023 | 1.2% |
View Private Capital Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-13 |
| 13F-HR/A | 2023-11-14 |
| 13F-HR/A | 2023-11-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-21 |
View Private Capital Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.