$408 Million is the total value of Private Capital Advisors, Inc.'s 82 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CELG | Exit | CELGENE CORP | $0 | – | -2,090 | -100.0% | -0.06% | – |
| TJX | Exit | TJX COS INC NEW COM | $0 | – | -4,800 | -100.0% | -0.07% | – |
| BYND | Exit | BEYOND MEAT INC COM | $0 | – | -3,250 | -100.0% | -0.13% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -2,560 | -100.0% | -0.14% | – |
| ICPT | Exit | INTERCEPT PHARMACEUTICALS | $0 | – | -7,954 | -100.0% | -0.15% | – |
| MDSO | Exit | MEDIDATA SOLUTIONS INC COM | $0 | – | -7,400 | -100.0% | -0.19% | – |
| XLNX | Exit | XILINX INC COM | $0 | – | -33,558 | -100.0% | -0.89% | – |
| T | Exit | AT&T INC COM | $0 | – | -173,474 | -100.0% | -1.82% | – |
| MPLX | Exit | MPLX LP COM UNIT REPSTG LTD | $0 | – | -244,111 | -100.0% | -1.90% | – |
| EBAY | Exit | EBAY INC COM | $0 | – | -193,170 | -100.0% | -2.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-09
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.