$316 Million is the total value of Private Capital Advisors, Inc.'s 75 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMY | Exit | BRISTOL MYERS SQUIBB CO COM | $0 | – | -3,516 | -100.0% | -0.06% | – |
| AEP | Exit | AMERICAN ELECTRIC POWER CO | $0 | – | -2,358 | -100.0% | -0.06% | – |
| LSXMA | Exit | LIBERTY MEDIA CORP DEL COM SER | $0 | – | -5,350 | -100.0% | -0.06% | – |
| NGVT | Exit | INGEVITY CORP COM | $0 | – | -4,147 | -100.0% | -0.09% | – |
| KPTI | Exit | KARYOPHARM THERAPEUTICS INC | $0 | – | -104,100 | -100.0% | -0.49% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES CLA | $0 | – | -48,109 | -100.0% | -1.11% | – |
| MPC | Exit | MARATHON PETE CORP COM | $0 | – | -114,294 | -100.0% | -1.69% | – |
| EOG | Exit | EOG RES INC COM | $0 | – | -108,893 | -100.0% | -2.24% | – |
| AMAT | Exit | APPLIED MATERIALS INC | $0 | – | -189,171 | -100.0% | -2.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-15
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.