Fund Universe

Private Capital Advisors, Inc.

CIK 0001350780 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.792
AUM ($M)
1,141
Positions
76
Turnover
0.12
Top-10 wt
75%
Herfindahl
0.203
History (qtrs)
6
Excess Return
-0.5%

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Holdings · 85 positions · portfolio value $1,141M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
LLY funds › LILLY ELI & CO COM ADD 43.2% +0.4% 493.5 411,425 +5,470 5
AAPL funds › APPLE INC TRIM 6.7% -1.0% 76.7 265,024 -1,745 5
GOOGL funds › ALPHABET INC-CL A ADD 5.8% -0.3% 66.7 186,747 +1,574 5
PANW funds › PALO ALTO NETWORKS INC ADD 4.1% +1.6% 47.2 138,524 +75 5
NVDA funds › NVIDIA CORP TRIM 3.3% -0.5% 37.9 189,291 -821 5
ET funds › ENERGY TRANSFER LP ADD 2.5% -0.8% 28.9 1,510,980 +25,822 5
CACI funds › CACI INTL INC CLASS A ADD 2.4% +0.4% 27.7 59,728 +27,223 5
TSLA funds › TESLA INC ADD 2.2% +1.2% 25.2 60,012 +36,727 5
MSFT funds › MICROSOFT CORP ADD 2.1% +1.9% 23.9 64,082 +58,753 5
XOVR funds › ERSHARES PRIVATE-PUBLIC CROSSO NEW 2.1% +2.1% 23.5 1,115,325 +1,115,325 1 +8.6%
SPCX funds › SPACE EX TECH SPACEX CLASS A NEW 2.0% +2.0% 22.3 130,673 +130,673 1 -90.9%
META funds › META PLATFORMS INC CLASS A ADD 1.7% -0.5% 19.7 35,057 +457 5
EPD funds › ENTERPRISE PRODS PART LP ADD 1.7% -0.6% 19.5 530,308 +1,124 5
NDAQ funds › NASDAQ INC NEW 1.7% +1.7% 19.1 242,816 +242,816 1 -1.1%
WMB funds › WILLIAMS COS INC HOLD 1.6% -0.5% 18.7 251,908 +0 5
AMZN funds › AMAZON.COM INC ADD 1.6% -0.2% 18.1 75,943 +576 5
UNP funds › UNION PAC CORP HOLD 1.3% -0.2% 14.8 54,350 +0 5
MPLX funds › MPLX LP ADD 1.3% -0.4% 14.7 260,486 +2,734 5
ABBV funds › ABBVIE INC COM HOLD 1.2% -0.2% 14.1 55,904 +0 5
TMO funds › THERMO FISHER SCIENTIFIC TRIM 1.2% -0.3% 14.0 27,861 -43 5
NFLX funds › NETFLIX INC TRIM 1.1% -0.9% 12.6 175,962 -2,075 5
GOOG funds › ALPHABET INC CAP STK CL C HOLD 0.9% -0.1% 10.6 30,133 +0 5
NOC funds › NORTHROP GRUMMAN CORP COM ADD 0.9% -0.7% 10.6 20,820 +418 5
LMT funds › LOCKHEED MARTIN CORP COM ADD 0.9% -0.5% 9.9 19,491 +335 5
RRX funds › REGAL REXNORD CORP ADD 0.8% -0.0% 9.7 40,639 +90 3 +27.4%
BX funds › BLACKSTONE INC COM HOLD 0.8% -0.2% 9.2 78,047 +0 5
BLK funds › BLACKROCK INC ADD 0.7% -0.2% 8.4 8,743 +23 5
XOM funds › EXXONMOBIL HLDGS CORP COM NEW 0.3% +0.3% 3.8 27,815 +27,815 1 -25.3%
PH funds › PARKER-HANNIFIN CORP COM HOLD 0.3% -0.1% 3.6 3,727 +0 5
CNI funds › CANADIAN NATL RY CO COM TRIM 0.3% -0.1% 3.4 28,493 -3,385 5
SPY funds › STATE STR SPDR S&P 500 ETF TR ADD 0.3% -0.0% 3.2 4,326 +4 5
QQQ funds › INVESCO QQQ TR TRIM 0.3% -0.1% 3.1 4,259 -1,581 5
CVX funds › CHEVRON CORP NEW COM TRIM 0.2% -0.2% 2.7 16,237 -48 5
DVY funds › ISHARES TR SELECT DIVID ETF FD HOLD 0.2% -0.1% 2.2 13,975 +0 5
MU funds › MICRON TECHNOLOGY INC NEW 0.1% +0.1% 1.6 1,400 +1,400 1 +311.8%
GPCR funds › STRUCTURE THERAPEUTICS F UNSPO TRIM 0.1% -0.1% 1.6 29,760 -4,629 4 +149.8%
EW funds › EDWARDS LIFESCIENCES CORP COM HOLD 0.1% -0.0% 1.2 13,200 +0 5
OMC funds › OMNICOM GROUP INC COM HOLD 0.1% -0.0% 1.2 16,000 +0 5
INTU funds › INTUIT COM HOLD 0.1% -0.1% 1.1 4,300 +0 5
CUSIP:19765L850 funds › COLUMBIA TOTAL RETURN MUNICIPA ADD 0.1% -0.0% 1.0 83,477 +838 4
KO funds › COCA COLA CO COM HOLD 0.1% -0.0% 0.9 10,811 +0 5
GS funds › GOLDMAN SACHS GROUP INC COM HOLD 0.1% -0.0% 0.9 860 +0 5
JNJ funds › JOHNSON & JOHNSON COM HOLD 0.1% -0.0% 0.8 3,301 +0 5
XLK funds › SELECT SECTOR SPDR TR STATE ST HOLD 0.1% +0.0% 0.7 3,626 +0 5
MLPX funds › GLOBAL X FDS MLP & ENERGY INFR ADD 0.1% -0.0% 0.7 9,185 +685 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL HOLD 0.1% -0.0% 0.7 1,316 +0 5
JEPQ funds › JPMORGAN NASDAQ EQUITY PREMIUM ADD 0.1% +0.0% 0.6 10,556 +3,014 5 +0.1%
GBTC funds › GRAYSCALE BITCOIN TR ETF SHS HOLD 0.1% -0.0% 0.6 13,998 +0 2 -46.9%
ETHE funds › GRAYSCALE ETHEREUM TR ETF SHS HOLD 0.1% -0.0% 0.6 45,611 +0 5
JEPI funds › JPMORGAN EQUITY PREMIUM INCOME ADD 0.0% -0.0% 0.5 9,092 +2,017 5 -14.0%
AVGO funds › BROADCOM INC COM TRIM 0.0% -0.0% 0.5 1,267 -351 2 +10.4% re-entry
CUSIP:316146109 funds › FIDELITY INVESTMENT GRADE BOND TRIM 0.0% -0.0% 0.4 58,984 -840 5
GLD funds › SPDR GOLD TR GOLD SHS HOLD 0.0% -0.0% 0.4 1,143 +0 3 -13.5% re-entry
FCNCA funds › FIRST CTZNS BANCSHARES INC CL HOLD 0.0% -0.0% 0.4 197 +0 5
CUSIP:648018109 funds › AMERICAN NEW PERSPECTIVE FUND HOLD 0.0% -0.0% 0.4 5,028 +0 5
VOO funds › VANGUARD INDEX FDS S&P 500 ETF HOLD 0.0% -0.0% 0.4 535 +0 5
ETHA funds › ISHARES ETHEREUM TR ETF SHS HOLD 0.0% -0.0% 0.4 30,135 +0 4 -79.4%
JPM funds › JPMORGAN CHASE & CO COM HOLD 0.0% -0.0% 0.3 1,007 +0 5
AEP funds › AMERICAN ELEC PWR CO INC COM HOLD 0.0% -0.0% 0.3 2,241 +0 5
SO funds › SOUTHERN CO COM HOLD 0.0% -0.0% 0.3 3,200 +0 5
REPL funds › REPLIMUNE GROUP INC NEW 0.0% +0.0% 0.3 27,066 +27,066 1 +9275.4%
MANE funds › VERADERMICS INC NEW 0.0% +0.0% 0.3 2,435 +2,435 1 +37.5%
ONC funds › BEONE MEDICINES LTD ADR HOLD 0.0% -0.0% 0.3 999 +0 2 -35.8%
VGT funds › VANGUARD WORLD FDS VANGUARD IN NEW 0.0% +0.0% 0.3 2,180 +2,180 1 +21.1%
CIFR funds › CIPHER MNG INC COM HOLD 0.0% +0.0% 0.2 10,000 +0 4 +222.1%
QBTS funds › D-WAVE QUANTUM INC COM NEW 0.0% +0.0% 0.2 10,002 +10,002 1 +30.4%
IBRX funds › IMMUNITYBIO INC COM HOLD 0.0% -0.0% 0.2 26,978 +0 2 +28.5%
CUSIP:G0750W104 funds › AXOVANT SCIENCES LTD NEW 0.0% +0.0% 0.2 419 +419 1
BTQ funds › BTQ TECHNOLOGIES CORP HOLD 0.0% +0.0% 0.2 41,493 +0 4 -50.7%
REGN funds › REGENERON PHARMACEUTICALS INC HOLD 0.0% -0.0% 0.2 350 +0 3 -4.4% re-entry
CUSIP:156775D10 funds › CEREBRAS SYSTEMS INC. NEW 0.0% +0.0% 0.2 979 +979 1
AVEX funds › AEVEX CORP. NEW 0.0% +0.0% 0.2 9,940 +9,940 1 -93.3%
CUSIP:72201M719 funds › PIMCO INCOME FUND CLASS I2 HOLD 0.0% -0.0% 0.2 16,595 +0 5
LADR funds › LADDER CAP CORP CL A HOLD 0.0% -0.0% 0.2 18,098 +0 5
CUSIP:808515605 funds › SCHWAB PRIME ADVANTAGE M ONEY ADD 0.0% -0.0% 0.0 28,641 +170 5
CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT 0.0% -0.5% 0.0 0 -27,815 0
AMD funds › ADVANCED MICRO DEVICES INC EXIT 0.0% -0.0% 0.0 0 -1,126 0 +1787.9%
PTCT funds › PTC THERAPEUTICS INC COM EXIT 0.0% -0.3% 0.0 0 -38,983 0 +40.2%
HOOD funds › ROBINHOOD MKTS INC COM CL A EXIT 0.0% -0.0% 0.0 0 -4,251 0 -29.6%
NEE funds › NEXTERA ENERGY INC EXIT 0.0% -1.7% 0.0 0 -159,882 0 +6.8%
CUSIP:91724C909 funds › RSTK URBANFETCH COM INC OC PFD HOLD 0.0% +0.0% 0.0 18,750 +0 0
TEM funds › TEMPUS AI INC CLASS A EXIT 0.0% -0.0% 0.0 0 -4,764 0 -92.2%
CRWD funds › CROWDSTRIKE HLDGS INC CL A EXIT 0.0% -0.1% 0.0 0 -1,142 0 +370.6%
CP funds › CANADIAN PACIFIC KANSAS CITY EXIT 0.0% -0.1% 0.0 0 -9,000 0
IMNM funds › IMMUNOME INC COM EXIT 0.0% -0.1% 0.0 0 -34,082 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,141 76 0.12 75% 0.203 0.790 in
2026Q1 872 73 0.08 75% 0.201 0.824 in
2025Q4 979 76 0.13 76% 0.235 0.735 in
2025Q3 899 81 0.10 69% 0.155 0.730 in
2025Q2 821 82 0.09 73% 0.186 0.789 entered
2025Q1 836 76 0.00 71% 0.198 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status