Private Capital Advisors, Inc. is a RIA/Wealth based in Tulsa, OK led by Matthew Chase Andrews, reporting $1.0B in AUM as of Q3 2025 with 43% Healthcare concentration, 70% concentrated in top 10 holdings, and 37% allocation to LLY.
Largest long holdings in Private Capital Advisors, Inc.'s portfolio (69.7% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Drug Manufacturers - General Healthcare | $330.9M | 36.95% | +$238.8K Bought | 0.05% 433.6K shares | |
Consumer Electronics Technology | $74.9M | 8.37% | +$4.8M Bought | 0.00% 294.2K shares | |
Internet Content & Information Communication Services | $46.1M | 5.15% | -$2.0M Sold | 0.00% 189.7K shares | |
Entertainment Communication Services | $32.7M | 3.65% | -$6.0K Sold | 0.01% 27.3K shares | |
Software - Infrastructure Technology | $31.0M | 3.47% | — | 0.02% 152.4K shares | |
Semiconductors Technology | $28.8M | 3.21% | +$778.4K Bought | 0.00% 154.1K shares | |
Internet Content & Information Communication Services | $23.7M | 2.65% | +$572.8K Bought | 0.00% 32.3K shares | |
Information Technology Services Technology | $20.5M | 2.29% | — | 0.19% 41.0K shares | |
ETF ETF | $18.0M | 2.01% | +$18.0M New | — 156.3K shares | |
Waste Management Industrials | $17.9M | 2.00% | +$13.8M Bought | 0.02% 81.0K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Private Capital Advisors, Inc.'s latest filing
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Portfolio insights and performance metrics for Private Capital Advisors, Inc.
No concentration data available
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