P

Private Capital Advisors, Inc.

RIA/Wealth

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.

PresidentMatthew Chase Andrews
Portfolio Value
$895.5M
Positions
72
Top Holding
LLY at 36.95%
Last Reported
Q3 2025
Address2222 South Utica Place, Suite 300, Tulsa, OK, 74114, United States

Top Holdings

Largest long holdings in Private Capital Advisors, Inc.'s portfolio (69.7% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
Drug Manufacturers - General
Healthcare
$330.9M
36.95%
+$238.8K
Bought
0.05%
433.6K shares
2
Apple logo
Apple
AAPL
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
4
Netflix logo
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
6
Nvidia logo
Nvidia
NVDA
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

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Private Capital Advisors, Inc.'s latest filing

See all changes

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
4
Block logo
Sold
Sold

Analytics

Portfolio insights and performance metrics for Private Capital Advisors, Inc.

View analytics

Sector Allocation

Healthcare: 43.10%HealthcareTechnology: 18.20%TechnologyCommunication Services: 12.40%Communication ServicesEnergy: 7.30%Industrials: 7.00%Financial Services: 3.40%ETF: 3.30%Consumer Cyclical: 2.40%Utilities: 2.20%Consumer Defensive: 0.10%
Healthcare
43.10%
Technology
18.20%
Communication Services
12.40%
Energy
7.30%
Industrials
7.00%
Financial Services
3.40%
ETF
3.30%
Consumer Cyclical
2.40%
Utilities
2.20%
Consumer Defensive
0.10%

Market Cap Distribution

Mega Cap (> $200B): 67.38%Mega Cap (> $200B)Large Cap ($10B - $200B): 28.16%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.12%Small Cap ($300M - $2B): 0.41%Nano Cap (< $50M): 0.01%N/A (ETF or Unknown): 3.92%
Mega Cap (> $200B)
67.38%
Large Cap ($10B - $200B)
28.16%
Mid Cap ($2B - $10B)
0.12%
Small Cap ($300M - $2B)
0.41%
Nano Cap (< $50M)
0.01%
N/A (ETF or Unknown)
3.92%

Portfolio Concentration

No concentration data available

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.