Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE CAPITAL ADVISORS INC | 02-13-2024 | 12-31-2023 | 78 | 656,351,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LILLY ELI & CO COM | COM | 1 | $245,460,000 | 421,087 | 37.40 | 35.37 | -38,750 | -8.43 | 12-31-2023 |
| APPLE INC COM | COM | 2 | $54,112,000 | 281,058 | 8.24 | 9.27 | -10,320 | -3.54 | 12-31-2023 |
| ALPHABET INC CL A | COM | 3 | $27,796,000 | 198,980 | 4.23 | 3.58 | 16,613 | 9.11 | 12-31-2023 |
| UNITEDHEALTH GROUP INC COM | COM | 4 | $21,031,000 | 39,947 | 3.20 | 3.18 | -445 | -1.10 | 12-31-2023 |
