Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE CAPITAL ADVISORS INC | 04-29-2024 | 03-31-2024 | 86 | 803,011,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LILLY ELI & CO COM | COM | 1 | $334,534,000 | 430,014 | 41.66 | 37.40 | 8,927 | 2.12 | 03-31-2024 |
| APPLE INC COM | COM | 2 | $48,136,000 | 280,707 | 5.99 | 8.24 | -351 | -0.12 | 03-31-2024 |
| ALPHABET INC CL A | COM | 3 | $29,081,000 | 192,678 | 3.62 | 4.23 | -6,302 | -3.17 | 03-31-2024 |
| PALO ALTO NETWORKS INC COM | COM | 4 | $21,218,000 | 74,677 | 2.64 | 3.03 | 7,332 | 10.89 | 03-31-2024 |
