PRIVATE CAPITAL MANAGEMENT LLC - Portfolio overview

PRIVATE CAPITAL MANAGEMENT LLC has 216 reported holdings in this dataset, with the latest filing dated 2025-03-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VONE - VANGUARD SCOTTSDALE FDS, 11.83%
2. VTV - VANGUARD INDEX FDS, 7.40%
3. VOO - VANGUARD INDEX FDS, 6.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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