Private Capital Management, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$1.1T

Holdings

166

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (166 positions)

#StockSharesValue% PortfolioType
101
XOMExxon Mobil Corp.
6,546$787.0M0.07%
102
VEUVanguard FTSE All World Ex US ETF
10,251$754.0M0.07%
103
NTRSNorthern Trust Corporation
5,400$737.0M0.07%
104
BRK/BBerkshire Hathaway Inc. Cl B
1,416$711.0M0.07%
105
CATCaterpillar Inc.
1,220$698.0M0.06%
106
SOSouthern Co.
7,622$664.0M0.06%
107
IWMiShares Russell 2000 Index ETF
2,664$655.0M0.06%
108
WMWaste Management
2,925$642.0M0.06%
109
VOOVanguard S&P 500 Indx Fd ETF
979$613.0M0.06%
110
IJRiShares Core S&P Small Cap ETF
4,946$594.0M0.05%
111
DONDow Jones Indl Average SPDR ETF
1,200$576.0M0.05%
112
ACNAccenture PLC
2,132$572.0M0.05%
113
PGRProgressive
2,510$571.0M0.05%
114
MCKMcKesson Corp.
687$563.0M0.05%
115
BTUPeabody Energy Corp
18,188$540.0M0.05%
116
XLVHealthcare Select Sector SPDR
3,460$535.0M0.05%
117
VTIVanguard Index Fund ETF
1,554$520.0M0.05%
118
VCITVanguard Intermediate Term Corp. Bond ETF
6,215$520.0M0.05%
119
BLKBlackrock Inc.
475$508.0M0.05%
120
CSCOCisco Systems Inc.
6,500$500.0M0.05%
121
BACBank of America Corp.
8,954$492.0M0.05%
122
LINLinde PLC
1,136$484.0M0.04%
123
BTUPeabody Energy Corporation
15,500$460.0M0.04%Call
124
ADPAutomatic Data Processing Inc.
1,750$450.0M0.04%
125
TXNTexas Instruments
2,527$438.0M0.04%
126
XLFFinancials Select Sector SPDR
7,810$427.0M0.04%
127
IEMGiShares Core MSCI Emerging Markets
6,363$427.0M0.04%
128
NFGNational Fuel Gas Co.
5,300$424.0M0.04%
129
LMTLockheed Martin Corp.
878$424.0M0.04%
130
ZBRAZebra Technologies
1,725$418.0M0.04%
131
IXUSiShares Core MSCI Total Int'l Stock ETF
4,854$410.0M0.04%
132
APHAmphenol Corp-Cl A
3,000$405.0M0.04%
133
MCDMcDonalds Corp.
1,306$399.0M0.04%
134
HONHoneywell International Inc.
2,046$399.0M0.04%
135
LOWLowes Companies Inc.
1,652$398.0M0.04%
136
DMACDiamedica Therapeutics Inc
50,000$398.0M0.04%
137
TTTrane Technologies PLC
1,019$396.0M0.04%
138
CBChubb Limited
1,257$392.0M0.04%
139
ABTAbbott Laboratories
2,903$363.0M0.03%
140
TRVTravelers Companies, Inc.
1,244$360.0M0.03%
141
TJXTJX Companies Inc.
2,350$360.0M0.03%
142
LVLNS&P Regional Banking SPDR
5,500$356.0M0.03%
143
DGROiShares Core Dividend Growth ETF
5,093$353.0M0.03%
144
LLYEli Lilly & Co.
327$351.0M0.03%
145
NEENextEra Energy Inc.
4,257$341.0M0.03%
146
BILSPDR Bloomberg Barclays 1-3 Month Bill ETF
3,722$340.0M0.03%
147
ABBVAbbvie Inc.
1,491$340.0M0.03%
148
DUKDuke Energy Corp.
2,737$320.0M0.03%
149
SJMJM Smucker Company
3,250$317.0M0.03%
150
MARMarriott International A
1,009$313.0M0.03%
151
AVGOBroadcom Inc.
878$303.0M0.03%
152
SCHESchwab Strategic Tr Emerging Mkts Eqty ETF
9,045$296.0M0.03%
153
IHEiShares US Pharmaceuticals ETF
3,425$290.0M0.03%
154
VOVanguard Mid-Cap Index Fund
979$284.0M0.03%
155
VWOVanguard FTSE Emerging Markets ETF
5,175$278.0M0.03%
156
AQLTiShares Core MSCI EAFE ETF
3,080$275.0M0.03%
157
IWBiShares Russell 1000 Index Fund ETF
708$264.0M0.02%
158
NKENike Inc.
4,114$262.0M0.02%
159
XLKTechnology Sector SPDR
1,800$259.0M0.02%
160
VVisa Inc.
723$253.0M0.02%
161
WESTWestrock Coffee Co
60,000$244.0M0.02%
162
MRKMerck & Co. Inc.
2,325$244.0M0.02%
163
JPMJP Morgan Chase Fin'l Co LLC Alerian
7,852$234.0M0.02%
164
CNRCanadian National Railway Co.
2,360$233.0M0.02%
165
MDYSPDR S&P MidCap 400 ETF Trust
385$232.0M0.02%
166
RMTRoyce Micro Cap Closed Fund
21,700$226.0M0.02%
167
CIBRFirst Trust NASDAQ Cybersecurity ETF
3,100$221.0M0.02%
168
PGProcter & Gamble Co.
1,532$219.0M0.02%
169
TNADirexion Daily Small Cap Bull 3X Shs
4,700$214.0M0.02%
170
WFCWells Fargo & Company
2,277$212.0M0.02%
171
STZConstellation Brands Inc.
1,472$203.0M0.02%
172
TSLATesla Inc.
448$201.0M0.02%
173
DONSPDR Dow Jones Industrial Average ETF Trust
200$96.0M0.01%Put
174
SELFGlobal Self Storage Inc
12,000$61.0M0.01%
175
IWMiShares Russell 2000 ETF
200$49.0M0.00%Put
176
NSANational Storage Affiliates
100$2.0M0.00%
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