Prism Advisors, Inc.

CIK

1717027

Location

STUDIO CITY, CA

Portfolio Value

Micro $12,042,971

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,666 / 8,232 ▲ 145

Top Industry

Consumer Electronics 31.9%

3Y Alpha vs SPY

+1.2%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.8%

SPY

+76.3%

Annualised alpha

+1.2%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

34.9%

+2.4 pts

Top 5

86.6%

+5.6 pts

Top 10

97.3%

+3.1 pts

HHI

2,429

Moderately concentrated+266

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.7%	$8,755,943	3
Technology	13.9%	$1,669,047	2
Consumer Cyclical	3.9%	$473,232	3
Financial Services	3.0%	$359,400	1
Industrials	2.3%	$276,970	2
Healthcare	2.1%	$250,551	1
Real Estate	1.7%	$200,589	1
Consumer Defensive	0.5%	$57,239	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
XRX	Xerox Holdings Corp	+14,800	28,971	$37,372
NVDA	Nvidia Corp	+72	3,566	$621,910
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
JNJ	Johnson & Johnson	−116	1,025	$250,551
MCD	Mcdonalds Corp	−49	723	$224,701
SPY	Spdr S&P 500 ETF Trust	−5	6,461	$4,201,846
QQQ	Invesco Qqq Trust, Series 1	−4	6,772	$3,908,662
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
DLX	Deluxe Corp	8,700	$239,598
RCL	Royal Caribbean Cruises Ltd	814	$223,996
IIPR	Innovative Industrial Properties Inc	3,999	$200,589
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
MA	Mastercard Inc	1,100	$627,968
V	Visa Inc.	1,002	$351,411
MSFT	Microsoft Corp	503	$243,260
AMZN	Amazon Com Inc	941	$217,201
GOOGL	Alphabet Inc.	666	$208,458
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $12,042,971 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	6,461	-5	$4,201,846	−4.7%	34.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,772	-4	$3,908,662	−6.1%	32.46%
AAPL	Apple Inc. Technology	Held	4,126	0	$1,047,137	−6.6%	8.70%
GLD	Spdr Gold Trust	Held	1,500	0	$645,435	+8.6%	5.36%
NVDA	Nvidia Corp Technology	Added	3,566	+72	$621,910	−4.6%	5.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	750	0	$359,400	−4.7%	2.98%
JNJ	Johnson & Johnson Healthcare	Reduced	1,025	-116	$250,551	+6.1%	2.08%
DLX	Deluxe Corp Industrials	NEW	8,700	NEW	$239,598	NEW	1.99%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	723	-49	$224,701	−4.8%	1.87%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	NEW	814	NEW	$223,996	NEW	1.86%
IIPR	Innovative Industrial Properties Inc Real Estate	NEW	3,999	NEW	$200,589	NEW	1.67%
BGS	B&G Foods, Inc. Consumer Defensive	Held	11,900	0	$57,239	+11.9%	0.48%
XRX	Xerox Holdings Corp Industrials	Added	28,971	+14,800	$37,372	+11.3%	0.31%
TSLA	Tesla, Inc. Consumer Cyclical	Held	66	0	$24,535	−17.3%	0.20%