Prism Advisors, Inc.
CIK
1717027
Location
STUDIO CITY, CA
Portfolio Value
Micro
$1,669,047
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,018
/ 8,586
▲ 23
Top Industry
Consumer Electronics
31.9%
3Y Alpha vs SPY
+1.3%
Period ended 3 months ago
Filed Apr 23, 2026 · 54d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+83.9%
SPY
+78.1%
Annualised alpha
+1.3%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 72.7% | $8,755,943 |
| Technology | 13.9% | $1,669,047 |
| Consumer Cyclical | 3.9% | $473,232 |
| Financial Services | 3.0% | $359,400 |
| Industrials | 2.3% | $276,970 |
| Healthcare | 2.1% | $250,551 |
| Real Estate | 1.7% | $200,589 |
| Consumer Defensive | 0.5% | $57,239 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
4 positions
2 positions ·
$1,669,047 total
· Technology only
· as of Mar 31, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 4,126 | $1,047,137 | 62.74% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,566 | $621,910 | 37.26% |