Prime Capital Investment Advisors, LLC

CIK

1731446

Location

OVERLAND PARK, KS

Portfolio Value

Mid $2,935,578,755

Diversification

Diversified

Filing Date

Global Rank

#944 / 8,622 ▼ 13 · as of Mar 2026

Top Industry

Semiconductors 13.8%

3Y Alpha vs SPY

-1.5%

Period ended 4 months ago

Filed May 8, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.3%

SPY

+67.9%

Annualised alpha

-0.4%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.8%

−0.4 pts

Top 5

25.3%

−2.0 pts

Top 10

38.6%

−2.4 pts

HHI

215

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.9%	$906,615,930	92
Financial Services	10.8%	$316,312,126	119
Industrials	10.7%	$313,583,805	80
Unclassified	9.6%	$283,012,587	16
Consumer Cyclical	9.0%	$264,862,933	49
Healthcare	7.6%	$223,101,150	58
Consumer Defensive	6.5%	$191,149,293	32
Communication Services	6.1%	$177,914,709	18
Energy	5.3%	$155,159,800	37
Utilities	1.6%	$47,350,101	30
Real Estate	1.2%	$34,316,851	32
Basic Materials	0.8%	$22,199,470	33

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OBDC	Blue Owl Capital Corp	+131,353	144,163	$1,594,442
INTC	Intel Corp	+62,207	97,275	$4,292,745
CLX	Clorox Co /De/	+55,030	57,117	$5,919,034
NFLX	Netflix Inc	+37,927	337,952	$32,494,084
DUK	Duke Energy CORP	+36,222	71,001	$9,296,870
ETN	Eaton Corp plc	+35,803	88,739	$31,739,278
ENB	Enbridge Inc	+32,995	40,586	$2,197,326
CVX	Chevron Corp	+29,614	172,421	$35,673,904
OKLO	Oklo Inc.	+28,820	46,366	$2,299,289
GSK	GSK plc	+28,423	58,611	$3,234,741
MO	Altria Group, Inc.	+27,076	60,855	$4,015,821
USB	US Bancorp De	+24,956	37,713	$1,961,453
HOOD	Robinhood Markets, Inc.	+22,534	140,405	$9,730,066
NOW	ServiceNow, Inc.	+20,402	102,282	$10,693,583
MAR	Marriott International Inc /Md/	+16,063	46,860	$15,326,500
MRK	Merck & Co., Inc.	+12,524	46,549	$5,599,379
NAC	Nuveen California Quality Municipal Income Fund	+10,466	48,246	$562,065
FCX	Freeport-Mcmoran Inc	+9,109	30,073	$1,767,690
PM	Philip Morris International Inc.	+9,086	33,959	$5,614,781
LOW	Lowes Companies Inc	+8,988	26,297	$6,213,455
LUV	Southwest Airlines Co	+8,650	31,054	$1,166,698
SPY	Spdr S&P 500 ETF Trust	+7,993	160,331	$104,269,662
AMT	American Tower Corp /Ma/	+7,965	13,996	$2,415,429
MU	Micron Technology Inc	+7,834	42,136	$14,235,226
SO	Southern Co	+7,311	48,066	$4,639,330
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOF	Guggenheim Strategic Opportunities Fund	−352,720	68,999	$760,368
FSSL	FS Specialty Lending Fund	−102,297	98,647	$1,234,073
BX	Blackstone Inc.	−66,816	22,566	$2,594,864
KMI	Kinder Morgan, Inc.	−29,878	76,691	$2,571,449
VZ	Verizon Communications Inc	−29,819	87,652	$4,400,130
FSCO	FS Credit Opportunities Corp.	−26,973	398,977	$2,034,782
AAPL	Apple Inc.	−23,140	780,141	$197,991,984
HON	Honeywell International Inc	−21,567	23,092	$5,219,485
TENB	Tenable Holdings, Inc.	−19,880	90,928	$1,538,501
KKR	KKR & Co. Inc.	−16,112	6,633	$613,552
RANI	Rani Therapeutics Holdings, Inc.	−15,723	11,485	$8,441
IBIT	iShares Bitcoin Trust ETF	−15,611	44,388	$1,705,386
AMZN	Amazon Com Inc	−15,500	513,831	$107,015,582
EQT	EQT Corp	−15,097	5,402	$343,783
BAC	Bank Of America Corp /De/	−14,955	206,814	$10,082,182
MSIF	Msc Income Fund, Inc.	−14,141	43,407	$528,697
XOM	ExxonMobil Holdings Corp	−14,037	281,666	$47,787,453
PBR	Petrobras - Petroleo Brasileiro SA	−13,920	79,878	$1,657,468
ET	Energy Transfer LP	−13,908	871,669	$16,823,211
OPP	RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.	−12,723	34,165	$262,045
GIS	General Mills Inc	−12,347	10,699	$398,216
BNL	Broadstone Net Lease, Inc.	−11,620	192,105	$3,509,758
FSLR	First Solar, Inc.	−11,067	13,811	$2,724,357
PECO	Phillips Edison & Company, Inc.	−10,653	91,580	$3,426,923
HSBC	Hsbc Holdings PLC	−10,407	29,477	$2,431,557
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	9,510	$1,875,562
ERO	Ero Copper Corp.	48,605	$1,296,295
SNDK	Sandisk Corp	1,999	$1,270,044
WAT	Waters Corp /De/	4,135	$1,231,403
RBRK	Rubrik, Inc.	24,971	$1,222,829
ARWR	Arrowhead Pharmaceuticals, Inc.	15,826	$992,290
LYB	LyondellBasell Industries N.V.	8,710	$701,677
CPNG	Coupang, Inc.	35,665	$673,355
SYM	Symbotic Inc.	8,355	$444,486
FBTC	Fidelity Wise Origin Bitcoin Fund	7,356	$434,224
KGC	Kinross Gold Corp	12,306	$375,579
KEYS	Keysight Technologies, Inc.	1,295	$365,669
CIEN	Ciena Corp	935	$362,995
BW	Babcock & Wilcox Enterprises, Inc.	20,135	$295,783
IMTX	Immatics N.V.	30,000	$295,200
MAIN	Main Street Capital CORP	5,192	$274,968
SIVR	abrdn Silver ETF Trust	3,829	$274,194
BWXT	BWX Technologies, Inc.	1,339	$273,812
STRL	Sterling Infrastructure, Inc.	656	$267,169
EMN	Eastman Chemical Co	3,375	$257,580
VAC	MARRIOTT VACATIONS WORLDWIDE Corp	3,926	$255,661
OWL	Blue Owl Capital Inc.	27,739	$253,257
LITE	Lumentum Holdings Inc.	350	$245,966
NXT	Nextpower Inc.	2,016	$243,028
MRNA	Moderna, Inc.	4,639	$235,661
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
WHR	Whirlpool Corp /De/	25,806	$1,861,644
JD	JD.com, Inc.	22,034	$632,375
ULTA	Ulta Beauty, Inc.	851	$514,863
JAZZ	Jazz Pharmaceuticals plc	3,014	$512,380
ADT	ADT Inc.	58,952	$475,742
WAL	Western Alliance Bancorporation	5,577	$468,858
PSBD	Palmer Square Capital BDC Inc.	26,000	$316,940
VRSK	Verisk Analytics, Inc.	1,416	$316,745
EL	Estee Lauder Companies Inc	2,823	$295,624
CATY	Cathay General Bancorp	6,060	$293,243
TTD	Trade Desk, Inc.	7,687	$291,798
ZS	Zscaler, Inc.	1,280	$287,897
DASH	DoorDash, Inc.	1,221	$276,532
BAH	Booz Allen Hamilton Holding Corp	3,213	$271,048
FIS	Fidelity National Information Services, Inc.	4,054	$269,428
FLGT	Fulgent Genetics, Inc.	10,185	$267,559
PODD	Insulet Corp	902	$256,384
RBLX	Roblox Corp	3,119	$252,732
BITB	Bitwise Bitcoin ETF	5,237	$249,071
TRI	Thomson Reuters Corp /Can/	1,877	$247,557
CNC	Centene Corp	5,975	$245,871
AFRM	Affirm Holdings, Inc.	3,283	$244,353
GDDY	GoDaddy Inc.	1,951	$242,080
FDS	Factset Research Systems Inc	817	$237,085
MTN	Vail Resorts Inc	1,764	$234,259
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

596 tracked positions · $2,935,578,755 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 596 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp PUT CALL + SHARES Technology	Added	1,138,443	+3,816	$198,544,459	−6.2%	6.76%
AAPL	Apple Inc. CALL + SHARES Technology	Reduced	780,141	-23,140	$197,991,984	−9.3%	6.74%
MSFT	Microsoft Corp CALL + SHARES Technology	Reduced	328,256	-3,396	$121,510,523	−24.2%	4.14%
QQQ	Invesco Qqq Trust, Series 1	Added	204,402	+2,358	$117,976,746	−4.9%	4.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	513,831	-15,500	$107,015,582	−12.4%	3.65%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	160,331	+7,993	$104,269,662	+0.4%	3.55%
AVGO	Broadcom Inc. CALL + SHARES Technology	Reduced	259,591	-8,065	$80,346,010	−13.3%	2.74%
GOOGL	Alphabet Inc. Communication Services	Reduced	261,441	-9,391	$75,179,973	−11.3%	2.56%
WMT	Walmart Inc. Consumer Defensive	Reduced	561,402	-10,095	$69,771,040	+9.6%	2.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	127,562	+89	$61,127,710	−4.6%	2.08%
LLY	ELI LILLY & Co Healthcare	Reduced	65,157	-5,565	$59,929,453	−21.1%	2.04%
META	Meta Platforms, Inc. CALL + SHARES Communication Services	Reduced	84,590	-2,737	$48,396,476	−16.0%	1.65%
XOM	ExxonMobil Holdings Corp Energy	Reduced	281,666	-14,037	$47,787,453	+34.3%	1.63%
COST	Costco Wholesale Corp /New CALL + SHARES Consumer Defensive	Added	45,829	+1	$45,665,390	+15.6%	1.56%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	144,493	-1,582	$42,504,060	−9.7%	1.45%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	118,608	-435	$39,008,985	−4.8%	1.33%
GEV	GE Vernova Inc. Industrials	Added	44,110	+799	$38,503,619	+36.0%	1.31%
CVX	Chevron Corp Energy	Added	172,421	+29,614	$35,673,904	+63.9%	1.22%
RTX	RTX Corp Industrials	Added	182,357	+3,504	$35,176,665	+7.2%	1.20%
PLTR	Palantir Technologies Inc. CALL + SHARES Technology	Reduced	229,758	-8,889	$33,609,000	−20.8%	1.14%
NFLX	Netflix Inc CALL + SHARES Communication Services	Added	337,952	+37,927	$32,494,084	+15.5%	1.11%
TSLA	Tesla, Inc. CALL + SHARES Consumer Cyclical	Added	86,695	+1,000	$32,228,866	−16.4%	1.10%
ETN	Eaton Corp plc Industrials	Added	88,739	+35,803	$31,739,278	+88.2%	1.08%
V	Visa Inc. Financial Services	Reduced	96,159	-1,376	$29,063,096	−15.0%	0.99%
ABBV	AbbVie Inc. Healthcare	Added	131,500	+1,882	$28,599,935	−3.4%	0.97%
IAU	Ishares Gold Trust	Added	315,598	+3,589	$27,823,119	+9.9%	0.95%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	80,797	-3,761	$27,305,346	+6.3%	0.93%
AMD	Advanced Micro Devices Inc CALL + SHARES Technology	Added	125,773	+5,460	$25,586,001	−0.7%	0.87%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	164,770	+2,078	$23,799,378	+2.1%	0.81%
JNJ	Johnson & Johnson Healthcare	Added	92,822	+6,015	$22,689,409	+26.3%	0.77%
CAT	Caterpillar Inc Industrials	Added	29,615	+2,271	$20,981,042	+33.9%	0.71%
AXP	American Express Co Financial Services	Reduced	65,494	-2,760	$19,810,625	−21.5%	0.67%
UBER	Uber Technologies, Inc Technology	Reduced	244,800	-8,718	$17,608,464	−15.0%	0.60%
ET	Energy Transfer LP Energy	Reduced	871,669	-13,908	$16,823,211	+15.2%	0.57%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	32,995	-979	$16,218,032	−17.6%	0.55%
HWM	Howmet Aerospace Inc. Industrials	Reduced	67,965	-1,438	$15,663,213	+10.1%	0.53%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	46,860	+16,063	$15,326,500	+60.4%	0.52%
GE	General Electric Co Industrials	Reduced	53,374	-265	$15,145,939	−8.3%	0.52%
UNP	Union Pacific Corp Industrials	Reduced	60,601	-7,089	$14,703,014	−6.1%	0.50%
MA	Mastercard Inc Financial Services	Reduced	29,264	-391	$14,622,050	−13.6%	0.50%
MU	Micron Technology Inc CALL + SHARES Technology	Added	42,136	+7,834	$14,235,226	+45.4%	0.48%
ANET	Arista Networks, Inc. Technology	Added	115,609	+565	$14,194,473	−5.8%	0.48%
PANW	Palo Alto Networks Inc Technology	Reduced	88,226	-4,165	$14,144,392	−16.9%	0.48%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	41,876	-1,008	$13,014,642	−0.7%	0.44%
ABT	Abbott Laboratories Healthcare	Reduced	117,570	-1,128	$12,070,911	−18.8%	0.41%
RKLB	Rocket Lab Corp Industrials	Reduced	186,761	-2,714	$11,993,791	−9.3%	0.41%
GLD	Spdr Gold Trust CALL + SHARES	Reduced	26,917	-231	$11,582,115	+7.7%	0.39%
PEP	Pepsico Inc Consumer Defensive	Added	74,234	+1,380	$11,527,797	+10.3%	0.39%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	123,358	+475	$11,387,176	+1.6%	0.39%
STX	Seagate Technology Holdings plc Technology	Reduced	29,042	-4,167	$11,377,493	+24.4%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.