Prime Capital Investment Advisors, LLC
CIK
1731446
Location
OVERLAND PARK, KS
Portfolio Value
Small
$906,615,930
Diversification
Diversified
Filing Date
Global Rank
#944
/ 8,586
▼ 14
Top Industry
Semiconductors
13.8%
3Y Alpha vs SPY
-2.5%
Period ended 3 months ago
Filed May 8, 2026 · 39d
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
+67.5%
SPY
+78.1%
Annualised alpha
-2.5%
Max drawdown
−19.1%
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
596 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Technology | 30.9% | $906,615,930 |
| Financial Services | 10.8% | $316,312,127 |
| Industrials | 10.7% | $313,583,804 |
| Unclassified | 9.6% | $283,012,587 |
| Consumer Cyclical | 9.0% | $264,862,933 |
| Healthcare | 7.6% | $223,101,150 |
| Consumer Defensive | 6.5% | $191,149,293 |
| Communication Services | 6.1% | $177,914,709 |
| Energy | 5.3% | $155,159,800 |
| Utilities | 1.6% | $47,350,101 |
| Real Estate | 1.2% | $34,316,851 |
| Basic Materials | 0.8% | $22,199,471 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | $5,219,484 | |
| 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 | Exxon Mobil 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
92 positions ·
$906,615,930 total
· Technology only
· 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 92 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MVIS |
Microvision, Inc.
Technology
|
Added | 17,850 | $11,424 | 0.00% | |
| WIT |
Wipro Ltd
Technology
|
Reduced | 29,174 | $61,848 | 0.01% | |
| UMC |
United Microelectronics Corp
Technology
|
Reduced | 12,372 | $111,100 | 0.01% | |
| RGTI |
Rigetti Computing, Inc.
Technology
|
NEW | 11,780 | $165,391 | 0.02% | |
| NOK |
Nokia Corp
Technology
|
Added | 24,039 | $193,273 | 0.02% | |
| JBL |
Jabil Inc
Technology
|
NEW | 790 | $209,847 | 0.02% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Added | 3,479 | $213,436 | 0.02% | |
| STM |
STMicroelectronics N.V.
Technology
|
NEW | 6,178 | $213,449 | 0.02% | |
| HPQ |
Hp Inc
Technology
|
NEW | 11,987 | $230,270 | 0.03% | |
| NXT |
Nextpower Inc.
Technology
|
NEW | 2,016 | $243,028 | 0.03% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 350 | $245,966 | 0.03% | |
| TWLO |
Twilio Inc
Technology
|
Reduced | 2,101 | $264,347 | 0.03% | |
| GCT |
GigaCloud Technology Inc
Technology
|
Reduced | 6,119 | $277,680 | 0.03% | |
| ROP |
Roper Technologies Inc
Technology
|
Added | 804 | $284,503 | 0.03% | |
| TOST |
Toast, Inc.
Technology
|
Added | 11,523 | $305,474 | 0.03% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Added | 2,873 | $314,880 | 0.03% | |
| JKHY |
Jack Henry & Associates Inc
Technology
|
Reduced | 1,999 | $315,921 | 0.03% | |
| CLS |
Celestica Inc
Technology
|
Added | 1,135 | $319,706 | 0.04% | |
| SAIC |
Science Applications International Corp
Technology
|
Reduced | 3,449 | $327,379 | 0.04% | |
| DDOG |
Datadog, Inc.
Technology
|
Added | 2,922 | $344,942 | 0.04% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Reduced | 3,008 | $347,063 | 0.04% | |
| IONQ |
IonQ, Inc.
Technology
|
Added | 12,300 | $354,609 | 0.04% | |
| MSTR |
Strategy Inc
Technology
|
Reduced | 2,842 | $354,681 | 0.04% | |
| CIEN |
Ciena Corp
Technology
|
NEW | 935 | $362,995 | 0.04% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
NEW | 1,295 | $365,669 | 0.04% | |
| SONY |
Sony Group Corp
Technology
|
Reduced | 18,291 | $378,623 | 0.04% | |
| WDAY |
Workday, Inc.
Technology
|
Reduced | 3,005 | $390,409 | 0.04% | |
| NET |
Cloudflare, Inc.
Technology
|
Reduced | 2,007 | $414,124 | 0.05% | |
| ADSK |
Autodesk, Inc.
Technology
|
Reduced | 1,969 | $471,378 | 0.05% | |
| MCHP |
Microchip Technology Inc
Technology
|
Added | 7,313 | $472,492 | 0.05% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 3,148 | $474,781 | 0.05% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Added | 20,094 | $478,438 | 0.05% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Reduced | 5,170 | $485,307 | 0.05% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Added | 3,779 | $571,687 | 0.06% | |
| TEL |
TE Connectivity plc
Technology
|
Reduced | 2,820 | $589,436 | 0.07% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Added | 3,650 | $593,052 | 0.07% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 1,394 | $604,954 | 0.07% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Reduced | 9,445 | $731,704 | 0.08% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 2,820 | $783,593 | 0.09% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Reduced | 5,893 | $916,479 | 0.10% | |
| GRMN |
Garmin Ltd
Technology
|
Reduced | 4,096 | $950,312 | 0.10% | |
| DAKT |
Daktronics Inc /Sd/
Technology
|
Held | 52,727 | $1,030,812 | 0.11% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Added | 7,250 | $1,035,662 | 0.11% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
Reduced | 1,027 | $1,122,870 | 0.12% | |
| APLD |
Applied Digital Corp.
Technology
|
Reduced | 49,708 | $1,180,067 | 0.13% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 9,986 | $1,184,539 | 0.13% | |
| RBRK |
Rubrik, Inc.
Technology
|
NEW | 24,971 | $1,222,829 | 0.13% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 12,415 | $1,229,705 | 0.14% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 5,100 | $1,239,708 | 0.14% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 13,567 | $1,249,792 | 0.14% |