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

-2.6%

Period ended 3 months ago

Filed May 8, 2026 · 39d

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

+67.4%

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, 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%	$316,312,127	119
Industrials	10.7%	$313,583,804	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%	$22,199,471	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	$5,219,484
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
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

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	1,138,443	+3,816	$198,544,459	−6.2%	21.90%
AAPL	Apple Inc. Technology	Reduced	780,141	-23,140	$197,991,984	−9.3%	21.84%
MSFT	Microsoft Corp Technology	Reduced	328,256	-3,396	$121,510,523	−24.2%	13.40%
AVGO	Broadcom Inc. Technology	Reduced	259,591	-8,065	$80,346,010	−13.3%	8.86%
PLTR	Palantir Technologies Inc. Technology	Reduced	229,758	-8,889	$33,609,000	−20.8%	3.71%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	80,797	-3,761	$27,305,346	+6.3%	3.01%
AMD	Advanced Micro Devices Inc Technology	Added	125,773	+5,460	$25,586,001	−0.7%	2.82%
UBER	Uber Technologies, Inc Technology	Reduced	244,800	-8,718	$17,608,464	−15.0%	1.94%
MU	Micron Technology Inc Technology	Added	42,136	+7,834	$14,235,226	+45.4%	1.57%
ANET	Arista Networks, Inc. Technology	Added	115,609	+565	$14,194,473	−5.8%	1.57%
PANW	Palo Alto Networks Inc Technology	Reduced	88,226	-4,165	$14,144,392	−16.9%	1.56%
STX	Seagate Technology Holdings plc Technology	Reduced	29,042	-4,167	$11,377,493	+24.4%	1.25%
NOW	ServiceNow, Inc. Technology	Added	102,282	+20,402	$10,693,583	−14.7%	1.18%
IBM	International Business Machines Corp Technology	Added	39,843	+118	$9,657,544	−17.9%	1.07%
CRM	Salesforce, Inc. Technology	Added	50,428	+3,293	$9,413,394	−24.6%	1.04%
LRCX	Lam Research Corp Technology	Reduced	41,016	-3,163	$8,763,478	+15.9%	0.97%
ORCL	Oracle Corp Technology	Added	56,439	+254	$8,302,741	−24.2%	0.92%
ASML	Asml Holding NV Technology	Reduced	5,490	-1,145	$7,251,356	+2.2%	0.80%
SNPS	Synopsys Inc Technology	Reduced	18,283	-9,253	$7,248,843	−44.0%	0.80%
CSCO	Cisco Systems, Inc. Technology	Reduced	71,987	-808	$5,585,471	−0.4%	0.62%
AMAT	Applied Materials Inc /De Technology	Reduced	15,535	-1,853	$5,309,707	+18.8%	0.59%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	13,304	-88	$5,194,014	−17.3%	0.57%
ADP	Automatic Data Processing Inc Technology	Reduced	23,724	-5,219	$4,820,242	−35.3%	0.53%
TXN	Texas Instruments Inc Technology	Reduced	22,406	-1,937	$4,349,900	+3.0%	0.48%
INTC	Intel Corp Technology	Added	97,275	+62,207	$4,292,745	+231.7%	0.47%
DELL	Dell Technologies Inc. Technology	Reduced	21,821	-1,432	$3,581,480	+22.4%	0.40%
QCOM	Qualcomm Inc/De Technology	Reduced	27,801	-4,718	$3,580,212	−35.6%	0.39%
FSLR	First Solar, Inc. Technology	Reduced	13,811	-11,067	$2,724,357	−58.1%	0.30%
ADI	Analog Devices Inc Technology	Added	8,208	+522	$2,611,293	+25.3%	0.29%
FTNT	Fortinet, Inc. Technology	Reduced	27,862	-2,390	$2,276,882	−5.2%	0.25%
KLAC	Kla Corp Technology	Added	1,236	+30	$1,819,898	+24.2%	0.20%
TER	Teradyne, Inc Technology	Added	5,985	+285	$1,774,313	+60.8%	0.20%
ACN	Accenture plc Technology	Reduced	8,335	-2,464	$1,652,747	−43.0%	0.18%
GLW	Corning Inc /Ny Technology	Added	12,054	+2,385	$1,638,982	+93.6%	0.18%
SAP	Sap SE Technology	Added	9,272	+1,192	$1,587,459	−19.1%	0.18%
COHR	Coherent Corp. Technology	Added	6,573	+692	$1,565,754	+44.2%	0.17%
TENB	Tenable Holdings, Inc. Technology	Reduced	90,928	-19,880	$1,538,501	−41.0%	0.17%
SMCI	Super Micro Computer, Inc. Technology	Reduced	65,526	-5,274	$1,492,027	−28.0%	0.16%
WDC	Western Digital Corp Technology	Added	5,128	+885	$1,387,072	+89.8%	0.15%
INTU	Intuit Inc. Technology	Reduced	2,955	-4,789	$1,277,682	−75.1%	0.14%
SNDK	Sandisk Corp Technology	NEW	1,999	NEW	$1,270,044	NEW	0.14%
APH	Amphenol Corp /De/ Technology	Added	9,966	+718	$1,259,204	+0.8%	0.14%
PAYX	Paychex Inc Technology	Reduced	13,567	-680	$1,249,792	−21.8%	0.14%
ADBE	Adobe Inc. Technology	Reduced	5,100	-1,429	$1,239,708	−45.7%	0.14%
MRVL	Marvell Technology, Inc. Technology	Reduced	12,415	-1,661	$1,229,705	+2.8%	0.14%
RBRK	Rubrik, Inc. Technology	NEW	24,971	NEW	$1,222,829	NEW	0.13%
SHOP	Shopify Inc. Technology	Reduced	9,986	-5,174	$1,184,539	−51.5%	0.13%
APLD	Applied Digital Corp. Technology	Reduced	49,708	-2,648	$1,180,067	−8.1%	0.13%
MPWR	Monolithic Power Systems Inc Technology	Reduced	1,027	-35	$1,122,870	+16.7%	0.12%
CHKP	Check Point Software Technologies Ltd Technology	Added	7,250	+442	$1,035,662	−18.0%	0.11%