PSI Advisors, LLC

CIK

1779040

Location

TAMPA, FL

Portfolio Value

Small $111,719,031

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,440 / 8,603 ▲ 87 · as of Mar 2026

Top Industry

Consumer Electronics 12.3%

3Y Alpha vs SPY

+2.6%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+88.3%

SPY

+76.0%

Annualised alpha

+2.8%

Max drawdown

−21.8%

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

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

Top Position

43.0%

−4.0 pts

Top 5

61.1%

−4.2 pts

Top 10

70.6%

−3.7 pts

HHI

1,982

Moderately concentrated−360

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.6%	$48,667,292	3
Technology	19.3%	$21,588,918	13
Energy	8.2%	$9,167,957	9
Healthcare	6.3%	$7,054,310	6
Consumer Cyclical	5.8%	$6,424,396	8
Communication Services	4.6%	$5,176,409	5
Financial Services	4.6%	$5,112,053	8
Industrials	3.9%	$4,375,982	6
Consumer Defensive	2.5%	$2,771,165	4
Utilities	0.8%	$841,473	2
Real Estate	0.5%	$539,076	1

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
VZ	Verizon Communications Inc	+3,752	26,499	$1,330,249
GIS	General Mills Inc	+2,000	6,850	$254,957
ORCL	Oracle Corp	+1,952	7,706	$1,133,629
NFLX	Netflix Inc	+1,450	4,806	$462,096
PFG	Principal Financial Group Inc	+1,388	15,069	$1,357,867
CIEN	Ciena Corp	+1,250	6,326	$2,455,942
SG	Sweetgreen, Inc.	+1,155	13,429	$69,696
UBER	Uber Technologies, Inc	+1,124	12,298	$884,595
AAPL	Apple Inc.	+993	30,565	$7,757,090
C	Citigroup Inc	+600	4,052	$459,537
WHR	Whirlpool Corp /De/	+560	6,525	$351,828
JPM	Jpmorgan Chase & Co	+480	4,451	$1,309,306
AMZN	Amazon Com Inc	+465	9,887	$2,059,165
PFE	Pfizer Inc	+400	14,205	$398,876
MCD	Mcdonalds Corp	+335	4,296	$1,335,153
UNH	Unitedhealth Group Inc	+300	1,428	$386,402
GOOGL	Alphabet Inc.	+280	7,299	$2,098,900
TGT	Target Corp	+225	5,320	$644,784
META	Meta Platforms, Inc.	+200	1,875	$1,072,743
NNN	Nnn REIT, Inc.	+174	12,826	$539,076
MSFT	Microsoft Corp	+168	6,517	$2,412,397
ADBE	Adobe Inc.	+160	1,700	$413,236
HD	Home Depot, Inc.	+142	2,142	$704,482
CAT	Caterpillar Inc	+107	1,685	$1,193,755
SPY	Spdr S&P 500 ETF Trust	+40	558	$362,889
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−6,427	83,261	$48,056,578
TRMD	TORM plc	−1,964	57,737	$1,610,862
CVX	Chevron Corp	−1,840	6,503	$1,345,470
LLY	ELI LILLY & Co	−389	5,135	$4,723,017
FDX	Fedex Corp	−380	641	$183,973
DE	Deere & Co	−355	2,250	$1,267,425
SLV	iShares Silver Trust	−348	3,637	$247,825
NVDA	Nvidia Corp	−254	20,629	$3,597,697
ET	Energy Transfer LP	−225	212,710	$4,105,303
MU	Micron Technology Inc	−210	1,300	$439,192
PLTR	Palantir Technologies Inc.	−119	4,225	$618,033
TSLA	Tesla, Inc.	−108	3,461	$1,286,626
SUN	Sunoco LP	−91	8,801	$571,800
IEP	Icahn Enterprises L.P.	−65	18,356	$138,587
ABBV	AbbVie Inc.	−54	3,718	$808,627
LOW	Lowes Companies Inc	−50	1,492	$352,529
WMT	Walmart Inc.	−17	13,051	$1,621,977
IBM	International Business Machines Corp	−12	2,159	$523,320
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
ATLC	Atlanticus Holdings Corp	26,408	$577,014
COP	Conocophillips	1,921	$253,572
TYG	Tortoise Energy Infrastructure Corp	4,988	$248,651
SLB	Slb Limited/Nv	4,677	$240,351
MRK	Merck & Co., Inc.	1,818	$218,687
BA	Boeing Co	1,057	$210,374
JPC	Nuveen Preferred & Income Opportunities Fund	15,861	$119,591
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
CVS	CVS HEALTH Corp	3,586	$284,584
TTD	Trade Desk, Inc.	6,620	$251,295
CRM	Salesforce, Inc.	825	$218,550
QCOM	Qualcomm Inc/De	1,189	$203,378
ESPR	Esperion Therapeutics, Inc.	22,344	$82,672
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 positions · $111,719,031 total · as of Mar 31, 2026

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

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	83,261	-6,427	$48,056,578	−12.8%	43.02%
AAPL	Apple Inc. Technology	Added	30,565	+993	$7,757,090	−3.5%	6.94%
LLY	ELI LILLY & Co Healthcare	Reduced	5,135	-389	$4,723,017	−20.4%	4.23%
ET	Energy Transfer LP Energy	Reduced	212,710	-225	$4,105,303	+16.9%	3.67%
NVDA	Nvidia Corp Technology	Reduced	20,629	-254	$3,597,697	−7.6%	3.22%
CIEN	Ciena Corp Technology	Added	6,326	+1,250	$2,455,942	+106.9%	2.20%
MSFT	Microsoft Corp Technology	Added	6,517	+168	$2,412,397	−21.4%	2.16%
GOOGL	Alphabet Inc. Communication Services	Added	7,299	+280	$2,098,900	−4.5%	1.88%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,887	+465	$2,059,165	−5.3%	1.84%
WMT	Walmart Inc. Consumer Defensive	Reduced	13,051	-17	$1,621,977	+11.4%	1.45%
TRMD	TORM plc Energy	Reduced	57,737	-1,964	$1,610,862	+37.8%	1.44%
PFG	Principal Financial Group Inc Financial Services	Added	15,069	+1,388	$1,357,867	+12.5%	1.22%
CVX	Chevron Corp Energy	Reduced	6,503	-1,840	$1,345,470	+5.8%	1.20%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,296	+335	$1,335,153	+10.3%	1.20%
VZ	Verizon Communications Inc Communication Services	Added	26,499	+3,752	$1,330,249	+43.6%	1.19%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,451	+480	$1,309,306	+2.3%	1.17%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,461	-108	$1,286,626	−19.8%	1.15%
DE	Deere & Co Industrials	Reduced	2,250	-355	$1,267,425	+4.5%	1.13%
AME	Ametek Inc/ Industrials	Held	5,734	0	$1,229,140	+4.4%	1.10%
CAT	Caterpillar Inc Industrials	Added	1,685	+107	$1,193,755	+32.1%	1.07%
ORCL	Oracle Corp Technology	Added	7,706	+1,952	$1,133,629	+1.1%	1.01%
META	Meta Platforms, Inc. Communication Services	Added	1,875	+200	$1,072,743	−3.0%	0.96%
UBER	Uber Technologies, Inc Technology	Added	12,298	+1,124	$884,595	−3.1%	0.79%
AMD	Advanced Micro Devices Inc Technology	Held	4,254	0	$865,391	−5.0%	0.77%
ABBV	AbbVie Inc. Healthcare	Reduced	3,718	-54	$808,627	−6.2%	0.72%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,142	+142	$704,482	+2.4%	0.63%
MA	Mastercard Inc Financial Services	Held	1,332	0	$665,547	−12.5%	0.60%
EPD	Enterprise Products Partners L.P. Energy	Held	17,204	0	$650,999	+18.0%	0.58%
TGT	Target Corp Consumer Defensive	Added	5,320	+225	$644,784	+29.5%	0.58%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,225	-119	$618,033	−20.0%	0.55%
ATLC	Atlanticus Holdings Corp Financial Services	NEW	26,408	NEW	$577,014	NEW	0.52%
SUN	Sunoco LP Energy	Reduced	8,801	-91	$571,800	+22.7%	0.51%
NNN	Nnn REIT, Inc. Real Estate	Added	12,826	+174	$539,076	+7.5%	0.48%
IBM	International Business Machines Corp Technology	Reduced	2,159	-12	$523,320	−18.6%	0.47%
JNJ	Johnson & Johnson Healthcare	Held	2,122	0	$518,701	+18.1%	0.46%
SO	Southern Co Utilities	Held	5,214	0	$503,255	+10.7%	0.45%
NFLX	Netflix Inc Communication Services	Added	4,806	+1,450	$462,096	+46.9%	0.41%
C	Citigroup Inc Financial Services	Added	4,052	+600	$459,537	+14.1%	0.41%
MU	Micron Technology Inc Technology	Reduced	1,300	-210	$439,192	+1.9%	0.39%
ADBE	Adobe Inc. Technology	Added	1,700	+160	$413,236	−23.3%	0.37%
PFE	Pfizer Inc Healthcare	Added	14,205	+400	$398,876	+16.0%	0.36%
UNH	Unitedhealth Group Inc Healthcare	Added	1,428	+300	$386,402	+3.8%	0.35%
VLY	Valley National Bancorp Financial Services	Held	30,500	0	$374,540	+5.1%	0.34%
SPY	Spdr S&P 500 ETF Trust	Added	558	+40	$362,889	+2.7%	0.32%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,492	-50	$352,529	−5.2%	0.32%
WHR	Whirlpool Corp /De/ Consumer Cyclical	Added	6,525	+560	$351,828	−18.2%	0.31%
DUK	Duke Energy CORP Utilities	Held	2,583	0	$338,218	+11.7%	0.30%
LMT	Lockheed Martin Corp Industrials	Added	482	+12	$291,315	+28.1%	0.26%
SBUX	Starbucks Corp Consumer Cyclical	Held	2,957	0	$264,917	+6.4%	0.24%
GIS	General Mills Inc Consumer Defensive	Added	6,850	+2,000	$254,957	+13.1%	0.23%