PREMIER INVESTMENT ADVISORS, INC.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Not measured yet. Quarters are measured from the first covered 13F quarter, once each filing window closes.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
35 common stock positions · as of Sep 30, 2026Sector Breakdown
Common stock positions · as of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 18.5% | $10,216,466 |
| Energy | 18.2% | $10,044,210 |
| Unclassified | 18.0% | $9,951,440 |
| Financial Services | 11.7% | $6,467,477 |
| Industrials | 7.4% | $4,109,988 |
| Healthcare | 6.9% | $3,788,944 |
| Utilities | 5.7% | $3,146,005 |
| Communication Services | 4.9% | $2,732,105 |
| Consumer Cyclical | 4.6% | $2,531,862 |
| Consumer Defensive | 2.9% | $1,586,282 |
| Basic Materials | 1.2% | $690,760 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 13,947 | $4,614,086 | 8.35% | |
| NVDA |
Nvidia Corp
Technology
|
First | 14,982 | $3,421,589 | 6.19% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 4,186 | $3,096,677 | 5.60% | |
| CMI |
Cummins Inc
Industrials
|
First | 5,944 | $3,070,492 | 5.56% | |
| FRO |
Frontline plc
Energy
|
First | 61,095 | $3,010,150 | 5.45% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 10,567 | $2,797,507 | 5.06% | |
| GLD |
Spdr Gold Trust
|
First | 7,030 | $2,677,305 | 4.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 10,162 | $2,531,862 | 4.58% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 5,037 | $2,297,829 | 4.16% | |
| VOO |
VANGUARD 500 INDEX FUND
|
First | 3,252 | $2,279,196 | 4.12% | |
| VLO |
Valero Energy Corp
Energy
|
First | 5,674 | $2,199,299 | 3.98% | |
| MPC |
Marathon Petroleum Corp
Energy
|
First | 5,542 | $2,191,417 | 3.97% | |
| SWX |
Southwest Gas Holdings, Inc.
Utilities
|
First | 25,868 | $2,109,276 | 3.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 5,628 | $1,936,482 | 3.50% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 18,428 | $1,586,282 | 2.87% | |
| CVX |
Chevron Corp
Energy
|
First | 7,194 | $1,469,086 | 2.66% | |
| C |
Citigroup Inc
Financial Services
|
First | 10,055 | $1,301,921 | 2.36% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
First | 20,686 | $1,264,535 | 2.29% | |
| ET |
Energy Transfer LP
Energy
|
First | 59,396 | $1,174,258 | 2.12% | |
| PH |
Parker-Hannifin Corp
Industrials
|
First | 1,088 | $1,039,496 | 1.88% | |
| CNP |
Centerpoint Energy Inc
Utilities
|
First | 28,172 | $1,036,729 | 1.88% | |
| AAPL |
Apple Inc.
Technology
|
First | 3,051 | $1,016,044 | 1.84% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,678 | $940,486 | 1.70% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
First | 3,373 | $795,623 | 1.44% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 664 | $768,301 | 1.39% | |
| TFPM |
Triple Flag Precious Metals Corp.
Basic Materials
|
First | 22,420 | $690,760 | 1.25% | |
| APH |
Amphenol Corp
Technology
|
First | 7,981 | $672,798 | 1.22% | |
| DIVD |
Altrius Global Dividend ETF
|
First | 14,856 | $633,727 | 1.15% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 3,331 | $623,063 | 1.13% | |
| ADP |
Automatic Data Processing Inc
Technology
|
First | 2,250 | $580,635 | 1.05% | |
| MA |
Mastercard Inc
Financial Services
|
First | 1,000 | $551,470 | 1.00% | |
| MSFT |
Microsoft Corp
Technology
|
First | 799 | $409,807 | 0.74% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
First | 1,578 | $254,215 | 0.46% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 853 | $223,136 | 0.40% | |
|
|
First | 6,460 | $0 | 0.00% |
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.