Portfolio (Quarterly) Guide ↗

Prime Capital Investment Advisors, LLC

· CIK 0001731446

13F Portfolio $8.2B AUM 1,044 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 88 New 396 Added 414 Reduced 84 Exited

Page 2 of 5 · 84 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	OKTA	OKTA INC CL A	Technology	3,173	$291K	0.00%	SOLD
22	NVG	NUVEEN AMT FREE MUN CR INC F COM	Financial Services	23,020	$283K	0.00%	SOLD
23	INFY	INFOSYS LTD SPONSORED ADR	Technology	16,930	$275K	0.00%	SOLD
24	VRSN	VERISIGN INC COM	Technology	981	$274K	0.00%	SOLD
25	SPMD	SPDR SERIES TRUST PORTFOLIO S&P400	—	4,782	$273K	0.00%	SOLD
26	NZF	NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT	Financial Services	21,149	$266K	0.00%	SOLD
27	—	ISHARES TR IBONDS 25 TRM TS	—	11,256	$263K	0.00%	SOLD
28	CRWD CALL	CROWDSTRIKE HLDGS INC CL A	Technology	3,000	$257K	0.00%	SOLD
29	HPQ	HP INC COM	Technology	9,057	$247K	0.00%	SOLD
30	CORT	CORCEPT THERAPEUTICS INC COM	Healthcare	2,944	$245K	0.00%	SOLD
31	VITL	VITAL FARMS INC COM	Consumer Defensive	5,926	$244K	0.00%	SOLD
32	VAC	MARRIOTT VACATIONS WORLDWIDE COM	Consumer Cyclical	3,592	$239K	0.00%	SOLD
33	GPN	GLOBAL PMTS INC COM	Industrials	2,871	$238K	0.00%	SOLD
34	AXON	AXON ENTERPRISE INC COM	Industrials	325	$233K	0.00%	SOLD
35	TROW	PRICE T ROWE GROUP INC COM	Financial Services	2,251	$231K	0.00%	SOLD
36	BLSH	BULLISH ORD SHS	Technology	3,566	$227K	0.00%	SOLD
37	—	STEELCASE INC CL A	—	13,159	$226K	0.00%	SOLD
38	AAON	AAON INC COM PAR $0.004	Industrials	2,388	$223K	0.00%	SOLD
39	FIG	FIGMA INC CLASS A COM STK	Technology	4,183	$217K	0.00%	SOLD
40	SUI	SUN CMNTYS INC COM	Real Estate	1,677	$216K	0.00%	SOLD

Page 2 of 5 · 84 positions

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Sector Allocation

Technology 33.0%

Financial Services 19.5%

Consumer Cyclical 9.5%

Industrials 8.5%

Communication Services 8.5%

Healthcare 8.0%

Consumer Defensive 5.5%

Energy 3.9%

Utilities 2.1%

Real Estate 1.1%