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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 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 TFC PUT TRUIST FINL CORP COM Financial Services 100 $39.0 SOLD
82 MCD PUT MCDONALDS CORP COM Consumer Cyclical 100 $21.0 SOLD
83 DAL PUT DELTA AIR LINES INC DEL COM NEW Industrials 100 $19.0 SOLD
84 MCD CALL MCDONALDS CORP COM Consumer Cyclical 100 SOLD
Page 5 of 5  ·  84 positions
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%