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Portfolio (Quarterly) Guide ↗

Prime Capital Investment Advisors, LLC

· CIK 0001731446
13F Portfolio $10.3B AUM 1,092 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 152 New 361 Added 505 Reduced 102 Exited
Page 6 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 SCHW PUT SCHWAB CHARLES CORP COM Financial Services 200 $16.0 SOLD
102 AIG PUT AMERICAN INTL GROUP INC COM NEW Financial Services 200 SOLD
Page 6 of 6  ·  102 positions
Sector Allocation
Technology 35.7%
Financial Services 18.3%
Industrials 9.9%
Consumer Cyclical 8.7%
Healthcare 7.7%
Communication Services 5.5%
Consumer Defensive 5.3%
Energy 3.9%
Utilities 3.1%
Real Estate 1.1%