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Portfolio (Quarterly) Guide ↗

PSI Advisors, LLC

· CIK 0001779040
13F Portfolio $430M AUM 151 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 151 New
Page 7 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SBUX STARBUCKS CORP Consumer Cyclical 2,957.0 $302K 0.07% NEW $102.19 +6.2%
122 TYG TORTOISE ENERGY Financial Services 7,035.0 $302K 0.07% NEW $42.87 +1.1%
123 AVGO BROADCOM INC Technology 798.0 $301K 0.07% NEW $377.75 -5.9%
124 PG PROCTER & GAMBLE Consumer Defensive 1,888.0 $277K 0.06% NEW $146.64 -1.1%
125 GOVT ISHARES U.S. TREASURY BOND ETF 11,921.0 $272K 0.06% NEW $22.78 -1.0%
126 MBB ISHARES MBS ETF 2,727.0 $258K 0.06% NEW $94.52 -1.0%
127 CRWV COREWEAVE INC Technology 2,539.0 $253K 0.06% NEW $99.54 -11.6%
128 PEG PUBLIC SERVICE Utilities 3,086.0 $250K 0.06% NEW $81.16 -8.8%
129 OKE ONEOK INC Energy 2,875.0 $250K 0.06% NEW $86.94 +9.2%
130 VGT VANGUARD INFORMATION 2,072.0 $248K 0.06% NEW $119.52 -1.3%
131 IBDS ISHARES IBONDS 10,150.0 $246K 0.06% NEW $24.22 -0.0%
132 LMT LOCKHEED MARTIN Industrials 482.0 $246K 0.06% NEW $509.46 +11.0%
133 JBL JABIL INC Technology 632.0 $244K 0.06% NEW $385.48 -19.3%
134 GIS GENERAL MILLS Consumer Defensive 6,850.0 $238K 0.06% NEW $34.80 +15.2%
135 XLK STATE STREET 1,191.0 $227K 0.05% NEW $190.52 -4.0%
136 VLYPN VALLEY NATIONAL 15,250.0 $223K 0.05% NEW $14.65
137 SLB SLB LTD Energy 4,745.0 $221K 0.05% NEW $46.49 +15.3%
138 FTSM FIRST TRUST 3,634.0 $217K 0.05% NEW $59.73 +0.3%
139 BAI ISHARES A I 4,029.0 $212K 0.05% NEW $52.72 -16.1%
140 DIS WALT DISNEY Communication Services 2,190.0 $211K 0.05% NEW $96.23 +13.9%
Page 7 of 8  ·  151 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 49.3%
Technology 21.0%
Healthcare 6.9%
Energy 6.9%
Consumer Cyclical 4.6%
Communication Services 4.5%
Industrials 3.8%
Consumer Defensive 1.9%
Utilities 0.9%
Real Estate 0.2%