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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 8 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NNN NNN REIT Real Estate 4,501.0 $209K 0.05% NEW $46.53 -1.9%
142 ACWX ISHARES MSCI ACWI EX U.S. ETF 2,746.0 $209K 0.05% NEW $76.11 +2.4%
143 MS MORGAN STANLEY Financial Services 994.0 $208K 0.05% NEW $209.04 +2.4%
144 UFOX DEFIANCE SPACE 2,154.0 $205K 0.05% NEW $95.04 -13.5%
145 FDX FEDEX CORP Industrials 650.0 $204K 0.05% NEW $313.13 +7.3%
146 MRK MERCK & COMPANY Healthcare 1,583.0 $203K 0.05% NEW $128.50 +19.2%
147 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 5,532.0 $202K 0.05% NEW $36.60
148 QCOM QUALCOMM INC Technology 1,089.0 $201K 0.05% NEW $184.79 -11.4%
149 SG SWEETGREEN INC Consumer Cyclical 13,366.0 $118K 0.03% NEW $8.81 -22.2%
150 JPC NUVEEN PREFERRED INCOME Financial Services 14,411.0 $114K 0.03% NEW $7.88 -4.9%
151 ESPR ESPERION THERAPEUTICS Healthcare 11,172.0 $35K 0.01% NEW $3.16 +0.6%
Page 8 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%