PSI Advisors, LLC

CIK 0001779040 · Q2 2026

13F Equity AUM

$430.5M

+3.6% QoQ

Positions

151

-5 QoQ

AUM Rank

#5,407

Top 43%

Skill Alpha (FF)

-1.7%/yr^ns

No Clear Edge

Rank #5,407 · Top 65%

vs S&P -3.2%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 38.9%Top 10: 54.4%Top 20: 70.9%

NDQ12.6%

SPYM11.2%

JEPQ6.7%

KNG4.5%

DGRO3.9%

COWZ3.8%

BUFR3.4%

SPMD3.3%

SDVY2.5%

PSC2.5%

Others (141)45.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services85.0%

Technology5.9%

Energy2.1%

Other7.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 151Median: 0.16%Avg: 0.66%

0–0.5%

117(18.3%)

0.5–1%

12(8.6%)

1–3%

14(23.7%)

3–5%

5(18.9%)

5%+

3(30.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 151vs 20 funds

0%Low

151

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New18Increased62Decreased65Exited23

New Positions

RDVI0.4%

+52K

SPACE EXPLORATION0.2%

+5K

BRK/B0.1%

+761

VOO0.1%

+458

UPS0.1%

+3K

JBL0.1%

+632

PEG0.1%

+3K

VGT0.1%

+2K

CRWV0.1%

+3K

FTSM0.1%

+4K

Increased

SPYI1.1%

+85K(+1892%)

QQQI2.0%

+49K(+47%)

LQTI0.2%

+16K(+71%)

QYLD0.3%

+13K(+20%)

IGV0.6%

+12K(+83%)

XMMO1.3%

+10K(+43%)

IWMI0.2%

+7K(+146%)

MDIV0.2%

+7K(+16%)

MSFT1.1%

+6K(+100%)

ET1.0%

+6K(+3%)

Decreased

IBTG1.1%

-132,607(-39%)

KNG4.5%

-121,858(-24%)

IBMO0.3%

-83,474(-63%)

BUFR3.4%

-79,106(-16%)

SPYM11.2%

-76,819(-12%)

JEPQ6.7%

-51,549(-10%)

IBMP0.3%

-41,705(-46%)

IBMQ0.3%

-36,800(-47%)

COWZ3.8%

-17,065(-6%)

XMHQ0.9%

-11,979(-26%)

Exited

-1,218,656

-26,408

-23,620

-26,026

-18,596

TRITON INTER

-18,379

-17,716

-18,765

-6,525

-276,901

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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