PSI Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
167
Total value ($000)
$417,506
Net value change ($000)
+19,363 (4.9%)
New positions
33
Sold out positions
7
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FTGC 9,182 NEW
CALF 7,120 2918.0%
BIL 5,229 122.1%
XMHQ 4,419 1601.1%
KNG 3,547 16.8%
NVDA 3,389 1621.5%
IXC 1,926 NEW
WCMI 1,635 NEW
QQQI 1,431 38.6%
AGG 1,316 119.4%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -47,289 -97.6%
BUFR -18,715 -97.8%
SPMD -9,765 -90.7%
SPTI -9,273 -90.5%
TLT -6,181 -100.0%
SPYG -6,017 -88.3%
QQQ -2,216 -4.4%
SPYV -2,003 -79.0%
LLY -1,214 -20.4%
IBMP -1,030 -30.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type