1y return+22.2%S&P 500 +20.9%
3y return+38.4%S&P 500 +68.5%
5y return+35.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $172 against $232 in the S&P 500.2
PSI Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq | $54.2M | 12.6% | −11.6% |
| SPYMState Street | $48.2M | 11.2% | −12.3% |
| JEPQJpmorgan | $28.9M | 6.7% | −10.6% |
| KNGFirst Trust | $19.5M | 4.5% | −24.0% |
| DGROIshares Core | $16.8M | 3.9% | −5.0% |
| COWZPacer Us | $16.3M | 3.8% | −6.1% |
| BUFRFirst Trust | $14.7M | 3.4% | −16.4% |
| SPMDState Street | $14.0M | 3.3% | +1.3% |
| SDVYFirst Trust | $10.9M | 2.5% | −2.8% |
| PSCPrincipal Us | $10.7M | 2.5% | +1.5% |
| FTGCFirst Trust | $8.8M | 2.0% | +1.4% |
| BILState Street | $8.8M | 2.0% | −7.9% |
| QQQINeos Nasdaq | $8.6M | 2.0% | +47.1% |
| SPYGState Street | $8.2M | 1.9% | −3.8% |
| CALFPacer U S | $8.0M | 1.9% | −4.1% |
| AAPLApple Inc | $7.3M | 1.7% | −17.2% |
| XMMOInvesco S&p | $5.7M | 1.3% | +42.6% |
| LLYEli Lilly | $5.4M | 1.3% | −12.2% |
| PREFPrincipal Spectrum | $5.3M | 1.2% | −1.1% |
| MSFTMicrosoft Corp | $4.9M | 1.1% | +99.6% |
| IBTGIshares Ibonds | $4.8M | 1.1% | −38.8% |
| SPYINeos S&p | $4.7M | 1.1% | +1891.7% |
| ETEnergy Transfer | $4.2M | 1.0% | +2.9% |
| NVDANvidia Corp | $4.0M | 0.9% | −3.6% |
| XMHQInvesco S&p | $3.8M | 0.9% | −26.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | September 30, 2020 | +1378.8% | $4.0M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $2.1M |
| LLYEli Lilly | June 30, 2020 | +630.6% | $5.4M |
| AMDAdvanced Micro | December 31, 2020 | +533.4% | $2.4M |
| GOOGLAlphabet Inc | March 31, 2021 | +246.5% | $2.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $7.3M |
| QQQInvesco Qqq | June 30, 2020 | +197.4% | $54.2M |
| ETEnergy Transfer | June 30, 2020 | +168.6% | $4.2M |
| PFGPrincipal Financial | June 30, 2020 | +159.5% | $1.7M |
| SPYMState Street | June 30, 2020 | +142.4% | $48.2M |
Sold off last quarter
- SNSXXSchwab Us Treasury Money Investor was $1.2M
- Atlanticus HCUSIP 04914Y201 was $577K
- Navient CorpCUSIP 63938C405 was $469K
- Pitney Bowes IncCUSIP 724479506 was $454K
- Seritage GrowthCUSIP 81752R308 was $433K
- Triton InterCUSIP G9078F206 was $413K
- Acres CommerCUSIP 00489Q300 was $384K
- Armour ResidentiCUSIP 042315606 was $380K
- WHRWhirlpool Corp was $352K
- SWVXXSchwab Prime Advantage Money Investor was $277K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +5.1% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −4.5% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +4.7% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +0.7% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +5.8% | +8.3% |
| March 31, 2023 | +6.7% | +7.0% |
| December 31, 2022 | +6.5% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −15.8% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +8.4% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: PSI Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1779040&type=13F-HR&dateb=&owner=include&count=40CIK 1779040
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1779040/000177904026000004/Filed August 3, 2026 · accession 0001779040-26-000004