Prism Advisors, Inc. reported 14 positions worth $4.57M for the quarter ended Sep 30, 2026, up 11.9% on the prior quarter. It opened 3 new positions, added to 0, trimmed 0 and exited 3. Its largest holding is Apple Inc. at 29.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 3,927 | $1.34M | 29.24% | 0 | 0.0% | Unchanged | 0% |
| 2 | NVDA Nvidia Corp | Technology | 3,174 | $731.45K | 16% | 0 | 0.0% | Unchanged | 0% |
| 3 | GLD Spdr Gold Trust | Financial Services | 1,500 | $567.93K | 12.42% | 0 | 0.0% | Unchanged | 0% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 750 | $383.29K | 8.38% | 0 | 0.0% | Unchanged | 0% |
| 5 | JNJ Johnson & Johnson | Healthcare | 1,025 | $262.89K | 5.75% | 0 | 0.0% | Unchanged | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 941 | $239.07K | 5.23% | 0 | 0.0% | Unchanged | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 666 | $231.96K | 5.07% | 0 | 0.0% | Unchanged | 0% |
| 8 | ZM Zoom Communications, Inc. | Technology | 2,315 | $219.16K | 4.79% | +2,315 | – | New | 0% |
| 9 | JCI Johnson Controls International plc | Industrials | 1,360 | $209.44K | 4.58% | +1,360 | – | New | 0% |
| 10 | DLX Deluxe Corp | Technology | 8,700 | $200.54K | 4.39% | 0 | 0.0% | Unchanged | 0.02% |
| 11 | XRX Xerox Holdings Corp | Industrials | 29.1K | $84.89K | 1.86% | 0 | 0.0% | Unchanged | 0.02% |
| 12 | DELL Dell Technologies Inc. | Technology | 120 | $68.95K | 1.51% | +120 | – | New | 0% |
| 13 | BGS B&G Foods, Inc. | Consumer Staples | 11.9K | $31.18K | 0.682% | 0 | 0.0% | Unchanged | 0.01% |
| 14 | XRXDW Xerox Holdings Corp | Industrials | 15.5K | $4.04K | 0.088% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Prism Advisors.
As of its Q3 2026 13F filing, Prism Advisors, Inc.’s five largest positions were Apple Inc. (AAPL) at 29.2%, Nvidia Corp (NVDA) at 16.0%, Spdr Gold Trust (GLD) at 12.4%, Berkshire Hathaway Inc (BRK-B) at 8.4%, Johnson & Johnson (JNJ) at 5.8% of the reported portfolio.
Prism Advisors, Inc. reported a 13F portfolio worth $4.57M across 14 positions for Q3 2026. That is up 11.9% from the previous quarter.
Its largest purchases by value were Zoom Communications, Inc. ($219.16K), Johnson Controls International plc ($209.44K), Dell Technologies Inc. ($68.95K). It opened 3 new positions.
Its largest sales by value were Innovative Industrial Properties Inc ($223.07K), Intel Corp ($62.55K), Tesla, Inc. ($27.76K). It exited 3 positions entirely.
From the Form 13F-HR reports Prism Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.