PIA
Prakash Investment Advisors LLC Portfolio
Invests via Prakash Investment Advisors LLC | Managed by Prakash Devendranath Simha
Invests via Prakash Investment Advisors LLC
Managed by Prakash Devendranath Simha
Automatically Tracked
Company Profile
Registered investment advisory firm providing discretionary portfolio management and wealth-planning services to high-net-worth individuals and family offices. Prakash Investment Advisors LLC focuses on multi-asset strategies with an emphasis on tax-aware fixed income, equity selection, and cash-flow optimization for private clients. The firm positions itself as a boutique manager offering customized mandates, fiduciary governance, and performance reporting suited to conservative growth and income objectives.
Registered investment advisory firm providing discretionary portfolio management and wealth-planning services to high-net-worth individuals and family offices. Prakash Investment Advisors LLC focuses on multi-asset strategies with an emphasis on tax-aware fixed income, equity selection, and cash-flow optimization for private clients. The firm positions itself as a boutique manager offering customized mandates, fiduciary governance, and performance reporting suited to conservative growth and income objectives.
Investment Philosophy & Strategy
Boutique fiduciary multi-asset manager emphasizing tax-aware fixed income, selective equity investments, and cash-flow optimization for HNW families and family offices. Portfolios blend conservative total‑return orientation with liability-aware allocation, disciplined duration and credit risk controls, and targeted tax‑loss harvesting. Custom mandates prioritize predictable income, capital preservation, active security selection, low-to-moderate leverage, and transparent reporting to support long-term, after‑tax wealth accumulation.
Boutique fiduciary multi-asset manager emphasizing tax-aware fixed income, selective equity investments, and cash-flow optimization for HNW families and family offices. Portfolios blend conservative total‑return orientation with liability-aware allocation, disciplined duration and credit risk controls, and targeted tax‑loss harvesting. Custom mandates prioritize predictable income, capital preservation, active security selection, low-to-moderate leverage, and transparent reporting to support long-term, after‑tax wealth accumulation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
26.19%
Gain -0.17%
Monthly
1.17%
Yearly
14.99%
Drawdown
28.09%
$148.26M
Equity
Holdings
$148.26M
Investment
$127.26M
$23.8M
Profit -$410,677.46
Realized
$2.8M
Unrealized
$21M
Dividends
$383,832.22
Goals
Avg. 30% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$410,677.46
Win %
58%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$410,677.46
Win %
58%
This Month
Compared to last month
Gain
5.34%
Profit
$7.51M
Win %
58%
This Year
Compared to last year
Gain
-8.04%
Profit
-$12.84M
Win %
54%
SPOT Spotify Technology S.A.
+4.85%
+$177,599.92 
ISRG Intuitive Surgical, Inc.
+3.85%
+$29,140 
NFLX Netflix, Inc.
+2.9%
+$118,269.35 
NOW ServiceNow, Inc.
+2.05%
+$34,073.6 
ANET Arista Networks, Inc.
+1.51%
+$7,048.05 
SNOW Snowflake Inc.
+1.27%
+$6,862.32 
GOOGL Alphabet Inc
+0.91%
+$24,697.48 
TSLA Tesla, Inc.
+0.7%
+$30,187.63 
CEG Constellation Energy Corporation
+0.2%
+$1,943.96 
SNDK SanDisk Corporation
+0.1%
+$359.99 
SEI Solaris Energy Infrastructure Inc.
+0.07%
+$778 
LITE Lumentum Holdings Inc.
+0.07%
+$3,959.1 
ENPH Enphase Energy, Inc.
+0.06%
+$551.87 
NVT nVent Electric plc
+0.06%
+$205.2 
CLS Celestica Inc.
+0.05%
+$1,005.13 
CRDO Credo Technology Group Holding Ltd.
+0.04%
+$253 
AMAT Applied Materials, Inc.
+0.03%
+$318.36 
AMD Advanced Micro Devices, Inc.
+0.03%
+$530.73 
IREN IREN Limited
+0.02%
+$161.05 
MSTR Strategy Inc.
+0.02%
+$169.97 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.01%
+$13.35 
VST Vistra Corp
+0.01%
+$34.63 
APP AppLovin Corporation Class A Common Stock
0%
+$108.23 
MPWR Monolithic Power Systems, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
TOYO TOYO Co., Ltd.
-7.76%
-$13,062.15 
GLW Corning Incorporated
-4.78%
-$64,151.92 
BE Bloom Energy Corporation
-3.97%
-$292,020.17 
NVDA NVIDIA Corporation
-2.86%
-$323,814.48 
KLAC KLA Corporation
-2.71%
-$21,748.5 
AGX Argan Inc.
-2.69%
-$31,979.34 
AAPL Apple Inc.
-1.62%
-$115,144.77 
LRCX Lam Research Corporation
-1.59%
-$19,998.04 
ADI Analog Devices, Inc.
-1.54%
-$3,602.99 
FIX Comfort Systems USA, Inc.
-1.16%
-$49,275.12 
LEU Centrus Energy Corp.
-1.06%
-$2,740.5 
BKNG Booking Holdings Inc.
-0.72%
-$5,120.5 
AMBP Ardagh Metal Packaging S.A.
-0.2%
-$473.7 
AAOI Applied Optoelectronics, Inc.
-0.14%
-$703 
MEDP Medpace Holdings Inc.
-0.1%
-$359.88 
URI United Rentals, Inc.
-0.1%
-$1,136.72 
QBTS D-Wave Quantum Inc.
-0.1%
-$201.04 
LCID Lucid Group, Inc.
-0.07%
-$107.43 
RVI Robinhood Ventures Fund I
-0.07%
-$334.72 
AVGO Broadcom Inc.
-0.06%
-$3,090.51 
ORCL Oracle Corporation
-0.05%
-$153.61 
LLY Eli Lilly and Company
-0.05%
-$348.39 
HCA HCA Healthcare Inc.
-0.05%
-$119.99 
META Meta Platforms Inc Class A
-0.05%
-$3,282.92 
MA Mastercard Incorporated
-0.04%
-$512.03 
DDOG Datadog, Inc. Class A Common Stock
-0.03%
-$75.18 
GOOG Alphabet Inc
-0.02%
-$741.67 
CIEN Ciena Corporation
-0.02%
-$45.01 
PANW Palo Alto Networks, Inc.
-0.02%
-$89.59 
VRT Vertiv Holdings Co
-0.02%
-$726.18 
CVNA Carvana Co.
-0.02%
-$294.75 
MSFT Microsoft Corp.
-0.02%
-$421.22 
STRL Sterling Infrastructure, Inc.
-0.02%
-$327.76 
HOOD Robinhood Markets, Inc.
-0.02%
-$274.69 
WDC Western Digital Corporation
-0.02%
-$484.26 
AEIS Advanced Energy Industries Inc.
-0.01%
-$59.99 
AMZN Amazon.com Inc
-0.01%
-$1,100.48 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$903 
DELL Dell Technologies Inc.
-0.01%
-$28.39 
HD The Home Depot, Inc.
-0.01%
-$33 
SHOP Shopify Inc.
-0.01%
-$32.38 
PLTR Palantir Technologies Inc.
-0.01%
-$172.46 
UNH UnitedHealth Group Incorporated
-0.01%
-$19.99 
NBIS Nebius Group N.V.
-0.01%
-$110.49 
AXON Axon Enterprise, Inc.
0%
-$32.78 
MU Micron Technology, Inc.
0%
-$133.93 Events
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Dividends
Dividend Analysis
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| Trades 355 | Longs Won 187/355 52% | Profit Factor 2.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $511,590.77 |
| Average Win $245,183.74 | Best Trade (Aug 13) $4.54M | Sharpe Ratio -72.59 |
| Average Loss -$131,229.84 | Worst Trade (Aug 13) -$3.66M | Z-Score 0.59 (44.3%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $67,049.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 1,130 | 1,017 | 904 | 791 | 678 | 565 | 452 | 339 | 226 | 113 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 3,700 | $548,192 | $501,128 | - | -$47,064 | -8.59% | -0.14% |
| AAPL Apple Inc. | 22,711 | $5.69M | $7M | - | $1.31M | 23.1% | -1.618% |
| ADI Analog Devices, Inc. | 600 | $238,302 | $230,355 | - | -$7,947 | -3.33% | -1.54% |
| AEIS Advanced Energy Industries Inc. | 1,200 | $447,444 | $389,964 | - | -$57,480 | -12.85% | -0.015% |
| AGX Argan Inc. | 1,990 | $558,539.71 | $1.16M | - | $598,167.69 | 107.09% | -2.69% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 445 | $48,772 | $148,719 | - | $99,947 | 204.93% | +0.009% |
| AMAT Applied Materials, Inc. | 1,990 | $390,878.1 | $1.07M | - | $682,328.88 | 174.56% | +0.03% |
| AMBP Ardagh Metal Packaging S.A. | 47,370 | $200,848.8 | $238,271.1 | - | $37,422.3 | 18.63% | -0.198% |
| AMD Advanced Micro Devices, Inc. | 4,422 | $637,449.16 | $2.14M | - | $1.5M | 235.39% | +0.025% |
| AMZN Amazon.com Inc | 27,505 | $6.02M | $7.55M | - | $1.53M | 25.39% | -0.015% |
| ANET Arista Networks, Inc. | 2,473 | $380,232.98 | $473,628.96 | - | $93,395.98 | 24.56% | +1.511% |
| APP AppLovin Corporation Class A Common Stock | 10,910 | $7.75M | $3.78M | - | -$3.96M | -51.15% | +0.003% |
| AVGO Broadcom Inc. | 13,150 | $3.3M | $5.62M | - | $2.32M | 70.52% | -0.055% |
| AXON Axon Enterprise, Inc. | 6,550 | $3.94M | $3.74M | - | -$195,617.45 | -4.97% | -0.001% |
| BE Bloom Energy Corporation | 33,527 | $5.07M | $7.06M | - | $1.99M | 39.29% | -3.971% |
| BKNG Booking Holdings Inc. | 3,325 | $660,800.52 | $707,826 | - | $47,025.48 | 7.12% | -0.718% |
| CEG Constellation Energy Corporation | 3,600 | $1.19M | $973,548 | - | -$213,523.72 | -17.99% | +0.2% |
| CIEN Ciena Corporation | 500 | $245,280 | $206,149.99 | - | -$39,130.01 | -15.95% | -0.022% |
| CLS Celestica Inc. | 6,700 | $2.02M | $2.13M | - | $111,536.07 | 5.52% | +0.047% |
| CRDO Credo Technology Group Holding Ltd. | 2,300 | $625,485 | $575,000 | - | -$50,485 | -8.07% | +0.044% |
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FAQ
Which stocks have generated the highest profits for Prakash Investment Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.22M, ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $696,428.72, Argan Inc - $573,956.39, AppLovin Corporation Class A Common Stock - $562,259.12, and Lam Research Corporation - $554,193. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ServiceNow, Inc - $1.55M, Strategy Inc - $572,287, Oklo Inc - $384,981.82, Robinhood Markets, Inc - $316,689.66, and Lucid Group, Inc - $292,584.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Prakash Investment Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $383,832.22 earned over time. The largest contributors to dividend income include Apple Inc - $50,396.39, Broadcom Inc - $47,364, Meta Platforms Inc Class A - $44,819.26, Microsoft Corp - $36,972.24, and NVIDIA Corporation - $19,722.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Prakash Investment Advisors LLC's monthly returns?
Prakash Investment Advisors LLC's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Prakash Investment Advisors LLC's strategy be considered aggressive or moderate?
Prakash Investment Advisors LLC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Prakash Investment Advisors LLC's strategy?
Prakash Investment Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
