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Portfolio (Quarterly) Guide ↗

PRINCIPAL SECURITIES, INC.

· CIK 0000012600
13F Portfolio $6.5B AUM 1,345 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 877 Added 374 Reduced 2399 Exited
Page 10 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CRWD CROWDSTRIKE HLDGS INC Technology 10,477.0 $4.9M 0.08% +320.0 +3.1% $468.76 +31.6%
182 BUCK SIMPLIFY EXCHANGE TRADED FUN 204,192.0 $4.8M 0.07% +82K +67.1% $23.71 -0.6%
183 JEPQ J P MORGAN EXCHANGE TRADED F 83,160.0 $4.8M 0.07% +12K +17.7% $58.12 +3.2%
184 ASML ASML HOLDING N V Technology 4,465.0 $4.8M 0.07% +926.0 +26.2% $1069.95 +44.9%
185 MCK MCKESSON CORP Healthcare 5,702.0 $4.7M 0.07% +50.0 +0.9% $820.36 -7.1%
186 BDX BECTON DICKINSON &CO Healthcare 23,951.0 $4.6M 0.07% +2K +11.0% $194.07 -24.3%
187 JMUB J P MORGAN EXCHANGE TRADED F 91,651.0 $4.6M 0.07% +1K +1.6% $50.50 -1.2%
188 ROBO EXCHANGE TRADED CONCEPTS TRU 66,589.0 $4.6M 0.07% +4K +6.0% $69.31 +21.3%
189 APH AMPHENOL CORP NEW Technology 33,789.0 $4.6M 0.07% +3K +10.9% $135.14 -8.9%
190 CGSM CAPITAL GRP FIXED INCM ETF T 171,564.0 $4.5M 0.07% +73K +74.4% $26.34 -0.3%
191 PDI PIMCO DYNAMIC INCOME FD Financial Services 254,451.0 $4.5M 0.07% +10K +4.3% $17.71 -5.6%
192 XLK SELECT SECTOR SPDR TR 30,876.0 $4.4M 0.07% +16K +102.0% $143.97 +23.0%
193 AGGH SIMPLIFY EXCHANGE TRADED FUN 213,832.0 $4.4M 0.07% +71K +49.5% $20.70 -2.5%
194 AIRR FIRST TR EXCHANGE TRADED FD 44,454.0 $4.4M 0.07% +21K +90.2% $98.32 +27.5%
195 CHKP CHECK POINT SOFTWARE TECH LT Technology 23,460.0 $4.4M 0.07% +3K +13.3% $185.56 -32.1%
196 ITM VANECK ETF TRUST 91,826.0 $4.3M 0.07% +6K +6.6% $47.16 -1.5%
197 CDNS CADENCE DESIGN SYSTEM INC Technology 13,842.0 $4.3M 0.07% +1K +12.1% $312.57 +12.3%
198 CIBR FIRST TR EXCHANGE TRADED FD 60,531.0 $4.3M 0.07% +1K +1.8% $71.45 +14.3%
199 APP APPLOVIN CORP Technology 6,414.0 $4.3M 0.07% +83.0 +1.3% $673.79 -28.4%
200 NOCT INNOVATOR ETFS TRUST 74,250.0 $4.3M 0.07% +10K +15.3% $57.92 +6.7%
Page 10 of 44  ·  877 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 20.5%
Consumer Cyclical 10.7%
Communication Services 10.0%
Healthcare 9.5%
Industrials 8.6%
Consumer Defensive 4.5%
Energy 2.8%
Utilities 2.0%
Real Estate 1.5%