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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 21 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MPC MARATHON PETE CORP Energy 9,205.0 $1.5M 0.02% +5K +98.1% $162.63 +61.7%
402 FORTINET INC 18,850.0 $1.5M 0.02% +5K +32.4% $79.41
403 DDOG DATADOG INC Technology 10,971.0 $1.5M 0.02% +427.0 +4.0% $135.99 +58.2%
404 STZ CONSTELLATION BRANDS INC Consumer Defensive 10,801.0 $1.5M 0.02% +519.0 +5.0% $137.96 +6.2%
405 EEM ISHARES TR 27,226.0 $1.5M 0.02% +2K +8.4% $54.71 +19.6%
406 SYY SYSCO CORP Consumer Defensive 20,206.0 $1.5M 0.02% +3K +17.9% $73.69 +2.0%
407 CGCP CAPITAL GRP FIXED INCM ETF T 65,215.0 $1.5M 0.02% +8K +13.7% $22.64 -1.9%
408 PRU PRUDENTIAL FINL INC Financial Services 13,049.0 $1.5M 0.02% +168.0 +1.3% $112.88 -10.4%
409 LEIDOS HOLDINGS INC 8,109.0 $1.5M 0.02% +795.0 +10.9% $180.41
410 OSIS OSI SYSTEMS INC Technology 5,712.0 $1.5M 0.02% +894.0 +18.6% $255.06 -18.1%
411 SONY SONY GROUP CORP Technology 56,907.0 $1.5M 0.02% +33K +134.7% $25.60 -11.1%
412 UHS UNIVERSAL HLTH SVCS INC Healthcare 6,652.0 $1.5M 0.02% +1K +28.7% $218.01 -23.7%
413 VPU VANGUARD WORLD FD 7,822.0 $1.4M 0.02% +40.0 +0.5% $185.05 +4.3%
414 BR BROADRIDGE FINL SOLUTIONS IN Technology 6,469.0 $1.4M 0.02% +1K +29.5% $223.18 -33.1%
415 ENSG ENSIGN GROUP INC Healthcare 8,278.0 $1.4M 0.02% +2K +27.6% $174.20 +1.0%
416 SCHF SCHWAB STRATEGIC TR 59,957.0 $1.4M 0.02% +2K +3.0% $24.04 +13.0%
417 CL COLGATE PALMOLIVE CO Consumer Defensive 18,232.0 $1.4M 0.02% +3K +21.4% $79.02 +13.9%
418 FFSM FIDELITY COVINGTON TRUST 46,773.0 $1.4M 0.02% +17K +58.0% $30.69 +14.8%
419 PSX PHILLIPS 66 Energy 11,074.0 $1.4M 0.02% +2K +16.7% $129.04 +41.3%
420 NGG NATIONAL GRID PLC Utilities 18,331.0 $1.4M 0.02% +2K +10.6% $77.35 +8.8%
Page 21 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%