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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 38 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 DG DOLLAR GEN CORP NEW Consumer Defensive 2,446.0 $325K 0.01% +1K +76.6% $132.77 -20.0%
742 RKLB ROCKET LAB CORP Industrials 4,634.0 $323K 0.01% +1K +32.7% $69.76 +88.0%
743 STWD STARWOOD PPTY TR INC Real Estate 17,882.0 $322K 0.01% +5K +35.4% $18.01 -5.6%
744 NUE NUCOR CORP Basic Materials 1,967.0 $321K 0.01% +332.0 +20.3% $163.11 +38.9%
745 MWA MUELLER WTR PRODS INC Industrials 13,445.0 $320K 0.01% +87.0 +0.7% $23.82 +8.0%
746 SMR NUSCALE PWR CORP Utilities 22,534.0 $319K 0.01% +7K +44.5% $14.17 -26.0%
747 SOMNIGROUP INTERNATIONAL INC 3,573.0 $319K 0.01% +180.0 +5.3% $89.28
748 VFH VANGUARD WORLD FD 2,388.0 $319K 0.01% +13.0 +0.6% $133.49 -6.1%
749 GTLB GITLAB INC Technology 8,461.0 $318K 0.01% +601.0 +7.7% $37.53 -33.1%
750 FLOT ISHARES TR 6,223.0 $317K 0.01% +51.0 +0.8% $50.86 +0.2%
751 MMSI MERIT MED SYS INC Healthcare 3,590.0 $316K 0.01% +113.0 +3.2% $88.14 -27.8%
752 AFLG FIRST TR EXCHNG TRADED FD VI 7,987.0 $312K 0.01% +309.0 +4.0% $39.10 +9.3%
753 EXACT SCIENCES CORP 3,058.0 $311K 0.01% +111.0 +3.8% $101.56
754 BAX BAXTER INTL INC Healthcare 16,085.0 $307K 0.01% +2K +17.9% $19.11 -4.1%
755 VIRT VIRTU FINL INC Financial Services 9,218.0 $307K 0.01% +3K +41.9% $33.32 +65.3%
756 FSMD FIDELITY COVINGTON TRUST 6,924.0 $306K 0.01% +268.0 +4.0% $44.13 +9.3%
757 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,722.0 $304K 0.01% +660.0 +62.1% $176.47 -19.8%
758 RGA REINSURANCE GRP OF AMERICA I Financial Services 1,490.0 $303K 0.01% +52.0 +3.6% $203.39 +5.7%
759 OKTA OKTA INC Technology 3,494.0 $302K 0.01% +77.0 +2.2% $86.47 +0.7%
760 CTRE CARETRUST REIT INC Real Estate 8,319.0 $301K 0.01% +2K +24.4% $36.16 +14.8%
Page 38 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%