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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 42 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 RMD RESMED INC Healthcare 995.0 $240K 0.00% +136.0 +15.8% $240.88 -16.2%
822 GLPI GAMING &LEISURE PPTYS INC Real Estate 5,343.0 $239K 0.00% +298.0 +5.9% $44.69 +3.8%
823 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 913.0 $236K 0.00% +63.0 +7.4% $258.65 +35.9%
824 AXTA AXALTA COATING SYS LTD Basic Materials 7,292.0 $236K 0.00% +511.0 +7.5% $32.31 -14.5%
825 L LOEWS CORP Financial Services 2,225.0 $234K 0.00% +14.0 +0.6% $105.31 +0.5%
826 TWLO TWILIO INC Communication Services 1,645.0 $234K 0.00% +247.0 +17.7% $142.24 +39.4%
827 DJT TRUMP MEDIA &TECHNOLOGY GRO Communication Services 17,623.0 $233K 0.00% +3K +17.8% $13.24 -34.5%
828 BLES NORTHERN LTS FD TR IV 5,387.0 $233K 0.00% +398.0 +8.0% $43.21 +8.7%
829 NEBIUS GROUP N.V. 2,770.0 $232K 0.00% +1K +79.9% $83.71
830 FEMS FIRST TR EXCH TRD ALPHDX FD 5,489.0 $231K 0.00% +57.0 +1.1% $42.10 +10.4%
831 CVNA CARVANA CO Consumer Cyclical 547.0 $231K 0.00% +67.0 +14.0% $422.33 -84.1%
832 WDAY WORKDAY INC Technology 1,073.0 $230K 0.00% +60.0 +5.9% $214.78 -41.8%
833 FOX FOX CORP Communication Services 3,521.0 $229K 0.00% +179.0 +5.4% $64.93 -10.9%
834 SANDISK CORP 956.0 $227K 0.00% +633.0 +196.0% $237.38
835 EVTC EVERTEC INC Technology 7,783.0 $226K 0.00% +6K +242.7% $29.09 -18.8%
836 MEDP MEDPACE HLDGS INC Healthcare 400.0 $225K 0.00% +6.0 +1.5% $561.65 -26.1%
837 PTL NORTHERN LTS FD TR IV 898.0 $223K 0.00% +260.0 +40.8% $248.19 +11.1%
838 MMS MAXIMUS INC Industrials 2,575.0 $222K 0.00% +2K +445.6% $86.30 -31.2%
839 TILE INTERFACE INC Consumer Cyclical 7,879.0 $220K 0.00% +6K +237.9% $27.92 +0.5%
840 PCOR PROCORE TECHNOLOGIES INC Technology 3,023.0 $220K 0.00% +490.0 +19.3% $72.74 -36.3%
Page 42 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%