Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1981 | PBP | INVESCO EXCHANGE TRADED FD T | — | 65 | $1K | — | SOLD |
| 1982 | OSW | ONESPAWORLD HOLDINGS LIMITED | Consumer Cyclical | 68 | $1K | — | SOLD |
| 1983 | ACHC | ACADIA HEALTHCARE COMPANY IN | Healthcare | 58 | $1K | — | SOLD |
| 1984 | CANC | TEMA ETF TRUST | — | 50 | $1K | — | SOLD |
| 1985 | WB | WEIBO CORP | Communication Services | 114 | $1K | — | SOLD |
| 1986 | MLAB | MESA LABS INC | Technology | 21 | $1K | — | SOLD |
| 1987 | FOR | FORESTAR GROUP INC | Real Estate | 52 | $1K | — | SOLD |
| 1988 | TINY | PROSHARES TR | — | 27 | $1K | — | SOLD |
| 1989 | — | CALUMET INC | — | 75 | $1K | — | SOLD |
| 1990 | XNTK | SPDR SERIES TRUST | — | 5 | $1K | — | SOLD |
| 1991 | — | METSERA INC | — | 26 | $1K | — | SOLD |
| 1992 | KROS | KEROS THERAPEUTICS INC | Healthcare | 86 | $1K | — | SOLD |
| 1993 | CRAK | VANECK ETF TRUST | — | 37 | $1K | — | SOLD |
| 1994 | PBF | PBF ENERGY INC | Energy | 45 | $1K | — | SOLD |
| 1995 | SWBI | SMITH &WESSON BRANDS INC | Industrials | 138 | $1K | — | SOLD |
| 1996 | VIV | TELEFONICA BRASIL SA | Communication Services | 106 | $1K | — | SOLD |
| 1997 | — | ALT5 SIGMA CORP | — | 500 | $1K | — | SOLD |
| 1998 | HMY | HARMONY GOLD MINING CO LTD | Basic Materials | 74 | $1K | — | SOLD |
| 1999 | OPRA | OPERA LTD | Communication Services | 65 | $1K | — | SOLD |
| 2000 | OTLY | OATLY GROUP AB | Consumer Defensive | 81 | $1K | — | SOLD |
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%