Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 2261 | CVR | CHICAGO RIVET &MACH CO | Industrials | 32 | $334.0 | — | SOLD |
| 2262 | EIDO | ISHARES TR | — | 19 | $333.0 | — | SOLD |
| 2263 | — | KLARNA GROUP PLC | — | 9 | $330.0 | — | SOLD |
| 2264 | XRX | XEROX HOLDINGS CORP | Technology | 87 | $327.0 | — | SOLD |
| 2265 | UAE | ISHARES TR | — | 17 | $321.0 | — | SOLD |
| 2266 | RMAX | RE MAX HLDGS INC | Real Estate | 34 | $321.0 | — | SOLD |
| 2267 | DRS | LEONARDO DRS INC | Industrials | 7 | $318.0 | — | SOLD |
| 2268 | PHI | PLDT INC | Communication Services | 17 | $318.0 | — | SOLD |
| 2269 | IPGP | IPG PHOTONICS CORP | Technology | 4 | $317.0 | — | SOLD |
| 2270 | HELP | CYBIN INC | Healthcare | 53 | $312.0 | — | SOLD |
| 2271 | KMPR | KEMPER CORP | Financial Services | 6 | $309.0 | — | SOLD |
| 2272 | LZB | LA Z BOY INC | Consumer Cyclical | 9 | $309.0 | — | SOLD |
| 2273 | ESG | FLEXSHARES TR | — | 2 | $308.0 | — | SOLD |
| 2274 | VNOM | VIPER ENERGY INC | Energy | 8 | $306.0 | — | SOLD |
| 2275 | — | PREMIER INC | — | 11 | $306.0 | — | SOLD |
| 2276 | PSNY | POLESTAR AUTOMOTIVE HLDG UK | Consumer Cyclical | 324 | $305.0 | — | SOLD |
| 2277 | YORW | YORK WTR CO | Utilities | 10 | $304.0 | — | SOLD |
| 2278 | BRAG | BRAGG GAMING GROUP INC | Technology | 100 | $304.0 | — | SOLD |
| 2279 | AVBP | ARRIVENT BIOPHARMA INC | Healthcare | 16 | $295.0 | — | SOLD |
| 2280 | WASH | WASHINGTON TR BANCORP INC | Financial Services | 10 | $289.0 | — | 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%