Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 661 | IIPR | INNOVATIVE INDL PPTYS INC | Real Estate | 878 | $47K | 0.00% | SOLD |
| 662 | ONEY | SPDR SERIES TRUST | — | 413 | $47K | 0.00% | SOLD |
| 663 | KYN | KAYNE ANDERSON ENERGY INFRST | Financial Services | 3,775 | $47K | 0.00% | SOLD |
| 664 | — | AMRIZE LTD | — | 961 | $47K | 0.00% | SOLD |
| 665 | CPK | CHESAPEAKE UTILS CORP | Utilities | 346 | $47K | 0.00% | SOLD |
| 666 | KMLM | KRANESHARES TRUST | — | 1,727 | $47K | 0.00% | SOLD |
| 667 | FTDR | FRONTDOOR INC | Consumer Cyclical | 691 | $46K | 0.00% | SOLD |
| 668 | NXST | NEXSTAR MEDIA GROUP INC | Communication Services | 235 | $46K | 0.00% | SOLD |
| 669 | SYBT | STOCK YDS BANCORP INC | Financial Services | 663 | $46K | 0.00% | SOLD |
| 670 | ATR | APTARGROUP INC | Healthcare | 347 | $46K | 0.00% | SOLD |
| 671 | SPIP | SPDR SERIES TRUST | — | 1,753 | $46K | 0.00% | SOLD |
| 672 | BKHY | BNY MELLON ETF TRUST | — | 944 | $46K | 0.00% | SOLD |
| 673 | SCHZ | SCHWAB STRATEGIC TR | — | 1,957 | $46K | 0.00% | SOLD |
| 674 | MT | ARCELORMITTAL SA LUXEMBOURG | Basic Materials | 1,270 | $46K | 0.00% | SOLD |
| 675 | FBIN | FORTUNE BRANDS INNOVATIONS I | Industrials | 858 | $46K | 0.00% | SOLD |
| 676 | ARI | APOLLO COML REAL EST FIN INC | Real Estate | 4,506 | $46K | 0.00% | SOLD |
| 677 | NU | NU HLDGS LTD | Financial Services | 2,849 | $46K | 0.00% | SOLD |
| 678 | CNI | CANADIAN NATL RY CO | Industrials | 483 | $46K | 0.00% | SOLD |
| 679 | POWL | POWELL INDS INC | Industrials | 149 | $45K | 0.00% | SOLD |
| 680 | DJUL | FIRST TR EXCHNG TRADED FD VI | — | 972 | $45K | 0.00% | 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%