Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1861 | HIMX | HIMAX TECHNOLOGIES INC | Technology | 263 | $2K | — | SOLD |
| 1862 | HRTS | TEMA ETF TRUST | — | 75 | $2K | — | SOLD |
| 1863 | DEHP | DIMENSIONAL ETF TRUST | — | 76 | $2K | — | SOLD |
| 1864 | SLP | SIMULATIONS PLUS INC | Healthcare | 154 | $2K | — | SOLD |
| 1865 | MBWM | MERCANTILE BK CORP | Financial Services | 51 | $2K | — | SOLD |
| 1866 | TFSL | TFS FINL CORP | Financial Services | 174 | $2K | — | SOLD |
| 1867 | VRTS | VIRTUS INVT PARTNERS INC | Financial Services | 12 | $2K | — | SOLD |
| 1868 | RDY | DR REDDYS LABS LTD | Healthcare | 161 | $2K | — | SOLD |
| 1869 | VRRM | VERRA MOBILITY CORP | Technology | 91 | $2K | — | SOLD |
| 1870 | S | SENTINELONE INC | Technology | 127 | $2K | — | SOLD |
| 1871 | CMPS | COMPASS PATHWAYS PLC | Healthcare | 388 | $2K | — | SOLD |
| 1872 | LTM | LATAM AIRLINES GROUP SA | Industrials | 49 | $2K | — | SOLD |
| 1873 | ALKT | ALKAMI TECHNOLOGY INC | Technology | 89 | $2K | — | SOLD |
| 1874 | PTON | PELOTON INTERACTIVE INC | Consumer Cyclical | 245 | $2K | — | SOLD |
| 1875 | JPLD | J P MORGAN EXCHANGE TRADED F | — | 42 | $2K | — | SOLD |
| 1876 | WRBY | WARBY PARKER INC | Healthcare | 80 | $2K | — | SOLD |
| 1877 | AFRI | FORAFRIC GLOBAL PLC | Consumer Defensive | 252 | $2K | — | SOLD |
| 1878 | — | ASTRIA THERAPEUTICS INC | — | 300 | $2K | — | SOLD |
| 1879 | LEU | CENTRUS ENERGY CORP | Energy | 7 | $2K | — | SOLD |
| 1880 | DK | DELEK US HLDGS INC NEW | Energy | 67 | $2K | — | 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%