Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1921 | INDB | INDEPENDENT BK CORP MASS | Financial Services | 27 | $2K | — | SOLD |
| 1922 | OFIX | ORTHOFIX MED INC | Healthcare | 127 | $2K | — | SOLD |
| 1923 | ASYS | AMTECH SYS INC | Technology | 200 | $2K | — | SOLD |
| 1924 | SMMD | ISHARES TR | — | 25 | $2K | — | SOLD |
| 1925 | PIO | INVESCO EXCH TRADED FD TR II | — | 41 | $2K | — | SOLD |
| 1926 | SAFT | SAFETY INS GROUP INC | Financial Services | 26 | $2K | — | SOLD |
| 1927 | MPT | MEDICAL PPTYS TRUST INC | Financial Services | 361 | $2K | — | SOLD |
| 1928 | — | ECARX HOLDINGS INC | — | 910 | $2K | — | SOLD |
| 1929 | BZ | KANZHUN LIMITED | Industrials | 78 | $2K | — | SOLD |
| 1930 | ARWR | ARROWHEAD PHARMACEUTICALS IN | Healthcare | 52 | $2K | — | SOLD |
| 1931 | OII | OCEANEERING INTL INC | Energy | 72 | $2K | — | SOLD |
| 1932 | ABVX | ABIVAX SA | Healthcare | 21 | $2K | — | SOLD |
| 1933 | VRNS | VARONIS SYS INC | Technology | 31 | $2K | — | SOLD |
| 1934 | RDNW | RIDENOW GROUP INC | Consumer Cyclical | 400 | $2K | — | SOLD |
| 1935 | AVPT | AVEPOINT INC | Technology | 117 | $2K | — | SOLD |
| 1936 | VISN | COMMSCOPE HLDG CO INC | Technology | 112 | $2K | — | SOLD |
| 1937 | CSTL | CASTLE BIOSCIENCES INC | Healthcare | 76 | $2K | — | SOLD |
| 1938 | CENT | CENTRAL GARDEN &PET CO | Consumer Defensive | 53 | $2K | — | SOLD |
| 1939 | BTQ | BTQ TECHNOLOGIES CORP | Technology | 250 | $2K | — | SOLD |
| 1940 | BCX | BLACKROCK RES &COMMODITIES | Financial Services | 170 | $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%