Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1961 | SHOO | MADDEN STEVEN LTD | Consumer Cyclical | 46 | $2K | — | SOLD |
| 1962 | PAYO | PAYONEER GLOBAL INC | Technology | 252 | $2K | — | SOLD |
| 1963 | AXGN | AXOGEN INC | Healthcare | 85 | $2K | — | SOLD |
| 1964 | — | BIOHAVEN LTD | — | 101 | $2K | — | SOLD |
| 1965 | SENEA | SENECA FOODS CORP NEW | Consumer Defensive | 14 | $2K | — | SOLD |
| 1966 | HARD | SIMPLIFY EXCHANGE TRADED FUN | — | 50 | $2K | — | SOLD |
| 1967 | BUYW | NORTHERN LTS FD TR IV | — | 106 | $2K | — | SOLD |
| 1968 | DNA | GINKGO BIOWORKS HOLDINGS INC | Healthcare | 103 | $2K | — | SOLD |
| 1969 | UE | URBAN EDGE PPTYS | Real Estate | 73 | $1K | — | SOLD |
| 1970 | DOLE | DOLE PLC | Consumer Defensive | 111 | $1K | — | SOLD |
| 1971 | HUN | HUNTSMAN CORP | Basic Materials | 166 | $1K | — | SOLD |
| 1972 | — | RIVERNORTH OPPORTUNITIES FD | — | 183,792 | $1K | — | SOLD |
| 1973 | MAN | MANPOWERGROUP INC WIS | Industrials | 39 | $1K | — | SOLD |
| 1974 | SMP | STANDARD MTR PRODS INC | Consumer Cyclical | 36 | $1K | — | SOLD |
| 1975 | ANIP | ANI PHARMACEUTICALS INC | Healthcare | 16 | $1K | — | SOLD |
| 1976 | ATAT | ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 39 | $1K | — | SOLD |
| 1977 | JOYY | JOYY INC | Communication Services | 25 | $1K | — | SOLD |
| 1978 | HAE | HAEMONETICS CORP MASS | Healthcare | 30 | $1K | — | SOLD |
| 1979 | CQP | CHENIERE ENERGY PARTNERS LP | Energy | 27 | $1K | — | SOLD |
| 1980 | CAR | AVIS BUDGET GROUP | Industrials | 9 | $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%