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Portfolio (Quarterly) Guide ↗

PRINCIPAL SECURITIES, INC.

· CIK 0000012600
13F Portfolio $6.1B AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3731 New
Page 118 of 187  ·  3,731 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 AAON AAON INC Industrials 251.0 $23K NEW $93.44 +41.7%
2342 AX AXOS FINANCIAL INC Financial Services 277.0 $23K NEW $84.65 +1.5%
2343 VERINT SYS INC 1,155.0 $23K NEW $20.25
2344 DJUN FIRST TR EXCHNG TRADED FD VI 500.0 $23K NEW $46.50 +5.4%
2345 LSCC LATTICE SEMICONDUCTOR CORP Technology 317.0 $23K NEW $73.32 +90.1%
2346 CVCO CAVCO INDS INC DEL Consumer Cyclical 40.0 $23K NEW $580.73 -15.4%
2347 PSP INVESCO EXCHANGE TRADED FD T 336.0 $23K NEW $69.02 -11.9%
2348 FSK FS KKR CAP CORP Financial Services 1,543.0 $23K NEW $14.93 -26.8%
2349 ONTO ONTO INNOVATION INC Technology 178.0 $23K NEW $129.22 +102.3%
2350 SGRY SURGERY PARTNERS INC Healthcare 1,052.0 $23K NEW $21.64 -37.7%
2351 IGLB ISHARES TR 439.0 $23K NEW $51.54 -4.3%
2352 PCTY PAYLOCITY HLDG CORP Technology 142.0 $23K NEW $159.27 -29.9%
2353 REM ISHARES TR 1,028.0 $23K NEW $21.97 -0.7%
2354 BROWN FORMAN CORP 832.0 $23K NEW $27.08
2355 NTST NETSTREIT CORP Real Estate 1,245.0 $22K NEW $18.06 +14.2%
2356 AMER SPORTS INC 645.0 $22K NEW $34.75
2357 SHAK SHAKE SHACK INC Consumer Cyclical 239.0 $22K NEW $93.61 -32.2%
2358 ACAD ACADIA PHARMACEUTICALS INC Healthcare 1,043.0 $22K NEW $21.34 -0.1%
2359 JMBS JANUS DETROIT STR TR 485.0 $22K NEW $45.67 -1.7%
2360 DBC INVESCO DB COMMDY INDX TRCK Financial Services 978.0 $22K NEW $22.52 +36.3%
Page 118 of 187  ·  3,731 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Financial Services 20.4%
Consumer Cyclical 11.0%
Communication Services 9.5%
Industrials 8.8%
Healthcare 8.7%
Consumer Defensive 4.9%
Energy 2.8%
Utilities 2.1%
Real Estate 1.8%