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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 154 of 187  ·  3,731 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 68.0 $4K NEW $52.29 +12.0%
3062 USLM UNITED STS LIME &MINERALS I Basic Materials 27.0 $4K NEW $131.56 -20.7%
3063 OVLY OAK VY BANCORP OAKDALE CALIF Financial Services 126.0 $4K NEW $28.17 +17.6%
3064 HOG HARLEY DAVIDSON INC Consumer Cyclical 127.0 $4K NEW $27.90 -16.3%
3065 MYRG MYR GROUP INC DEL Industrials 17.0 $4K NEW $208.06 +111.8%
3066 USCI UNITED STS COMMODITY INDEX F Financial Services 45.0 $4K NEW $77.89 +28.9%
3067 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 374.0 $4K NEW $9.37 +9.8%
3068 YELP YELP INC Communication Services 112.0 $3K NEW $31.20 -27.6%
3069 LIBERTY MEDIA CORP DEL 37.0 $3K NEW $94.30
3070 VERITEX HLDGS INC 104.0 $3K NEW $33.53
3071 CIVITAS RESOURCES INC 107.0 $3K NEW $32.50
3072 ABM ABM INDS INC Industrials 75.0 $3K NEW $46.12 -14.2%
3073 UPST UPSTART HLDGS INC Financial Services 68.0 $3K NEW $50.79 -44.7%
3074 RAAX VANECK ETF TRUST 100.0 $3K NEW $34.46 +21.2%
3075 OCFC OCEANFIRST FINL CORP Financial Services 196.0 $3K NEW $17.57 +5.0%
3076 VFF VILLAGE FARMS INTL INC Consumer Defensive 1,100.0 $3K NEW $3.13 -20.1%
3077 KBWB INVESCO EXCH TRADED FD TR II 44.0 $3K NEW $78.20 +9.5%
3078 OLN OLIN CORP Basic Materials 137.0 $3K NEW $24.99 +3.9%
3079 VAL VALARIS LTD Energy 70.0 $3K NEW $48.77 +127.7%
3080 VVV VALVOLINE INC Energy 95.0 $3K NEW $35.91 -10.4%
Page 154 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%