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Portfolio (Quarterly) Guide ↗

PRINCIPAL SECURITIES, INC.

· CIK 0000012600
13F Portfolio $6.5B AUM 1,345 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 877 Added 374 Reduced 2399 Exited
Page 14 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,601.0 $479K 0.01% -298.0 -10.3% $184.02 +5.3%
262 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 10,671.0 $462K 0.01% -268.0 -2.5% $43.30 +68.7%
263 ESGU ISHARES TR 3,045.0 $454K 0.01% -55.0 -1.8% $148.98 +8.5%
264 ET ENERGY TRANSFER L P Energy 26,772.0 $441K 0.01% -4K -14.4% $16.49 +23.6%
265 BRLN BLACKROCK ETF TRUST II 8,535.0 $441K 0.01% -575.0 -6.3% $51.63 -1.5%
266 VTR VENTAS INC Real Estate 5,685.0 $440K 0.01% -138.0 -2.4% $77.39 +14.2%
267 WRB BERKLEY W R CORP Financial Services 6,271.0 $440K 0.01% -2K -21.4% $70.12 -2.3%
268 IWN ISHARES TR 2,418.0 $438K 0.01% -49.0 -2.0% $181.21 +15.1%
269 TKO TKO GROUP HOLDINGS INC Communication Services 2,095.0 $438K 0.01% -114.0 -5.2% $209.03 -7.6%
270 GOCT FIRST TR EXCHNG TRADED FD VI 11,128.0 $437K 0.01% -2K -14.3% $39.29 +4.5%
271 JBT MAREL CORPORATION 2,865.0 $432K 0.01% -41.0 -1.4% $150.67
272 KDP KEURIG DR PEPPER INC Consumer Defensive 15,301.0 $429K 0.01% -873.0 -5.4% $28.01 +3.0%
273 CNQ CANADIAN NAT RES LTD Energy 12,241.0 $414K 0.01% -647.0 -5.0% $33.85 +46.0%
274 BAPR INNOVATOR ETFS TRUST 8,336.0 $400K 0.01% -288.0 -3.3% $47.98 +9.8%
275 PPL PPL CORP Utilities 11,352.0 $398K 0.01% -3K -18.4% $35.02 +0.7%
276 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 16,759.0 $396K 0.01% -684.0 -3.9% $23.65 +3.5%
277 LDSF FIRST TR EXCHNG TRADED FD VI 20,560.0 $394K 0.01% -2K -8.9% $19.16 -1.2%
278 KMI KINDER MORGAN INC DEL Energy 14,297.0 $393K 0.01% -148.0 -1.0% $27.49 +24.8%
279 DFIV DIMENSIONAL ETF TRUST 7,862.0 $392K 0.01% -786.0 -9.1% $49.90 +11.5%
280 XMVM INVESCO EXCHANGE TRADED FD T 6,064.0 $389K 0.01% -54.0 -0.9% $64.16 +6.7%
Page 14 of 19  ·  374 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 28.5%
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%