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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 16 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HAS HASBRO INC Consumer Cyclical 3,998.0 $328K 0.01% -479.0 -10.7% $82.01 +18.5%
302 SXI STANDEX INTL CORP Industrials 1,503.0 $327K 0.01% -46.0 -3.0% $217.28 +12.8%
303 RUSSELL INVTS EXCHANGE TRADE 10,476.0 $326K 0.01% -4K -28.3% $31.12
304 BBJP J P MORGAN EXCHANGE TRADED F 4,929.0 $325K 0.01% -357.0 -6.8% $65.91 +12.5%
305 BDEC INNOVATOR ETFS TRUST 6,525.0 $323K 0.01% -34.0 -0.5% $49.56 +6.2%
306 TTD THE TRADE DESK INC Technology 8,516.0 $323K 0.01% -2K -21.4% $37.96 -44.3%
307 DVN DEVON ENERGY CORP NEW Energy 8,725.0 $320K 0.01% -195.0 -2.2% $36.63 +35.7%
308 IYY ISHARES TR 1,900.0 $315K 0.01% -54.0 -2.8% $165.81 +8.5%
309 CANADIAN PACIFIC KANSAS CITY 4,246.0 $313K 0.01% -842.0 -16.6% $73.62
310 EWX SPDR INDEX SHS FDS 4,747.0 $312K 0.01% -607.0 -11.3% $65.65 +11.1%
311 USPH U S PHYSICAL THERAPY Healthcare 3,963.0 $309K 0.01% -681.0 -14.7% $78.09 -21.1%
312 CHDN CHURCHILL DOWNS INC Consumer Cyclical 2,702.0 $307K 0.01% -97.0 -3.5% $113.78 -24.7%
313 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,402.0 $306K 0.01% -596.0 -14.9% $90.03 +5.9%
314 FMAT FIDELITY COVINGTON TRUST 5,684.0 $302K 0.01% -6K -51.2% $53.11 +8.5%
315 RF REGIONS FINANCIAL CORP NEW Financial Services 11,128.0 $302K 0.01% -2K -16.6% $27.10 -1.0%
316 DFAI DIMENSIONAL ETF TRUST 7,750.0 $295K 0.01% -519.0 -6.3% $38.11 +8.8%
317 FXO FIRST TR EXCHANGE TRADED FD 4,829.0 $291K 0.00% -410.0 -7.8% $60.35 -1.6%
318 CIEN CIENA CORP Technology 1,202.0 $281K 0.00% -804.0 -40.1% $233.87 +131.7%
319 FCOM FIDELITY COVINGTON TRUST 3,830.0 $281K 0.00% -5K -56.3% $73.28 +0.7%
320 INSTALLED BLDG PRODS INC 1,077.0 $279K 0.00% -503.0 -31.8% $259.39
Page 16 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%