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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 51 of 68  ·  1,345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 PAGP PLAINS GP HLDGS L P Energy 22,127.0 $424K 0.01% +1K +5.3% $19.14 +32.3%
1002 CRWV COREWEAVE INC Technology 5,851.0 $419K 0.01% +3K +124.4% $71.61 +39.4%
1003 PRIM PRIMORIS SVCS CORP Industrials 3,372.0 $419K 0.01% +2K +83.4% $124.14 -15.7%
1004 INTA INTAPP INC Technology 9,107.0 $417K 0.01% +1K +19.2% $45.82 -55.3%
1005 GWX SPDR INDEX SHS FDS 10,201.0 $417K 0.01% +6K +171.7% $40.86 +11.8%
1006 DFIC DIMENSIONAL ETF TRUST 12,090.0 $417K 0.01% +1K +9.6% $34.46 +9.9%
1007 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 12,600.0 $416K 0.01% +302.0 +2.5% $33.02 +4.2%
1008 CERY SPDR SERIES TRUST 14,562.0 $416K 0.01% +6K +67.0% $28.55 +31.5%
1009 MSTR STRATEGY INC Technology 2,735.0 $416K 0.01% +640.0 +30.6% $151.95 +8.3%
1010 EFX EQUIFAX INC Industrials 1,912.0 $415K 0.01% +269.0 +16.4% $216.94 -25.9%
1011 CNQ CANADIAN NAT RES LTD Energy 12,241.0 $414K 0.01% -647.0 -5.0% $33.85 +46.0%
1012 EW EDWARDS LIFESCIENCES CORP Healthcare 4,814.0 $410K 0.01% +1K +32.6% $85.25 -3.6%
1013 MUSA MURPHY USA INC Consumer Cyclical 1,015.0 $410K 0.01% $403.52 +41.2%
1014 IWO ISHARES TR 1,261.0 $407K 0.01% +18.0 +1.4% $322.91 +12.5%
1015 MDB MONGODB INC Technology 969.0 $407K 0.01% +829.0 +592.1% $419.69 -20.3%
1016 ESI ELEMENT SOLUTIONS INC Basic Materials 16,254.0 $406K 0.01% +5K +40.7% $24.99 +58.0%
1017 POR PORTLAND GEN ELEC CO Utilities 8,447.0 $405K 0.01% $47.99 +2.7%
1018 IBHF ISHARES TR 17,547.0 $405K 0.01% +6K +53.2% $23.08 -1.2%
1019 IBB ISHARES TR 2,394.0 $404K 0.01% +1K +113.6% $168.77 -0.5%
1020 CXT CRANE NXT CO Industrials 8,583.0 $404K 0.01% +793.0 +10.2% $47.07 -19.4%
Page 51 of 68  ·  1,345 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%