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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 61 of 68  ·  1,345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 LW LAMB WESTON HLDGS INC Consumer Defensive 6,217.0 $260K 0.00% +342.0 +5.8% $41.89 -0.8%
1202 RIO RIO TINTO PLC Basic Materials 3,252.0 $260K 0.00% +421.0 +14.9% $80.02 +28.4%
1203 PCG PG&E CORP Utilities 16,150.0 $260K 0.00% +1K +8.1% $16.07 +1.0%
1204 J P MORGAN EXCHANGE TRADED F 4,078.0 $258K 0.00% +76.0 +1.9% $63.18
1205 DNL WISDOMTREE TR 6,248.0 $258K 0.00% +328.0 +5.5% $41.22 +6.4%
1206 IUS INVESCO EXCH TRD SLF IDX FD 4,503.0 $257K 0.00% +210.0 +4.9% $57.16 +12.5%
1207 ACLS AXCELIS TECHNOLOGIES INC Technology 3,200.0 $257K 0.00% +1K +79.7% $80.34 +85.8%
1208 COKE COCA COLA CONS INC Consumer Defensive 1,668.0 $256K 0.00% -22.0 -1.3% $153.30 +15.9%
1209 GEF GREIF INC Consumer Cyclical 3,773.0 $255K 0.00% $67.70 -8.0%
1210 HALO HALOZYME THERAPEUTICS INC Healthcare 3,785.0 $255K 0.00% +1K +36.2% $67.30 +2.2%
1211 BMAY INNOVATOR ETFS TRUST 5,667.0 $254K 0.00% $44.82 +4.7%
1212 GDDY GODADDY INC Technology 2,046.0 $254K 0.00% -337.0 -14.1% $124.08 -26.6%
1213 RWJ INVESCO EXCH TRADED FD TR II 5,177.0 $252K 0.00% -182.0 -3.4% $48.72 +10.9%
1214 HUBB HUBBELL INC Industrials 567.0 $252K 0.00% +51.0 +9.9% $444.12 +4.5%
1215 FNCL FIDELITY COVINGTON TRUST 3,236.0 $252K 0.00% -41.0 -1.2% $77.74 -5.5%
1216 URTH ISHARES INC 1,353.0 $251K 0.00% +226.0 +20.1% $185.77 +8.2%
1217 UTG REAVES UTIL INCOME FD Financial Services 6,869.0 $251K 0.00% +60.0 +0.9% $36.58 +13.2%
1218 SELV SEI EXCHANGE TRADED FUNDS 7,725.0 $250K 0.00% +587.0 +8.2% $32.31 +1.8%
1219 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,198.0 $249K 0.00% +21.0 +1.8% $207.81 -40.8%
1220 XCEM COLUMBIA ETF TR II 6,483.0 $249K 0.00% $38.36 +26.9%
Page 61 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%