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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 63 of 68  ·  1,345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 RMD RESMED INC Healthcare 995.0 $240K 0.00% +136.0 +15.8% $240.88 -13.8%
1242 FDD FIRST TR EXCHANGE-TRADED FD 13,657.0 $239K 0.00% $17.50 +11.0%
1243 GLPI GAMING &LEISURE PPTYS INC Real Estate 5,343.0 $239K 0.00% +298.0 +5.9% $44.69 +6.1%
1244 SWK STANLEY BLACK &DECKER INC Industrials 3,199.0 $238K 0.00% -270.0 -7.8% $74.27 -1.8%
1245 MZTI MARZETTI COMPANY Consumer Defensive 1,441.0 $237K 0.00% -57.0 -3.8% $164.42 -31.2%
1246 TTC TORO CO Industrials 3,006.0 $237K 0.00% -43.0 -1.4% $78.72 +12.2%
1247 DFAT DIMENSIONAL ETF TRUST 3,973.0 $237K 0.00% -328.0 -7.6% $59.54 +9.9%
1248 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 913.0 $236K 0.00% +63.0 +7.4% $258.65 +36.7%
1249 AXTA AXALTA COATING SYS LTD Basic Materials 7,292.0 $236K 0.00% +511.0 +7.5% $32.31 -14.4%
1250 CINF CINCINNATI FINL CORP Financial Services 1,442.0 $236K 0.00% $163.33 +2.2%
1251 CTRA COTERRA ENERGY INC Energy 8,943.0 $235K 0.00% -16K -64.2% $26.32 +23.7%
1252 L LOEWS CORP Financial Services 2,225.0 $234K 0.00% +14.0 +0.6% $105.31 +2.5%
1253 TWLO TWILIO INC Communication Services 1,645.0 $234K 0.00% +247.0 +17.7% $142.24 +35.7%
1254 EXPD EXPEDITORS INTL WASH INC Industrials 1,570.0 $234K 0.00% -30.0 -1.9% $149.01 +5.7%
1255 DJT TRUMP MEDIA &TECHNOLOGY GRO Communication Services 17,623.0 $233K 0.00% +3K +17.8% $13.24 -40.4%
1256 BLES NORTHERN LTS FD TR IV 5,387.0 $233K 0.00% +398.0 +8.0% $43.21 +8.0%
1257 NEBIUS GROUP N.V. 2,770.0 $232K 0.00% +1K +79.9% $83.71
1258 FEMS FIRST TR EXCH TRD ALPHDX FD 5,489.0 $231K 0.00% +57.0 +1.1% $42.10 +9.0%
1259 CVNA CARVANA CO Consumer Cyclical 547.0 $231K 0.00% +67.0 +14.0% $422.33 -85.3%
1260 WDAY WORKDAY INC Technology 1,073.0 $230K 0.00% +60.0 +5.9% $214.78 -42.9%
Page 63 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%