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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 64 of 68  ·  1,345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,187.0 $230K 0.00% -102.0 -1.9% $44.34 +9.5%
1262 VNT VONTIER CORPORATION Technology 6,183.0 $230K 0.00% $37.18 -24.5%
1263 CCC CCC INTELLIGENT SOLUTIONS HL Technology 28,849.0 $229K 0.00% -5K -15.8% $7.95 -45.0%
1264 FOX FOX CORP Communication Services 3,521.0 $229K 0.00% +179.0 +5.4% $64.93 -12.4%
1265 KEY KEYCORP Financial Services 11,015.0 $227K 0.00% -368.0 -3.2% $20.64 +3.0%
1266 ASCI ABRDN FDS 6,589.0 $227K 0.00% NEW $34.49 +6.8%
1267 AZO AUTOZONE INC Consumer Cyclical 67.0 $227K 0.00% -38.0 -36.2% $3391.51 +0.1%
1268 CUSHMAN AND WAKEFIELD LTD 14,030.0 $227K 0.00% NEW $16.19
1269 XLRE SELECT SECTOR SPDR TR 5,626.0 $227K 0.00% -582.0 -9.4% $40.35 +9.1%
1270 SANDISK CORP 956.0 $227K 0.00% +633.0 +196.0% $237.38
1271 EVTC EVERTEC INC Technology 7,783.0 $226K 0.00% +6K +242.7% $29.09 -18.2%
1272 TRFK PACER FDS TR 3,516.0 $225K 0.00% NEW $64.06 +43.5%
1273 MEDP MEDPACE HLDGS INC Healthcare 400.0 $225K 0.00% +6.0 +1.5% $561.65 -26.9%
1274 CACC CREDIT ACCEP CORP MICH Financial Services 506.0 $224K 0.00% $443.46 +23.9%
1275 PTL NORTHERN LTS FD TR IV 898.0 $223K 0.00% +260.0 +40.8% $248.19 +11.6%
1276 TFX TELEFLEX INCORPORATED Healthcare 1,824.0 $223K 0.00% -245.0 -11.8% $122.03 +8.8%
1277 MMS MAXIMUS INC Industrials 2,575.0 $222K 0.00% +2K +445.6% $86.30 -32.2%
1278 PNOV INNOVATOR ETFS TRUST 5,313.0 $222K 0.00% -786.0 -12.9% $41.78 +4.9%
1279 PR PERMIAN RESOURCES CORP Energy 15,739.0 $221K 0.00% -7K -30.1% $14.03 +49.1%
1280 FRI FIRST TR EXCHANGE-TRADED FD 8,074.0 $220K 0.00% -2K -17.7% $27.31 +13.6%
Page 64 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%