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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 66 of 68  ·  1,345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 WSO WATSCO INC Industrials 632.0 $213K 0.00% +99.0 +18.6% $336.95 +16.2%
1302 FTRI FIRST TR EXCHANGE TRADED FD 13,584.0 $213K 0.00% -70.0 -0.5% $15.67 +7.6%
1303 DDFD INNOVATOR ETFS TRUST 11,093.0 $212K 0.00% NEW $19.15 +3.4%
1304 SCI SERVICE CORP INTL Consumer Cyclical 2,724.0 $212K 0.00% +1K +78.6% $77.97 +1.1%
1305 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 540.0 $212K 0.00% -11.0 -2.0% $393.30 -19.4%
1306 PJUN INNOVATOR ETFS TRUST 5,045.0 $211K 0.00% $41.88 +3.3%
1307 QDPL PACER FDS TR 4,940.0 $210K 0.00% +3K +125.3% $42.48 +5.7%
1308 WLDN WILLDAN GROUP INC Industrials 2,015.0 $209K 0.00% +1K +134.6% $103.66 -14.0%
1309 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 22,003.0 $209K 0.00% $9.48 -5.3%
1310 IGBH ISHARES U S ETF TR 8,436.0 $208K 0.00% +1K +15.3% $24.63 -0.3%
1311 DTE DTE ENERGY CO Utilities 1,608.0 $207K 0.00% -105.0 -6.1% $128.98 +9.6%
1312 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 8,056.0 $207K 0.00% -6K -40.6% $25.69 +6.9%
1313 THC TENET HEALTHCARE CORP Healthcare 1,037.0 $206K 0.00% +18.0 +1.8% $198.72 -3.2%
1314 POOL POOL CORP Industrials 898.0 $205K 0.00% -310.0 -25.7% $228.75 -20.7%
1315 ACIW ACI WORLDWIDE INC Technology 4,294.0 $205K 0.00% +113.0 +2.7% $47.81 -10.9%
1316 BUFS FIRST TR EXCHNG TRADED FD VI 8,950.0 $204K 0.00% +2K +22.1% $22.84 +5.6%
1317 TRP TC ENERGY CORP Energy 3,700.0 $204K 0.00% -369.0 -9.1% $55.01 +26.0%
1318 PRI PRIMERICA INC Financial Services 787.0 $203K 0.00% +583.0 +285.8% $258.46 +8.6%
1319 VMI VALMONT INDS INC Industrials 505.0 $203K 0.00% $402.32 +24.4%
1320 NTRS NORTHERN TR CORP Financial Services 1,479.0 $202K 0.00% +47.0 +3.3% $136.54 +21.0%
Page 66 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%