Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Principal Securities

Latest statistics and disclosures from Principal Securities's latest quarterly 13F-HR filing:

Top 5 stock holdings are USMC, IVV, PSC, PIEQ, LCAP, and represent 13.68% of Principal Securities's stock portfolio.
Added to shares of these 10 stocks: LCAP (+$55M), USMC (+$17M), IG (+$14M), PIEQ (+$14M), PY (+$14M), FTEC (+$13M), GSID (+$13M), SHV (+$13M), PSC (+$12M), GOVT (+$12M).
Started 141 new stock positions in FIDU, FTI, CRS, RGLD, CSL, CHRW, SN, DDFM, AMRZ, IP.
Reduced shares in these 10 stocks: SPYG (-$24M), OEF (-$13M), VDC (-$12M), SPHY (-$10M), USHY (-$10M), IUSG (-$8.2M), SHYG (-$7.9M), BLCV (-$7.7M), JEPI (-$6.5M), LQD (-$6.2M).
Sold out of its positions in APG, ASCI, BBLU, AstraZeneca, AZO, ACLS, BUI, BLCV, BOOT, TAIL.
Principal Securities was a net buyer of stock by $506M.
Principal Securities has $6.8B in assets under management (AUM), dropping by 5.19%.
Central Index Key (CIK): 0000012600

Tip: Access up to 7 years of quarterly data

Positions held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Principal Securities

Principal Securities holds 1411 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Principal Securities has 1411 total positions. Only the first 250 positions are shown.

Sign up to view all of the Principal Securities March 31, 2026 positions
Download the Principal Securities March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Principal Exchange Traded Us Mega Cp Etf (USMC)	4.5	$305M	+5%	4.7M	64.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$202M	+4%	310k	653.21	View chart
Principal Exchange Traded Prin U S Small (PSC)	2.1	$145M	+9%	2.5M	57.32	View chart
Principal Exchange Traded Intl Equity Etf (PIEQ)	2.1	$141M	+11%	4.1M	33.96	View chart
Principal Exchange Traded Cap Appreciation (LCAP)	2.0	$140M	+63%	4.8M	28.99	View chart
Principal Exchange Traded Focused Blue Chi (BCHP)	2.0	$139M	+9%	4.3M	32.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$135M	-2%	1.4M	99.27	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	1.5	$104M		1.2M	89.59	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	1.5	$100M	+16%	4.9M	20.64	View chart
NVIDIA Corporation (NVDA)	1.2	$84M	+12%	480k	174.40	View chart
Microsoft Corporation (MSFT)	1.2	$83M	+10%	224k	370.17	View chart
Apple (AAPL)	1.2	$80M	+8%	315k	253.79	View chart
Principal Exchange Traded Prncpl Vlu Etf (PY)	1.1	$74M	+23%	1.4M	51.49	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.1	$72M	+11%	702k	102.25	View chart
Amazon (AMZN)	1.0	$71M	+4%	339k	208.27	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$66M	+3%	867k	76.54	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$65M		182k	356.56	View chart
Principal Exchange Traded Active High Yl (YLD)	0.9	$63M	+16%	3.3M	18.96	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.9	$60M	+9%	1.4M	41.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$58M	+23%	638k	90.53	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$56M		804k	69.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$56M		195k	287.56	View chart
Trust For Professional Man Activepassive Us (APUE)	0.8	$55M	+5%	1.4M	40.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$55M	+7%	170k	320.81	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$52M	+23%	1.9M	26.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$49M	+9%	397k	124.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$48M	-2%	422k	113.11	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.6	$44M	+42%	213k	208.05	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.6	$43M	+6%	1.0M	43.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$43M	+8%	1.5M	29.13	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$42M		496k	83.57	View chart
Meta Platforms Cl A (META)	0.6	$41M	+5%	72k	572.13	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$39M	-17%	254k	155.11	View chart
Broadcom (AVGO)	0.6	$39M	+11%	126k	309.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$37M	+6%	131k	286.86	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$37M		426k	86.64	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$35M	+32%	371k	94.95	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$35M	+9%	279k	125.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$32M	+2%	499k	64.08	View chart
JPMorgan Chase & Co. (JPM)	0.4	$30M	+5%	103k	294.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$30M	+2%	408k	73.64	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$30M	+67%	1.3M	22.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$29M	-2%	148k	196.20	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$28M	+13%	614k	46.19	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$27M	-9%	128k	211.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$27M	+5%	47k	577.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$26M	+8%	54k	479.20	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$25M	+4%	428k	58.18	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.4	$25M	+4%	695k	35.25	View chart
Visa Com Cl A (V)	0.4	$24M	+7%	80k	302.24	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$24M	-6%	71k	337.95	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$23M	-21%	411k	56.68	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.3	$23M	+2%	502k	45.56	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.3	$23M	+30%	1.2M	18.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$23M		158k	142.43	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.3	$22M	+108%	910k	24.54	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$22M	+4%	395k	55.35	View chart
Eli Lilly & Co. (LLY)	0.3	$21M	+8%	23k	919.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$21M		111k	191.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$21M	+19%	263k	79.27	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.3	$20M	+31%	493k	40.54	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$20M	+8%	514k	38.26	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.3	$19M		660k	29.45	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$19M	-3%	238k	79.56	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$19M	+83%	128k	145.02	View chart
Exxon Mobil Corporation (XOM)	0.3	$19M		109k	169.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$18M	+17%	28k	650.34	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$18M	+112%	282k	62.56	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$18M	+2%	1.0M	17.15	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$18M	+3%	448k	39.13	View chart
Tesla Motors (TSLA)	0.3	$18M	+13%	47k	371.75	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.2	$17M		286k	59.42	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.2	$17M	-17%	183k	92.67	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$17M	+2%	604k	27.85	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.2	$17M	+8%	365k	45.80	View chart
Johnson & Johnson (JNJ)	0.2	$16M	+6%	66k	244.44	View chart
Wal-Mart Stores (WMT)	0.2	$16M	-2%	130k	124.28	View chart
Mastercard Incorporated Cl A (MA)	0.2	$16M	+8%	32k	499.66	View chart
Principal Exchange Traded Real Estate Acti (BYRE)	0.2	$16M	+11%	639k	25.09	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$16M	+55%	317k	50.12	View chart
Vanguard World Health Car Etf (VHT)	0.2	$16M	+2%	58k	272.33	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$16M	+2%	76k	205.80	View chart
Principal Exchange Traded Spectrum Preferr (PQDI)	0.2	$16M	+9%	806k	19.27	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$16M	-7%	62k	248.84	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.2	$16M		1.1M	13.79	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$15M	-29%	140k	108.99	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$15M	+20%	357k	42.54	View chart
Chevron Corporation (CVX)	0.2	$15M	+5%	73k	206.90	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$15M	+465%	137k	110.39	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$15M		182k	82.75	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$15M	+4%	347k	43.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$15M	+17%	52k	287.18	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$15M	+6%	681k	21.49	View chart
Applied Materials (AMAT)	0.2	$14M		41k	341.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$14M	+3%	256k	54.05	View chart
Caterpillar (CAT)	0.2	$14M	-8%	19k	708.45	View chart
Goldman Sachs Etf Tr Marketbeta Russ (GGUS)	0.2	$14M	+9%	236k	57.98	View chart
Philip Morris International (PM)	0.2	$14M	+8%	82k	165.34	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$14M	+13%	499k	27.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$13M	+14%	72k	184.28	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.2	$13M	NEW	187k	69.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$13M		22k	597.55	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$13M	-2%	385k	33.54	View chart
Charles Schwab Corporation (SCHW)	0.2	$13M		137k	93.98	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$13M	+14%	335k	38.42	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$13M	+3%	112k	115.24	View chart
Abbvie (ABBV)	0.2	$13M	-9%	59k	217.49	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.2	$13M		588k	21.34	View chart
Raytheon Technologies Corp (RTX)	0.2	$12M		64k	192.90	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$12M	+8%	464k	26.30	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$12M	+45%	365k	32.95	View chart
Home Depot (HD)	0.2	$12M	+24%	36k	328.89	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$12M	+30%	311k	37.49	View chart
Blackrock Etf Trust Ishares Large Ca	0.2	$11M	NEW	314k	36.12	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$11M	+7%	120k	94.24	View chart
Costco Wholesale Corporation (COST)	0.2	$11M	-5%	11k	996.49	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$11M	+22%	229k	48.93	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.2	$11M	+17%	443k	25.32	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$11M	-12%	29k	383.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$11M	+8%	164k	67.53	View chart
Spdr Series Trust State Street Spd (SPLB)	0.2	$11M	+210%	497k	22.22	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$11M	+10%	329k	33.37	View chart
Wells Fargo & Company (WFC)	0.2	$11M	-9%	133k	79.61	View chart
Coca-Cola Company (KO)	0.2	$11M		139k	76.05	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$11M		116k	91.37	View chart
TJX Companies (TJX)	0.2	$11M	+8%	66k	159.70	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$10M	+2%	135k	77.38	View chart
Booking Holdings (BKNG)	0.2	$10M	+9%	2.5k	4210.12	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.2	$10M	+5%	412k	24.89	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.2	$10M	NEW	283k	36.18	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$10M		152k	67.00	View chart
Netflix (NFLX)	0.1	$10M	+9%	106k	96.15	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$10M	+4%	203k	49.95	View chart
Lam Research Corp Com New (LRCX)	0.1	$10M	-21%	47k	213.66	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$9.7M		142k	68.28	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$9.7M	+101%	412k	23.50	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$9.6M	+17%	104k	92.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$9.6M		37k	261.92	View chart
Principal Financial (PFG)	0.1	$9.5M	+505%	105k	90.11	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$9.3M	+3%	194k	48.05	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.1	$9.3M	NEW	289k	32.15	View chart
Palantir Technologies Cl A (PLTR)	0.1	$9.2M	+11%	63k	146.28	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$9.1M	-2%	86k	106.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$8.9M		60k	148.10	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$8.8M	+23%	268k	32.95	View chart
Verizon Communications (VZ)	0.1	$8.8M	+9%	176k	50.20	View chart
Principal Exchange Traded Quality Etf (PSET)	0.1	$8.7M	+2%	126k	69.57	View chart
Merck & Co (MRK)	0.1	$8.7M	+28%	73k	120.29	View chart
Goldman Sachs (GS)	0.1	$8.7M	-6%	10k	846.02	View chart
Cisco Systems (CSCO)	0.1	$8.7M		112k	77.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$8.7M	+13%	20k	430.30	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$8.4M	-4%	616k	13.67	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$8.3M	+4%	179k	46.67	View chart
Global X Fds Superdividend (SDIV)	0.1	$8.3M	+19%	330k	25.26	View chart
Kla Corp Com New (KLAC)	0.1	$8.3M	-22%	5.6k	1472.30	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$8.2M	+89%	405k	20.35	View chart
American Express Company (AXP)	0.1	$8.2M	+15%	27k	302.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$8.1M	+10%	240k	33.77	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$8.1M	+67%	378k	21.34	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$8.0M	+147%	97k	82.57	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$7.9M	+8%	106k	74.55	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$7.9M	+18%	82k	95.72	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$7.8M	+5%	199k	39.43	View chart
Profesionally Managed Portfo Congress Interme (CAFX)	0.1	$7.8M	-6%	315k	24.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$7.8M	-17%	89k	88.16	View chart
Morgan Stanley Com New (MS)	0.1	$7.7M	+5%	47k	164.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$7.7M	+8%	98k	78.41	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$7.6M	-3%	69k	110.36	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$7.6M	+17%	249k	30.50	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$7.5M	+2744%	155k	48.71	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$7.5M	+5%	187k	40.19	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$7.5M	+133%	122k	61.26	View chart
salesforce (CRM)	0.1	$7.4M	-3%	40k	186.67	View chart
Duke Energy Corp Com New (DUK)	0.1	$7.4M	+2%	57k	130.94	View chart
Parker-Hannifin Corporation (PH)	0.1	$7.3M	+9%	8.2k	895.27	View chart
At&t (T)	0.1	$7.2M	+21%	249k	28.99	View chart
Qualcomm (QCOM)	0.1	$7.2M	+17%	56k	128.78	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$7.2M	+4%	282k	25.55	View chart
Linde SHS (LIN)	0.1	$7.1M	+14%	14k	495.76	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$7.1M	+19%	147k	48.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$7.0M	+6%	140k	49.89	View chart
Bank of America Corporation (BAC)	0.1	$7.0M	-10%	143k	48.75	View chart
Medtronic SHS (MDT)	0.1	$6.9M	+15%	80k	86.65	View chart
UnitedHealth (UNH)	0.1	$6.9M	-3%	25k	270.58	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$6.8M		124k	55.24	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$6.8M	-38%	91k	74.35	View chart
McDonald's Corporation (MCD)	0.1	$6.8M	+14%	22k	310.78	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.1	$6.8M	+10%	137k	49.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$6.7M	-4%	37k	181.42	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$6.7M	+42%	135k	50.12	View chart
Chubb (CB)	0.1	$6.7M	+15%	21k	325.93	View chart
Advanced Micro Devices (AMD)	0.1	$6.7M	+42%	33k	203.43	View chart
Amgen (AMGN)	0.1	$6.7M	+7%	19k	351.84	View chart
Ishares Tr Msci Usa Quality (GARP)	0.1	$6.6M	+3%	103k	63.97	View chart
Citigroup Com New (C)	0.1	$6.6M	-4%	58k	113.41	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$6.6M		65k	100.72	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$6.6M	+56%	438k	14.95	View chart
Starbucks Corporation (SBUX)	0.1	$6.5M	-3%	73k	89.59	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$6.5M	+5%	135k	48.46	View chart
International Business Machines (IBM)	0.1	$6.5M	+5%	27k	242.39	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$6.4M	+5%	47k	135.72	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$6.4M	+2%	44k	145.79	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$6.4M	NEW	156k	41.06	View chart
Procter & Gamble Company (PG)	0.1	$6.4M	+6%	44k	144.44	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$6.4M	+113%	27k	240.00	View chart
Oracle Corporation (ORCL)	0.1	$6.3M	-2%	43k	147.11	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$6.3M	NEW	191k	32.72	View chart
Micron Technology (MU)	0.1	$6.2M	+26%	19k	337.84	View chart
Thermo Fisher Scientific (TMO)	0.1	$6.2M	+37%	13k	491.52	View chart
Anthem (ELV)	0.1	$6.1M	+11%	21k	292.74	View chart
Uber Technologies (UBER)	0.1	$6.1M	+8%	85k	71.93	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$6.1M	+35%	86k	70.84	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$6.0M	+8%	249k	24.27	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$6.0M	+4%	119k	50.75	View chart
Union Pacific Corporation (UNP)	0.1	$6.0M	+2%	25k	242.61	View chart
Astrazeneca Ord (AZN)	0.1	$6.0M	NEW	31k	197.22	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$6.0M	-13%	58k	103.37	View chart
Ge Aerospace Com New (GE)	0.1	$6.0M		21k	283.76	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$5.9M	+53%	48k	124.46	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$5.9M	+29%	119k	49.99	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$5.9M	+2%	126k	47.08	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$5.9M	-25%	81k	72.60	View chart
Walt Disney Company (DIS)	0.1	$5.9M	-5%	61k	96.38	View chart
AmerisourceBergen (COR)	0.1	$5.8M	+22%	19k	314.15	View chart
Nextera Energy (NEE)	0.1	$5.8M	+30%	62k	92.88	View chart
Arista Networks Com Shs (ANET)	0.1	$5.8M	+3%	47k	122.78	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$5.8M	-3%	484k	11.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$5.7M		125k	45.97	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$5.7M	-39%	154k	37.20	View chart
Comcast Corp Cl A (CMCSA)	0.1	$5.7M	+16%	199k	28.71	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$5.7M		81k	70.18	View chart
Blackrock (BLK)	0.1	$5.7M		5.9k	961.85	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$5.7M		167k	33.93	View chart
BlackRock Enhanced Capital and Income (CII)	0.1	$5.6M	+11%	268k	21.02	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$5.6M	+42%	122k	45.62	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$5.6M	+5%	137k	40.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.5M	-12%	180k	30.68	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$5.5M	+5%	92k	59.55	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$5.4M		108k	50.49	View chart
Adobe Systems Incorporated (ADBE)	0.1	$5.4M	+13%	22k	243.08	View chart
Simplify Exchange Traded Fun Target 15 Distri (XV)	0.1	$5.4M	+190%	230k	23.56	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$5.4M	-8%	4.1k	1320.67	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$5.4M		75k	71.41	View chart
Abbott Laboratories (ABT)	0.1	$5.4M	-10%	52k	102.67	View chart
Prologis (PLD)	0.1	$5.4M	+2%	41k	132.18	View chart
TransDigm Group Incorporated (TDG)	0.1	$5.4M		4.6k	1159.03	View chart
ConocoPhillips (COP)	0.1	$5.4M	+36%	41k	132.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$5.3M	+61%	116k	46.13	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$5.3M	+7%	48k	110.78	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$5.3M	+100%	58k	91.64	View chart

Past Filings by Principal Securities

SEC 13F filings are viewable for Principal Securities going back to 2023

Principal Securities 2026 Q1 filed May 13, 2026
Principal Securities 2025 Q4 filed Feb. 12, 2026
Principal Securities 2025 Q3 filed Nov. 12, 2025
Principal Securities 2025 Q2 filed Aug. 11, 2025
Principal Securities 2025 Q1 filed April 30, 2025
Principal Securities 2024 Q4 filed Jan. 30, 2025
Principal Securities 2024 Q3 filed Oct. 28, 2024
Principal Securities 2024 Q2 filed July 31, 2024
Principal Securities 2023 Q4 restated filed May 10, 2024
Principal Securities 2024 Q1 filed May 10, 2024
Principal Securities 2023 Q4 filed Feb. 7, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z