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Principal Securities

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

Top 5 stock holdings are PIEQ, USMC, IVV, LCAP, PSC, and represent 16.82% of Principal Securities's stock portfolio.
Added to shares of these 10 stocks: PIEQ (+$248M), GBND (+$56M), IVV (+$47M), IG (+$33M), LCAP (+$33M), YLD (+$28M), EWG (+$17M), KLAC (+$16M), GIGL (+$16M), SFLR (+$14M).
Started 185 new stock positions in BOOT, PHYL, BJAN, AX, HUM, IALT, LITE, FPXI, KTB, UNM.
Reduced shares in these 10 stocks: AGG (-$46M), IJR (-$29M), IEMG (-$18M), COWZ (-$15M), IWB (-$14M), VCIT (-$14M), LVHI (-$12M), EWU (-$12M), SHV (-$11M), IYW (-$6.4M).
Sold out of its positions in FGSM, ALGN, SILJ, BHC, BRX, CF, CTRA, Carnival Corporation, CHTR, CPRT.
Principal Securities was a net buyer of stock by $805M.
Principal Securities has $8.3B in assets under management (AUM), dropping by 21.82%.
Central Index Key (CIK): 0000012600

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Portfolio Holdings for Principal Securities

Principal Securities holds 1539 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Principal Securities has 1539 total positions. Only the first 250 positions are shown.

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Download the Principal Securities June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Principal Exchange Traded Intl Equity Etf (PIEQ)	4.8	$396M	+166%	11M	35.89	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	4.3	$358M		4.8M	74.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.4	$279M	+20%	372k	748.89	View chart
Principal Exchange Traded Cap App Sel Etf (LCAP)	2.3	$192M	+20%	5.8M	33.14	View chart
Principal Exchange Traded Prin U S Small (PSC)	2.1	$172M	-3%	2.5M	70.12	View chart
Principal Exchange Traded Focu Blue Ch Etf (BCHP)	1.9	$154M		4.3M	36.17	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	1.6	$133M	+32%	6.4M	20.66	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	1.5	$125M	+4%	1.2M	103.10	View chart
NVIDIA Corporation (NVDA)	1.2	$103M	+6%	512k	200.09	View chart
Apple (AAPL)	1.2	$97M	+6%	337k	289.36	View chart
Principal Exchange Traded Active High Yl (YLD)	1.1	$92M	+44%	4.8M	19.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$88M	-34%	893k	98.98	View chart
Principal Exchange Traded Prncpl Vlu Etf (PY)	1.1	$87M	+13%	1.6M	53.90	View chart
Microsoft Corporation (MSFT)	1.0	$87M	+4%	234k	373.02	View chart
Amazon (AMZN)	1.0	$83M	+2%	348k	238.34	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.9	$74M	-4%	671k	110.15	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.9	$74M	-3%	839k	87.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$69M		194k	357.37	View chart
Trust For Professional Man Activepassive Us (APUE)	0.8	$69M	+8%	1.5M	46.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$62M		169k	370.04	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.7	$62M	+4%	1.5M	41.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.7	$60M	-19%	147k	409.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$59M		429k	137.53	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.7	$58M	+25%	1.3M	45.70	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.7	$57M	-6%	199k	285.58	View chart
Goldman Sachs Etf Tr Core Bond Etf (GBND)	0.7	$56M	NEW	1.1M	50.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$56M	-9%	576k	96.58	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$52M		2.0M	26.50	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$50M	+27%	355k	141.89	View chart
Broadcom (AVGO)	0.6	$49M		128k	377.75	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$48M	-27%	582k	82.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$48M	-3%	1.4M	33.84	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$48M	+8%	537k	89.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$48M	+2%	134k	353.33	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$44M	-8%	232k	188.09	View chart
Meta Platforms Cl A (META)	0.5	$43M	+6%	76k	563.29	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$43M	+21%	450k	94.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$41M	+19%	56k	736.40	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$39M	-4%	404k	95.44	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$38M	+27%	1.7M	22.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$35M		496k	71.25	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$35M	+23%	760k	46.15	View chart
JPMorgan Chase & Co. (JPM)	0.4	$35M	+3%	107k	327.33	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$35M	+2%	73k	477.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$34M	+14%	466k	73.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$34M	+5%	156k	217.93	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$33M	+12%	482k	68.01	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.4	$31M	+71%	597k	52.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$30M	+43%	41k	746.78	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.4	$30M	+28%	1.2M	25.60	View chart
Visa Com Cl A (V)	0.4	$30M	+8%	87k	343.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$30M	-49%	200k	148.31	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.4	$29M	+8%	756k	38.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$29M		129k	227.06	View chart
Eli Lilly & Co. (LLY)	0.3	$29M	+3%	24k	1199.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$28M	+4%	56k	500.39	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.3	$27M	+17%	1.4M	19.06	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$26M	+81%	488k	52.72	View chart
Micron Technology (MU)	0.3	$26M	+20%	22k	1154.29	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$25M	-2%	154k	164.27	View chart
Applied Materials (AMAT)	0.3	$25M	-14%	35k	723.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$25M	+20%	318k	79.03	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$23M	+6%	421k	55.18	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$23M	+6%	136k	170.14	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$23M	+21%	288k	79.97	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$22M	-9%	101k	219.43	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.3	$21M	+9%	725k	29.43	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$21M	-9%	370k	56.48	View chart
Caterpillar (CAT)	0.3	$21M		20k	1064.90	View chart
Lam Research Corp Com New (LRCX)	0.2	$21M		47k	433.33	View chart
Tesla Motors (TSLA)	0.2	$20M	+2%	48k	420.60	View chart
Advanced Micro Devices (AMD)	0.2	$20M	+2%	34k	580.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$20M	+2%	30k	655.90	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.2	$20M	-4%	490k	39.68	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$19M	+3%	624k	31.10	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$19M		1.0M	18.43	View chart
Vanguard World Health Car Etf (VHT)	0.2	$19M	+9%	63k	299.01	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$19M	+6%	380k	49.28	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$19M		76k	246.21	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$19M		454k	40.79	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$18M	+117%	319k	57.67	View chart
Mastercard Incorporated Cl A (MA)	0.2	$18M	+9%	36k	513.59	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.2	$18M	+7%	391k	45.91	View chart
Johnson & Johnson (JNJ)	0.2	$18M	+6%	71k	253.97	View chart
Kla Corp Com New (KLAC)	0.2	$18M	+946%	59k	301.71	View chart
Principal Exchange Traded Real Est Act Etf (BYRE)	0.2	$18M		649k	27.31	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$18M	+15%	162k	109.07	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$17M	+31%	480k	36.26	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$17M	+7%	733k	23.68	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$17M	+22%	88k	197.60	View chart
Ishares Msci Germany Etf (EWG)	0.2	$17M	NEW	415k	41.37	View chart
Goldman Sachs Etf Tr Mar 1000 Gro Etf (GGUS)	0.2	$17M	+6%	251k	68.25	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.2	$17M	+53%	763k	22.40	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$17M	+6%	337k	50.15	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.2	$17M	+12%	376k	44.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$17M	+298%	207k	80.57	View chart
Philip Morris International (PM)	0.2	$16M	+8%	89k	180.91	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$16M	+76%	47k	342.83	View chart
Principal Exchange Traded Spectrum Preferr (PQDI)	0.2	$16M		814k	19.50	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.2	$16M	-3%	1.1M	14.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$16M	+2%	262k	59.69	View chart
Goldman Sachs Etf Tr Corporate Bd Etf (GIGL)	0.2	$16M	NEW	309k	50.60	View chart
Exxon Mobil Corporation (XOM)	0.2	$16M	+4%	114k	136.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$15M	+3%	23k	686.82	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.2	$15M	+45%	422k	36.60	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.2	$15M	+18%	458k	33.46	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$15M	+4%	117k	129.02	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.2	$15M	+7%	200k	75.14	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.2	$15M	-5%	270k	55.23	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$15M	+9%	340k	43.75	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.2	$15M	+8%	539k	27.47	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$15M	+21%	564k	26.23	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.2	$15M	+6%	349k	42.33	View chart
Wal-Mart Stores (WMT)	0.2	$14M	-3%	126k	113.26	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.2	$14M	+47%	608k	23.42	View chart
Intel Corporation (INTC)	0.2	$14M	+11%	101k	139.63	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.2	$14M	-28%	131k	105.16	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$14M	NEW	355k	38.58	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.2	$13M	+19%	338k	39.75	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$13M	+117%	417k	31.78	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$13M	-27%	45k	290.62	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.2	$13M	+12%	496k	25.85	View chart
Chevron Corporation (CVX)	0.2	$13M	+4%	76k	165.76	View chart
UnitedHealth (UNH)	0.2	$13M	+19%	30k	415.63	View chart
Charles Schwab Corporation (SCHW)	0.2	$13M		135k	92.27	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.2	$13M	+57%	130k	96.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$12M	+11%	41k	303.12	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$12M	-2%	571k	21.63	View chart
Cisco Systems (CSCO)	0.1	$12M	-6%	105k	117.46	View chart
Blackrock Etf Trust Isha La Valu Etf (BLCV)	0.1	$12M	-5%	298k	41.31	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$12M	+3%	125k	98.20	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$12M	+32%	114k	107.62	View chart
Home Depot (HD)	0.1	$12M	-5%	35k	352.68	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$12M	+5%	149k	81.06	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$12M	+358%	101k	118.99	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$12M		179k	65.61	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.1	$12M	+13%	469k	25.05	View chart
Raytheon Technologies Corp (RTX)	0.1	$12M	-3%	62k	189.73	View chart
Coca-Cola Company (KO)	0.1	$12M	+3%	144k	81.27	View chart
Principal Financial (PFG)	0.1	$11M		106k	107.78	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$11M	+9%	147k	77.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$11M	-10%	147k	77.11	View chart
Booking Holdings (BKNG)	0.1	$11M	+2490%	64k	178.24	View chart
Abbvie (ABBV)	0.1	$11M	-23%	45k	251.64	View chart
Costco Wholesale Corporation (COST)	0.1	$11M	+6%	12k	935.47	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$11M	+10%	224k	50.23	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$11M	-51%	243k	46.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$11M	+15%	224k	48.43	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$11M	+114%	244k	43.71	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$11M	+5%	160k	66.60	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$11M	+120%	164k	64.86	View chart
Wells Fargo & Company (WFC)	0.1	$11M	-3%	128k	82.64	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$10M	+18%	221k	47.20	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$10M	+23%	166k	62.11	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$10M	+6%	113k	91.26	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	0.1	$10M	+25%	508k	20.17	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$10M	-15%	194k	52.76	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$10M	+2%	106k	96.46	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$10M	+15%	287k	35.24	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$10M		114k	87.71	View chart
TJX Companies (TJX)	0.1	$10M		66k	151.50	View chart
Goldman Sachs (GS)	0.1	$9.9M	-4%	9.8k	1011.41	View chart
Netflix (NFLX)	0.1	$9.9M	+31%	139k	71.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$9.6M		61k	158.03	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$9.6M	+17%	4.8k	1989.44	View chart
Ishares Tr Msci Us Garp Etf (GARP)	0.1	$9.4M	+10%	114k	82.55	View chart
Merck & Co (MRK)	0.1	$9.4M		73k	128.50	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$9.4M	+8%	217k	43.14	View chart
Morgan Stanley Com New (MS)	0.1	$9.2M	-6%	44k	209.04	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$9.1M	+14%	432k	21.12	View chart
Principal Exchange Traded Quality Etf (PSET)	0.1	$9.1M	-4%	120k	75.80	View chart
Ge Aerospace Com New (GE)	0.1	$8.9M	+12%	24k	373.73	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$8.9M	+12%	176k	50.37	View chart
Pepsi (PEP)	0.1	$8.8M	+103%	65k	135.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$8.8M	+15%	113k	77.91	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$8.8M	-3%	591k	14.88	View chart
Qualcomm (QCOM)	0.1	$8.7M	-15%	47k	184.79	View chart
Bank of America Corporation (BAC)	0.1	$8.7M	+6%	153k	56.98	View chart
American Express Company (AXP)	0.1	$8.7M	-5%	26k	338.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$8.7M	+16%	24k	368.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$8.6M	+200%	36k	236.62	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$8.5M	+2%	290k	29.40	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$8.5M	-2%	233k	36.53	View chart
Anthem (ELV)	0.1	$8.2M		21k	386.73	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$8.2M	+528%	298k	27.41	View chart
Simplify Exchange Traded Fun Targe 15 Etf (XV)	0.1	$8.1M	+43%	329k	24.78	View chart
Global X Fds Superdividend (SDIV)	0.1	$8.1M		333k	24.44	View chart
Union Pacific Corporation (UNP)	0.1	$8.0M	+18%	30k	272.00	View chart
Texas Instruments Incorporated (TXN)	0.1	$8.0M	+9%	27k	298.07	View chart
Western Digital (WDC)	0.1	$8.0M		13k	638.71	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$7.9M	+4%	72k	109.43	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$7.9M		157k	50.50	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$7.9M	+31%	156k	50.66	View chart
Citigroup Com New (C)	0.1	$7.8M	-3%	56k	139.96	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$7.8M	+66%	124k	62.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$7.7M	+9%	153k	50.58	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$7.7M	+132%	149k	51.78	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$7.7M	-61%	189k	40.59	View chart
Goldman Sachs Etf Tr Smal Cap Equ Etf (GSC)	0.1	$7.7M	NEW	111k	69.23	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$7.6M	+4%	50k	153.42	View chart
Arista Networks Com Shs (ANET)	0.1	$7.6M	-4%	45k	169.88	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$7.6M	+35%	166k	45.49	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$7.5M	+21%	188k	40.13	View chart
Verizon Communications (VZ)	0.1	$7.5M		177k	42.34	View chart
TransDigm Group Incorporated (TDG)	0.1	$7.2M	+17%	5.4k	1331.99	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.1	$7.2M	+8%	148k	48.85	View chart
Ge Vernova (GEV)	0.1	$7.2M	+24%	6.2k	1174.95	View chart
International Business Machines (IBM)	0.1	$7.2M	-4%	26k	281.21	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$7.2M	-3%	119k	60.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$7.0M	+959%	82k	86.14	View chart
Amgen (AMGN)	0.1	$7.0M	+2%	19k	362.12	View chart
Linde SHS (LIN)	0.1	$7.0M	-5%	14k	518.93	View chart
Parker-Hannifin Corporation (PH)	0.1	$7.0M	-12%	7.2k	978.16	View chart
Chubb (CB)	0.1	$7.0M		21k	340.74	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$7.0M	+6%	69k	100.35	View chart
Thermo Fisher Scientific (TMO)	0.1	$6.9M	+9%	14k	501.36	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$6.9M	+18%	112k	61.46	View chart
BlackRock Enhanced Capital and Income (CII)	0.1	$6.8M	-2%	262k	26.15	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$6.8M	+4%	142k	48.25	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$6.7M		44k	154.29	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$6.7M	+499%	74k	90.60	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.7M	-6%	53k	126.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$6.6M	+8%	135k	48.81	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$6.6M	+47%	131k	50.39	View chart
Palantir Technologies Cl A (PLTR)	0.1	$6.5M	-11%	56k	116.67	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.1	$6.5M	+7%	128k	50.71	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$6.5M	+216%	56k	115.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$6.4M	+119%	139k	46.41	View chart
Procter & Gamble Company (PG)	0.1	$6.4M		44k	146.64	View chart
Simplify Exchange Traded Fun Curre Strat Etf (FOXY)	0.1	$6.4M	+46%	214k	29.79	View chart
Astrazeneca Ord (AZN)	0.1	$6.3M	+9%	34k	189.62	View chart
Oracle Corporation (ORCL)	0.1	$6.3M		43k	146.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$6.3M	+618%	53k	119.52	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$6.3M	+1161%	124k	51.02	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$6.3M		74k	85.66	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$6.3M	+21%	21k	302.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$6.2M	+8%	126k	49.49	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$6.2M	+6%	146k	42.59	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$6.2M		167k	37.36	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$6.2M	+5%	133k	46.94	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$6.2M	-7%	69k	89.85	View chart
Palo Alto Networks (PANW)	0.1	$6.1M	-20%	18k	341.03	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$6.1M		32k	190.52	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$6.1M	+7%	33k	185.23	View chart
Emcor (EME)	0.1	$6.0M		7.3k	829.90	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$6.0M	-5%	45k	133.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$6.0M	-2%	79k	75.79	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$6.0M		248k	24.14	View chart
Eaton Corp SHS (ETN)	0.1	$5.9M	+9%	14k	426.11	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$5.9M	-25%	72k	82.11	View chart

Past Filings by Principal Securities

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

Principal Securities 2026 Q2 filed Aug. 4, 2026
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

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