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Holdings (Monthly) Guide ↗

Small-MidCap Dividend Income Fund

· Principal Funds, Inc
Monthly Holdings $1.5B AUM 77 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 2 New 4 Added 70 Reduced 1 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 MKS Inc 55306N104 Feb 2026 184,386 -41,472 $59.8M +8.3% 3.89% EC
2 Amkor Technology Inc 031652100 Feb 2026 696,856 -130,410 $48.5M +22.5% 3.15% EC
3 nVent Electric PLC G6700G107 Feb 2026 248,422 -61,670 $41.5M +13.0% 2.70% EC
4 East West Bancorp Inc 27579R104 Feb 2026 338,362 -49,840 $41.5M -2.4% 2.70% EC
5 Littelfuse Inc 537008104 Feb 2026 81,954 +1,406 $38.3M +34.8% 2.49% EC
6 Wintrust Financial Corp 97650W108 Feb 2026 238,138 -27,220 $35.8M -6.4% 2.33% EC
7 Packaging Corp of America 695156109 Feb 2026 153,118 -16,213 $33.5M -14.7% 2.18% EC
8 Quest Diagnostics Inc 74834L100 Feb 2026 167,131 -18,134 $32.6M -17.0% 2.12% EC
9 STERIS PLC G8473T100 Feb 2026 142,830 -15,574 $30.4M -24.0% 1.98% EC
10 Dick's Sporting Goods Inc 253393102 Feb 2026 132,095 +13,477 $30.1M +24.5% 1.96% EC
11 Williams-Sonoma Inc 969904101 Feb 2026 147,518 -16,285 $30.0M -10.9% 1.95% EC
12 Cullen/Frost Bankers Inc 229899109 Feb 2026 215,406 -27,323 $29.2M -13.0% 1.90% EC
13 Hubbell Inc 443510607 Feb 2026 60,617 -3,995 $28.7M -13.2% 1.87% EC
14 Comfort Systems USA Inc 199908104 Feb 2026 14,863 -6,263 $27.2M -10.0% 1.77% EC
15 Targa Resources Corp 87612G101 Feb 2026 103,668 -14,935 $26.4M -5.4% 1.72% EC
16 Federal Agricultural Mortgage Corp 313148306 Feb 2026 146,646 -8,290 $26.1M +6.7% 1.70% EC
17 TD SYNNEX Corp 87162W100 Feb 2026 97,142 -3,840 $25.4M +60.3% 1.65% EC
18 Timken Co/The 887389104 Feb 2026 195,372 -32,049 $25.0M +1.4% 1.63% EC
19 Crane Co 224408104 Feb 2026 135,680 -14,914 $24.8M -17.8% 1.62% EC
20 Reliance Inc 759509102 Feb 2026 63,926 -6,625 $24.3M +9.3% 1.58% EC
21 Equitable Holdings Inc 29452E101 Feb 2026 588,336 -54,004 $24.3M -5.8% 1.58% EC
22 ServisFirst Bancshares Inc 81768T108 Feb 2026 311,454 -38,620 $24.3M -14.3% 1.58% EC
23 Hamilton Lane Inc 407497106 Feb 2026 275,598 -28,281 $24.0M -24.7% 1.56% EC
24 Agree Realty Corp 008492100 Feb 2026 314,339 -34,903 $23.3M -17.1% 1.52% EC
25 Ingredion Inc 457187102 Feb 2026 228,600 -24,149 $23.2M -21.9% 1.51% EC
26 NiSource Inc 65473P105 Feb 2026 498,498 -56,959 $23.0M -12.3% 1.50% EC
27 Snap-on Inc 833034101 Feb 2026 61,583 -7,818 $22.9M -14.5% 1.49% EC
28 Leidos Holdings Inc 525327102 Feb 2026 170,755 -28,654 $21.8M -37.5% 1.42% EC
29 AGCO Corp 001084102 Feb 2026 194,099 -40,166 $21.8M -31.8% 1.42% EC
30 Concentra Group Holdings Parent Inc 20603L102 Feb 2026 867,242 -108,227 $21.6M -7.7% 1.40% EC
31 IDACORP Inc 451107106 Feb 2026 146,431 -19,520 $20.5M -14.0% 1.34% EC
32 Raymond James Financial Inc 754730109 Feb 2026 143,045 -17,716 $20.5M -16.6% 1.34% EC
33 Permian Resources Corp 71424F105 Feb 2026 1,047,517 -120,836 $20.1M -5.7% 1.31% EC
34 Lincoln Electric Holdings Inc 533900106 Feb 2026 77,137 -10,454 $19.9M -20.7% 1.30% EC
35 Acushnet Holdings Corp 005098108 Feb 2026 222,986 -51,867 $19.8M -29.6% 1.29% EC
36 EastGroup Properties Inc 277276101 Feb 2026 95,901 -11,982 $19.4M -8.6% 1.26% EC
37 Amdocs Ltd G02602103 Feb 2026 302,829 -31,597 $19.1M -18.3% 1.24% EC
38 RPM International Inc 749685103 Feb 2026 174,353 -18,404 $18.5M -16.0% 1.20% EC
39 Alliant Energy Corp 018802108 Feb 2026 257,698 -30,277 $18.5M -11.4% 1.20% EC
40 Nordson Corp 655663102 Feb 2026 63,704 -8,428 $18.3M -13.5% 1.19% EC
41 Hyatt Hotels Corp 448579102 Feb 2026 99,603 -15,886 $18.1M -3.1% 1.18% EC
42 Avery Dennison Corp 053611109 Feb 2026 112,161 -11,245 $17.8M -26.4% 1.16% EC
43 Essential Properties Realty Trust Inc 29670E107 Feb 2026 582,016 -73,016 $17.8M -19.9% 1.16% EC
44 Assured Guaranty Ltd G0585R106 Feb 2026 235,509 -26,601 $17.5M -22.7% 1.14% EC
45 Brunswick Corp/DE 117043109 Feb 2026 203,347 -130,026 $17.0M -35.8% 1.11% EC
46 MSA Safety Inc 553498106 Feb 2026 102,550 -19,487 $17.0M -28.7% 1.11% EC
47 Nexstar Media Group Inc 65336K103 Feb 2026 94,456 -9,755 $16.9M -35.6% 1.10% EC
48 CH Robinson Worldwide Inc 12541W209 Feb 2026 89,066 -5,463 $15.9M -9.1% 1.04% EC
49 HF Sinclair Corp 403949100 Feb 2026 216,991 -29,150 $15.2M +23.2% 0.99% EC
50 Verisk Analytics Inc 92345Y106 Feb 2026 85,552 +23,903 $15.0M +17.0% 0.97% EC
51 Principal Funds, Inc - Government Money Market Fund - Class R-6 74257B639 Feb 2026 14,911,364 -20,783,350 $14.9M -58.2% 0.97% STIV
52 Owens Corning 690742101 Feb 2026 113,380 -10,408 $14.3M -5.6% 0.93% EC
53 Bio-Techne Corp 09073M104 Feb 2026 262,088 -14,271 $13.5M -16.9% 0.88% EC
54 DT Midstream Inc 23345M107 Feb 2026 96,065 -9,863 $13.4M -8.6% 0.88% EC
55 Regency Centers Corp 758849103 Feb 2026 171,934 -18,900 $13.3M -11.8% 0.87% EC
56 Service Corp International/US 817565104 Feb 2026 175,746 -19,169 $13.2M -19.5% 0.86% EC
57 Huntington Ingalls Industries Inc 446413106 Feb 2026 42,742 -7,006 $13.2M -40.4% 0.86% EC
58 Cousins Properties Inc 222795502 Feb 2026 485,294 -93,038 $13.0M -2.9% 0.85% EC
59 LKQ Corp 501889208 Feb 2026 467,371 -48,863 $12.7M -25.8% 0.82% EC
60 Hanover Insurance Group Inc/The 410867105 May 2026 66,703 NEW $12.4M 0.81% EC
61 Camden Property Trust 133131102 Feb 2026 114,336 -13,363 $12.2M -11.9% 0.79% EC
62 LCI Industries 50189K103 Feb 2026 108,562 -41,335 $11.8M -40.7% 0.77% EC
63 Watsco Inc 942622200 Feb 2026 31,346 -2,876 $11.5M -19.4% 0.75% EC
64 Fidelity National Financial Inc 31620R303 Feb 2026 240,821 -229,962 $11.4M -54.2% 0.74% EC
65 Western Digital Corp 958102105 Feb 2026 21,105 -8,783 $11.2M +34.1% 0.73% EC
66 NRG Energy Inc 629377508 Feb 2026 83,594 -8,274 $11.2M -31.8% 0.73% EC
67 Four Corners Property Trust Inc 35086T109 Feb 2026 420,977 -75,625 $10.5M -17.3% 0.68% EC
68 Terreno Realty Corp 88146M101 Feb 2026 159,514 -17,616 $10.5M -10.4% 0.68% EC
69 Warner Music Group Corp 934550203 Feb 2026 309,671 +38,559 $9.8M +26.0% 0.64% EC
70 Expand Energy Corp 165167735 Feb 2026 102,713 -10,379 $9.6M -21.8% 0.62% EC
71 Marzetti Company/The 513847103 Feb 2026 80,568 -8,746 $9.0M -38.6% 0.59% EC
72 Equity LifeStyle Properties Inc 29472R108 May 2026 143,474 NEW $8.9M 0.58% EC
73 Domino's Pizza Inc 25754A201 Feb 2026 24,870 -2,728 $7.7M -30.5% 0.50% EC
74 Magnolia Oil & Gas Corp 559663109 Feb 2026 276,087 -39,707 $7.6M -14.0% 0.49% EC
75 Omnicom Group Inc 681919106 Feb 2026 99,042 -11,940 $7.2M -23.9% 0.47% EC
76 BlackRock Liquidity FedFund - Institutional Class TFDXX Feb 2026 77 -2,004,312 $77 -100.0% 0.00% STIV
BXP Inc 101121101 193,540 SOLD $11.1M