BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Blue Chip Fund

· Principal Funds, Inc
Monthly Holdings $8.5B AUM 13 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 2 New 13 Added 19 Reduced 4 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Visa Inc 92826C839 Feb 2026 1,278,738 +59,210 $417.3M +6.9% 4.92% EC
2 Mastercard Inc 57636Q104 Feb 2026 844,627 +34,646 $417.2M -0.4% 4.92% EC
3 TransDigm Group Inc 893641100 Feb 2026 330,522 +5,731 $415.9M -1.7% 4.90% EC
4 Meta Platforms Inc 30303M102 Feb 2026 607,821 +15,309 $384.5M +0.1% 4.53% EC
5 KKR & Co Inc 48251W104 Feb 2026 2,008,627 +245,647 $192.7M +24.7% 2.27% EC
6 HEICO Corp - Class A 422806208 Feb 2026 624,385 +291,996 $162.2M +103.3% 1.91% EC
7 Amphenol Corp 032095101 Feb 2026 802,074 +37,577 $119.3M +6.9% 1.41% EC
8 General Electric Co 369604301 Feb 2026 335,628 +55,873 $108.7M +13.5% 1.28% EC
9 Moody's Corp 615369105 Feb 2026 219,012 +26,814 $99.3M +8.1% 1.17% EC
10 Veeva Systems Inc 922475108 Feb 2026 443,519 +135,897 $77.3M +38.1% 0.91% EC
11 S&P Global Inc 78409V104 Feb 2026 143,952 +52,057 $61.0M +50.3% 0.72% EC
12 Arthur J Gallagher & Co 363576109 Feb 2026 272,403 +1,919 $54.8M -11.2% 0.65% EC
13 Principal Funds, Inc - Government Money Market Fund - Class R-6 74257B639 Feb 2026 32,738,201 +32,733,846 $32.7M +751602.0% 0.39% STIV