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Holdings (Monthly) Guide ↗

Principal Capital Appreciation Select ETF

· Principal Exchange-Traded Funds
Monthly Holdings $1.8B AUM 63 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 9 New 44 Added 2 Reduced 8 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NVIDIA Corp 67066G104 Mar 2026 655,203 +560,772 $131.1M +696.0% 7.18% EC
2 Apple Inc 037833100 Mar 2026 382,554 +328,322 $110.7M +704.3% 6.06% EC
3 Alphabet Inc 02079K305 Mar 2026 275,217 +235,400 $98.4M +759.0% 5.38% EC
4 Microsoft Corp 594918104 Mar 2026 189,751 +161,155 $70.8M +568.7% 3.87% EC
5 Amazon.com Inc 023135106 Mar 2026 286,111 +248,986 $68.2M +781.9% 3.73% EC
6 Lam Research Corp 512807306 Mar 2026 148,512 +131,369 $64.4M +1657.0% 3.52% EC
7 Broadcom Inc 11135F101 Mar 2026 162,591 +144,215 $61.4M +979.9% 3.36% EC
8 Visa Inc 92826C839 Mar 2026 162,537 +142,739 $55.8M +831.9% 3.05% EC
9 GE Vernova Inc 36828A101 Mar 2026 46,589 +42,117 $54.7M +1302.2% 3.00% EC
10 JPMorgan Chase & Co 46625H100 Mar 2026 157,134 +135,896 $51.4M +723.3% 2.82% EC
11 Eli Lilly & Co 532457108 Mar 2026 38,404 +34,458 $46.1M +1169.2% 2.52% EC
12 State Street Institutional US Government Money Market Fund 857492706 Mar 2026 40,671,668 +34,515,716 $40.7M +560.7% 2.23% STIV
13 American Express Co 025816109 Mar 2026 115,431 +107,691 $39.0M +1567.7% 2.14% EC
14 TJX Cos Inc/The 872540109 Mar 2026 253,278 +216,568 $38.4M +554.5% 2.10% EC
15 McKesson Corp 58155Q103 Mar 2026 49,329 +42,058 $37.3M +492.4% 2.04% EC
16 Republic Services Inc 760759100 Mar 2026 170,691 +147,863 $36.4M +627.4% 1.99% EC
17 Micron Technology Inc 595112103 Jun 2026 30,191 NEW $34.8M 1.91% EC
18 Marathon Petroleum Corp 56585A102 Mar 2026 135,050 +107,930 $34.5M +421.4% 1.89% EC
19 Palo Alto Networks Inc 697435105 Mar 2026 98,869 +74,427 $33.7M +760.4% 1.85% EC
20 Western Digital Corp 958102105 Mar 2026 52,162 +44,762 $33.3M +1564.5% 1.82% EC
21 Coca-Cola Co/The 191216100 Jun 2026 377,285 NEW $30.7M 1.68% EC
22 Meta Platforms Inc 30303M102 Mar 2026 52,448 +44,972 $29.5M +590.7% 1.62% EC
23 Parker-Hannifin Corp 701094104 Mar 2026 30,088 +24,886 $29.4M +531.9% 1.61% EC
24 Tesla Inc 88160R101 Mar 2026 68,645 +60,027 $28.9M +801.2% 1.58% EC
25 Twilio Inc 90138F102 Mar 2026 135,063 +121,102 $27.9M +1486.5% 1.53% EC
26 Novartis AG 66987V109 Mar 2026 173,439 +148,302 $27.2M +607.9% 1.49% EC
27 Thermo Fisher Scientific Inc 883556102 Mar 2026 52,103 +42,685 $26.1M +464.3% 1.43% EC
28 Costco Wholesale Corp 22160K105 Mar 2026 27,610 +23,878 $25.8M +594.6% 1.41% EC
29 Advanced Micro Devices Inc 007903107 Jun 2026 44,059 NEW $25.6M 1.40% EC
30 UnitedHealth Group Inc 91324P102 Jun 2026 57,791 NEW $24.0M 1.31% EC
31 NRG Energy Inc 629377508 Mar 2026 162,485 +145,431 $23.7M +852.2% 1.30% EC
32 Bank of America Corp 060505104 Mar 2026 407,411 +368,445 $23.2M +1122.1% 1.27% EC
33 Dick's Sporting Goods Inc 253393102 Mar 2026 99,006 +86,897 $22.5M +835.2% 1.23% EC
34 ServiceNow Inc 81762P102 Jun 2026 220,138 NEW $21.9M 1.20% EC
35 Ameriprise Financial Inc 03076C106 Mar 2026 46,735 +41,133 $21.4M +761.2% 1.17% EC
36 Taiwan Semiconductor Manufacturing Co Ltd 874039100 Jun 2026 44,244 NEW $21.1M 1.16% EC
37 Chubb Ltd 000000000 Mar 2026 60,483 +54,949 $20.6M +651.2% 1.13% EC
38 Linde PLC 000000000 Mar 2026 38,490 NEW $20.0M 1.09% EC
39 Exxon Mobil Corp 30231G102 Mar 2026 145,933 +102,967 $20.0M +173.7% 1.09% EC
40 O'Reilly Automotive Inc 67103H107 Mar 2026 211,927 +174,228 $19.5M +460.8% 1.07% EC
41 Ventas Inc 92276F100 Mar 2026 209,198 +187,603 $18.6M +951.9% 1.02% EC
42 Berkshire Hathaway Inc 084670702 Mar 2026 35,870 +30,148 $17.9M +554.6% 0.98% EC
43 Boeing Co/The 097023105 Mar 2026 82,546 +69,471 $17.9M +586.6% 0.98% EC
44 Eaton Corp PLC 000000000 Mar 2026 41,400 NEW $17.6M 0.97% EC
45 T-Mobile US Inc 872590104 Mar 2026 104,633 +81,000 $17.6M +253.6% 0.96% EC
46 Terreno Realty Corp 88146M101 Mar 2026 253,181 +216,568 $16.4M +629.2% 0.90% EC
47 AbbVie Inc 00287Y109 Mar 2026 57,893 +43,529 $14.6M +366.3% 0.80% EC
48 HCA Healthcare Inc 40412C101 Mar 2026 33,105 +28,248 $12.9M +461.5% 0.71% EC
49 Reddit Inc 75734B100 Mar 2026 74,243 +62,269 $12.9M +699.3% 0.71% EC
50 Nexstar Media Group Inc 65336K103 Mar 2026 65,861 +60,788 $11.8M +1182.2% 0.64% EC
51 Bloom Energy Corp 093712107 Jun 2026 38,492 NEW $11.7M 0.64% EC
52 Atmos Energy Corp 049560105 Mar 2026 66,017 +51,927 $11.4M +337.0% 0.62% EC
53 Lumentum Holdings Inc 55024U109 Mar 2026 10,905 +8,488 $9.4M +450.9% 0.51% EC
54 Casey's General Stores Inc 147528103 Mar 2026 5,706 -5,057 $4.5M -42.1% 0.25% EC
55 Nasdaq Inc 631103108 Mar 2026 19,832 -15,566 $1.6M -48.0% 0.09% EC
Motorola Solutions Inc 620076307 9,541 SOLD $4.1M
Teradyne Inc 880770102 7,913 SOLD $2.3M
Progressive Corp/The 743315103 11,647 SOLD $2.3M
Constellation Energy Corp 21037T109 6,658 SOLD $1.9M
Procter & Gamble Co/The 742718109 11,973 SOLD $1.7M
BWX Technologies Inc 05605H100 6,006 SOLD $1.2M
Freeport-McMoRan Inc 35671D857 12,681 SOLD $0.7M
MP Materials Corp 553368101 8,145 SOLD $0.4M