Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1421 | MC | MOELIS &CO | Financial Services | 131 | $9K | — | SOLD |
| 1422 | PRMB | PRIMO BRANDS CORPORATION | Consumer Defensive | 422 | $9K | — | SOLD |
| 1423 | — | INNOVATOR ETFS TRUST | — | 300 | $9K | — | SOLD |
| 1424 | SRPT | SAREPTA THERAPEUTICS INC | Healthcare | 478 | $9K | — | SOLD |
| 1425 | CALX | CALIX INC | Technology | 150 | $9K | — | SOLD |
| 1426 | TPVG | TRIPLEPOINT VENTURE GROWTH B | Financial Services | 1,595 | $9K | — | SOLD |
| 1427 | — | ETSY INC | — | 138 | $9K | — | SOLD |
| 1428 | KOF | COCA-COLA FEMSA SAB DE CV | Consumer Defensive | 110 | $9K | — | SOLD |
| 1429 | OBIL | RBB FD INC | — | 181 | $9K | — | SOLD |
| 1430 | XMAR | FIRST TR EXCHNG TRADED FD VI | — | 232 | $9K | — | SOLD |
| 1431 | PIZ | INVESCO EXCH TRADED FD TR II | — | 190 | $9K | — | SOLD |
| 1432 | INEQ | COLUMBIA ETF TR I | — | 242 | $9K | — | SOLD |
| 1433 | — | PONY AI INC | — | 401 | $9K | — | SOLD |
| 1434 | SUPN | SUPERNUS PHARMACEUTICALS INC | Healthcare | 188 | $9K | — | SOLD |
| 1435 | UFEB | INNOVATOR ETFS TRUST | — | 250 | $9K | — | SOLD |
| 1436 | W | WAYFAIR INC | Consumer Cyclical | 100 | $9K | — | SOLD |
| 1437 | MGRC | MCGRATH RENTCORP | Industrials | 76 | $9K | — | SOLD |
| 1438 | WDFC | WD 40 CO | Basic Materials | 45 | $9K | — | SOLD |
| 1439 | QXO | QXO INC | Industrials | 466 | $9K | — | SOLD |
| 1440 | YMAR | FIRST TR EXCHNG TRADED FD VI | — | 338 | $9K | — | SOLD |
Sector Allocation
Technology
29.1%
Financial Services
20.7%
Consumer Cyclical
10.9%
Healthcare
9.7%
Industrials
8.8%
Communication Services
8.2%
Consumer Defensive
4.6%
Energy
2.9%
Utilities
2.1%
Real Estate
1.6%