Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1541 | ATRO | ASTRONICS CORP | Industrials | 146 | $7K | — | SOLD |
| 1542 | ORA | ORMAT TECHNOLOGIES INC | Utilities | 69 | $7K | — | SOLD |
| 1543 | ASGI | ABRDN GLOBAL INFRA INCOME FU | Financial Services | 312 | $7K | — | SOLD |
| 1544 | EMMF | WISDOMTREE TR | — | 215 | $7K | — | SOLD |
| 1545 | PLUS | EPLUS INC | Technology | 92 | $7K | — | SOLD |
| 1546 | PLXS | PLEXUS CORP | Technology | 45 | $7K | — | SOLD |
| 1547 | PKB | INVESCO EXCHANGE TRADED FD T | — | 68 | $7K | — | SOLD |
| 1548 | ICFI | ICF INTL INC | Industrials | 70 | $6K | — | SOLD |
| 1549 | IDRV | ISHARES TR | — | 177 | $6K | — | SOLD |
| 1550 | PTEN | PATTERSON-UTI ENERGY INC | Energy | 1,241 | $6K | — | SOLD |
| 1551 | — | BANK AMERICA CORP | — | 5 | $6K | — | SOLD |
| 1552 | KFRC | KFORCE INC | Industrials | 213 | $6K | — | SOLD |
| 1553 | GLPG | GALAPAGOS NV | Healthcare | 184 | $6K | — | SOLD |
| 1554 | MBLY | MOBILEYE GLOBAL INC | Consumer Cyclical | 450 | $6K | — | SOLD |
| 1555 | — | THE BALDWIN INSURANCE GRP IN | — | 225 | $6K | — | SOLD |
| 1556 | ABCL | ABCELLERA BIOLOGICS INC | Healthcare | 1,256 | $6K | — | SOLD |
| 1557 | CHCO | CITY HLDG CO | Financial Services | 51 | $6K | — | SOLD |
| 1558 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 52 | $6K | — | SOLD |
| 1559 | TFII | TFI INTL INC | Industrials | 71 | $6K | — | SOLD |
| 1560 | KALU | KAISER ALUMINUM CORP | Basic Materials | 81 | $6K | — | 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%