Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1681 | RUSHA | RUSH ENTERPRISES INC | Consumer Cyclical | 82 | $4K | — | SOLD |
| 1682 | SPEU | SPDR INDEX SHS FDS | — | 88 | $4K | — | SOLD |
| 1683 | TV | GRUPO TELEVISA S A B | Communication Services | 1,626 | $4K | — | SOLD |
| 1684 | IDNA | ISHARES TR | — | 184 | $4K | — | SOLD |
| 1685 | MMI | MARCUS &MILLICHAP INC | Real Estate | 148 | $4K | — | SOLD |
| 1686 | FFIN | FIRST FINL BANKSHARES INC | Financial Services | 128 | $4K | — | SOLD |
| 1687 | BB | BLACKBERRY LTD | Technology | 877 | $4K | — | SOLD |
| 1688 | EEMS | ISHARES INC | — | 63 | $4K | — | SOLD |
| 1689 | SERV | SERVE ROBOTICS INC | Industrials | 363 | $4K | — | SOLD |
| 1690 | IMCR | IMMUNOCORE HLDGS PLC | Healthcare | 116 | $4K | — | SOLD |
| 1691 | CTLP | CANTALOUPE INC | Technology | 397 | $4K | — | SOLD |
| 1692 | ALIT | ALIGHT INC | Technology | 1,281 | $4K | — | SOLD |
| 1693 | ORC | ORCHID IS CAP INC | Real Estate | 590 | $4K | — | SOLD |
| 1694 | SPH | SUBURBAN PROPANE PARTNERS L | Utilities | 221 | $4K | — | SOLD |
| 1695 | HSIC | HENRY SCHEIN INC | Healthcare | 61 | $4K | — | SOLD |
| 1696 | AXSM | AXSOME THERAPEUTICS INC | Healthcare | 33 | $4K | — | SOLD |
| 1697 | HWC | HANCOCK WHITNEY CORPORATION | Financial Services | 64 | $4K | — | SOLD |
| 1698 | BEAM | BEAM THERAPEUTICS INC | Healthcare | 165 | $4K | — | SOLD |
| 1699 | BNDD | KRANESHARES TRUST | — | 40 | $4K | — | SOLD |
| 1700 | IMAX | IMAX CORP | Communication Services | 122 | $4K | — | 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%