Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1761 | POLA | POLAR PWR INC | Industrials | 1,000 | $3K | — | SOLD |
| 1762 | CURB | CURBLINE PPTYS CORP | Real Estate | 148 | $3K | — | SOLD |
| 1763 | ANIX | ANIXA BIOSCIENCES INC | Healthcare | 1,000 | $3K | — | SOLD |
| 1764 | HAYW | HAYWARD HLDGS INC | Industrials | 218 | $3K | — | SOLD |
| 1765 | — | FG NEXUS INC. | — | 600 | $3K | — | SOLD |
| 1766 | SATS | ECHOSTAR CORP | Technology | 43 | $3K | — | SOLD |
| 1767 | AZZ | AZZ INC | Industrials | 30 | $3K | — | SOLD |
| 1768 | SBR | SABINE RTY TR | Energy | 41 | $3K | — | SOLD |
| 1769 | HLMN | HILLMAN SOLUTIONS CORP | Industrials | 352 | $3K | — | SOLD |
| 1770 | MQY | BLACKROCK MUNIYILD QULT FD I | Financial Services | 277 | $3K | — | SOLD |
| 1771 | PAG | PENSKE AUTOMOTIVE GRP INC | Consumer Cyclical | 19 | $3K | — | SOLD |
| 1772 | RELY | REMITLY GLOBAL INC | Technology | 197 | $3K | — | SOLD |
| 1773 | COWS | AMPLIFY ETF TR | — | 100 | $3K | — | SOLD |
| 1774 | WK | WORKIVA INC | Technology | 37 | $3K | — | SOLD |
| 1775 | OBNK | ORIGIN BANCORP INC | Financial Services | 92 | $3K | — | SOLD |
| 1776 | DOL | WISDOMTREE TR | — | 51 | $3K | — | SOLD |
| 1777 | CDP | COPT DEFENSE PROPERTIES | Real Estate | 109 | $3K | — | SOLD |
| 1778 | EXPI | EXP WORLD HLDGS INC | Real Estate | 296 | $3K | — | SOLD |
| 1779 | PKE | PARK AEROSPACE CORP | Industrials | 155 | $3K | — | SOLD |
| 1780 | BBCA | J P MORGAN EXCHANGE TRADED F | — | 36 | $3K | — | 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%