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Portfolio (Quarterly) Guide ↗

Principle Wealth Partners LLC

· CIK 0001743413
13F Portfolio $2.0B AUM 398 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 48 New 111 Added 145 Reduced 22 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,175.0 $320K 0.02% NEW $272.06 -17.5%
22 DUPONT DE NEMOURS INC 2,249.0 $305K 0.01% NEW $135.64
23 CWEN CLEARWAY ENERGY INC Utilities 8,838.0 $302K 0.01% NEW $34.18 -5.0%
24 SCHM SCHWAB STRATEGIC TR 8,178.0 $302K 0.01% NEW $36.87 -2.3%
25 NEXTERA ENERGY INC 6,070.0 $291K 0.01% NEW $47.94
26 PAGP PLAINS GP HLDGS L P Energy 11,445.0 $278K 0.01% NEW $24.27 +15.4%
27 CGGO CAPITAL GROUP GBL GROWTH EQT 6,451.0 $273K 0.01% NEW $42.33 -4.1%
28 TEX TEREX CORP NEW Industrials 3,571.0 $259K 0.01% NEW $72.39 -10.0%
29 VGIT VANGUARD SCOTTSDALE FDS 4,324.0 $255K 0.01% NEW $58.98 -0.9%
30 ALAB ASTERA LABS INC Technology 520.0 $251K 0.01% NEW $483.02 -40.6%
31 FCX FREEPORT MCMORAN INC Basic Materials 3,875.0 $244K 0.01% NEW $62.89 +25.9%
32 NYF ISHARES TR 4,467.0 $241K 0.01% NEW $53.91 -2.1%
33 BBY BEST BUY INC Consumer Cyclical 3,130.0 $238K 0.01% NEW $75.88 +14.2%
34 MILLROSE PPTYS INC 7,690.0 $231K 0.01% NEW $30.05
35 EEM ISHARES TR 3,372.0 $231K 0.01% NEW $68.41 -1.8%
36 MPC MARATHON PETE CORP Energy 902.0 $231K 0.01% NEW $255.67 +41.9%
37 KNTK KINETIK HOLDINGS INC Energy 4,707.0 $228K 0.01% NEW $48.34 +14.5%
38 DFIC DIMENSIONAL ETF TRUST 6,092.0 $227K 0.01% NEW $37.26 +5.8%
39 AMCOR PLC 5,084.0 $220K 0.01% NEW $43.35
40 FLNG FLEX LNG LTD Energy 7,806.0 $219K 0.01% NEW $28.06 +8.9%
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Financial Services 22.9%
Industrials 12.1%
Healthcare 9.3%
Consumer Cyclical 8.5%
Communication Services 5.0%
Consumer Defensive 4.7%
Utilities 3.6%
Energy 3.2%
Basic Materials 0.5%