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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 6 of 20  ·  398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COP CONOCOPHILLIPS Energy 36,171.0 $3.8M 0.19% -1K -3.1% $103.96 +26.8%
102 XLK SELECT SECTOR SPDR TR 19,381.0 $3.7M 0.18% $190.52 -4.6%
103 MSI MOTOROLA SOLUTIONS INC Technology 8,830.0 $3.7M 0.18% -107.0 -1.2% $415.29 +16.9%
104 CRWD CROWDSTRIKE HLDGS INC Technology 4,755.0 $3.6M 0.18% +3K +236.0% $190.78 -2.8%
105 NEE NEXTERA ENERGY INC Utilities 41,082.0 $3.6M 0.18% +1K +2.7% $87.77 -4.0%
106 AMD ADVANCED MICRO DEVICES INC Technology 6,092.0 $3.5M 0.17% -69.0 -1.1% $580.90 -17.5%
107 PEP PEPSICO INC Consumer Defensive 25,630.0 $3.5M 0.17% +871.0 +3.5% $135.40 +5.1%
108 GWW WW GRAINGER INC Industrials 2,541.0 $3.5M 0.17% -230.0 -8.3% $1360.40 -4.3%
109 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,978.0 $3.3M 0.17% +744.0 +11.9% $477.59 -12.6%
110 RAAX VANECK ETF TRUST 83,963.0 $3.3M 0.16% +46K +120.5% $39.67 +5.2%
111 NSC NORFOLK SOUTHN CORP Industrials 10,519.0 $3.3M 0.16% -265.0 -2.5% $314.59 +11.7%
112 TFC TRUIST FINL CORP Financial Services 66,088.0 $3.3M 0.16% +3K +4.4% $49.82 +1.0%
113 SDY SPDR SERIES TRUST 20,917.0 $3.2M 0.16% -385.0 -1.8% $152.18 +4.0%
114 XLV SELECT SECTOR SPDR TR 19,682.0 $3.1M 0.15% -807.0 -3.9% $158.66 +10.5%
115 GEV GE VERNOVA INC Utilities 2,572.0 $3.0M 0.15% +275.0 +12.0% $1175.00 -21.1%
116 CRWV COREWEAVE INC Technology 29,950.0 $3.0M 0.15% +17K +137.4% $99.54 -11.6%
117 PH PARKER-HANNIFIN CORP Industrials 3,047.0 $3.0M 0.15% +30.0 +1.0% $978.12 +3.9%
118 MA MASTERCARD INCORPORATED Financial Services 5,800.0 $3.0M 0.15% -74.0 -1.3% $513.59 +16.7%
119 AXP AMERICAN EXPRESS CO Financial Services 8,662.0 $2.9M 0.14% +65.0 +0.8% $338.23 -0.7%
120 VB VANGUARD INDEX FDS 9,658.0 $2.9M 0.14% $303.11 -0.0%
Page 6 of 20  ·  398 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%