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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 8 of 20  ·  398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HONEYWELL INTL INC 8,231.0 $1.8M 0.09% NEW $223.90
142 TJX TJX COS INC NEW Consumer Cyclical 12,087.0 $1.8M 0.09% -4K -26.7% $151.50 -8.5%
143 HONEYWELL AEROSPACE INC 8,231.0 $1.8M 0.09% NEW $221.08
144 NOW SERVICENOW INC Technology 18,182.0 $1.8M 0.09% +6K +55.1% $99.28 +25.1%
145 IJR ISHARES TR 12,148.0 $1.8M 0.09% -685.0 -5.3% $148.31 -0.8%
146 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,017.0 $1.8M 0.09% -263.0 -6.1% $437.68 -13.5%
147 CI THE CIGNA GROUP Healthcare 6,295.0 $1.7M 0.09% $275.66 +2.6%
148 VZ VERIZON COMMUNICATIONS INC Communication Services 40,609.0 $1.7M 0.09% $42.34 +19.7%
149 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,345.0 $1.7M 0.08% -226.0 -6.3% $501.36 +25.9%
150 ITW ILLINOIS TOOL WKS INC Industrials 6,186.0 $1.7M 0.08% +82.0 +1.3% $270.47 +5.5%
151 UNP UNION PAC CORP Industrials 6,121.0 $1.7M 0.08% +68.0 +1.1% $272.01 +15.1%
152 IVV ISHARES TR 2,217.0 $1.7M 0.08% +137.0 +6.6% $748.84 +2.8%
153 PRF INVESCO EXCHANGE TRADED FD T 30,570.0 $1.7M 0.08% $54.03 +4.0%
154 CARR CARRIER GLOBAL CORPORATION Industrials 21,648.0 $1.6M 0.08% -4K -15.0% $73.35 -19.0%
155 VYMI VANGUARD WHITEHALL FDS 16,145.0 $1.6M 0.08% -500.0 -3.0% $98.20 +7.9%
156 XLI SELECT SECTOR SPDR TR 8,470.0 $1.6M 0.08% -249.0 -2.9% $185.23 -2.4%
157 IGPT INVESCO EXCHANGE TRADED FD T 14,798.0 $1.5M 0.08% NEW $104.10 -11.6%
158 IWF ISHARES TR 11,756.0 $1.5M 0.07% +10K +426.2% $124.17 -2.0%
159 MKL MARKEL GROUP INC Financial Services 737.0 $1.4M 0.07% $1953.01 -6.3%
160 MTB M & T BK CORP Financial Services 6,043.0 $1.4M 0.07% -86.0 -1.4% $238.01 +1.5%
Page 8 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%