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PRINCIPAL SECURITIES, INC.

Q4 2025 · Filed 2026-02-12
Market Value
$6.3B
+6.4%
Holdings
3,613
-129
New Purchases
10
Added To
899
Closed
2,287
Reduced
395
Top 10 Concentration
21.9%
Turnover
63.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LCAP 1.37% 0.39% +0.98% $87M
IWX 0.32% 0.00% +0.32% $20M
IG 1.37% 1.10% +0.27% $87M
FTEC 0.53% 0.32% +0.21% $33M
YLD 0.86% 0.69% +0.17% $55M
IVV 3.19% 3.02% +0.17% $202M
BCHP 2.30% 2.14% +0.16% $146M
IJR 0.69% 0.53% +0.16% $43M
GOOGL 0.95% 0.80% +0.16% $60M
GOOG 0.61% 0.45% +0.15% $38M
SBAR 0.18% 0.04% +0.14% $11M
PY 0.95% 0.82% +0.13% $60M
FQAL 0.13% 0.00% +0.13% $8M
AAPL 1.24% 1.12% +0.12% $79M
LLY 0.36% 0.25% +0.11% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPMO 0.05% 0.40% -0.36% $3M
PSET 0.15% 0.47% -0.32% $9M
IUSV 1.02% 1.24% -0.22% $64M
IWY 0.29% 0.50% -0.21% $19M
USMC 4.83% 5.02% -0.18% $306M
SPLG 1.06% 1.23% -0.17% $67M
MLPX 0.05% 0.20% -0.16% $3M
IUSG 0.81% 0.96% -0.15% $52M
SPHQ 0.07% 0.22% -0.15% $5M
MSFT 1.55% 1.67% -0.12% $98M
JEPI 0.48% 0.60% -0.12% $30M
GSWO 0.00% 0.11% -0.11% $0
DJD 0.01% 0.12% -0.10% $942K
ORCL 0.14% 0.23% -0.10% $9M
IEFA 0.73% 0.82% -0.09% $46M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $1.4B 22.9%
Large Cap 1,043 $2.6B 41.3%
Mid Cap 1,111 $1.0B 15.8%
Small Cap 950 $715M 11.3%
Micro Cap 430 $551M 8.7%

Portfolio Analytics

Avg Market Cap
$31.1B
Median Market Cap
$3.8B
Avg P/E
32.8
Median P/E
21.0
Avg Dividend Yield
0.03%
Avg Beta
0.95
# Stocks
2,170
# ETFs / Funds
1,443

Top Holdings (3,613 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 USMC 4.83% 4,470,607 $306M $68.45 $7M +91,106 +2.1%
2 IVV 3.19% 295,252 $202M $684.94 $22M +26,449 +9.8%
3 BCHP 2.30% 3,886,459 $146M $37.48 $18M +504,431 +14.9%
4 AGG 2.19% 1,388,177 $139M $99.88 $7M +76,647 +5.8%
5 PSC 2.11% 2,319,425 $134M $57.73 $7M +99,982 +4.5%
6 GSUS 1.76% 1,180,477 $111M $94.40 $6M +42,793 +3.8%
7 MSFT 1.55% 202,408 $98M $483.62 -$1M +10,747 +5.6%
8 IG 1.37% 4,157,920 $87M $20.89 $21M +1,049,107 +33.8%
9 LCAP 1.37% 2,939,281 $87M $29.54 $64M +2,136,058 +265.9%
10 NVDA 1.25% 426,065 $79M $186.50 $7M +37,952 +9.8%
11 AAPL 1.24% 289,790 $79M $271.86 $12M +27,417 +10.4%
12 AMZN 1.18% 323,352 $75M $230.82 $5M +7,816 +2.5%
13 IWB 1.06% 179,752 $67M $373.44 $3M +3,769 +2.1%
14 SPLG 1.06% 833,868 $67M $80.22 -$6M -99,263 -10.6%
15 IUSV 1.02% 627,649 $64M $102.54 -$9M -108,918 -14.8%
16 PY 0.95% 1,157,632 $60M $52.19 $11M +224,296 +24.0%
17 GOOGL 0.95% 192,530 $60M $313.00 $13M -2,442 -1.2%
18 GCOR 0.86% 1,317,711 $55M $41.52 -$139K +4,848 +0.4%
19 IEMG 0.86% 813,736 $55M $67.22 $2M +12,522 +1.6%
20 YLD 0.86% 2,872,059 $55M $19.00 $13M +759,231 +35.9%
21 APUE 0.86% 1,301,886 $54M $41.67 $6M +125,821 +10.7%
22 IVW 0.85% 434,711 $54M $123.26 $3M +16,531 +4.0%
23 VTI 0.84% 157,844 $53M $335.27 $2M +2,569 +1.6%
24 IUSG 0.81% 306,857 $52M $167.94 -$6M -42,106 -12.1%
25 IEFA 0.73% 518,847 $46M $89.46 -$3M -43,129 -7.7%
26 META 0.71% 68,016 $45M $660.09 -$2M +3,564 +5.5%
27 SCHG 0.70% 1,359,101 $44M $32.62 $3M +79,137 +6.2%
28 IJR 0.69% 361,345 $43M $120.18 $12M +96,820 +36.6%
29 SCHP 0.66% 1,582,458 $42M $26.49 $1M +81,422 +5.4%
30 IDEV 0.66% 506,449 $42M $82.48 $4M +30,621 +6.4%
31 GSIE 0.64% 945,892 $41M $42.94 -$898K -63,954 -6.3%
32 AVGO 0.62% 113,334 $39M $346.10 $4M +6,875 +6.5%
33 GOOG 0.61% 122,239 $38M $313.80 $11M +11,541 +10.4%
34 IXUS 0.57% 425,900 $36M $84.64 -$1M -25,190 -5.6%
35 GSLC 0.53% 255,255 $34M $132.37 $973K +3,371 +1.3%
36 FTEC 0.53% 149,048 $33M $224.67 $14M +62,396 +72.0%
37 JPM 0.49% 96,932 $31M $322.22 $2M +4,964 +5.4%
38 VEA 0.48% 486,009 $30M $62.47 $814K -7,095 -1.4%
39 JEPI 0.48% 526,834 $30M $57.24 -$5M -93,753 -15.1%
40 IVE 0.48% 142,012 $30M $212.07 $3M +10,118 +7.7%
41 BND 0.47% 398,501 $30M $74.07 $353K +6,349 +1.6%
42 VTV 0.45% 150,849 $29M $190.99 $2M +8,262 +5.8%
43 SPYG 0.45% 267,120 $29M $106.70 $2M +12,984 +5.1%
44 QQQ 0.43% 44,534 $27M $614.31 $1M +674 +1.5%
45 MBB 0.42% 279,584 $27M $95.22 $5M +47,761 +20.6%
46 V 0.41% 74,885 $26M $350.71 -$318K -2,978 -3.8%
47 IUSB 0.40% 543,326 $25M $46.54 $778K +18,631 +3.5%
48 DYNF 0.39% 408,780 $25M $60.81 $6M +88,893 +27.8%
49 BRK-B 0.39% 49,202 $25M $502.65 $1M +2,494 +5.3%
50 ITOT 0.38% 159,870 $24M $148.69 $964K +3,285 +2.1%
51 APIE 0.37% 667,694 $24M $35.51 $2M +58,717 +9.6%
52 TSM 0.36% 76,039 $23M $303.89 $2M +265 +0.3%
53 LLY 0.36% 21,305 $23M $1,074.68 $8M +1,855 +9.5%
54 LQD 0.34% 196,982 $22M $110.19 -$910K -5,901 -2.9%
55 QUAL 0.34% 108,994 $22M $198.62 $5M +21,410 +24.4%
56 EWU 0.34% 491,983 $22M $43.98 $2M +35,138 +7.7%
57 VGLT 0.33% 379,952 $21M $55.80 $699K +19,371 +5.4%
58 IWX 0.32% 220,752 $20M $91.86 $20M +220,656 +229850.0%
59 HYG 0.31% 246,907 $20M $80.63 -$4M -45,822 -15.7%
60 APCB 0.30% 648,211 $19M $29.65 $1M +49,742 +8.3%
61 IWY 0.29% 67,305 $19M $276.94 -$11M -41,781 -38.3%
62 TSLA 0.29% 41,361 $19M $449.72 $2M +5,024 +13.8%
63 GOVT 0.28% 775,899 $18M $23.02 $5M +212,482 +37.7%
64 QYLD 0.28% 1,002,702 $18M $17.67 $911K +14,641 +1.5%
65 PREF 0.28% 927,395 $18M $19.07 $5M +254,600 +37.8%
66 VCSH 0.28% 220,883 $18M $79.73 $3M +33,909 +18.1%
67 XYLD 0.28% 432,679 $18M $40.63 $775K +4,636 +1.1%
68 ETY 0.27% 1,133,857 $17M $15.34 -$919K -17,881 -1.6%
69 FNDE 0.27% 475,659 $17M $36.06 $1M +38,798 +8.9%
70 MA 0.27% 29,791 $17M $570.88 -$177K -419 -1.4%
71 SPY 0.26% 24,143 $16M $681.91 $3M +3,926 +19.4%
72 VHT 0.26% 56,201 $16M $287.85 $3M +3,734 +7.1%
73 FNDX 0.25% 588,939 $16M $27.21 -$2M -92,215 -13.5%
74 GIGB 0.25% 336,075 $16M $46.25 -$168K -433 -0.1%
75 VXF 0.24% 73,634 $15M $209.12 -$31K -72 -0.1%
76 OEF 0.24% 44,396 $15M $342.97 $5M +14,744 +49.7%
77 VCIT 0.24% 181,177 $15M $83.75 $160K +2,679 +1.5%
78 WMT 0.24% 134,037 $15M $111.41 $3M +16,942 +14.5%
79 ABBV 0.23% 64,569 $15M $228.49 $1M +5,218 +8.8%
80 PQDI 0.23% 734,899 $14M $19.57 $4M +219,061 +42.5%
81 BYRE 0.22% 573,727 $14M $24.46 $3M +120,985 +26.7%
82 CMDY 0.22% 287,546 $14M $48.75 -$127K +18,640 +6.9%
83 GEM 0.22% 332,219 $14M $41.62 $336K +995 +0.3%
84 LVHI 0.22% 375,218 $14M $36.82 $803K +745 +0.2%
85 VOO 0.22% 21,941 $14M $627.13 $642K +520 +2.4%
86 WFC 0.22% 147,416 $14M $93.20 $3M +16,770 +12.8%
87 GGUS 0.22% 214,241 $14M $63.66 $296K +3,433 +1.6%
88 SCHW 0.21% 135,839 $14M $99.91 -$946K -16,231 -10.7%
89 HIGH 0.21% 599,795 $13M $22.31 $1M +78,956 +15.2%
90 VWO 0.21% 248,237 $13M $53.76 $188K +5,404 +2.2%
91 SCHH 0.21% 638,775 $13M $20.89 $635K +49,554 +8.4%
92 SPIB 0.21% 394,576 $13M $33.81 $4M +105,124 +36.3%
93 XOM 0.21% 109,077 $13M $120.34 $1M +3,673 +3.5%
94 SPHY 0.21% 549,655 $13M $23.67 -$932K -32,711 -5.6%
95 CGDV 0.20% 296,898 $13M $43.64 $3M +56,326 +23.4%
96 USHY 0.20% 346,333 $13M $37.40 -$1M -25,130 -6.8%
97 JNJ 0.20% 62,517 $13M $206.95 $3M +6,714 +12.0%
98 VO 0.20% 44,259 $13M $290.22 -$171K -51 -0.1%
99 EQWL 0.20% 107,533 $13M $118.16 $660K +2,490 +2.4%
100 PM 0.19% 76,062 $12M $160.40 -$216K -485 -0.6%

New Positions

SymbolValue% Port
RYLD $4M 0.07%
TCAL $570K 0.01%
TOTB.DE $536K 0.01%
JHPI $513K 0.01%
IBIT $297K —%
UUP $285K —%
ASCI $227K —%
TRFK $225K —%
DDFD $212K —%
ETHA $200K —%

Sold Out Positions

SymbolValue% Port
2H2.F —%
AVY —%
FEGE —%
TMHC —%
FLO —%
TOL —%
ZTO —%
DRLL —%
PINS —%
QBTS —%
HOG —%
KGC —%
DD —%
XPEV —%
KOS —%
View SEC EDGAR Filings for PRINCIPAL SECURITIES, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms