— Know what they know.
Not Investment Advice

LCAP

Principal Capital Appreciation Select ETF
1W: -1.4% 1M: -2.1% 3M: +2.8% YTD: +12.2% 1Y: +17.8%
$33.34
+0.21 (+0.63%)
 
Weekly Expected Move ±1.2%
$33 $33 $33 $34 $34
ETF CBOE · AUM $36.5M
Key Statistics
AUM$36M
Holdings56
Top 10 Wt43.0%
Volume20,086
Avg Volume43,657
Beta0.89
Portfolio Fundamentals
P/E20.9
P/B9.2
Div Yield0.79%
ROE48.7%
% Profitable91%
Inception2025-05-19
Sector Allocation
Technology 35.6%
Financial Services 16.4%
Healthcare 10.2%
Industrials 8.9%
Communication Services 8.5%
Consumer Cyclical 7.9%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP COMMON STOCK USD.001 NVDA 7.73% $143.2M 640,979
2 APPLE INC COMMON STOCK USD.00001 AAPL 6.35% $117.6M 372,815
3 MICROSOFT CORP COMMON STOCK USD.00000625 MSFT 5.09% $94.2M 191,683
4 ALPHABET INC CL A COMMON STOCK USD.001 GOOGL 4.77% $88.3M 267,071
5 AMAZON.COM INC COMMON STOCK USD.01 AMZN 4.38% $81.1M 321,397
6 VISA INC CLASS A SHARES COMMON STOCK USD.0001 V 3.26% $60.3M 164,189
7 JPMORGAN CHASE + CO COMMON STOCK USD1.0 JPM 3.04% $56.3M 158,730
8 MARATHON PETROLEUM CORP COMMON STOCK USD.01 MPC 2.94% $54.5M 136,422
9 STATE STREET INSTITUTIONAL US STATE ST INST US GOV MM PREM GVMXX 2.80% $51.8M 51,832,519
10 BROADCOM INC COMMON STOCK AVGO 2.67% $49.5M 135,730

Recent Holding Changes

Date Holding Change Details
2026-09-11 MCK Changed 43189 → 43237
2026-09-11 TSLA Changed 64173 → 64242
2026-09-11 AXP Changed 116481 → 116607
2026-09-11 TMO Changed 52578 → 52635
2026-09-11 AVGO Changed 135583 → 135730

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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