Principle Wealth Partners LLC
Filing Date
Global Rank
#1,510
/ 8,232
▲ 102
Top Industry
Banks - Diversified
11.8%
3Y Alpha vs SPY
-3.1%
Period ended 2 months ago
Filed May 7, 2026 · 37d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.2%
SPY
+76.5%
Annualised alpha
-3.1%
Max drawdown
−17.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
250 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.6%
−0.7 pts
Top 5
32.6%
−2.6 pts
Top 10
44.2%
−2.1 pts
HHI
320
Diversified−33
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.2% | $270,852,723 |
| Financial Services | 21.1% | $210,255,414 |
| Industrials | 12.2% | $121,838,440 |
| Healthcare | 9.3% | $92,739,718 |
| Consumer Cyclical | 9.0% | $89,333,744 |
| Consumer Defensive | 5.0% | $49,821,912 |
| Communication Services | 4.9% | $49,022,803 |
| Energy | 4.4% | $43,338,957 |
| Utilities | 3.5% | $35,216,276 |
| Unclassified | 2.5% | $24,841,471 |
| Basic Materials | 0.6% | $5,756,618 |
| Real Estate | 0.3% | $3,198,063 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABTC | American Bitcoin Corp. | +110,000 | 160,000 | $147,840 | |
| CRWV | CoreWeave, Inc. | +10,060 | 22,675 | $1,756,632 | |
| UNH | Unitedhealth Group Inc | +9,186 | 26,862 | $7,268,588 | |
| PLTR | Palantir Technologies Inc. | +7,149 | 29,771 | $4,354,901 | |
| HOOD | Robinhood Markets, Inc. | +6,644 | 9,917 | $687,248 | |
| PFE | Pfizer Inc | +6,223 | 163,441 | $4,589,423 | |
| KMB | Kimberly Clark Corp | +6,215 | 50,747 | $4,895,563 | |
| EPD | Enterprise Products Partners L.P. | +4,313 | 15,674 | $593,104 | |
| T | At&T Inc. | +4,251 | 40,890 | $1,185,401 | |
| NOW | ServiceNow, Inc. | +3,869 | 15,593 | $1,630,248 | |
| CRWD | CrowdStrike Holdings, Inc. | +3,445 | 4,860 | $1,897,392 | |
| AMZN | Amazon Com Inc | +3,271 | 167,632 | $34,912,716 | |
| HTGC | Hercules Capital, Inc. | +2,850 | 22,235 | $328,410 | |
| D | Dominion Energy, Inc | +2,755 | 62,468 | $3,861,771 | |
| NVDA | Nvidia Corp | +2,653 | 283,806 | $49,495,766 | |
| TFC | Truist Financial Corp | +2,509 | 65,809 | $3,025,239 | |
| META | Meta Platforms, Inc. | +2,430 | 22,110 | $12,649,794 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +2,164 | 25,343 | $1,495,997 | |
| CLX | Clorox Co /De/ | +2,139 | 4,684 | $485,402 | |
| IBIT | iShares Bitcoin Trust ETF | +1,793 | 12,380 | $475,639 | |
| RQI | Cohen & Steers Quality Income Realty Fund Inc | +1,780 | 12,153 | $146,443 | |
| MSFT | Microsoft Corp | +1,694 | 114,654 | $42,441,471 | |
| BAC | Bank Of America Corp /De/ | +1,186 | 121,244 | $5,910,645 | |
| KMI | Kinder Morgan, Inc. | +1,176 | 12,693 | $425,596 | |
| NFLX | Netflix Inc | +1,039 | 39,507 | $3,798,598 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BX | Blackstone Inc. | −5,940 | 23,865 | $2,744,236 | |
| AAPL | Apple Inc. | −5,193 | 366,709 | $93,067,077 | |
| CRM | Salesforce, Inc. | −3,948 | 5,493 | $1,025,378 | |
| QCOM | Qualcomm Inc/De | −3,875 | 33,056 | $4,256,951 | |
| WMB | Williams Companies, Inc. | −3,089 | 4,280 | $311,498 | |
| UBER | Uber Technologies, Inc | −2,707 | 6,299 | $453,087 | |
| BWA | Borgwarner Inc | −2,500 | 4,000 | $217,040 | |
| GOOGL | Alphabet Inc. | −2,406 | 92,718 | $26,661,988 | |
| MRK | Merck & Co., Inc. | −2,214 | 80,052 | $9,629,455 | |
| ODFL | Old Dominion Freight Line, Inc. | −1,895 | 19,516 | $3,813,426 | |
| XOM | Exxon Mobil Corp | −1,772 | 96,782 | $16,420,034 | |
| AFL | Aflac Inc | −1,466 | 9,455 | $1,037,308 | |
| FULT | Fulton Financial Corp | −1,300 | 41,096 | $835,892 | |
| COP | Conocophillips | −1,032 | 36,281 | $4,789,092 | |
| SPY | Spdr S&P 500 ETF Trust | −953 | 17,513 | $11,389,404 | |
| V | Visa Inc. | −939 | 38,194 | $11,543,754 | |
| WM | Waste Management Inc | −899 | 23,988 | $5,512,202 | |
| MDLZ | Mondelez International, Inc. | −839 | 8,722 | $502,736 | |
| MDT | Medtronic plc | −768 | 3,142 | $272,254 | |
| RTX | RTX Corp | −714 | 117,967 | $22,755,834 | |
| TJX | Tjx Companies Inc /De/ | −698 | 15,784 | $2,520,704 | |
| CAT | Caterpillar Inc | −682 | 21,051 | $14,913,791 | |
| GD | General Dynamics Corp | −659 | 26,086 | $8,953,236 | |
| SO | Southern Co | −647 | 99,904 | $9,642,734 | |
| NEE | Nextera Energy Inc | −566 | 39,438 | $3,663,001 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NDAQ | Nasdaq, Inc. | 7,091 | $601,954 | |
| PEG | Public Service Enterprise Group Inc | 6,386 | $516,946 | |
| MU | Micron Technology Inc | 1,327 | $448,313 | |
| QBTS | D-Wave Quantum Inc. | 24,475 | $353,174 | |
| SNOW | Snowflake Inc. | 2,141 | $322,905 | |
| PAGP | Plains Gp Holdings LP | 11,445 | $277,884 | |
| KNTK | Kinetik Holdings Inc. | 4,957 | $239,968 | |
| FLNG | Flex LNG Ltd. | 7,806 | $231,916 | |
| TTE | TotalEnergies SE | 2,532 | $230,361 | |
| BIPH | Brookfield Infrastructure Partners L.P. | 6,312 | $227,989 | |
| VICI | Vici Properties Inc. | 8,130 | $222,111 | |
| MPC | Marathon Petroleum Corp | 902 | $220,250 | |
| TEX | Terex Corp | 3,571 | $211,046 | |
| AEE | Ameren Corp | 1,882 | $206,869 | |
| AMCR | Amcor plc | 5,084 | $202,089 | |
| BBY | Best Buy Co Inc | 3,130 | $200,946 | |
| SMR | NUSCALE POWER Corp | 12,000 | $130,080 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PYPL | PayPal Holdings, Inc. | 8,350 | $487,473 | |
| FISV | Fiserv Inc | 6,152 | $413,229 | |
| APP | AppLovin Corp | 602 | $405,639 | |
| WDC | Western Digital Corp | 1,803 | $310,602 | |
| DVN | Devon Energy Corp/De | 7,730 | $283,149 | |
| ECL | Ecolab Inc. | 1,075 | $282,209 | |
| OKLO | Oklo Inc. | 3,575 | $256,542 | |
| SHOP | Shopify Inc. | 1,352 | $217,631 | |
| BIPC | Brookfield Infrastructure Corp | 4,699 | $213,334 | |
| ALLY | Ally Financial Inc. | 4,700 | $212,863 | |
| NEM | NEWMONT Corp /DE/ | 2,010 | $200,698 | |
| No positions match the current search. | ||||
250 positions ·
$996,216,139 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 250 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 357,768 | $105,241,034 | 10.56% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 366,709 | $93,067,077 | 9.34% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 283,806 | $49,495,766 | 4.97% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 114,654 | $42,441,471 | 4.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 167,632 | $34,912,716 | 3.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 113,128 | $27,653,008 | 2.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 92,718 | $26,661,988 | 2.68% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 117,967 | $22,755,834 | 2.28% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 68,838 | $21,394,162 | 2.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 96,782 | $16,420,034 | 1.65% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 18,352 | $15,525,608 | 1.56% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 192,585 | $14,942,670 | 1.50% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 21,051 | $14,913,791 | 1.50% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 59,145 | $14,336,156 | 1.44% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 42,339 | $13,924,873 | 1.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 27,440 | $13,149,248 | 1.32% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 22,110 | $12,649,794 | 1.27% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 38,194 | $11,543,754 | 1.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 17,513 | $11,389,404 | 1.14% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 12,174 | $11,197,279 | 1.12% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 31,526 | $11,092,423 | 1.11% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 52,844 | $10,933,423 | 1.10% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 74,133 | $10,707,770 | 1.07% | |
| SO |
Southern Co
Utilities
|
Reduced | 99,904 | $9,642,734 | 0.97% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 80,052 | $9,629,455 | 0.97% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 24,255 | $9,016,796 | 0.91% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 26,086 | $8,953,236 | 0.90% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 16,033 | $8,626,074 | 0.87% | |
| ORCL |
Oracle Corp
Technology
|
Added | 58,612 | $8,622,411 | 0.87% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 108,040 | $8,216,442 | 0.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 12,664 | $7,309,407 | 0.73% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 26,862 | $7,268,588 | 0.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 33,059 | $7,190,001 | 0.72% | |
| MMM |
3M Co
Industrials
|
Added | 45,500 | $6,607,965 | 0.66% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 6,205 | $6,182,848 | 0.62% | |
| OFLX |
Omega Flex, Inc.
Industrials
|
Held | 192,275 | $5,968,216 | 0.60% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 121,244 | $5,910,645 | 0.59% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 35,016 | $5,789,545 | 0.58% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 5,757 | $5,536,564 | 0.56% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 23,988 | $5,512,202 | 0.55% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 41,455 | $5,428,117 | 0.54% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 25,110 | $5,206,307 | 0.52% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 39,036 | $5,114,496 | 0.51% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 3,737 | $4,935,941 | 0.50% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 23,716 | $4,935,062 | 0.50% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 50,747 | $4,895,563 | 0.49% | |
| COP |
Conocophillips
Energy
|
Reduced | 36,281 | $4,789,092 | 0.48% | |
| PSX |
Phillips 66
Energy
|
Added | 26,228 | $4,778,217 | 0.48% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 15,863 | $4,626,919 | 0.46% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 163,441 | $4,589,423 | 0.46% |