Principle Wealth Partners LLC
Filing Date
Global Rank
#1,510
/ 8,232
▲ 102
Top Industry
Banks - Diversified
11.8%
3Y Alpha vs SPY
-2.9%
Period ended 2 months ago
Filed May 7, 2026 · 38d
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
+63.7%
SPY
+76.3%
Annualised alpha
-2.9%
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. | ||||
20 positions ·
$49,821,912 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 74,133 | $10,707,770 | 21.49% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 108,040 | $8,216,442 | 16.49% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 6,205 | $6,182,848 | 12.41% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 35,016 | $5,789,545 | 11.62% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 50,747 | $4,895,563 | 9.83% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 34,947 | $4,343,213 | 8.72% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 25,047 | $3,889,548 | 7.81% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 14,730 | $972,032 | 1.95% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 7,579 | $645,958 | 1.30% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Held | 5,400 | $503,928 | 1.01% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 8,722 | $502,736 | 1.01% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Added | 4,684 | $485,402 | 0.97% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Held | 6,646 | $483,097 | 0.97% | |
| UL |
Unilever PLC
Consumer Defensive
|
Reduced | 8,015 | $456,614 | 0.92% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Held | 11,788 | $438,749 | 0.88% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 1,869 | $388,546 | 0.78% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 2,430 | $294,516 | 0.59% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Held | 13,694 | $236,084 | 0.47% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
Reduced | 3,115 | $216,087 | 0.43% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Held | 11,020 | $173,234 | 0.35% |