PRINCIPAL SECURITIES, INC.
Broker-DealerTop Portfolio Positions
711 positions ·
$1,999,354,610 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
480,360 | $83,774,784 | 4.19% | |
| MSFT |
Microsoft Corp
Technology
|
223,933 | $82,893,278 | 4.15% | |
| AAPL |
Apple Inc.
Technology
|
314,960 | $79,933,698 | 4.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
338,859 | $70,574,163 | 3.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
194,773 | $56,008,923 | 2.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
71,947 | $41,163,037 | 2.06% | |
| AVGO |
Broadcom Inc.
Technology
|
126,181 | $39,054,281 | 1.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
102,594 | $30,179,051 | 1.51% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
46,772 | $26,995,862 | 1.35% | |
| V |
Visa Inc.
Financial Services
|
80,335 | $24,280,450 | 1.21% |
Portfolio Trend
Holdings in CGO
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,958,207 | 175,624 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,000,289 | 175,618 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,173,617 | 180,533 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,097,506 | 179,121 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,822,160 | 176,395 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,009,139 | 176,395 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,905,630 | 159,467 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,795,514 | 162,050 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,797,650 | 172,851 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,639,139 | 180,522 | Shares | Sole | 2024-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||