PRINCIPAL SECURITIES, INC.
Top Portfolio Positions
711 positions ·
$1,999,354,610 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 PHK
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,619,865 | 349,863 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,640,760 | 337,605 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,642,957 | 329,250 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,506,249 | 313,802 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,460,462 | 298,663 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,451,502 | 298,663 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,432,355 | 286,471 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,215,305 | 252,138 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,170,681 | 236,980 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,147,475 | 229,955 | Shares | Sole | 2024-05-10 | |
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