Principal Street Partners, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $611 Million distributed in 272 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $42.5M, Spdr S&P 500 ETF Trust with a value of $31.8M, Apple Inc. with a value of $28.2M, Ishares Msci Usa Equal Weighte with a value of $21.2M, and Amazon Com Inc with a value of $16M.

Examining the 13F form we can see an decrease of $404M in the current position value, from $1.01B to 611M.

Principal Street Partners, LLC is based out at Memphis, TN

Below you can find more details about Principal Street Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $611 Million
ETFs: $132 Million
Technology: $108 Million
Financial Services: $68 Million
Communication Services: $61 Million
Healthcare: $51.4 Million
Consumer Cyclical: $48.1 Million
Utilities: $40.8 Million
Consumer Defensive: $32.1 Million
Other: $66.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 272
  • Current Value $611 Million
  • Prior Value $1.01 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 202 stocks
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