Principal Street Partners, LLC Purchases in Q1 2025

Principal Street Partners, LLC

  • $534 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBS
Ubs Group Ag

Financial Services
677
+ 9.49%
$30.28 - $35.78 $20.5K - $24.2K
7.81K $239K
DOW
Dow Inc.

Basic Materials
54.4K
+ 56.63%
$34.36 - $41.92 $1.87M - $2.28M
151K $5.26M
SPGI
S&P Global Inc.

Financial Services
19
+ 3.59%
$478.26 - $543.77 $9.09K - $10.3K
548 $278K
ADSK
Autodesk, Inc.

Technology
16
+ 0.57%
N/A
2.82K $692K
KO
Coca Cola CO

Consumer Defensive
345
+ 0.39%
$60.81 - $72.32 $21K - $25K
89.9K $6.44M
MET
Metlife Inc

Financial Services
258
+ 2.88%
$77.7 - $87.0 $20K - $22.4K
9.2K $738K
Brookfield Asset Management Ltd.
44
+ 0.7%
N/A
6.35K $0
Blackrock Inc
403
New
N/A
403 $0
Woodside Energy Group Ltd.
12.2K
New
N/A
12.2K $0
CRM
Salesforce, Inc.

Technology
53
+ 1.61%
$268.36 - $359.95 $14.2K - $19.1K
3.35K $899K
AIQ
Global X Funds Global X Artifi

ETFs
32
+ 0.14%
$36.38 - $42.77 $1.16K - $1.37K
22.1K $804K
DFUS
Dimensional ETF Tr U S Equity

ETFs
107
+ 0.83%
$59.61 - $66.71 $6.38K - $7.14K
13K $786K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.41K
+ 11.54%
$47.79 - $59.89 $67.6K - $84.7K
13.7K $686K
MLM
Martin Marietta Materials Inc

Basic Materials
100
+ 8.66%
$460.39 - $552.64 $46K - $55.3K
1.26K $600K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
45
+ 1.35%
$507.05 - $563.67 $22.8K - $25.4K
3.38K $1.74M
FDX
Fedex Corp

Industrials
210
+ 8.52%
$230.33 - $281.53 $48.4K - $59.1K
2.68K $652K
CAT
Caterpillar Inc

Industrials
28
+ 3.85%
$326.75 - $407.63 $9.15K - $11.4K
755 $248K
SNPS
Synopsys Inc

Technology
25
+ 4.03%
$428.58 - $551.54 $10.7K - $13.8K
646 $277K
VOYA
Voya Financial, Inc.

Financial Services
710
+ 8.73%
$65.1 - $75.67 $46.2K - $53.7K
8.85K $599K
STLA
Stellantis N.V.

Consumer Cyclical
36
+ 0.21%
$11.21 - $14.21 $404 - $512
17.1K $191K
UNH
Unitedhealth Group Inc

Healthcare
66
+ 4.32%
$461.52 - $548.18 $30.5K - $36.2K
1.59K $834K
EFG
Msci Eafe Growth ETF

ETFs
63
+ 0.71%
$96.1 - $106.37 $6.05K - $6.7K
8.93K $893K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
342
+ 1.96%
$128.74 - $138.67 $44K - $47.4K
17.8K $2.41M
ACN
Accenture PLC

Technology
33
+ 1.63%
$300.91 - $398.25 $9.93K - $13.1K
2.05K $640K
LRLCY
L'Oreal CO Adr

Consumer Defensive
10
+ 0.21%
$67.11 - $80.24 $671 - $802
4.83K $358K
DEO
Diageo PLC

Consumer Defensive
108
+ 4.47%
$104.79 - $126.12 $11.3K - $13.6K
2.53K $264K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
143
+ 1.23%
$64.47 - $70.13 $9.22K - $10K
11.7K $797K
ASML
Asml Holding Nv

Technology
1
+ 0.18%
$662.63 - $776.99 $663 - $777
555 $367K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
682
+ 1.08%
$58.01 - $64.46 $39.6K - $44K
63.8K $3.96M
IQLT
Ishares Msci Intl Quality Fact

ETFs
455
+ 0.54%
$36.91 - $41.03 $16.8K - $18.7K
85.3K $3.39M
GOOG
Alphabet Inc.

Communication Services
32
+ 0.23%
$156.06 - $207.71 $4.99K - $6.65K
13.7K $2.14M
GNRC
Generac Holdings Inc.

Industrials
31
+ 0.67%
$126.65 - $164.06 $3.93K - $5.09K
4.68K $592K
PEP
Pepsico Inc

Consumer Defensive
3.67K
+ 10.41%
$142.64 - $156.42 $524K - $575K
39K $5.84M
ZI
Zoom Info Technologies Inc.

Technology
6.14K
+ 0.63%
$9.43 - $12.01 $57.9K - $73.8K
976K $9.76M
GOOGL
Alphabet Inc.

Communication Services
1.38K
+ 3.14%
$154.33 - $206.19 $212K - $284K
45.3K $7M
PKG
Packaging Corp Of America

Consumer Cyclical
647
+ 2.24%
$192.03 - $242.13 $124K - $157K
29.5K $5.85M
NVO
Novo Nordisk A S

Healthcare
235
+ 2.53%
$69.3 - $90.95 $16.3K - $21.4K
9.51K $660K
SWKS
Skyworks Solutions, Inc.

Technology
10.7K
+ 20.22%
$64.12 - $93.96 $684K - $1M
63.4K $4.1M
EMN
Eastman Chemical CO

Basic Materials
2.82K
+ 4.66%
$87.05 - $103.47 $246K - $292K
63.3K $5.58M
BBY
Best Buy CO Inc

Consumer Cyclical
3.32K
+ 5.16%
$70.3 - $91.1 $233K - $302K
67.6K $4.98M
Activity Summary
Buys All Purchases 141 New Holdings 37 Increased Positions 104 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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