Principal Street Partners, LLC Incresed Positions in Q2 2025

Principal Street Partners, LLC

  • $1.01 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
352K
+ 100.18%
$82.96 - $110.1 $29.2M - $38.8M
703K $77.4M
AAPL
Apple Inc.

Technology
218K
+ 198.99%
$172.42 - $223.89 $37.5M - $48.7M
327K $67.1M
AMZN
Amazon Com Inc

Consumer Cyclical
136K
+ 190.6%
$167.32 - $223.3 $22.8M - $30.4M
208K $45.5M
MSFT
Microsoft Corp

Technology
52.6K
+ 194.69%
$354.56 - $497.45 $18.6M - $26.1M
79.5K $39.6M
ZI
Zoom Info Technologies Inc.

Technology
976K
+ 99.96%
$7.41 - $10.31 $7.23M - $10.1M
1.95M $19.8M
NFLX
Netflix Inc

Communication Services
4.22K
+ 100.81%
$855.86 - $1339.13 $3.61M - $5.65M
8.4K $11.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
93.6K
+ 146.77%
$55.54 - $69.09 $5.2M - $6.47M
157K $10.9M
IQLT
Ishares Msci Intl Quality Fact

ETFs
133K
+ 155.83%
$35.9 - $43.76 $4.77M - $5.82M
218K $9.44M
BRK-A
Berkshire Hathaway Inc

Financial Services
8
+ 100.0%
$725400.0 - $809350.0 $5.8M - $6.47M
16 $11.7M
MAA
Mid America Apartment Communities Inc.

Real Estate
37.8K
+ 100.0%
$145.91 - $168.0 $5.51M - $6.34M
75.5K $11.2M
VIG
Vanguard Dividend Appreciation

ETFs
19.7K
+ 98.93%
N/A
39.7K $7.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.69K
+ 190.18%
$483.48 - $539.8 $2.75M - $3.07M
8.69K $4.22M
IBM
International Business Machines Corp

Technology
4.18K
+ 13.82%
$221.03 - $294.78 $923K - $1.23M
34.4K $10.1M
SAP
Sap Se

Technology
7.68K
+ 208.35%
$237.53 - $309.8 $1.83M - $2.38M
11.4K $3.46M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
18K
+ 101.37%
$121.58 - $136.74 $2.19M - $2.46M
35.8K $4.86M
LLY
Eli Lilly & CO

Healthcare
3.02K
+ 132.43%
$713.71 - $898.95 $2.15M - $2.71M
5.3K $4.13M
MS
Morgan Stanley

Financial Services
6.19K
+ 10.91%
$99.83 - $140.86 $618K - $872K
63K $8.87M
TPR
Tapestry, Inc.

Consumer Cyclical
6.24K
+ 6.89%
$60.6 - $87.81 $378K - $548K
96.9K $8.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.38K
+ 100.0%
$456.74 - $568.03 $1.55M - $1.92M
6.77K $3.84M
STT
State Street Corp

Financial Services
6.72K
+ 9.31%
$75.33 - $106.34 $506K - $715K
78.9K $8.39M
HD
Home Depot, Inc.

Consumer Cyclical
3.88K
+ 22.36%
$335.24 - $380.78 $1.3M - $1.48M
21.2K $7.78M
AZN
Astrazeneca PLC

Healthcare
20.9K
+ 205.09%
$64.87 - $75.0 $1.36M - $1.57M
31.1K $2.17M
GLW
Corning Inc

Technology
7.58K
+ 5.32%
$39.07 - $52.59 $296K - $399K
150K $7.89M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
34.2K
+ 101.57%
$19.0 - $29.8 $649K - $1.02M
67.8K $1.97M
AIQ
Global X Funds Global X Artifi

ETFs
22.1K
+ 100.0%
$31.5 - $43.69 $696K - $966K
44.2K $1.93M
EFG
Msci Eafe Growth ETF

ETFs
9.11K
+ 101.97%
$89.8 - $112.0 $818K - $1.02M
18K $2.02M
DE
Deere & CO

Industrials
2.12K
+ 186.6%
$412.99 - $531.48 $874K - $1.12M
3.25K $1.65M
NVO
Novo Nordisk A S

Healthcare
16.3K
+ 171.03%
$58.08 - $81.05 $945K - $1.32M
25.8K $1.78M
COST
Costco Wholesale Corp

Consumer Defensive
1.05K
+ 106.26%
$908.13 - $1056.85 $955K - $1.11M
2.04K $2.02M
TNL
Travel & Leisure Co.

Consumer Cyclical
8.11K
+ 7.07%
$38.78 - $51.89 $315K - $421K
123K $6.34M
IWN
Ishares Russell2000 Val ETF

ETFs
6.17K
+ 100.92%
$131.84 - $157.76 $813K - $973K
12.3K $1.94M
PG
Procter & Gamble CO

Consumer Defensive
6.58K
+ 164.21%
$157.66 - $172.39 $1.04M - $1.13M
10.6K $1.69M
KO
Coca Cola CO

Consumer Defensive
15.2K
+ 16.96%
$68.37 - $73.9 $1.04M - $1.13M
105K $7.44M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.88K
+ 208.76%
$141.37 - $228.57 $549K - $888K
5.74K $1.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
13.1K
+ 100.54%
$53.65 - $67.02 $701K - $876K
26.1K $1.75M
UL
Unilever PLC

Consumer Defensive
15.3K
+ 197.83%
$57.9 - $65.43 $887K - $1M
23.1K $1.41M
PM
Philip Morris International Inc.

Consumer Defensive
4.61K
+ 293.7%
$149.23 - $184.95 $689K - $853K
6.19K $1.13M
ALIZY
Allianz Se

Financial Services
20.4K
+ 212.76%
$34.54 - $42.94 $706K - $878K
30K $1.22M
WEST
Westrock Coffee Holdings, LLC
194K
+ 100.0%
$5.51 - $7.84 $1.07M - $1.52M
389K $2.23M
NVS
Novartis Ag

Healthcare
6.15K
+ 101.12%
$101.96 - $121.01 $627K - $744K
12.2K $1.48M
AMD
Advanced Micro Devices Inc

Technology
5K
+ 252.04%
$78.21 - $143.81 $391K - $719K
6.99K $991K
SHEL
Shell PLC

Energy
11.4K
+ 199.32%
$59.75 - $73.05 $681K - $832K
17.1K $1.2M
VTHR
Vanguard Russell 3000 ETF

ETFs
2.62K
+ 100.0%
$218.71 - $272.75 $574K - $716K
5.25K $1.43M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
8.01K
+ 184.36%
$102.31 - $124.7 $820K - $999K
12.4K $1.3M
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
9.1K
+ 205.44%
$62.6 - $77.72 $569K - $707K
13.5K $1.04M
RY
Royal Bank Of Canada

Financial Services
5.02K
+ 101.99%
$108.36 - $131.55 $544K - $661K
9.95K $1.31M
VONV
Vanguard Russell 1000 Value Et

ETFs
8.55K
+ 100.0%
$73.19 - $85.21 $626K - $728K
17.1K $1.46M
TSCDY
Tesco PLC

Consumer Defensive
36.3K
+ 105.3%
$12.31 - $16.74 $446K - $607K
70.7K $1.18M
CI
Cigna Corp

Healthcare
2.19K
+ 200.55%
$301.89 - $340.04 $660K - $743K
3.28K $1.08M
Activity Summary
Buys All Purchases 340 New Holdings 167 Increased Positions 173 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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