Principal Street Partners, LLC New Holdings in Q1 2025

Principal Street Partners, LLC

  • $534 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
117K
New
$169.43 - $182.84 $19.8M - $21.4M
117K $20.2M
KMI
Kinder Morgan, Inc.

Energy
205K
New
$26.1 - $31.22 $5.34M - $6.39M
205K $5.84M
TNL
Travel & Leisure Co.

Consumer Cyclical
115K
New
$46.29 - $57.86 $5.31M - $6.64M
115K $5.31M
FMC
Fmc Corp

Basic Materials
111K
New
$34.54 - $56.38 $3.85M - $6.28M
111K $4.7M
IWN
Ishares Russell2000 Val ETF

ETFs
6.11K
New
$149.27 - $169.4 $912K - $1.04M
6.11K $922K
CCK
Crown Holdings Inc

Consumer Cyclical
8.03K
New
$78.77 - $91.74 $632K - $737K
8.03K $716K
APO
Apollo Global Management, Inc.

Financial Services
4.5K
New
$126.01 - $172.06 $567K - $775K
4.5K $616K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
30.5K
New
$18.53 - $29.07 $565K - $886K
30.5K $577K
HLN
Haleon PLC

Healthcare
49.5K
New
$9.02 - $10.67 $446K - $528K
49.5K $509K
CIEN
Ciena Corp

Technology
8.21K
New
$60.43 - $98.18 $496K - $806K
8.21K $496K
ADBE
Adobe Inc.

Technology
973
New
$377.84 - $464.11 $368K - $452K
973 $373K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
15.3K
New
$20.96 - $23.51 $320K - $359K
15.3K $341K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.3K
New
$32.42 - $36.13 $333K - $371K
10.3K $338K
IEFA
Ishares Tr

ETFs
3.69K
New
$69.57 - $78.65 $257K - $290K
3.69K $279K
PM
Philip Morris International Inc.

Consumer Defensive
1.57K
New
$117.15 - $158.79 $184K - $249K
1.57K $249K
BANX
Arrow Mark Financial Corp.

Financial Services
11.9K
New
$20.47 - $21.49 $243K - $255K
11.9K $249K
CB
Chubb LTD

Financial Services
811
New
$257.71 - $301.99 $209K - $245K
811 $244K
VICI
Vici Properties Inc.

Real Estate
7.37K
New
$28.21 - $32.68 $208K - $241K
7.37K $240K
ISRG
Intuitive Surgical Inc

Healthcare
484
New
$476.63 - $610.45 $231K - $295K
484 $239K
ABT
Abbott Laboratories

Healthcare
1.74K
New
$111.1 - $140.22 $193K - $244K
1.74K $230K
AIQUY
Air Liquide Adr

Basic Materials
6.07K
New
$31.81 - $39.68 $193K - $241K
6.07K $230K
PLTR
Palantir Technologies Inc.

Technology
2.56K
New
$64.98 - $124.62 $166K - $319K
2.56K $216K
VRSN
Verisign Inc

Technology
854
New
$205.1 - $254.74 $175K - $218K
854 $216K
NGG
National Grid PLC

Utilities
3.3K
New
$56.13 - $65.61 $185K - $216K
3.3K $216K
QQQ
Invesco Qqq Trust, Series 1

ETFs
455
New
$468.34 - $539.52 $213K - $245K
455 $213K
BSX
Boston Scientific Corp

Healthcare
2.06K
New
$89.38 - $106.18 $184K - $218K
2.06K $207K
ADI
Analog Devices Inc

Technology
1.02K
New
$201.56 - $243.82 $205K - $248K
1.02K $205K
UBER
Uber Technologies, Inc

Technology
2.81K
New
$63.17 - $81.49 $178K - $229K
2.81K $204K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
984
New
$203.38 - $274.79 $200K - $270K
984 $202K
AFL
Aflac Inc

Financial Services
1.81K
New
$100.99 - $111.19 $182K - $201K
1.81K $200K
MURGY
Muenchener Rueckversicherungs

Financial Services
15.6K
New
$9.86 - $12.78 $154K - $199K
15.6K $197K
MCG
Membership Collective Group Inc.

Consumer Cyclical
12.6K
New
N/A
12.6K $87K
IHS
Ihs Holding LTD

Communication Services
10K
New
$3.03 - $5.37 $30.4K - $53.9K
10K $52K
WIT
Wipro LTD

Technology
14.3K
New
$3.0 - $3.77 $43K - $54.1K
14.3K $43K
Woodside Energy Group Ltd.
12.2K
New
N/A
12.2K $0
Blackrock Inc
403
New
N/A
403 $0
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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