Principal Street Partners, LLC Reduced Holdings in Q1 2025

Principal Street Partners, LLC

  • $534 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-106K
- 49.19%
$209.68 - $247.1 $22.2M - $26.2M
109K $24.3M
MSFT
Microsoft Corp

Technology
-25.3K
- 48.38%
$375.39 - $447.2 $9.5M - $11.3M
27K $10.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-64.1K
- 47.31%
$190.26 - $242.06 $12.2M - $15.5M
71.4K $13.6M
LMT
Lockheed Martin Corp

Industrials
-11.6K
- 91.32%
$423.19 - $506.29 $4.92M - $5.88M
1.1K $493K
CMI
Cummins Inc

Industrials
-19.2K
- 92.89%
$312.92 - $386.07 $6.01M - $7.42M
1.47K $461K
JPM
Jpmorgan Chase & CO

Financial Services
-29.2K
- 80.38%
$225.19 - $279.95 $6.57M - $8.17M
7.13K $1.75M
VIG
Vanguard Dividend Appreciation

ETFs
-19.4K
- 49.33%
N/A
19.9K $3.63M
LLY
Eli Lilly & CO

Healthcare
-1.31K
- 36.43%
$725.72 - $929.72 $948K - $1.21M
2.28K $1.88M
NVDA
Nvidia Corp

Technology
-4.03K
- 7.55%
$106.98 - $149.43 $431K - $602K
49.3K $5.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.65K
- 46.98%
$442.66 - $534.52 $1.17M - $1.42M
2.99K $1.59M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
-4.32K
- 49.82%
$123.87 - $158.75 $535K - $685K
4.35K $538K
AZN
Astrazeneca PLC

Healthcare
-7.94K
- 43.78%
$65.37 - $77.96 $519K - $619K
10.2K $749K
AMD
Advanced Micro Devices Inc

Technology
-2.81K
- 58.61%
$96.63 - $129.55 $272K - $364K
1.99K $203K
UL
Unilever PLC

Consumer Defensive
-7.66K
- 49.73%
$54.72 - $60.29 $419K - $462K
7.74K $461K
PG
Procter & Gamble CO

Consumer Defensive
-3.04K
- 43.13%
$158.56 - $176.26 $481K - $535K
4K $682K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.32K
- 25.25%
$222.66 - $268.42 $293K - $353K
3.9K $908K
VRT
Vertiv Holdings CO

Industrials
-4.55K
- 36.73%
N/A
7.84K $679K
SHECY
Shin Etsu Chemical CO LTD Unsp

Basic Materials
-13.4K
- 49.25%
$14.26 - $16.71 $191K - $224K
13.8K $196K
CI
Cigna Corp

Healthcare
-961
- 46.86%
$274.49 - $329.0 $264K - $316K
1.09K $358K
DE
Deere & CO

Industrials
-946
- 45.48%
$408.57 - $509.27 $387K - $482K
1.13K $532K
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.07K
- 49.1%
$283.24 - $338.07 $303K - $361K
1.11K $326K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.03K
- 45.91%
$279.74 - $321.29 $289K - $332K
1.22K $380K
SHEL
Shell PLC

Energy
-4.99K
- 46.59%
$62.84 - $73.29 $313K - $365K
5.72K $418K
INTU
Intuit Inc

Technology
-454
- 50.44%
$555.63 - $630.23 $252K - $286K
446 $273K
OKE
Oneok Inc

Energy
-3.38K
- 53.5%
$89.57 - $109.85 $303K - $372K
2.94K $291K
GD
General Dynamics Corp

Industrials
-813
- 50.56%
$241.94 - $272.58 $197K - $222K
795 $216K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.29K
- 44.86%
$112.81 - $126.16 $258K - $288K
2.81K $342K
ALIZY
Allianz Se

Financial Services
-9.02K
- 48.43%
$30.03 - $39.15 $271K - $353K
9.61K $367K
EPD
Enterprise Products Partners L.P.

Energy
-9.22K
- 56.0%
$31.75 - $34.14 $293K - $315K
7.25K $247K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-275
- 35.99%
$497.6 - $606.74 $137K - $167K
489 $243K
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
-3.85K
- 46.51%
$54.01 - $64.97 $208K - $250K
4.43K $285K
FSK
Fs Kkr Capital Corp

Financial Services
-11.6K
- 43.1%
$20.47 - $24.06 $237K - $279K
15.3K $320K
NOW
Service Now, Inc.

Technology
-76
- 7.1%
$783.83 - $1170.39 $59.6K - $88.9K
995 $792K
CEG
Constellation Energy Corp

Utilities
-296
- 21.54%
$201.63 - $347.44 $59.7K - $103K
1.08K $217K
DAL
Delta Air Lines, Inc.

Industrials
-869
- 6.29%
$43.6 - $69.06 $37.9K - $60K
13K $564K
KKR
Kkr & Co. Inc.

Financial Services
-396
- 6.81%
$108.17 - $167.07 $42.8K - $66.2K
5.42K $626K
NVT
N Vent Electric PLC

Industrials
-105
- 2.05%
$52.42 - $75.4 $5.5K - $7.92K
5.03K $263K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-412
- 18.13%
$165.25 - $224.62 $68.1K - $92.5K
1.86K $308K
ORCL
Oracle Corp

Technology
-128
- 6.71%
$139.81 - $186.47 $17.9K - $23.9K
1.78K $248K
SBUX
Starbucks Corp

Consumer Cyclical
-691
- 11.88%
$91.75 - $115.81 $63.4K - $80K
5.13K $502K
FISV
Fiserv Inc

Technology
-514
- 12.36%
N/A
3.65K $456K
OTIS
Otis Worldwide Corp

Industrials
-403
- 11.86%
$90.77 - $104.01 $36.6K - $41.9K
2.99K $308K
ET
Energy Transfer LP

Energy
-4.58K
- 25.93%
$17.26 - $21.08 $79K - $96.5K
13.1K $242K
KFY
Korn Ferry

Industrials
-200
- 5.81%
$62.52 - $71.6 $12.5K - $14.3K
3.24K $219K
GS
Goldman Sachs Group Inc

Financial Services
-237
- 12.79%
$524.81 - $672.19 $124K - $159K
1.62K $882K
RF
Regions Financial Corp

Financial Services
-475
- 4.22%
$20.84 - $24.77 $9.9K - $11.8K
10.8K $234K
CDNS
Cadence Design Systems Inc

Technology
-8
- 0.56%
$233.96 - $324.52 $1.87K - $2.6K
1.41K $358K
IP
International Paper CO

Consumer Cyclical
-925
- 15.71%
$49.38 - $60.09 $45.7K - $55.6K
4.96K $264K
TTE
Total Energies Se

Energy
-20
- 0.35%
N/A
5.64K $386K
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
Track This Portfolio

Track Principal Street Partners, LLC Portfolio

Follow Principal Street Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Street Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principal Street Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email