Principal Street Partners, LLC Reduced Holdings in Q3 2025

Principal Street Partners, LLC

  • $611 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-216K
- 66.13%
$202.38 - $256.87 $43.8M - $55.6M
111K $28.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-351K
- 49.95%
$108.97 - $121.65 $38.3M - $42.7M
352K $42.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-135K
- 65.0%
$211.65 - $238.24 $28.6M - $32.1M
72.7K $16M
MSFT
Microsoft Corp

Technology
-51.9K
- 65.24%
$491.09 - $535.64 $25.5M - $27.8M
27.7K $14.3M
ZI
Zoom Info Technologies Inc.

Technology
-976K
- 49.99%
N/A
977K $9.91M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-104K
- 33.5%
$99.08 - $103.57 $10.3M - $10.7M
206K $21.2M
TPR
Tapestry, Inc.

Consumer Cyclical
-89K
- 91.92%
$86.48 - $116.14 $7.7M - $10.3M
7.83K $886K
MAA
Mid America Apartment Communities Inc.

Real Estate
-37.8K
- 50.06%
$138.38 - $153.2 $5.23M - $5.79M
37.7K $5.27M
BRK-A
Berkshire Hathaway Inc

Financial Services
-8
- 50.0%
$692600.0 - $759798.0 $5.54M - $6.08M
8 $6.03M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-65.1K
- 41.35%
$68.24 - $73.73 $4.44M - $4.8M
92.3K $6.78M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-85.7K
- 39.24%
$41.43 - $44.2 $3.55M - $3.79M
133K $5.86M
IBM
International Business Machines Corp

Technology
-7.92K
- 23.02%
$234.77 - $292.47 $1.86M - $2.31M
26.5K $7.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.47K
- 62.94%
$459.11 - $506.91 $2.51M - $2.77M
3.22K $1.62M
META
Meta Platforms, Inc.

Communication Services
-3.32K
- 16.23%
$695.21 - $791.73 $2.31M - $2.63M
17.2K $12.6M
SAP
Sap Se

Technology
-7.5K
- 65.99%
$252.42 - $311.93 $1.89M - $2.34M
3.87K $1.03M
T
At&T Inc.

Communication Services
-76.8K
- 23.58%
$26.94 - $29.62 $2.07M - $2.27M
249K $7.02M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-17.8K
- 49.68%
$136.48 - $142.97 $2.43M - $2.54M
18K $2.52M
LLY
Eli Lilly & CO

Healthcare
-2.79K
- 52.61%
$625.65 - $812.69 $1.74M - $2.26M
2.51K $1.92M
UNM
Unum Group

Financial Services
-24K
- 21.94%
$68.55 - $82.12 $1.65M - $1.97M
85.5K $6.65M
GILD
Gilead Sciences, Inc.

Healthcare
-16.7K
- 20.21%
$108.22 - $120.47 $1.81M - $2.02M
66.1K $7.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.37K
- 49.84%
$567.77 - $614.76 $1.92M - $2.07M
3.4K $2.08M
CWEN
Clearway Energy, Inc.

Utilities
-21K
- 9.32%
$27.89 - $32.98 $586K - $692K
204K $5.77M
KO
Coca Cola CO

Consumer Defensive
-13.7K
- 13.06%
$65.67 - $71.67 $902K - $984K
91.4K $6.06M
AZN
Astrazeneca PLC

Healthcare
-20.3K
- 65.21%
$68.72 - $82.11 $1.39M - $1.67M
10.8K $830K
WEST
Westrock Coffee Holdings, LLC
-194K
- 50.0%
$4.67 - $7.16 $908K - $1.39M
194K $944K
NVO
Novo Nordisk A S

Healthcare
-16.8K
- 65.17%
$45.38 - $71.7 $763K - $1.2M
8.98K $498K
PG
Procter & Gamble CO

Consumer Defensive
-7.03K
- 66.48%
$150.47 - $161.22 $1.06M - $1.13M
3.55K $544K
DE
Deere & CO

Industrials
-2.12K
- 65.11%
$457.26 - $524.37 $968K - $1.11M
1.13K $518K
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
-34.4K
- 50.68%
$26.07 - $31.25 $896K - $1.07M
33.5K $879K
COST
Costco Wholesale Corp

Consumer Defensive
-945
- 46.28%
$915.95 - $994.57 $866K - $940K
1.1K $1.02M
EFG
Msci Eafe Growth ETF

ETFs
-9.02K
- 50.0%
$106.99 - $114.46 $965K - $1.03M
9.02K $1.03M
UL
Unilever PLC

Consumer Defensive
-15.2K
- 65.69%
$58.43 - $65.01 $885K - $985K
7.91K $469K
TXN
Texas Instruments Inc

Technology
-4.44K
- 12.17%
N/A
32K $6.23M
STT
State Street Corp

Financial Services
-13.9K
- 17.67%
$102.01 - $117.25 $1.42M - $1.63M
65K $7.54M
IWN
Ishares Russell2000 Val ETF

ETFs
-6.11K
- 49.77%
$157.1 - $178.94 $960K - $1.09M
6.17K $1.09M
AIQ
Global X Funds Global X Artifi

ETFs
-22.1K
- 49.95%
$43.2 - $49.66 $954K - $1.1M
22.1K $1.09M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-13K
- 49.87%
$67.01 - $72.84 $871K - $947K
13.1K $946K
CI
Cigna Corp

Healthcare
-2.22K
- 67.89%
$262.23 - $334.39 $583K - $744K
1.05K $303K
SHEL
Shell PLC

Energy
-11.1K
- 64.84%
$69.82 - $73.93 $775K - $820K
6.02K $430K
ALIZY
Allianz Se

Financial Services
-19.4K
- 64.45%
$38.69 - $44.12 $749K - $854K
10.7K $448K
PM
Philip Morris International Inc.

Consumer Defensive
-3.95K
- 63.9%
$157.77 - $183.27 $624K - $724K
2.23K $362K
VONG
Vanguard Russell 1000 Growth E

ETFs
-7.63K
- 50.0%
$108.08 - $121.73 $825K - $929K
7.63K $919K
MS
Morgan Stanley

Financial Services
-11.8K
- 18.67%
$139.09 - $161.16 $1.64M - $1.89M
51.2K $8.14M
VONV
Vanguard Russell 1000 Value Et

ETFs
-8.55K
- 50.0%
$84.55 - $89.54 $723K - $765K
8.55K $763K
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
-8.73K
- 64.55%
$70.18 - $77.77 $613K - $679K
4.79K $364K
NVS
Novartis Ag

Healthcare
-5.91K
- 48.32%
$113.5 - $129.73 $671K - $766K
6.32K $810K
VTHR
Vanguard Russell 3000 ETF

ETFs
-2.62K
- 50.0%
$272.54 - $295.85 $715K - $776K
2.62K $772K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
-7.1K
- 57.43%
$105.8 - $123.14 $751K - $874K
5.26K $643K
FSK
Fs Kkr Capital Corp

Financial Services
-25.8K
- 62.75%
$14.93 - $22.48 $385K - $579K
15.3K $228K
Activity Summary
Buys All Purchases 59 New Holdings 16 Increased Positions 43 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
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