Principal Street Partners, LLC Portfolio Holdings

Principal Street Partners, LLC

  • $611 Million
  • Q3 2025

Principal Street Partners, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $611 Million distributed in 272 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $42.5M, Spdr S&P 500 ETF Trust with a value of $31.8M, Apple Inc. with a value of $28.2M, Ishares Msci Usa Equal Weighte with a value of $21.2M, and Amazon Com Inc with a value of $16M.

Examining the 13F form we can see an decrease of $404M in the current position value, from $1.01B to 611M.

Principal Street Partners, LLC is based out at Memphis, TN

Below you can find more details about Principal Street Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $611 Million
ETFs: $132 Million
Technology: $108 Million
Financial Services: $68 Million
Communication Services: $61 Million
Healthcare: $51.4 Million
Consumer Cyclical: $48.1 Million
Utilities: $40.8 Million
Consumer Defensive: $32.1 Million
Other: $66.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$413B
$239,000 0.04% of portfolio
4,648
Q3 2025 Reduced 42.84%
$23.3B
$267,000 0.04% of portfolio
10,162
Q3 2025 Reduced 2.8%
$89.7B
$239,000 0.04% of portfolio
1,189
Q3 2025 Reduced 49.23%
$7.07B
$214,000 0.04% of portfolio
2,275
Q3 2025 Reduced 50.0%
$113B
$246,000 0.04% of portfolio
2,603
Q3 2025 Reduced 49.22%
$70.2B
$226,000 0.04% of portfolio
7,246
Q3 2025 Reduced 50.0%
$187B
$222,000 0.04% of portfolio
1,335
Q3 2025 Reduced 41.8%
$56.6B
$244,000 0.04% of portfolio
3,371
Q3 2025 Reduced 48.91%
$128B
$247,000 0.04% of portfolio
12,837
Q3 2025 Reduced 48.58%
$0
$228,000 0.04% of portfolio
15,292
Q3 2025 Reduced 62.75%
$163B
$236,000 0.04% of portfolio
329
Q3 2025 New
$26.8B
$242,000 0.04% of portfolio
868
Q3 2025 Reduced 49.18%
$29.2B
$228,000 0.04% of portfolio
7,019
Q3 2025 Reduced 41.47%
$74.9B
$215,000 0.04% of portfolio
825
Q3 2025 Reduced 47.98%
$0
$223,000 0.04% of portfolio
2,802
Q3 2025 Reduced 50.0%
$13.3B
$218,000 0.04% of portfolio
4,715
Q3 2025 Reduced 2.14%
$92.7B
$233,000 0.04% of portfolio
897
Q3 2025 Reduced 46.42%
$3.47B
$227,000 0.04% of portfolio
3,257
Q3 2025 Added 0.4%
$28.9B
$242,000 0.04% of portfolio
2,700
Q3 2025 New
$53B
$229,000 0.04% of portfolio
2,407
Q3 2025 Reduced 53.24%
$74.1B
$215,000 0.04% of portfolio
792
Q3 2025 Reduced 44.15%
$68.8B
$246,000 0.04% of portfolio
4,336
Q3 2025 Reduced 50.0%
$24.4B
$224,000 0.04% of portfolio
13,791
Q3 2025 Reduced 66.0%
$193B
$220,000 0.04% of portfolio
493
Q3 2025 Reduced 48.54%
$109B
$239,000 0.04% of portfolio
7,910
N/A
$136B
$240,000 0.04% of portfolio
565
Q3 2025 Reduced 46.5%
$52.5B
$224,000 0.04% of portfolio
13,071
Q3 2025 New
$13.5B
$204,000 0.03% of portfolio
3,649
Q3 2025 Reduced 47.12%
$72.9B
$204,000 0.03% of portfolio
789
Q3 2025 Reduced 41.38%
$190B
$190,000 0.03% of portfolio
11,933
Q3 2025 Reduced 46.69%
$89.3B
$167,000 0.03% of portfolio
24,988
Q3 2025 Reduced 51.59%
$72.3B
$209,000 0.03% of portfolio
1,874
Q3 2025 Reduced 48.15%
$75.2B
$173,000 0.03% of portfolio
10,968
Q3 2025 Reduced 51.14%
$147B
$210,000 0.03% of portfolio
2,158
Q3 2025 Reduced 50.14%
$19.9B
$210,000 0.03% of portfolio
435
Q3 2025 New
$107B
$206,000 0.03% of portfolio
272
Q3 2025 Reduced 44.26%
$9.52B
$210,000 0.03% of portfolio
14,892
Q3 2025 Reduced 50.0%
$6.28B
$202,000 0.03% of portfolio
1,473
Q3 2025 New
$19.5B
$190,000 0.03% of portfolio
22,277
Q3 2025 Reduced 50.9%
$2.31B
$162,000 0.03% of portfolio
11,616
Q3 2025 Reduced 24.14%
$17.7B
$198,000 0.03% of portfolio
15,535
Q3 2025 Reduced 50.16%
$2.07B
$94,000 0.02% of portfolio
13,806
Q3 2025 Reduced 46.7%
$33.4B
$143,000 0.02% of portfolio
15,313
Q3 2025 Reduced 52.31%
$5.91B
$118,000 0.02% of portfolio
11,914
Q3 2025 Reduced 50.0%
$17.6B
$134,000 0.02% of portfolio
14,324
Q3 2025 Reduced 50.0%
$0
$123,000 0.02% of portfolio
12,190
Q3 2025 Reduced 31.57%
$181B
$111,000 0.02% of portfolio
10,641
Q3 2025 New
$34.7M
$57,000 0.01% of portfolio
36,204
Q1 2025 Added 123.01%
$14.5B
$79,000 0.01% of portfolio
30,244
Q3 2025 Reduced 26.47%

Summary

  • Portfolio
  • No. of Stocks 272
  • Current Value $611 Million
  • Prior Value $1.01 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 202 stocks
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