Principal Street Partners, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Principal Street Partners, LLC

CIK Number: 0001759271

1.02B
Market Value
356
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVW iShares S&P 500...
121.06
-0.28% 703.35K +100.18% 77.44M 90.79 7.59% Share
2 AAPL Apple Inc.
258.02
+0.35% 327.06K +198.99% 67.1M 196.28 6.58% Share
3 SPY SPDR S&P 500 ET...
669.25
0.00% 93.44K +99.98% 56.65M 565.51 5.55% Share
4 AMZN Amazon.com, Inc...
219.51
-1.3% 207.59K +190.60% 45.54M 196.34 4.47% Share
5 MSFT Microsoft Corpo...
517.35
+0.31% 79.55K +194.69% 39.57M 442.05 3.88% Share
6 META Meta Platforms,...
710.56
-2.27% 61.33K +268.32% 37.71M 651.23 3.70% Share
7 EUSA iShares MSCI US...
103.79
+0.37% 309.69K +100.00% 30.7M 99.12 3.01% Share
8 NVDA NVIDIA Corporat...
187.62
-0.67% 143.46K +191.08% 22.66M 129.14 2.22% Share
9 GOOGL Alphabet Inc.
245.35
-0.14% 125.1K +176.45% 22.05M 159.76 2.16% Share
10 RSP Invesco S&P 500...
191.28
+0.36% 99.19K -15.09% 18.03M 174.79 1.77% Share
11 NFLX Netflix, Inc.
1153.32
-0.79% 12.61K +201.51% 16.89M 1022.25 1.66% Share
12 BRK-A Berkshire Hatha...
748969.99
+0.58% 16 +100.00% 11.66M 626721.75 1.14% Share
13 MAA Mid-America Apa...
136.71
+0.33% 75.53K +100.00% 11.18M 134.95 1.10% Share
14 VXUS Vanguard Total ...
74.66
+0.74% 157.38K +146.77% 10.87M 65.49 1.07% Share
15 T AT&T Inc.
27.06
+0.19% 360.89K +12.71% 10.44M 19.1 1.02% Share
16 IBM International B...
288.36
+0.57% 34.38K +13.82% 10.13M 146.77 0.99% Share
17 UNM Unum Group
79.42
+1.04% 120.68K +11.69% 9.75M 56.83 0.96% Share
18 ABBV AbbVie Inc.
233.87
-1.14% 51.34K +31.33% 9.53M 138.38 0.93% Share
19 IQLT iShares MSCI In...
45.09
+0.61% 218.31K +155.83% 9.44M 41.74 0.93% Share
20 GILD Gilead Sciences...
112.69
+1.93% 82.85K +7.86% 9.19M 82.21 0.90% Share
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