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Principal Street Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Principal Street Partners, LLC
报告期 2026-03-31 · CIK 0001759271
持仓数
247
前50大市值合计
$467.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 16
增持 34
减持 58
清仓 42
方向
标的
Δ市值
现股数(环比)
增持
IVW
Ishares S&P 500 Growth Etf
+$2.6M
245,832
+14%
建仓
NFLX
Netflix, Inc.
+$2.1M
3,497
清仓
—
Netflix Inc
-$2.1M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
Alexion Pharmaceuticals Inc
-$1.4M
0
-100%
减持
STLD
Steel Dynamics Inc
-$1.3M
72,781
-22%
增持
MSFT
Microsoft Corp
+$1.3M
26,174
+17%
减持
—
Penske Automotive Group Inc
+$1.3M
55,407
-3%
增持
AAPL
Apple Inc
+$1.1M
104,623
+4%
减持
MS
Morgan Stanley
-$990.0K
50,447
-22%
增持
—
Alphabet Inc Cap Stock Cl A
+$847.0K
2,603
+4%
增持
TNL
Travel Plus Leisure Co
+$809.0K
91,196
+30%
减持
LEG
Leggett & Platt Inc
-$775.0K
91,310
-3%
减持
XPO
XPO Logistics Inc
-$741.0K
7,198
-23%
减持
BMY
Bristol Myers Squibb Co
-$735.0K
74,970
-3%
减持
—
Interpublic Group Cos Inc
-$722.0K
123,473
-24%
减持
—
FedEx Corp
-$699.0K
3,869
-25%
减持
PFE
Pfizer Inc
-$697.0K
101,900
-21%
清仓
—
Salesforce.com Inc
-$684.0K
0
-100%
增持
—
Regions Financial Corp
+$644.0K
274,037
+6%
清仓
UNP
Union Pacific Corp
-$606.0K
0
-100%
减持
—
Centene Corp
-$561.0K
13,511
-30%
减持
—
Visa Inc Cl A
-$558.0K
7,878
-20%
增持
—
AT&T Inc
+$543.0K
179,445
+20%
清仓
—
Canadian Pacific Railway Ltd
-$534.0K
0
-100%
减持
—
Clearway Energy Inc Cl C
+$514.0K
165,042
-2%
减持
—
Skyworks Solutions Inc
-$493.0K
5,668
-24%
减持
HIG
Hartford Financial Services Gr
+$458.0K
66,247
-2%
清仓
PPRUY
Kering S A Unsponsored Adr
-$451.0K
0
-100%
减持
SJM
Smucker J M Co
-$448.0K
35,044
-2%
减持
—
Incyte Corp
-$447.0K
8,101
-32%
清仓
NSRGY
Nestle Sa - Sponsored Adr
-$445.0K
0
-100%
减持
—
MasterCard Inc Cl A
-$443.0K
4,634
-18%
减持
—
Goldman Sachs Group Inc
-$430.0K
3,073
-27%
清仓
—
Workday Inc Cl A
-$427.0K
0
-100%
减持
—
Kansas City Southern
-$415.0K
948
-60%
减持
SNA
Snap On Inc
-$400.0K
18,909
-3%
减持
—
KKR & Co Inc Cl A
-$399.0K
13,650
-34%
清仓
MAS
Masco Corp
-$390.0K
0
-100%
减持
IBM
International Business Machine
-$390.0K
35,872
-2%
清仓
HTHIY
Hitachi Ltd. - Sponsored Adr
-$389.0K
0
-100%
清仓
SSNHZ
Samsung Electronics Co., Ltd - Sponsored Gdr
-$387.0K
0
-100%
清仓
MDLZ
Mondelez Intl Inc Cl A
-$383.0K
0
-100%
增持
EMN
Eastman Chem Co
-$379.0K
40,962
+6%
减持
ADSK
Autodesk Inc
-$372.0K
3,238
-27%
建仓
CRM
Salesforce.Com, Inc.
+$372.0K
1,373
清仓
DG
Dollar General Corp
-$370.0K
0
-100%
清仓
VIVHY
Vivendi Se - Unsponsored Adr
-$370.0K
0
-100%
减持
—
SS&C Technologies Holdings Inc
-$369.0K
10,690
-31%
建仓
—
Gxo Logistics Incorporated
+$364.0K
4,644
清仓
RHHBY
Roche Holding Ltd. - Sponsored Adr
-$362.0K
0
-100%
清仓
—
Pinnacle Financial Partners In
-$360.0K
0
-100%
减持
—
Vertex Pharmaceuticals Inc
-$352.0K
2,819
-34%
减持
CVX
Chevron Corp
-$351.0K
45,060
-4%
减持
HAS
Hasbro Inc
-$340.0K
46,675
-2%
清仓
CLPBY
Coloplast A/S - Sponsored Adr
-$337.0K
0
-100%
增持
—
Facebook Inc Cl A
+$334.0K
18,541
+8%
清仓
—
General Motors Co
-$334.0K
0
-100%
清仓
SIEGY
Siemens A G Spon Adr
-$330.0K
0
-100%
减持
—
NetApp Inc
+$321.0K
58,666
-3%
建仓
—
Total Se
+$320.0K
6,572
增持
TSLA
Tesla, Inc.
+$315.0K
1,222
+31%
清仓
—
Mediaset Espana Communicacion Shs
-$314.0K
0
-100%
减持
CAG
Conagra Foods Inc
-$311.0K
114,835
-1%
清仓
SRE
Sempra Energy
-$309.0K
0
-100%
减持
DFUS
Dimensional Us Equity Etf
-$307.0K
6,457
-50%
增持
SPY
Spdr S&P 500 Etf
+$306.0K
21,627
+3%
减持
—
BlackRock Inc
-$303.0K
400
-45%
减持
—
Exelon Corp
+$299.0K
100,724
-2%
减持
—
Abbvie Inc
-$297.0K
46,034
-1%
建仓
TMO
Thermo Fisher Scientific, Inc.
+$296.0K
517
建仓
BP
Bp Plc - Sponsored Adr
+$296.0K
10,815
建仓
SGML
Sigma Lithium Corporation
+$293.0K
35,000
减持
—
Altria Group Inc
-$283.0K
94,441
-2%
建仓
KNX
Knight Swift Trans Holdings In
+$283.0K
5,529
清仓
TSN
Tyson Foods Inc Cl A
-$283.0K
0
-100%
建仓
BDX
Becton Dickinson & Co
+$282.0K
1,147
建仓
—
Accenture Plc
+$276.0K
862
清仓
—
O'Reilly Automotive Inc
-$272.0K
0
-100%
建仓
—
Asml Holding Nv
+$271.0K
364
清仓
RIO
Rio Tinto Plc - Sponsored Adr
-$271.0K
0
-100%
清仓
—
Eagle Materials Inc
-$269.0K
0
-100%
清仓
BAESY
Bae Systems Plc - Sponsored Adr
-$267.0K
0
-100%
减持
—
Comcast Corp Cl A
-$262.0K
14,332
-23%
减持
—
Monster Beverage Corp
-$255.0K
8,040
-24%
减持
VOYA
Voya Financial Inc
-$255.0K
11,025
-27%
清仓
—
Tempur-Pedic Intl Inc
-$254.0K
0
-100%
减持
—
Fleetcor Technologies Inc
-$254.0K
2,906
-27%
建仓
ORCL
Oracle Corp.
+$249.0K
2,862
清仓
TSCDY
Tesco Plc - Sponsored Adr
-$248.0K
0
-100%
建仓
ABT
Abbott Laboratories
+$248.0K
2,098
减持
—
JPMorgan Chase & Co
+$247.0K
32,275
-0%
清仓
—
D R Horton Inc
-$244.0K
0
-100%
减持
—
Vertiv Holdings Co Cl A
-$243.0K
27,859
-17%
减持
MLM
Martin Marietta Materials Inc
-$239.0K
1,989
-24%
清仓
CTRA
Cabot Oil & Gas Corp
-$239.0K
0
-100%
建仓
—
Cheniere Energy Inc
+$239.0K
2,448
减持
EMR
Emerson Electric Co
-$235.0K
50,101
-3%
减持
—
Gaming & Leisure Properties In
-$233.0K
16,763
-23%
清仓
—
Anglo American Plc Sponsored Adr
-$229.0K
0
-100%
减持
—
ServiceNow Inc
-$229.0K
1,881
-26%
增持
FHN
First Horizon Natl Corp
+$224.0K
288,685
+11%
建仓
WMT
Walmart, Inc.
+$220.0K
1,582
清仓
INTC
Intel Corp.
-$216.0K
0
-100%
清仓
PTON
Peloton Interactive, Inc.
-$213.0K
0
-100%
建仓
NKE
Nike, Inc.
+$210.0K
1,443
增持
CMI
Cummins Inc
+$201.0K
20,731
+13%
清仓
EGHT
8x8 Inc
-$201.0K
0
-100%
减持
PANW
Palo Alto Networks Inc
+$200.0K
3,089
-10%
增持
NVO
Novo-Nordisk A/S Adr Adr Cmn
+$195.0K
6,140
+31%
清仓
—
Sigma Lithium Resources Corp
-$188.0K
0
-100%
减持
ADM
Archer Daniels Midland Co
-$188.0K
78,729
-3%
清仓
GPK
Graphic Packaging Holding Co
-$187.0K
0
-100%
减持
NRG
NRG Energy Inc
-$183.0K
139,512
-4%
减持
—
Vistra Energy Corp
-$179.0K
39,044
-14%
减持
CMG
Chipotle Mexican Grill Inc Cl
-$177.0K
576
-27%
清仓
—
Edp-Energias De Portugal Sa
-$174.0K
0
-100%
减持
—
American Tower REIT
-$170.0K
2,411
-20%
增持
—
Astrazeneca Plc - Sponsored Adr
+$159.0K
8,982
+42%
减持
—
Targa Resources Corp
-$147.0K
6,112
-39%
增持
—
Tetra Tech Inc
+$144.0K
5,046
+1%
增持
NVDA
Nvidia Corp.
+$143.0K
3,578
+379%
清仓
—
Tele2 Ab Shs B New
-$140.0K
0
-100%
清仓
—
Infrastrutture Wireless Italia Shs
-$140.0K
0
-100%
增持
—
Enphase Energy Inc
-$138.0K
4,662
+2%
清仓
ENLAY
Enel Spa - Unsponsored Adr
-$137.0K
0
-100%
增持
DIS
Disney Walt Co Disney
+$134.0K
3,500
+34%
增持
—
Quanta Services Inc
+$133.0K
5,539
+1%
增持
PG
Procter & Gamble Co
+$124.0K
5,323
+16%
增持
—
Nextera Energy Inc
+$119.0K
13,618
+5%
减持
—
Duke Energy Corp
-$119.0K
47,723
-1%
减持
JNJ
Johnson & Johnson
-$119.0K
30,430
-0%
增持
SAP
Sap Se - Sponsored Adr
+$106.0K
3,025
+41%
增持
—
Garmin Ltd.
+$100.0K
3,578
+14%
增持
DEO
Diageo Plc - Sponsored Adr
+$100.0K
2,513
+23%
增持
GEL
Genesis Energy LP
+$99.0K
94,441
+30%
增持
UNH
Unitedhealth Group
+$96.0K
1,171
+30%
增持
AMGN
Amgen Inc
-$95.0K
21,352
+12%
减持
—
PPL Corp
-$89.0K
149,037
-2%
增持
—
Shoals Technologies Group Inc
-$84.0K
11,486
+1%
增持
COST
Costco Wholesale Corp.
+$84.0K
671
+22%
清仓
—
Regis Resources Ltd.
-$77.0K
0
-100%
减持
—
Fortinet Inc
-$72.0K
1,041
-34%
清仓
—
Aptose Biosciences Inc
-$72.0K
0
-100%
减持
DHR
Danaher Corp
+$69.0K
2,227
-2%
减持
—
Charter Communications Inc Cl
-$68.0K
1,596
-6%
增持
TMUS
T-Mobile US Inc
-$66.0K
4,492
+2%
增持
ADBE
Adobe, Inc.
+$65.0K
972
+15%
增持
SBUX
Starbucks Corp
+$64.0K
7,714
+10%
减持
TXN
Texas Instruments Inc
-$63.0K
26,375
-1%
增持
SDY
Spdr S&P Dividend Etf
-$62.0K
16,203
+1%