Thomas Drogan

@Principal Securities, Inc.

Latest period2024 - Q3

Reported2mo 22d ago

Managed Assets$4.135B

Total holdings3452

Assets growth rate13.97%

Assets growth rate (2-Q avg)13.5%

Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Principal Securities, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3452 positions.

Assets under management

The assets under management (AUM) of Principal Securities, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.135B in assets, with a quarterly growth rate of 13.97% and a 2-quarter average growth rate of 13.5%. The portfolio is managed by Thomas Drogan, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CARTMaplebear Inc Recent Activity New Position	0.01%	$14,870 365 shares@ $40.74 avg price	New Position
DFAUDimensional Etf Trust Recent Activity New Position	0.01%	$14,487 365 shares@ $39.7 avg price	New Position
SYBTStock Yds Bancorp Inc Recent Activity New Position	0.01%	$13,948 225 shares@ $62.0 avg price	New Position
GABCGerman Amern Bancorp Inc Recent Activity New Position	0.01%	$13,446 347 shares@ $38.75 avg price	New Position
FDLOFidelity Covington Trust Recent Activity New Position	0.01%	$12,761 208 shares@ $61.36 avg price	New Position
DUHPDimensional Etf Trust Recent Activity New Position	0.01%	$11,107 326 shares@ $34.08 avg price	New Position
SERVServe Robotics Inc Recent Activity New Position	0.01%	$9,938 1,250 shares@ $7.96 avg price	New Position
TXNMTxnm Energy Inc Recent Activity New Position	0.01%	$8,754 200 shares@ $43.77 avg price	New Position
SNSharkninja Inc Recent Activity New Position	0.01%	$8,262 76 shares@ $108.72 avg price	New Position
PRCTProcept Biorobotics Corp Recent Activity New Position	0.01%	$8,012 100 shares@ $80.12 avg price	New Position