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Thomas Drogan

@Principal Securities, Inc.

Latest period2024 - Q3ReportedManaged Assets$4.135BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FUNCedar Fair L P
Recent Activity
Exited
0%
$7,229
133 shares@ $54.36 avg price
FLNGFlex Lng Ltd
Recent Activity
Exited
0%
$6,219
230 shares@ $27.04 avg price
ALABAstera Labs Inc
Recent Activity
Exited
0%
$6,051
100 shares@ $60.51 avg price
HEESH &e Equipment Services Inc
Recent Activity
Exited
0%
$5,830
132 shares@ $44.17 avg price
FRMEFirst Merchants Corp
Recent Activity
Exited
0%
$5,593
168 shares@ $33.3 avg price
MFDMacquarie First Tr Global
Recent Activity
Exited
0%
$5,341
715 shares@ $7.47 avg price
BABInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$5,250
199 shares@ $26.39 avg price
CPACopa Holdings Sa
Recent Activity
Exited
0%
$4,949
52 shares@ $95.18 avg price
SPXCSpx Technologies Inc
Recent Activity
Exited
0%
$4,691
33 shares@ $142.16 avg price
LGLVSpdr Ser Tr
Recent Activity
Exited
0%
$4,577
30 shares@ $152.57 avg price