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PRINCIPAL STREET PARTNERS, LLC 13F portfolio summary

PRINCIPAL STREET PARTNERS, LLC of PRINCIPAL STREET PARTNERS, LLC has 237 current stock holdings with a reported portfolio value of $612.6M. The portfolio 1 year return is +17.42%. Top holdings include QQQ (0.00%), IVW (6.56%), SPY (5.32%), EUSA (4.75%), VXUS (2.20%).

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PRINCIPAL STREET PARTNERS, LLC

PRINCIPAL STREET PARTNERS, LLC
Latest filing: 2026-03-31

PRINCIPAL STREET PARTNERS, LLC runs PRINCIPAL STREET PARTNERS, LLC and currently holds 237 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $612.64M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PRINCIPAL STREET PARTNERS, LLC ranks #787 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PRINCIPAL STREET PARTNERS, LLC's portfolio at PRINCIPAL STREET PARTNERS, LLC has delivered returns of +17.42%. Their 3-year annualized return is +56.21%. Looking at the 5-year horizon, PRINCIPAL STREET PARTNERS, LLC has achieved +57.86% annualized returns at PRINCIPAL STREET PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.42%
#771/1000
3 Year
+56.21%
#732/1000
5 Year
+57.86%
#739/1000

Portfolio Value

$612.64M

Alpha Score

43.7

#787 of 1000

Holdings

237

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change