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PRINCIPAL STREET PARTNERS, LLC 13F portfolio summary

PRINCIPAL STREET PARTNERS, LLC of PRINCIPAL STREET PARTNERS, LLC has 277 current stock holdings with a reported portfolio value of $682.6M. The portfolio 1 year return is +25.27%. Top holdings include IVW (7.11%), SPY (5.44%), EUSA (4.76%), VXUS (2.18%), AAPL (2.18%).

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PRINCIPAL STREET PARTNERS, LLC

PRINCIPAL STREET PARTNERS, LLC
Latest filing: 2026-06-30

PRINCIPAL STREET PARTNERS, LLC runs PRINCIPAL STREET PARTNERS, LLC and currently holds 277 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $682.56M. Their top holdings are IVW, SPY, EUSA, VXUS, AAPL. The top five represent 21.7% of reported portfolio weight. PRINCIPAL STREET PARTNERS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, PRINCIPAL STREET PARTNERS, LLC initiated 2 new positions. They added to 36 existing positions. They trimmed 53 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
IVW7.1%
SPY5.4%
EUSA4.8%
VXUS2.2%
AAPL2.2%
Top 5: 21.7%
Portfolio Returns
1 Year
+25.27%
#0/1000
3 Year
+59.37%
#0/1000
5 Year
+105.73%
#0/1000

Portfolio Value

$682.56M

Alpha Score

66.2

#0 of 1000

Holdings

277

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277 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
IVW
ISHARES S&P 500 GROWTH ETF
7.11%$90.87$138.86+52.81%
Added
+0.07%
SPY
SPDR S&P 500 ETF TR
5.44%$569.21$765.62+34.51%
Added
+0.14%
EUSA
ISHARES MSCI USA EQUAL-WEIGHTED ETF
4.76%$100.31$118.36+17.99%
Added
+0.19%
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
2.18%$70.21$87.71+24.93%
Added
+0.31%
AAPL
APPLE INC
2.18%$196.42$309.35+57.49%
Added
+0.15%
HPE
HEWLETT PACKARD ENTERPRISE CO
2.08%$23.81$53.44+124.42%
Trimmed
-0.41%
RSP
INVESCO EXCHANGE TRADED FD TR
1.72%$179.88$221.67+23.23%
Added
+0.37%
TXN
TEXAS INSTRUMENTS INC
1.60%$169.76$264.36+55.73%
Trimmed
-1.65%
VTV
VANGUARD VALUE ETF
1.54%$191.14$226.35+18.42%
Added
+0.47%
AMZN
AMAZON.COM INC
1.44%$196.67$258.63+31.50%
Added
+0.03%

Showing 1-10 of 277