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Principal Street Partners, LLC
CIK:0001759271
Asset Manager
$1B AUM
375 holdings
Memphis, TN, USA
Principal Street Partners, LLC is an independent asset management firm offering investment opportunities focusing on municipal bonds and specialized equity investments.
Latest 13F Filing Activity
Principal Street Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 359 equity positions with a total 13F market value of $1B. The fund increased holdings in Ishares S&P 500 Growth Etf, Apple, Inc., Amazon.com, Inc. among other positions. Principal Street Partners, LLC reduced exposure to Best Buy Inc., FMC Corp., Skyworks Solutions Inc. among others.
Top Buys
Top Holdings
Equity Positions (359)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES S&P 500 GROWTH ETF | 7.59% | $77.4M | 703,346 | $90.79 | $110.10 | +$44.8M |
A AAPL | APPLE, INC. | 6.58% | $67.1M | 327,064 | $196.28 | $205.17 | +$42.8M |
S SPY | SPDR S&P 500 ETF | 5.55% | $56.6M | 93,444 | $565.51 | $617.85 | +$30.5M |
A AMZN | AMAZON.COM, INC. | 4.47% | $45.5M | 207,588 | $196.34 | $219.39 | +$32.0M |
M MSFT | MICROSOFT CORP. | 3.88% | $39.6M | 79,546 | $442.05 | $497.41 | +$29.4M |
Industry Allocation
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.9%
ELECTRONIC COMPUTERS
+4.5%
PHARMACEUTICAL PREPARATIONS
+4.4%
SEMICONDUCTORS & RELATED DEVICES
+3.7%
SERVICES-PREPACKAGED SOFTWARE
+3.5%
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