Principal Street Partners, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$420.74M
13F filings
1
Latest filing
Aug 21, 2023

Top 10 holdings

GTM $32.16M
7.64% of AUM
AAPL $20.62M
4.90% of AUM
IVW $19.43M
4.62% of AUM
SPY $12.09M
2.87% of AUM
AVGO $9.56M
2.27% of AUM
MSFT $9.06M
2.15% of AUM
AMZN $8.85M
2.10% of AUM
PEP $6.19M
1.47% of AUM
JPM $6.06M
1.44% of AUM
SNA $5.94M
1.41% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Principal Street Partners, LLC. Reported assets under management total $420.74M.

View live Principal Street Partners, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Principal Street Partners, LLC have under management?
Per Principal Street Partners, LLC's most recent SEC Form 13F filing dated Aug 21, 2023, total assets under management are $420.74M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Principal Street Partners, LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Principal Street Partners, LLC. Filings are due 45 days after quarter-end.
Where does Principal Street Partners, LLC's holdings data come from?
Every position shown on this page sources back to Principal Street Partners, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.