Principal Street Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$602M
Signature - Title
Morgan Sanders - Chief Compliance Officer
Location
Memphis, TN
Summary
This page shows a list of all the recent 13F filings made by Principal Street Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Principal Street Partners, LLC reported 237 stock holdings with total value $602M as of Q3 2024. Top holdings included SPY, AAPL, IVW, AMZN, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 237 $602M +$126M -$102M +$24.1M SPY, AAPL, IVW, AMZN, MSFT 13F-HR 11/13/2024, 10:13 AM
Q2 2024 253 $558M +$44.5M -$16.2M +$28.4M IVW, ZI, SPY, AAPL, ZION 13F-HR 8/14/2024, 11:23 AM
Q1 2024 257 $516M +$110M -$21.1M +$88.8M IVW, AAPL, SPY, AMZN, MSFT 13F-HR 5/15/2024, 12:33 PM
Q4 2023 219 $414M +$28M -$171M -$143M IVW, ZI, AAPL, SPY, MSFT 13F-HR 2/7/2024, 11:39 AM
Q3 2023 210 $505M +$134M -$22.3M +$112M IVW, AAPL, ZI, SPY, MAA 13F-HR 11/1/2023, 09:29 AM
Q2 2023 222 $421M +$36.5M -$27.1M +$9.36M ZI, AAPL, IVW, SPY, AVGO Restatement 8/21/2023, 09:43 AM
Q1 2023 220 $396M +$25.5M -$35.2M -$9.69M AAPL, IVW, ZI, SPY, MSFT 13F-HR 5/11/2023, 03:25 PM
Q4 2022 231 $397M +$49.8M -$47.2M +$2.57M ZI, IVW, AAPL, SPY, GILD 13F-HR 2/15/2023, 12:00 PM
Q3 2022 200 $375M +$33.3M -$25.5M +$7.8M ZI, IVW, AAPL, SPY, AMZN 13F-HR 11/14/2022, 05:26 PM
Q2 2022 205 $364M +$24.1M -$19.9M +$4.14M IVW, AAPL, SPY, MAA, AMZN 13F-HR 8/15/2022, 11:52 AM
Q1 2022 211 $436M +$62.9M -$31M +$31.9M IVW, AAPL, SPY, ZI, AMZN 13F-HR 5/5/2022, 02:08 PM
Q4 2021 193 $415M +$61.3M -$42.5M +$18.8M IVW, AAPL, ZI, SPY, AMZN 13F-HR 2/7/2022, 11:05 AM
Q3 2021 182 $367M +$17M -$30.3M -$13.3M IVW, AAPL, ZI, AMZN, SPY 13F-HR 11/10/2021, 09:27 AM
Q2 2021 209 $379M +$46.1M -$473M -$427M IVW, AAPL, ZI, AMZN, SPY 13F-HR 8/10/2021, 01:06 PM
Q1 2021 189 $775M +$454M -$28.1M +$426M GS, STLD, SNA, HIG, PAG 13F-HR 5/13/2021, 01:51 PM
Q4 2020 167 $327M +$54M -$34.5M +$19.6M IVW, AAPL, SPY, AMZN, GS 13F-HR 2/16/2021, 03:00 PM
Q3 2020 151 $285M +$26.4M -$16.5M +$9.87M IVW, AAPL, AMZN, GS, CMCSA 13F-HR 11/12/2020, 04:50 PM
Q2 2020 128 $268M +$53.1M -$60M -$6.9M IVW, AAPL, MS, GS, AMZN 13F-HR 8/14/2020, 04:50 PM
Q1 2020 130 $238M +$91.7M -$261M -$169M IVW, BMY, CSCO, ABBV, AMGN 13F-HR 5/14/2020, 04:25 PM
Q4 2019 194 $449M +$97.9M -$72.3M +$25.6M IVW, BMY, T, ARCC, VZ 13F-HR 3/4/2020, 10:10 AM
Q3 2019 171 $399M +$231M -$12.7M +$218M RHP, IVW, MAA, ARCC, T 13F-HR 11/14/2019, 04:20 PM
Q2 2019 133 $181M +$92.8M -$139M -$45.8M RHP, IVW, MAA, ARCC, AMZN 13F-HR 8/15/2019, 10:38 AM
Q1 2019 77 $230M $0 $0 UFS, KLAC, AVGO, FAST, R 13F-HR 5/15/2019, 03:51 PM
Q4 2018 0 13F-NT 2/14/2019, 04:03 PM