ETF:PY | ETF Holdings | Principal Value ETF

PY ETF holdings

Weights reproduce the dated portfolio and may not sum to exactly 100% because of cash, derivatives, rounding, liabilities, or other positions. Provenance stays internal.

Snapshot fieldReported value
FundPrincipal Value ETF
Report date2026-03-31
Reported holdings99
SEC series IDS000052930

Positions 1–99 of 99

TickerIssuerWeightValue (USD)Balance
AAPLApple Inc7.614817%15,100,251.2159,499 NS
Exxon Mobil CorpExxon Mobil Corp2.922365%5,795,076.6234,157 NS
AMZNAmazon.com Inc2.780912%5,514,573.0626,478 NS
WMTWalmart Inc2.771062%5,495,040.244,215 NS
PGProcter & Gamble Co/The1.952007%3,870,847.5626,799 NS
Bank of America CorpBank of America Corp1.893006%3,753,847.577,002 NS
MRKMerck & Co Inc1.890297%3,748,476.9831,162 NS
JNJJohnson & Johnson1.663245%3,298,228.9213,493 NS
UNHUnitedHealth Group Inc1.621622%3,215,691.5611,884 NS
VZVerizon Communications Inc1.526929%3,027,913.460,317 NS
PEPPepsiCo Inc1.522822%3,019,769.3419,446 NS
AT&T IncAT&T Inc1.517663%3,009,538.87103,813 NS
NextEra Energy IncNextEra Energy Inc1.413053%2,802,096.7230,169 NS
CRMSalesforce Inc1.346974%2,671,061.0314,309 NS
CSCOCisco Systems Inc1.281305%2,540,839.7332,747 NS
QCOMQUALCOMM Inc1.228113%2,435,358.5818,911 NS
Bristol-Myers Squibb CoBristol-Myers Squibb Co1.220182%2,419,631.7539,895 NS
MAMastercard Inc1.202656%2,384,877.184,773 NS
CBChubb Ltd1.192606%2,364,948.087,256 NS
MOAltria Group Inc1.16279%2,305,822.5834,942 NS
Capital One Financial CorpCapital One Financial Corp1.159341%2,298,982.8612,602 NS
ACNAccenture PLC1.151037%2,282,516.1911,511 NS
LMTLockheed Martin Corp1.135321%2,251,352.753,725 NS
SLBSLB Ltd1.116503%2,214,035.3743,083 NS
MCKMcKesson Corp1.106678%2,194,552.962,536 NS
CMCSAComcast Corp1.063887%2,109,696.9373,483 NS
TJX Cos Inc/TheTJX Cos Inc/The1.056367%2,094,784.913,117 NS
APAAPA Corp1.043103%2,068,483.1648,739 NS
FDXFedEx Corp1.03818%2,058,720.45,780 NS
NOCNorthrop Grumman Corp1.021463%2,025,570.562,969 NS
ADBEAdobe Inc1.019509%2,021,696.368,317 NS
CICigna Group/The1.00579%1,994,489.757,477 NS
ADPAutomatic Data Processing Inc0.98444%1,952,153.449,608 NS
CTVACorteva Inc0.977879%1,939,142.1523,165 NS
KEYSKeysight Technologies Inc0.966718%1,917,009.936,789 NS
ITWIllinois Tool Works Inc0.965812%1,915,213.827,358 NS
Travelers Cos Inc/TheTravelers Cos Inc/The0.956671%1,897,086.726,504 NS
LHXL3Harris Technologies Inc0.953466%1,890,731.75,478 NS
ADMArcher-Daniels-Midland Co0.948448%1,880,781.0625,874 NS
Allstate Corp/TheAllstate Corp/The0.941338%1,866,682.029,003 NS
State Street CorpState Street Corp0.925358%1,834,993.4414,499 NS
CAHCardinal Health Inc0.921107%1,826,563.648,644 NS
PHParker-Hannifin Corp0.920066%1,824,499.122,038 NS
AMEAMETEK Inc0.916242%1,816,915.368,476 NS
ROSTRoss Stores Inc0.912289%1,809,077.138,351 NS
Fifth Third BancorpFifth Third Bancorp0.901104%1,786,898.0638,461 NS
Bank of New York Mellon Corp/TheBank of New York Mellon Corp/The0.894297%1,773,399.8714,949 NS
Ford Motor CoFord Motor Co0.888966%1,762,827.32152,758 NS
BKRBaker Hughes Co0.888838%1,762,574.5528,871 NS
EIXEdison International0.879337%1,743,733.0423,828 NS
INTUIntuit Inc0.878493%1,742,059.024,029 NS
Hartford Insurance Group Inc/TheHartford Insurance Group Inc/The0.877525%1,740,139.6412,868 NS
COSTCostco Wholesale Corp0.870804%1,726,813.191,733 NS
GDGeneral Dynamics Corp0.869037%1,723,307.625,021 NS
ADIAnalog Devices Inc0.865696%1,716,683.445,396 NS
Synchrony FinancialSynchrony Financial0.863023%1,711,383.225,160 NS
Northern Trust CorpNorthern Trust Corp0.861698%1,708,755.5112,243 NS
CMICummins Inc0.849216%1,684,002.63,130 NS
ZTSZoetis Inc0.843442%1,672,553.2914,149 NS
TELTE Connectivity PLC0.842295%1,670,278.827,991 NS
DISWalt Disney Co/The0.829214%1,644,339.1817,061 NS
ABNBAirbnb Inc0.825306%1,636,588.812,960 NS
IVZInvesco Ltd0.820173%1,626,409.8266,958 NS
HPQHP Inc0.815719%1,617,578.0584,205 NS
HSTHost Hotels & Resorts Inc0.8029%1,592,157.6883,098 NS
AXPAmerican Express Co0.793644%1,573,803.445,203 NS
NDSNNordson Corp0.79348%1,573,478.845,914 NS
Assurant IncAssurant Inc0.783256%1,553,203.117,131 NS
FISVFiserv Inc0.78311%1,552,91427,830 NS
BBYBest Buy Co Inc0.778328%1,543,432.224,041 NS
SWKSSkyworks Solutions Inc0.772704%1,532,279.728,614 NS
Globe Life IncGlobe Life Inc0.772274%1,531,426.6811,004 NS
KHCKraft Heinz Co/The0.767617%1,522,190.6767,683 NS
OMCOmnicom Group Inc0.76168%1,510,417.3620,056 NS
TSLATesla Inc0.75137%1,489,9744,008 NS
A O Smith CorpA O Smith Corp0.733517%1,454,570.4622,059 NS
ResMed IncResMed Inc0.729359%1,446,324.646,443 NS
Molson Coors Beverage CoMolson Coors Beverage Co0.728998%1,445,610.3233,572 NS
LULULululemon Athletica Inc0.711838%1,411,5829,220 NS
DLTRDollar Tree Inc0.682957%1,354,310.1712,367 NS
CORCencora Inc0.661703%1,312,162.784,177 NS
CVXChevron Corp0.600769%1,191,330.25,758 NS
GEGeneral Electric Co0.567967%1,126,283.133,969 NS
MPCMarathon Petroleum Corp0.540198%1,071,217.664,387 NS
Ares Management CorpAres Management Corp0.512102%1,015,502.89,308 NS
HDHome Depot Inc/The0.507679%1,006,732.293,061 NS
State Street Institutional US Government Money Market FundState Street Institutional US Government Money Market Fund0.453578%899,448.7899,448.7 NS
VVisa Inc0.297514%589,972.481,952 NS
AMGNAmgen Inc0.278037%551,348.951,567 NS
CFCF Industries Holdings Inc0.227399%450,934.323,473 NS
Brown-Forman CorpBrown-Forman Corp0.217399%431,104.216,305 NS
LINLinde PLC0.207503%411,480.8830 NS
JPMorgan Chase & CoJPMorgan Chase & Co0.206045%408,588.241,389 NS
Wells Fargo & CoWells Fargo & Co0.20077%398,129.615,001 NS
Progressive Corp/TheProgressive Corp/The0.197739%392,118.721,978 NS
VTRSViatris Inc0.193493%383,697.5128,401 NS
ABBVAbbVie Inc0.191715%380,172.521,748 NS
ORealty Income Corp0.190882%378,520.666,187 NS
DR Horton IncDR Horton Inc0.188979%374,747.822,731 NS

Research interface only. Not investment advice. Prices are a checked-in snapshot, not live quotes.