Principia Wealth Advisory, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Principia Wealth Advisory, LLC opened 42 positions, added to 528, reduced 195, sold out of 29 and left 145 unchanged. The largest increase in value was EYPT (+$1,127,954); the largest decrease was FDMT (-$499,649).
- HONA: Country of operation United States; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 87.
- GIL: Country of operation —; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 86.
- CVLT: Country of operation United States; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 14.
- SLAB: Country of operation United States; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 9.
Two Form 13F-HR filings compared (SEC CIK 2041436): 2026-03-31 (filed 2026-08-26) and 2026-06-30 (filed 2026-08-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
HONA
HONEYWELL AEROSPACE INC COM | United States | Stock | 0 | 87 | +87 | $0 | $19,234 | +$19,234 |
|---|
GIL
GILDAN ACTIVEWEAR INC COM | | Stock | 0 | 86 | +86 | $0 | $4,438 | +$4,438 |
|---|
CVLT
COMMVAULT SYS INC COM | United States | Stock | 0 | 14 | +14 | $0 | $1,984 | +$1,984 |
|---|
SLAB
SILICON LABORATORIES INC COM | United States | Stock | 0 | 9 | +9 | $0 | $1,967 | +$1,967 |
|---|
BRBR
BELLRING BRANDS INC COMMON STOCK | United States | Stock | 0 | 123 | +123 | $0 | $1,592 | +$1,592 |
|---|
FDXF
FEDEX FGHT HLDG CO INC COMMON STOCK | United States | Stock | 0 | 10 | +10 | $0 | $1,510 | +$1,510 |
|---|
FUL
FULLER H B CO COM | United States | Stock | 0 | 25 | +25 | $0 | $1,457 | +$1,457 |
|---|
WAFD
WAFD INC COM | United States | Stock | 0 | 36 | +36 | $0 | $1,381 | +$1,381 |
|---|
FICO
FAIR ISAAC CORP COM | United States | Stock | 0 | 1 | +1 | $0 | $1,195 | +$1,195 |
|---|
ENLT
ENLIGHT RENEWABLE ENERGY LTD SHS | | Stock | 0 | 10 | +10 | $0 | $890 | +$890 |
|---|
LOAR
LOAR HOLDINGS INC COM SHS | United States | Stock | 0 | 11 | +11 | $0 | $887 | +$887 |
|---|
PLNT
PLANET FITNESS MASTER ISSUER L CL A | United States | Stock | 0 | 17 | +17 | $0 | $887 | +$887 |
|---|
WSE
WISE GROUP PLC ORD SHS CLASS A | | Stock | 0 | 63 | +63 | $0 | $750 | +$750 |
|---|
ELF
E L F BEAUTY INC COM | United States | Stock | 0 | 10 | +10 | $0 | $740 | +$740 |
|---|
LBRDK
LIBERTY BROADBAND CORP COM SER C | United States | Stock | 0 | 16 | +16 | $0 | $532 | +$532 |
|---|
FLR
FLUOR CORP COM | United States | Stock | 0 | 9 | +9 | $0 | $472 | +$472 |
|---|
EXP
EAGLE MATLS INC COM | United States | Stock | 0 | 2 | +2 | $0 | $450 | +$450 |
|---|
PRMB
PRIMO BRANDS CORPORATION CLASS A COM SHS | United States | Stock | 0 | 17 | +17 | $0 | $415 | +$415 |
|---|
THO
THOR INDS INC COM | United States | Stock | 0 | 5 | +5 | $0 | $376 | +$376 |
|---|
ROAD
CONSTRUCTION PARTNERS INC COM CL A | United States | Stock | 0 | 3 | +3 | $0 | $356 | +$356 |
|---|
WMS
ADVANCED DRAIN SYS INC DEL COM | United States | Stock | 0 | 2 | +2 | $0 | $314 | +$314 |
|---|
LOPE
GRAND CANYON ED INC COM | United States | Stock | 0 | 2 | +2 | $0 | $286 | +$286 |
|---|
BWA
BORGWARNER INC COM | United States | Stock | 0 | 4 | +4 | $0 | $266 | +$266 |
|---|
IRTC
IRHYTHM HOLDINGS INC COM | United States | Stock | 0 | 2 | +2 | $0 | $238 | +$238 |
|---|
TIGO
MILLICOM INTL CELLULAR S A COM STK | | Stock | 0 | 2 | +2 | $0 | $182 | +$182 |
|---|
GATX
GATX CORP COM | United States | Stock | 0 | 1 | +1 | $0 | $177 | +$177 |
|---|
TXNM
TXNM ENERGY INC COM | United States | Stock | 0 | 3 | +3 | $0 | $170 | +$170 |
|---|
TOL
TOLL BROTHERS INC COM | United States | Stock | 0 | 1 | +1 | $0 | $165 | +$165 |
|---|
SIRI
SIRIUSXM HOLDINGS INC COMMON STOCK | United States | Stock | 0 | 4 | +4 | $0 | $118 | +$118 |
|---|
ALSN
ALLISON TRANSMISSION HLDGS INC COM | United States | Stock | 0 | 1 | +1 | $0 | $113 | +$113 |
|---|
RYTM
RHYTHM PHARMACEUTICALS INC COM | United States | Stock | 0 | 1 | +1 | $0 | $111 | +$111 |
|---|
OKLO
OKLO INC COM CL A | United States | Stock | 0 | 2 | +2 | $0 | $105 | +$105 |
|---|
ECHO
ECHOSTAR CORP CL A | United States | Stock | 0 | 1 | +1 | $0 | $102 | +$102 |
|---|
POST
POST HLDGS INC COM | United States | Stock | 0 | 1 | +1 | $0 | $88 | +$88 |
|---|
BYD
BOYD GAMING CORP COM | United States | Stock | 0 | 1 | +1 | $0 | $88 | +$88 |
|---|
OLED
UNIVERSAL DISPLAY CORP COM | United States | Stock | 0 | 1 | +1 | $0 | $87 | +$87 |
|---|
UHALB
U HAUL HOLDING COMPANY COM SER N | United States | Stock | 0 | 1 | +1 | $0 | $58 | +$58 |
|---|
MTG
MGIC INVT CORP WIS COM | United States | Stock | 0 | 2 | +2 | $0 | $56 | +$56 |
|---|
GNTX
GENTEX CORP COM | United States | Stock | 0 | 2 | +2 | $0 | $51 | +$51 |
|---|
OCTV
OCTAVE INTELLIGENCE PLC ORD SHS CL B | United States | Stock | 0 | 3 | +3 | $0 | $49 | +$49 |
|---|
UBSI
UNITED BANKSHARES INC WEST VA COM | United States | Stock | 0 | 1 | +1 | $0 | $46 | +$46 |
|---|
AM
ANTERO MIDSTREAM CORP COM | United States | Stock | 0 | 2 | +2 | $0 | $46 | +$46 |
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