PRINCIPAL SECURITIES, INC. BRKR — BRUKER CORP

Ownership history in PRINCIPAL SECURITIES, INC.  ·  8 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported BRUKER CORP (BRKR) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows BRKR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BRKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in BRUKER CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BRKR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRKR stock page PRINCIPAL SECURITIES, INC. fund profile PRINCIPAL SECURITIES, INC. full holdings
How PRINCIPAL SECURITIES, INC. held BRKR — position size vs. price
% of Fund (quarterly)    BRKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5.2% +49.2% ❌ 2,059 -112 -5.2% 0.00% $67K 2025-11-14 (Est.) $41.51
2025 Q2 ADDED — — — 2,171 +363 +20.1% 0.00% $89K 2025-08-14 (Est.) $33.50
2025 Q1 UNCHANGED — — — 1,808 — 0% 0.00% $106K 2025-04-30 $39.85
2024 Q4 ADDED — — — 1,808 +146 +8.8% 0.00% $106K 2025-01-30 $56.63
2024 Q3 ADDED — — — 1,662 +210 +14.5% 0.00% $115K 2024-10-28 $58.03
2024 Q2 ADDED — — — 1,452 +901 +163.5% 0.00% $93K 2024-07-31 $67.96
2024 Q1 REDUCED — — — 551 -20 -3.5% 0.00% $52K 2024-05-10 $75.04
2023 Q4 INITIATED — — — 571 — — 0.00% $42K 2024-02-07 $70.04

🏢 Other funds also holding BRKR

As of 2026 Q1 — sorted by position size

Pallas Capital Advisors LLC 3Y 12.88% Orbis Allan Gray Ltd 3Y 7Y 2.73% Think Investments LP 3Y 7Y 2.61% Old West Investment Management, LLC 3Y 7Y 2.51% SECTOR GAMMA AS 3Y 7Y 2.17% EDENTREE ASSET MANAGEMENT Ltd 2.16% Expect Equity LLC 1.95% EDMOND DE ROTHSCHILD HOLDING S.A. 3Y 7Y 1.75% Ballast Asset Management, LP 1.46% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 1.4%

FAQ About PRINCIPAL SECURITIES, INC. and BRKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL SECURITIES, INC. reported owning BRKR?

PRINCIPAL SECURITIES, INC. reported BRKR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BRKR position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for BRKR was 0.00% in 2024 Q3.

What is the latest reported BRKR position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 2,059 shares, equal to 0.00% of portfolio, with an estimated market value of $67K.

What does the chart on this BRKR ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly BRKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRINCIPAL SECURITIES, INC. time their BRKR position?

Based on 13F filing dates vs. subsequent BRKR price moves, PRINCIPAL SECURITIES, INC. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on BRKR relative to SPY over the holding period was -37.9%.

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