Titelia

Holdings of Small-MidCap Dividend Income Fund

Principal Funds, Inc · 73 declared positions · as of Feb 28, 2026

Original filing · Net assets 1.7B $ · Ten largest lines: 23.3 % of the equity sleeve

Sector breakdown

  • Industrials 5.5 %
  • Financials 5.2 %
  • Technology 4.5 %
  • Consumer discretionary 4.0 %
  • Utilities 3.7 %
  • Energy 3.6 %
  • Materials 2.3 %
  • Health care 2.3 %
  • Consumer staples 1.6 %
  • Communication 0.6 %
  • Unattributed 66.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.2 %
  • IE 2.1 %
  • GG 1.4 %
  • BM 1.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US701.6B $95.17 %
IE136.7M $2.14 %
GG123.3M $1.36 %
BM122.6M $1.32 %

Positions

CompanySharesValueWeight
MKS Inc 225,85855.2M $3.19 %
East West Bancorp Inc 388,20242.5M $2.46 %
STERIS PLC 158,40440M $2.31 %
Amkor Technology Inc 827,26639.6M $2.29 %
Packaging Corp of America 169,33139.3M $2.27 %
Quest Diagnostics Inc 185,26539.3M $2.27 %
Wintrust Financial Corp 265,35838.2M $2.21 %
nVent Electric PLC 310,09236.7M $2.12 %
Leidos Holdings Inc 199,40934.9M $2.02 %
Williams-Sonoma Inc 163,80333.7M $1.95 %
Cullen/Frost Bankers Inc 242,72933.6M $1.94 %
Hubbell Inc 64,61233.1M $1.91 %
AGCO Corp 234,26532M $1.85 %
Hamilton Lane Inc 303,87931.9M $1.84 %
Crane Co 150,59430.2M $1.75 %
Comfort Systems USA Inc 21,12630.2M $1.75 %
Ingredion Inc 252,74929.7M $1.72 %
Littelfuse Inc 80,54828.4M $1.64 %
ServisFirst Bancshares Inc 350,07428.4M $1.64 %
Acushnet Holdings Corp 274,85328.1M $1.63 %
Agree Realty Corp 349,24228.1M $1.63 %
Targa Resources Corp 118,60328M $1.62 %
Snap-on Inc 69,40126.7M $1.55 %
Brunswick Corp/DE 333,37326.5M $1.54 %
NiSource Inc 555,45726.3M $1.52 %
Nexstar Media Group Inc 104,21126.2M $1.51 %
Equitable Holdings Inc 642,34025.8M $1.49 %
Lincoln Electric Holdings Inc 87,59125.1M $1.45 %
Fidelity National Financial Inc 470,78324.9M $1.44 %
Timken Co/The 227,42124.6M $1.43 %
Raymond James Financial Inc 160,76124.6M $1.42 %
Federal Agricultural Mortgage Corp 154,93624.4M $1.41 %
Avery Dennison Corp 123,40624.2M $1.40 %
Dick's Sporting Goods Inc 118,61824.2M $1.40 %
IDACORP Inc 165,95123.9M $1.38 %
MSA Safety Inc 122,03723.8M $1.38 %
Concentra Group Holdings Parent Inc 975,46923.4M $1.35 %
Amdocs Ltd 334,42623.3M $1.35 %
Assured Guaranty Ltd 262,11022.6M $1.31 %
Reliance Inc 70,55122.3M $1.29 %
Essential Properties Realty Trust Inc 655,03222.2M $1.29 %
Huntington Ingalls Industries, Inc. 49,74822.1M $1.28 %
RPM International Inc 192,75722M $1.27 %
Permian Resources Corp 1,168,35321.4M $1.24 %
EastGroup Properties Inc 107,88321.2M $1.23 %
Nordson Corp 72,13221.2M $1.22 %
Alliant Energy Corp 287,97520.8M $1.21 %
LCI Industries 149,89720M $1.15 %
Hyatt Hotels Corp 115,48918.7M $1.08 %
CH Robinson Worldwide Inc 94,52917.5M $1.01 %
LKQ Corp 516,23417.1M $0.99 %
NRG Energy Inc 91,86816.4M $0.95 %
Service Corp International/US 194,91516.4M $0.95 %
Bio-Techne Corp 276,35916.3M $0.94 %
TD SYNNEX Corp 100,98215.8M $0.92 %
Owens Corning 123,78815.1M $0.87 %
Regency Centers Corp 190,83415.1M $0.87 %
DT Midstream Inc 105,92814.7M $0.85 %
Marzetti Company/The 89,31414.7M $0.85 %
Watsco Inc 34,22214.3M $0.83 %
Camden Property Trust 127,69913.8M $0.80 %
Cousins Properties Inc 578,33213.4M $0.77 %
Verisk Analytics Inc 61,64912.8M $0.74 %
Four Corners Property Trust Inc 496,60212.7M $0.73 %
HF Sinclair Corp 246,14112.3M $0.71 %
Expand Energy Corp 113,09212.2M $0.71 %
Terreno Realty Corp 177,13011.7M $0.68 %
BXP Inc 193,54011.1M $0.64 %
Domino's Pizza Inc 27,59811.1M $0.64 %
Omnicom Group Inc 110,9829.5M $0.55 %
Magnolia Oil & Gas Corp 315,7948.8M $0.51 %
Western Digital Corp 29,8888.4M $0.48 %
Warner Music Group Corp 271,1127.8M $0.45 %