As of the latest SEC filings, PRINCIPAL FUNDS INC. (PBCKX) is held by 9 institutional funds. The largest fund shareholder is Ocean Park Tactical Core Income Fund (SSIRX), holding an estimated $44,458,844.03 in market value, representing 4.08% of its portfolio.
Funds holding PRINCIPAL FUNDS INC. (PBCKX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PBCKX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SSIRX
Ocean Park Tactical Core Income Fund
|
MF | Independent / Boutique | 4.08% | $44,458,844.03 | 4,853,586 | Mar 31, 2026 | May 29, 2026 |
|
SIRIX
Ocean Park Tactical All Asset Fund
|
MF | Independent / Boutique | 4.09% | $14,992,491.35 | 1,636,735 | Mar 31, 2026 | May 29, 2026 |
|
SRFJX
Ocean Park Tactical Risk Spectrum 50 Fund
|
MF | Independent / Boutique | 2.15% | $5,663,034.40 | 618,235 | Mar 31, 2026 | May 29, 2026 |
|
SRTNX
Ocean Park Tactical Risk Spectrum 30 Fund
|
MF | Independent / Boutique | 3.47% | $5,552,337.26 | 606,150 | Mar 31, 2026 | May 29, 2026 |
|
SRSNX
Ocean Park Tactical Risk Spectrum 70 Fund
|
MF | Independent / Boutique | 1.16% | $878,242.79 | 95,878 | Mar 31, 2026 | May 29, 2026 |
|
MHEFX
MH Elite Fund of Funds
|
MF | Independent / Boutique | 2.67% | $725,985.05 | 19,950 | Mar 31, 2026 | May 26, 2026 |
|
STBDX
Ocean Park Tactical Bond Fund
|
MF | Independent / Boutique | 0.00% | $31,402.93 | 4,780 | Mar 31, 2026 | May 29, 2026 |
|
RWDIX
Redwood Managed Volatility Fund
|
MF | Independent / Boutique | 0.02% | $14,942.18 | 2,254 | Apr 30, 2026 | Jun 17, 2026 |
|
CPATX
Counterpoint Tactical Income Fund
|
MF | Independent / Boutique | 0.00% | $6,570.00 | 1,000 | Mar 31, 2026 | May 28, 2026 |
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