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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Principal Street Partners, LLC

Quarter ended Q3 2023 · Filed August 15, 2023 · Accession 0001104659-23-091842

Total Value
$395.7M
Positions
220
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (220)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE, INC.AAPL109,628$18.1M4.57%
2ISHARES S&P 500 GROWTH ETF464287309275,022$17.6M4.44%
3ZOOMINFO TECHNOLIGIES, INC.GTM628,785$15.5M3.93%
4SPDR S&P 500 ETFSPY28,992$11.9M3.01%
5MICROSOFT CORPMSFT25,829$7.4M1.88%
6BROADCOM INC COMAVGO11,387$7.3M1.85%
7AMAZON.COM INCAMZN66,898$6.9M1.75%
8PEPSICO INCPEP34,888$6.4M1.61%
9TEXAS INSTRUMENTS INC88250810433,847$6.3M1.59%
10ABBVIE INCABBV39,231$6.3M1.58%
11MORGAN STANLEYMS-PQ70,590$6.2M1.57%
12UNITED PARCEL SERVICE INC CL BUPS31,440$6.1M1.54%
13COCA-COLA COKO95,522$5.9M1.50%
14INTERPUBLIC GROUP COS INCINTR156,669$5.8M1.47%
15SMUCKER J M CO83269640536,555$5.8M1.45%
16MID-AMERICA APARTMENT COMMUNITIES, INC.59522J10337,909$5.7M1.45%
17PACKAGING CORP AMERICA69515610941,141$5.7M1.44%
18LOCKHEED MARTIN CORPLMT12,030$5.7M1.44%
19JPMORGAN CHASE & COVYLD43,490$5.7M1.43%
20NRG ENERGY INCNRG161,298$5.5M1.40%
21CHEVRON CORPCVX33,295$5.4M1.37%
22CUMMINS INCCMI22,653$5.4M1.37%
23INTERNATIONAL BUSINESS MACHINEINTR41,239$5.4M1.37%
24BRISTOL MYERS SQUIBB COCELG-RI77,945$5.4M1.37%
25VERIZON COMMUNICATIONS INCVZ138,695$5.4M1.36%
26AT&T INCT-PC279,274$5.4M1.36%
27DUKE ENERGY CORPDUKB55,725$5.4M1.36%
28GILEAD SCIENCES INCGILD64,315$5.3M1.35%
29DOW INCDOW97,224$5.3M1.35%
30SNAP ON INCSNA21,575$5.3M1.35%
31CORNING INCGLW149,688$5.3M1.33%
32STATE STREET CORPSTT-PG68,623$5.2M1.31%
33JOHNSON & JOHNSONJNJ33,215$5.1M1.30%
34ALTRIA GROUP INCMO114,541$5.1M1.29%
35AMGEN INCAMGN21,096$5.1M1.29%
36CLEARWAY ENERGY INC CL CCWEN-A160,885$5.0M1.27%
37CONAGRA FOODS INCCAG133,605$5.0M1.27%
38NETAPP INCNTAP77,659$5.0M1.25%
39EASTMAN CHEM COEMN57,641$4.9M1.23%
40ALLY FINANCIAL INCALLY190,142$4.8M1.22%
41PFIZER INCPFE117,482$4.8M1.21%
42BEST BUY INCBBY61,140$4.8M1.21%
43OGE ENERGY CORPOGE124,154$4.7M1.18%
44EOG RESOURCES INCEOG40,698$4.7M1.18%
45REGIONS FINANCIAL CORPRF-PF245,306$4.6M1.15%
46ALPHABET INC CAP STOCK CL AGOOG43,343$4.5M1.14%
47ADVANCE AUTO PARTS INCAAP35,950$4.4M1.10%
48NEWELL BRANDS INCNWL341,189$4.2M1.07%
49META PLATFORMS, INC.META14,802$3.1M0.79%
50PAYPAL HOLDINGS, INC.PYPL33,842$2.6M0.65%
51SPDR S&P DIVIDEND ETF78464A76316,860$2.1M0.53%
52VANGUARD DIVIDEND APPRECIATION ETF92190884411,902$1.8M0.46%
53T-MOBILE US INCTMUSZ10,305$1.5M0.38%
54ALPHABET, INC. - CLASS CGOOG13,593$1.4M0.36%
55NETFLIX, INC.NFLX3,967$1.4M0.35%
56MERCK & CO INCMRK12,413$1.3M0.33%
57NVIDIA CORP.NVDA4,588$1.3M0.32%
58VANGUARD S&P 500 ETF9229083633,290$1.2M0.31%
59VISA INC CL AV5,143$1.2M0.29%
60CHENIERE ENERGY INCLNG7,167$1.1M0.29%
61NEXTERA ENERGY INCNEE-PW14,566$1.1M0.28%
62GENESIS ENERGY LPGEL99,470$1.1M0.28%
63EXXON MOBIL CORP.XOM9,571$1.0M0.27%
64MASTERCARD INC CL AMA2,857$1.0M0.26%
65NOVO NORDISK A/SNONOF6,461$1.0M0.26%
66BLACKSTONE SECD LENDING FUND CBXSL40,651$1.0M0.26%
67TESLA, INC.TSLA4,976$1.0M0.26%
68ELI LILLY & COLLY3,005$1.0M0.26%
69VANECK VECTORS AGRIBUSINESS ETF92189F70011,477$996,9250.25%
70PALO ALTO NETWORKS INCPANW4,902$979,1260.25%
71PROCTER & GAMBLE CO7427181095,978$888,9330.22%
72SPDR FINANCIAL SELECT SECTOR ETF81369Y60526,579$854,5260.22%
73BERKSHIRE HATHAWAY, INC.BRK-A2,750$849,1180.21%
74DISNEY WALT CO DISNEY2546871068,330$834,0830.21%
75SPDR GOLD ETFGLD4,500$824,4900.21%
76LVMH MOET HENNESSY LOUIS VUITTON SE5024413064,316$791,9000.20%
77VERTEX PHARMACEUTICALS INC92532f1002,480$781,3740.20%
78VANGUARD RUSSELL 3000 ETF92206C5994,124$755,9290.19%
79ENTERPRISE PRODUCTS PARTNERS L29379210728,961$750,0890.19%
80FISERV INCFISV6,476$731,9820.18%
81AMERICAN ELECTRIC POWER INC0255371017,780$707,9020.18%
82DANAHER CORP2358511022,728$687,9970.17%
83LOWES COS INC5486611073,409$681,7590.17%
84WASTE MANAGEMENT INCWM4,174$681,1020.17%
85HOME DEPOT INCHD2,308$681,0230.17%
86SALESFORCE.COM INCCRM3,368$672,8590.17%
87ENERGY TRANSFER LPET-PI53,543$667,6810.17%
88UNITEDHEALTH GROUP, INC.UNH1,399$661,3190.17%
89CHIPOTLE MEXICAN GRILL INC CLCMG385$657,6920.17%
90SPDR S&P REGIONAL BANKING ETF78464A69814,884$652,8030.16%
91MONSTER BEVERAGE CORPMNST12,066$651,6850.16%
92CONOCOPHILLIPSCOP6,540$649,9650.16%
93VANGUARD RUSSELL 1000 GROWTH ETF92206C68010,177$640,0320.16%
94SERVICENOW INCNOW1,369$636,2020.16%
95FEDEX CORPFDX2,763$631,5020.16%
96O'REILLY AUTOMOTIVE INCORLY736$624,8490.16%
97STARBUCKS CORP.SBUX5,980$622,6930.16%
98ASTRAZENECA PLCAZN8,714$604,8590.15%
99REPUBLIC SERVICES INC7607591004,449$601,7670.15%
100KINDER MORGAN INCEP-PC34,324$601,0130.15%
101QUANTA SERVICES INCPWR3,491$581,7400.15%
102GOLDMAN SACHS GROUP INCGSCE1,778$581,6290.15%
103VANGUARD RUSSELL 1000 VALUE ETF92206C7148,548$571,0920.14%
104MARTIN MARIETTA MATERIALS INC5732841061,588$563,8350.14%
105DIMENSIONAL US EQUITY ETF25434V40112,690$563,8160.14%
106CISCO SYSTEMS INCCSCO10,622$555,2650.14%
107SAP SESAPGF4,366$552,5460.14%
108CENTENE CORPCNC8,724$551,4440.14%
109SKYWORKS SOLUTIONS INCSWKS4,636$546,9550.14%
110KKR & CO INC CL AKKRT10,407$546,5750.14%
111CANADIAN PACIFIC RAILWAY LTD13645t1007,091$545,6950.14%
112ACCENTURE PLCACN1,899$542,7330.14%
113VERTIV HOLDINGS CO CL AVRT36,948$528,7260.13%
114VOYA FINANCIAL INCVOYA-PB7,358$525,8030.13%
115COCA-COLA EUROPACIFIC PARTNERS PLCCCEP8,767$518,9310.13%
116AUTODESK INCADSK2,403$500,2080.13%
117SOUTHERN COSOMN7,155$497,8440.13%
118DELTA AIR LINES INCDAL14,092$492,0930.12%
119SCHLUMBERGER LTDSLB10,019$491,9330.12%
120IQVIA HOLDINGS INCIQV2,459$489,0710.12%
121AMPHENOL CORP CL A0320951015,857$478,6340.12%
122NESTLE SA6410694063,911$477,1730.12%
123CF INDUSTRIES HOLDINGS INC1252691006,531$473,4320.12%
124MPLX LPMPLXP13,730$472,9990.12%
125COSTCO WHOLESALE CORP.22160K105947$470,5710.12%
126CENTERPOINT ENERGY INCCNP15,891$468,1490.12%
127DEERE & CO.DE1,111$458,7330.12%
128ROYAL BANK OF CANADA7800871024,660$445,4030.11%
129AES CORPAES17,989$433,1750.11%
130ENBRIDGE INCENNPF11,341$432,6590.11%
131MCDONALD'S CORP.MCD1,542$431,2310.11%
132ISHARES CORE MSCI EAFE46432f8426,425$429,5120.11%
133KROGER COKR8,689$428,9760.11%
134L'OREAL SA5021172034,720$421,7790.11%
135VISTRA ENERGY CORPVST17,500$420,0000.11%
136DCP MIDSTREAM PARTNERS, LP23311P10010,000$417,2000.11%
137DIAGEO PLCDGEAF2,280$416,5520.11%
138HITACHI LTD.HTHIF3,785$412,4860.10%
139STRYKER CORPSYK1,428$407,8790.10%
140OMNICOM GROUP INCOMC4,268$402,9800.10%
141FS KKR CAPITAL CORP.FSK20,902$401,3180.10%
142THERMO FISHER SCIENTIFIC, INC.TMO694$400,2560.10%
143UNILEVER PLCUNLYF7,660$397,7840.10%
144ATMOS ENERGY CORPATO3,522$395,7320.10%
145RAYMOND JAMES FINANCIAL INC7547301094,197$391,6170.10%
146RAYTHEON TECHNOLOGIES CORPRTX3,971$388,8390.10%
147STELLANTIS NVSTLA21,350$388,3490.10%
148METLIFE INCMET-PF6,667$386,2860.10%
149PAYCHEX INCPAYX3,358$384,7930.10%
150ARK INNOVATION ETF00214Q1049,333$376,4980.10%
151AUTOLIV INCALV4,028$376,0540.10%
152SIEMENS AG8261975014,634$375,7340.09%
153BLACKROCK INCBLK558$373,3690.09%
154GARMIN LTD.GRMN3,684$372,7810.09%
155GENERAC HOLDINGS INCGNRC3,384$365,5060.09%
156COLGATE PALMOLIVE COCL4,833$363,2000.09%
157KERING SA4920891075,446$355,0080.09%
158BHP GROUP LTD.BHPLF5,339$340,3970.09%
159TARGA RESOURCES CORPTRGP4,664$340,2390.09%
160BECTON DICKINSON & COBDX1,350$334,1790.08%
161CBOE GLOBAL MARKETS, INC.12503M1082,466$331,0920.08%
162NISOURCE INCNI11,801$329,9560.08%
163PG&E CORPPCG-PX19,942$322,4620.08%
164EXELON CORPEXC7,598$318,2730.08%
165PLAINS GP HOLDINGSPAGP24,237$317,9890.08%
166BUNGE LIMITEDBG3,317$316,8390.08%
167EQUITY LIFESTYLE PROPERTIES INELS4,648$312,1110.08%
168TOTAL SETTE5,135$307,0600.08%
169AIR PRODUCTS & CHEMICALS, INC.AIIR1,068$306,7400.08%
170BP PLCBPPFF8,019$305,1090.08%
171SHELL PLCRYDAF5,281$303,8690.08%
172SAMSUNG ELECTRONICS CO., LTD.796050888245$300,9830.08%
173CADENCE DESIGN SYSTEMS, INC.CDNS1,418$297,9080.08%
174SUN COMMUNITIES INC8666741042,113$297,6790.08%
175RELX PLC SPONSORED ADRRLXXF9,170$297,4750.08%
176DOMINION ENERGY INCD5,309$296,8260.08%
177EQUINIX INCEQIX408$294,1840.07%
178ADOBE, INC.ADBE758$292,1100.07%
179ABB LTD.ABLZF8,485$291,0360.07%
180THOMSON REUTERS CORP.TMSOF2,218$288,6060.07%
181TESCO PLC88157540128,446$280,3640.07%
182AMERICAN TOWER REITAMT1,358$277,4940.07%
183ROCHE HOLDING LTD.7711951047,731$276,0430.07%
184RIO TINTO PLCRTNTF3,915$274,5200.07%
185WOODSIDE ENERGY GROUP LTD.WOPEF12,234$273,1790.07%
186AVALONBAY COMMUNITIES INCAWX1,623$272,9080.07%
187INTERNATIONAL FLAVORS & FRAGRA4595061012,937$270,5110.07%
188APOLLO GLOBAL MANAGEMENT, INC.03769M1064,219$266,4720.07%
189FERRARI NVRACE960$260,1020.07%
190CIGNA CORP.125523100998$255,0460.06%
191CHUNGHWA TELECOM CO. LTD.CHT6,485$253,5640.06%
192DTE ENERGY CODTK2,218$243,1080.06%
193SYNOPSYS, INC.SNPS621$239,8610.06%
194PHILLIPS 66PSX2,304$233,5800.06%
195FORTINET INCFTNT3,482$231,4140.06%
196DIGI INTL INC2537981026,818$229,6300.06%
197MSCI, INC.MSCI410$229,4730.06%
198SOLAREDGE TECHNOLOGIES INCSEDG742$225,5310.06%
199NATIONAL GRID PLCNMPWP3,268$222,2110.06%
200PRUDENTIAL FINANCIAL INCPUKPF2,679$221,6600.06%
201MEDTRONIC PLCMDT2,709$220,2230.06%
202TELUS CORP.TU10,973$220,1980.06%
203SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M20927,397$219,1760.06%
204OTIS WORLDWIDE CORP.OTIS2,585$218,1740.06%
205VODAFONE GROUP PLC SPNSR ADR N92857w30819,441$214,6290.05%
206NVENT ELECTRIC PLCNVT4,966$213,2400.05%
207SHOALS TECHNOLOGIES GROUP INCSHLS9,252$210,8530.05%
208MATCH GROUP INCMTCH5,398$207,2290.05%
209INTUIT, INC.INTU460$205,1090.05%
210QUALCOMM, INC.QCOM1,590$202,8950.05%
211INFRASTRUTTURE WIRELESS ITALIANE SPAT6032P10214,074$185,3230.05%
212KDDI CORP.KDDIF10,782$165,7950.04%
213PEARSON PLC SPONS ADRPSORF11,757$122,8610.03%
214TELE2 ABW9587816611,624$115,7410.03%
215BANCO SANTANDER, SABCDRF31,242$115,2830.03%
216AEGON NVAEFC21,822$93,8350.02%
217ALGONQUIN PWR UTILS CORP COM01585710510,082$85,7830.02%
218BANCO BBVA PERU SABBVXF10,536$74,2790.02%
219TELEFONICA S A ADR REPRSTG THREE SHRSTELFY14,851$63,5620.02%
220OUSTER INC COM NEWOUST11,655$9,7520.00%