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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 (Amended)

Principal Street Partners, LLC

Quarter ended Q3 2023 · Filed August 21, 2023 · Accession 0001104659-23-093728

Total Value
$420.7M
Positions
222
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (222)

#IssuerTicker / CUSIPSharesValue% of Filing
1ZOOMINFO TECHNOLIGIES, INC.GTM1,266,710$32.2M7.64%
2APPLE, INC.AAPL106,304$20.6M4.90%
3ISHARES S&P 500 GROWTH ETF464287309275,618$19.4M4.62%
4SPDR S&P 500 ETFSPY27,181$12.1M2.87%
5BROADCOM INC COMAVGO11,026$9.6M2.27%
6MICROSOFT CORPMSFT26,610$9.1M2.15%
7AMAZON.COM INCAMZN67,874$8.8M2.10%
8PEPSICO INCPEP33,417$6.2M1.47%
9JPMORGAN CHASE & COVYLD41,658$6.1M1.44%
10SNAP ON INCSNA20,607$5.9M1.41%
11TEXAS INSTRUMENTS INC88250810432,517$5.9M1.39%
12NRG ENERGY INCNRG154,989$5.8M1.38%
13MID-AMERICA APARTMENT COMMUNITIES, INC.59522J10337,993$5.8M1.37%
14INTERPUBLIC GROUP COS INCINTR148,733$5.7M1.36%
15NETAPP INCNTAP74,615$5.7M1.35%
16MORGAN STANLEYMS-PQ66,611$5.7M1.35%
17COCA-COLA COKO91,934$5.5M1.32%
18JOHNSON & JOHNSONJNJ32,765$5.4M1.29%
19INTERNATIONAL BUSINESS MACHINEINTR39,887$5.3M1.27%
20UNITED PARCEL SERVICE INC CL BUPS29,718$5.3M1.27%
21CUMMINS INCCMI21,687$5.3M1.26%
22LOCKHEED MARTIN CORPLMT11,539$5.3M1.26%
23PACKAGING CORP AMERICA69515610939,304$5.2M1.23%
24SMUCKER J M CO83269640534,861$5.1M1.22%
25ABBVIE INCABBV37,734$5.1M1.21%
26VERIZON COMMUNICATIONS INCVZ136,340$5.1M1.21%
27CORNING INCGLW144,274$5.1M1.20%
28CHEVRON CORPCVX31,888$5.0M1.19%
29ALTRIA GROUP INCMO110,518$5.0M1.19%
30DOW INCDOW93,417$5.0M1.18%
31ALLY FINANCIAL INCALLY182,041$4.9M1.17%
32ALPHABET INC CAP STOCK CL AGOOG40,981$4.9M1.17%
33BEST BUY INCBBY59,562$4.9M1.16%
34STATE STREET CORPSTT-PG66,336$4.9M1.15%
35DUKE ENERGY CORPDUKB54,071$4.9M1.15%
36GILEAD SCIENCES INCGILD62,813$4.8M1.15%
37BRISTOL MYERS SQUIBB COCELG-RI74,655$4.8M1.13%
38EASTMAN CHEM COEMN55,462$4.6M1.10%
39REGIONS FINANCIAL CORPRF-PF253,757$4.5M1.07%
40AMGEN INCAMGN20,305$4.5M1.07%
41EOG RESOURCES INCEOG39,076$4.5M1.06%
42CLEARWAY ENERGY INC CL CCWEN-A154,789$4.4M1.05%
43META PLATFORMS, INC.META15,358$4.4M1.05%
44CONAGRA FOODS INCCAG128,508$4.3M1.03%
45OGE ENERGY CORPOGE119,128$4.3M1.02%
46PFIZER INCPFE113,601$4.2M0.99%
47BERKSHIRE HATHAWAY, INC.BRK-A8$4.1M0.98%
48AT&T INCT-PC242,878$3.9M0.92%
49ZIONS BANCORPORATION989701107141,398$3.8M0.90%
50HOME DEPOT INCHD11,361$3.5M0.84%
51PAYPAL HOLDINGS, INC.PYPL33,276$2.2M0.53%
52WESTROCK COFFEE CO.WEST194,347$2.1M0.50%
53SPDR S&P DIVIDEND ETF78464A76316,973$2.1M0.49%
54NVIDIA CORP.NVDA4,593$1.9M0.46%
55VANGUARD DIVIDEND APPRECIATION ETF92190884411,902$1.9M0.46%
56NETFLIX, INC.NFLX3,967$1.7M0.42%
57ALPHABET, INC. - CLASS CGOOG13,593$1.6M0.39%
58VISA INC CL AV6,309$1.5M0.36%
59MERCK & CO INCMRK12,213$1.4M0.34%
60ELI LILLY & COLLY2,971$1.4M0.33%
61TESLA, INC.TSLA5,159$1.4M0.32%
62VANGUARD S&P 500 ETF9229083633,290$1.3M0.32%
63MASTERCARD INC CL AMA3,346$1.3M0.31%
64VERTIV HOLDINGS CO CL AVRT50,269$1.2M0.30%
65PALO ALTO NETWORKS INCPANW4,864$1.2M0.30%
66BLACKSTONE SECD LENDING FUND CBXSL40,651$1.1M0.27%
67CHENIERE ENERGY INCLNG6,958$1.1M0.25%
68EXXON MOBIL CORP.XOM9,571$1.0M0.24%
69T-MOBILE US INCTMUSZ7,218$1.0M0.24%
70NEXTERA ENERGY INCNEE-PW12,768$947,3850.23%
71PROCTER & GAMBLE CO7427181096,188$939,0330.22%
72VANECK VECTORS AGRIBUSINESS ETF92189F70011,477$938,0460.22%
73BERKSHIRE HATHAWAY, INC.BRK-A2,750$937,7500.22%
74SPDR FINANCIAL SELECT SECTOR ETF81369Y60526,701$900,0850.21%
75GENESIS ENERGY LPGEL93,905$896,7900.21%
76LOWES COS INC5486611073,826$863,5970.21%
77VERTEX PHARMACEUTICALS INC92532f1002,452$862,8830.21%
78FISERV INCFISV6,568$828,5530.20%
79NOVO NORDISK A/SNONOF5,085$822,9130.20%
80LVMH MOET HENNESSY LOUIS VUITTON5024413064,316$812,7330.19%
81SPDR GOLD ETFGLD4,500$802,2150.19%
82SERVICENOW INCNOW1,338$751,9160.18%
83CHIPOTLE MEXICAN GRILL INC CLCMG345$737,9550.18%
84MARTIN MARIETTA MATERIALS INC5732841061,591$734,5490.17%
85SALESFORCE.COM INCCRM3,425$723,5650.17%
86VANGUARD RUSSELL 1000 GROWTH ETF92206C68010,177$720,1250.17%
87DISNEY WALT CO DISNEY2546871068,024$716,3830.17%
88O'REILLY AUTOMOTIVE INCORLY738$705,0120.17%
89WASTE MANAGEMENT INCWM4,034$699,6090.17%
90DELTA AIR LINES INCDAL14,637$695,8430.17%
91CONOCOPHILLIPSCOP6,621$687,1330.16%
92MONSTER BEVERAGE CORPMNST11,737$674,1730.16%
93UNITEDHEALTH GROUP, INC.UNH1,393$669,7000.16%
94REPUBLIC SERVICES INC7607591004,222$646,8590.15%
95FEDEX CORPFDX2,605$645,9810.15%
96QUANTA SERVICES INCPWR3,272$642,7950.15%
97ASTRAZENECA PLCAZN8,782$628,5490.15%
98AMPHENOL CORP CL A0320951017,223$613,8910.15%
99SPDR S&P REGIONAL BANKING ETF78464A69815,030$613,6920.15%
100DIMENSIONAL US EQUITY ETF25434V40112,733$613,2150.15%
101ACCENTURE PLCACN1,951$601,8990.14%
102SAP SESAPGF4,383$599,6000.14%
103SOUTHERN COSOMN8,487$596,2120.14%
104STARBUCKS CORP.SBUX5,991$593,5120.14%
105AUTODESK INCADSK2,894$592,1420.14%
106VANGUARD RUSSELL 1000 VALUE ETF92206C7148,548$591,6070.14%
107IQVIA HOLDINGS INCIQV2,627$590,4700.14%
108SCHLUMBERGER LTDSLB11,867$583,3000.14%
109GOLDMAN SACHS GROUP INCGSCE1,788$576,7280.14%
110CENTENE CORPCNC8,525$575,0110.14%
111KKR & CO INC CL AKKRT10,262$574,6720.14%
112CANADIAN PACIFIC KANSAS CITY CCP7,032$568,1150.14%
113COCA-COLA EUROPACIFIC PARTNERS PLCCCEP8,804$567,2440.13%
114CISCO SYSTEMS INCCSCO10,532$544,9250.13%
115SKYWORKS SOLUTIONS INCSWKS4,823$533,8580.13%
116VOYA FINANCIAL INCVOYA-PB7,329$525,5630.12%
117COSTCO WHOLESALE CORP.22160K105968$521,1900.12%
118VANGUARD RUSSELL 3000 ETF92206C5992,624$518,1090.12%
119ENERGY TRANSFER LPET-PI40,784$517,9570.12%
120BAE SYSTEMS PLCBAESF10,923$514,9210.12%
121GENERAC HOLDINGS INCGNRC3,339$497,9450.12%
122RAYMOND JAMES FINANCIAL INC7547301094,775$495,5500.12%
123CF INDUSTRIES HOLDINGS INC1252691006,757$469,0700.11%
124NESTLE SA6410694063,898$468,8160.11%
125HITACHI LTD.HTHIF3,785$465,9260.11%
126MCDONALD'S CORP.MCD1,542$460,2260.11%
127ROYAL BANK OF CANADA7800871024,732$451,9530.11%
128DIAGEO PLCDGEAF2,590$449,3480.11%
129METLIFE INCMET-PF7,893$446,1910.11%
130L'OREAL SA5021172034,720$439,8710.10%
131VISTRA ENERGY CORPVST16,705$438,5070.10%
132STRYKER CORPSYK1,428$435,8960.10%
133ISHARES CORE MSCI EAFE46432f8426,425$433,6870.10%
134ENTERPRISE PRODUCTS PARTNERS L29379210716,438$433,1410.10%
135RTX CORPORATION COMRTX4,248$416,0940.10%
136ARK INNOVATION ETF00214Q1049,333$411,9640.10%
137DEERE & CO.DE1,003$407,6820.10%
138OMNICOM GROUP INCOMC4,273$406,9170.10%
139KROGER COKR8,575$403,0250.10%
140FS KKR CAPITAL CORP.FSK20,902$400,9000.10%
141DANAHER CORP2358511021,665$399,7110.10%
142UNILEVER PLCUNLYF7,660$399,3160.09%
143SAMSUNG ELECTRONICS CO., LTD.796050888288$399,1680.09%
144MITSUBISHI CORP ORDJ438301168,300$397,9590.09%
145STELLANTIS NVSTLA22,133$388,2140.09%
146GARMIN LTD.GRMN3,694$386,2220.09%
147COLGATE PALMOLIVE COCL4,959$382,0410.09%
148PAYCHEX INCPAYX3,401$380,4700.09%
149ADOBE, INC.ADBE762$372,6100.09%
150AES CORPAES17,921$371,5030.09%
151PG&E CORPPCG-PX21,292$367,9260.09%
152PLAINS GP HOLDINGSPAGP23,406$347,1110.08%
153FORTINET INCFTNT4,586$346,6560.08%
154EQUINIX INCEQIX439$344,1500.08%
155CBOE GLOBAL MARKETS, INC.12503M1082,485$343,0090.08%
156BECTON DICKINSON & COBDX1,299$342,9490.08%
157AUTOLIV INCALV4,028$342,5410.08%
158BLACKROCK INCBLK483$333,8210.08%
159ABB LTD.ABLZF8,485$333,6560.08%
160CADENCE DESIGN SYSTEMS, INC.CDNS1,418$332,5490.08%
161ROCHE HOLDING LTD.7711951048,555$326,9120.08%
162TARGA RESOURCES CORPTRGP4,293$326,6980.08%
163TESCO PLC88157540134,436$326,2470.08%
164ENBRIDGE INCENNPF8,736$324,5420.08%
165EXELON CORPEXC7,960$324,2830.08%
166APOLLO GLOBAL MANAGEMENT, INC.03769M1064,219$324,0610.08%
167AIR PRODUCTS & CHEMICALS, INC.AIIR1,068$319,8980.08%
168SHELL PLCRYDAF5,281$318,8670.08%
169TOTAL SETTE5,412$316,0780.08%
170FERRARI NVRACE960$312,2020.07%
171BUNGE LIMITEDBG3,289$310,3170.07%
172RELX PLC SPONSORED ADRRLXXF9,170$306,5530.07%
173AVALONBAY COMMUNITIES INCAWX1,618$306,2890.07%
174EQUITY LIFESTYLE PROPERTIES INELS4,575$306,0800.07%
175KERING SA4920891075,446$300,4070.07%
176KINDER MORGAN INCEP-PC17,235$296,7870.07%
177FEDERAL REALTY OP LP NEW3137451013,049$295,0520.07%
178DIGI INTL INC2537981027,466$294,0860.07%
179THOMSON REUTERS CORP.TMSOF2,136$288,2320.07%
180BP PLCBPPFF8,065$284,6060.07%
181WOODSIDE ENERGY GROUP LTD.WOPEF12,234$280,4640.07%
182CIGNA CORP.125523100994$278,9460.07%
183COLOPLAST A/S19624Y20022,277$278,4850.07%
184THERMO FISHER SCIENTIFIC, INC.TMO532$277,7690.07%
185SUN COMMUNITIES INC8666741042,113$275,6620.07%
186SYNOPSYS, INC.SNPS621$270,3900.06%
187NVENT ELECTRIC PLCNVT4,966$256,5930.06%
188SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR86562M20928,949$248,9610.06%
189MEDTRONIC PLCMDT2,780$246,8360.06%
190INTERNATIONAL FLAVORS & FRAGRA4595061013,057$243,7460.06%
191CHUNGHWA TELECOM CO. LTD.CHT6,485$241,8260.06%
192PRUDENTIAL FINANCIAL INCPUKPF2,740$241,7230.06%
193DTE ENERGY CODTK2,166$238,5010.06%
194ATMOS ENERGY CORPATO2,026$235,7050.06%
195MATCH GROUP INCMTCH5,519$230,9710.05%
196OTIS WORLDWIDE CORP.OTIS2,585$230,0910.05%
197RIO TINTO PLCRTNTF3,549$226,5980.05%
198CSX CORP.CSX6,477$220,8660.05%
199SHOALS TECHNOLOGIES GROUP INCSHLS8,640$220,8380.05%
200SHIN-ETSU CHEMICAL CO., LTD.82455110513,384$220,7560.05%
201NATIONAL GRID PLCNMPWP3,268$220,0540.05%
202PHILLIPS 66PSX2,304$219,7560.05%
203AIR LIQUIDE SAAIIR6,066$217,3390.05%
204TELUS CORP.TU11,007$217,2130.05%
205MPLX, LPMPLXP6,390$216,8770.05%
206CAPITAL POWER CORP.CPXWF6,589$212,5360.05%
207S&P GLOBAL, INC.SPGI529$211,9380.05%
208KIRBY CORPKEX2,747$211,3820.05%
209WELLS FARGO & CO.9497461014,938$210,7510.05%
210INTUIT, INC.INTU442$202,5470.05%
211ENEL SPA29265W20727,615$185,8210.04%
212INFRASTRUTTURE WIRELESS ITALIANE SPAT6032P10214,074$185,4850.04%
213EDP-ENERGIAS DE PORTUGAL SAELCPF37,205$181,6840.04%
214KDDI CORP.KDDIF10,782$165,9780.04%
215PEARSON PLC SPONS ADRPSORF14,715$154,2130.04%
216ENERSIS CHILE SA SP ADRENIC37,514$124,9220.03%
217AEGON NVAEFC22,302$113,0710.03%
218BANCO BBVA PERU SABBVXF12,164$93,4200.02%
219ALGONQUIN PWR UTILS CORP COM01585710510,082$84,3710.02%
220SUPER GROUP LTD.SGHC13,488$39,1150.01%
221HENDERSON LAND DEV CO LTD SPONSORED ADR42516630310,104$30,0390.01%
222CAIXABANK S A UNSPONSORD ADR12803K10910,803$14,8760.00%