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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 Q4 2023 · Filed November 1, 2023 · Accession 0001104659-23-113226

Total Value
$504.7M
Positions
210
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (210)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 GROWTH ETF464287309551,236$37.7M7.47%
2APPLE, INC.AAPL213,774$36.6M7.25%
3ZOOMINFO TECHNOLIGIES, INC.GTM2,230,972$36.6M7.25%
4SPDR S&P 500 ETFSPY57,362$24.5M4.86%
5MID-AMERICA APARTMENT COMMUNITIES, INC.59522J10375,770$9.7M1.93%
6META PLATFORMS, INC.META32,194$9.7M1.91%
7AMAZON.COM INCAMZN67,980$8.6M1.71%
8MICROSOFT CORPMSFT27,160$8.6M1.70%
9BERKSHIRE HATHAWAY, INC.BRK-A16$8.5M1.68%
10BROADCOM INC COMAVGO7,350$6.1M1.21%
11ABBVIE INCABBV40,701$6.1M1.20%
12PACKAGING CORP AMERICA69515610938,583$5.9M1.17%
13JPMORGAN CHASE & COVYLD39,584$5.7M1.14%
14AMGEN INCAMGN21,201$5.7M1.13%
15ALPHABET INC CAP STOCK CL AGOOG41,537$5.4M1.08%
16MORGAN STANLEYMS-PQ66,068$5.4M1.07%
17CHEVRON CORPCVX31,821$5.4M1.06%
18INTERNATIONAL BUSINESS MACHINEINTR37,749$5.3M1.05%
19PEPSICO INCPEP31,176$5.3M1.05%
20JOHNSON & JOHNSONJNJ33,291$5.2M1.03%
21HOME DEPOT INCHD17,074$5.2M1.02%
22ZIONS BANCORPORATION989701107147,072$5.1M1.02%
23TEXAS INSTRUMENTS INC88250810431,997$5.1M1.01%
24EOG RESOURCES INCEOG38,687$4.9M0.97%
25AT&T INCT-PC323,888$4.9M0.96%
26CUMMINS INCCMI21,233$4.9M0.96%
27NETAPP INCNTAP63,742$4.8M0.96%
28NRG ENERGY INCNRG125,488$4.8M0.96%
29ALLY FINANCIAL INCALLY179,522$4.8M0.95%
30COCA-COLA COKO85,480$4.8M0.95%
31DOW INCDOW91,840$4.7M0.94%
32LOCKHEED MARTIN CORPLMT11,374$4.7M0.92%
33GILEAD SCIENCES INCGILD61,882$4.6M0.92%
34BRISTOL MYERS SQUIBB COCELG-RI79,731$4.6M0.92%
35ALTRIA GROUP INCMO109,533$4.6M0.91%
36DUKE ENERGY CORPDUKB52,040$4.6M0.91%
37UNITED PARCEL SERVICE INC CL BUPS28,940$4.5M0.89%
38PFIZER INCPFE133,806$4.4M0.88%
39STATE STREET CORPSTT-PG65,377$4.4M0.87%
40REGIONS FINANCIAL CORPRF-PF253,533$4.4M0.86%
41CORNING INCGLW142,189$4.3M0.86%
42VERIZON COMMUNICATIONS INCVZ132,610$4.3M0.85%
43SMUCKER J M CO83269640534,453$4.2M0.84%
44EASTMAN CHEM COEMN54,738$4.2M0.83%
45SNAP ON INCSNA16,394$4.2M0.83%
46INTERPUBLIC GROUP COS INCINTR144,239$4.1M0.82%
47BEST BUY INCBBY58,449$4.1M0.80%
48OGE ENERGY CORPOGE118,397$3.9M0.78%
49SPDR S&P DIVIDEND ETF78464A76334,172$3.9M0.78%
50CONAGRA FOODS INCCAG138,883$3.8M0.75%
51CLEARWAY ENERGY INC CL CCWEN-A175,665$3.7M0.74%
52VANGUARD DIVIDEND APPRECIATION ETF92190884423,918$3.7M0.74%
53ALPHABET, INC. - CLASS CGOOG27,186$3.6M0.71%
54WESTROCK COFFEE CO.WEST388,694$3.4M0.68%
55NETFLIX, INC.NFLX8,234$3.1M0.62%
56TESLA, INC.TSLA10,488$2.6M0.52%
57VANGUARD S&P 500 ETF9229083636,604$2.6M0.51%
58NVIDIA CORPNVDA5,302$2.3M0.46%
59EXXON MOBIL CORP.XOM19,298$2.3M0.45%
60NOVO NORDISK A/SNONOF21,518$2.0M0.39%
61BERKSHIRE HATHAWAY, INC.BRK-A5,500$1.9M0.38%
62VANECK VECTORS AGRIBUSINESS ETF92189F70022,954$1.8M0.36%
63SPDR FINANCIAL SELECT SECTOR ETF81369Y60553,640$1.8M0.35%
64BLACKSTONE SECURED LENDING FUNDBX59,302$1.6M0.32%
65SPDR GOLD ETFGLD9,000$1.5M0.31%
66ELI LILLY & COLLY2,802$1.5M0.30%
67UNITEDHEALTH GROUP, INC.UNH2,784$1.4M0.28%
68VANGUARD RUSSELL 1000 GROWTH ETF92206C68020,354$1.4M0.28%
69VISA INC CL AV6,014$1.4M0.27%
70VERTIV HOLDINGS CO CL AVRT35,457$1.3M0.26%
71LVMH MOET HENNESSY LOUIS VUITTON SE5024413068,632$1.3M0.26%
72MASTERCARD INC CL AMA3,271$1.3M0.26%
73SPDR S&P REGIONAL BANKING ETF78464A69830,324$1.3M0.25%
74ASTRAZENECA PLCAZN18,070$1.2M0.24%
75ACCENTURE PLCACN3,980$1.2M0.24%
76DIMENSIONAL US EQUITY ETF25434V40125,552$1.2M0.24%
77SAP SESAPGF8,882$1.1M0.23%
78VANGUARD RUSSELL 1000 VALUE ETF92206C71417,096$1.1M0.23%
79COCA-COLA EUROPACIFIC PARTNERS PLCCCEP18,144$1.1M0.22%
80STARBUCKS CORP.SBUX12,008$1.1M0.22%
81COSTCO WHOLESALE CORP.22160K1051,936$1.1M0.22%
82CHENIERE ENERGY INCLNG6,578$1.1M0.22%
83BAE SYSTEMS PLCBAESF21,846$1.1M0.21%
84PALO ALTO NETWORKS INCPANW4,456$1.0M0.21%
85MERCK & CO INCMRK9,751$1.0M0.20%
86VANGUARD RUSSELL 3000 ETF92206C5995,248$1.0M0.20%
87PROCTER & GAMBLE CO.7427181096,792$990,8080.20%
88GENESIS ENERGY LPGEL92,391$953,4720.19%
89HITACHI LTD.HTHIF7,570$941,9360.19%
90NESTLE SA6410694067,942$898,7960.18%
91T-MOBILE US INCTMUSZ6,338$887,6360.18%
92ROYAL BANK OF CANADA7800871029,722$850,0920.17%
93STELLANTIS NVSTLA44,266$846,8100.17%
94ADOBE, INC.ADBE1,650$841,3360.17%
95FS KKR CAPITAL CORP.FSK41,804$823,1200.16%
96MCDONALD'S CORP.MCD3,084$812,5860.16%
97VERTEX PHARMACEUTICALS INC92532f1002,335$811,9720.16%
98MITSUBISHI CORP ORDJ4383011616,600$792,9280.16%
99L'OREAL SA5021172039,490$786,3420.16%
100DIAGEO PLCDGEAF5,254$783,8520.16%
101GARMIN LTD.GRMN7,442$782,9780.16%
102DEERE & CO.DE2,072$781,9740.15%
103CONOCOPHILLIPSCOP6,527$781,9350.15%
104CBOE GLOBAL MARKETS, INC.12503M1084,988$779,2540.15%
105AUTOLIV INCALV8,056$777,2420.15%
106LOWES COS INC5486611073,714$771,9810.15%
107APOLLO GLOBAL MANAGEMENT, INC.03769M1068,438$757,3940.15%
108UNILEVER PLCUNLYF15,320$756,8080.15%
109SAMSUNG ELECTRONICS CO., LTD.796050888576$725,7600.14%
110SERVICENOW INCNOW1,277$713,7920.14%
111TOTAL SETTE10,824$711,7860.14%
112SHELL PLCRYDAF10,562$679,9820.13%
113CADENCE DESIGN SYSTEMS, INC.CDNS2,836$664,4740.13%
114SALESFORCE.COM INCCRM3,268$662,6850.13%
115TESCO PLC88157540168,872$661,8600.13%
116SCHLUMBERGER LTDSLB11,334$660,7720.13%
117CENTENE CORPCNC9,358$644,5790.13%
118FEDEX CORPFDX2,430$643,7550.13%
119BP PLCBPPFF16,178$626,4380.12%
120O'REILLY AUTOMOTIVE INCORLY682$619,8430.12%
121CHIPOTLE MEXICAN GRILL INC CLCMG338$619,1590.12%
122RELX PLC SPONSORED ADRRLXXF18,340$618,0580.12%
123AUTODESK INCADSK2,964$613,2810.12%
124THERMO FISHER SCIENTIFIC, INC.TMO1,204$609,4500.12%
125AIR PRODUCTS & CHEMICALS, INC.AIIR2,136$605,3420.12%
126ABB LTD.ABLZF16,970$603,9620.12%
127MARTIN MARIETTA MATERIALS INC5732841061,450$595,1960.12%
128KKR & CO INC CL AKKRT9,623$592,7770.12%
129QUANTA SERVICES INCPWR3,145$588,3360.12%
130MONSTER BEVERAGE CORPMNST10,989$581,8670.12%
131CF INDUSTRIES HOLDINGS INC1252691006,740$577,8880.11%
132SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M20957,898$570,2960.11%
133SYNOPSYS, INC.SNPS1,242$570,0400.11%
134CIGNA CORP.1255231001,988$568,7680.11%
135FERRARI NVRACE1,920$567,4360.11%
136ARK INNOVATION ETF00214Q10414,080$558,5360.11%
137GOLDMAN SACHS GROUP INCGSCE1,725$558,1850.11%
138PHILLIPS 66PSX4,608$553,6520.11%
139DISNEY WALT CO DISNEY2546871066,782$549,6810.11%
140WASTE MANAGEMENT INCWM3,539$539,5140.11%
141CISCO SYSTEMS INCCSCO9,984$536,7400.11%
142METLIFE INCMET-PF8,491$534,1690.11%
143VISTRA ENERGY CORPVST16,072$533,2690.11%
144NVENT ELECTRIC PLCNVT9,932$526,2960.10%
145ROCHE HOLDING LTD.77119510415,462$524,6260.10%
146THOMSON REUTERS CORP.TMSOF4,272$522,5520.10%
147IQVIA HOLDINGS INCIQV2,599$511,3530.10%
148CANADIAN PACIFIC KANSAS CITY CCP6,846$509,4110.10%
149DELTA AIR LINES INCDAL13,615$503,7550.10%
150KERING SA49208910710,892$494,8240.10%
151FISERV INCFISV4,331$489,2300.10%
152ENERGY TRANSFER LPET-PI34,738$487,3740.10%
153RAYMOND JAMES FINANCIAL INC7547301094,828$484,8830.10%
154VOYA FINANCIAL INCVOYA-PB7,223$479,9680.10%
155SKYWORKS SOLUTIONS INCSWKS4,795$472,7390.09%
156REPUBLIC SERVICES INC7607591003,306$471,1610.09%
157COLOPLAST A/S19624Y20044,554$470,9360.09%
158MPLX, LPMPLXP12,780$454,5840.09%
159MEDTRONIC PLCMDT5,790$453,7040.09%
160INTUIT, INC.INTU884$451,7320.09%
161NEXTERA ENERGY INCNEE-PW7,804$447,0920.09%
162ENTERPRISE PRODUCTS PARTNERS L29379210716,261$445,0640.09%
163RIO TINTO PLCRTNTF6,920$440,3400.09%
164MSCI, INC.MSCI846$434,0660.09%
165ADVANCED MICRO DEVICES, INC.AMD4,090$420,5340.08%
166NATIONAL GRID PLCNMPWP6,928$420,0420.08%
167TENARIS SA88031M10913,156$415,7300.08%
168OTIS WORLDWIDE CORP.OTIS5,170$415,2020.08%
169SHELL PLCRYDAF12,874$409,4900.08%
170AIR LIQUIDE SAAIIR12,132$408,4840.08%
171TJX COMPANIES, INC.8725401094,572$406,3600.08%
172WALMART, INC.WMT2,536$405,4340.08%
173ZOETIS, INC.ZTS2,322$403,9820.08%
174WELLS FARGO & CO.9497461019,886$403,9060.08%
175MARSH & MCLENNAN COMPANIES, INC.5717481022,110$401,6220.08%
176SHIN-ETSU CHEMICAL CO., LTD.82455110526,768$388,6720.08%
177KROGER COKR8,494$380,1070.08%
178GENERAC HOLDINGS INCGNRC3,445$375,3670.07%
179PLAINS GP HOLDINGSPAGP22,596$364,2480.07%
180TARGA RESOURCES CORPTRGP4,112$352,4810.07%
181KIRBY CORPKEX4,236$350,7410.07%
182BUNGE LIMITEDBG3,231$349,7550.07%
183ENEL SPA29265W20755,230$336,3500.07%
184INFRASTRUTTURE WIRELESS ITALIANE SPAT6032P10228,148$335,7160.07%
185PG&E CORPPCG-PX20,529$331,1330.07%
186KDDI CORP.KDDIF21,564$330,3600.07%
187EQUINIX INCEQIX437$317,3750.06%
188BLACKROCK INCBLK490$316,7800.06%
189PEARSON PLC SPONS ADRPSORF29,430$310,1920.06%
190EDP-ENERGIAS DE PORTUGAL SAELCPF74,410$310,0840.06%
191EXELON CORPEXC7,867$297,2870.06%
192ARISTA NETWORKS INCANET1,549$284,9080.06%
193KINDER MORGAN INCEP-PC16,849$279,3560.06%
194RTX CORPORATION COMRTX3,867$278,2790.06%
195ENBRIDGE INCENNPF8,202$272,2250.05%
196PRIMORIS SERVICES CORP74164f1038,294$271,4630.05%
197PRUDENTIAL FINANCIAL INCPUKPF2,697$255,9180.05%
198STERLING CONSTRUCTION CO INCSTRL3,478$255,5630.05%
199HASBRO INCHAS3,827$253,1180.05%
200MATCH GROUP INCMTCH6,078$238,1060.05%
201AEGON NVAEFC44,604$214,1000.04%
202DTE ENERGY CODTK2,153$213,7500.04%
203EXTREME NETWORKS INCEXTR8,562$207,2860.04%
204BANCO BILBAO VISCAYA ARGENTARIA SABBVXF24,328$195,8400.04%
205AES CORPAES10,986$166,9870.03%
206PROSUS NV74365P10828,532$166,6260.03%
207ALGONQUIN POWER & UTILITIES CORP.01585710521,998$130,2280.03%
208ENERSIS CHILE SA SP ADRENIC43,857$129,8170.03%
209SUPER GROUP LTD.SGHC24,054$88,7600.02%
210CAIXABANK S A UNSPONSORD ADR12803K10921,606$28,8660.01%