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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 Q1 2024 · Filed May 15, 2024 · Accession 0001104659-24-061749

Total Value
$529.0M
Positions
257
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (257)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 GROWTH ETF464287309277,570$23.5M4.44%
2APPLE INCAAPL107,849$19.7M3.73%
3SPDR S&P 500 ETF TRSPY35,295$18.4M3.48%
4AMAZON.COM INCAMZN66,952$12.5M2.37%
5ZOOMINFO TECHNOLIGIES, INC.GTM976,400$12.5M2.36%
6MICROSOFT CORPMSFT27,632$11.5M2.17%
7BROADCOM INC COMAVGO7,262$9.6M1.82%
8JPMORGAN CHASE & COVYLD45,819$9.2M1.73%
9ABBVIE INCABBV47,341$8.3M1.57%
10CUMMINS INCCMI27,048$8.0M1.51%
11HOME DEPOT INCHD21,380$8.0M1.51%
12META PLATFORMS INC CL AMETA16,591$7.9M1.49%
13EASTMAN CHEM COEMN78,062$7.8M1.48%
14MORGAN STANLEYMS-PQ79,140$7.5M1.42%
15TAPESTRY INCTPR163,648$7.5M1.41%
16UNUM GROUPUNMA139,387$7.5M1.41%
17PEPSICO INCPEP42,113$7.4M1.40%
18CHEVRON CORPCVX46,337$7.4M1.40%
19TEXAS INSTRUMENTS INC88250810440,707$7.2M1.36%
20AT&T INCT-PC412,205$7.2M1.36%
21LOCKHEED MARTIN CORPLMT15,635$7.2M1.36%
22DOW INCDOW122,795$7.2M1.35%
23BRISTOL MYERS SQUIBB COCELG-RI137,094$7.1M1.35%
24PACKAGING CORP AMERICA69515610937,859$7.1M1.34%
25STATE STREET CORPSTT-PG91,425$7.1M1.33%
26ALPHABET INC CAP STOCK CL AGOOG42,086$7.0M1.32%
27ALTRIA GROUP INCMO159,307$7.0M1.32%
28ALLY FINANCIAL INCALLY173,359$7.0M1.32%
29INTERNATIONAL BUSINESS MACHINEINTR37,685$7.0M1.32%
30VERIZON COMMUNICATIONS INCVZ166,986$6.9M1.31%
31CORNING INCGLW208,069$6.9M1.31%
32ZIONS BANCORPORATION989701107156,854$6.8M1.29%
33JOHNSON & JOHNSONJNJ43,626$6.8M1.29%
34COCA-COLA COKO109,969$6.8M1.28%
35HF SINCLAIR CORPORATION COMDINO114,057$6.8M1.28%
36BEST BUY INCBBY84,578$6.8M1.28%
37ENTERGY CORP29364g10363,177$6.8M1.28%
38AMGEN INCAMGN23,011$6.7M1.27%
39NRG ENERGY INCNRG97,876$6.6M1.25%
40DUKE ENERGY CORPDUKB67,158$6.6M1.25%
41SMUCKER J M CO83269640553,083$6.6M1.24%
42CLEARWAY ENERGY INC CL CCWEN-A273,338$6.6M1.24%
43COMERICA INC200340107118,723$6.5M1.23%
44INTERPUBLIC GROUP COS INCINTR200,087$6.5M1.22%
45CONAGRA FOODS INCCAG211,404$6.3M1.20%
46SNAP ON INCSNA21,553$6.3M1.19%
47UNITED PARCEL SERVICE INC CL BUPS42,501$6.3M1.19%
48GILEAD SCIENCES INCGILD87,919$6.3M1.19%
49MID-AMERICA APARTMENT COMMUNITIES, INC.59522J10337,861$5.1M0.97%
50NVIDIA CORPNVDA5,553$5.0M0.94%
51BERKSHIRE HATHAWAY, INC.BRK-A8$5.0M0.94%
52VANGUARD SPECIALIZED PORTFOLIO92190884419,407$3.5M0.66%
53VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976851,720$3.2M0.60%
54NETFLIX, INC.NFLX4,174$2.5M0.48%
55ISHARES MSCI INTERNATIONAL QUALITY FACTOR ETF46434V45663,630$2.5M0.48%
56ALPHABET INC CAP STOCK CL CGOOG13,773$2.3M0.44%
57SPDR S&P DIVIDEND ETF78464A76317,315$2.3M0.43%
58WESTROCK COFFEE CO96145w103195,880$2.1M0.39%
59ELI LILLY & COLLY2,309$1.8M0.33%
60VISA INC CL AV6,044$1.7M0.32%
61VERTIV HOLDINGS CO CL AVRT20,101$1.7M0.32%
62XCEL ENERGY INCXELLL29,840$1.7M0.31%
63VANGUARD S&P 500 ETF9229083633,422$1.6M0.31%
64MASTERCARD INC CL AMA3,197$1.5M0.29%
65EXXON MOBIL CORPXOM12,105$1.4M0.27%
66BERKSHIRE HATHAWAY INC CL BBRK-A3,108$1.3M0.24%
67SERVICENOW INCNOW1,595$1.2M0.23%
68MERCK & CO INCMRK9,198$1.2M0.23%
69NOVO NORDISK A/SNONOF9,278$1.2M0.23%
70VISTRA ENERGY CORPVST15,622$1.1M0.21%
71VERTEX PHARMACEUTICALS INC92532f1002,410$1.0M0.19%
72GENESIS ENERGY LPGEL89,313$993,1610.19%
73LOWES COS INC5486611073,900$967,6920.18%
74SALESFORCE.COM INCCRM3,173$938,1930.18%
75BLACKSTONE SECURED LENDING FUNDBX29,651$937,5650.18%
76T-MOBILE US INCTMUSZ5,542$905,2600.17%
77ISHARES MSCI EAFE GROWTH INDEX ETF4642888858,790$905,1060.17%
78CONOCOPHILLIPSCOP7,189$904,8880.17%
79VANGUARD RUSSELL 1000 GROWTH ETF92206C68010,177$881,5320.17%
80VANECK VECTORS AGRIBUSINESS ETF92189F70011,598$864,4230.16%
81GOLDMAN SACHS GROUP INCGSCE1,941$820,4050.16%
82DISNEY WALT CO DISNEY2546871066,756$813,7890.15%
83O'REILLY AUTOMOTIVE INCORLY726$810,5840.15%
84CHIPOTLE MEXICAN GRILL INC CLCMG274$806,4290.15%
85UNITEDHEALTH GROUP INCUNH1,568$801,0420.15%
86PALO ALTO NETWORKS INCPANW2,741$785,4040.15%
87WASTE MANAGEMENT INCWM3,677$782,9200.15%
88SCHLUMBERGER LTDSLB14,401$779,3870.15%
89MARTIN MARIETTA MATERIALS INC5732841061,256$770,7650.15%
90TESLA, INC.TSLA4,545$765,6960.14%
91COSTCO WHOLESALE CORP.22160K105968$762,0550.14%
92FISERV INCFISV4,773$760,0270.14%
93IQVIA HOLDINGS INCIQV2,972$748,1090.14%
94PROCTER & GAMBLE CO7427181094,503$745,9830.14%
95FEDEX CORPFDX2,583$744,3650.14%
96LVMH MOET HENNESSY LOUIS VUITT5024413064,347$737,2730.14%
97DELTA AIR LINES INCDAL15,194$730,7610.14%
98CONSTELLATION ENERGY CORPCEG3,826$729,7060.14%
99DIMENSIONAL US EQUITY ETF25434V40112,861$728,9570.14%
100REPUBLIC SERVICES INC7607591003,736$714,3250.14%
101CENTENE CORPCNC9,097$713,0130.13%
102METLIFE INCMET-PF9,536$706,3490.13%
103ASTRAZENECA PLC SP ADRAZN9,148$704,5090.13%
104AUTODESK INCADSK2,764$702,8690.13%
105RAYMOND JAMES FINANCIAL INC7547301095,419$695,0690.13%
106ADVANCED MICRO DEVICES INCAMD4,218$693,2820.13%
107SAP SESAPGF3,644$692,4880.13%
108KKR & CO INC CL AKKRT6,667$671,1080.13%
109MONSTER BEVERAGE CORPMNST11,377$670,2490.13%
110CHENIERE ENERGY INCLNG4,163$669,6400.13%
111VANGUARD RUSSELL 1000 VALUE ETF92206C7148,548$663,7520.13%
112GENERAC HOLDINGS INCGNRC5,260$663,7460.13%
113ARISTA NETWORKS INCANET2,252$662,0290.13%
114CF INDUSTRIES HOLDINGS INC1252691007,752$644,4610.12%
115SKYWORKS SOLUTIONS INCSWKS5,801$628,3640.12%
116BAE SYSTEMS PLC SP ADRBAESF8,859$622,6850.12%
117NOVARTIS AGNVSEF6,080$620,7680.12%
118NVENT ELECTRIC PLCNVT7,753$617,1000.12%
119HITACHI LTD.HTHIF3,311$612,7010.12%
120ACCENTURE LTD BERMUDA CL AACN1,988$610,2810.12%
121VANGUARD RUSSELL 3000 ETF92206C5992,624$606,8520.11%
122VOYA FINANCIAL INCVOYA-PB8,135$601,3230.11%
123STERLING CONSTRUCTION CO INCSTRL5,380$593,4680.11%
124EATON CORP PLCETN1,845$585,8150.11%
125COCA-COLA EUROPEAN PARTNERS PKO7,426$547,6880.10%
126MITSUBISHI CORP ORDJ4383011624,900$540,7140.10%
127ENERGY TRANSFER LPET-PI34,032$537,9850.10%
128KIRBY CORPKEX5,627$536,3660.10%
129GARMIN LTD.GRMN3,143$530,9100.10%
130ASML HOLDING NV NY REGISTRYASMLF554$515,7420.10%
131ROYAL BANK OF CANADA7800871024,926$508,4120.10%
132AUTOLIV INCALV4,028$500,8420.09%
133GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y63214,985$500,3490.09%
134MCDONALDS CORPMCD1,763$489,5590.09%
135DEERE & CODE1,198$489,1510.09%
136QUANTA SERVICES INCPWR1,838$480,2810.09%
137APOLLO GLOBAL MANAGEMENT, INC.03769M1064,219$472,7810.09%
138STARBUCKS CORPSBUX6,166$471,7280.09%
139L'OREAL SA5021172034,815$469,9920.09%
140ENTERPRISE PRODUCTS PARTNERS L29379210715,886$460,8000.09%
141CISCO SYSTEMS INCCSCO9,385$459,8820.09%
142CBOE GLOBAL MARKETS, INC.12503M1082,509$454,3100.09%
143KROGER COKR8,023$454,0640.09%
144ABB LTD.ABLZF8,485$441,4750.08%
145MPLX LPMPLXP10,100$419,4370.08%
146TOTALENERGIES SE SPONSORED ADSTTE5,660$416,6830.08%
147SAMSUNG ELECTRONICS CO., LTD.796050888288$415,5840.08%
148UNILEVER PLC SP ADRUNLYF7,744$414,1030.08%
149CADENCE DESIGN SYSTEMS, INC.CDNS1,418$407,6470.08%
150NUVEEN ENHANCED HIGH YIELD MNCNU54,077$405,5810.08%
151TESCO PLC88157540134,436$404,9670.08%
152SHELL PLC SPON ADSRYDAF5,422$400,7220.08%
153FERRARI NVRACE984$399,0770.08%
154RELX PLC SPONSORED ADRRLXXF9,170$398,5280.08%
155PHILLIPS 66PSX2,680$393,0990.07%
156CRH PLCCRH4,565$392,8180.07%
157TRIPLE FLAG PRECIOUS METAL COMTFPM23,754$390,7530.07%
158THE CIGNA GROUP1255231001,056$368,7660.07%
159ADOBE, INC.ADBE762$367,5050.07%
160STELLANTIS NVSTLA16,699$365,7120.07%
161DIAGEO PLC SP ADRDGEAF2,540$363,1180.07%
162THOMSON REUTERS CORP.TMSOF2,136$358,3780.07%
163ONEOK INCOKE4,462$357,4460.07%
164BLACKROCK INCBLK430$352,6770.07%
165TRANE TECHNOLOGIES PLCTT1,146$349,8130.07%
166SYNOPSYS, INC.SNPS621$345,7170.07%
167SQUARE INC CL ABSQKZ4,207$344,2170.07%
168SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M20929,134$337,9540.06%
169GENERAL DYNAMICS CORPGD1,155$337,4400.06%
170RTX CORPORATION COMRTX3,293$328,9370.06%
171COMFORT SYSTEMS USA INC1999081041,029$328,6570.06%
172CITIGROUP INCC-PR5,076$321,3600.06%
173ISHARES CORE MSCI EAFE ETF46432F8424,255$317,7210.06%
174BP PLCBPPFF8,142$308,0940.06%
175KINDER MORGAN INCEP-PC16,447$305,7570.06%
176AMPHENOL CORP CL A0320951012,424$301,0460.06%
177MARSH & MCLENNAN COS INC5717481021,463$300,9430.06%
178NEXTRACKER INC CLASS ANXT5,316$299,1310.06%
179OTIS WORLDWIDE CORP.OTIS3,074$298,4850.06%
180BUNGE GLOBAL SA COMBG2,884$297,9710.06%
181INTUITINTU460$291,1480.06%
182GENERAL MILLS INC3703341044,054$284,4570.05%
183CROWDSTRIKE HOLDINGS INC CL ACRWD887$284,4220.05%
184HCA INCHCA863$284,2190.05%
185EXELON CORPEXC7,442$279,7300.05%
186TJX COS INC8725401092,810$279,0240.05%
187CINTAS CORP.CTAS397$278,0070.05%
188AIR PRODS & CHEMS INCAIIR1,107$277,0360.05%
189UNION PACIFIC CORPUNP1,121$276,2770.05%
190ORACLE CORPORCL-PD2,273$275,3950.05%
191COLOPLAST A/S19624Y20022,277$273,5620.05%
192ALLIANZ SE UNSPONSRD ADS0188201009,515$272,3330.05%
193PARSONS CORPORATIONPSN3,274$271,5780.05%
194CANADIAN NATIONAL RAILWAY CO1363751022,085$271,2090.05%
195FERGUSON PLC NEW SHSG3421J1061,212$268,4940.05%
196REGIONS FINANCIAL CORPRF-PF12,513$262,5160.05%
197CATERPILLAR INCCAT735$262,4350.05%
198CLEAN HARBORS INCCLH1,288$261,3140.05%
199CAMECO CORPCCJ5,925$260,9670.05%
200CANADIAN PACIFIC KANSAS CITY CCP2,995$259,5000.05%
201EXPERIAN PLC30215C1015,940$256,9050.05%
202SHIN ETSU CHEM CO LTD ADR82455110513,791$256,4860.05%
203FS KKR CAPITAL CORP.FSK12,882$255,9650.05%
204EURONEXT NV ORDINARY SHAREN3113K3972,689$251,9610.05%
205NISOURCE INCNI9,083$251,6350.05%
206BROOKFIELD ASSET MANAGEMENT LTD.1130041056,302$250,5050.05%
207NATIONAL GRID PLCNMPWP3,513$250,1400.05%
208DTE ENERGY CODTK2,196$246,7750.05%
209TAIWAN SEMICONDUCTOR MFG LTD S8740391001,710$246,7270.05%
210SPX TECHNOLOGIES INCSPXC1,997$245,8910.05%
211THERMO FISHER SCIENTIFIC, INC.TMO413$244,9340.05%
212WALMART, INC.WMT4,040$244,3160.05%
213PROGRESSIVE CORP.7433151031,127$243,1800.05%
214INTERNATIONAL PAPER CO4601461036,222$242,7300.05%
215KORN FERRY INTLKFY3,639$239,3010.05%
216SHELL PLCRYDAF6,437$237,1850.04%
217NEXTERA ENERGY INCNEE-PW3,423$232,5760.04%
218S&P GLOBAL INCSPGI537$231,5610.04%
219WOODSIDE ENERGY GROUP LTD.WOPEF12,234$231,2760.04%
220GRANITESHARES 1.5X LONG NVDA D38747r8275,467$226,8800.04%
221REGENERON PHARMACEUTICALS, INC.REGN232$225,9220.04%
222RIO TINTO PLCRTNTF3,230$225,4670.04%
223TENARIS SA88031M1096,578$224,4410.04%
224AIR LIQUIDE SAAIIR5,522$222,3160.04%
225DESCARTES SYS GROUP INC COM2499061082,275$221,5170.04%
226ENTEGRIS INCENTG1,574$221,2100.04%
227IBERDROLA SA SP ADR4507371014,179$218,8370.04%
228QUALCOMM INCQCOM1,200$217,3170.04%
229WELLS FARGO & CO.9497461013,478$215,2530.04%
230GENERAL ELECTRIC CO.3696043011,313$214,5180.04%
231CSX CORP.CSX6,172$212,1930.04%
232UBS GROUP AGUBS7,131$212,0080.04%
233ICICI BANK LTD ADRIBN7,910$211,7910.04%
234HSBC HOLDINGS PLCHBCYF4,786$208,6700.04%
235CYBERARK SOFTWARE LTDm2682v108822$208,3770.04%
236CONSTRUCTION PARTNERS INC CL AROAD3,703$207,9230.04%
237ILLINOIS TOOL WORKS INC452308109826$207,3880.04%
238MODINE MANUFACTURING CO6078281002,174$206,9430.04%
239MSCI, INC.MSCI426$206,6780.04%
240LOGITECH INTERNATIONAL SAH504302322,431$206,0520.04%
241ENBRIDGE INCENNPF5,602$204,2700.04%
242MARRIOTT INTERNATIONAL, INC.571903202837$201,2650.04%
243KERING SA4920891075,566$199,5970.04%
244ENEL SPA29265W20727,615$199,1040.04%
245PEARSON PLC SPONS ADRPSORF14,794$184,4810.03%
246INFRASTRUTTURE WIRELESS ITALIANE SPAT6032P10214,074$157,0980.03%
247EDP-ENERGIAS DE PORTUGAL SAELCPF37,205$154,0230.03%
248KDDI CORP.KDDIF10,782$150,8400.03%
249AEGON NVAEFC22,469$148,7450.03%
250PROSUS NV74365P10819,921$145,6230.03%
251BANCO BILBAO VISCAYA ARGENTARIA SABBVXF12,164$126,5060.02%
252MITSUBISHI UFJ FINANCIAL GROUP, INC.60682210411,193$115,4000.02%
253MIZUHO FINANCIAL GROUP, INC.MZHOF24,988$99,9520.02%
254NOMURA HLDGS INC SPON ADRNRSCF14,400$82,3680.02%
255TELEFONICA SATELFY16,184$70,7240.01%
256SUPER GROUP LTD.SGHC17,583$58,9030.01%
257CAIXABANK S A UNSPONSORD ADR12803K10910,803$18,8840.00%