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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 Q2 2024 · Filed August 14, 2024 · Accession 0001104659-24-089430

Total Value
$558.3M
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 GROWTH ETF464287309288,723$26.7M4.79%
2SPDR S&P 500 ETF TRSPY43,585$23.7M4.25%
3APPLE INCAAPL108,286$22.8M4.09%
4AMAZON.COM INCAMZN69,966$13.5M2.42%
5ZOOMINFO TECHNOLIGIES, INC.GTM976,785$12.5M2.23%
6ZOOMINFO TECHNOLIGIES, INC.GTM976,400$12.5M2.23%
7MICROSOFT CORPMSFT27,524$12.3M2.20%
8BROADCOM INC COMAVGO7,146$11.5M2.06%
9JPMORGAN CHASE & COVYLD45,416$9.2M1.65%
10META PLATFORMS INC CL AMETA16,535$8.3M1.49%
11ABBVIE INCABBV47,257$8.1M1.45%
12ALPHABET INC CAP STOCK CL AGOOG44,164$8.0M1.44%
13CORNING INCGLW206,615$8.0M1.44%
14TEXAS INSTRUMENTS INC88250810440,382$7.9M1.41%
15AT&T INCT-PC407,725$7.8M1.40%
16MORGAN STANLEYMS-PQ78,948$7.7M1.37%
17AMGEN INCAMGN24,448$7.6M1.37%
18EASTMAN CHEM COEMN77,592$7.6M1.36%
19CUMMINS INCCMI26,693$7.4M1.32%
20HOME DEPOT INCHD21,105$7.3M1.30%
21LOCKHEED MARTIN CORPLMT15,544$7.3M1.30%
22ALTRIA GROUP INCMO159,078$7.2M1.30%
23CHEVRON CORPCVX45,653$7.1M1.28%
24UNUM GROUPUNMA139,073$7.1M1.27%
25BEST BUY INCBBY84,076$7.1M1.27%
26NVIDIA CORPNVDA56,841$7.0M1.26%
27TAPESTRY INCTPR163,377$7.0M1.25%
28COCA-COLA COKO109,738$7.0M1.25%
29PEPSICO INCPEP41,834$6.9M1.24%
30PACKAGING CORP AMERICA69515610937,664$6.9M1.23%
31ZIONS BANCORPORATION989701107156,854$6.8M1.23%
32ALLY FINANCIAL INCALLY172,417$6.8M1.23%
33VERIZON COMMUNICATIONS INCVZ164,985$6.8M1.22%
34ZIONS BANCORPORATION989701107156,678$6.8M1.22%
35ENTERGY CORP29364g10363,157$6.8M1.21%
36DUKE ENERGY CORPDUKB67,116$6.7M1.20%
37GILEAD SCIENCES INCGILD97,922$6.7M1.20%
38STATE STREET CORPSTT-PG90,244$6.7M1.20%
39CLEARWAY ENERGY INC CL CCWEN-A268,664$6.6M1.19%
40DOW INCDOW122,716$6.5M1.17%
41INTERNATIONAL BUSINESS MACHINEINTR37,247$6.4M1.15%
42XCEL ENERGY INCXELLL119,910$6.4M1.15%
43JOHNSON & JOHNSONJNJ42,539$6.2M1.11%
44HF SINCLAIR CORPORATION COMDINO113,618$6.1M1.09%
45COMERICA INC200340107118,575$6.1M1.08%
46CONAGRA FOODS INCCAG211,248$6.0M1.08%
47UNITED PARCEL SERVICE INC CL BUPS41,749$5.7M1.02%
48SNAP ON INCSNA21,816$5.7M1.02%
49INTERPUBLIC GROUP COS INCINTR195,997$5.7M1.02%
50SMUCKER J M CO83269640552,260$5.7M1.02%
51BRISTOL MYERS SQUIBB COCELG-RI132,022$5.5M0.98%
52MID-AMERICA APARTMENT COMMUNITIES, INC.59522J10337,861$5.4M0.97%
53BERKSHIRE HATHAWAY, INC.BRK-A8$4.9M0.88%
54VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976863,094$3.8M0.68%
55VANGUARD SPECIALIZED PORTFOLIO92190884419,890$3.6M0.65%
56ISHARES MSCI INTERNATIONAL QUALITY FACTOR ETF46434V45684,882$3.3M0.59%
57NETFLIX, INC.NFLX4,174$2.8M0.50%
58ALPHABET INC CAP STOCK CL CGOOG13,784$2.5M0.45%
59SPDR S&P DIVIDEND ETF78464A76317,430$2.2M0.40%
60ELI LILLY & COLLY2,280$2.1M0.37%
61WESTROCK COFFEE CO96145w103195,880$2.0M0.36%
62VERTIV HOLDINGS CO CL AVRT20,138$1.7M0.31%
63VANGUARD S&P 500 ETF9229083633,422$1.7M0.31%
64VISA INC CL AV6,104$1.6M0.29%
65MASTERCARD INC CL AMA3,203$1.4M0.25%
66EXXON MOBIL CORPXOM11,631$1.3M0.24%
67NOVO-NORDISK A/S ADRNONOF9,288$1.3M0.24%
68SERVICENOW INCNOW1,602$1.3M0.23%
69GENESIS ENERGY LPGEL86,667$1.2M0.22%
70BERKSHIRE HATHAWAY INC CL BBRK-A2,897$1.2M0.21%
71VERTEX PHARMACEUTICALS INC92532f1002,381$1.1M0.20%
72VISTRA ENERGY CORPVST12,620$1.1M0.19%
73MERCK & CO INCMRK8,652$1.1M0.19%
74T-MOBILE US INCTMUSZ5,546$977,0950.18%
75VANGUARD RUSSELL 1000 GROWTH ETF92206C68010,177$954,7040.17%
76ISHARES MSCI EAFE GROWTH INDEX ETF4642888858,867$907,0560.16%
77TESLA, INC.TSLA4,499$890,2620.16%
78LOWES COS INC5486611073,900$859,8610.15%
79SALESFORCE.COM INCCRM3,263$838,9170.15%
80GOLDMAN SACHS GROUP INCGSCE1,853$838,1870.15%
81KIRBY CORPKEX6,888$824,7000.15%
82COSTCO WHOLESALE CORP.22160K105968$822,8500.15%
83CONOCOPHILLIPSCOP7,189$822,2780.15%
84VANECK VECTORS AGRIBUSINESS ETF92189F70011,598$813,2740.15%
85CHIPOTLE MEXICAN GRILL INC CLCMG12,600$789,3900.14%
86GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y63222,075$786,5320.14%
87UNITEDHEALTH GROUP INCUNH1,535$781,8930.14%
88PALO ALTO NETWORKS INCPANW2,283$773,9600.14%
89FEDEX CORPFDX2,575$772,0880.14%
90CONSTELLATION ENERGY CORPCEG3,829$766,8340.14%
91DIMENSIONAL US EQUITY ETF25434V40112,896$758,9320.14%
92HITACHI LTD.HTHIF3,345$753,2270.13%
93SAP SESAPGF3,653$736,9010.13%
94CHENIERE ENERGY INCLNG4,127$721,5230.13%
95ASTRAZENECA PLC SP ADRAZN9,148$713,4470.13%
96WASTE MANAGEMENT INCWM3,254$694,2490.12%
97AUTODESK INCADSK2,800$692,8600.12%
98O'REILLY AUTOMOTIVE INCORLY656$692,7750.12%
99FISERV INCFISV4,615$687,8200.12%
100KKR & CO INC CL AKKRT6,526$686,7970.12%
101SCHLUMBERGER LTDSLB14,401$679,4390.12%
102DISNEY WALT CO DISNEY2546871066,842$679,3420.12%
103METLIFE INCMET-PF9,536$669,3320.12%
104LVMH MOET HENNESSY LOUIS VUITT5024413064,347$666,6010.12%
105DELTA AIR LINES INCDAL13,825$655,8580.12%
106VANGUARD RUSSELL 1000 VALUE ETF92206C7148,548$654,5200.12%
107NRG ENERGY INCNRG8,376$652,1550.12%
108RAYMOND JAMES FINANCIAL INC7547301095,272$651,6810.12%
109PROCTER & GAMBLE CO7427181093,930$648,2070.12%
110STERLING CONSTRUCTION CO INCSTRL5,476$648,0300.12%
111NOVARTIS AGNVSEF6,080$647,2770.12%
112VANGUARD RUSSELL 3000 ETF92206C5992,624$628,7100.11%
113SKYWORKS SOLUTIONS INCSWKS5,886$627,3300.11%
114GENERAC HOLDINGS INCGNRC4,744$627,2520.11%
115MARTIN MARIETTA MATERIALS INC5732841061,155$625,7790.11%
116REPUBLIC SERVICES INC7607591003,215$624,8350.11%
117ACCENTURE LTD BERMUDA CL AACN2,019$612,5030.11%
118CENTENE CORPCNC9,097$603,1310.11%
119IQVIA HOLDINGS INCIQV2,851$602,8150.11%
120NVENT ELECTRIC PLCNVT7,780$596,0250.11%
121BAE SYSTEMS PLC SP ADRBAESF8,859$592,2150.11%
122EATON CORP PLCETN1,857$582,3070.10%
123VOYA FINANCIAL INCVOYA-PB8,135$578,8050.10%
124CF INDUSTRIES HOLDINGS INC1252691007,752$574,5790.10%
125MONSTER BEVERAGE CORPMNST11,377$568,2810.10%
126ASML HOLDING NV NY REGISTRYASMLF554$566,5930.10%
127ENERGY TRANSFER LPET-PI34,250$555,5350.10%
128COCA-COLA EUROPEAN PARTNERS PKO7,450$542,9120.10%
129MPLX LPMPLXP12,641$538,3800.10%
130APOLLO GLOBAL MANAGEMENT, INC.03769M1064,474$528,2450.09%
131ROYAL BANK OF CANADA7800871024,926$524,0280.09%
132GARMIN LTD.GRMN3,143$512,0220.09%
133TAIWAN SEMICONDUCTOR MFG LTD S8740391002,899$503,8750.09%
134MITSUBISHI CORP ORDJ4383011624,900$487,2880.09%
135TARGA RESOURCES CORPTRGP3,759$484,0840.09%
136CAMECO CORPCCJ9,827$483,4880.09%
137ABB LTD.ABLZF8,485$472,6990.08%
138QUANTA SERVICES INCPWR1,854$471,0830.08%
139ENTERPRISE PRODUCTS PARTNERS L29379210716,043$464,9260.08%
140STARBUCKS CORPSBUX5,942$462,5660.08%
141CADENCE DESIGN SYSTEMS, INC.CDNS1,418$436,3900.08%
142AUTOLIV INCALV4,028$430,9560.08%
143CISCO SYSTEMS INCCSCO9,056$430,2510.08%
144CBOE GLOBAL MARKETS, INC.12503M1082,517$428,0810.08%
145SAMSUNG ELECTRONICS CO., LTD.796050888288$426,2400.08%
146UNILEVER PLC SP ADRUNLYF7,744$425,8420.08%
147ADOBE, INC.ADBE762$423,3210.08%
148L'OREAL SA5021172034,815$422,9010.08%
149NUVEEN ENHANCED HIGH YIELD MNCNU54,851$421,2580.08%
150RELX PLC SPONSORED ADRRLXXF9,170$420,7200.08%
151TESCO PLC88157540134,436$405,6560.07%
152ADVANCED MICRO DEVICES INCAMD2,495$404,7140.07%
153DEERE & CODE1,078$402,7940.07%
154FERRARI NVRACE978$399,3860.07%
155SHELL PLC SPON ADSRYDAF5,422$391,3600.07%
156SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M20929,134$390,6870.07%
157TRANE TECHNOLOGIES PLCTT1,157$380,5720.07%
158CROWDSTRIKE HOLDINGS INC CL ACRWD990$379,3590.07%
159TOTALENERGIES SE SPONSORED ADSTTE5,660$377,4090.07%
160KROGER COKR7,476$373,2770.07%
161SYNOPSYS, INC.SNPS621$369,5320.07%
162TRIPLE FLAG PRECIOUS METAL COMTFPM23,754$368,1870.07%
163ONEOK INCOKE4,475$364,9360.07%
164THOMSON REUTERS CORP.TMSOF2,136$360,0660.06%
165MCDONALDS CORPMCD1,386$353,2750.06%
166THE CIGNA GROUP1255231001,056$349,1170.06%
167CRH PLCCRH4,602$345,0580.06%
168MODINE MANUFACTURING CO6078281003,440$344,6540.06%
169STELLANTIS NVSTLA17,091$339,2600.06%
170BLACKROCK INCBLK430$338,5470.06%
171OTIS WORLDWIDE CORP.OTIS3,397$326,9950.06%
172PHILLIPS 66PSX2,304$325,2560.06%
173RTX CORPORATION COMRTX3,211$322,3530.06%
174CITIGROUP INCC-PR5,076$322,1230.06%
175COMFORT SYSTEMS USA INC1999081041,046$318,1100.06%
176DYCOM INDUSTRIES INC2674751011,856$313,2190.06%
177TJX COS INC8725401092,810$309,3810.06%
178ISHARES CORE MSCI EAFE ETF46432F8424,255$309,0830.06%
179DIAGEO PLC SP ADRDGEAF2,426$305,8430.05%
180BUNGE GLOBAL SA COMBG2,829$302,0520.05%
181INTUITINTU454$298,4130.05%
182CLEAN HARBORS INCCLH1,304$294,8990.05%
183BP PLCBPPFF8,142$293,9270.05%
184SPX TECHNOLOGIES INCSPXC2,017$286,6960.05%
185AIR PRODS & CHEMS INCAIIR1,107$285,6610.05%
186CINTAS CORP.CTAS397$278,0030.05%
187HCA INCHCA863$277,2800.05%
188EXPERIAN PLC30215C1015,940$277,0420.05%
189WALMART, INC.WMT4,040$273,5220.05%
190CYBERARK SOFTWARE LTDm2682v108989$270,4130.05%
191PARSONS CORPORATIONPSN3,300$269,9730.05%
192COLOPLAST A/S19624Y20022,277$269,1060.05%
193SHIN ETSU CHEM CO LTD ADR82455110513,791$268,0770.05%
194NISOURCE INCNI9,264$266,8960.05%
195ALLIANZ SE UNSPONSRD ADS0188201009,515$263,7930.05%
196KINDER MORGAN INCEP-PC13,262$263,5160.05%
197INTERNATIONAL PAPER CO4601461035,933$256,0090.05%
198FS KKR CAPITAL CORP.FSK12,882$254,1620.05%
199UNION PACIFIC CORPUNP1,120$253,4110.05%
200EXELON CORPEXC7,287$252,1970.05%
201NEXTRACKER INC CLASS ANXT5,365$251,5110.05%
202EURONEXT NVN3113K3972,689$249,2870.04%
203ISHARES SEMICONDUCTOR ETF4642875231,000$246,6300.04%
204CANADIAN NATIONAL RAILWAY CO1363751022,085$246,3010.04%
205REGENERON PHARMACEUTICALS, INC.REGN232$243,8390.04%
206DTE ENERGY CODTK2,196$243,7780.04%
207CATERPILLAR INCCAT727$242,1630.04%
208BROOKFIELD ASSET MANAGEMENT LTD.1130041056,302$239,7910.04%
209S&P GLOBAL INCSPGI537$239,3540.04%
210QUALCOMM INCQCOM1,200$239,0820.04%
211NEXTERA ENERGY INCNEE-PW3,353$237,4260.04%
212AMPHENOL CORP.0320951013,506$236,2150.04%
213REGIONS FINANCIAL CORPRF-PF11,786$236,1910.04%
214GENERAL DYNAMICS CORPGD813$235,9570.04%
215LOGITECH INTERNATIONAL SAH504302322,431$235,5150.04%
216FERGUSON ENTERPRISES INC COMMON STOCK NEWFERG1,212$234,7040.04%
217PROGRESSIVE CORP.7433151031,127$234,1070.04%
218KORN FERRY INTLKFY3,456$232,0360.04%
219ORACLE CORPORCL-PD1,634$230,7240.04%
220SHELL PLCRYDAF6,437$230,6030.04%
221ICICI BANK LTD ADRIBN7,910$227,8870.04%
222MARSH & MCLENNAN COMPANIES, INC.5717481021,055$222,3580.04%
223DESCARTES SYS GROUP INC COM2499061082,275$220,3110.04%
224IBERDROLA SA SP ADR4507371014,179$218,6140.04%
225GRANITE CONTRUCTION INCGVA3,512$217,6390.04%
226CSX CORP.CSX6,437$215,3180.04%
227ENTEGRIS INCENTG1,588$215,0150.04%
228KLA CORP.KLAC258$212,7240.04%
229UBS GROUP AGUBS7,131$210,6500.04%
230THERMO FISHER SCIENTIFIC, INC.TMO378$209,0460.04%
231GENERAL ELECTRIC CO.3696043011,313$208,7280.04%
232HSBC HOLDINGS PLCHBCYF4,786$208,1910.04%
233CONSTRUCTION PARTNERS INC CL AROAD3,750$207,0370.04%
234WELLS FARGO & CO.9497461013,478$206,5580.04%
235SUPER MICRO COMPUTER INCSMCI250$204,8370.04%
236MSCI, INC.MSCI422$203,2990.04%
237MARRIOTT INTERNATIONAL, INC.571903202837$202,3610.04%
238TENARIS SA88031M1096,578$200,7610.04%
239ENEL SPA29265W20727,615$190,2670.03%
240EQUITRANS MIDSTREAM CORP29460010114,282$185,3810.03%
241PEARSON PLC SPONS ADRPSORF14,794$184,6290.03%
242BURFORD CAPITAL LTD.BUR13,625$175,6780.03%
243HUDBAY MINERALS INCHBM18,665$168,9180.03%
244INFRASTRUTTURE WIRELESS ITALIANE SPAT6032P10214,074$147,0670.03%
245KDDI CORP.KDDIF10,968$144,8870.03%
246PROSUS NV74365P10819,921$142,2360.03%
247EDP-ENERGIAS DE PORTUGAL SAELCPF37,205$139,5210.02%
248AEGON NVAEFC22,469$137,7350.02%
249BANCO BILBAO VISCAYA ARGENTARIA SABBVXF12,164$122,0050.02%
250MITSUBISHI UFJ FINANCIAL GROUP, INC.60682210411,193$120,8840.02%
251MIZUHO FINANCIAL GROUP, INC.MZHOF24,988$105,6990.02%
252NOMURA HLDGS INC SPON ADRNRSCF14,400$83,2320.01%
253TELEFONICA SATELFY16,184$68,1350.01%
254SUPER GROUP LTD.SGHC17,583$56,7930.01%
255CAIXABANK S A UNSPONSORD ADR12803K10910,803$18,7970.00%