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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 2025 · Filed May 15, 2025 · Accession 0001104659-25-049113

Total Value
$537.7M
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 GROWTH ETF464287309351,358$32.6M6.07%
2SPDR S&P 500 ETF TRSPY46,727$26.1M4.86%
3APPLE INCAAPL109,390$24.3M4.52%
4INVESCO EXCHANGE TRADED FD TRIVZ116,820$20.2M3.76%
5AMAZON.COM INCAMZN71,435$13.6M2.53%
6MICROSOFT CORPMSFT26,993$10.1M1.88%
7ZOOMINFO TECHNOLIGIES, INC.GTM976,488$9.8M1.82%
8META PLATFORMS INC CL AMETA16,650$9.6M1.78%
9AT&T INCT-PC320,198$9.1M1.68%
10UNUM GROUPUNMA108,046$8.8M1.64%
11GILEAD SCIENCES INCGILD76,813$8.6M1.60%
12ABBVIE INCABBV39,093$8.2M1.52%
13ALTRIA GROUP INCMO126,172$7.6M1.41%
14INTERNATIONAL BUSINESS MACHINEINTR30,206$7.5M1.40%
15BRISTOL MYERS SQUIBB COCELG-RI122,235$7.5M1.39%
16ALPHABET INC CAP STOCK CL AGOOG45,254$7.0M1.30%
17ENTERGY CORP29364g10381,278$6.9M1.29%
18SMUCKER J M CO83269640557,727$6.8M1.27%
19XCEL ENERGY INCXELLL95,581$6.8M1.26%
20CLEARWAY ENERGY INC CL CCWEN-A221,521$6.7M1.25%
21MORGAN STANLEYMS-PQ56,783$6.6M1.23%
22DUKE ENERGY CORPDUKB54,310$6.6M1.23%
23CORNING INCGLW142,416$6.5M1.21%
24AMGEN INCAMGN20,798$6.5M1.21%
25STATE STREET CORPSTT-PG72,188$6.5M1.20%
26VERIZON COMMUNICATIONS INCVZ142,263$6.5M1.20%
27JOHNSON & JOHNSONJNJ38,901$6.5M1.20%
28COCA-COLA COKO89,889$6.4M1.20%
29BERKSHIRE HATHAWAY, INC.BRK-A8$6.4M1.19%
30TAPESTRY INCTPR90,619$6.4M1.19%
31HOME DEPOT INCHD17,340$6.4M1.18%
32MID-AMERICA APARTMENT COMMUNITIES, INC.59522J10337,767$6.3M1.18%
33CHEVRON CORPCVX37,660$6.3M1.17%
34ZIONS BANCORPORATION989701107122,032$6.1M1.13%
35DEVON ENERGY CORP25179m103159,330$6.0M1.11%
36TEXAS INSTRUMENTS INC88250810433,129$6.0M1.11%
37SNAP ON INCSNA17,488$5.9M1.10%
38PACKAGING CORP AMERICA69515610929,522$5.8M1.09%
39PEPSICO INCPEP38,978$5.8M1.09%
40KINDER MORGAN INCEP-PC204,707$5.8M1.09%
41COMERICA INC20034010798,747$5.8M1.08%
42CONAGRA FOODS INCCAG216,877$5.8M1.08%
43INTERPUBLIC GROUP COS INCINTR208,327$5.7M1.05%
44EASTMAN CHEM COEMN63,323$5.6M1.04%
45NVIDIA CORPNVDA49,284$5.3M0.99%
46TRAVEL PLUS LEISURE CO894164102114,710$5.3M0.99%
47DOW INCDOW150,514$5.3M0.98%
48UNITED PARCEL SERVICE INC CL BUPS47,672$5.2M0.98%
49ALLY FINANCIAL INCALLY142,165$5.2M0.96%
50BEST BUY INCBBY67,629$5.0M0.93%
51FMC CORPFMC111,342$4.7M0.87%
52SKYWORKS SOLUTIONS INCSWKS63,445$4.1M0.76%
53VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976863,776$4.0M0.74%
54NETFLIX, INC.NFLX4,183$3.9M0.73%
55VANGUARD SPECIALIZED PORTFOLIO92190884419,945$3.9M0.72%
56ISHARES MSCI INTERNATIONAL QUALITY FACTOR ETF46434V45685,337$3.4M0.63%
57SPDR S&P DIVIDEND ETF78464A76317,772$2.4M0.45%
58BROADCOM INC COMAVGO13,238$2.2M0.41%
59ALPHABET INC CAP STOCK CL CGOOG13,676$2.1M0.40%
60ELI LILLY & COLLY2,279$1.9M0.35%
61JPMORGAN CHASE & COVYLD7,127$1.7M0.33%
62VANGUARD S&P 500 ETF9229083633,384$1.7M0.32%
63VISA INC CL AV4,886$1.7M0.32%
64BERKSHIRE HATHAWAY INC CL BBRK-A2,994$1.6M0.30%
65TESLA MOTORS INCTSLA6,014$1.6M0.29%
66EXXON MOBIL CORPXOM11,818$1.4M0.26%
67WESTROCK COFFEE CO.WEST194,347$1.4M0.26%
68MASTERCARD INC CL AMA2,534$1.4M0.26%
69VERTEX PHARMACEUTICALS INC92532f1002,336$1.1M0.21%
70MERCK & CO INCMRK12,065$1.1M0.20%
71SAP SE SP ADRSAPGF3,688$990,0800.18%
72T-MOBILE US INCTMUSZ3,564$950,5550.18%
73VANGUARD RUSSELL 1000 GROWTH ETF92206C68010,177$944,3240.18%
74COSTCO WHOLESALE CORP.22160K105990$936,3880.17%
75CONOCOPHILLIPSCOP8,904$935,0980.17%
76ISHARES RUSSELL 2000 VALUE ETF4642876306,112$922,8610.17%
77LOWES COS INC5486611073,895$908,5010.17%
78SALESFORCE.COM INCCRM3,350$899,0060.17%
79ISHARES MSCI EAFE GROWTH INDEX ETF4642888858,930$892,9590.17%
80GOLDMAN SACHS GROUP INCGSCE1,616$882,8500.16%
81O'REILLY AUTOMOTIVE INCORLY600$859,5480.16%
82PALO ALTO NETWORKS INCPANW4,945$843,8140.16%
83CHENIERE ENERGY INCLNG3,627$839,2880.16%
84UNITEDHEALTH GROUP INCUNH1,593$834,5170.16%
85FISERV INCFISV3,645$804,9250.15%
86GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y63222,107$804,2490.15%
87VANECK VECTORS AGRIBUSINESS ETF92189F70011,741$797,0690.15%
88SERVICENOW INCNOW995$792,1590.15%
89HITACHI LTD.HTHIF33,646$788,9990.15%
90DIMENSIONAL US EQUITY ETF25434V40113,003$786,4170.15%
91ASTRAZENECA PLC SP ADRAZN10,195$749,3630.14%
92MONSTER BEVERAGE CORPMNST12,747$745,9550.14%
93TARGA RESOURCES CORPTRGP3,698$741,3380.14%
94METLIFE INCMET-PF9,201$738,7490.14%
95AUTODESK INCADSK2,816$737,2290.14%
96DISNEY WALT CO DISNEY2546871067,382$728,6030.14%
97BAE SYSTEMS PLC SP ADRBAESF8,859$728,3220.14%
98CROWN HOLDINGS INCCCK8,029$716,6690.13%
99VANGUARD RUSSELL 1000 VALUE ETF92206C7148,548$705,5520.13%
100GARMIN LTD.GRMN3,237$702,9170.13%
101CHIPOTLE MEXICAN GRILL INC CLCMG13,664$686,0700.13%
102PROCTER & GAMBLE CO7427181094,004$682,4360.13%
103NOVARTIS AGNVSEF6,080$677,7980.13%
104RAYMOND JAMES FINANCIAL INC7547301094,853$674,1410.13%
105NOVO NORDISK A/SNONOF9,513$660,5550.12%
106FEDEX CORPFDX2,675$652,1120.12%
107COCA-COLA EUROPEAN PARTNERS PKO7,490$651,8600.12%
108VANGUARD RUSSELL 3000 ETF92206C5992,624$647,4980.12%
109ACCENTURE LTD BERMUDA CL AACN2,052$640,2010.12%
110KKR & CO INC CL AKKRT5,416$626,1440.12%
111APOLLO GLOBAL MGMT INCAPOS4,503$616,6410.11%
112MARTIN MARIETTA MATERIALS INC5732841061,255$600,0530.11%
113VOYA FINANCIAL INCVOYA-PB8,845$599,3370.11%
114GENERAC HOLDINGS INCGNRC4,680$592,7220.11%
115NORWEGIAN CRUISE LINE HOLDINGSNCLH30,471$577,7310.11%
116CBOE GLOBAL MARKETS, INC.12503M1082,540$574,7330.11%
117CISCO SYSTEMS INCCSCO9,174$566,1270.11%
118VERTIV HOLDINGS CO CL AVRT7,841$566,1200.11%
119DELTA AIR LINES INCDAL12,956$564,8810.11%
120ROYAL BANK OF CANADA7800871024,926$555,2590.10%
121LVMH MOET HENNESSY LOUIS VUITT5024413064,347$538,4520.10%
122DEERE & CODE1,134$532,2700.10%
123DORCHESTER MINERALS LPDMLP17,596$529,2880.10%
124KROGER COKR7,621$515,8650.10%
125HALEON PLC SPON ADSHLNCF49,467$509,0150.09%
126STARBUCKS CORP.SBUX5,127$502,9540.09%
127CIENA CORPCIEN8,213$496,3110.09%
128LOCKHEED MARTIN CORPLMT1,104$493,2160.09%
129TRIPLE FLAG PRECIOUS METAL COMTFPM24,306$465,4600.09%
130RELX PLC SPONSORED ADRRLXXF9,170$462,2600.09%
131UNILEVER PLC SP ADRUNLYF7,744$461,1550.09%
132CUMMINS INCCMI1,471$461,0700.09%
133ARES CAPITAL CORPARCC20,375$451,5100.08%
134SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M20929,134$450,4120.08%
135OAKTREE SPECIALTY LENDING CORPOCSL29,210$448,6660.08%
136TESCO PLC88157540134,436$444,2240.08%
137ABB LTD.ABLZF8,485$442,4080.08%
138RTX CORPORATION COMRTX3,320$439,7670.08%
139MITSUBISHI CORP ORDJ4383011624,900$437,3400.08%
140SHELL PLC SPON ADSRYDAF5,717$418,9410.08%
141FERRARI NVRACE978$418,4670.08%
142TRINITY CAP INCTRINZ26,728$405,1960.08%
143EURONEXT NVN3113K3972,689$388,3530.07%
144BLACKROCK INCBLK403$381,4310.07%
145MCDONALDS CORPMCD1,217$380,2350.07%
146ADOBE INCADBE973$373,1740.07%
147THOMSON REUTERS CORP.TMSOF2,136$369,0580.07%
148ASML HOLDING NV NY REGISTRYASMLF555$367,6550.07%
149ALLIANZ SE UNSPONSRD ADS0188201009,605$367,2120.07%
150AUTOLIV INCALV4,130$365,2990.07%
151TOTALENERGIES SE SPONSORED ADSTTE5,640$364,8510.07%
152L'OREAL SA5021172034,825$358,7870.07%
153THE CIGNA GROUP1255231001,090$358,6450.07%
154CADENCE DESIGN SYSTEMS, INC.CDNS1,410$358,6050.07%
155WALMART, INC.WMT4,040$354,6370.07%
156MPLX LPMPLXP6,518$348,8440.06%
157PROGRESSIVE CORP.7433151031,225$346,7110.06%
158EXELON CORPEXC7,504$345,7770.06%
159CITIGROUP INCC-PR4,841$343,6630.06%
160TJX COS INC8725401092,810$342,2580.06%
161SIXTH STREET SPECIALTY LENDNIN83012a10915,280$341,9660.06%
162DFA US CORE EQUITY ETF25434V70810,257$338,3780.06%
163HSBC HOLDINGS PLCHBCYF5,798$332,9790.06%
164AIR PRODS & CHEMS INCAIIR1,107$326,4770.06%
165CINTAS CORP.CTAS1,588$326,3820.06%
166NISOURCE INCNI8,122$325,6110.06%
167FS KKR CAPITAL CORPFSK15,292$320,3670.06%
168OTIS WORLDWIDE CORP.OTIS2,994$308,9810.06%
169TAIWAN SEMICONDUCTOR MFG LTD S8740391001,860$308,7600.06%
170BROOKFIELD ASSET MANAGEMENT LTD.1130041056,346$307,4780.06%
171WELLS FARGO & CO.9497461014,092$293,7650.05%
172ONEOK INCOKE2,940$291,7070.05%
173DTE ENERGY CODTK2,109$291,6120.05%
174MSCI, INC.MSCI507$286,7090.05%
175MARSH & MCLENNAN COMPANIES, INC.5717481021,171$285,8160.05%
176IBERDROLA SA SP ADR4507371014,427$285,5020.05%
177PHILLIPS 66PSX2,304$284,4980.05%
178SAMSUNG ELECTRONICS CO., LTD.796050888288$280,2240.05%
179ISHARES CORE MSCI EAFE ETF46432F8423,692$279,3000.05%
180S&P GLOBAL, INC.SPGI548$278,2700.05%
181SYNOPSYS, INC.SNPS646$277,0370.05%
182EXPERIAN PLC30215C1015,940$275,6160.05%
183INTUIT, INC.INTU446$273,8760.05%
184BP PLCBPPFF8,102$273,7710.05%
185INTERNATIONAL PAPER CO4601461034,964$264,8290.05%
186DIAGEO PLCDGEAF2,526$264,6510.05%
187NVENT ELECTRIC PLCNVT5,025$263,4110.05%
188GENERAL ELECTRIC CO.3696043011,313$262,7970.05%
189TENARIS SA88031M1096,578$257,2660.05%
190ARROWMARK FINANCIAL CORPBANX11,855$249,5480.05%
191PHILIP MORRIS INTL INC7181721091,571$249,3960.05%
192ICICI BANK LTD ADRIBN7,910$249,3230.05%
193CATERPILLAR INCCAT755$248,9990.05%
194ORACLE CORPORCL-PD1,780$248,8660.05%
195ENTERPRISE PRODUCTS PARTNERS, LP2937921077,246$247,3780.05%
196CHUBB LTD.CB811$244,9140.05%
197THERMO FISHER SCIENTIFIC, INC.TMO489$243,3370.05%
198ENERGY TRANSFER LPET-PI13,071$242,9900.05%
199VICI PROPERTIES INC9256521097,372$240,4740.04%
200INTUITIVE SURGICAL, INC.ISRG484$239,7110.04%
201UBS GROUP AGUBS7,808$239,1590.04%
202PEARSON PLC SPONS ADRPSORF14,892$238,4210.04%
203SHELL PLCRYDAF6,437$234,7170.04%
204REGIONS FINANCIAL CORPRF-PF10,785$234,3580.04%
205COLOPLAST A/S19624Y20022,277$233,9090.04%
206ABBOTT LABORATORIESABLZF1,741$230,8790.04%
207AIR LIQUIDE SAAIIR6,071$230,8190.04%
208AMPHENOL CORP.0320951013,506$229,9740.04%
209DESCARTES SYS GROUP INC COM2499061082,275$229,3880.04%
210ENEL SPA29265W20727,615$222,5770.04%
211KORN FERRY INTLKFY3,240$219,7690.04%
212GOLDMAN SACHS BDC INCGSBD18,815$218,8180.04%
213CONSTELLATION ENERGY CORPCEG1,078$217,3570.04%
214VERISIGN, INC.VRSN854$216,8050.04%
215GENERAL DYNAMICS CORP.GD795$216,7690.04%
216NATIONAL GRID PLCNMPWP3,299$216,4300.04%
217PALANTIR TECHNOLOGIES, INC.PLTR2,561$216,1480.04%
218INVESCO QQQ TR UNIT SER 1IVZ455$213,3590.04%
219BOSTON SCIENTIFIC CORP.BSX2,056$207,4090.04%
220LOGITECH INTERNATIONAL SAH504302322,431$205,2010.04%
221ANALOG DEVICES, INC.ADI1,017$205,0980.04%
222UBER TECHNOLOGIES, INC.UBER2,813$204,9550.04%
223ADVANCED MICRO DEVICES INCAMD1,985$203,9390.04%
224ROYAL CARRIBBEAN GROUPV7780T103984$202,1530.04%
225AFLAC, INC.AFL1,807$200,9200.04%
226MUNICH RE GROUP UNSPONSORED ADR62618810615,585$197,1500.04%
227SHIN ETSU CHEM CO LTD ADR82455110513,791$196,6210.04%
228STELLANTIS NVSTLA17,127$191,9960.04%
229PROSUS NV74365P10819,921$184,4680.03%
230WOODSIDE ENERGY GROUP LTD.WOPEF12,234$176,2580.03%
231KDDI CORP.KDDIF10,968$172,7460.03%
232BANCO BILBAO VISCAYA ARGENTARIA SABBVXF12,164$165,6740.03%
233MITSUBISHI UFJ FINANCIAL GROUP, INC.60682210411,193$152,5610.03%
234INFRASTRUTTURE WIRELESS ITALIANE SPAT6032P10214,074$148,8350.03%
235AEGON NVAEFC22,469$148,0710.03%
236SUPER GROUP LTD.SGHC21,576$138,9490.03%
237MIZUHO FINANCIAL GROUP, INC.MZHOF24,988$137,6840.03%
238EDP-ENERGIAS DE PORTUGAL SAELCPF37,205$125,0680.02%
239180 DEGREE CAP CORP NEW68235b20819,950$79,2010.01%
240SOHO HOUSE & CO INC COM CL A58600110912,616$77,9670.01%
241IHS HOLDING LTD.IHS10,037$52,3930.01%
242NETWORK-1 TECHNOLOGIES INCNTIP36,204$47,0650.01%
243WIPRO LTD.WIT14,338$43,8740.01%
244CAIXABANK S A UNSPONSORD ADR12803K10910,803$27,8720.01%