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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 Q3 2025 · Filed November 14, 2025 · Accession 0001104659-25-112136

Total Value
$626.6M
Positions
272
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 GROWTH ETF464287309351,998$42.5M6.78%
2SPDR S&P 500 ETF TRSPY47,698$31.8M5.07%
3APPLE INCAAPL110,785$28.2M4.50%
4ISHARES MSCI USA EQUAL-WEIGHTED ETF464286681205,952$21.2M3.38%
5AMAZON.COM INCAMZN72,662$16.0M2.55%
6MICROSOFT CORPMSFT27,653$14.3M2.29%
7META PLATFORMS INC CL AMETA17,160$12.6M2.01%
8ALPHABET INC CAP STOCK CL AGOOG46,352$11.3M1.80%
9NVIDIA CORPNVDA58,529$10.9M1.74%
10ZOOMINFO TECHNOLIGIES, INC.GTM976,508$10.7M1.70%
11CORNING INCGLW122,030$10.0M1.60%
12ABBVIE INCABBV39,551$9.2M1.46%
13EXXON MOBIL CORPXOM72,935$8.2M1.31%
14MORGAN STANLEYMS-PQ51,220$8.1M1.30%
15STATE STREET CORPSTT-PG64,964$7.5M1.20%
16ALTRIA GROUP INCMO113,736$7.5M1.20%
17INTERNATIONAL BUSINESS MACHINEINTR26,466$7.5M1.19%
18HOME DEPOT INCHD18,297$7.4M1.18%
19GILEAD SCIENCES INCGILD66,107$7.3M1.17%
20XCEL ENERGY INCXELLL90,916$7.3M1.17%
21INVESCO EXCHANGE TRADED FD TRIVZ38,646$7.3M1.17%
22CVS HEALTH CORPORATIONCVS96,416$7.3M1.16%
23LOCKHEED MARTIN CORPLMT14,556$7.3M1.16%
24JOHNSON & JOHNSONJNJ38,321$7.1M1.13%
25ENTERGY CORP29364g10376,198$7.1M1.13%
26CHEVRON CORPCVX45,601$7.1M1.13%
27AT&T INCT-PC248,747$7.0M1.12%
28DUKE ENERGY CORPDUKB55,299$6.8M1.09%
29VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976892,307$6.8M1.08%
30BUNGE GLOBAL SA COMBG83,423$6.8M1.08%
31COMERICA INC20034010797,339$6.7M1.06%
32UNUM GROUPUNMA85,516$6.7M1.06%
33PACKAGING CORP AMERICA69515610930,243$6.6M1.05%
34TRAVEL PLUS LEISURE CO894164102110,291$6.6M1.05%
35ZIONS BANCORPORATION989701107115,602$6.5M1.04%
36INTERPUBLIC GROUP COS INCINTR231,207$6.5M1.03%
37VERIZON COMMUNICATIONS INCVZ144,132$6.3M1.01%
38SNAP ON INCSNA18,237$6.3M1.01%
39SMUCKER J M CO83269640556,934$6.2M0.99%
40PEPSICO INCPEP43,709$6.1M0.98%
41KINDER MORGAN INCEP-PC215,676$6.1M0.97%
42COCA-COLA COKO91,401$6.1M0.97%
43BERKSHIRE HATHAWAY, INC.BRK-A8$6.0M0.96%
44AMGEN INCAMGN21,243$6.0M0.96%
45ALLY FINANCIAL INCALLY151,683$5.9M0.95%
46TEXAS INSTRUMENTS INC88250810432,000$5.9M0.94%
47ISHARES MSCI INTERNATIONAL QUALITY FACTOR ETF46434V456132,637$5.9M0.94%
48CLEARWAY ENERGY INC CL CCWEN-A204,253$5.8M0.92%
49BRISTOL MYERS SQUIBB COCELG-RI124,591$5.6M0.90%
50AES CORPAES414,375$5.5M0.87%
51UGI CORP902681105162,598$5.4M0.86%
52COMCAST CORP CL ACCZ171,339$5.4M0.86%
53PAYCHEX INCPAYX41,910$5.3M0.85%
54MID-AMERICA APARTMENT COMMUNITIES, INC.59522J10337,720$5.3M0.84%
55NETFLIX INCNFLX4,297$5.2M0.82%
56EASTMAN CHEM COEMN76,649$4.8M0.77%
57BROADCOM INC COMAVGO13,206$4.4M0.70%
58VANGUARD SPECIALIZED PORTFOLIO92190884419,910$4.3M0.69%
59ALPHABET INC CAP STOCK CL CGOOG13,997$3.4M0.54%
60TESLA MOTORS INCTSLA6,459$2.9M0.46%
61SPDR S&P DIVIDEND ETF78464A76318,007$2.5M0.40%
62JPMORGAN CHASE & COVYLD7,315$2.3M0.37%
63VANGUARD S&P 500 ETF9229083633,395$2.1M0.33%
64ELI LILLY & COLLY2,510$1.9M0.31%
65VISA INC CL AV5,173$1.8M0.28%
66HUMANA, INC.HUM6,344$1.7M0.26%
67BERKSHIRE HATHAWAY INC CL BBRK-A3,220$1.6M0.26%
68GE VERNOVA INCGEV2,431$1.5M0.24%
69MASTERCARD INC CL AMA2,601$1.5M0.24%
70MICRON TECHNOLOGY INCMU7,055$1.2M0.19%
71GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y63222,131$1.1M0.17%
72ISHARES RUSSELL 2000 VALUE ETF4642876306,168$1.1M0.17%
73SAP SE SP ADRSAPGF3,868$1.0M0.16%
74ISHARES MSCI EAFE GROWTH INDEX ETF4642888859,018$1.0M0.16%
75CIENA CORPCIEN7,009$1.0M0.16%
76COSTCO WHOLESALE CORP.22160K1051,097$1.0M0.16%
77BAE SYSTEMS PLC SP ADRBAESF8,936$998,3300.16%
78PALO ALTO NETWORKS INCPANW4,673$951,5170.15%
79LOWES COS INC5486611073,779$949,7770.15%
80DIMENSIONAL US EQUITY ETF25434V40113,071$946,8430.15%
81WESTROCK COFFEE CO.WEST194,347$944,5260.15%
82GOLDMAN SACHS GROUP INCGSCE1,182$941,3520.15%
83VERTIV HOLDINGS CO CL AVRT6,192$934,1250.15%
84VANGUARD RUSSELL 1000 GROWTH ETF92206C6807,633$919,7770.15%
85VERTEX PHARMACEUTICALS INC92532f1002,345$918,3960.15%
86SERVICENOW INCNOW989$910,1570.15%
87FEDEX CORPFDX3,843$906,2180.14%
88TAPESTRY INCTPR7,829$886,3990.14%
89HITACHI LTD.HTHIF33,450$879,7350.14%
90O'REILLY AUTOMOTIVE INCORLY8,051$867,9780.14%
91AUTODESK INCADSK2,681$851,6730.14%
92SALESFORCE.COM INCCRM3,506$830,9220.13%
93ASTRAZENECA PLC SP ADRAZN10,822$830,2680.13%
94T-MOBILE US INCTMUSZ3,442$823,9460.13%
95NOVARTIS AGNVSEF6,320$810,4750.13%
96MONSTER BEVERAGE CORPMNST12,013$808,5950.13%
97GARMIN LTD.GRMN3,214$791,3240.13%
98PALANTIR TECHNOLOGIES INC CL APLTR4,329$789,6960.13%
99DISNEY WALT CO DISNEY2546871066,834$782,4930.12%
100VANGUARD RUSSELL 3000 ETF92206C5992,624$772,2940.12%
101RAYMOND JAMES FINANCIAL INC7547301094,468$771,1900.12%
102VANGUARD RUSSELL 1000 VALUE ETF92206C7148,548$763,9350.12%
103CHENIERE ENERGY INCLNG3,229$758,7510.12%
104ROYAL BANK OF CANADA7800871025,140$757,2250.12%
105MARTIN MARIETTA MATERIALS INC5732841061,173$739,3190.12%
106GENERAC HOLDINGS INCGNRC4,396$735,8900.12%
107TAIWAN SEMICONDUCTOR MFG LTD S8740391002,625$733,1360.12%
108METLIFE INCMET-PF8,717$718,0200.11%
109TRIPLE FLAG PRECIOUS METAL COMTFPM24,335$712,0420.11%
110COCA-COLA EUROPEAN PARTNERS PKO7,861$710,6830.11%
111CROWN HOLDINGS INCCCK7,342$709,1640.11%
112DELTA AIR LINES INCDAL11,811$670,2740.11%
113CISCO SYSTEMS INCCSCO9,791$669,9000.11%
114KKR & CO INC CL AKKRT5,127$666,2530.11%
115TESCO PLC88157540135,797$652,5790.10%
116NVENT ELECTRIC PLCNVT6,612$652,2070.10%
117LVMH MOET HENNESSY LOUIS VUITT5024413065,262$643,5960.10%
118ORACLE CORPORCL-PD2,258$635,0480.10%
119CBOE GLOBAL MARKETS, INC.12503M1082,554$626,4770.10%
120VOYA FINANCIAL INCVOYA-PB8,343$624,0560.10%
121CUMMINS INCCMI1,470$620,8840.10%
122ABB LTD.ABLZF8,485$610,4960.10%
123ASML HOLDING NV NY REGISTRYASMLF621$600,7770.10%
124MITSUBISHI CORP ORDJ4383011624,900$595,3340.10%
125VANECK VECTORS AGRIBUSINESS ETF92189F7008,032$589,9200.09%
126CHIPOTLE MEXICAN GRILL INC CLCMG14,999$587,8110.09%
127APOLLO GLOBAL MANAGEMENT, INC.03769M1064,402$586,6550.09%
128PROCTER & GAMBLE CO7427181093,546$544,9090.09%
129CADENCE DESIGN SYSTEMS, INC.CDNS1,491$523,7290.08%
130DEERE & CODE1,134$518,5590.08%
131AUTOLIV INCALV4,061$501,5340.08%
132NOVO-NORDISK A/S ADRNONOF8,979$498,2370.08%
133WALMART, INC.WMT4,803$494,9570.08%
134FERRARI NVRACE1,020$494,9240.08%
135SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M20929,475$493,4120.08%
136RTX CORPORATION COMRTX2,943$492,4520.08%
137FISERV INCFISV3,692$476,0100.08%
138KROGER COKR6,999$471,8030.08%
139UNILEVER PLC SP ADRUNLYF7,914$469,1420.07%
140AMPHENOL CORP.0320951013,745$463,4730.07%
141BLACKROCK INCBLK397$462,8510.07%
142CONSTELLATION ENERGY CORPCEG1,403$461,6860.07%
143ACCENTURE LTD BERMUDA CL AACN1,861$458,9460.07%
144TOTALENERGIES SE SPONSORED ADSTTE7,641$456,0910.07%
145TJX COS INC8725401093,107$449,0860.07%
146ALLIANZ SE UNSPONSRD ADS01882010010,681$448,2820.07%
147HSBC HOLDINGS PLCHBCYF6,248$443,4830.07%
148L'OREAL SA5021172035,110$442,7300.07%
149CATERPILLAR INCCAT918$438,0240.07%
150RELX PLC SPONSORED ADRRLXXF9,170$437,9590.07%
151SHELL PLC SPON ADSRYDAF6,016$430,3250.07%
152SAMSUNG ELECTRONICS CO., LTD.796050888288$430,2720.07%
153GENERAL ELECTRIC CO.3696043011,394$419,3430.07%
154ADVANCED MICRO DEVICES INCAMD2,563$414,6670.07%
155STARBUCKS CORP.SBUX4,878$412,6430.07%
156CITIGROUP INCC-PR4,040$410,0600.07%
157EURONEXT NVN3113K3972,689$402,5300.06%
158ADOBE INCADBE1,135$400,3710.06%
159DFA US CORE EQUITY ETF25434V70810,257$395,6120.06%
160NEWMONT CORP.NEMCL4,657$392,6320.06%
161ARES CAPITAL CORPARCC18,775$383,1980.06%
162TRINITY CAP INCTRINZ24,713$382,5570.06%
163MCDONALDS CORPMCD1,255$381,4610.06%
164BROOKFIELD ASSET MANAGEMENT LTD.1130041056,613$376,5220.06%
165CELESTICA INC COMCLS1,524$375,4830.06%
166IBERDROLA SA SP ADR4507371014,794$364,6320.06%
167PHILIP MORRIS INTL INC7181721092,233$362,2250.06%
168DORCHESTER MINERALS LPDMLP13,971$361,7090.06%
169BEST BUY INCBBY4,755$359,5730.06%
170KLA CORP.KLAC333$359,1740.06%
171CINTAS CORP.CTAS1,707$350,3790.06%
172UBER TECHNOLOGIES, INC.UBER3,547$347,5000.06%
173ROYAL CARRIBBEAN GROUPV7780T1031,072$346,8780.06%
174INTUIT, INC.INTU506$345,5930.06%
175EXELON CORPEXC7,619$342,9230.05%
176PROGRESSIVE CORP.7433151031,356$334,8850.05%
177SIXTH STREET SPECIALTY LENDNIN83012a10914,570$333,0700.05%
178THOMSON REUTERS CORP.TMSOF2,136$331,7850.05%
179ENEL SPA29265W20734,780$329,0190.05%
180OAKTREE SPECIALTY LENDING CORPOCSL25,098$327,5290.05%
181MPLX LPMPLXP6,518$325,5750.05%
182UBS GROUP AGUBS7,907$324,1870.05%
183WELLS FARGO & CO.9497461013,850$322,7070.05%
184ISHARES CORE MSCI EAFE ETF46432F8423,692$322,3490.05%
185UNITEDHEALTH GROUP INCUNH925$319,5230.05%
186VISTRA ENERGY CORPVST1,621$317,5870.05%
187PHILLIPS 66PSX2,317$315,1580.05%
188PROSUS NV74365P10822,137$312,5740.05%
189NISOURCE INCNI7,171$310,5040.05%
190AIR PRODUCTS & CHEMICALS, INC.AIIR1,136$309,8100.05%
191SYNOPSYS INCSNPS627$309,1090.05%
192LAM RESEARCH CORP.LRCX2,305$308,6400.05%
193MERCK & CO., INC.MRK3,641$305,5990.05%
194THE CIGNA GROUP1255231001,052$303,2700.05%
195FERGUSON ENTERPRISES INC COMMON STOCK NEWFERG1,348$302,7340.05%
196EXPERIAN PLC30215C1015,940$298,2470.05%
197DTE ENERGY CODTK2,060$291,3460.05%
198MILLICOM INTERNATIONAL CELLULAR COM USD1.50(POST-SUBD)L6388F1105,943$288,4730.05%
199MSCI, INC.MSCI506$287,1090.05%
200AIR LIQUIDE SAAIIR6,896$285,7010.05%
201EATON CORP PLCETN763$285,6050.05%
202CLOUDFLARE, INC.NET1,329$285,1900.05%
203SUPER GROUP LTD.SGHC21,576$284,8030.05%
204ARISTA NETWORKS INCANET1,946$283,5520.05%
205BP PLCBPPFF8,209$282,8750.05%
206S&P GLOBAL, INC.SPGI581$282,6170.05%
207INVESCO QQQ TR UNIT SER 1IVZ469$281,2990.04%
208GENERAL DYNAMICS CORP.GD817$278,6820.04%
209ISHARES SEMICONDUCTOR ETF4642875231,010$273,6980.04%
210REGIONS FINANCIAL CORPRF-PF10,162$267,9720.04%
211LOGITECH INTERNATIONAL SAH504302322,431$266,6320.04%
212QUANTA SERVICES INCPWR637$263,9860.04%
213ABBOTT LABORATORIESABLZF1,902$254,6880.04%
214BANCO BILBAO VISCAYA ARGENTARIA SABBVXF12,837$247,1120.04%
215CONOCOPHILLIPSCOP2,603$246,2180.04%
216HONG KONG EXCHANGES & CLEARING LTD.43858F1094,336$246,1110.04%
217NATIONAL GRID PLCNMPWP3,371$245,0030.04%
218OTIS WORLDWIDE CORP.OTIS2,676$244,6670.04%
219SEMPRA ENERGYSREA2,700$242,9050.04%
220VERISIGN, INC.VRSN868$242,6670.04%
221HCA HEALTHCARE, INC.HCA565$240,8230.04%
222BANK OF AMERICA CORP.0605051044,648$239,7900.04%
223MARSH & MCLENNAN COMPANIES, INC.5717481021,189$239,6660.04%
224ICICI BANK LTD ADRIBN7,910$239,1190.04%
225APPLOVIN CORP.APP329$236,4000.04%
226CHUBB LTD.CB834$235,3970.04%
227TENARIS SA88031M1096,578$235,2950.04%
228MARRIOTT INTERNATIONAL, INC.571903202897$233,6150.04%
229DIAGEO PLCDGEAF2,407$229,7170.04%
230SHELL PLCRYDAF6,437$229,3410.04%
231VICI PROPERTIES INC9256521097,019$228,8900.04%
232FS KKR CAPITAL CORPFSK15,292$228,3090.04%
233KORN FERRY INTLKFY3,257$227,9250.04%
234ENTERPRISE PRODUCTS PARTNERS, LP2937921077,246$226,5820.04%
235SHIN ETSU CHEM CO LTD ADR82455110513,791$224,7930.04%
236ENERGY TRANSFER LPET-PI13,071$224,2980.04%
237VANGUARD FTSE EUROPE ETF9220428742,802$223,6000.04%
238QUALCOMM INCQCOM1,335$222,1460.04%
239INTUITIVE SURGICAL, INC.ISRG493$220,4840.04%
240INTERNATIONAL PAPER CO4601461034,715$218,7760.03%
241ANGLOGOLD ASHANTI LTD.AU3,090$217,3200.03%
242DOORDASH, INC.DASH792$215,4160.03%
243ILLINOIS TOOL WORKS, INC.452308109825$215,1500.03%
244DESCARTES SYS GROUP INC COM2499061082,275$214,3730.03%
245PEARSON PLC SPONS ADRPSORF14,892$210,8710.03%
246BOSTON SCIENTIFIC CORP.BSX2,158$210,6860.03%
247CYBERARK SOFTWARE LTDm2682v108435$210,1700.03%
248AFLAC, INC.AFL1,874$209,3260.03%
249PARKER-HANNIFIN CORP.PH272$206,2170.03%
250WOORI FINANCE HOLDINGS CO LTD-ADR9810641083,649$204,8910.03%
251HILTON WORLDWIDE HOLDINGS, INC.HLT789$204,6980.03%
252PRIMORIS SERVICES CORP74164f1031,473$202,2870.03%
253MUNICH RE GROUP UNSPONSORED ADR62618810615,535$198,6930.03%
254MITSUBISHI UFJ FINANCIAL GROUP, INC.60682210411,933$190,2120.03%
255COLOPLAST A/S19624Y20022,277$190,0230.03%
256WOODSIDE ENERGY GROUP LTD.WOPEF12,234$186,7290.03%
257AEGON NVAEFC22,469$179,5270.03%
258EDP-ENERGIAS DE PORTUGAL SAELCPF37,205$176,4810.03%
259KDDI CORP.KDDIF10,968$173,6230.03%
260MIZUHO FINANCIAL GROUP, INC.MZHOF24,988$167,4200.03%
261INFRASTRUTTURE WIRELESS ITALIANE SPAT6032P10214,074$165,5350.03%
262DR REDDYS LABORATORIES LTD ADR25613520311,616$162,3920.03%
263STELLANTIS N.V SHSSTLA15,313$143,0220.02%
264GALP ENERGIA SGPS SA UNSPONSORED ADR36409710514,324$134,9320.02%
265GOLDMAN SACHS BDC INCGSBD12,190$123,9720.02%
266GRIFOLS S A SP ADR REP B NVTGIKLY11,914$118,6630.02%
267BANCO SANTANDER SA ADRBCDRF10,641$111,5180.02%
268IHS HOLDING LTD.IHS13,806$94,1570.02%
269MOUNT LOGAN CAP INCMLCIL11,303$88,1630.01%
270WIPRO LTD.WIT30,244$79,5420.01%
271NETWORK-1 TECHNOLOGIES INCNTIP36,204$54,3060.01%
272CAIXABANK S A UNSPONSORD ADR12803K10910,803$37,5940.01%