Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2025 · Filed February 17, 2026 · Accession 0001104659-26-016164

Total Value
$592.9M
Positions
243
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (243)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 GROWTH ETF464287309352,301$43.4M7.32%
2SPDR S&P 500 ETF TRSPY47,765$32.6M5.49%
3ISHARES MSCI USA EQUAL-WEIGHTED ETF464286681283,196$29.3M4.94%
4APPLE, INC.AAPL51,450$14.0M2.36%
5VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768173,707$13.1M2.21%
6INVESCO EXCHANGE TRADED FD TRIVZ54,655$10.5M1.77%
7META PLATFORMS, INC.META14,650$9.7M1.63%
8AMAZON.COM INCAMZN40,199$9.3M1.57%
9MICROSOFT CORPMSFT19,101$9.2M1.56%
10VANGUARD VALUE ETF92290874447,675$9.1M1.54%
11MORGAN STANLEYMS-PQ50,286$8.9M1.51%
12ALPHABET INC CAP STOCK CL AGOOG27,916$8.7M1.47%
13ABBVIE INCABBV37,581$8.6M1.45%
14STATE STREET CORPSTT-PG64,373$8.3M1.40%
15COMERICA INC20034010795,194$8.3M1.40%
16EXXON MOBIL CORPXOM67,102$8.1M1.36%
17GILEAD SCIENCES INCGILD64,890$8.0M1.34%
18JOHNSON & JOHNSONJNJ38,390$7.9M1.34%
19CORNING INCGLW90,093$7.9M1.33%
20TRAVEL PLUS LEISURE CO894164102109,947$7.8M1.31%
21INTERNATIONAL BUSINESS MACHINEINTR25,895$7.7M1.29%
22CVS HEALTH CORPORATIONCVS95,781$7.6M1.28%
23BUNGE GLOBAL SA COMBG82,838$7.4M1.24%
24VANGUARD DIVIDEND APPRECIATION ETF92190884433,560$7.4M1.24%
25ZIONS BANCORPORATION989701107119,307$7.0M1.18%
26ENTERGY CORP29364g10374,492$6.9M1.16%
27CHEVRON CORPCVX44,977$6.9M1.16%
28ALLY FINANCIAL INCALLY150,186$6.8M1.15%
29AMGEN INCAMGN20,742$6.8M1.15%
30CLEARWAY ENERGY INC CL CCWEN-A203,939$6.8M1.14%
31BRISTOL MYERS SQUIBB COCELG-RI124,841$6.7M1.14%
32LOCKHEED MARTIN CORPLMT13,908$6.7M1.13%
33UNUM GROUPUNMA85,445$6.6M1.12%
34XCEL ENERGY INCXELLL89,282$6.6M1.11%
35TEXAS INSTRUMENTS INC88250810437,795$6.6M1.11%
36ALTRIA GROUP INCMO112,904$6.5M1.10%
37DUKE ENERGY CORPDUKB54,502$6.4M1.08%
38OMNICOM GROUP INCOMC78,184$6.3M1.06%
39AT&T INCT-PC251,390$6.2M1.05%
40PEPSICO INCPEP43,387$6.2M1.05%
41PACKAGING CORP AMERICA69515610930,180$6.2M1.05%
42COCA-COLA COKO88,999$6.2M1.05%
43UGI CORP902681105166,170$6.2M1.05%
44SNAP ON INCSNA18,010$6.2M1.05%
45NVIDIA CORPNVDA33,232$6.2M1.05%
46EASTMAN CHEM COEMN96,178$6.1M1.04%
47VERIZON COMMUNICATIONS INCVZ149,199$6.1M1.03%
48ISHARES MSCI INTERNATIONAL QUALITY FACTOR ETF46434V456133,269$6.1M1.02%
49BERKSHIRE HATHAWAY, INC.BRK-A8$6.0M1.02%
50HOME DEPOT INCHD17,541$6.0M1.02%
51AES CORPAES420,672$6.0M1.02%
52KINDER MORGAN INCEP-PC218,394$6.0M1.01%
53SMUCKER J M CO83269640553,995$5.3M0.89%
54VANGUARD MSCI EAFE ETF92194385864,166$4.0M0.68%
55MID-AMERICA APARTMENT COMMUNITIES, INC.59522J10328,739$4.0M0.67%
56NETFLIX, INC.NFLX38,860$3.6M0.61%
57TESLA MOTORS INCTSLA5,907$2.7M0.45%
58BROADCOM INC COMAVGO7,588$2.6M0.44%
59SPDR S&P DIVIDEND ETF78464A76318,138$2.5M0.43%
60ALPHABET INC CAP STOCK CL CGOOG6,826$2.1M0.36%
61VANGUARD S&P 500 ETF9229083633,414$2.1M0.36%
62JPMORGAN CHASE & COVYLD6,607$2.1M0.36%
63MICRON TECHNOLOGY INCMU7,321$2.1M0.35%
64ELI LILLY & COLLY1,578$1.7M0.29%
65VISA INC CL AV4,662$1.6M0.28%
66CIENA CORPCIEN6,873$1.6M0.27%
67GE VERNOVA INCGEV2,230$1.5M0.25%
68BERKSHIRE HATHAWAY, INC.BRK-A2,886$1.5M0.24%
69MASTERCARD INC CL AMA2,372$1.4M0.23%
70PAYCHEX INCPAYX11,259$1.3M0.21%
71GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y63222,131$1.1M0.19%
72ISHARES RUSSELL 2000 VALUE ETF4642876306,204$1.1M0.19%
73FEDEX CORPFDX3,843$1.1M0.19%
74ISHARES MSCI EAFE GROWTH INDEX ETF4642888859,162$1.0M0.18%
75HITACHI LTD.HTHIF33,053$1.0M0.17%
76COMCAST CORP CL ACCZ32,971$985,5030.17%
77DIMENSIONAL US EQUITY ETF25434V40113,099$971,5390.16%
78VERTIV HOLDINGS CO CL AVRT5,783$936,9040.16%
79VANGUARD RUSSELL 1000 GROWTH ETF92206C6807,633$929,3180.16%
80MONSTER BEVERAGE CORPMNST12,012$920,9600.16%
81ASTRAZENECA PLCAZN9,848$905,3310.15%
82SAP SESAPGF3,722$904,1050.15%
83VERTEX PHARMACEUTICALS INC92532f1001,985$899,9200.15%
84GOLDMAN SACHS GROUP INCGSCE990$870,2830.15%
85ZOOMINFO TECHNOLIGIES, INC.GTM84,210$856,4160.14%
86COSTCO WHOLESALE CORP.22160K105979$844,2910.14%
87PALO ALTO NETWORKS INCPANW4,474$824,1110.14%
88SALESFORCE.COM INCCRM3,086$817,5130.14%
89DELTA AIR LINES INCDAL11,667$809,6890.14%
90TRIPLE FLAG PRECIOUS METAL COMTFPM24,335$808,4090.14%
91BAE SYSTEMS PLCBAESF8,703$808,3350.14%
92AUTODESK INCADSK2,726$806,9230.14%
93LOWES COS INC5486611073,281$791,3190.13%
94NOVARTIS AGNVSEF5,727$789,5800.13%
95VANGUARD RUSSELL 1000 VALUE ETF92206C7148,548$788,9800.13%
96LVMH MOET HENNESSY LOUIS VUITTON SE5024413065,231$788,8870.13%
97VANGUARD RUSSELL 3000 ETF92206C5992,624$788,0660.13%
98ROYAL BANK OF CANADA7800871024,488$765,1590.13%
99CROWN HOLDINGS INCCCK7,342$756,0050.13%
100CISCO SYSTEMS INCCSCO9,706$747,6530.13%
101SERVICENOW INCNOW4,820$738,3760.12%
102MARTIN MARIETTA MATERIALS INC5732841061,173$730,3800.12%
103TAPESTRY INCTPR5,693$727,3940.12%
104PALANTIR TECHNOLOGIES, INC.PLTR4,065$722,5540.12%
105O'REILLY AUTOMOTIVE INCORLY7,917$722,1090.12%
106RAYMOND JAMES FINANCIAL INC7547301094,410$708,2130.12%
107COCA-COLA EUROPACIFIC PARTNERS PLCCCEP7,751$702,9980.12%
108T-MOBILE US INCTMUSZ3,311$672,2650.11%
109ASML HOLDING NV NY REGISTRYASMLF619$662,0520.11%
110KKR & CO INC CL AKKRT5,141$655,3740.11%
111METLIFE INCMET-PF8,297$654,9650.11%
112NVENT ELECTRIC PLCNVT6,415$654,1380.11%
113GARMIN LTD.GRMN3,219$652,9160.11%
114TESCO PLC88157540136,106$649,5470.11%
115CBOE GLOBAL MARKETS, INC.12503M1082,562$642,9590.11%
116FERRARI NVRACE1,729$638,9690.11%
117ABB LTD.ABLZF8,485$627,6350.11%
118VOYA FINANCIAL INCVOYA-PB8,343$621,4700.10%
119APOLLO GLOBAL MANAGEMENT, INC.03769M1064,288$620,7310.10%
120CHENIERE ENERGY INCLNG3,180$618,1600.10%
121ADVANCED MICRO DEVICES INCAMD2,822$604,3600.10%
122GENERAC HOLDINGS INCGNRC4,376$596,7550.10%
123SAMSUNG ELECTRONICS CO., LTD.796050888288$595,0080.10%
124VANECK VECTORS AGRIBUSINESS ETF92189F7008,138$592,3820.10%
125MITSUBISHI CORP ORDJ4383011624,900$569,9610.10%
126SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M20929,475$569,7520.10%
127CUMMINS INCCMI1,107$565,0680.10%
128TAIWAN SEMICONDUCTOR MFG LTD S8740391001,812$550,6490.09%
129RTX CORPORATION COMRTX2,943$539,7460.09%
130WALMART, INC.WMT4,803$535,0590.09%
131OKTA INC CL AOKTA5,817$502,9960.08%
132ALLIANZ SE01882010010,510$483,4600.08%
133HSBC HOLDINGS PLCHBCYF6,042$475,3240.08%
134CITIGROUP INCC-PR4,040$471,4270.08%
135TALEN ENERGY CORPTLN1,235$462,9270.08%
136CADENCE DESIGN SYSTEMS, INC.CDNS1,475$461,0560.08%
137AMPHENOL CORP.0320951013,411$460,9950.08%
138TOTALENERGIES SE ACTTTE6,897$451,2020.08%
139L'OREAL SA5021172035,095$436,3870.07%
140IBERDROLA SA4507371014,861$419,9900.07%
141ACCENTURE PLCACN1,556$417,4210.07%
142UNILEVER PLCUNLYF6,369$416,5330.07%
143CATERPILLAR, INC.CAT727$416,4760.07%
144LAM RESEARCH CORP.LRCX2,400$410,8320.07%
145DFA US CORE EQUITY ETF25434V70810,257$406,0750.07%
146EURONEXT NVN3113K3972,689$404,2360.07%
147TJX COMPANIES, INC.8725401092,601$399,5400.07%
148NOVO NORDISK A/SNONOF7,734$393,4990.07%
149WELLS FARGO & CO.9497461014,037$376,2480.06%
150KROGER COKR5,963$372,5690.06%
151NEWMONT CORP.NEMCL3,726$372,0410.06%
152BLACKROCK INCBLK345$369,2670.06%
153TRINITY CAP INCTRINZ24,713$362,0450.06%
154ENEL SPA29265W20734,780$361,0160.06%
155UBS GROUP AGUBS7,694$356,3090.06%
156CONSTELLATION ENERGY CORPCEG1,004$354,6830.06%
157MPLX LPMPLXP6,518$347,8650.06%
158BROOKFIELD ASSET MANAGEMENT LTD.1130041056,391$334,7990.06%
159ISHARES CORE MSCI EAFE ETF46432F8423,692$330,2860.06%
160EXELON CORPEXC7,348$320,2920.05%
161STARBUCKS CORP.SBUX3,778$318,1420.05%
162BP PLCBPPFF9,139$317,4150.05%
163S&P GLOBAL, INC.SPGI607$317,0390.05%
164CINTAS CORP.CTAS1,664$312,9480.05%
165DORCHESTER MINERALS LPDMLP13,971$312,3920.05%
166ARES CAPITAL CORPARCC15,275$309,0130.05%
167GENERAL ELECTRIC CO.3696043011,000$308,0300.05%
168PHILLIPS 66PSX2,367$305,4380.05%
169ISHARES SEMICONDUCTOR ETF4642875231,011$304,4650.05%
170SIXTH STREET SPECIALTY LENDNIN83012a10913,945$302,8850.05%
171APPLOVIN CORP.APP448$301,8710.05%
172FERGUSON ENTERPRISES INC COMMON STOCK NEWFERG1,348$300,1050.05%
173INTUITIVE SURGICAL, INC.ISRG517$292,8080.05%
174BANCO BILBAO VISCAYA ARGENTARIA SABBVXF12,482$290,9550.05%
175MERCK & CO., INC.MRK2,728$287,1610.05%
176EXPERIAN PLC30215C1016,158$278,1570.05%
177REGIONS FINANCIAL CORPRF-PF10,162$275,3900.05%
178NISOURCE INCNI6,587$275,0730.05%
179INVESCO QQQ TR UNIT SER 1IVZ438$269,2280.05%
180QUANTA SERVICES INCPWR637$268,8530.05%
181CHUBB LTD.CB860$268,4230.05%
182SYNOPSYS INCSNPS569$267,0360.05%
183OAKTREE SPECIALTY LENDING CORPOCSL20,885$266,0750.04%
184DTE ENERGY CODTK2,060$265,6980.04%
185PROCTER & GAMBLE CO.7427181091,845$264,4690.04%
186INTUIT, INC.INTU398$263,6830.04%
187BEST BUY INCBBY3,924$262,6330.04%
188NATIONAL GRID PLCNMPWP3,371$260,7820.04%
189HCA HEALTHCARE, INC.HCA556$259,5960.04%
190AIR LIQUIDE SAAIIR6,811$255,8210.04%
191BANK OF AMERICA CORP.0605051044,648$255,6400.04%
192GENERAL DYNAMICS CORP.GD749$252,2420.04%
193MILLICOM INTERNATIONAL CELLULAR COM USD1.50(POST-SUBD)L6388F1104,527$250,9770.04%
194MCDONALD'S CORP.MCD811$247,9450.04%
195MARRIOTT INTERNATIONAL, INC.571903202795$246,6410.04%
196PHILIP MORRIS INTERNATIONAL, INC.7181721091,522$244,1610.04%
197LOGITECH INTERNATIONAL SAH504302322,431$243,6350.04%
198SHELL PLCRYDAF3,308$243,0720.04%
199ORACLE CORPORCL-PD1,247$243,0580.04%
200KLA CORP.KLAC197$239,3710.04%
201PARKER-HANNIFIN CORP.PH272$239,0770.04%
202SHELL PLCRYDAF6,437$237,2320.04%
203UNITEDHEALTH GROUP, INC.UNH712$235,1540.04%
204VANGUARD FTSE EUROPE ETF9220428742,802$234,2750.04%
205WOORI FINANCE HOLDINGS CO LTD-ADR9810641083,953$232,3970.04%
206ENTERPRISE PRODUCTS PARTNERS, LP2937921077,246$232,3070.04%
207APPLIED MATERIALS, INC.038222105888$228,2070.04%
208ICICI BANK LTD.IBN7,600$226,4800.04%
209SEMPRA ENERGYSREA2,557$225,7180.04%
210ADOBE INCADBE629$220,2520.04%
211MUNICH RE GROUP UNSPONSORED ADR62618810616,635$219,4160.04%
212CAPITAL ONE FINANCIAL CORP.14040H105899$217,8820.04%
213HILTON WORLDWIDE HOLDINGS, INC.HLT755$216,8740.04%
214AMERICAN EXPRESS CO.AXP585$216,5160.04%
215ENERGY TRANSFER LPET-PI13,071$215,5410.04%
216KORN FERRY INTLKFY3,257$215,0270.04%
217RELX PLC SPONSORED ADRRLXXF5,295$214,0240.04%
218ARISTA NETWORKS INCANET1,624$212,7930.04%
219DIAGEO PLCDGEAF2,434$209,9670.04%
220RIO TINTO PLCRTNTF2,623$209,8830.04%
221CONOCOPHILLIPSCOP2,237$209,4060.04%
222SHIN-ETSU CHEMICAL CO., LTD.82455110513,384$207,4520.03%
223ONEOK, INC.OKE2,815$206,9030.03%
224AFLAC, INC.AFL1,874$206,6460.03%
225QUALCOMM, INC.QCOM1,204$206,0010.03%
226BOSTON SCIENTIFIC CORP.BSX2,158$205,7650.03%
227PROSUS NV74365P10816,576$204,8790.03%
228THOMSON REUTERS CORP.TMSOF1,524$201,0000.03%
229KDDI CORP.KDDIF11,600$200,5640.03%
230MIZUHO FINANCIAL GROUP, INC.MZHOF26,543$194,2950.03%
231WOODSIDE ENERGY GROUP LTD.WOPEF12,234$192,4530.03%
232COLOPLAST A/S19624Y20022,277$189,3550.03%
233EDP-ENERGIAS DE PORTUGAL SAELCPF37,205$171,0680.03%
234PEARSON PLC SPONS ADRPSORF11,894$166,9920.03%
235BANCO SANTANDER, SABCDRF14,077$165,1230.03%
236AEGON NVAEFC17,940$138,3170.02%
237INFRASTRUTTURE WIRELESS ITALIANE SPAT6032P10214,074$125,2590.02%
238GALP ENERGIA SGPS SA UNSPONSORED ADR36409710513,744$115,5870.02%
239GOLDMAN SACHS BDC INCGSBD12,190$113,1230.02%
240IHS HOLDING LTD.IHS12,951$96,6140.02%
241WIPRO LTD.WIT29,513$83,8170.01%
242MOUNT LOGAN CAP INCMLCIL10,071$83,0860.01%
243NETWORK-1 TECHNOLOGIES INCNTIP36,204$47,4270.01%