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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

Kingfisher Capital LLC

Quarter ended Q1 2023 · Filed January 19, 2023 · Accession 0000909012-23-000004

Total Value
$376,454
Positions
165
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (165)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SPDR LEHMAN 1-3 MONTH T-B ILL78468R663179,581$16,4264.36%
2PIMCO Enhanced Short Maturity Active ETF72201R833141,005$13,9103.70%
3Direxion Shs Etf New25460E265616,858$13,7563.65%
4Apple, Inc.AAPL83,651$10,8692.89%
5Abbott LaboratoriesABLZF66,429$7,2931.94%
6Apollo Global Mgmt Llc Com Npv Cl A03769M106108,157$6,8991.83%
7Thermo Fisher Scientific, Inc.TMO11,683$6,4341.71%
8Microsoft CorporationMSFT26,543$6,3651.69%
9iShares S&P 500 Index46428720016,551$6,3591.69%
10Costco Wholesale Corporation22160K10513,791$6,2961.67%
11Danaher Corporation23585110222,347$5,9311.58%
12FS KKR Capital CorpFSK333,230$5,8321.55%
13Public Storage ComPSA-PS20,097$5,6311.50%
14Sherwin-Williams CompanySHW23,400$5,5531.48%
15American Water Works Company, Inc.03042010336,349$5,5401.47%
16Deere & CompanyDE12,741$5,4631.45%
17Centene Corp DelCNC65,535$5,3751.43%
18Intuit Inc.INTU13,639$5,3091.41%
19iShares MSCI All Country Asia46428818281,073$5,2531.40%
20EOG Resources IncEOG40,337$5,2241.39%
21O'REILLY AUTOMOTIVE INC COM67103H1076,018$5,0791.35%
22HCA Inc.HCA21,088$5,0601.34%
23iShares MSCI South Korea Index46428677287,067$4,9181.31%
24Devon Energy Corporation25179M10378,332$4,8181.28%
25Lockheed Martin CorporationLMT9,464$4,6041.22%
26Alphabet Inc Class AGOOG51,603$4,5531.21%
27iShares MSCI Japan Index Fund46434G82283,336$4,5371.21%
28Progressive Corporation74331510334,283$4,4471.18%
29iShares MSCI Singapore Index46434G780233,874$4,3991.17%
30Nextera Energy Inc.NEE-PW52,055$4,3521.16%
31Roper Inds IncROP10,026$4,3321.15%
32Qualcomm, Inc.QCOM35,907$3,9481.05%
33Freeport-McMoRan Copper & Gold, Inc.FCX103,382$3,9291.04%
34American Express CompanyAXP26,194$3,8701.03%
35Agilent Technologies, Inc.A25,669$3,8411.02%
36Domino s Pizza IncDPZ10,934$3,7871.01%
37Taiwan Semiconductor Manufacturing87403910050,378$3,7531.00%
38Honeywell International Incorporated43851610617,221$3,6900.98%
39Berkshire Hathaway Inc.BRK-A11,656$3,6010.96%
40Exponent IncEXPO35,812$3,5490.94%
41Lowes Companies Incorporated54866110717,787$3,5440.94%
42Bank of America Corporation060505104105,257$3,4860.93%
43United Rentals IncURI9,148$3,2510.86%
44Visa Inc.V15,437$3,2070.85%
45Amazon.com, Inc.AMZN37,963$3,1890.85%
46Albemarle CorpALB-PA14,447$3,1330.83%
47Teledyne Tech IncTDY7,652$3,0600.81%
48Builders Firstsource IncBLDR45,612$2,9590.79%
49Chart Industries Inc16115Q30825,484$2,9370.78%
50Blackstone Group L Pcom Unit RepstgBX36,312$2,6940.72%
51Accenture PLCACN10,020$2,6740.71%
52MSCI IncMSCI5,690$2,6470.70%
53NVIDIA CorporationNVDA17,209$2,5150.67%
54CrowdStrike Holdings IncCRWD23,470$2,4710.66%
55Cheniere Energy Inc NewLNG16,364$2,4540.65%
56Booking Hldgs IncBKNG1,207$2,4320.65%
57Skyline Champion CorpSKY45,170$2,3270.62%
58Vanguard Mid-Cap ETF92290862911,375$2,3180.62%
59Vail Resorts IncMTN9,473$2,2580.60%
60Vanguard FTSE Emerging Markets ETF92204285857,522$2,2420.60%
61Nike Inc. Class BNKE19,069$2,2310.59%
62Snowflake Cl A OrdSNOW15,122$2,1710.58%
63Autoliv IncALV28,210$2,1600.57%
64RESTORATION HARDWARE HLDGS INC COMMONRH8,038$2,1480.57%
65Fortinet, Inc.FTNT43,739$2,1380.57%
66Palo Alto Networks IncPANW14,963$2,0880.55%
67Moody s CorporationMCO7,464$2,0800.55%
68ENTAIN ADR293603106118,931$1,9060.51%
69Pfizer Inc.PFE36,911$1,8910.50%
70PowerShares QQQIVZ6,886$1,8330.49%
71Flutter Entmt Plc Unsponsored Ads34404410226,235$1,7900.48%
72Vanguard Total Stock Market VIPERs9229087698,922$1,7060.45%
73Rydex ETF Trust Health CareIVZ5,803$1,6740.44%
74Vanguard Total Bond Market ETF92193783522,587$1,6230.43%
75AbbVie, Inc.ABBV9,823$1,5880.42%
76SPDR S&P MidCap 400MDY3,535$1,5650.42%
77PepsiCoPEP8,644$1,5620.41%
78Johnson & JohnsonJNJ8,820$1,5580.41%
79Home Depot, Inc.HD4,901$1,5480.41%
80iShares S&P SmallCap 600 Index46428780415,649$1,4810.39%
81UnitedHealth Group IncorporatedUNH2,781$1,4740.39%
82Sabre CorpSABR228,393$1,4110.37%
83Procter & Gamble Company7427181099,080$1,3760.37%
84iShares Core MSCI Intl Dev Mkts ETF46435G32623,568$1,3190.35%
85Vornado Realty Preferred M 202292904282880,721$1,2960.34%
86Vanguard Extended Market Etf S&P Compl9229086529,336$1,2400.33%
87Enbridge Inc 6.375 Snt18 B 78ENNPF47,404$1,1570.31%
88iShares US Credit Bond46428862023,210$1,1400.30%
89Wal Mart Stores IncorporatedWMT7,851$1,1130.30%
90BAC 4.250 Perp 26MER-PK64,858$1,0990.29%
91Eli Lilly and CompanyLLY2,967$1,0860.29%
92Exxon Mobil CorporationXOM9,711$1,0710.28%
93Rocket Companies77311W101151,789$1,0630.28%
94Schwab US Dividend Equity ETF80852479713,616$1,0290.27%
95CAPITAL ONE FIN DS RP 1 40 SRS K PRF14040H77457,526$1,0070.27%
96Coca-Cola CompanyKO15,445$9820.26%
97iShares Barclays TIPS Bond4642871769,069$9650.26%
98Alphabet Inc Class CGOOG10,840$9620.26%
99Chevron CorporationCVX4,946$8880.24%
100Colgate-Palmolive CompanyCL10,888$8580.23%
101ProShares Ultrashort S&P 50074347G41618,000$8270.22%
102VANGUARD GROWTH ETF MSCI US PR IME MKT9229087363,858$8220.22%
103Union Pacific CorporationUNP3,841$7950.21%
104Blackrock IncBLK1,121$7940.21%
105PUBLIC STORAGE 1000 DS REP SRS M PRFPSA-PS45,822$7890.21%
106Raytheon Technologies OrdRTX7,611$7680.20%
107PIMCO Intermediate Municipal Bd Actv ETF72201R86614,802$7610.20%
108Duke Energy Corporation NewDUKB7,297$7520.20%
109JPMorgan Chase & Co.VYLD5,422$7270.19%
110PowerShares Build America Bond PortfolioIVZ26,518$6820.18%
111Partners Group Private Equity Llc Cl I Nonstandard70299N23583,715$6620.18%
112United Parcel Service Incorporated Class BUPS3,781$6570.17%
113Vanguard Dividend Appreciation ETF9219088444,256$6460.17%
114McDonald's CorporationMCD2,383$6280.17%
115iShares Tr 1-3 Yr Trs Bd4642874577,562$6140.16%
116Royal Bank of Canada7800871026,430$6050.16%
117Merck & Company IncorporatedMRK5,432$6030.16%
118SOUTHERN 2020 SRS C 4 20 JNR SUB NTSSOMN31,786$5510.15%
119SPDR Gold SharesGLD3,083$5230.14%
120Applied Materials, Inc.0382221055,206$5070.13%
1211/100 Berkshire Htwy ClaBRK-A100$4690.12%
122Berkshire Hathaway IncBRK-A1$4690.12%
123SPDR Portfolio Developed Wld ex-US ETF78463X88915,383$4570.12%
124FIDUS INVESTMENT CORPORATION31650010723,890$4550.12%
125JELD-WEN Holding IncJELD46,514$4490.12%
126General Dynamics CorporationGD1,779$4410.12%
127Target CorporationTGT2,840$4230.11%
128Southern CompanySOMN5,834$4170.11%
129iShares Gold TrustIAU11,598$4010.11%
130American Tower Corporation03027X1001,868$3960.11%
131Walt Disney Company2546871064,537$3940.10%
132Enterprise Products Partners LP29379210715,327$3700.10%
133Truist Finl Corp Com89832Q1097,994$3440.09%
134Essential utilities ord29670G1027,080$3380.09%
135Vanguard Value ETF9229087442,380$3340.09%
136Martin Marietta Matls573284106987$3340.09%
137Kimberly-Clark CorporationKMB2,343$3180.08%
138Dominion Resources, Inc.D5,048$3100.08%
139Philip Morris International Inc.7181721093,063$3100.08%
140iShares S&P MidCap 400 Index4642875071,251$3030.08%
141Verizon Communications, Inc.VZ7,676$3020.08%
142iShares Dow Jones Select Dividend Index4642871682,414$2910.08%
143Cisco Systems, Inc.CSCO6,050$2880.08%
144Vanguard Information Technology ETF92204A702902$2880.08%
145iShares Emerging Mkts Bond Fund4642882813,262$2760.07%
146Eaton Vance Txmg Gl BuETN35,001$2720.07%
147Nucor CorporationNUE2,000$2640.07%
148Oracle CorporationORCL-PD3,228$2640.07%
149Axon Enterprise IncAXON1,565$2600.07%
150Bristol Myers Squibb CompanyCELG-RI3,582$2580.07%
151Pioneer Natural Resources Company7237871071,114$2540.07%
152PureFunds ISE Cyber Security ETF26924G2015,595$2460.07%
153iShares NASDAQ Biotechnology Sector4642875561,791$2350.06%
154Ishares Inc Core MSCI Emerging Mkts ETF46434G1034,814$2250.06%
155iShares Russell 1000 Growth Index4642876141,014$2170.06%
156Morgan StanleyMS-PQ2,545$2160.06%
157Illinois Tool Works Inc.452308109950$2090.06%
158ServiceNow IncNOW530$2060.05%
159Carrier Global Corp-WiCARR4,878$2010.05%
160Dream Finders HomesDFH14,828$1280.03%
161Ford Motor Company34537086010,173$1180.03%
162META MATERIALS ORD59134N10464,949$770.02%
163FS Energy and Power FundFSSL14,035$540.01%
164Lehman Bros Hldg 11/30/09 MTN DFTd (NV)525ESC38010,000$00.00%
165Innovation Pharmaceuticals IncINHD11,000$00.00%