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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

Kinneret Advisory, LLC

Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0000919574-25-004240

Total Value
$1.10B
Positions
237
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (237)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA618,927$97.8M8.90%
2MICROSOFT CORPMSFT182,404$90.7M8.26%
3ALPHABET INCGOOG222,890$39.3M3.58%
4APPLE INCAAPL186,969$38.4M3.49%
5TESLA INCTSLA78,243$24.9M2.26%
6AMAZON COM INCAMZN76,183$16.7M1.52%
7VISA INCV46,180$16.4M1.49%
8ALPHABET INCGOOG84,240$14.9M1.36%
9MASTERCARD INCORPORATEDMA24,660$13.9M1.26%
10GILEAD SCIENCES INCGILD124,042$13.8M1.25%
11META PLATFORMS INCMETA18,119$13.4M1.22%
12AMERICAN EXPRESS COAXP41,596$13.3M1.21%
13COCA COLA CONS INCCOKE184,945$13.2M1.20%
14MORGAN STANLEYMS-PQ92,161$13.0M1.18%
15ELI LILLY & COLLY16,390$12.8M1.16%
16HOME DEPOT INCHD34,501$12.6M1.15%
17JPMORGAN CHASE & CO.VYLD42,833$12.4M1.13%
18BROADCOM INCAVGO40,302$11.1M1.01%
19ABBVIE INCABBV56,465$10.5M0.95%
20S&P GLOBAL INCSPGI18,757$9.9M0.90%
21PROCTER AND GAMBLE CO74271810960,677$9.7M0.88%
22CISCO SYS INCCSCO139,053$9.6M0.88%
23BANK NEW YORK MELLON CORP064058100105,730$9.6M0.88%
24SALESFORCE INCCRM34,370$9.4M0.85%
25INTUITINTU11,479$9.0M0.82%
26AMGEN INCAMGN31,781$8.9M0.81%
27TEXAS INSTRS INC88250810442,588$8.8M0.81%
28BLACKROCK INCBLK7,601$8.0M0.73%
29MERCK & CO INCMRK99,077$7.9M0.72%
30MOODYS CORPMCO15,759$7.9M0.72%
31TRANE TECHNOLOGIES PLCTT17,777$7.8M0.71%
32AUTOMATIC DATA PROCESSING INADP24,995$7.7M0.71%
33DISNEY WALT CO25468710661,515$7.7M0.70%
34SERVICENOW INCNOW7,029$7.2M0.66%
35INTERNATIONAL BUSINESS MACHSINTR24,463$7.2M0.66%
36NASDAQ INCNDAQ76,932$6.9M0.63%
37BANK AMERICA CORP060505104144,996$6.9M0.62%
38PEPSICO INCPEP51,437$6.8M0.62%
39KELLANOVABEKE84,442$6.7M0.61%
40ORACLE CORPORCL-PD30,208$6.6M0.60%
41ADVANCED MICRO DEVICES INCAMD44,966$6.4M0.58%
42CHUBB LIMITEDCB21,764$6.3M0.58%
43STATE STR CORPSTT-PG58,838$6.3M0.57%
44CITIGROUP INCC-PR73,022$6.2M0.57%
45ACCENTURE PLC IRELANDACN20,559$6.1M0.56%
46ECOLAB INCECL22,585$6.1M0.56%
47VERIZON COMMUNICATIONS INCVZ140,874$6.1M0.56%
48NETFLIX INCNFLX4,532$6.1M0.55%
49BOSTON SCIENTIFIC CORPBSX55,801$6.0M0.55%
50KEYSIGHT TECHNOLOGIES INCKEYS36,280$5.9M0.54%
51BOOKING HOLDINGS INCBKNG1,002$5.8M0.53%
52BRISTOL-MYERS SQUIBB COCELG-RI125,135$5.8M0.53%
53APPLIED MATLS INC03822210531,636$5.8M0.53%
54ADOBE INCADBE14,715$5.7M0.52%
55GENERAL MLS INC370334104108,183$5.6M0.51%
56CENCORA INCCOR18,039$5.4M0.49%
57THE CIGNA GROUP12552310016,206$5.4M0.49%
58EDWARDS LIFESCIENCES CORPEW68,443$5.4M0.49%
59CRH PLCCRH58,101$5.3M0.49%
60LINDE PLCLIN11,050$5.2M0.47%
61PROGRESSIVE CORP74331510319,315$5.2M0.47%
62CNH INDL N VN20944109394,872$5.1M0.47%
63HARTFORD INSURANCE GROUP INCHIG-PG39,877$5.1M0.46%
64DANAHER CORPORATION23585110225,094$5.0M0.45%
65CBRE GROUP INCCBRE34,845$4.9M0.44%
66LOWES COS INC54866110721,733$4.8M0.44%
67CATERPILLAR INCCAT12,352$4.8M0.44%
68MEDTRONIC PLCMDT52,806$4.6M0.42%
69CVS HEALTH CORPCVS66,257$4.6M0.42%
70AFLAC INCAFL43,245$4.6M0.42%
71LAM RESEARCH CORPLRCX46,163$4.5M0.41%
72TE CONNECTIVITY PLCTEL26,587$4.5M0.41%
73NIKE INCNKE61,830$4.4M0.40%
74METLIFE INCMET-PF53,993$4.3M0.40%
75PENTAIR PLCPNR42,235$4.3M0.39%
763M COMMM28,124$4.3M0.39%
77ZOETIS INCZTS27,325$4.3M0.39%
78AUTODESK INCADSK13,723$4.2M0.39%
79PFIZER INCPFE173,074$4.2M0.38%
80CADENCE DESIGN SYSTEM INCCDNS13,311$4.1M0.37%
81PRINCIPAL FINANCIAL GROUP INPFG48,641$3.9M0.35%
82AMERICAN TOWER CORP NEW03027X10016,805$3.7M0.34%
83THERMO FISHER SCIENTIFIC INCTMO9,132$3.7M0.34%
84PRUDENTIAL FINL INCPUKPF32,370$3.5M0.32%
85ELECTRONIC ARTS INCEA21,426$3.4M0.31%
86EQUINIX INCEQIX4,278$3.4M0.31%
87FERGUSON ENTERPRISES INCFERG15,483$3.4M0.31%
88MARSH & MCLENNAN COS INC57174810215,418$3.4M0.31%
89INTEL CORPINTC148,238$3.3M0.30%
90PRICE T ROWE GROUP INCTROW33,792$3.3M0.30%
91ILLUMINA INCILMN33,792$3.2M0.29%
92UNION PAC CORPUNP13,528$3.1M0.28%
93VERTEX PHARMACEUTICALS INCVRTX6,895$3.1M0.28%
94TRAVELERS COMPANIES INCTRV11,439$3.1M0.28%
95WELLTOWER INCWELL19,885$3.1M0.28%
96GRAINGER W W INC3848021042,911$3.0M0.28%
97JOHNSON CTLS INTL PLCG5150210528,456$3.0M0.27%
98IDEXX LABS INC45168D1045,483$2.9M0.27%
99SCHWAB CHARLES CORPSCHW-PJ31,844$2.9M0.26%
100CUMMINS INCCMI8,700$2.8M0.26%
101DEERE & CODE5,531$2.8M0.26%
102BROADRIDGE FINL SOLUTIONS IN11133T10311,536$2.8M0.26%
103WORKDAY INCWDAY11,673$2.8M0.26%
104WATERS CORP9418481037,634$2.7M0.24%
105PNC FINL SVCS GROUP INC69347510514,070$2.6M0.24%
106NXP SEMICONDUCTORS N VNXPI11,890$2.6M0.24%
107HUNTINGTON BANCSHARES INCHBANP152,625$2.6M0.24%
108SYNOPSYS INCSNPS5,019$2.6M0.23%
109HCA HEALTHCARE INCHCA6,689$2.6M0.23%
110UNITEDHEALTH GROUP INCUNH8,184$2.6M0.23%
111BIOGEN INCBIIB19,340$2.4M0.22%
112HEWLETT PACKARD ENTERPRISE CHPE-PC115,959$2.4M0.22%
113KIMBERLY-CLARK CORPKMB17,949$2.3M0.21%
114XYLEM INCXYL17,996$2.3M0.21%
115QUEST DIAGNOSTICS INCDGX12,915$2.3M0.21%
116STARBUCKS CORPSBUX25,293$2.3M0.21%
117REGIONS FINANCIAL CORP NEWRF-PF96,504$2.3M0.21%
118INTERCONTINENTAL EXCHANGE IN45866F10412,255$2.2M0.20%
119CME GROUP INCCME8,050$2.2M0.20%
120DECKERS OUTDOOR CORPDECK20,575$2.1M0.19%
121MONDELEZ INTL INC60920710530,236$2.1M0.19%
122PROLOGIS INC.PLDGP19,367$2.0M0.19%
123ABBOTT LABSABLZF14,952$2.0M0.19%
124AGILENT TECHNOLOGIES INCA17,159$2.0M0.18%
125KROGER COKR28,165$2.0M0.18%
126TWILIO INCTWLO15,987$2.0M0.18%
127GOLDMAN SACHS GROUP INCGSCE2,785$2.0M0.18%
128FIDELITY NATL INFORMATION SV31620M10624,007$2.0M0.18%
129CARRIER GLOBAL CORPORATIONCARR26,651$2.0M0.18%
130WILLIAMS SONOMA INCWSM11,791$1.9M0.18%
131PALO ALTO NETWORKS INCPANW9,175$1.9M0.17%
132CAPITAL ONE FINL CORP14040H1058,776$1.9M0.17%
133AT&T INCT-PC64,490$1.9M0.17%
134EVERSOURCE ENERGYES28,955$1.8M0.17%
135EATON CORP PLCETN5,142$1.8M0.17%
136CLOROX CO DELCLX15,041$1.8M0.16%
137QUALCOMM INCQCOM11,090$1.8M0.16%
138PAYPAL HLDGS INCPYPL23,297$1.7M0.16%
139BEST BUY INCBBY25,229$1.7M0.16%
140TARGET CORPTGT17,396$1.7M0.16%
141TRUIST FINL CORP89832Q10938,299$1.6M0.15%
142ILLINOIS TOOL WKS INC4523081096,616$1.6M0.15%
143UNITED PARCEL SERVICE INCUPS15,665$1.6M0.14%
144LENNOX INTL INC5261071072,735$1.6M0.14%
145INTUITIVE SURGICAL INCISRG2,886$1.6M0.14%
146COLGATE PALMOLIVE COCL17,119$1.6M0.14%
147ANALOG DEVICES INCADI6,416$1.5M0.14%
148MICRON TECHNOLOGY INCMU12,181$1.5M0.14%
149MOTOROLA SOLUTIONS INCMSI3,535$1.5M0.14%
150UBER TECHNOLOGIES INCUBER15,699$1.5M0.13%
151FORTINET INCFTNT13,554$1.4M0.13%
152CSX CORPCSX43,276$1.4M0.13%
153MARRIOTT INTL INC NEW5719032025,071$1.4M0.13%
154NORTHERN TR CORPNTRSO10,853$1.4M0.13%
155HILTON WORLDWIDE HLDGS INCHLT5,160$1.4M0.13%
156SYNCHRONY FINANCIALSYF-PB19,818$1.3M0.12%
157COMCAST CORP NEWCCZ36,040$1.3M0.12%
158KEURIG DR PEPPER INCKDP38,208$1.3M0.12%
159ARISTA NETWORKS INCANET12,399$1.3M0.12%
160ANSYS INC03662Q1053,564$1.3M0.11%
161ATLASSIAN CORPORATIONTEAM6,132$1.2M0.11%
162IRON MTN INC DEL46284V10111,896$1.2M0.11%
163STRYKER CORPORATIONSYK3,048$1.2M0.11%
164CHURCH & DWIGHT CO INCCHD12,468$1.2M0.11%
165ALLSTATE CORPALL-PJ5,900$1.2M0.11%
166TJX COS INC NEW8725401099,631$1.2M0.11%
167APTIV PLCAPTV17,264$1.2M0.11%
168HUBSPOT INCHUBS2,095$1.2M0.11%
169SIMON PPTY GROUP INC NEW8288061097,224$1.2M0.11%
170AMERIPRISE FINL INC03076C1062,170$1.2M0.11%
171ZIMMER BIOMET HOLDINGS INCZBH12,315$1.1M0.10%
172DIGITAL RLTY TR INC2538681036,450$1.1M0.10%
173BECTON DICKINSON & COBDX6,395$1.1M0.10%
174DAVITA INCDVA7,471$1.1M0.10%
175SEAGATE TECHNOLOGY HLDNGS PLSE7,093$1.0M0.09%
176T-MOBILE US INCTMUSZ4,285$1.0M0.09%
177HP INCHPQ40,199$994,9010.09%
178DEXCOM INCDXCM11,040$963,6820.09%
179KLA CORPKLAC1,064$953,0670.09%
180METTLER TOLEDO INTERNATIONALMTD798$937,4270.09%
181MARVELL TECHNOLOGY INCMRVL11,928$923,2270.08%
182HUMANA INCHUM3,714$911,2860.08%
183WEST PHARMACEUTICAL SVSC INC9553061054,109$899,0490.08%
184FACTSET RESH SYS INC3030751052,010$899,0330.08%
185CORNING INCGLW16,991$893,5570.08%
186INTERNATIONAL FLAVORS&FRAGRA45950610112,020$888,8790.08%
187CARDINAL HEALTH INCCAH5,187$871,4160.08%
188MCCORMICK & CO INCMKC-V11,474$869,9590.08%
189PTC INCPTC5,016$864,4570.08%
190COGNIZANT TECHNOLOGY SOLUTIOCTSH10,985$857,1600.08%
191MOLINA HEALTHCARE INCMOH2,853$849,9090.08%
192MICROCHIP TECHNOLOGY INC.MCHPP11,942$840,3590.08%
193SYSCO CORPSYY11,074$838,7450.08%
194COOPER COS INC21664850111,752$836,2720.08%
195ROCKWELL AUTOMATION INCROK2,490$827,1030.08%
196WABTEC9297401083,945$825,8860.08%
197MCKESSON CORPMCK1,121$822,2420.07%
198RESMED INCRSMDF3,157$814,5060.07%
199WASTE MGMT INC DEL94106L1093,520$805,4460.07%
200KRAFT HEINZ COKHC30,629$790,8410.07%
201ROPER TECHNOLOGIES INCROP1,375$779,4050.07%
202FIRST SOLAR INCFSLR4,600$761,4840.07%
203M & T BK CORP55261F1043,696$716,9870.07%
204INGERSOLL RAND INCIR8,430$701,2070.06%
205PPG INDS INC6935061075,679$645,9860.06%
206CENTENE CORP DELCNC11,762$638,4410.06%
207IQVIA HLDGS INCIQV4,026$634,4570.06%
208REGENERON PHARMACEUTICALSREGN1,203$631,5750.06%
209APOLLO GLOBAL MGMT INC03769M1064,437$629,4770.06%
210CHIPOTLE MEXICAN GRILL INCCMG11,158$626,5220.06%
211US BANCORP DELUSB-PS13,531$619,0430.06%
212AVALONBAY CMNTYS INCAWX2,999$615,5450.06%
213ARCHER DANIELS MIDLAND COADM11,564$610,3480.06%
214AMERICAN WTR WKS CO INC NEW0304201034,333$602,7640.05%
215GE AEROSPACE3696043012,334$600,7480.05%
216AON PLCAON1,654$590,0810.05%
217EXELON CORPEXC13,568$589,1230.05%
218SBA COMMUNICATIONS CORP NEWSBAC2,372$557,0400.05%
219VENTAS INCVTR8,699$553,5170.05%
220AKAMAI TECHNOLOGIES INCAKAM6,858$546,9940.05%
221AMERICAN INTL GROUP INC0268747846,342$542,8120.05%
222EQUITY RESIDENTIALEQR7,525$513,0730.05%
223ON SEMICONDUCTOR CORPON9,266$485,6310.04%
224LULULEMON ATHLETICA INCLULU1,978$469,9330.04%
225FEDEX CORPFDX2,004$458,4350.04%
226INTERPUBLIC GROUP COS INCINTR18,501$452,9040.04%
227LAUDER ESTEE COS INC5184391045,429$438,6630.04%
228DELL TECHNOLOGIES INCDELL3,429$420,3950.04%
229OWENS CORNING NEWOC3,056$420,2610.04%
230FORD MTR CO34537086034,900$378,6650.03%
231YUM BRANDS INCYUM2,513$372,3760.03%
232OTIS WORLDWIDE CORPOTIS3,655$361,9180.03%
233ROSS STORES INCROST2,762$352,3760.03%
234OMNICOM GROUP INCOMC4,396$319,3250.03%
235AVERY DENNISON CORPAVY1,750$307,0720.03%
236AVANTOR INCAVTR22,767$306,4440.03%
237MODERNA INCMRNA2,986$82,3840.01%