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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

KELLY LAWRENCE W & ASSOCIATES INC/CA

Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0000920441-24-000003

Total Value
$438.6M
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple, Inc.AAPL157,354$33.1M7.56%
2Alphabet Inc Cap Stk Cl AGOOG160,031$29.1M6.65%
3Advanced Micro Devices ComAMD161,215$26.2M5.96%
4Costco Wholesale22160K10525,689$21.8M4.98%
5Roper Technologies IncROP27,685$15.6M3.56%
6Pinterest Inc Cl APINS331,782$14.6M3.33%
7Broadridge Financial Solutions11133T10373,644$14.5M3.31%
8Fiserv Inc ComFISV94,022$14.0M3.20%
9Intercontinental Exchange Grou45866F10495,431$13.1M2.98%
10Generac Hldgs Inc.GNRC96,117$12.7M2.90%
11Danaher Corp Del COM23585110248,893$12.2M2.79%
12Capital One Finl Corp14040H10586,295$11.9M2.72%
13Visa Inc Cl AV45,023$11.8M2.69%
14Enovis CorpENOV243,450$11.0M2.51%
15IQVIA Holdings IncIQV52,027$11.0M2.51%
16Albemarle Corp.ALB-PA113,982$10.9M2.48%
17Atkore Inc.ATKR76,399$10.3M2.35%
18Amazon Com Inc ComAMZN53,140$10.3M2.34%
19Littelfuse IncLFUS39,713$10.2M2.31%
20Pepsico IncPEP59,199$9.8M2.23%
21CoStar Group Inc.CSGP128,891$9.6M2.18%
22American Tower Corp NE Com03027X10047,707$9.3M2.11%
23Johnson & JohnsonJNJ60,159$8.8M2.00%
24Merck & Co IncMRK66,023$8.2M1.86%
25Alphabet Inc Cap Stk Cl CGOOG41,454$7.6M1.73%
26Applied Materials Inc.03822210531,963$7.5M1.72%
27AFLAC Inc.AFL51,380$4.6M1.05%
28Home Depot IncHD13,271$4.6M1.04%
29Woodward IncWWD18,176$3.2M0.72%
30Microsoft CorpMSFT6,734$3.0M0.69%
31Cisco SystemsCSCO58,948$2.8M0.64%
32Salesforce.com IncCRM10,045$2.6M0.59%
33Procter & Gamble Co.74271810915,368$2.5M0.58%
34Chevron CorpCVX14,867$2.3M0.53%
35JG Boswell Co1012051023,347$1.9M0.43%
36Hexcel Corp42829110828,164$1.8M0.40%
37Shell PLC Spons ADSRYDAF23,623$1.7M0.39%
38Procter & Gamble Co.7427181099,684$1.6M0.36%
39Rithm Capital Corp 7.125 Pfd SRITM-PF62,966$1.6M0.36%
40Nestle SA Spons ADR (For Reg)64106940613,701$1.4M0.32%
41Apple, Inc.AAPL6,460$1.4M0.31%
42JPMorgan Chase & CoVYLD6,708$1.4M0.31%
43Alphabet Inc Cap Stk Cl AGOOG7,350$1.3M0.31%
44Charles Schwab Corp (New)SCHW-PJ17,043$1.3M0.29%
45AbbVie Inc.ABBV6,911$1.2M0.27%
46Edwards Lifesciences Inc.EW11,865$1.1M0.25%
47Roper Technologies IncROP1,925$1.1M0.25%
48Chevron CorpCVX6,727$1.1M0.24%
49Fiserv Inc ComFISV6,975$1.0M0.24%
50Wells Fargo & Co New Perp Pfd949746804777$923,9620.21%
51Intercontinental Exchange Grou45866F1046,650$910,3180.21%
52Verisign Inc. Com.VRSN4,995$888,1110.20%
53OneOK IncOKE10,850$884,8170.20%
54IQVIA Holdings IncIQV4,175$882,7620.20%
55Visa Inc Cl AV3,270$858,2770.20%
56Exxon Mobil CorpXOM7,428$855,1110.19%
57Generac Hldgs Inc.GNRC6,200$819,7640.19%
58AGNC Invt Corp 6.5 Pfd Ser E00123Q80730,634$769,5260.18%
59Danaher Corp Del COM2358511023,025$755,7960.17%
60American Tower Corp NE Com03027X1003,700$719,2060.16%
61Littelfuse IncLFUS2,625$670,9240.15%
62Gilead Sciences Inc.GILD9,700$665,5170.15%
63Advanced Micro Devices ComAMD4,075$661,0060.15%
64Dow IncDOW12,250$649,8620.15%
65Atkore Inc.ATKR4,750$640,9170.15%
66CoStar Group Inc.CSGP8,625$639,4570.15%
67Albemarle Corp.ALB-PA6,475$618,4920.14%
68Berkshire Hathaway Cl BBRK-A1,412$574,4020.13%
69Amgen, Inc. ComAMGN1,826$570,5340.13%
70AT&T Inc 5 Dep Rep Pfd Ser AT-PC26,900$567,3210.13%
71Pepsico IncPEP3,400$560,7620.13%
72JPMorgan Chase & CoVYLD2,700$546,1020.12%
73AbbVie Inc.ABBV3,075$527,4240.12%
74Costco Wholesale22160K105600$509,9940.12%
75Coca Cola CoKO7,483$476,2680.11%
76Applied Materials Inc.0382221052,000$471,9800.11%
77Broadridge Financial Solutions11133T1032,350$462,9500.11%
78Ross Stores Inc.ROST3,000$435,9600.10%
79Capital One Finl Corp DP Shs P14040H82421,300$426,2130.10%
80Woodward IncWWD2,400$418,5120.10%
81Ford Mtr 6.20 Pfd Due 06/01/2034537084516,900$407,1210.09%
82ConocoPhillips ComCOP3,518$402,3890.09%
83Avery Dennison Corp.AVY1,800$393,5700.09%
84Bank of America Corp0605051049,164$364,4520.08%
85Intel CorpINTC11,685$361,8840.08%
86Johnson & JohnsonJNJ2,425$354,4380.08%
87McDonalds CorpMCD1,317$335,7090.08%
88Abbott LabsABLZF3,160$328,3560.07%
89Vertex Pharmaceuticals ComVRTX700$328,1040.07%
90Amazon Com Inc ComAMZN1,675$323,6940.07%
91Hexcel Corp4282911085,000$312,2500.07%
92WalMart IncWMT4,500$304,6950.07%
93Home Depot IncHD875$301,2100.07%
94AT&T IncT-PC15,702$300,0650.07%
95Enovis CorpENOV6,575$297,1900.07%
96Abbott LabsABLZF2,800$290,9480.07%
97Vertex Pharmaceuticals ComVRTX605$283,5760.06%
98Int'l Bus MachINTR1,608$278,1040.06%
99Whirlpool CorpWHR-PA2,650$270,8300.06%
100Pfizer IncPFE9,130$255,4570.06%
101Kimberly Clark CorpKMB1,848$255,3940.06%
102Regeneron Pharmaceutical ComREGN238$250,1450.06%
103Phillips 66 ComPSX1,758$248,1770.06%
1043M Co.MMM2,299$234,9350.05%
105Rithm Capital Corp 7.0 RT RESTRITM-PF10,000$231,5000.05%
106Kimco Realty Corp Com49446R10911,606$225,8530.05%
107Lilly Eli & Co ComLLY247$224,0350.05%
108Vanguard SP500 Growth ETF921932505665$221,7440.05%
109Honeywell Intl Inc438516106990$211,4050.05%
110Fiverr Intl LTDM4R82T1068,965$210,0500.05%
111Amer States Water Co0298991012,780$201,7450.05%
112NextEra Energy IncNEE-PW2,800$198,2680.05%
113Adobe Sys Inc ComADBE354$196,6610.04%
114Thermo Fisher ScientificTMO330$182,4900.04%
115Rithm Capital Corp 7.125 Pfd SRITM-PF7,200$181,2960.04%
116Disney Walt Co Del2546871061,800$178,7220.04%
117Zoetis Inc Cl AZTS1,028$178,2140.04%
118Norfolk Southern Corp655844108800$171,7520.04%
119DFA Inv Group US Large Cap Co25434D8234,430$160,4260.04%
120Caterpillar IncCAT479$159,5550.04%
121Atlanticus Holdings Co Pfd NTATLCZ6,278$156,5730.04%
122Avery Dennison Corp.AVY700$153,0550.03%
123GE AerospaceGE949$150,8630.03%
124Deere & Co.DE400$149,4520.03%
125Schlumberger LtdSLB3,162$149,1830.03%
126McKesson CorpMCK240$140,1700.03%
127Wells Fargo & Co New Perp Pfd949746804110$130,8050.03%
128Cisco SystemsCSCO2,675$127,0890.03%
129AG Mortgage Inv Tr 8 Pfd Ser B0012283036,600$126,6540.03%
130Medtronic PLC ShsMDT1,550$122,0000.03%
131Verizon CommunicationsVZ2,885$118,9770.03%
132Wells Fargo Co New Com9497461012,000$118,7800.03%
1333M Co.MMM1,150$117,5180.03%
134Crown Castle Intl CorpCCI1,175$114,7970.03%
135Rithm Capital Corp 7.0 RT RESTRITM-PF4,700$108,8050.02%
136Capital One Finl Corp14040H105775$107,2990.02%
137GE AerospaceGE670$106,5100.02%
138Raytheon TechRTX1,050$105,4090.02%
139Int'l Bus MachINTR600$103,7700.02%
140ClearBridge Large Cap Growth F52469H8261,710$103,4000.02%
141Dow IncDOW1,949$103,3940.02%
142Etsy Inc ComETSY1,700$100,2660.02%
143Merck & Co IncMRK800$99,0400.02%
144Pennymac Mtg Invt Tr Pfd Ser A70931T3014,000$97,3750.02%
145Albemarle Corp 7.25 Pfd Ser AALB-PA2,025$92,6440.02%
146Tesla Inc ComTSLA450$89,0460.02%
147Emerson Elec CoEMR800$88,1280.02%
148AT&T IncT-PC4,500$85,9950.02%
149Pinterest Inc Cl APINS1,900$83,7330.02%
150Kimberly Clark CorpKMB590$81,5380.02%
151Mattel Inc ComMAT4,800$78,0480.02%
152State Street CorpSTT-PG1,050$77,7000.02%
153AG Mortgage Inv Tr 8 Pfd Ser B0012283034,000$76,7600.02%
154CSX CorpCSX1,950$65,2270.01%
155Rithm Capital Corp 7.125 Pfd SRITM-PF2,700$63,8820.01%
156Whirlpool CorpWHR-PA580$59,2760.01%
157BYD Co Ltd Shs HBYDDF2,000$59,0000.01%
158Energy Transfer L P Com UT LtdET-PI3,600$58,3920.01%
159AGNC Invt Corp 6.5 Pfd Ser E00123Q8072,300$57,7760.01%
160Meta Platforms, Inc Cl AMETA112$56,4730.01%
161Ford Mtr 6.20 Pfd Due 06/01/203453708452,300$55,4070.01%
162Camden Property Trust133131102500$54,5550.01%
163AFLAC Inc.AFL600$53,5860.01%
164ReInsurance Group Amer759351604250$51,3170.01%
165Unum Group ComUNMA1,000$51,1100.01%
166Halliburton CoHAL1,505$50,8390.01%
167AT&T Inc 5 Dep Rep Pfd Ser AT-PC2,400$50,6160.01%
168Disney Walt Co Del254687106500$49,6450.01%
169Centerpoint Energy Inc ComCNP1,600$49,5680.01%
170Intel CorpINTC1,600$49,5520.01%
171Verizon CommunicationsVZ1,200$49,4880.01%
172Rithm Capital CorpRITM-PF4,500$49,0950.01%
173Exact Sciences Corp.30063P1051,160$49,0100.01%
174California Wtr Svc Group1307881021,000$48,4900.01%
175Capital One Finl Corp DP Shs P14040H8242,400$48,0240.01%
176Boston Properties Inc.BXP775$47,7090.01%
177Medtronic PLC ShsMDT600$47,2260.01%
178Take-Two Interactive S ComTTWO300$46,6470.01%
179Annaly Capital Mgmt 6.95 Pfd S0357108701,800$46,1160.01%
180Nestle SA Spons ADR (For Reg)641069406450$45,9310.01%
181Microsoft CorpMSFT100$44,6950.01%
182BP PLC Spons ADRBPPFF1,231$44,4390.01%
183International Paper Co4601461031,020$44,0130.01%
184Gilead Sciences Inc.GILD600$41,1660.01%
185GE Vernova IncGEV237$40,6910.01%
186AGNC Invt Corp 7 Pfd Ser C00123Q5001,500$39,0000.01%
187Salesforce.com IncCRM150$38,5650.01%
188Annaly Capital Mgmt 6.95 Pfd S0357108701,500$38,4300.01%
189Crown Castle Intl CorpCCI380$37,1260.01%
190Franco Nevada CorpFNV300$35,5560.01%
191AG Mortgage Inv Tr 8.25 Pfd Se0012282041,700$34,0510.01%
192Solventum CorpSOLV599$31,6750.01%
193Starbucks CorpSBUX400$31,1400.01%
194GE Vernova IncGEV167$28,6420.01%
195Union Pac CorpUNP124$28,0560.01%
196Pfizer IncPFE1,000$27,9800.01%
197Kraft Heinz Co CommKHC850$27,3870.01%
198Air Prod & ChemicalsAIIR100$25,8050.01%
199NVIDIA CorpNVDA200$24,7080.01%
200GE HealthCare TechGEHC316$24,6230.01%
201Bank of New York Mellon064058100400$23,9560.01%
202Walgreens Boots Alliance Inc9314271081,891$22,8720.01%
203Warner Bros Discovery Com SerWBD2,828$21,0400.00%
204Etsy Inc ComETSY350$20,6430.00%
205V F CorpVFC1,475$19,9120.00%
206Sibanye-Stillwater LTD Spons ASBYSF4,547$19,7790.00%
207Viatris IncVTRS1,753$18,6340.00%
208NextEra Energy IncNEE-PW260$18,4110.00%
209Mattel Inc ComMAT1,000$16,2600.00%
210East West Bancorp Inc ComEWBC213$15,5980.00%
211Digital Rlty Tr Inc Com253868103100$15,2050.00%
212Solventum CorpSOLV287$15,1770.00%
213Electronic Arts IncEA106$14,7690.00%
214Hewlett Packard Enterp ComHPE-PC600$12,7020.00%
215Kontoor Brands IncKTB189$12,5020.00%
216Anheuser Busch Inbev S SponsorBUDFF200$11,6300.00%
217GE HealthCare TechGEHC132$10,2850.00%
218Nike, Inc. Cl BNKE125$9,4210.00%
219Viatris IncVTRS838$8,9080.00%
220Zoetis Inc Cl AZTS47$8,1480.00%
221Tredegar Corp.TG1,455$6,9690.00%
222Intuitive Surgical Inc Com NewISRG15$6,6730.00%
223Rio Tinto PLC Sponsored ADRRTNTF100$6,5930.00%
224Veolia Environment Sponsored A92334N103400$5,9850.00%
225Wisdomtree Tr India Erngs FdWT120$5,7940.00%
226Alcoa Corp ComAA141$5,6090.00%
227Kinder Morgan Inc Del ComEP-PC278$5,5240.00%
228Accenture PLC Ireland Cl A ShsACN18$5,4610.00%
229Atlanticus Holdings Co Pfd NTATLCZ200$4,9880.00%
230QUALCOMM IncQCOM25$4,9790.00%
231Kyndryl Hldgs IncKD180$4,7360.00%
232Thermo Fisher ScientificTMO8$4,4240.00%
233Citigroup ComC-PR69$4,3790.00%
234Kyndryl Hldgs IncKD161$4,2360.00%
235Panasonic Hldgs Corp Unspons A69832A304465$3,8070.00%
236TC Energy Corp. ComTRPRF100$3,7900.00%
237Teledyne TechnologiesTDY8$3,1040.00%
238Hershey CoHSY16$2,9410.00%
239Align Technology Inc.ALGN12$2,8970.00%
240Cigna Corp1255231008$2,6450.00%
241Apache CorpAPA60$1,7660.00%
242Johnson Controls Intl PLCG5150210523$1,5290.00%
243Resideo Technologies IncREZI66$1,2910.00%
244DXC Technology CoDXC51$9740.00%
245DellL Technologies Inc. Cl CDELL7$9650.00%
246Wabtec9297401085$7900.00%
247Pentair PLCPNR5$3830.00%
248nVent Electric PLCNVT5$3830.00%
249Garrett Motion IncGTX40$3440.00%
250Brighthouse Financial Inc10922N1033$1300.00%
251Lumen TechnologiesLUMN68$750.00%
252Adient PLC ORDADNT2$490.00%