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

STEPH & CO

Quarter ended Q1 2023 · Filed January 26, 2023 · Accession 0000941519-23-000001

Total Value
$158,405
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard S&P 500 Index ETF92290836398,090$34,46321.76%
2iShares Russell Midcap Index ETF464287499188,621$12,7228.03%
3Vanguard Total Stock Market ETF 92290876943,327$8,2845.23%
4Vanguard Small-Cap ETF92290875135,816$6,5744.15%
5Vanguard Mid Cap ETF92290862930,457$6,2073.92%
6iShares Russell 2000 Index ETF46428765526,162$4,5622.88%
7iShares S&P 500 Index ETF46428720010,365$3,9822.51%
8Vanguard MEGA Cap ETF92191087328,894$3,8262.42%
9Fidelity Total Bond ETF31618830980,117$3,6072.28%
10Pimco Intermediate Municipal Bond ETF72201R86670,146$3,6042.28%
11SPDR S&P 500 ETFSPY9,324$3,5662.25%
12SPDR S&P Mid Cap 400 Index ETFMDY7,166$3,1732.00%
13PIMCO Total Return Active ETF72201R77534,324$3,1061.96%
14Vanguard Tax-Exempt Bond Index ETF92290774653,605$2,6531.67%
15Vanguard FTSE Developed Markets Index ETF92194385848,971$2,0551.30%
16Vanguard Emerging Markets Index ETF92204285852,388$2,0421.29%
17Vanguard Russell 1000 Growth ETF92206C68036,231$1,9971.26%
18Apple Computer Inc ComAAPL13,211$1,7171.08%
19iShares S & P Smallcap 600 Index ETF46428780416,627$1,5740.99%
20iShares MSCI Emerging Markets Index ETF46428723439,526$1,4980.95%
21iShares Russell 1000 Value Index ETF4642875989,560$1,4500.92%
22iShares MSCI EAFE Index ETF46428746521,653$1,4210.90%
23Nicolet Bankshares Inc ComNIC15,210$1,2140.77%
24J P Morgan Chase & Co ComVYLD8,911$1,1950.75%
25Vanguard Mid-Cap Growth ETF9229085385,604$1,0070.64%
26Johnson & Johnson ComJNJ5,326$9410.59%
27Procter & Gamble Co Com7427181096,063$9190.58%
28Verizon Communications ComVZ21,844$8610.54%
29Chevrontexaco Corp ComCVX4,648$8340.53%
30Philip Morris International Inc7181721098,165$8260.52%
31Unitedhealth Group ComUNH1,502$7960.50%
32Vanguard High Dividend Yield Indx ETF9219464067,223$7820.49%
33Bristol-Myers Squibb Co ComCELG-RI10,803$7770.49%
34Exelon Corp ComEXC16,759$7240.46%
35Exxon Mobil Corp ComXOM6,536$7210.46%
36Duke Energy Corp Com NewDUKB6,916$7120.45%
37EOG Resources Inc ComEOG5,390$6980.44%
38Cisco Sys IncCSCO14,083$6710.42%
39WEC Energy Group Inc ComWEC7,084$6640.42%
40Regal Rexnord CorporationRRX5,483$6580.42%
41Gilead Sciences IncGILD7,643$6560.41%
42Union Pacific Corp ComUNP3,125$6470.41%
43Vanguard Small-Cap Growth ETF9229085952,977$5970.38%
44Axis Capital Holdings LtdG0692U10910,424$5650.36%
45Kraft Heinz Co ComKHC13,415$5460.34%
46Digital Realty Trust Inc2538681035,239$5250.33%
47Pepsico Inc ComPEP2,753$4970.31%
48Abbott Laboratories ComABLZF4,472$4910.31%
49US Bancorp ComUSB-PS10,992$4790.30%
50iShares Russell Mid-Cap Growth ETF4642874815,634$4710.30%
51Willscot Mobile Mini Holdings CorpWSC10,027$4530.29%
52AbbVie IncABBV2,785$4500.28%
53PNC Financial Services Group Com6934751052,755$4350.27%
54Suncor Energy IncSU13,407$4250.27%
55Wells Fargo & Co New Com94974610110,248$4230.27%
56Performance Food Group Co ComPFGC6,923$4040.26%
57Pioneer Natural Resources Co7237871071,763$4030.25%
58Fiserv Inc ComFISV3,978$4020.25%
59iShares Russell 1000 Growth ETF4642876141,870$4010.25%
60Ashland Inc NewASH3,710$3990.25%
61Kimco Realty Corp Reit COMMON49446R10918,725$3970.25%
62Eaton Corp PlcETN2,441$3830.24%
63Bank OZK ComOZKAP9,242$3700.23%
64Citigroup Inc Com NewC-PR8,071$3650.23%
65BHP Group LimitedBHPLF5,667$3520.22%
66API Group CorpAPG18,509$3480.22%
67Aptiv PLCAPTV3,552$3310.21%
68Hartford Financial Svcs Grp Inc ComHIG-PG4,336$3290.21%
69American Intl Group Inc Com0268747845,182$3280.21%
70Arch Capital Group LtdG0450A1055,067$3180.20%
71Vertiv HoldingsVRT22,722$3100.20%
72Keysight Technologies Inc ComKEYS1,743$2980.19%
73Workiva IncWK3,386$2840.18%
74Genpact LimitedG5,907$2740.17%
75Coty IncCOTY31,842$2730.17%
76Intl Paper Co Com4601461037,674$2660.17%
77Invesco FTSE RAFI US 1000 Portfolio ETFIVZ1,716$2660.17%
78Alexandria Real Estate Equities Inc0152711091,807$2630.17%
79Alaska Air Group IncALK6,124$2630.17%
80Microsoft Corp ComMSFT1,081$2590.16%
81First Republic Bank San Francisco33616C1002,112$2570.16%
82Raytheon Technologies CorpRTX2,523$2550.16%
83Black Knight Inc09215C1054,070$2510.16%
84iShares Russell 2000 Value ETF4642876301,781$2470.16%
85Casey's General Stores Inc1475281031,102$2470.16%
86CDW Corporation DECDW1,310$2340.15%
87Icon Public Limited CompanyICLR1,189$2310.15%
88Bio-techne Corp TECH2,720$2250.14%
89Avantor IncAVTR10,526$2220.14%
90Masonite International5753851092,671$2150.14%
91MFC iShares S&P 500 Growth Index ETF4642873093,672$2150.14%
92Western Alliance Bancorporation WAL-PA3,550$2110.13%
93Endeavor Group Holdings Inc29260Y1099,319$2100.13%
94Ameren Corp ComAEE2,367$2100.13%
95IBM Corp ComINTR1,443$2030.13%
96Hasbro IncHAS3,335$2030.13%
97Teledyne Technologies IncTDY487$1950.12%
98NCR Corp ComNCRRP8,302$1940.12%
99Sun Communities Inc8666741041,342$1920.12%
100Norfolk Southern Corp655844108775$1910.12%
101Bentley Systems IncorporatedBSY5,149$1900.12%
102Etsy IncETSY1,586$1900.12%
103Marvell Technology Inc ComMRVL5,102$1890.12%
104Resideo Technologies IncREZI11,422$1880.12%
105Eversource Energy ComES2,229$1870.12%
106Ross Stores IncROST1,602$1860.12%
107iShares Russell Midcap Value ETF4642874731,715$1810.11%
108Expedia Group IncEXPE2,015$1770.11%
109Houlihan Lokey IncHLI2,016$1760.11%
110RBC Bearings IncRBC840$1760.11%
1113M Co ComMMM1,450$1740.11%
112Syneos Health Inc87166B1024,684$1720.11%
113Live Nation Entmt IncLYV2,459$1710.11%
114Starwood Property Trust IncSTHO8,908$1630.10%
115Sensient Technologies CorpSXT2,216$1620.10%
116Democratic Large Cap Core ETF00774Q3466,450$1540.10%
117Americold Realty TrustCOLD5,324$1510.10%
118Blue Owl CapitalOWL14,257$1510.10%
119Colgate Palmolive Co ComCL1,832$1440.09%
120T. Rowe Price Blue Chip Growth ETF87283Q1076,947$1430.09%
121Splunk Inc8486371041,627$1400.09%
122Vanguard Russell 1000 Value Index ETF92206C7142,064$1370.09%
123Five Below IncFIVE768$1360.09%
124iShares S&P Midcap 400 Index Fd ETF464287507548$1330.08%
125Zurn Elkay Water Solutions Corporation98983L1086,255$1320.08%
126Aspen Technology Inc New29109X106631$1300.08%
127Horizon Therapeutics PLCG461881011,140$1300.08%
128ON Semiconductor CorporationON2,074$1290.08%
129AT&T Inc ComT-PC6,729$1240.08%
130Doximity IncDOCS3,666$1230.08%
131Xcel Energy Inc ComXELLL1,713$1200.08%
132Berkshire Hathaway Inc Class BBRK-A389$1200.08%
133Everbridge IncEVEX-WT3,949$1170.07%
134EQT CorporationEQT3,406$1150.07%
135DTE Energy Co ComDTK967$1140.07%
136Vanguard Total Intl Stock Idx ETF9219097682,182$1130.07%
137SolarEdge Technologies IncSEDG395$1120.07%
138Nextera Energy Inc ComNEE-PW1,328$1110.07%
139Carrier Global CorporationCARR2,523$1040.07%
140iShares US Consumer Staples ETF464287812510$1030.07%
141Otis Worldwide CorporationOTIS1,261$990.06%
142Maravai Lifesciences HldgsMARA6,754$970.06%
143Fifth Third Bancorp ComFITBM2,890$950.06%
144Advanced Drainage Systems Inc00790R1041,165$950.06%
145BP Plc ADRBPPFF2,692$940.06%
146Kellogg Co ComBEKE1,274$910.06%
147MGE Energy IncMGEE1,272$900.06%
148Illinois Tool Works Inc Com452308109400$880.06%
149Pfizer Inc ComPFE1,727$880.06%
150PVH CorpPVH1,180$830.05%
151Tesla IncTSLA600$740.05%
152iShares Tr S&P Midcap 400 Growth Index ETF4642876061,032$700.04%
153Baker Hughes CompanyBKR2,230$660.04%
154Northern Trust Corp ComNTRSO750$660.04%
155Petco Health & Wellness CoWOOF6,733$640.04%
156Definitive Healthcare CorpDH5,619$620.04%
157Mondelez International Inc609207105882$590.04%
158DFA Dimensional US Marketwide Value ETF25434V7241,658$560.04%
159Alphabet Inc Class AGOOG640$560.04%
160Altria Group Inc ComMO1,200$550.03%
161Wintrust Financial Corporation97650W108645$550.03%
162Kimberly-Clark ComKMB400$540.03%
163Alphabet Inc Class CGOOG600$530.03%
164Schwab US Dividend Equity ETF808524797650$490.03%
165Meta Platforms IncMETA398$480.03%
166iShares Tr S&P 400 Midcap Value Index ETF464287705460$460.03%
167Constellation Energy GroupCEG462$400.03%
168Communication Services Select Sector SPDR Fund81369Y852839$400.03%
169Aon PLCAON123$370.02%
170Lilly Eli & Co ComLLY100$370.02%
171Dimentional US Targeted Value ETF25434V609825$360.02%
172Amphenol Corp032095101471$360.02%
173Caterpillar Inc ComCAT150$360.02%
174John Hancock Multifactor Mid Cap ETF47804J206693$320.02%
175Knight-Swift Transportation Holdings Inc499049104612$320.02%
176Intel Corp ComINTC1,207$320.02%
177American Airlines Group Inc02376R1022,500$320.02%
178Thermo Fisher Scientific IncTMO52$290.02%
179Danaher Corp Com235851102105$280.02%
180Lowes Cos Inc Com548661107128$260.02%
181Costco Wholesale Corp22160K10552$240.02%
182Ulta Beauty IncULTA49$230.01%
183SPDR Health Care ETF81369Y209170$230.01%
184TJX Companies Inc872540109280$220.01%
185Oracle Corp ComORCL-PD270$220.01%
186Xylem IncXYL200$220.01%
187Raymond James Financial Com754730109207$220.01%
188Intuit Inc ComINTU55$210.01%
189CoStar Group IncCSGP275$210.01%
190Visa Inc Cl AV101$210.01%
191Tyler Technologies IncTYL66$210.01%
192Paycom Software IncPAYC63$200.01%
193Edwards Lifesciences CorpEW268$200.01%
194Aerojet Rocketdyne Holdings I007800105341$190.01%
195Adobe Inc ComADBE57$190.01%
196iShares Core US Aggregate Bond ETF464287226199$190.01%
197SPDR Technology ETF81369Y803141$180.01%
198Microchip Technology IncMCHPP263$180.01%
199Idex Corp45167R10474$170.01%
200Portillos Inc73642K1061,000$160.01%
201Gold Resource CorpGORO10,773$160.01%
202Vanguard Dividend Appreciation ETF921908844100$150.01%
203Walmart Inc ComWMT105$150.01%
204SPDR Industrial ETF81369Y704139$140.01%
205O Reilly Automotive Inc New Com67103H10717$140.01%
206W P Carey Inc92936U109185$140.01%
207Prudential Finl Inc ComPUKPF144$140.01%
208CVS Health Corp ComCVS150$140.01%
209SPDR Consumer Discretionary ETF81369Y407104$130.01%
210Trex Company IncTREX302$130.01%
211Church & Dwight Co IncCHD150$120.01%
212Ecolab Inc ComECL83$120.01%
213Salesforce Inc CRM88$120.01%
214Manpower Group IncMAN145$120.01%
215JB Hunt Transport Services Inc44565810765$110.01%
216Motorola Solutions IncMSI38$100.01%
217The Southern Company ComSOMN140$100.01%
218Walt Disney Co Com254687106106$90.01%
219Taiwan Semiconductor Manufacturing Co Ltd874039100124$90.01%
220Edison Intl Com281020107140$90.01%
221S&P Global IncSPGI26$90.01%
222Consolidated Edison Inc ComED80$80.01%
223Smucker J M Co Com83269640549$80.01%
224ITT Inc ComITT100$80.01%
225Comcast Corp New Cl ACCZ240$80.01%
226DuPont de Nemours IncDD122$80.01%
227Starbucks Corp ComSBUX67$70.00%
228Corteva IncCTVA122$70.00%
229iShares Russell 1000 ETF46428762230$60.00%
230DOW IncDOW122$60.00%
231Bank of America Corp Com060505104169$60.00%
232Trimbel IncTRMB100$50.00%
233Coinbase Global IncCOIN150$50.00%
234Copart IncCPRT90$50.00%
235Bright Horizons Family Solutions Inc Del10919410062$40.00%
236General Motors Co Com37045V100100$30.00%
237Zimmer Biomet Holdings ComZBH27$30.00%
238Spirit AeroSystems Holdings Inc848574109100$30.00%
239TAL Education Group ADSTAL475$30.00%
240SoFi Technologies IncSOFI500$20.00%
241Vodafone Group Plc New92857W30864$10.00%
242Carnival Corp ComCUKPF100$10.00%
243Viatris IncVTRS12$10.00%
244Contra Abiomed Inc CVR Line003CVR01631$10.00%