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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

STEPH & CO

Quarter ended Q2 2023 · Filed April 18, 2023 · Accession 0000941519-23-000004

Total Value
$161.2M
Positions
236
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (236)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard S&P 500 Index ETF92290836395,532$35.9M22.29%
2iShares Russell Midcap Index ETF464287499178,560$12.5M7.75%
3Vanguard Total Stock Market ETF 92290876941,639$8.5M5.27%
4Vanguard Small-Cap ETF92290875134,705$6.6M4.08%
5Vanguard Mid Cap ETF92290862929,880$6.3M3.91%
6iShares Russell 2000 Index ETF46428765524,629$4.4M2.73%
7Fidelity Total Bond ETF31618830992,733$4.3M2.65%
8iShares S&P 500 Index ETF46428720010,320$4.2M2.63%
9Vanguard MEGA Cap ETF92191087326,740$3.8M2.37%
10SPDR S&P 500 ETFSPY9,278$3.8M2.36%
11PIMCO Total Return Active ETF72201R77540,617$3.8M2.34%
12Pimco Intermediate Municipal Bond ETF72201R86668,153$3.6M2.21%
13SPDR S&P Mid Cap 400 Index ETFMDY7,084$3.2M2.01%
14Vanguard Tax-Exempt Bond Index ETF92290774651,952$2.6M1.63%
15Apple Computer Inc ComAAPL12,961$2.1M1.33%
16Vanguard Russell 1000 Growth ETF92206C68033,641$2.1M1.31%
17Vanguard FTSE Developed Markets Index ETF92194385846,360$2.1M1.30%
18Vanguard Emerging Markets Index ETF92204285848,986$2.0M1.23%
19iShares S & P Smallcap 600 Index ETF46428780416,617$1.6M1.00%
20iShares MSCI EAFE Index ETF46428746520,804$1.5M0.92%
21iShares MSCI Emerging Markets Index ETF46428723437,517$1.5M0.92%
22iShares Russell 1000 Value Index ETF4642875989,455$1.4M0.89%
23J P Morgan Chase & Co ComVYLD8,594$1.1M0.69%
24Procter & Gamble Co Com7427181097,119$1.1M0.66%
25Vanguard Mid-Cap Growth ETF9229085385,347$1.0M0.65%
26Nicolet Bankshares Inc ComNIC14,960$943,2280.59%
27Johnson & Johnson ComJNJ5,517$855,1350.53%
28Verizon Communications ComVZ21,984$854,9580.53%
29Chevrontexaco Corp ComCVX4,943$806,5000.50%
30Philip Morris International Inc7181721098,210$798,4230.50%
31Unitedhealth Group ComUNH1,654$781,6640.48%
32Duke Energy Corp Com NewDUKB7,789$751,4050.47%
33Bristol-Myers Squibb Co ComCELG-RI10,807$749,0330.46%
34Vanguard High Dividend Yield Indx ETF9219464066,923$730,3770.45%
35Exelon Corp ComEXC16,852$705,9300.44%
36Regal Rexnord CorporationRRX4,962$698,3020.43%
37Cisco Sys IncCSCO13,261$693,2190.43%
38WEC Energy Group Inc ComWEC7,084$671,4920.42%
39Union Pacific Corp ComUNP3,223$648,6610.40%
40Exxon Mobil Corp ComXOM5,872$643,9240.40%
41Vanguard Small-Cap Growth ETF9229085952,894$626,2910.39%
42Gilead Sciences IncGILD7,145$592,8210.37%
43Axis Capital Holdings LtdG0692U10910,633$579,7110.36%
44Kraft Heinz Co ComKHC14,495$560,5220.35%
45Digital Realty Trust Inc2538681035,417$532,5450.33%
46PNC Financial Services Group Com6934751053,949$501,9180.31%
47Pepsico Inc ComPEP2,753$501,8720.31%
48Citigroup Inc Com NewC-PR10,349$485,2650.30%
49US Bancorp ComUSB-PS13,189$475,4630.29%
50EOG Resources Inc ComEOG4,093$469,1810.29%
51iShares Russell Mid-Cap Growth ETF4642874815,134$467,4510.29%
52Fiserv Inc ComFISV4,095$462,8580.29%
53iShares Russell 1000 Growth ETF4642876141,870$456,8970.28%
54Abbott Laboratories ComABLZF4,472$452,8350.28%
55AbbVie IncABBV2,785$443,8450.28%
56Willscot Mobile Mini Holdings CorpWSC9,311$436,5000.27%
57Kimco Realty Corp Reit COMMON49446R10922,324$435,9880.27%
58Genpact LimitedG9,287$429,2450.27%
59Performance Food Group Co ComPFGC6,923$417,7340.26%
60Suncor Energy IncSU13,333$413,9900.26%
61Coty IncCOTY31,842$384,0150.24%
62Wells Fargo & Co New Com94974610110,248$383,0700.24%
63Ashland Inc NewASH3,710$381,0540.24%
64Pioneer Natural Resources Co7237871071,763$360,0750.22%
65BHP Group LimitedBHPLF5,675$359,8520.22%
66API Group CorpAPG15,978$359,1850.22%
67Eaton Corp PlcETN2,030$347,8200.22%
68Aptiv PLCAPTV2,843$318,9560.20%
69Microsoft Corp ComMSFT1,081$311,6520.19%
70Hartford Financial Svcs Grp Inc ComHIG-PG4,336$302,1760.19%
71Icon Public Limited CompanyICLR1,358$290,0550.18%
72Arch Capital Group LtdG0450A1054,235$287,4290.18%
73Keysight Technologies Inc ComKEYS1,743$281,4600.17%
74Vertiv HoldingsVRT19,580$280,1900.17%
75Invesco FTSE RAFI US 1000 Portfolio ETFIVZ1,716$269,0340.17%
76American Intl Group Inc Com0268747845,250$264,3900.16%
77Endeavor Group Holdings Inc29260Y10910,849$259,6170.16%
78CDW Corporation DECDW1,310$255,3060.16%
79Raytheon Technologies CorpRTX2,523$247,0770.15%
80Houlihan Lokey IncHLI2,809$245,7590.15%
81Masonite International5753851092,671$242,4470.15%
82iShares Russell 2000 Value ETF4642876301,741$238,5520.15%
83Casey's General Stores Inc1475281031,102$238,5390.15%
84Teledyne Technologies IncTDY533$238,4430.15%
85Bentley Systems IncorporatedBSY5,490$236,0150.15%
86MFC iShares S&P 500 Growth Index ETF4642873093,672$234,6040.15%
87Black Knight Inc09215C1054,070$234,2690.15%
88Workiva IncWK2,282$233,7000.14%
89Resideo Technologies IncREZI12,671$231,6260.14%
90Live Nation Entmt IncLYV3,276$229,3200.14%
91Avantor IncAVTR10,756$227,3820.14%
92Intl Paper Co Com4601461036,289$226,7810.14%
93Alaska Air Group IncALK5,347$224,3600.14%
94Marvell Technology Inc ComMRVL5,102$220,9170.14%
95Ameren Corp ComAEE2,367$204,4850.13%
96Ross Stores IncROST1,874$198,8880.12%
97NCR Corp ComNCRRP8,302$195,8440.12%
98Expedia Group IncEXPE2,015$195,5150.12%
99IBM Corp ComINTR1,443$189,1630.12%
100Sun Communities Inc8666741041,342$189,0610.12%
101Doximity IncDOCS5,787$187,3830.12%
102Bio-techne Corp TECH2,458$182,3590.11%
103Alexandria Real Estate Equities Inc0152711091,452$182,3570.11%
104iShares Russell Midcap Value ETF4642874731,715$182,1330.11%
105CoStar Group IncCSGP2,632$181,2130.11%
106Hasbro IncHAS3,335$179,0560.11%
107Etsy IncETSY1,586$176,5690.11%
108Eversource Energy ComES2,229$174,4420.11%
109Sensient Technologies CorpSXT2,216$169,6570.11%
110Syneos Health Inc87166B1024,684$166,8440.10%
111Norfolk Southern Corp655844108775$164,3000.10%
112Teleflex IncTFX630$159,5850.10%
113Five Below IncFIVE768$158,1850.10%
114Splunk Inc8486371041,627$155,9970.10%
1153M Co ComMMM1,450$152,4100.09%
116Americold Realty TrustCOLD5,324$151,4680.09%
117EQT CorporationEQT4,681$149,3710.09%
118Aspen Technology Inc New29109X106631$144,4170.09%
119Idexx Laboratories Corp Com45168D104287$143,5230.09%
120Colgate Palmolive Co ComCL1,832$137,6750.09%
121Molson Coors Beverage CompanyTAP-A2,662$137,5720.09%
122iShares S&P Midcap 400 Index Fd ETF464287507548$137,0880.09%
123Everbridge IncEVEX-WT3,949$136,9120.08%
124Paylocity Holding CorporationPCTY679$134,9720.08%
125T. Rowe Price Blue Chip Growth ETF87283Q1075,621$134,7920.08%
126RBC Bearings IncRBC578$134,5180.08%
127Democratic Large Cap Core ETF00774Q3465,024$128,0120.08%
128Blue Owl CapitalOWL11,317$125,3920.08%
129AT&T Inc ComT-PC6,477$124,6820.08%
130Tesla IncTSLA600$124,4760.08%
131Berkshire Hathaway Inc Class BBRK-A389$120,1120.07%
132SolarEdge Technologies IncSEDG395$120,0600.07%
133Xcel Energy Inc ComXELLL1,713$115,5250.07%
134Carrier Global CorporationCARR2,523$115,4270.07%
135Vanguard Total Intl Stock Idx ETF9219097682,088$115,2780.07%
136Otis Worldwide CorporationOTIS1,261$106,4280.07%
137DTE Energy Co ComDTK967$105,9250.07%
138Nextera Energy Inc ComNEE-PW1,328$102,3620.06%
139BP Plc ADRBPPFF2,692$102,1340.06%
140iShares US Consumer Staples ETF464287812510$101,6070.06%
141MGE Energy IncMGEE1,272$98,7960.06%
142Advanced Drainage Systems Inc00790R1041,165$98,1050.06%
143Illinois Tool Works Inc Com452308109400$97,3800.06%
144Maravai Lifesciences HldgsMARA6,754$94,6240.06%
145Kellogg Co ComBEKE1,274$85,3070.05%
146Vanguard Russell 1000 Value Index ETF92206C7141,164$77,7670.05%
147iShares Tr S&P Midcap 400 Growth Index ETF4642876061,032$73,7980.05%
148Pfizer Inc ComPFE1,727$70,4620.04%
149Atkore Inc CorpATKR496$69,6780.04%
150Northern Trust Corp ComNTRSO750$66,0980.04%
151Fifth Third Bancorp ComFITBM2,434$64,8420.04%
152Baker Hughes CompanyBKR2,230$64,3580.04%
153Alphabet Inc Class CGOOG600$62,4000.04%
154Mondelez International Inc609207105882$61,4930.04%
155Alphabet Inc Class AGOOG540$56,0140.03%
156DFA Dimensional US Marketwide Value ETF25434V7241,658$55,5100.03%
157Kimberly-Clark ComKMB400$53,6880.03%
158Altria Group Inc ComMO1,200$53,5440.03%
159Schwab US Dividend Equity ETF808524797650$47,5540.03%
160iShares Tr S&P 400 Midcap Value Index ETF464287705460$47,2740.03%
161Wintrust Financial Corporation97650W108645$47,0530.03%
162Intel Corp ComINTC1,207$39,4330.02%
163Amphenol Corp032095101471$38,4900.02%
164American Airlines Group Inc02376R1022,500$36,8750.02%
165Dimentional US Targeted Value ETF25434V609825$36,7130.02%
166Constellation Energy GroupCEG462$36,2670.02%
167Horizon Therapeutics PLCG46188101330$36,0160.02%
168Clean Harbors IncCLH244$34,7850.02%
169Knight-Swift Transportation Holdings Inc499049104612$34,6270.02%
170Lilly Eli & Co ComLLY100$34,3420.02%
171John Hancock Multifactor Mid Cap ETF47804J206651$31,1700.02%
172Thermo Fisher Scientific IncTMO52$29,9710.02%
173Danaher Corp Com235851102105$26,4640.02%
174Costco Wholesale Corp22160K10552$25,8370.02%
175Lowes Cos Inc Com548661107128$25,5960.02%
176Oracle Corp ComORCL-PD270$25,0880.02%
177Ulta Beauty IncULTA45$24,5550.02%
178Intuit Inc ComINTU55$24,5210.02%
179TJX Companies Inc872540109307$24,0570.01%
180Tyler Technologies IncTYL66$23,4060.01%
181Visa Inc Cl AV101$22,7710.01%
182Edwards Lifesciences CorpEW268$22,1720.01%
183Microchip Technology IncMCHPP263$22,0340.01%
184SPDR Health Care ETF81369Y209170$22,0080.01%
185Adobe Inc ComADBE57$21,9660.01%
186Portillos Inc73642K1061,000$21,3700.01%
187SPDR Technology ETF81369Y803141$21,2920.01%
188Xylem IncXYL200$20,9400.01%
189iShares Core US Aggregate Bond ETF464287226199$19,8280.01%
190Raymond James Financial Com754730109207$19,3070.01%
191Aerojet Rocketdyne Holdings I007800105341$19,1540.01%
192Paycom Software IncPAYC63$19,1530.01%
193Idex Corp45167R10474$17,0960.01%
194SPDR Consumer Discretionary ETF81369Y407104$15,5520.01%
195Walmart Inc ComWMT105$15,4820.01%
196Vanguard Dividend Appreciation ETF921908844100$15,4010.01%
197Trex Company IncTREX302$14,6980.01%
198O Reilly Automotive Inc New Com67103H10717$14,4330.01%
199SPDR Industrial ETF81369Y704139$14,0640.01%
200Ecolab Inc ComECL83$13,7390.01%
201Church & Dwight Co IncCHD150$13,2620.01%
202Salesforce Inc CRM66$13,1850.01%
203Manpower Group IncMAN145$11,9670.01%
204Prudential Finl Inc ComPUKPF144$11,9150.01%
205Taiwan Semiconductor Manufacturing Co Ltd874039100124$11,5340.01%
206JB Hunt Transport Services Inc44565810765$11,4050.01%
207Gold Resource CorpGORO10,773$11,3120.01%
208CVS Health Corp ComCVS150$11,1470.01%
209Motorola Solutions IncMSI38$10,8730.01%
210Walt Disney Co Com254687106106$10,6140.01%
211Copart IncCPRT135$10,1530.01%
212Coinbase Global IncCOIN150$10,1360.01%
213Edison Intl Com281020107140$9,8830.01%
214The Southern Company ComSOMN140$9,7410.01%
215Comcast Corp New Cl ACCZ240$9,0980.01%
216S&P Global IncSPGI26$8,9640.01%
217DuPont de Nemours IncDD122$8,7560.01%
218ITT Inc ComITT100$8,6300.01%
219Smucker J M Co Com83269640549$7,7110.00%
220Consolidated Edison Inc ComED80$7,6540.00%
221Corteva IncCTVA122$7,3580.00%
222Starbucks Corp ComSBUX67$6,9770.00%
223iShares Russell 1000 ETF46428762230$6,7570.00%
224DOW IncDOW122$6,6880.00%
225Trimbel IncTRMB100$5,2420.00%
226Bank of America Corp Com060505104169$4,8330.00%
227Bright Horizons Family Solutions Inc Del10919410062$4,7730.00%
228General Motors Co Com37045V100100$3,6680.00%
229Zimmer Biomet Holdings ComZBH27$3,4880.00%
230Spirit AeroSystems Holdings Inc848574109100$3,4530.00%
231TAL Education Group ADSTAL475$3,0450.00%
232SoFi Technologies IncSOFI500$3,0350.00%
233Carnival Corp ComCUKPF100$1,0150.00%
234Vodafone Group Plc New92857W30864$7070.00%
235Viatris IncVTRS12$1150.00%
236Contra Abiomed Inc CVR Line003CVR01631$310.00%