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 Q2 2024 · Filed July 30, 2024 · Accession 0000941519-24-000005

Total Value
$293.3M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard S&P 500 Index ETF92290836389,535$44.8M15.27%
2JPMorgan Active Value ETF46641Q167671,084$39.8M13.56%
3JPMorgan Active Growth ETF46654Q609470,829$35.4M12.06%
4iShares Russell Midcap Index ETF464287499154,624$12.5M4.27%
5Global Upstream Natural Resources ETFFLEX306,281$12.3M4.19%
6Vanguard Total Stock Market ETF92290876938,642$10.3M3.52%
7Fidelity Total Bond ETF316188309229,054$10.3M3.51%
8PIMCO Total Return Active ETF72201R775112,871$10.3M3.50%
9Vanguard Small-Cap ETF92290875143,079$9.4M3.20%
10Vanguard Mid Cap ETF92290862925,490$6.2M2.10%
11Vanguard MEGA Cap ETF92191087329,964$5.9M2.02%
12SPDR S&P Global Natural Resources ETF78463X54192,948$5.2M1.77%
13iShares S&P 500 Index ETF4642872009,379$5.1M1.75%
14Pimco Intermediate Municipal Bond ETF72201R86691,375$4.8M1.62%
15SPDR S&P 500 ETFSPY8,418$4.6M1.56%
16Vanguard Tax-Exempt Bond Index ETF92290774675,034$3.8M1.28%
17iShares Russell 2000 Index ETF46428765518,394$3.7M1.27%
18SPDR S&P Mid Cap 400 Index ETFMDY6,392$3.4M1.17%
19FlexShares Global Broad Infrastructure ETFFLEX62,862$3.3M1.14%
20Vanguard FTSE Developed Markets Index ETF92194385867,320$3.3M1.13%
21Apple Computer Inc ComAAPL11,783$2.5M0.85%
22Vanguard Russell 1000 Growth ETF92206C68022,517$2.1M0.72%
23iShares S & P Smallcap 600 Index ETF46428780417,514$1.9M0.64%
24iShares MSCI EAFE Index ETF46428746523,251$1.8M0.62%
25iShares Russell 1000 Value Index ETF4642875989,012$1.6M0.54%
26Nicolet Bankshares Inc ComNIC14,760$1.2M0.42%
27Procter & Gamble Co Com7427181097,389$1.2M0.42%
28J P Morgan Chase & Co ComVYLD5,432$1.1M0.37%
29Vanguard Mid-Cap Growth ETF9229085384,438$1.0M0.35%
30Philip Morris International Inc7181721098,928$904,6740.31%
31Duke Energy Corp Com NewDUKB8,888$890,8440.30%
32Chevrontexaco Corp ComCVX5,539$866,4100.30%
33Johnson & Johnson ComJNJ5,385$787,0720.27%
34Unitedhealth Group ComUNH1,472$749,6310.26%
35Vanguard High Dividend Yield Indx ETF9219464066,239$739,9450.25%
36Citigroup Inc Com NewC-PR10,905$692,0310.24%
37Verizon Communications ComVZ16,537$681,9860.23%
38iShares Russell 1000 Growth ETF4642876141,870$681,6340.23%
39Regal Rexnord CorporationRRX5,038$681,2380.23%
40Union Pacific Corp ComUNP2,985$675,3860.23%
41Vanguard Small-Cap Growth ETF9229085952,696$674,3500.23%
42Cisco Sys IncCSCO14,141$671,8390.23%
43Quest Diagnostics Inc ComDGX4,850$663,8680.23%
44PNC Financial Services Group Com6934751054,191$651,6170.22%
45Kimco Realty Corporation Ordinary Shares49446R10932,405$630,6010.21%
46Axis Capital Holdings LtdG0692U1098,885$627,7250.21%
47Exxon Mobil Corp ComXOM5,319$612,3230.21%
48Wells Fargo & Co New Com94974610110,248$608,6290.21%
49Exelon Corp ComEXC16,891$584,5980.20%
50US Bancorp ComUSB-PS14,573$578,5480.20%
51WEC Energy Group Inc ComWEC7,096$556,7520.19%
52Microsoft Corp ComMSFT1,169$522,4850.18%
53Gilead Sciences IncGILD7,514$515,5360.18%
54Icon Public Limited CompanyICLR1,629$510,6430.17%
55EOG Resources Inc ComEOG4,029$507,1300.17%
56VICI Properties Inc92565210917,438$499,4240.17%
57Suncor Energy IncSU13,029$496,4050.17%
58Kraft Heinz Co ComKHC14,989$482,9460.16%
59Marvell Technology Inc ComMRVL6,878$480,7720.16%
60Bristol-Myers Squibb Co ComCELG-RI11,491$477,2210.16%
61Arch Capital Group LtdG0450A1054,389$442,8060.15%
62Ashland Inc NewASH4,615$436,0710.15%
63Willscot Mobile Mini Holdings CorpWSC11,517$433,5000.15%
64Evergy Inc ComEVRG8,072$427,5740.15%
65Kenvue IncKVUE23,201$421,7940.14%
66Casey's General Stores Inc1475281031,105$421,6240.14%
67Performance Food Group Co ComPFGC6,365$420,7900.14%
68Clean Harbors IncCLH1,848$417,9250.14%
69iShares Russell Mid-Cap Growth ETF4642874813,587$395,8250.13%
70American Intl Group Inc Com0268747845,325$395,3280.13%
71Amdocs Ltd OrdDOX4,801$378,8950.13%
72Avantor IncAVTR17,330$367,3960.13%
73BHP Group LimitedBHPLF6,237$356,0700.12%
74Teledyne Technologies IncTDY861$334,0510.11%
75Pentair plcPNR4,332$332,1340.11%
76nVent Electric plcNVT4,332$331,8750.11%
77Fiserv Inc ComFISV2,208$329,0800.11%
78Alexandria Real Estate Equities Inc0152711092,778$324,9430.11%
79Hartford Financial Svcs Grp Inc ComHIG-PG3,229$324,6440.11%
80Eastman Chemical Co ComEMN3,246$318,0110.11%
81Invesco FTSE RAFI US 1000 Portfolio ETFIVZ8,370$317,6420.11%
82Crown Holdings IncCCK4,215$313,5540.11%
83iShares Russell 2000 Value ETF4642876301,991$303,2290.10%
84Pinterest IncPINS6,858$302,2320.10%
85NVIDIA CorporationNVDA2,260$279,2000.10%
86MFC iShares S&P 500 Growth Index ETF4642873093,009$278,4530.09%
87Intl Paper Co Com4601461036,344$273,7440.09%
88Baker Hughes CompanyBKR7,702$270,8790.09%
89API Group CorpAPG7,184$270,3340.09%
90Houlihan Lokey IncHLI1,997$269,3150.09%
91Coty IncCOTY26,220$262,7240.09%
92Expedia Group IncEXPE2,051$258,4050.09%
93PPL Corp ComPPLC9,311$257,4490.09%
94RTX CorporationRTX2,523$253,2840.09%
95Applovin CorporationAPP3,011$250,5750.09%
96AbbVie IncABBV1,450$248,7040.08%
97Resideo Technologies IncREZI12,680$248,0210.08%
98CAE IncCAE12,756$237,0060.08%
99Atkore Inc CorpATKR1,751$236,2620.08%
100Blue Owl CapitalOWL13,136$233,1640.08%
101Vertiv HoldingsVRT2,612$226,1210.08%
102EQT CorporationEQT6,104$225,7260.08%
103Aptiv PLCAPTV3,203$225,5550.08%
104Ferguson plcG3421J1061,162$225,0210.08%
105Steris PLCSTE1,024$224,8090.08%
106Keysight Technologies Inc ComKEYS1,641$224,4070.08%
107Raymond James Financial Com7547301091,713$211,7440.07%
108Sun Communities Inc8666741041,733$208,5490.07%
109ATS CorporationATS6,251$201,9700.07%
110Abbott Laboratories ComABLZF1,907$198,1560.07%
111FlexShares High Yield Value-Scored Bond Index ETFFLEX4,878$197,0710.07%
112Eaton Corp PlcETN616$193,1470.07%
113Norfolk Southern Corp655844108887$190,4300.06%
114DTE Energy Co ComDTK1,677$186,1640.06%
115Coterra Energy IncCTRA6,850$182,6900.06%
116Argenx SEARGX415$178,4670.06%
117Colgate Palmolive Co ComCL1,832$177,7770.06%
118CoStar Group IncCSGP2,304$170,8190.06%
119Ross Stores IncROST1,170$170,0240.06%
120Bio-techne CorpTECH2,369$169,7390.06%
121Nnn Reit Inc Ordinary SharesNNN3,982$169,6330.06%
122PTC IncPTC928$168,5900.06%
123Alphabet Inc Class CGOOG912$167,2790.06%
124Pepsico Inc ComPEP1,006$165,9200.06%
125Idexx Laboratories Corp Com45168D104336$163,6990.06%
126Chewy IncCHWY5,885$160,3070.05%
127Workiva IncWK2,183$159,3370.05%
128Noble Corporation Plc CorpNE-WT3,566$159,2220.05%
129Carrier Global CorporationCARR2,523$159,1510.05%
130Service Corp Intl8175651042,234$158,9040.05%
131Aspen Technology Inc New29109X106799$158,7050.05%
132Berkshire Hathaway Inc Class BBRK-A389$158,2450.05%
133Entegris IncENTG1,165$157,7410.05%
134Teleflex IncTFX747$157,1170.05%
135T. Rowe Price Blue Chip Growth ETF87283Q1073,914$151,5500.05%
136Live Nation Entmt IncLYV1,609$150,8280.05%
137Mohawk Industries6081901041,324$150,3930.05%
138Eversource Energy ComES2,566$145,5180.05%
139NCR Voyix CorporationNCRRP11,711$144,6310.05%
140Democratic Large Cap Core ETF00774Q3464,137$141,9400.05%
141Freshworks IncFRSH11,100$140,8590.05%
142Diamondback Energy IncFANG658$131,7250.04%
143iShares S&P Midcap 400 Index Fd ETF4642875072,227$130,3240.04%
144Everest Group LtdEG342$130,3090.04%
145KKR & Co IncKKRT1,204$126,7090.04%
146Fifth Third Bancorp ComFITBM3,405$124,2480.04%
147Etsy IncETSY2,078$122,5600.04%
148Otis Worldwide CorporationOTIS1,261$121,3840.04%
149Vanguard Core-Plus Bond ETF9220207551,460$111,1350.04%
150Alphabet Inc Class AGOOG559$101,8220.03%
151iShares US Consumer Staples ETF4642878121,530$100,5980.03%
152BP Plc ADRBPPFF2,692$97,1810.03%
153Conocophillips ComCOP835$95,5070.03%
154MGE Energy IncMGEE1,272$95,0440.03%
155Illinois Tool Works Inc Com452308109400$94,7840.03%
156Constellation Energy GroupCEG462$92,5250.03%
157Xcel Energy Inc ComXELLL1,713$91,4910.03%
158Five Below IncFIVE838$91,3170.03%
159Nextera Energy Inc ComNEE-PW1,243$88,0170.03%
160iShares Russell Midcap Value ETF464287473679$81,9820.03%
161Mondelez International Inc6092071051,249$81,7350.03%
162Bentley Systems IncorporatedBSY1,600$78,9760.03%
163Vanguard Total Intl Stock Idx ETF9219097681,299$78,3300.03%
164Amazon.com IncAMZN388$74,9810.03%
165Oracle Corp ComORCL-PD477$67,3520.02%
166Wintrust Financial Corporation97650W108645$63,5710.02%
167Northern Trust Corp ComNTRSO750$62,9850.02%
168Pfizer Inc ComPFE2,122$59,3740.02%
169IBM Corp ComINTR342$59,1490.02%
170iShares MSCI Emerging Markets Index ETF4642872341,363$58,0500.02%
171Meta Platforms IncMETA111$55,9680.02%
172Kimberly-Clark ComKMB400$55,2800.02%
173Altria Group Inc ComMO1,200$54,6600.02%
174Lilly Eli & Co ComLLY60$54,3230.02%
175Costco Wholesale Corp22160K10560$50,9990.02%
176iShares Tr S&P Midcap 400 Growth Index ETF464287606560$49,3420.02%
177Vanguard Russell 1000 Value Index ETF92206C714575$44,0280.02%
178Mastercard Inc Cl AMA97$42,7930.01%
179iShares Core US Aggregate Bond ETF464287226423$41,0610.01%
180Vanguard Core Bond ETF922020748538$40,9040.01%
1813M Co ComMMM400$40,8760.01%
182Phillips 66 ComPSX276$38,9630.01%
183Intel Corp ComINTC1,207$37,3810.01%
184Dimentional US Targeted Value ETF25434V609711$36,8800.01%
185Chipotle Mexican Grill IncCMG550$34,4580.01%
186SPDR Technology ETF81369Y803141$31,8980.01%
187AT&T Inc ComT-PC1,603$30,6330.01%
188Knight-Swift Transportation Holdings Inc499049104612$30,5510.01%
189CVS Health Corp ComCVS462$27,2860.01%
190Adobe Inc ComADBE49$27,2210.01%
191Xylem IncXYL200$27,1260.01%
192John Hancock Multifactor Mid Cap ETF47804J206490$26,9700.01%
193Comcast Corp New Cl ACCZ642$25,1410.01%
194SPDR Health Care ETF81369Y209170$24,7780.01%
195Associated Banc Corp ComASBA1,169$24,7240.01%
196Analog Devices IncADI108$24,6520.01%
197Salesforce IncCRM93$23,9100.01%
198Palo Alto Networks IncPANW69$23,3920.01%
199General Dynamics CorpGD79$22,9210.01%
200Truist Financial Corp Com89832Q109570$22,1450.01%
201Marsh & McLennan Cos Inc Com571748102105$22,1260.01%
202Taiwan Semiconductor Manufacturing Co Ltd874039100124$21,5520.01%
203Honeywell International Com43851610697$20,7130.01%
204DuPont de Nemours IncDD250$20,1230.01%
205American Tower REIT Com03027X100103$20,0210.01%
206Home Depot Inc ComHD58$19,9660.01%
207TJX Companies Inc872540109180$19,8180.01%
208Schlumberger LtdSLB415$19,5800.01%
209SPDR Consumer Discretionary ETF81369Y407104$18,9700.01%
210Blackstone Group IncBX152$18,8180.01%
211Cencora Inc CorpCOR83$18,7000.01%
212Clover Health Investments CorpCLOV15,000$18,4500.01%
213Vanguard Dividend Appreciation ETF921908844100$18,2550.01%
214GSK PLCGLAXF466$17,9410.01%
215DFA Dimensional US Marketwide Value ETF25434V724446$17,5140.01%
216CDW Corporation DECDW78$17,4600.01%
217Intercontinental Exchange Inc45866F104124$16,9740.01%
218SPDR Industrial ETF81369Y704139$16,9400.01%
219Prudential Finl Inc ComPUKPF144$16,8750.01%
220Coca Cola Co ComKO259$16,4850.01%
221Bath & Body Wks IncBBWI418$16,3230.01%
222Grainger W W Inc38480210418$16,2400.01%
223Masco Corp ComMAS237$15,8010.01%
224Schwab US Dividend Equity ETF808524797200$15,5520.01%
225Nike Inc Cl BNKE205$15,4510.01%
226PGIM Active High Yield Bond ETF69344A206445$15,3480.01%
227Zimmer Biomet Holdings ComZBH141$15,3030.01%
228Microchip Technology IncMCHPP164$15,0060.01%
229McDonald's CorpMCD55$14,0160.00%
230iShares Tr S&P 400 Midcap Value Index ETF464287705123$13,9560.00%
231Walt Disney Co Com254687106136$13,5030.00%
232BlackRock Inc ComBLK17$13,3840.00%
233Boeing Co ComBA-PA73$13,2870.00%
234ITT Inc ComITT100$12,9180.00%
235Biogen Idec IncBIIB52$12,0550.00%
236PayPal Holdings IncPYPL204$11,8380.00%
237Schwab Charles Corp ComSCHW-PJ159$11,7170.00%
238Becton Dickinson & CoBDX47$10,9840.00%
239The Southern Company ComSOMN140$10,8600.00%
240Manpower Group IncMAN145$10,1210.00%
241Edison Intl Com281020107140$10,0530.00%
242Halliburton Holding CompanyHAL291$9,8300.00%
243Freeport-McMoRan IncFCX202$9,8170.00%
244Vanguard Emerging Markets Index ETF922042858211$9,2330.00%
245iShares Russell 1000 ETF46428762230$8,9260.00%
246Lauder Estee Cos Inc Cl A51843910476$8,0860.00%
247Consolidated Edison Inc ComED80$7,1540.00%
248Vanguard Small-Cap Value Index Fund ETF92290861137$6,7530.00%
249Bank of America Corp Com060505104169$6,7210.00%
250Corteva IncCTVA122$6,5810.00%
251Broadwind IncBWEN2,000$6,5600.00%
252DOW IncDOW122$6,4720.00%
253Trimbel IncTRMB100$5,5920.00%
254Smucker J M Co Com83269640549$5,3430.00%
255Solventum CorpSOLV100$5,2880.00%
256Starbucks Corp ComSBUX67$5,2160.00%
257General Motors Co Com37045V100100$4,6460.00%
258Gold Resource CorpGORO10,773$4,0240.00%
259Spirit AeroSystems Holdings Inc848574109100$3,2870.00%
260Carnival Corp ComCUKPF100$1,8720.00%
261Viatris IncVTRS12$1280.00%
262Contra Abiomed Inc CVR Line003CVR01631$10.00%