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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

CLARK FINANCIAL SERVICES GROUP INC /BD

Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001001011-24-000006

Total Value
$109.9M
Positions
130
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (130)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS S&P 500 ETF SHS92290836347,984$25.3M23.04%
2VANGUARD INDEX FDS VALUE ETF92290874471,062$12.4M11.29%
3SPDR S&P 500 ETF TR TR UNITSPY19,561$11.2M10.21%
4VANGUARD INDEX FDS GROWTH ETF92290873626,052$10.0M9.10%
5MICROSOFT CORPMSFT9,578$4.1M3.75%
6APPLE INCAAPL17,121$4.0M3.63%
7SCHWAB STRATEGIC TR US DIVIDEND EQ80852479743,924$3.7M3.38%
8APPLE INCAAPL15,211$3.5M3.22%
9VANGUARD INDEX FDS MCAP GR INDXVIP92290853813,958$3.4M3.09%
10INTERNATIONAL BUSINESS MACHSINTR10,514$2.3M2.11%
11VANGUARD INDEX FDS MCAP VL IDXVIP92290851211,346$1.9M1.73%
12VISA INCV3,841$1.1M0.96%
13MASTERCARD INCORPORATEDMA2,052$1.0M0.92%
14MDU RES GROUP INC55269010930,352$831,9480.76%
15AMEREN CORPAEE8,243$720,9330.66%
16NVIDIA CORPORATIONNVDA5,763$699,9100.64%
17KNIFE RIVER CORPKNF7,588$678,2910.62%
18MDU RES GROUP INC55269010921,917$600,7450.55%
19ISHARES TR CORE S&P500 ETF464287200951$548,5560.50%
20ECOLAB INCECL1,969$502,7450.46%
21KNIFE RIVER CORPKNF5,479$489,7680.45%
22BERKSHIRE HATHAWAY INC DELBRK-A1,037$477,2900.43%
23META PLATFORMS INCMETA822$470,5950.43%
24LOWES COS INC5486611071,730$468,5710.43%
25UNITEDHEALTH GROUP INCUNH793$463,6510.42%
26CASS INFORMATION SYS INCCASS11,000$456,2800.42%
27VANGUARD INDEX FDS VALUE ETF9229087442,570$448,6450.41%
28APPLIED MATLS INC0382221052,059$416,0210.38%
29VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT9219438587,379$389,6850.35%
30ABBVIE INCABBV1,929$381,0190.35%
31ELI LILLY & COLLY411$363,7410.33%
32ACCENTURE PLC IRELAND SHS CLASS AACN1,018$359,9290.33%
33HOME DEPOT INCHD823$333,5570.30%
34BANK AMERICA CORP0605051048,365$331,9220.30%
35ISHARES BITCOIN TRUST ETF SHS BEN INTIBIT9,180$331,6730.30%
36ALTRIA GROUP INCMO6,416$327,4820.30%
37AMAZON COM INCAMZN1,749$325,8910.30%
38T-MOBILE US INCTMUSZ1,526$314,8420.29%
39AT&T INCT-PC13,740$302,2830.28%
40EAST WEST BANCORP INCEWBC3,522$291,4100.27%
41VANGUARD MUN BD FDS TAX EXEMPT BD9229077465,632$287,9080.26%
42REGIONS FINANCIAL CORP NEWRF-PF12,283$286,5510.26%
43PULTE GROUP INC7458671011,980$284,1890.26%
44JUNIPER NETWORKS INC48203R1047,217$281,3190.26%
45BROADCOM INCAVGO1,612$277,9980.25%
46LAM RESEARCH CORPLRCX337$275,0280.25%
47PROCTER AND GAMBLE CO7427181091,574$272,6640.25%
48TAYLOR MORRISON HOME CORPTMHC3,877$272,3980.25%
49LEIDOS HOLDINGS INCLDOS1,670$272,1690.25%
50AMGEN INCAMGN818$263,5680.24%
51HCA HEALTHCARE INCHCA643$261,3340.24%
52NVIDIA CORPORATIONNVDA2,105$255,6310.23%
53VANGUARD INDEX FDS GROWTH ETF922908736663$254,5460.23%
54ISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF4642876551,147$253,3610.23%
55ALPHABET INCGOOG1,509$252,2260.23%
56JPMORGAN CHASE & CO.VYLD1,181$249,0260.23%
57CHEVRON CORP NEWCVX1,679$247,2240.22%
58GENERAL DYNAMICS CORPGD810$244,8360.22%
59BLACKROCK INCBLK254$241,2270.22%
60VANGUARD INDEX FDS S&P 500 ETF SHS922908363449$236,9350.22%
61CARLISLE COS INC142339100524$235,6690.21%
62CARDINAL HEALTH INCCAH2,077$229,5300.21%
63BRISTOL-MYERS SQUIBB COCELG-RI4,340$224,5480.20%
64ISHARES INC CORE MSCI EMKT46434G1033,833$220,0530.20%
65AMERICAN EXPRESS COAXP807$218,8580.20%
66TG THERAPEUTICS INCTGTX9,190$214,9540.20%
67COMCAST CORP NEWCCZ5,127$214,1550.19%
68OWENS CORNING NEWOC1,200$211,8240.19%
69BUNGE GLOBAL SABG2,188$211,4550.19%
70ENOVIX CORPORATIONENVX22,167$207,0400.19%
71ALBEMARLE CORPALB-PA2,109$199,7430.18%
72VANGUARD INDEX FDS TOTAL STK MKT922908769654$185,1910.17%
73DEVON ENERGY CORP NEW25179M1034,633$181,2390.16%
74ARISTA NETWORKS INCANET435$166,9620.15%
75BROADCOM INCAVGO960$165,6000.15%
76PEPSICO INCPEP973$165,4800.15%
77SALESFORCE INCCRM587$160,6680.15%
78TAYLOR MORRISON HOME CORPTMHC2,271$159,5600.15%
79ISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF464287655711$157,0530.14%
80LEIDOS HOLDINGS INCLDOS962$156,8060.14%
81ADOBE INCADBE296$153,2630.14%
82TAPESTRY INCTPR3,214$150,9940.14%
83ABBVIE INCABBV747$147,5180.13%
84AMAZON COM INCAMZN787$146,6420.13%
85ARES CAPITAL CORPARCC6,725$140,8220.13%
86L3HARRIS TECHNOLOGIES INCLHX590$140,3430.13%
87MICRON TECHNOLOGY INCMU1,339$138,8680.13%
88JUNIPER NETWORKS INC48203R1043,560$138,7690.13%
89CADENCE DESIGN SYSTEM INCCDNS510$138,2250.13%
90EVEREST GROUP LTDEG341$133,6140.12%
91CARDINAL HEALTH INCCAH1,195$132,0710.12%
92ALTRIA GROUP INCMO2,515$128,3660.12%
93GENERAL DYNAMICS CORPGD410$123,9020.11%
94INTERNATIONAL BUSINESS MACHSINTR535$118,2780.11%
95LAM RESEARCH CORPLRCX144$117,5160.11%
96ENOVIX CORPORATIONENVX12,569$117,3940.11%
97BUNGE GLOBAL SABG1,205$116,4510.11%
98TG THERAPEUTICS INCTGTX4,682$109,5120.10%
99META PLATFORMS INCMETA182$104,1840.09%
100CHEVRON CORP NEWCVX703$103,5310.09%
101SPDR S&P 500 ETF TR TR UNITSPY176$100,9820.09%
102ALBEMARLE CORPALB-PA1,003$94,9940.09%
103DEVON ENERGY CORP NEW25179M1032,426$94,9050.09%
104VANGUARD INDEX FDS MCAP GR INDXVIP922908538388$94,4660.09%
105ARISTA NETWORKS INCANET235$90,1980.08%
106BRISTOL-MYERS SQUIBB COCELG-RI1,710$88,4750.08%
107PEPSICO INCPEP518$88,0350.08%
108TAPESTRY INCTPR1,850$86,9130.08%
109AT&T INCT-PC3,949$86,8780.08%
110SALESFORCE INCCRM290$79,3760.07%
111CADENCE DESIGN SYSTEM INCCDNS289$78,3280.07%
112L3HARRIS TECHNOLOGIES INCLHX324$77,0700.07%
113EVEREST GROUP LTDEG195$76,4070.07%
114ARES CAPITAL CORPARCC3,605$75,4890.07%
115ADOBE INCADBE144$74,5600.07%
116MICRON TECHNOLOGY INCMU694$71,9750.07%
117BANK AMERICA CORP0605051041,798$71,3450.06%
118AMEREN CORPAEE808$70,6680.06%
119VANGUARD INDEX FDS TOTAL STK MKT922908769200$56,6320.05%
120VANGUARD INDEX FDS MCAP VL IDXVIP922908512296$49,6300.05%
121BERKSHIRE HATHAWAY INC DELBRK-A72$33,1390.03%
122CHARGEPOINT HOLDINGS INCCHPT22,959$31,4540.03%
123SCHWAB STRATEGIC TR US DIVIDEND EQ808524797347$29,3320.03%
124ELI LILLY & COLLY25$22,1490.02%
125PROCTER AND GAMBLE CO742718109115$19,9180.02%
126ALPHABET INCGOOG100$16,7590.02%
127CHARGEPOINT HOLDINGS INCCHPT10,969$15,0280.01%
128MICROSOFT CORPMSFT30$12,9090.01%
129COMCAST CORP NEWCCZ273$11,4030.01%
130OWENS CORNING NEWOC60$10,5910.01%