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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

COURIER CAPITAL LLC

Quarter ended Q1 2023 · Filed January 24, 2023 · Accession 0001015247-23-000001

Total Value
$867.8M
Positions
291
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (291)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642873091,078,058$63.1M7.27%
2ISHARES TR464287200124,341$47.8M5.51%
3ISHARES TR464287408310,740$45.1M5.19%
4APPLE INCAAPL309,399$40.2M4.63%
5VANGUARD INDEX FDS922908744152,499$21.4M2.47%
6JANUS DETROIT STR TR47103U886445,192$21.1M2.43%
7ISHARES TR464287630144,607$20.1M2.31%
8ISHARES TR464287705190,613$19.2M2.21%
9MICROSOFT CORPMSFT75,214$18.0M2.08%
10ISHARES TR464287465248,098$16.3M1.88%
11ISHARES TR464287606213,896$14.6M1.68%
12WISDOMTREE TRWT256,267$14.0M1.62%
13JOHNSON & JOHNSONJNJ76,325$13.5M1.55%
14ISHARES TR46428750755,504$13.4M1.55%
15SPDR SER TR78464A409233,963$11.9M1.37%
16VANGUARD INTL EQUITY INDEX F922042874212,113$11.8M1.36%
17ISHARES TR46429B747116,289$11.3M1.30%
18JPMORGAN CHASE & COVYLD81,111$10.9M1.25%
19PEPSICO INCPEP56,288$10.2M1.17%
20ISHARES TR46428765556,768$9.9M1.14%
21VISA INCV45,897$9.5M1.10%
22ISHARES TR46428764844,180$9.5M1.09%
23AMGEN INCAMGN35,957$9.4M1.09%
24SPDR SER TR78468R200300,270$9.1M1.05%
25CHEVRON CORP NEWCVX49,644$8.9M1.03%
26SPDR INDEX SHS FDS78463X202229,319$8.9M1.02%
27ALPHABET INCGOOG98,460$8.7M1.01%
28SPDR SER TR78464A508214,127$8.3M0.96%
29SPDR S&P 500 ETF TRSPY21,693$8.3M0.96%
30EXXON MOBIL CORPXOM66,925$7.4M0.85%
31VANGUARD INTL EQUITY INDEX F922042858180,993$7.1M0.81%
32VANGUARD SCOTTSDALE FDS92206C40991,774$6.9M0.80%
33MERCK & CO INCMRK60,702$6.7M0.78%
34CISCO SYS INCCSCO138,595$6.6M0.76%
35PROCTER AND GAMBLE CO74271810942,863$6.5M0.75%
36PFIZER INCPFE123,150$6.3M0.73%
37VANGUARD INDEX FDS92290861139,267$6.2M0.72%
38LINDE PLCLIN18,588$6.1M0.70%
39LOCKHEED MARTIN CORPLMT12,322$6.0M0.69%
40INVESCO EXCH TRD SLF IDX FDIVZ267,592$5.6M0.65%
41CVS HEALTH CORPCVS57,336$5.3M0.62%
42LIFE STORAGE INC53223X10753,411$5.3M0.61%
43AMAZON COM INCAMZN62,570$5.3M0.61%
44ISHARES TR46428780453,768$5.1M0.59%
45BOEING COBA-PA26,170$5.0M0.57%
46DISNEY WALT CO25468710655,228$4.8M0.55%
47INTEL CORPINTC181,523$4.8M0.55%
48M & T BK CORP55261F10432,249$4.7M0.54%
49LOWES COS INC54866110722,328$4.4M0.51%
50BANK AMERICA CORP060505104130,566$4.3M0.50%
51NORTHROP GRUMMAN CORPNOC7,854$4.3M0.49%
52ISHARES TR46428773949,937$4.2M0.48%
53ORACLE CORPORCL-PD50,793$4.2M0.48%
54ISHARES TR46429B65581,491$4.1M0.47%
55COSTCO WHSL CORP NEW22160K1058,952$4.1M0.47%
56INVESCO EXCH TRD SLF IDX FDIVZ192,217$3.9M0.45%
57ISHARES TR46428849776,987$3.8M0.44%
58UNILEVER PLCUNLYF72,266$3.6M0.42%
59MONDELEZ INTL INC60920710553,301$3.6M0.41%
60UNITED PARCEL SERVICE INCUPS20,081$3.5M0.40%
61INTERNATIONAL BUSINESS MACHSINTR24,350$3.4M0.40%
62BRISTOL-MYERS SQUIBB COCELG-RI43,735$3.1M0.36%
63ABBVIE INCABBV19,459$3.1M0.36%
64ISHARES TR46428748136,901$3.1M0.36%
65PAYCHEX INCPAYX26,567$3.1M0.35%
66PRUDENTIAL FINL INCPUKPF30,420$3.0M0.35%
67SCHWAB CHARLES CORPSCHW-PJ35,681$3.0M0.34%
68ABBOTT LABSABLZF26,508$2.9M0.34%
69DIAGEO PLCDGEAF16,314$2.9M0.33%
70RAYTHEON TECHNOLOGIES CORPRTX28,197$2.8M0.33%
71VALERO ENERGY CORPVLO21,847$2.8M0.32%
72VANGUARD INDEX FDS92290875114,952$2.7M0.32%
73HOME DEPOT INCHD8,532$2.7M0.31%
74MEDTRONIC PLCMDT34,463$2.7M0.31%
75ISHARES TR46428864653,450$2.7M0.31%
76MCDONALDS CORPMCD9,736$2.6M0.30%
77AMERICAN EXPRESS COAXP17,293$2.6M0.29%
78ISHARES TR46428729156,369$2.5M0.29%
793M COMMM20,989$2.5M0.29%
80COMCAST CORP NEWCCZ68,286$2.4M0.28%
81INVESCO QQQ TRIVZ8,805$2.3M0.27%
82HONEYWELL INTL INC43851610610,468$2.2M0.26%
83KIMBERLY-CLARK CORPKMB16,485$2.2M0.26%
84SPDR INDEX SHS FDS78463X88975,177$2.2M0.26%
85SPDR SER TR78464A47475,830$2.2M0.26%
86ISHARES TR46428749932,818$2.2M0.26%
87AUTOMATIC DATA PROCESSING INADP9,043$2.2M0.25%
88SPDR S&P MIDCAP 400 ETF TRMDY4,685$2.1M0.24%
89TEXAS INSTRS INC88250810412,402$2.0M0.24%
90CITIGROUP INCC-PR44,156$2.0M0.23%
91SPDR SER TR78464A87022,960$1.9M0.22%
92SELECT SECTOR SPDR TR81369Y20913,909$1.9M0.22%
93BECTON DICKINSON & COBDX7,232$1.8M0.21%
94MORGAN STANLEYMS-PQ21,397$1.8M0.21%
95EMERSON ELEC COEMR18,481$1.8M0.20%
96COCA COLA COKO26,580$1.7M0.19%
97WHIRLPOOL CORPWHR-PA11,770$1.7M0.19%
98ISHARES TR46428717615,574$1.7M0.19%
99SSGA ACTIVE ETF TR78467V60840,283$1.6M0.19%
100VERIZON COMMUNICATIONS INCVZ39,735$1.6M0.18%
101BERKSHIRE HATHAWAY INC DELBRK-A4,899$1.5M0.17%
102ISHARES TR46429B68923,184$1.5M0.17%
103SALESFORCE INCCRM10,812$1.4M0.17%
104BERKSHIRE HATHAWAY INC DELBRK-A3$1.4M0.16%
105ISHARES TR46428787914,805$1.4M0.16%
106AT&T INCT-PC71,767$1.3M0.15%
107CONOCOPHILLIPSCOP10,949$1.3M0.15%
108VANGUARD INDEX FDS9229085129,549$1.3M0.15%
109WISDOMTREE TRWT26,652$1.3M0.14%
110GOLDMAN SACHS GROUP INCGSCE3,625$1.2M0.14%
111ISHARES TR46428788711,203$1.2M0.14%
112FLEXSHARES TRFLEX23,480$1.2M0.14%
113SPDR SER TR78464A83918,410$1.2M0.14%
114ISHARES TR46428747311,088$1.2M0.13%
115ALPHABET INCGOOG12,968$1.1M0.13%
116WELLS FARGO CO NEW94974610126,580$1.1M0.13%
117ISHARES TR4642875568,343$1.1M0.13%
118COLGATE PALMOLIVE COCL12,877$1.0M0.12%
119ISHARES TR4642876144,674$1.0M0.12%
120UNITEDHEALTH GROUP INCUNH1,875$994,0880.11%
121ALLSTATE CORPALL-PJ7,242$982,0150.11%
122SANOFISNYNF20,163$976,4700.11%
123ISHARES TR46428723425,162$953,6400.11%
124CATERPILLAR INCCAT3,812$913,3070.11%
125ISHARES TR46429B69712,636$911,0560.10%
126WALMART INCWMT6,082$862,3670.10%
127VANGUARD WHITEHALL FDS9219464067,848$849,2320.10%
128GENERAL ELECTRIC CO3696043019,975$835,8220.10%
129VANGUARD INDEX FDS9229087694,327$827,2790.10%
130BP PLCBPPFF23,008$803,6690.09%
131NATIONAL FUEL GAS CONFG12,684$802,9250.09%
132VANGUARD INDEX FDS9229086293,865$787,7260.09%
133ISHARES TR46428848937,345$786,4810.09%
134NORFOLK SOUTHN CORP6558441083,143$774,4980.09%
135CLEVELAND-CLIFFS INC NEWCLF46,550$749,9210.09%
136ERIE INDTY CO29530P1023,000$746,1600.09%
137ISHARES TR4642876223,445$725,1710.08%
138ISHARES TR4642875984,660$706,6890.08%
139ZIMMER BIOMET HOLDINGS INCZBH5,534$705,5850.08%
140VANGUARD WHITEHALL FDS92194679411,825$704,4150.08%
141ASTRAZENECA PLCAZN10,017$679,1530.08%
142UNION PAC CORPUNP3,272$677,5330.08%
143SUNCOR ENERGY INC NEWSU21,196$672,5350.08%
144VANGUARD INDEX FDS9229085383,727$669,9660.08%
145CORNING INCGLW20,907$667,7700.08%
146ISHARES TR46432F84210,791$665,1570.08%
147SPDR SER TR78468R40827,059$655,9100.08%
148CSX CORPCSX20,907$647,6990.07%
149AVERY DENNISON CORPAVY3,578$647,6180.07%
150FEDEX CORPFDX3,642$630,7940.07%
151CARRIER GLOBAL CORPORATIONCARR15,219$627,7710.07%
152ISHARES TR46434V38113,060$618,2600.07%
153TOTALENERGIES SETTE9,914$615,4890.07%
154QUEST DIAGNOSTICS INCDGX3,924$613,8710.07%
155WEYERHAEUSER CO MTN BEWY19,802$613,8620.07%
156VANGUARD BD INDEX FDS9219378358,508$611,2150.07%
157PARAMOUNT GLOBAL92556H20635,933$606,5490.07%
158SCHLUMBERGER LTDSLB10,965$586,1890.07%
159ISHARES U S ETF TR46431W50711,854$584,0470.07%
160TARGET CORPTGT3,873$577,2320.07%
161HERSHEY COHSY2,489$576,4160.07%
162VANGUARD TAX-MANAGED FDS92194385813,646$572,7310.07%
163ADVANCED MICRO DEVICES INCAMD8,812$570,7530.07%
164BROADCOM INCAVGO1,012$565,8400.07%
165VANGUARD INDEX FDS9229083631,598$561,4410.06%
166MCKESSON CORPMCK1,468$550,6760.06%
167BANK NEW YORK MELLON CORP06405810012,087$550,2170.06%
168ISHARES TR4642885885,900$547,2250.06%
169VANGUARD INDEX FDS9229085952,704$542,2600.06%
170MICRON TECHNOLOGY INCMU10,563$527,9390.06%
171AMERICAN INTL GROUP INC0268747848,335$527,1050.06%
172WEC ENERGY GROUP INCWEC5,570$522,2430.06%
173DOW INCDOW10,306$519,3220.06%
174DUPONT DE NEMOURS INCDD7,566$519,2330.06%
175DEERE & CODE1,201$514,9410.06%
176APPLIED MATLS INC0382221055,274$513,5510.06%
177DANAHER CORPORATION2358511021,925$510,9340.06%
178TRAVELERS COMPANIES INCTRV2,718$509,5980.06%
179AIR PRODS & CHEMS INCAIIR1,580$487,0510.06%
180PHILIP MORRIS INTL INC7181721094,728$478,4980.06%
181CONSOLIDATED EDISON INCED5,002$476,7770.05%
182CLOROX CO DELCLX3,345$469,4040.05%
183KRAFT HEINZ COKHC11,520$468,9790.05%
184ANALOG DEVICES INCADI2,848$467,1570.05%
185US BANCORP DELUSB-PS10,614$462,8620.05%
186PIMCO ETF TR72201R8334,682$461,8790.05%
187THERMO FISHER SCIENTIFIC INCTMO836$460,3770.05%
188SELECT SECTOR SPDR TR81369Y8866,493$457,7570.05%
189NEXTERA ENERGY INCNEE-PW5,434$454,2820.05%
190WISDOMTREE TRWT12,444$443,5040.05%
191LILLY ELI & COLLY1,199$438,4850.05%
192GENERAL MLS INC3703341045,220$437,6970.05%
193MOOG INCMOG-B4,981$437,1330.05%
194ECOLAB INCECL2,981$433,9140.05%
195RIO TINTO PLCRTNTF6,051$430,8310.05%
196STRYKER CORPORATIONSYK1,748$427,3690.05%
197SHELL PLCRYDAF7,478$425,8720.05%
198TAYLOR DEVICES INCTAYD30,000$425,7000.05%
199OTIS WORLDWIDE CORPOTIS5,370$420,5250.05%
200TRANE TECHNOLOGIES PLCTT2,500$420,2250.05%
201ADOBE SYSTEMS INCORPORATEDADBE1,223$411,5760.05%
202YUM BRANDS INCYUM3,207$410,7530.05%
203TRANSMEDICS GROUP INCTMDX6,655$410,7470.05%
204QUALCOMM INCQCOM3,538$388,9680.04%
205CHUBB LIMITEDCB1,758$387,8150.04%
206APA CORPORATIONAPA8,200$382,7760.04%
207ACCENTURE PLC IRELANDACN1,428$381,0480.04%
208SOUTHERN COSOMN5,329$380,5440.04%
209META PLATFORMS INCMETA3,130$376,6640.04%
210VANGUARD WORLD FDS92204A7021,160$370,5160.04%
211PLUMAS BANCORPPLBC10,000$370,5000.04%
212ISHARES TR4642886123,614$370,2900.04%
213TE CONNECTIVITY LTDTEL3,185$365,6380.04%
214ISHARES TR4642886387,324$362,6110.04%
215CORTEVA INCCTVA6,153$361,6980.04%
216CIGNA CORP NEW1255231001,058$350,5580.04%
217INTERCONTINENTAL EXCHANGE IN45866F1043,371$345,8310.04%
218FINANCIAL INSTNS INC31758540414,163$345,0110.04%
219TAIWAN SEMICONDUCTOR MFG LTD8740391004,538$338,0360.04%
220WISDOMTREE TRWT5,312$329,0780.04%
221ISHARES TR4642877214,400$327,7560.04%
222SELECT SECTOR SPDR TR81369Y6059,566$327,1570.04%
223NICOLET BANKSHARES INCNIC4,017$320,5160.04%
224PUBLIC SVC ENTERPRISE GRP IN7445731065,198$318,4810.04%
225J P MORGAN EXCHANGE TRADED F46641Q3325,781$315,0070.04%
226HESS CORPHESM2,219$314,6990.04%
227NOVARTIS AGNVSEF3,469$314,6770.04%
228HSBC HLDGS PLCHBCYF9,927$309,3250.04%
229ALPS ETF TR00162Q4528,091$308,0400.04%
230PAYPAL HLDGS INCPYPL4,170$296,9870.03%
231V F CORPVFC10,732$296,3110.03%
23222ND CENTY GROUP INC90137F103319,587$294,1800.03%
233BIOGEN INCBIIB1,056$292,4280.03%
234PRUDENTIAL PLCPUKPF10,616$291,7280.03%
235EATON CORP PLCETN1,855$291,1040.03%
236ELEVANCE HEALTH INCELV560$287,2630.03%
237SMUCKER J M CO8326964051,810$286,8130.03%
238VANGUARD WORLD FDS92204A4053,390$280,4550.03%
239CHURCH & DWIGHT CO INCCHD3,466$279,3940.03%
240FLEXSHARES TRFLEX5,242$275,9390.03%
241FORD MTR CO DEL34537086023,544$273,8170.03%
242CONAGRA BRANDS INCCAG7,025$271,8680.03%
243DOMINION ENERGY INCD4,425$271,3410.03%
244FLEXSHARES TRFLEX11,517$270,8800.03%
245PARKER-HANNIFIN CORPPH927$269,7570.03%
246MARATHON PETE CORPMARA2,280$265,3950.03%
247AGILENT TECHNOLOGIES INCA1,734$259,5260.03%
248ZOETIS INCZTS1,755$257,1950.03%
249ISHARES INC46434G1035,429$253,5340.03%
250BLACKSTONE INCBX3,400$252,2460.03%
251VANGUARD WORLD FDS92204A5041,013$251,2750.03%
252SELECT SECTOR SPDR TR81369Y8032,010$250,1240.03%
253ISHARES TR46432F3702,185$248,4970.03%
254ULTA BEAUTY INCULTA525$246,2620.03%
255ENBRIDGE INCENNPF6,297$246,2130.03%
256SPDR SER TR78464A8132,994$246,1370.03%
257STERIS PLCSTE1,329$245,4530.03%
258ALTRIA GROUP INCMO5,337$243,9540.03%
259ALPHATEC HLDGS INCATEC19,100$235,8850.03%
260ITT INCITT2,908$235,8390.03%
261LIBERTY MEDIA CORP DELFWONB3,903$233,3210.03%
262VANGUARD INDEX FDS9229085532,827$233,1710.03%
263COSTAR GROUP INCCSGP3,015$232,9990.03%
264AMPHENOL CORP NEW0320951013,040$231,4660.03%
265VANGUARD SPECIALIZED FUNDS9219088441,503$228,2310.03%
266AMERIPRISE FINL INC03076C106730$227,3000.03%
267ISHARES INC4642865334,205$223,0750.03%
268INTERNATIONAL FLAVORS&FRAGRA4595061012,116$221,8410.03%
269CAMECO CORPCCJ9,662$219,0380.03%
270WEST PHARMACEUTICAL SVSC INC955306105922$216,9930.03%
271OCCIDENTAL PETE CORP6745991053,443$216,8750.02%
272FISERV INCFISV2,123$214,5720.02%
273D R HORTON INC23331A1092,386$212,6880.02%
274TAPESTRY INCTPR5,548$211,2680.02%
275KLA CORPKLAC560$211,1370.02%
276VANGUARD WORLD FDS92204A6031,150$210,0360.02%
277NIKE INCNKE1,791$209,5910.02%
278INTERPUBLIC GROUP COS INCINTR6,289$209,4870.02%
279ILLINOIS TOOL WKS INC452308109947$208,6240.02%
280JOHNSON CTLS INTL PLCG515021053,239$207,2960.02%
281SYSCO CORPSYY2,705$206,7970.02%
282GENERAL DYNAMICS CORPGD830$205,9310.02%
283L3HARRIS TECHNOLOGIES INCLHX989$205,9200.02%
284CANADIAN NATL RY CO1363751021,730$205,6620.02%
285CAMPBELL SOUP COCPB3,580$203,1590.02%
286AMERICAN TOWER CORP NEW03027X100955$202,3260.02%
287NORTHWEST BANCSHARES INC MDNWBI12,235$171,0450.02%
288WARNER BROS DISCOVERY INCWBD14,255$135,1370.02%
289NUVEEN NEW YORK AMT QLT MUNINU10,000$102,6000.01%
290AMPIO PHARMACEUTICALS INC03209T20838,326$8,6310.00%
291ATHENEX INCATHS55,000$8,1130.00%