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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 Q2 2023 · Filed May 18, 2023 · Accession 0001015247-23-000003

Total Value
$905.0M
Positions
287
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (287)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642873091,084,064$69.3M7.65%
2ISHARES TR464287200125,629$51.6M5.71%
3APPLE INCAAPL306,955$50.6M5.59%
4ISHARES TR464287408309,636$47.0M5.19%
5MICROSOFT CORPMSFT74,994$21.6M2.39%
6JANUS DETROIT STR TR47103U886442,870$21.1M2.34%
7VANGUARD INDEX FDS922908744151,127$20.9M2.31%
8ISHARES TR464287705196,229$20.2M2.23%
9ISHARES TR464287630146,972$20.1M2.23%
10ISHARES TR464287465250,862$17.9M1.98%
11ISHARES TR464287606217,679$15.6M1.72%
12SPDR SER TR78464A409277,770$15.4M1.70%
13WISDOMTREE TRWT259,970$15.2M1.67%
14ISHARES TR46428750755,156$13.8M1.52%
15VANGUARD INTL EQUITY INDEX F922042874220,200$13.4M1.48%
16JOHNSON & JOHNSONJNJ76,538$11.9M1.31%
17ISHARES TR46429B747113,833$11.3M1.25%
18ISHARES TR46428765558,172$10.4M1.15%
19JPMORGAN CHASE & COVYLD79,306$10.3M1.14%
20SPDR INDEX SHS FDS78463X202228,788$10.3M1.14%
21VISA INCV45,440$10.2M1.13%
22ALPHABET INCGOOG98,438$10.2M1.13%
23ISHARES TR46428764844,738$10.1M1.12%
24SPDR SER TR78464A508248,492$10.1M1.12%
25PEPSICO INCPEP55,423$10.1M1.12%
26SPDR S&P 500 ETF TRSPY22,677$9.3M1.03%
27SPDR SER TR78468R200293,048$8.9M0.99%
28AMGEN INCAMGN35,898$8.7M0.96%
29CHEVRON CORP NEWCVX47,777$7.8M0.86%
30VANGUARD INTL EQUITY INDEX F922042858189,646$7.7M0.85%
31CISCO SYS INCCSCO135,992$7.1M0.79%
32EXXON MOBIL CORPXOM63,640$7.0M0.77%
33LIFE STORAGE INC53223X10752,533$6.9M0.76%
34LINDE PLCLIN18,568$6.6M0.73%
35VANGUARD SCOTTSDALE FDS92206C40986,093$6.6M0.73%
36MERCK & CO INCMRK59,653$6.3M0.70%
37PROCTER AND GAMBLE CO74271810942,631$6.3M0.70%
38AMAZON COM INCAMZN61,059$6.3M0.70%
39VANGUARD INDEX FDS92290861139,594$6.3M0.69%
40LOCKHEED MARTIN CORPLMT12,297$5.8M0.64%
41DISNEY WALT CO25468710654,287$5.4M0.60%
42INVESCO EXCH TRD SLF IDX FDIVZ252,254$5.3M0.59%
43BOEING COBA-PA25,020$5.3M0.59%
44ISHARES TR46428780453,094$5.1M0.57%
45INTEL CORPINTC150,670$4.9M0.54%
46PFIZER INCPFE117,949$4.8M0.53%
47ORACLE CORPORCL-PD49,081$4.6M0.50%
48COSTCO WHSL CORP NEW22160K1058,878$4.4M0.49%
49ISHARES TR46428773951,109$4.3M0.48%
50LOWES COS INC54866110720,828$4.2M0.46%
51CVS HEALTH CORPCVS55,749$4.1M0.46%
52ISHARES TR46428849776,735$4.1M0.45%
53INVESCO EXCH TRD SLF IDX FDIVZ189,550$3.9M0.43%
54M & T BK CORP55261F10432,470$3.9M0.43%
55UNITED PARCEL SERVICE INCUPS19,840$3.8M0.43%
56ISHARES TR46429B65574,076$3.7M0.41%
57BANK AMERICA CORP060505104129,110$3.7M0.41%
58UNILEVER PLCUNLYF71,095$3.7M0.41%
59MONDELEZ INTL INC60920710552,359$3.7M0.40%
60ISHARES TR46428748135,594$3.2M0.36%
61INTERNATIONAL BUSINESS MACHSINTR23,712$3.1M0.34%
62ABBVIE INCABBV19,241$3.1M0.34%
63PAYCHEX INCPAYX26,567$3.0M0.34%
64INVESCO QQQ TRIVZ9,424$3.0M0.33%
65BRISTOL-MYERS SQUIBB COCELG-RI42,418$2.9M0.32%
66ISHARES TR46428729153,899$2.9M0.32%
67ISHARES TR464288489139,156$2.9M0.32%
68VANGUARD INDEX FDS92290875114,991$2.8M0.31%
69DIAGEO PLCDGEAF15,680$2.8M0.31%
70MEDTRONIC PLCMDT34,484$2.8M0.31%
71RAYTHEON TECHNOLOGIES CORPRTX27,773$2.7M0.30%
72ISHARES TR46428864653,750$2.7M0.30%
73MCDONALDS CORPMCD9,701$2.7M0.30%
74AMERICAN EXPRESS COAXP16,335$2.7M0.30%
75VALERO ENERGY CORPVLO19,196$2.7M0.30%
76COMCAST CORP NEWCCZ68,467$2.6M0.29%
77SPDR INDEX SHS FDS78463X88979,325$2.5M0.28%
78ABBOTT LABSABLZF24,874$2.5M0.28%
79PRUDENTIAL FINL INCPUKPF30,245$2.5M0.28%
80SCHWAB CHARLES CORPSCHW-PJ45,482$2.4M0.26%
81SPDR SER TR78464A47478,287$2.3M0.26%
82ISHARES TR46428749932,818$2.3M0.25%
83KIMBERLY-CLARK CORPKMB16,825$2.3M0.25%
84SPDR S&P MIDCAP 400 ETF TRMDY4,857$2.2M0.25%
853M COMMM20,652$2.2M0.24%
86SALESFORCE INCCRM10,651$2.1M0.24%
87HOME DEPOT INCHD7,194$2.1M0.23%
88CITIGROUP INCC-PR45,056$2.1M0.23%
89TEXAS INSTRS INC88250810410,702$2.0M0.22%
90AUTOMATIC DATA PROCESSING INADP8,918$2.0M0.22%
91SELECT SECTOR SPDR TR81369Y20915,122$2.0M0.22%
92HONEYWELL INTL INC4385161069,618$1.8M0.20%
93ISHARES TR46428717616,054$1.8M0.20%
94BECTON DICKINSON & COBDX7,007$1.7M0.19%
95SPDR SER TR78464A87022,110$1.7M0.19%
96MORGAN STANLEYMS-PQ18,922$1.7M0.18%
97EMERSON ELEC COEMR18,441$1.6M0.18%
98WHIRLPOOL CORPWHR-PA11,895$1.6M0.17%
99COCA COLA COKO25,130$1.6M0.17%
100VERIZON COMMUNICATIONS INCVZ38,216$1.5M0.16%
101SSGA ACTIVE ETF TR78467V60835,658$1.5M0.16%
102ISHARES TR46428787915,755$1.5M0.16%
103SPDR SER TR78464A83922,179$1.5M0.16%
104BERKSHIRE HATHAWAY INC DELBRK-A3$1.4M0.15%
105ALPHABET INCGOOG13,335$1.4M0.15%
106BERKSHIRE HATHAWAY INC DELBRK-A4,399$1.4M0.15%
107NORTHROP GRUMMAN CORPNOC2,914$1.3M0.15%
108AT&T INCT-PC69,744$1.3M0.15%
109VANGUARD INDEX FDS9229085129,994$1.3M0.15%
110WISDOMTREE TRWT26,803$1.3M0.15%
111ISHARES TR46429B68919,673$1.3M0.15%
112ISHARES TR46428788711,461$1.3M0.14%
113GOLDMAN SACHS GROUP INCGSCE3,610$1.2M0.13%
114ISHARES TR46428747311,088$1.2M0.13%
115ISHARES TR4642876144,674$1.1M0.13%
116ISHARES TR4642875568,562$1.1M0.12%
117CONOCOPHILLIPSCOP10,749$1.1M0.12%
118SANOFISNYNF19,041$1.0M0.11%
119FLEXSHARES TRFLEX19,317$1.0M0.11%
120ISHARES TR46428723425,257$996,6410.11%
121WELLS FARGO CO NEW94974610125,785$963,8420.11%
122COLGATE PALMOLIVE COCL12,812$962,8220.11%
123VANGUARD INDEX FDS9229087694,548$928,2470.10%
124ISHARES TR46429B69712,526$911,1410.10%
125VANGUARD INDEX FDS9229086294,260$898,5190.10%
126WALMART INCWMT6,044$891,2170.10%
127VANGUARD WHITEHALL FDS92194679414,369$890,1600.10%
128CATERPILLAR INCCAT3,813$872,5710.10%
129ADVANCED MICRO DEVICES INCAMD8,812$863,6640.10%
130CLEVELAND-CLIFFS INC NEWCLF46,250$847,7630.09%
131ISHARES TR4642876223,715$836,6540.09%
132GENERAL ELECTRIC CO3696043018,614$823,5180.09%
133VANGUARD WHITEHALL FDS9219464067,793$822,1620.09%
134FEDEX CORPFDX3,582$818,4510.09%
135UNITEDHEALTH GROUP INCUNH1,665$786,8620.09%
136BP PLCBPPFF20,598$781,4880.09%
137VANGUARD INDEX FDS9229085383,944$768,6460.08%
138CORNING INCGLW20,907$737,5990.08%
139SPDR SER TR78468R40829,414$730,6440.08%
140ISHARES TR46432F84210,826$723,7180.08%
141NATIONAL FUEL GAS CONFG12,488$721,0360.08%
142ZIMMER BIOMET HOLDINGS INCZBH5,454$704,6570.08%
143ISHARES TR4642875984,610$701,9190.08%
144TAYLOR DEVICES INCTAYD35,000$701,4000.08%
145ERIE INDTY CO29530P1023,000$694,9800.08%
146VANGUARD BD INDEX FDS9219378359,364$691,3440.08%
147ISHARES TR46434V38112,914$680,5680.08%
148ASTRAZENECA PLCAZN9,717$674,4570.07%
149UNION PAC CORPUNP3,272$658,5230.07%
150SUNCOR ENERGY INC NEWSU21,180$657,6250.07%
151ALLSTATE CORPALL-PJ5,884$652,0060.07%
152APPLIED MATLS INC0382221055,276$647,9990.07%
153CSX CORPCSX20,907$625,9560.07%
154TARGET CORPTGT3,748$620,7810.07%
155VANGUARD TAX-MANAGED FDS92194385813,648$616,4970.07%
156AVERY DENNISON CORPAVY3,442$615,8770.07%
157VANGUARD INDEX FDS9229085952,807$607,4630.07%
158BROADCOM INCAVGO944$605,6140.07%
159VANGUARD INDEX FDS9229083631,598$600,9600.07%
160WEYERHAEUSER CO MTN BEWY19,802$596,6340.07%
161TOTALENERGIES SETTE9,995$590,2340.07%
162CARRIER GLOBAL CORPORATIONCARR12,645$578,4950.06%
163ISHARES TR4642885886,074$575,3900.06%
164QUEST DIAGNOSTICS INCDGX3,924$555,1680.06%
165HERSHEY COHSY2,174$553,1330.06%
166CLOROX CO DELCLX3,461$547,6690.06%
167NORFOLK SOUTHN CORP6558441082,543$539,1160.06%
168SCHLUMBERGER LTDSLB10,965$538,3820.06%
169ISHARES U S ETF TR46431W50710,854$538,3580.06%
170ANALOG DEVICES INCADI2,683$529,1410.06%
171WEC ENERGY GROUP INCWEC5,570$527,9800.06%
172MCKESSON CORPMCK1,468$522,6810.06%
173BANK NEW YORK MELLON CORP06405810011,437$519,6830.06%
174MICRON TECHNOLOGY INCMU8,515$513,7950.06%
175DOW INCDOW9,230$505,9970.06%
176TRANSMEDICS GROUP INCTMDX6,655$503,9830.06%
177MOOG INCMOG-B4,981$501,8360.06%
178STRYKER CORPORATIONSYK1,748$499,0020.06%
179ECOLAB INCECL2,981$493,4450.05%
180DANAHER CORPORATION2358511021,925$485,1770.05%
181THERMO FISHER SCIENTIFIC INCTMO836$481,8450.05%
182ADOBE SYSTEMS INCORPORATEDADBE1,230$474,0050.05%
183TRAVELERS COMPANIES INCTRV2,718$465,8920.05%
184DUPONT DE NEMOURS INCDD6,488$465,6320.05%
185DEERE & CODE1,126$464,9030.05%
186TRANE TECHNOLOGIES PLCTT2,500$459,9500.05%
187PHILIP MORRIS INTL INC7181721094,726$459,5900.05%
188AIR PRODS & CHEMS INCAIIR1,580$453,7920.05%
189PIMCO ETF TR72201R8334,564$452,9770.05%
190QUALCOMM INCQCOM3,538$451,3780.05%
191SELECT SECTOR SPDR TR81369Y8866,493$439,5110.05%
192J P MORGAN EXCHANGE TRADED F46641Q3328,013$437,5100.05%
193KRAFT HEINZ COKHC11,254$435,1920.05%
194GENERAL MLS INC3703341045,090$434,9910.05%
195MARATHON PETE CORPMARA3,221$434,3420.05%
196CONSOLIDATED EDISON INCED4,503$430,8260.05%
197META PLATFORMS INCMETA2,022$428,5430.05%
198YUM BRANDS INCYUM3,207$423,5810.05%
199NEXTERA ENERGY INCNEE-PW5,434$418,8530.05%
200SHELL PLCRYDAF7,278$418,7760.05%
201TE CONNECTIVITY LTDTEL3,185$417,7130.05%
202ISHARES TR4642886123,974$415,2430.05%
203RIO TINTO PLCRTNTF6,051$415,0990.05%
204VANGUARD WORLD FDS92204A7021,070$412,4530.05%
205LILLY ELI & COLLY1,190$408,5220.05%
206ISHARES TR4642877214,400$408,3640.05%
207NVIDIA CORPORATIONNVDA1,460$405,5440.04%
208OTIS WORLDWIDE CORPOTIS4,783$403,6850.04%
209AMERICAN INTL GROUP INC0268747847,835$394,5710.04%
210ACCENTURE PLC IRELANDACN1,336$381,8420.04%
211GE HEALTHCARE TECHNOLOGIES IGEHC4,646$381,1110.04%
212US BANCORP DELUSB-PS10,321$372,0600.04%
213SOUTHERN COSOMN5,277$367,1740.04%
214STERIS PLCSTE1,807$345,6430.04%
215SELECT SECTOR SPDR TR81369Y60510,681$343,3940.04%
216CHUBB LIMITEDCB1,758$341,3680.04%
217PLUMAS BANCORPPLBC10,000$340,6000.04%
218ALPS ETF TR00162Q4528,707$336,5250.04%
219PUBLIC SVC ENTERPRISE GRP IN7445731065,198$324,6150.04%
220PAYPAL HLDGS INCPYPL4,231$321,3020.04%
221EATON CORP PLCETN1,855$317,8810.04%
222NOVARTIS AGNVSEF3,444$316,8170.04%
223PARKER-HANNIFIN CORPPH927$311,5740.03%
224CHURCH & DWIGHT CO INCCHD3,466$306,4290.03%
225FORD MTR CO DEL34537086024,244$305,4740.03%
226HSBC HLDGS PLCHBCYF8,904$303,8940.03%
227SELECT SECTOR SPDR TR81369Y8032,010$303,5300.03%
228APA CORPORATIONAPA8,300$299,2980.03%
229WEST PHARMACEUTICAL SVSC INC955306105862$298,6570.03%
230CORTEVA INCCTVA4,942$298,0500.03%
231ALPHATEC HLDGS INCATEC19,100$297,9600.03%
232WISDOMTREE TRWT4,780$295,6910.03%
233BLACKSTONE INCBX3,350$294,2640.03%
234BIOGEN INCBIIB1,056$293,6000.03%
235PRUDENTIAL PLCPUKPF10,616$290,2410.03%
236FINANCIAL INSTNS INC31758540414,974$288,6990.03%
237SMUCKER J M CO8326964051,810$284,8400.03%
238FLEXSHARES TRFLEX5,242$277,8270.03%
239IQVIA HLDGS INCIQV1,379$274,2690.03%
240THE CIGNA GROUP1255231001,058$270,3510.03%
241HESS CORPHESM2,041$270,1060.03%
242ELEVANCE HEALTH INCELV580$266,6900.03%
243FLEXSHARES TRFLEX11,015$266,2330.03%
244ISHARES TR4642888775,473$265,6050.03%
245ZOETIS INCZTS1,588$264,3070.03%
246VANGUARD WORLD FDS92204A4053,390$264,0470.03%
247ULTA BEAUTY INCULTA469$255,9190.03%
248NICOLET BANKSHARES INCNIC4,017$253,2720.03%
249ISHARES INC46434G1035,169$252,1960.03%
250SPDR SER TR78464A8132,994$251,5860.03%
251ITT INCITT2,908$250,9600.03%
252V F CORPVFC10,732$245,8700.03%
25322ND CENTY GROUP INC90137F103319,587$245,7620.03%
254XYLEM INCXYL2,311$241,9620.03%
255TAIWAN SEMICONDUCTOR MFG LTD8740391002,598$241,6660.03%
256VANGUARD WORLD FDS92204A5041,013$241,5600.03%
257CONAGRA BRANDS INCCAG6,423$241,2480.03%
258AGILENT TECHNOLOGIES INCA1,734$239,9120.03%
259MICROCHIP TECHNOLOGY INC.MCHPP2,811$235,5120.03%
260ALTRIA GROUP INCMO5,262$234,7900.03%
261VANGUARD INDEX FDS9229085532,827$234,7540.03%
262VANGUARD SPECIALIZED FUNDS9219088441,503$231,4770.03%
263ILLINOIS TOOL WKS INC452308109947$230,5470.03%
264AMERIPRISE FINL INC03076C106730$223,7450.02%
265KLA CORPKLAC560$223,5350.02%
266NIKE INCNKE1,791$219,6750.02%
267VANGUARD WORLD FDS92204A6031,150$219,0870.02%
268WISDOMTREE TRWT5,686$215,2720.02%
269OCCIDENTAL PETE CORP6745991053,438$214,6340.02%
270AMPHENOL CORP NEW0320951012,625$214,5150.02%
271FISERV INCFISV1,863$210,5750.02%
272ENBRIDGE INCENNPF5,511$210,2450.02%
273DOVER CORPDOV1,372$208,4620.02%
274COSTAR GROUP INCCSGP3,015$207,5830.02%
275WISDOMTREE TRWT4,794$206,6570.02%
276LAMB WESTON HLDGS INCLW1,961$204,9640.02%
277CANADIAN NATL RY CO1363751021,730$204,0880.02%
278SYSCO CORPSYY2,640$203,8870.02%
279INTERPUBLIC GROUP COS INCINTR5,438$202,5110.02%
280TAPESTRY INCTPR4,688$202,1000.02%
281WISDOMTREE TRWT5,335$200,8540.02%
282ISHARES TR46432F3701,700$200,3620.02%
283WARNER BROS DISCOVERY INCWBD12,771$192,8420.02%
284NORTHWEST BANCSHARES INC MDNWBI12,235$147,1870.02%
285SERVOTRONICS INC81773210010,000$106,0000.01%
286NUVEEN NEW YORK AMT QLT MUNINU10,000$105,7000.01%
287AMPIO PHARMACEUTICALS INC03209T20821,943$5,1130.00%