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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

Smith, Salley & Associates

Quarter ended Q1 2023 · Filed February 3, 2023 · Accession 0001062993-23-002080

Total Value
$1.17B
Positions
352
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (352)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT171,527$41.1M3.52%
2APPLE INCAAPL286,392$37.2M3.18%
3ABBVIE INCABBV131,782$21.3M1.82%
4CHEVRON CORP NEWCVX110,655$19.9M1.70%
5JPMORGAN CHASE & COVYLD147,341$19.8M1.69%
6MICROSOFT CORPMSFT81,868$19.6M1.68%
7BERKSHIRE HATHAWAY INC DELBRK-A63,194$19.5M1.67%
8APPLE INCAAPL134,182$17.4M1.49%
9PROCTER AND GAMBLE CO742718109113,278$17.2M1.47%
10THERMO FISHER SCIENTIFIC INCTMO30,995$17.1M1.46%
11LOWES COS INC54866110782,571$16.5M1.41%
12TJX COS INC NEW872540109205,449$16.4M1.40%
13VISA INCV78,094$16.2M1.39%
14ALPHABET INCGOOG164,788$14.6M1.25%
15DIAGEO PLCDGEAF80,202$14.3M1.22%
16PEPSICO INCPEP78,296$14.1M1.21%
17AMAZON COM INCAMZN168,257$14.1M1.21%
18MERCK & CO INCMRK126,487$14.0M1.20%
19RAYTHEON TECHNOLOGIES CORPRTX136,729$13.8M1.18%
20ABBOTT LABSABLZF117,101$12.9M1.10%
21AMETEK INCAME91,714$12.8M1.10%
22BERKSHIRE HATHAWAY INC DELBRK-A38,302$11.8M1.01%
23MASTERCARD INCORPORATEDMA33,701$11.7M1.00%
24ANALOG DEVICES INCADI70,097$11.5M0.98%
25CONSTELLATION BRANDS INCSTZ47,575$11.0M0.94%
26NXP SEMICONDUCTORS N VNXPI69,512$11.0M0.94%
27ROPER TECHNOLOGIES INCROP24,538$10.6M0.91%
28ABBVIE INCABBV62,922$10.2M0.87%
29UNION PAC CORPUNP48,746$10.1M0.86%
30LINDE PLCLIN30,929$10.1M0.86%
31SPDR S&P 500 ETF TRSPY25,418$9.7M0.83%
32BROOKFIELD CORP11271J107304,688$9.6M0.82%
33ACCENTURE PLC IRELANDACN35,814$9.6M0.82%
34HONEYWELL INTL INC43851610642,127$9.0M0.77%
35ALPHABET INCGOOG101,009$9.0M0.77%
36AMERICAN NATL BANKSHARES INC027745108240,022$8.9M0.76%
37MARKEL CORPMKL6,607$8.7M0.74%
38CHEVRON CORP NEWCVX48,346$8.7M0.74%
39S&P GLOBAL INCSPGI25,866$8.7M0.74%
40LABORATORY CORP AMER HLDGS50540R40936,699$8.6M0.74%
41VISA INCV40,220$8.4M0.71%
42TJX COS INC NEW872540109104,634$8.3M0.71%
43THERMO FISHER SCIENTIFIC INCTMO14,939$8.2M0.70%
44JPMORGAN CHASE & COVYLD60,545$8.1M0.69%
45PROCTER AND GAMBLE CO74271810953,564$8.1M0.69%
46ASML HOLDING N VASMLF14,791$8.1M0.69%
47LOWES COS INC54866110738,632$7.7M0.66%
48ISHARES TR46434V613169,498$7.6M0.65%
49JOHNSON & JOHNSONJNJ42,548$7.5M0.64%
50RAYTHEON TECHNOLOGIES CORPRTX72,794$7.3M0.63%
51PNC FINL SVCS GROUP INC69347510545,648$7.2M0.62%
52ISHARES TR46428744075,123$7.2M0.62%
53ISHARES TR464288620143,812$7.1M0.60%
54SPDR S&P 500 ETF TRSPY18,388$7.0M0.60%
55AMAZON COM INCAMZN82,882$7.0M0.60%
56MASTERCARD INCORPORATEDMA19,436$6.8M0.58%
57MERCK & CO INCMRK60,861$6.8M0.58%
58DISNEY WALT CO25468710675,773$6.6M0.56%
59NVIDIA CORPORATIONNVDA45,001$6.6M0.56%
60DIAGEO PLCDGEAF36,871$6.6M0.56%
61ISHARES TR46432F842106,173$6.5M0.56%
62MEDTRONIC PLCMDT82,346$6.4M0.55%
63META PLATFORMS INCMETA52,536$6.3M0.54%
64DUKE ENERGY CORP NEWDUKB61,194$6.3M0.54%
65XYLEM INCXYL56,985$6.3M0.54%
66AMETEK INCAME45,051$6.3M0.54%
67ABBOTT LABSABLZF57,057$6.3M0.54%
68DOMINION ENERGY INCD99,535$6.1M0.52%
69CHEMED CORP NEWCHE11,676$6.0M0.51%
70ANALOG DEVICES INCADI35,602$5.8M0.50%
71ROPER TECHNOLOGIES INCROP13,426$5.8M0.50%
72PEPSICO INCPEP31,588$5.7M0.49%
73BROADCOM INCAVGO10,062$5.6M0.48%
74NXP SEMICONDUCTORS N VNXPI34,635$5.5M0.47%
75CONSTELLATION BRANDS INCSTZ23,183$5.4M0.46%
76LINDE PLCLIN16,095$5.2M0.45%
77BROOKFIELD CORP11271J107165,119$5.2M0.44%
78CISCO SYS INCCSCO105,252$5.0M0.43%
79LABORATORY CORP AMER HLDGS50540R40920,806$4.9M0.42%
80S&P GLOBAL INCSPGI14,516$4.9M0.42%
81HONEYWELL INTL INC43851610622,662$4.9M0.42%
82FIRST BANCORP N C318910106112,894$4.8M0.41%
83UNION PAC CORPUNP23,229$4.8M0.41%
84VANGUARD WHITEHALL FDS92194640644,415$4.8M0.41%
85FIDELITY COVINGTON TRUST31609280849,911$4.7M0.40%
86ISHARES TR46428746570,484$4.6M0.40%
87ACCENTURE PLC IRELANDACN17,155$4.6M0.39%
88TE CONNECTIVITY LTDTEL38,262$4.4M0.38%
89MARKEL CORPMKL3,309$4.4M0.37%
90HOME DEPOT INCHD13,713$4.3M0.37%
91DOMINION ENERGY INCD69,333$4.3M0.36%
92INTEL CORPINTC160,035$4.2M0.36%
93ALPHABET INCGOOG47,735$4.2M0.36%
94MEDTRONIC PLCMDT53,397$4.1M0.35%
95ENBRIDGE INCENNPF99,596$3.9M0.33%
96XYLEM INCXYL34,590$3.8M0.33%
97PNC FINL SVCS GROUP INC69347510523,636$3.7M0.32%
98ASML HOLDING N VASMLF6,736$3.7M0.31%
99EATON CORP PLCETN23,268$3.7M0.31%
100HUNTINGTON BANCSHARES INCHBANP242,417$3.4M0.29%
101COCA COLA COKO53,222$3.4M0.29%
102STARBUCKS CORPSBUX31,993$3.2M0.27%
103TEXAS INSTRS INC88250810418,820$3.1M0.27%
104CHEMED CORP NEWCHE6,044$3.1M0.26%
105ISHARES TR46428861229,973$3.1M0.26%
106QUALCOMM INCQCOM27,776$3.1M0.26%
107JOHNSON & JOHNSONJNJ17,139$3.0M0.26%
108GENERAL MLS INC37033410435,163$2.9M0.25%
109DISNEY WALT CO25468710633,685$2.9M0.25%
110AMGEN INCAMGN10,935$2.9M0.25%
111AIR PRODS & CHEMS INCAIIR9,233$2.8M0.24%
112META PLATFORMS INCMETA23,324$2.8M0.24%
113BROADCOM INCAVGO5,013$2.8M0.24%
114NVIDIA CORPORATIONNVDA18,706$2.7M0.23%
115TRUIST FINL CORP89832Q10963,202$2.7M0.23%
116VANGUARD WORLD FDS92204A7028,025$2.6M0.22%
117BERKSHIRE HATHAWAY INC DELBRK-A8,110$2.5M0.21%
118EMERSON ELEC COEMR25,819$2.5M0.21%
119LOCKHEED MARTIN CORPLMT5,050$2.5M0.21%
120ISHARES TR46434V87848,906$2.4M0.21%
121CISCO SYS INCCSCO50,954$2.4M0.21%
122NIKE INCNKE20,548$2.4M0.21%
123FIDELITY COVINGTON TRUST31609260037,165$2.4M0.20%
124TARGET CORPTGT15,589$2.3M0.20%
125VANGUARD SPECIALIZED FUNDS92190884415,246$2.3M0.20%
126INVESCO EXCH TRADED FD TR IIIVZ89,252$2.3M0.20%
127TE CONNECTIVITY LTDTEL19,898$2.3M0.20%
128DIGITAL RLTY TR INC25386810322,746$2.3M0.20%
129ISHARES TR46434V61349,493$2.2M0.19%
130ABB LTDABLZF71,988$2.2M0.19%
131BROOKFIELD ASSET MANAGMT LTD11300410575,963$2.2M0.19%
132PAYCHEX INCPAYX18,692$2.2M0.18%
133FIDELITY COVINGTON TRUST31609250144,185$2.1M0.18%
134MONDELEZ INTL INC60920710531,210$2.1M0.18%
135CATERPILLAR INCCAT8,641$2.1M0.18%
136ISHARES INC46434G10343,262$2.0M0.17%
137UNITED PARCEL SERVICE INCUPS11,606$2.0M0.17%
138ISHARES TR46428744020,955$2.0M0.17%
139COCA COLA COKO31,496$2.0M0.17%
140J P MORGAN EXCHANGE TRADED F46641Q83739,045$2.0M0.17%
141EXXON MOBIL CORPXOM17,622$1.9M0.17%
142BANK AMERICA CORP06050510458,518$1.9M0.17%
143MOODYS CORPMCO6,695$1.9M0.16%
144VANGUARD INDEX FDS9229087699,752$1.9M0.16%
145ISHARES TR46428862037,848$1.9M0.16%
146AMERICAN EXPRESS COAXP12,512$1.8M0.16%
147DUKE ENERGY CORP NEWDUKB17,670$1.8M0.16%
148HOME DEPOT INCHD5,624$1.8M0.15%
149INTEL CORPINTC66,846$1.8M0.15%
150ISHARES TR46434V87835,182$1.8M0.15%
151US BANCORP DELUSB-PS40,065$1.7M0.15%
152CHUBB LIMITEDCB7,862$1.7M0.15%
153J P MORGAN EXCHANGE TRADED F46641Q83734,453$1.7M0.15%
154ENBRIDGE INCENNPF43,242$1.7M0.14%
155ARISTA NETWORKS INCANET13,840$1.7M0.14%
156COSTCO WHSL CORP NEW22160K1053,669$1.7M0.14%
157EXXON MOBIL CORPXOM15,069$1.7M0.14%
158AT&T INCT-PC87,757$1.6M0.14%
159TRUIST FINL CORP89832Q10937,538$1.6M0.14%
160TEXAS INSTRS INC8825081049,323$1.5M0.13%
161FIDELITY COVINGTON TRUST31609287348,945$1.5M0.13%
162BROOKFIELD RENEWABLE CORPBEPC54,770$1.5M0.13%
163VANGUARD INDEX FDS9229087366,913$1.5M0.13%
164GENERAL MLS INC37033410417,485$1.5M0.13%
165CROWN CASTLE INCCCI10,585$1.4M0.12%
166ADOBE SYSTEMS INCORPORATEDADBE4,261$1.4M0.12%
167AMCOR PLCAMCCF117,994$1.4M0.12%
168CME GROUP INCCME8,329$1.4M0.12%
169QUALCOMM INCQCOM12,639$1.4M0.12%
170FIDELITY COVINGTON TRUST31609220423,128$1.3M0.11%
171ISHARES TR46428745716,109$1.3M0.11%
172VANGUARD INDEX FDS9229086296,353$1.3M0.11%
173FIDELITY COVINGTON TRUST31609270925,205$1.3M0.11%
174IQVIA HLDGS INCIQV6,069$1.2M0.11%
175VERIZON COMMUNICATIONS INCVZ31,543$1.2M0.11%
176LILLY ELI & COLLY3,397$1.2M0.11%
177EATON CORP PLCETN7,857$1.2M0.11%
178UNILEVER PLCUNLYF23,954$1.2M0.10%
179PAYCHEX INCPAYX10,334$1.2M0.10%
180GARTNER INCIT3,488$1.2M0.10%
181SELECT SECTOR SPDR TR81369Y2098,393$1.1M0.10%
182MONDELEZ INTL INC60920710516,713$1.1M0.10%
183SELECT SECTOR SPDR TR81369Y60532,098$1.1M0.09%
184HUNTINGTON BANCSHARES INCHBANP77,214$1.1M0.09%
185AIR PRODS & CHEMS INCAIIR3,471$1.1M0.09%
186TARGET CORPTGT7,114$1.1M0.09%
187PFIZER INCPFE20,497$1.1M0.09%
188ISHARES TR46434V28226,829$1.0M0.09%
189ISHARES TR46428722610,780$1.0M0.09%
190FIDELITY COVINGTON TRUST31609230323,095$1.0M0.09%
191LOCKHEED MARTIN CORPLMT2,111$1.0M0.09%
192ISHARES TR4642872002,669$1.0M0.09%
193PROLOGIS INC.PLDGP8,806$992,6780.08%
194EMERSON ELEC COEMR10,248$984,3910.08%
195UNITEDHEALTH GROUP INCUNH1,744$924,8610.08%
196ISHARES TR4642876894,186$923,7170.08%
197STARBUCKS CORPSBUX9,265$919,0600.08%
198GILEAD SCIENCES INCGILD10,691$917,8130.08%
199UNITED PARCEL SERVICE INCUPS5,139$893,3240.08%
200COMCAST CORP NEWCCZ25,408$888,5150.08%
201SCHWAB STRATEGIC TR80852410219,593$877,9410.08%
202ISHARES TR4642872268,903$863,5020.07%
203AMGEN INCAMGN3,284$862,4410.07%
204ISHARES TR46428748110,209$853,4470.07%
205SELECT SECTOR SPDR TR81369Y7048,173$802,6700.07%
206YUM BRANDS INCYUM6,249$800,3720.07%
207BLACKROCK INCBLK1,129$800,0370.07%
208COLGATE PALMOLIVE COCL9,683$762,9180.07%
209HOOKER FURNISHINGS CORPORATIHOFT40,684$760,3830.07%
210AT&T INCT-PC41,326$760,3740.07%
211MARRIOTT INTL INC NEW5719032025,092$758,1480.06%
212US BANCORP DELUSB-PS17,326$755,5550.06%
213CITIGROUP INCC-PR15,633$707,0690.06%
214NEXTERA ENERGY INCNEE-PW8,433$704,9790.06%
215CROWN CASTLE INCCCI5,147$698,1070.06%
216ISHARES TR46428749910,325$696,4190.06%
217ISHARES TR46428749910,310$695,4100.06%
218INTUITIVE SURGICAL INCISRG2,610$692,5330.06%
219MCDONALDS CORPMCD2,612$688,3090.06%
220DIGITAL RLTY TR INC2538681036,830$684,8070.06%
221CHUBB LIMITEDCB3,065$676,1160.06%
222TRACTOR SUPPLY COTSCO3,005$676,0290.06%
223UNITEDHEALTH GROUP INCUNH1,233$653,6950.06%
224NASDAQ INCNDAQ10,631$652,2120.06%
225ECOLAB INCECL4,463$649,5820.06%
226ABB LTDABLZF21,014$639,8460.05%
227GLOBE LIFE INCGL-PD5,208$627,8240.05%
228ELECTRONIC ARTS INCEA5,116$625,1100.05%
229VANGUARD INDEX FDS9229087513,337$612,4700.05%
230INVESCO EXCH TRADED FD TR IIIVZ23,827$612,3100.05%
231VANGUARD INTL EQUITY INDEX F92204277511,903$596,8240.05%
232FIDELITY COVINGTON TRUST31609240224,725$589,4550.05%
233FIDELITY COVINGTON TRUST31609286512,858$586,0560.05%
234FIDELITY COVINGTON TRUST31609288113,104$572,0050.05%
235SCHWAB STRATEGIC TR8085244098,647$570,8990.05%
236JABIL INCJBL8,217$560,3990.05%
237BROOKFIELD RENEWABLE CORPBEPC20,253$557,7380.05%
238AMCOR PLCAMCCF46,293$551,3220.05%
239AFLAC INCAFL7,530$541,7080.05%
240ISHARES TR46432F8428,754$539,5020.05%
241TYLER TECHNOLOGIES INCTYL1,640$528,7520.05%
242NORTHERN TR CORPNTRSO5,911$523,0640.04%
243ISHARES TR4642876222,463$518,5100.04%
244ISHARES TR4642872424,822$508,3750.04%
245BRISTOL-MYERS SQUIBB COCELG-RI7,002$503,7770.04%
246VANGUARD WHITEHALL FDS9219464064,612$499,0600.04%
247ISHARES TR4642878045,217$493,7360.04%
248CSX CORPCSX15,925$493,3570.04%
249BANK AMERICA CORP06050510414,641$484,7410.04%
250BERKSHIRE HATHAWAY INC DELBRK-A1$468,7110.04%
251BERKSHIRE HATHAWAY INC DELBRK-A1$468,7100.04%
252UNILEVER PLCUNLYF9,255$465,8690.04%
253CME GROUP INCCME2,743$461,2300.04%
254ISHARES TR4642876142,141$458,6780.04%
255SELECT SECTOR SPDR TR81369Y4073,509$453,2220.04%
256AUTODESK INCADSK2,420$452,2250.04%
257KLA CORPKLAC1,194$450,1740.04%
258VERIZON COMMUNICATIONS INCVZ11,288$444,6060.04%
259NORFOLK SOUTHN CORP6558441081,779$438,3810.04%
260ISHARES TR4642884144,081$430,6270.04%
261FIDELITY COVINGTON TRUST31609285717,310$429,4630.04%
262SPLUNK INC8486371044,982$428,9000.04%
263SALESFORCE INCCRM3,228$428,0060.04%
264VALERO ENERGY CORPVLO3,362$426,5030.04%
265ISHARES TR4642872001,082$415,7150.04%
266PHILIP MORRIS INTL INC7181721094,105$415,4630.04%
267ISHARES TR4642886123,980$407,7910.03%
268ROYAL BK CDA SUSTAINABL7800871024,251$399,6790.03%
269ALLSTATE CORPALL-PJ2,945$399,3420.03%
270INVESCO EXCHANGE TRADED FD TIVZ2,803$395,9230.03%
271COMCAST CORP NEWCCZ11,239$393,0010.03%
272DANAHER CORPORATION2358511021,451$385,1720.03%
273NIKE INCNKE3,227$377,5860.03%
274ISHARES TR4642874574,625$375,3670.03%
275PROLOGIS INC.PLDGP3,320$374,2390.03%
276NORFOLK SOUTHN CORP6558441081,506$371,1040.03%
277INVESCO QQQ TRIVZ1,392$370,7060.03%
278BRISTOL-MYERS SQUIBB COCELG-RI5,071$364,8530.03%
279JACOBS SOLUTIONS INCJ3,036$364,5330.03%
280ELANCO ANIMAL HEALTH INCELAN28,172$344,2620.03%
281KIMBERLY-CLARK CORPKMB2,500$339,3750.03%
282FIDELITY COVINGTON TRUST3160928083,501$330,8710.03%
283INTERNATIONAL BUSINESS MACHSINTR2,328$327,9920.03%
284TESLA INCTSLA2,650$326,4270.03%
285GENERAC HLDGS INCGNRC3,227$324,8300.03%
286SCHWAB STRATEGIC TR8085242017,070$319,2110.03%
287SELECT SECTOR SPDR TR81369Y3084,242$316,2410.03%
288CBRE GROUP INCCBRE4,104$315,8440.03%
289ISHARES TR4642886466,287$313,2180.03%
290GENERAL DYNAMICS CORPGD1,207$299,4690.03%
291V F CORPVFC10,794$298,0220.03%
292ISHARES TR4642875071,232$298,0070.03%
293SYSCO CORPSYY3,892$297,5380.03%
294ARISTA NETWORKS INCANET2,255$273,6400.02%
295NOVARTIS AGNVSEF2,947$267,3520.02%
296ISHARES TR4642871503,137$266,0170.02%
297FIRST CTZNS BANCSHARES INC N31946M103350$265,4260.02%
298ISHARES TR4642876551,520$265,0260.02%
299LIVE OAK BANCSHARES INCLOB-PA8,604$259,8410.02%
300PFIZER INCPFE4,974$254,8430.02%
301BOEING COBA-PA1,325$252,3990.02%
302SCHWAB STRATEGIC TR8085248057,829$252,1630.02%
303PPG INDS INC6935061072,000$251,4800.02%
304LILLY ELI & COLLY677$247,5100.02%
305CITIGROUP INCC-PR5,448$246,3340.02%
306ILLUMINA INCILMN1,202$243,0390.02%
307SPDR INDEX SHS FDS78463X8898,148$241,9080.02%
308ISHARES TR46429B6632,320$241,8370.02%
309ISHARES TR4642876481,104$236,8300.02%
310YUM CHINA HLDGS INCYUMC4,320$236,0880.02%
311MARSH & MCLENNAN COS INC5717481021,411$233,4610.02%
312MCDONALDS CORPMCD880$231,9060.02%
313APTARGROUP INCATR2,105$231,5080.02%
314WALMART INCWMT1,604$227,4300.02%
315COSTCO WHSL CORP NEW22160K105496$226,4520.02%
316PULTE GROUP INC7458671014,833$220,0460.02%
317QUEST DIAGNOSTICS INCDGX1,400$219,0160.02%
318PHILIP MORRIS INTL INC7181721092,157$218,3440.02%
319ALTRIA GROUP INCMO4,722$215,8250.02%
320SCHWAB STRATEGIC TR8085243003,866$214,7690.02%
321WALMART INCWMT1,495$211,9390.02%
322DANAHER CORPORATION235851102790$209,6730.02%
323AUTOZONE INCAZO85$209,6240.02%
324VANGUARD WORLD FDS92204A504845$209,6020.02%
325ALPHABET INCGOOG2,324$205,0400.02%
326VANGUARD INDEX FDS9229086291,005$204,7440.02%
327WELLS FARGO CO NEW9497461014,939$203,9450.02%
328ISHARES TR4642871502,142$181,6200.02%
329ISHARES TR464287507749$181,1760.02%
330GILEAD SCIENCES INCGILD2,031$174,3610.01%
331VODAFONE GROUP PLC NEW92857W30816,756$169,5700.01%
332ATLAS CORPY0436Q10911,000$168,7400.01%
333F N B CORP30252010112,366$161,3760.01%
334ISHARES TR4642874651,796$117,8890.01%
335SIRIUS XM HOLDINGS INCSIRI20,000$116,8000.01%
336INTUITIVE SURGICAL INCISRG423$112,2430.01%
337ISHARES TR4642878041,116$105,6180.01%
338MACQUARIE / FIRST TR GLOBAL55607W10013,000$105,1700.01%
339ISHARES TR464287622446$93,8920.01%
340SYSCO CORPSYY885$67,6370.01%
341COLGATE PALMOLIVE COCL855$67,3650.01%
342BLACKROCK INCBLK91$64,4850.01%
343AMERICAN NATL BANKSHARES INC0277451081,496$55,2440.00%
344MFS INTER INCOME TR55273C10716,310$45,0160.00%
345FIRST BANCORP N C3189101061,000$42,8400.00%
346VANGUARD INDEX FDS922908751209$38,3600.00%
347ISHARES TR464287655205$35,7440.00%
348ISHARES TR464287242212$22,3510.00%
349PROTALIX BIOTHERAPEUTICS INCPLX12,048$16,5060.00%
350SIRIUS XM HOLDINGS INCSIRI774$4,5200.00%
351TRACTOR SUPPLY COTSCO12$2,7000.00%
352NEXIMMUNE INC65344D10911,000$2,6740.00%