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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 Q4 2024 · Filed January 15, 2025 · Accession 0001062993-25-000804

Total Value
$1.56B
Positions
245
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (245)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL393,952$98.7M6.34%
2MICROSOFT CORPMSFT219,094$92.3M5.93%
3NVIDIA CORPORATIONNVDA652,556$87.6M5.63%
4AMAZON COM INCAMZN253,606$55.6M3.57%
5ALPHABET INCGOOG254,238$48.4M3.11%
6META PLATFORMS INCMETA81,015$47.4M3.05%
7JPMORGAN CHASE & CO.VYLD188,317$45.1M2.90%
8BERKSHIRE HATHAWAY INC DELBRK-A97,964$44.4M2.85%
9VISA INCV110,556$34.9M2.24%
10TJX COS INC NEW872540109263,376$31.8M2.04%
11LOWES COS INC548661107124,897$30.8M1.98%
12ABBVIE INCABBV170,180$30.2M1.94%
13MASTERCARD INCORPORATEDMA49,076$25.8M1.66%
14PROCTER AND GAMBLE CO742718109151,647$25.4M1.63%
15THERMO FISHER SCIENTIFIC INCTMO48,671$25.3M1.63%
16BROOKFIELD CORP11271J107429,698$24.7M1.59%
17AMETEK INCAME128,728$23.2M1.49%
18RTX CORPORATIONRTX195,885$22.7M1.46%
19ANALOG DEVICES INCADI103,130$21.9M1.41%
20NEXTERA ENERGY INCNEE-PW293,007$21.0M1.35%
21NXP SEMICONDUCTORS N VNXPI97,602$20.3M1.30%
22ASML HOLDING N VASMLF28,260$19.6M1.26%
23MARVELL TECHNOLOGY INCMRVL176,578$19.5M1.25%
24ABBOTT LABSABLZF172,398$19.5M1.25%
25LINDE PLCLIN46,343$19.4M1.25%
26ACCENTURE PLC IRELANDACN53,562$18.8M1.21%
27PEPSICO INCPEP123,046$18.7M1.20%
28S&P GLOBAL INCSPGI37,079$18.5M1.19%
29ROPER TECHNOLOGIES INCROP34,866$18.1M1.16%
30CHEVRON CORP NEWCVX122,656$17.8M1.14%
31UNION PAC CORPUNP74,045$16.9M1.08%
32MERCK & CO INCMRK168,180$16.7M1.07%
33BROADCOM INCAVGO69,748$16.2M1.04%
34CONSTELLATION BRANDS INCSTZ71,277$15.8M1.01%
35MARKEL GROUP INCMKL9,124$15.8M1.01%
36ALPHABET INCGOOG77,461$14.7M0.94%
37MEDTRONIC PLCMDT176,688$14.1M0.91%
38PNC FINL SVCS GROUP INC69347510563,008$12.2M0.78%
39CASEYS GEN STORES INC14752810329,783$11.8M0.76%
40CURTISS WRIGHT CORPCW31,206$11.1M0.71%
41ISHARES TR46434V613244,507$11.1M0.71%
42ELEVANCE HEALTH INCELV29,705$11.0M0.70%
43NORTHROP GRUMMAN CORPNOC21,149$9.9M0.64%
44TRANSDIGM GROUP INCTDG7,599$9.6M0.62%
45XYLEM INCXYL80,880$9.4M0.60%
46CHEMED CORP NEWCHE16,988$9.0M0.58%
47ISHARES TR464288646162,690$8.4M0.54%
48FIDELITY COVINGTON TRUST31609280844,767$8.3M0.53%
49HOME DEPOT INCHD20,360$7.9M0.51%
50ARISTA NETWORKS INCANET71,395$7.9M0.51%
51ISHARES TR46432F842102,292$7.2M0.46%
52JOHNSON & JOHNSONJNJ44,313$6.4M0.41%
53WALMART INCWMT69,500$6.3M0.40%
54ISHARES TR46428858867,163$6.2M0.40%
55BROOKFIELD ASSET MANAGMT LTD113004105111,718$6.1M0.39%
56EXXON MOBIL CORPXOM56,239$6.0M0.39%
57DUKE ENERGY CORP NEWDUKB51,525$5.6M0.36%
58BANK AMERICA CORP060505104119,060$5.2M0.34%
59EATON CORP PLCETN14,866$4.9M0.32%
60FIRST BANCORP N C318910106111,644$4.9M0.32%
61MOODYS CORPMCO9,708$4.6M0.30%
62ISHARES TR46428744044,542$4.1M0.26%
63VANGUARD INDEX FDS92290876914,190$4.1M0.26%
64ISHARES TR46428863879,133$4.1M0.26%
65VANGUARD WORLD FD92204A7026,463$4.0M0.26%
66AMERICAN EXPRESS COAXP13,171$3.9M0.25%
67CISCO SYS INCCSCO65,990$3.9M0.25%
68AMGEN INCAMGN14,838$3.9M0.25%
69COCA COLA COKO60,135$3.7M0.24%
70ISHARES TR46428743242,622$3.7M0.24%
71FIDELITY COVINGTON TRUST31609250152,354$3.6M0.23%
72ISHARES INC46434G10368,400$3.6M0.23%
73HONEYWELL INTL INC43851610615,647$3.5M0.23%
74TEXAS INSTRS INC88250810418,536$3.5M0.22%
75STARBUCKS CORPSBUX37,660$3.4M0.22%
76FIDELITY COVINGTON TRUST31609287358,047$3.4M0.22%
77SPDR S&P 500 ETF TRSPY5,651$3.3M0.21%
78ADOBE INCADBE7,250$3.2M0.21%
79CATERPILLAR INCCAT8,524$3.1M0.20%
80EMERSON ELEC COEMR24,896$3.1M0.20%
81WELLS FARGO CO NEW94974610142,334$3.0M0.19%
82QUALCOMM INCQCOM19,351$3.0M0.19%
83FIDELITY COVINGTON TRUST31609260043,553$2.8M0.18%
84HUNTINGTON BANCSHARES INCHBANP169,127$2.8M0.18%
85ENBRIDGE INCENNPF63,534$2.7M0.17%
86BLACKROCK INCBLK2,606$2.7M0.17%
87MORGAN STANLEYMS-PQ20,939$2.6M0.17%
88GARTNER INCIT5,252$2.5M0.16%
89CHUBB LIMITEDCB9,192$2.5M0.16%
90AT&T INCT-PC110,105$2.5M0.16%
91AMERICAN ELEC PWR CO INC02553710126,805$2.5M0.16%
92MERCADOLIBRE INCMELI1,451$2.5M0.16%
93MCDONALDS CORPMCD8,485$2.5M0.16%
94VANGUARD INDEX FDS9229087365,992$2.5M0.16%
95INVESCO EXCHANGE TRADED FD TIVZ59,400$2.4M0.15%
96PAYCHEX INCPAYX16,669$2.3M0.15%
97VANGUARD SPECIALIZED FUNDS92190884411,843$2.3M0.15%
98FIDELITY COVINGTON TRUST31609220423,781$2.3M0.15%
99LOCKHEED MARTIN CORPLMT4,693$2.3M0.15%
100IQVIA HLDGS INCIQV11,106$2.2M0.14%
101FIDELITY COVINGTON TRUST31609270930,333$2.1M0.14%
102ISHARES TR46428816619,473$2.1M0.14%
103US BANCORP DELUSB-PS43,000$2.1M0.13%
104INTERNATIONAL BUSINESS MACHSINTR9,294$2.0M0.13%
105ATLANTIC UN BANKSHARES CORP04911A10752,892$2.0M0.13%
106DIGITAL RLTY TR INC25386810311,149$2.0M0.13%
107MONDELEZ INTL INC60920710531,530$1.9M0.12%
108CME GROUP INCCME8,026$1.9M0.12%
109PROGRESSIVE CORP7433151037,760$1.9M0.12%
110UNITEDHEALTH GROUP INCUNH3,603$1.8M0.12%
111SALESFORCE INCCRM5,442$1.8M0.12%
112AIR PRODS & CHEMS INCAIIR6,176$1.8M0.12%
113TRAVELERS COMPANIES INCTRV7,277$1.8M0.11%
114VANGUARD WHITEHALL FDS92194640613,378$1.7M0.11%
115TESLA INCTSLA4,216$1.7M0.11%
116NIKE INCNKE22,075$1.7M0.11%
117INVESCO QQQ TRIVZ3,262$1.7M0.11%
118ECOLAB INCECL6,991$1.6M0.11%
119FIRST CTZNS BANCSHARES INC N31946M103760$1.6M0.10%
120ISHARES TR46434V28225,814$1.6M0.10%
121NETFLIX INCNFLX1,706$1.5M0.10%
122BLACKSTONE INCBX8,658$1.5M0.10%
123VERIZON COMMUNICATIONS INCVZ36,843$1.5M0.09%
124MARRIOTT INTL INC NEW5719032024,883$1.4M0.09%
125ISHARES TR4642872002,288$1.3M0.09%
126COLGATE PALMOLIVE COCL14,502$1.3M0.08%
127ISHARES TR4642876143,256$1.3M0.08%
128SCHWAB STRATEGIC TR80852410256,847$1.3M0.08%
129SELECT SECTOR SPDR TR81369Y4075,749$1.3M0.08%
130INVESCO EXCH TRADED FD TR IIIVZ18,381$1.3M0.08%
131SELECT SECTOR SPDR TR81369Y2099,276$1.3M0.08%
132SELECT SECTOR SPDR TR81369Y60526,205$1.3M0.08%
133ISHARES TR4642874819,983$1.3M0.08%
134SYNOPSYS INCSNPS2,569$1.2M0.08%
135INTUITINTU1,978$1.2M0.08%
136ELI LILLY & COLLY1,605$1.2M0.08%
137FIDELITY COVINGTON TRUST31609230323,477$1.2M0.07%
138FIDELITY COVINGTON TRUST31609240248,005$1.1M0.07%
139ELECTRONIC ARTS INCEA7,657$1.1M0.07%
140ISHARES TR4642876893,187$1.1M0.07%
141ASTRAZENECA PLCAZN16,173$1.1M0.07%
142COMCAST CORP NEWCCZ26,130$980,6690.06%
143DIAGEO PLCDGEAF7,631$970,1470.06%
144PROLOGIS INC.PLDGP8,931$944,0330.06%
145VANGUARD TAX-MANAGED FDS92194385819,535$934,1640.06%
146SELECT SECTOR SPDR TR81369Y7046,988$920,7390.06%
147SAREPTA THERAPEUTICS INCSRPT7,308$888,5800.06%
148VANGUARD INDEX FDS9229083631,647$887,5360.06%
149TYLER TECHNOLOGIES INCTYL1,473$849,4110.05%
150ISHARES TR4642874999,465$836,7060.05%
151INVESCO EXCHANGE TRADED FD TIVZ20,070$835,1130.05%
152YUM BRANDS INCYUM6,057$812,6070.05%
153WASTE MGMT INC DEL94106L1094,011$809,4300.05%
154CVS HEALTH CORPCVS16,854$756,5780.05%
155SOUTHERN COSOMN9,012$741,8610.05%
156BROOKFIELD RENEWABLE CORPBEPC25,862$715,3540.05%
157ISHARES TR4642876222,214$713,2620.05%
158KLA CORPKLAC1,119$705,1040.05%
159ORACLE CORPORCL-PD4,180$696,5550.04%
160EOG RES INCEOG5,563$681,8830.04%
161FIDELITY COVINGTON TRUST31609286513,474$657,1070.04%
162NASDAQ INCNDAQ8,368$646,9300.04%
163FIDELITY COVINGTON TRUST31609288113,292$640,5320.04%
164CONOCOPHILLIPSCOP6,173$612,2100.04%
165HEARTBEAM INCBEATW250,000$575,0000.04%
166NORTHERN TR CORPNTRSO5,444$558,0100.04%
167AFLAC INCAFL5,284$546,5630.04%
168CSX CORPCSX16,331$526,9940.03%
169BRISTOL-MYERS SQUIBB COCELG-RI9,296$525,7820.03%
170CUMMINS INCCMI1,470$512,4420.03%
171UNITED PARCEL SERVICE INCUPS3,910$493,0510.03%
172ISHARES TR4642875077,620$474,8020.03%
173CAL MAINE FOODS INCCALM4,600$473,4320.03%
174COSTCO WHSL CORP NEW22160K105507$464,5730.03%
175ALLSTATE CORPALL-PJ2,345$452,0930.03%
176MARSH & MCLENNAN COS INC5717481022,111$448,3480.03%
177SCHWAB STRATEGIC TR80852430016,073$447,9440.03%
178FIDELITY COVINGTON TRUST31609285716,470$445,0190.03%
179SCHWAB STRATEGIC TR80852440916,937$441,5600.03%
180SELECT SECTOR SPDR TR81369Y8031,897$441,0900.03%
181PHILIP MORRIS INTL INC7181721093,642$438,3680.03%
182ROYAL BK CDA7800871023,550$427,8110.03%
183SCHWAB STRATEGIC TR80852480522,577$417,6690.03%
184VANGUARD INTL EQUITY INDEX F9220427757,097$407,4280.03%
185GLOBE LIFE INCGL-PD3,648$406,8250.03%
186TRUIST FINL CORP89832Q1099,332$404,8180.03%
187AXON ENTERPRISE INCAXON678$402,9490.03%
188INTUITIVE SURGICAL INCISRG755$394,0800.03%
189PULTE GROUP INC7458671013,569$388,6640.02%
190ISHARES TR4642878043,339$384,7380.02%
191CROWDSTRIKE HLDGS INCCRWD1,098$375,6920.02%
192INVESCO EXCHANGE TRADED FD TIVZ7,226$360,9940.02%
193VANGUARD INTL EQUITY INDEX F9220428588,137$358,3530.02%
194LIVE OAK BANCSHARES INCLOB-PA8,954$354,1310.02%
195HUBSPOT INCHUBS500$348,3850.02%
196MARATHON PETE CORPMARA2,464$343,7330.02%
197VANGUARD INDEX FDS9229086291,298$342,7910.02%
198JACOBS SOLUTIONS INCJ2,555$341,3990.02%
199KIMBERLY-CLARK CORPKMB2,604$341,2280.02%
200INVESCO EXCH TRD SLF IDX FDIVZ6,276$340,3470.02%
201SPDR SER TR78464A8883,240$338,5800.02%
202NORFOLK SOUTHN CORP6558441081,424$334,1470.02%
203NOVARTIS AGNVSEF3,392$330,0760.02%
204ISHARES TR4642876481,104$317,7530.02%
205SELECT SECTOR SPDR TR81369Y3083,976$312,5530.02%
206PPG INDS INC6935061072,613$312,0680.02%
207DEERE & CODE735$311,5580.02%
208TAIWAN SEMICONDUCTOR MFG LTD8740391001,568$309,5690.02%
209ALTRIA GROUP INCMO5,839$305,3400.02%
210VANGUARD INTL EQUITY INDEX F9220427422,537$298,0470.02%
211DANAHER CORPORATION2358511021,288$295,6290.02%
212SPDR DOW JONES INDL AVERAGE78467X109659$280,2550.02%
213VANGUARD WORLD FD92204A108732$274,7780.02%
214VANGUARD INDEX FDS9229087441,620$274,2970.02%
215ISHARES TR4642875981,476$273,2520.02%
216ENTERPRISE PRODS PARTNERS L2937921078,571$268,7870.02%
217VANGUARD WORLD FD92204A5041,046$265,3190.02%
218SCHWAB STRATEGIC TR8085247979,697$264,9360.02%
219GENERAL DYNAMICS CORPGD978$257,6920.02%
220SCHWAB STRATEGIC TR8085247638,444$250,7870.02%
221ISHARES TR4642871501,892$243,3980.02%
222SPDR SER TR78464A7631,808$238,8370.02%
223PALO ALTO NETWORKS INCPANW1,298$236,1840.02%
224SPDR INDEX SHS FDS78463X8896,880$234,8140.02%
225VANGUARD INDEX FDS922908751963$231,3900.01%
226MICRON TECHNOLOGY INCMU2,734$230,0930.01%
227ISHARES TR4642876301,399$229,6740.01%
228ISHARES TR46436E7182,272$227,9270.01%
229ADVANCED MICRO DEVICES INCAMD1,863$225,0320.01%
230INVESCO EXCHANGE TRADED FD TIVZ801$224,8000.01%
231DISNEY WALT CO2546871062,002$222,9290.01%
232DISCOVER FINL SVCS2547091081,267$219,5060.01%
233CBRE GROUP INCCBRE1,656$217,4160.01%
234APPLIED MATLS INC0382221051,334$216,9480.01%
235DELTA AIR LINES INC DELDAL3,505$212,0530.01%
236SHOPIFY INCSHOP1,974$209,8950.01%
237TRANE TECHNOLOGIES PLCTT568$209,7910.01%
238CHIPOTLE MEXICAN GRILL INCCMG3,450$208,0350.01%
239GOLDMAN SACHS GROUP INCGSCE363$207,8610.01%
240LAM RESEARCH CORPLRCX2,861$206,6210.01%
241VANGUARD INDEX FDS922908637762$205,4750.01%
242ISHARES TR4642877623,510$204,5280.01%
243ISHARES TR4642886791,840$202,6020.01%
244ISHARES TR46432F3391,135$202,1210.01%
245VALERO ENERGY CORPVLO1,639$200,9250.01%