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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

Vise Technologies, Inc.

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001085146-23-000935

Total Value
$319.5M
Positions
327
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (327)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524888322,411$10.1M3.18%
2VANGUARD SCOTTSDALE FDS92206C870127,059$9.8M3.08%
3VANGUARD SCOTTSDALE FDS92206C706164,738$9.6M3.02%
4VANGUARD INTL EQUITY INDEX F922042858204,135$8.0M2.49%
5VANGUARD SCOTTSDALE FDS92206C102133,277$7.7M2.41%
6VANGUARD CHARLOTTE FDS92203J407159,950$7.6M2.37%
7ABRDN ETFS003261104332,012$7.3M2.29%
8VANGUARD SCOTTSDALE FDS92206C40992,594$7.0M2.18%
9ISHARES TR46428858870,425$6.5M2.04%
10SCHWAB STRATEGIC TR808524847290,239$5.6M1.75%
11VANGUARD SCOTTSDALE FDS92206C66471,093$5.0M1.57%
12SCHWAB STRATEGIC TR80852487095,908$5.0M1.55%
13APPLE INCAAPL34,970$4.5M1.42%
14SCHWAB STRATEGIC TR80852420199,976$4.5M1.41%
15VANGUARD TAX-MANAGED FDS921943858107,488$4.5M1.41%
16ISHARES TR46435U853125,464$4.3M1.36%
17MICROSOFT CORPMSFT18,038$4.3M1.35%
18EXXON MOBIL CORPXOM37,880$4.2M1.31%
19UNITED PARCEL SERVICE INCUPS20,508$3.6M1.12%
20ALPHABET INCGOOG37,940$3.3M1.05%
21ISHARES TR46428828137,003$3.1M0.98%
22AMAZON COM INCAMZN36,864$3.1M0.97%
23HOME DEPOT INCHD9,210$2.9M0.91%
24BERKSHIRE HATHAWAY INC DELBRK-A9,235$2.9M0.89%
25VANGUARD MUN BD FDS92290774656,919$2.8M0.88%
26JPMORGAN CHASE & COVYLD20,200$2.7M0.85%
27PFIZER INCPFE47,987$2.5M0.77%
28CISCO SYS INCCSCO49,686$2.4M0.74%
29META PLATFORMS INCMETA19,303$2.3M0.73%
30MERCK & CO INCMRK20,548$2.3M0.71%
31UNITEDHEALTH GROUP INCUNH4,250$2.3M0.71%
32ISHARES TR46428841420,796$2.2M0.69%
33PEPSICO INCPEP11,811$2.1M0.67%
34QUALCOMM INCQCOM18,923$2.1M0.65%
35JOHNSON & JOHNSONJNJ11,533$2.0M0.64%
36COMCAST CORP NEWCCZ55,618$1.9M0.61%
37WALMART INCWMT13,151$1.9M0.58%
38SCHWAB STRATEGIC TR80852486238,316$1.8M0.58%
39ABBVIE INCABBV11,334$1.8M0.57%
40ISHARES TR46428827330,101$1.7M0.53%
41ISHARES TR46428864633,723$1.7M0.53%
42VISA INCV8,008$1.7M0.52%
43CHEVRON CORP NEWCVX8,995$1.6M0.51%
44VERIZON COMMUNICATIONS INCVZ40,963$1.6M0.51%
45SPDR SER TR78468R72134,494$1.6M0.49%
46BRISTOL-MYERS SQUIBB COCELG-RI21,372$1.5M0.48%
47AMGEN INCAMGN5,644$1.5M0.46%
48GILEAD SCIENCES INCGILD17,146$1.5M0.46%
49MORGAN STANLEYMS-PQ17,098$1.5M0.45%
50MASTERCARD INCORPORATEDMA3,997$1.4M0.44%
51BP PLCBPPFF39,569$1.4M0.43%
52SANOFISNYNF27,540$1.3M0.42%
533M COMMM11,067$1.3M0.42%
54GOLDMAN SACHS GROUP INCGSCE3,773$1.3M0.41%
55NOVARTIS AGNVSEF13,966$1.3M0.40%
56PROCTER AND GAMBLE CO7427181098,351$1.3M0.40%
57BANK AMERICA CORP06050510436,276$1.2M0.38%
58NOVO-NORDISK A SNONOF8,876$1.2M0.38%
59ISHARES INC46434G10325,697$1.2M0.38%
60NVIDIA CORPORATIONNVDA8,199$1.2M0.38%
61CONSOLIDATED EDISON INCED12,518$1.2M0.37%
62INTERNATIONAL BUSINESS MACHSINTR8,397$1.2M0.37%
63TESLA INCTSLA9,517$1.2M0.37%
64AMERICAN EXPRESS COAXP7,903$1.2M0.37%
65LILLY ELI & COLLY3,179$1.2M0.36%
66ASML HOLDING N VASMLF2,065$1.1M0.35%
67BHP GROUP LTDBHPLF17,826$1.1M0.35%
68TJX COS INC NEW87254010913,816$1.1M0.34%
69SCHWAB STRATEGIC TR80852485422,167$1.1M0.34%
70CONOCOPHILLIPSCOP9,117$1.1M0.34%
71NIKE INCNKE8,908$1.0M0.33%
72COSTCO WHSL CORP NEW22160K1052,249$1.0M0.32%
73FEDEX CORPFDX5,923$1.0M0.32%
74BROADCOM INCAVGO1,803$1.0M0.32%
75ISHARES TR46435G67220,932$995,3170.31%
76ISHARES TR46428863819,932$986,8330.31%
77BOOKING HOLDINGS INCBKNG486$979,4260.31%
78VMWARE INC9285634027,881$967,4720.30%
79SHELL PLCRYDAF16,679$949,8930.30%
80AT&T INCT-PC50,897$937,0160.29%
81GSK PLCGLAXF26,251$922,4600.29%
82SHERWIN WILLIAMS COSHW3,851$914,0280.29%
83GRANITESHARES ETF TR38747R10840,508$911,0250.29%
84COCA COLA COKO14,117$897,9930.28%
85SONY GROUP CORPORATIONSNEJF11,669$890,1120.28%
86SPDR SER TR78464A38340,978$889,2300.28%
87SPDR SER TR78464A37527,783$884,3330.28%
88TOYOTA MOTOR CORPTOYOF6,452$881,2180.28%
89ISHARES TR46428852117,756$878,0340.27%
90INTEL CORPINTC32,939$870,5770.27%
91SPDR SER TR78464A65633,682$867,6480.27%
92SAP SESAPGF8,380$864,7440.27%
93DIAGEO PLCDGEAF4,812$857,5220.27%
94RIO TINTO PLCRTNTF11,763$837,5260.26%
95CATERPILLAR INCCAT3,481$833,7950.26%
96SIGNET JEWELERS LIMITEDSIG12,222$831,1030.26%
97PLAINS GP HLDGS L PPAGP66,243$824,0610.26%
98SPDR SER TR78464A67229,084$821,3320.26%
99WELLS FARGO CO NEW94974610119,448$803,0240.25%
100UNION PAC CORPUNP3,840$795,1570.25%
101TOTALENERGIES SETTE12,685$787,4890.25%
102VANGUARD SCOTTSDALE FDS92206C77117,284$786,7680.25%
103ORACLE CORPORCL-PD9,613$785,7340.25%
104ASTRAZENECA PLCAZN11,290$765,4660.24%
105VIR BIOTECHNOLOGY INCVIR30,192$764,1600.24%
106PHILIP MORRIS INTL INC7181721097,261$734,9090.23%
107SPROUTS FMRS MKT INC85208M10222,035$713,2730.22%
108SPDR SER TR78464A47423,916$702,6520.22%
109APPLIED MATLS INC0382221057,153$696,6050.22%
110STELLANTIS N.VSTLA47,725$677,6890.21%
111SCHWAB STRATEGIC TR80852474821,592$674,9660.21%
112SCHWAB STRATEGIC TR80852480520,907$673,4240.21%
113ABB LTDABLZF22,098$673,1050.21%
114ACADEMY SPORTS & OUTDOORS INASO12,693$666,8950.21%
115FORD MTR CO DEL34537086056,931$662,1120.21%
116PATTERSON COS INC70339510323,587$661,1570.21%
117HUMANA INCHUM1,271$651,0580.20%
118UNILEVER PLCUNLYF12,875$648,2660.20%
119DBX ETF TR23305143218,664$629,1630.20%
120BRITISH AMERN TOB PLC11044810715,590$623,2860.20%
121DOW INCDOW11,875$598,3900.19%
122AIR LEASE CORPAIIR15,047$578,1150.18%
123AUTOMATIC DATA PROCESSING INADP2,406$574,6420.18%
124MARSH & MCLENNAN COS INC5717481023,461$572,7310.18%
125CIGNA CORP NEW1255231001,716$568,5920.18%
126TEXAS INSTRS INC8825081043,438$567,9570.18%
127NORTHROP GRUMMAN CORPNOC1,040$567,6200.18%
128INSIGHT ENTERPRISES INCNSIT5,601$561,6120.18%
129MARATHON PETE CORPMARA4,799$558,5010.17%
130WERNER ENTERPRISES INCWERN13,801$555,6330.17%
131AVNET INCAVT13,319$553,8200.17%
132ALKERMES PLCALKS21,149$552,6230.17%
133SUMITOMO MITSUI FINL GROUP I86562M20968,758$551,4390.17%
134TARGET CORPTGT3,667$546,5130.17%
135ANHEUSER BUSCH INBEV SA/NVBUDFF8,940$536,7590.17%
136DUKE ENERGY CORP NEWDUKB5,193$534,8500.17%
137NXP SEMICONDUCTORS N VNXPI3,371$532,7210.17%
138CHARTER COMMUNICATIONS INC N16119P1081,564$530,3520.17%
139CVS HEALTH CORPCVS5,680$529,3350.17%
140PENNYMAC FINL SVCS INC NEW70932M1079,300$526,9480.16%
141VANGUARD WHITEHALL FDS9219468858,616$525,4040.16%
142LOWES COS INC5486611072,610$520,0120.16%
143ELEVANCE HEALTH INCELV1,010$518,1070.16%
144OREILLY AUTOMOTIVE INC67103H107612$516,5460.16%
145LOCKHEED MARTIN CORPLMT1,050$510,9410.16%
146UBS GROUP AGUBS27,218$508,1600.16%
147HSBC HLDGS PLCHBCYF16,001$498,5960.16%
148MR COOPER GROUP INC62482R10712,398$497,5320.16%
149THOMSON REUTERS CORP.TMSOF4,358$497,1220.16%
150CITIGROUP INCC-PR10,903$493,1430.15%
151BANK NOVA SCOTIA HALIFAX06414910710,037$491,6140.15%
152BEACON ROOFING SUPPLY INC0736851099,297$490,7890.15%
153US BANCORP DELUSB-PS11,016$480,3880.15%
154NORDSTROM INC65566410029,643$478,4390.15%
155MANPOWERGROUP INC WISMAN5,696$473,9890.15%
156TAKEDA PHARMACEUTICAL CO LTDTKPHF30,359$473,6000.15%
157BRIGHTHOUSE FINL INC10922N1039,227$473,0680.15%
158TORONTO DOMINION BK ONTTORO7,230$468,2160.15%
159TERADATA CORP DELTDC13,894$467,6720.15%
160ATLAS AIR WORLDWIDE HLDGS IN0491642054,540$457,6320.14%
161MANULIFE FINL CORP56501R10625,627$457,1820.14%
162VANGUARD INDEX FDS9229085535,480$451,9520.14%
163ROYAL BK CDA SUSTAINABL7800871024,750$446,5960.14%
164ALTRIA GROUP INCMO9,767$446,4280.14%
165HERSHEY COHSY1,926$446,1160.14%
166NATIONAL GRID PLCNMPWP7,373$444,7390.14%
167EQUINOR ASASTOHF12,357$442,5060.14%
168KORN FERRYKFY8,739$442,3740.14%
169FIRST TR EXCHANGE-TRADED FD33738R6059,415$438,2680.14%
170DEERE & CODE1,020$437,3500.14%
171NUTANIX INCNTNX16,683$434,5920.14%
172AMEDISYS INC0234361085,201$434,4920.14%
173DOLLAR GEN CORP NEW2566771051,762$434,0150.14%
174BOISE CASCADE CO DELBCC6,234$428,0690.13%
175GROUP 1 AUTOMOTIVE INCGPI2,347$423,3320.13%
176LAUDER ESTEE COS INC5184391041,696$420,8070.13%
177BANK MONTREAL QUE0636711014,642$420,5660.13%
178VISHAY INTERTECHNOLOGY INCVSH19,205$414,2550.13%
179EDISON INTL2810201076,510$414,1700.13%
180PHILLIPS 66PSX3,956$411,7310.13%
181LAM RESEARCH CORPLRCX951$399,7070.13%
182TRACTOR SUPPLY COTSCO1,774$399,1880.12%
183INTEGRA LIFESCIENCES HLDGS CIART7,096$397,8730.12%
184STMICROELECTRONICS N VSTMEF11,184$397,8170.12%
185SYNEOS HEALTH INC87166B10210,824$397,0240.12%
186DOMINION ENERGY INCD6,453$395,6980.12%
187NUCOR CORPNUE2,953$389,2380.12%
188FOOT LOCKER INC34484910410,142$383,2680.12%
189SPDR SER TR78468R60617,115$382,3490.12%
190EXELON CORPEXC8,803$380,5680.12%
191PVH CORPORATIONPVH5,378$379,6330.12%
192ILLINOIS TOOL WKS INC4523081091,709$376,3930.12%
193CNH INDL N VN2094410923,185$372,3550.12%
194GRAINGER W W INC384802104663$369,0650.12%
195PRESTIGE CONSMR HEALTHCARE I74112D1015,883$368,2760.12%
196SPDR SER TR78468R10112,612$364,3610.11%
197SCHWAB STRATEGIC TR8085246078,983$363,8850.11%
198NU SKIN ENTERPRISES INCNUS8,565$361,1050.11%
199ACCENTURE PLC IRELANDACN1,344$358,6960.11%
200PG&E CORPPCG-PX21,953$356,9560.11%
201BIONTECH SEBNTX2,368$355,7250.11%
202TRUIST FINL CORP89832Q1098,249$354,9580.11%
203JACKSON FINANCIAL INCJXN-PA10,084$350,8220.11%
204CIRRUS LOGIC INCCRUS4,695$349,6840.11%
205MEDTRONIC PLCMDT4,479$348,0930.11%
206AMERICAN ELEC PWR CO INC0255371013,647$346,2660.11%
207ABBOTT LABSABLZF3,138$344,5460.11%
208CRH PLCCRH8,631$343,4320.11%
209VONTIER CORPORATIONVNT17,742$342,9550.11%
210MCDONALDS CORPMCD1,294$341,0080.11%
211NUTRIEN LTDNTR4,645$339,2240.11%
212HAEMONETICS CORP MASSHAE4,258$334,8920.10%
213FEDERATED HERMES INCFHI9,213$334,5290.10%
214INNOVATOR ETFS TRINHD12,558$333,8920.10%
215ROSS STORES INCROST2,871$333,1950.10%
216COLGATE PALMOLIVE COCL4,172$328,6920.10%
217INNOVATOR ETFS TRINHD11,042$328,0580.10%
218FERGUSON PLC NEWG3421J1062,569$326,1860.10%
219WILLIS TOWERS WATSON PLC LTDWTW1,332$325,7810.10%
220INNOVATOR ETFS TRINHD11,730$325,0410.10%
221NAVIENT CORPORATIONJSM19,737$324,6730.10%
222OWENS & MINOR INC NEW69073210216,331$318,9440.10%
223KOHLS CORPKSS12,539$316,6220.10%
224INNOVATOR ETFS TRINHD11,531$316,2950.10%
225DANAHER CORPORATION2358511021,188$315,3190.10%
226NETFLIX INCNFLX1,056$311,3930.10%
227FREEPORT-MCMORAN INCFCX8,180$310,8400.10%
228BLOCK H & R INCBSQKZ8,453$308,6260.10%
229THERMO FISHER SCIENTIFIC INCTMO560$308,3880.10%
230PTC THERAPEUTICS INCPTCT8,078$308,3370.10%
231METLIFE INCMET-PF4,254$307,8730.10%
232SOUTHERN COSOMN4,303$307,2890.10%
233PREMIER INCPREM8,736$305,5880.10%
234UNIVAR SOLUTIONS INC91336L1079,522$302,8000.09%
235CANADIAN NATL RY CO1363751022,524$300,0530.09%
236ENBRIDGE INCENNPF7,619$297,9160.09%
237VANGUARD INDEX FDS9229087511,620$297,2700.09%
238RELX PLCRLXXF10,701$296,6350.09%
239BARCLAYS PLCBCLYF37,967$296,1450.09%
240BLACKSTONE INCBX3,952$293,2060.09%
241CAMPING WORLD HLDGS INCCWH13,079$291,9130.09%
242AUTODESK INCADSK1,543$288,3400.09%
243ENI S P A26874R10810,052$288,0950.09%
244FERRARI N VRACE1,330$284,9130.09%
245ISHARES TR464287200736$282,8260.09%
246ISHARES TR4642871762,639$280,8950.09%
247VICTORIAS SECRET AND CO9264001027,805$279,2630.09%
248ICU MED INCICUI1,772$279,0550.09%
249SCHNEIDER NATIONAL INCSNDR11,856$277,4330.09%
250AON PLCAON923$277,0300.09%
251CALIFORNIA RES CORPCRC6,364$276,8980.09%
252PRUDENTIAL FINL INCPUKPF2,747$273,1830.09%
253MITSUBISHI UFJ FINL GROUP IN60682210440,912$272,8830.09%
254HANESBRANDS INC41034510242,747$271,8710.09%
255TRAVELERS COMPANIES INCTRV1,447$271,3000.08%
256ONEOK INC NEWOKE4,115$270,3670.08%
257PIPER SANDLER COMPANIESPIPR2,061$268,3270.08%
258AMERICAN TOWER CORP NEW03027X1001,262$267,3670.08%
259SCIENCE APPLICATIONS INTL CO8086251072,378$263,8010.08%
260COMMERCIAL METALS COCMC5,429$262,2260.08%
261JANUS HENDERSON GROUP PLCJHG11,117$261,4740.08%
262WOODSIDE ENERGY GROUP LTDWOPEF10,762$260,5480.08%
263CME GROUP INCCME1,536$258,2950.08%
264SPDR INDEX SHS FDS78463X5097,824$257,8790.08%
265TIMKEN COTKR3,619$255,7580.08%
266AZENTA INCAZTA4,348$253,1410.08%
267ALLSTATE CORPALL-PJ1,854$251,3410.08%
268AMERICAN INTL GROUP INC0268747843,948$249,7010.08%
269SYSCO CORPSYY3,251$248,5480.08%
270SCOTTS MIRACLE-GRO COSMG5,110$248,2950.08%
271KIMBERLY-CLARK CORPKMB1,821$247,2550.08%
272VODAFONE GROUP PLC NEW92857W30824,328$246,1990.08%
273SUNCOR ENERGY INC NEWSU7,730$245,2580.08%
274PBF ENERGY INCPBF5,938$242,1520.08%
275GENUINE PARTS COGPC1,383$239,9350.08%
276UNDER ARMOUR INCUA23,567$239,4410.07%
277NEXTERA ENERGY INCNEE-PW2,864$239,4270.07%
278MERIT MED SYS INC5898891043,350$236,5770.07%
279VALERO ENERGY CORPVLO1,859$235,8920.07%
280ISHARES TR4642886792,134$234,5690.07%
281PNM RES INCTXNM4,796$233,9990.07%
282SCHWAB STRATEGIC TR8085247226,296$232,5110.07%
283HALEON PLCHLNCF28,951$231,6090.07%
284EMERSON ELEC COEMR2,376$228,2160.07%
285MSC INDL DIRECT INC5535301062,770$226,3330.07%
286BARRICK GOLD CORP06790110813,056$224,3020.07%
287PNC FINL SVCS GROUP INC6934751051,420$224,2790.07%
288VERITIV CORP9234541021,840$223,9460.07%
289BCE INCBCPPF5,088$223,6180.07%
290WORKIVA INCWK2,656$223,0240.07%
291CANADIAN PAC RY LTD13645T1002,988$222,8760.07%
292PPG INDS INC6935061071,761$221,4040.07%
293PIONEER NAT RES CO723787107964$220,1740.07%
294T-MOBILE US INCTMUSZ1,569$219,6600.07%
295XCEL ENERGY INCXELLL3,122$218,8870.07%
296CROCS INCCROX2,015$218,4860.07%
297SALESFORCE INCCRM1,645$218,1110.07%
298VANGUARD INDEX FDS9229087441,551$217,6470.07%
299JETBLUE AWYS CORP47714310133,365$216,2050.07%
300RYDER SYS INCR2,569$214,6970.07%
301INTERNATIONAL GAME TECHNOLOGINTR9,438$214,0540.07%
302SK TELECOM LTDSKM10,332$212,7360.07%
303CHAMPIONX CORPORATION15872M1047,308$211,8600.07%
304WIX COM LTDWIX2,717$208,7470.07%
305BRINKS COBCO3,861$207,3760.06%
306NUVASIVE INCNU5,025$207,2310.06%
307VIAVI SOLUTIONS INCVIAV19,692$206,9630.06%
308SANMINA CORPORATIONSANM3,570$204,5250.06%
309ENSIGN GROUP INCENSG2,154$203,7900.06%
310CAPITAL ONE FINL CORP14040H1052,192$203,7740.06%
311STARBUCKS CORPSBUX2,054$203,7590.06%
312SYNAPTICS INCSYNA2,121$201,8340.06%
313GENERAL ELECTRIC CO3696043012,398$200,9280.06%
314LULULEMON ATHLETICA INCLULU626$200,5580.06%
315DEVON ENERGY CORP NEW25179M1033,260$200,5270.06%
316NEW YORK CMNTY BANCORP INC64944510321,025$180,8190.06%
317COMSTOCK RES INCLODE10,401$142,5980.04%
318ENLINK MIDSTREAM LLC29336T10010,983$135,0870.04%
319ALIGHT INCALIT14,935$124,8570.04%
320SABRE CORPSABR18,734$115,7760.04%
321ORANGEORANY10,573$104,4630.03%
322NEWMARK GROUP INCNMRK12,466$99,3550.03%
323CLEARPOINT NEURO INCCLPT10,950$92,7470.03%
324NATWEST GROUP PLCRBSPF11,581$74,8130.02%
325ERICSSON29482160811,895$69,4670.02%
326NOKIA CORPNOKBF13,779$63,9350.02%
327ECOARK HLDGS INC27888N30718,632$4,2820.00%