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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 COMBINATION REPORT

Bryn Mawr Capital Management, LLC

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001085146-23-001038

Total Value
$925.7M
Positions
267
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (267)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200181,860$69.9M7.55%
2MICROSOFT CORPMSFT138,674$33.3M3.59%
3MERCK & CO INCMRK205,978$22.9M2.47%
4VANGUARD BD INDEX FDS921937835317,905$22.8M2.47%
5BERKSHIRE HATHAWAY INC DELBRK-A65,760$20.3M2.19%
6ISHARES TR464289438155,989$18.8M2.03%
7ORACLE CORPORCL-PD212,576$17.4M1.88%
8JPMORGAN CHASE & COVYLD127,073$17.0M1.84%
9ALPHABET INCGOOG191,308$16.9M1.82%
10MONDELEZ INTL INC609207105250,477$16.7M1.80%
11DANAHER CORPORATION23585110260,215$16.0M1.73%
12UNITEDHEALTH GROUP INCUNH29,466$15.6M1.69%
13SCHWAB STRATEGIC TR808524797203,897$15.4M1.66%
14CISCO SYS INCCSCO299,617$14.3M1.54%
15APPLE INCAAPL107,799$14.0M1.51%
16RAYTHEON TECHNOLOGIES CORPRTX135,693$13.7M1.48%
17HOME DEPOT INCHD43,048$13.6M1.47%
18GENUINE PARTS COGPC75,003$13.0M1.41%
19VANGUARD INDEX FDS92290853867,225$12.1M1.31%
20VANGUARD SPECIALIZED FUNDS92190884478,813$12.0M1.29%
21INVESCO EXCHANGE TRADED FD TIVZ81,627$11.5M1.25%
22VANGUARD WHITEHALL FDS921946406105,644$11.4M1.23%
23PFIZER INCPFE215,821$11.1M1.19%
24SPDR S&P 500 ETF TRSPY28,782$11.0M1.19%
25CHEVRON CORP NEWCVX59,677$10.7M1.16%
26JOHNSON CTLS INTL PLCG51502105159,924$10.2M1.11%
27TJX COS INC NEW872540109127,983$10.2M1.10%
28ISHARES TR46428861290,240$9.2M1.00%
29EVERGY INCEVRG146,800$9.2M1.00%
30MCDONALDS CORPMCD33,391$8.8M0.95%
31JOHNSON & JOHNSONJNJ46,715$8.3M0.89%
32ZIMMER BIOMET HOLDINGS INCZBH63,183$8.1M0.87%
33ABBOTT LABSABLZF70,401$7.7M0.83%
34EXXON MOBIL CORPXOM70,074$7.7M0.83%
35FIRSTENERGY CORPFE181,825$7.6M0.82%
36CITIZENS FINL GROUP INCCIA191,934$7.6M0.82%
37INTERNATIONAL BUSINESS MACHSINTR51,445$7.2M0.78%
38FRANKLIN RESOURCES INCBEN250,786$6.6M0.71%
39KRAFT HEINZ COKHC161,057$6.6M0.71%
40VANGUARD WORLD FDS92204A70219,951$6.4M0.69%
41JACOBS SOLUTIONS INCJ49,681$6.0M0.64%
42DOMINION ENERGY INCD96,259$5.9M0.64%
43SELECT SECTOR SPDR TR81369Y50666,183$5.8M0.63%
44BLACKROCK INCBLK8,088$5.7M0.62%
45VANGUARD SCOTTSDALE FDS92206C40976,036$5.7M0.62%
46CONSTELLATION BRANDS INCSTZ24,429$5.7M0.61%
47ANALOG DEVICES INCADI34,025$5.6M0.60%
48ISHARES TR46428761425,090$5.4M0.58%
49AGILENT TECHNOLOGIES INCA35,823$5.4M0.58%
50AMAZON COM INCAMZN61,772$5.2M0.56%
51ISHARES TR46428770549,782$5.0M0.54%
52VANGUARD INDEX FDS92290851236,034$4.9M0.53%
53ALPHABET INCGOOG54,861$4.9M0.53%
54SCHWAB STRATEGIC TR808524672216,905$4.9M0.53%
55THERMO FISHER SCIENTIFIC INCTMO8,697$4.8M0.52%
56COCA COLA COKO73,946$4.7M0.51%
57PROCTER AND GAMBLE CO74271810929,840$4.5M0.49%
58ISHARES TR46428730977,100$4.5M0.49%
59ASTRAZENECA PLCAZN65,893$4.5M0.48%
60VERIZON COMMUNICATIONS INCVZ112,017$4.4M0.48%
61ISHARES TR46428760662,184$4.2M0.46%
62PARKER-HANNIFIN CORPPH14,235$4.1M0.45%
63ISHARES TR46428815838,888$4.1M0.44%
64ACCENTURE PLC IRELANDACN14,140$3.8M0.41%
65VANGUARD INDEX FDS92290874424,533$3.4M0.37%
66TRUIST FINL CORP89832Q10979,937$3.4M0.37%
67ROSS STORES INCROST28,712$3.3M0.36%
68HP INCHPQ123,212$3.3M0.36%
69KEYSIGHT TECHNOLOGIES INCKEYS19,279$3.3M0.36%
70AT&T INCT-PC175,837$3.2M0.35%
71LOWES COS INC54866110715,953$3.2M0.34%
72VANGUARD INDEX FDS92290873614,818$3.2M0.34%
73BOOKING HOLDINGS INCBKNG1,562$3.1M0.34%
74VISA INCV14,896$3.1M0.33%
75UNION PAC CORPUNP14,944$3.1M0.33%
76VANGUARD MUN BD FDS92290774662,150$3.1M0.33%
77META PLATFORMS INCMETA25,165$3.0M0.33%
78MASTERCARD INCORPORATEDMA8,672$3.0M0.33%
79ISHARES TR46428780429,805$2.8M0.30%
80NIKE INCNKE23,934$2.8M0.30%
81SELECT SECTOR SPDR TR81369Y80322,449$2.8M0.30%
82VANGUARD INDEX FDS92290863716,006$2.8M0.30%
83DISNEY WALT CO25468710631,499$2.7M0.30%
84FLEXSHARES TRFLEX50,933$2.7M0.29%
85V F CORPVFC90,714$2.5M0.27%
86ISHARES TR46428759816,411$2.5M0.27%
87VANGUARD INDEX FDS92290876912,894$2.5M0.27%
88SPDR SER TR78468R62227,332$2.5M0.27%
89CVS HEALTH CORPCVS26,390$2.5M0.27%
90AMERISOURCEBERGEN CORPCOR14,525$2.4M0.26%
91ISHARES INC46434G10351,118$2.4M0.26%
92SYSCO CORPSYY31,126$2.4M0.26%
93SNAP ON INCSNA10,412$2.4M0.26%
94AMGEN INCAMGN8,861$2.3M0.25%
95ISHARES TR46428740815,865$2.3M0.25%
96VANGUARD INDEX FDS9229083636,549$2.3M0.25%
97HEWLETT PACKARD ENTERPRISE CHPE-PC142,296$2.3M0.25%
98DOLLAR GEN CORP NEW2566771059,052$2.2M0.24%
99MICROCHIP TECHNOLOGY INC.MCHPP30,834$2.2M0.23%
100GRAINGER W W INC3848021043,814$2.1M0.23%
101ISHARES TR46428841419,693$2.1M0.22%
102ISHARES TR46428744021,562$2.1M0.22%
103PHILIP MORRIS INTL INC71817210920,319$2.1M0.22%
104PEPSICO INCPEP11,235$2.0M0.22%
105ISHARES TR46428765511,475$2.0M0.22%
106ISHARES TR46428864638,840$1.9M0.21%
1073M COMMM16,060$1.9M0.21%
108ISHARES TR4642875077,961$1.9M0.21%
109MARSH & MCLENNAN COS INC57174810211,609$1.9M0.21%
110ISHARES TR46428866116,540$1.9M0.21%
111ISHARES TR4642876228,990$1.9M0.20%
112NETFLIX INCNFLX6,365$1.9M0.20%
113VANGUARD SCOTTSDALE FDS92206C87024,214$1.9M0.20%
114TEXAS INSTRS INC88250810411,333$1.9M0.20%
115ISHARES TR46428763012,808$1.8M0.19%
116UNITED PARCEL SERVICE INCUPS10,214$1.8M0.19%
117ADOBE SYSTEMS INCORPORATEDADBE5,146$1.7M0.19%
118SELECT SECTOR SPDR TR81369Y20912,485$1.7M0.18%
119US BANCORP DELUSB-PS38,231$1.7M0.18%
120STATE STR CORPSTT-PG21,340$1.7M0.18%
121ISHARES TR46432F84226,842$1.7M0.18%
122VANGUARD INDEX FDS9229086297,934$1.6M0.17%
123NEXTERA ENERGY INCNEE-PW19,055$1.6M0.17%
124ISHARES TR46428746524,043$1.6M0.17%
125CONAGRA BRANDS INCCAG39,292$1.5M0.16%
126VANGUARD WORLD FDS92204A8769,841$1.5M0.16%
127VANGUARD TAX-MANAGED FDS92194385835,554$1.5M0.16%
128INVESCO QQQ TRIVZ5,600$1.5M0.16%
129SALESFORCE INCCRM11,000$1.5M0.16%
130SERVICENOW INCNOW3,714$1.4M0.16%
131ISHARES TR46428942021,760$1.4M0.15%
132SMUCKER J M CO8326964058,666$1.4M0.15%
133BROADRIDGE FINL SOLUTIONS IN11133T10310,025$1.3M0.15%
134ELEVANCE HEALTH INCELV2,464$1.3M0.14%
135HONEYWELL INTL INC4385161065,881$1.3M0.14%
136MEDTRONIC PLCMDT16,083$1.2M0.14%
137GLOBAL PMTS INC37940X10212,442$1.2M0.13%
138SCHLUMBERGER LTDSLB22,813$1.2M0.13%
139SCHWAB STRATEGIC TR80852420125,795$1.2M0.13%
140VANGUARD INDEX FDS9229087516,241$1.1M0.12%
141AUTODESK INCADSK6,075$1.1M0.12%
142ECOLAB INCECL7,650$1.1M0.12%
143CONOCOPHILLIPSCOP9,373$1.1M0.12%
144CROWN CASTLE INCCCI8,145$1.1M0.12%
145STARBUCKS CORPSBUX11,006$1.1M0.12%
146HERSHEY COHSY4,700$1.1M0.12%
147NASDAQ INCNDAQ17,674$1.1M0.12%
148ENTERPRISE PRODS PARTNERS L29379210744,870$1.1M0.12%
149ZOETIS INCZTS7,284$1.1M0.12%
150ISHARES TR46428859610,225$1.0M0.11%
151DUPONT DE NEMOURS INCDD15,232$1.0M0.11%
152TESLA INCTSLA8,348$1.0M0.11%
153OLD DOMINION FREIGHT LINE INODFL3,574$1.0M0.11%
154SELECT SECTOR SPDR TR81369Y4077,852$1.0M0.11%
155ISHARES TR46428887722,000$1.0M0.11%
156PERRIGO CO PLCPRGO29,605$1.0M0.11%
157SELECT SECTOR SPDR TR81369Y30813,246$987,4890.11%
158ISHARES TR46428745711,990$973,2290.11%
159LINDE PLCLIN2,979$971,5270.10%
160MARTIN MARIETTA MATLS INC5732841062,825$954,7650.10%
161DIMENSIONAL ETF TRUST25434V40122,589$939,9280.10%
162CORTEVA INCCTVA15,952$937,6590.10%
163BERKSHIRE HATHAWAY INC DELBRK-A2$937,4220.10%
164BLACKSTONE INCBX12,566$932,2720.10%
165EATON CORP PLCETN5,879$922,7090.10%
166AIRBNB INCABNB10,287$879,5370.10%
167SELECT SECTOR SPDR TR81369Y7048,860$870,1410.09%
168REPUBLIC SVCS INC7607591006,740$869,3930.09%
169ILLUMINA INCILMN4,165$842,2140.09%
170BAXTER INTL INC07181310916,211$826,2750.09%
171GARTNER INCIT2,454$824,7190.09%
172SHERWIN WILLIAMS COSHW3,473$824,2470.09%
173LOCKHEED MARTIN CORPLMT1,657$806,1140.09%
174PUBLIC SVC ENTERPRISE GRP IN74457310612,945$793,1410.09%
175PAYPAL HLDGS INCPYPL10,937$778,9150.08%
176FIRST TR EXCHANGE-TRADED FD33739Q70515,173$775,1630.08%
177INVESCO EXCHANGE TRADED FD TIVZ3,157$767,0880.08%
178DIMENSIONAL ETF TRUST25434V72422,729$760,9670.08%
179SCHWAB STRATEGIC TR80852440911,461$756,6550.08%
180DOW INCDOW14,880$749,8030.08%
181CHUBB LIMITEDCB3,375$744,5250.08%
182SELECT SECTOR SPDR TR81369Y60521,514$735,7790.08%
183LAM RESEARCH CORPLRCX1,662$698,5390.08%
184ISHARES TR46434V62113,950$697,5000.08%
185ABBVIE INCABBV4,186$676,4590.07%
186INVESCO EXCHANGE TRADED FD TIVZ15,363$675,9720.07%
187PHILLIPS 66PSX6,487$675,1670.07%
188ISHARES TR4642886795,669$623,1360.07%
189ISHARES TR46429B6978,566$617,6090.07%
190AUTOMATIC DATA PROCESSING INADP2,585$617,4530.07%
191GLOBAL X FDS37954Y48336,759$584,8360.06%
192ISHARES TR4642874998,635$582,4310.06%
193COSTCO WHSL CORP NEW22160K1051,262$576,1030.06%
194ISHARES TR4642888856,811$570,4890.06%
195FASTENAL COFAST11,200$529,9840.06%
196ISHARES TR4642872265,298$513,8530.06%
197PNC FINL SVCS GROUP INC6934751053,128$494,0760.05%
198EMERSON ELEC COEMR4,783$459,4550.05%
199ISHARES TR46428822422,918$454,9220.05%
200MCKESSON CORPMCK1,171$439,2660.05%
201LILLY ELI & COLLY1,162$425,1060.05%
202ISHARES TR4642876635,945$419,8950.05%
203AMERICAN EXPRESS COAXP2,800$413,7000.04%
204ISHARES TR46428723410,837$410,7400.04%
205CHARLES RIV LABS INTL INC1598641071,876$408,7800.04%
206DOCUSIGN INCDOCU7,356$407,6420.04%
207AMPHENOL CORP NEW0320951015,320$405,0650.04%
208ARK ETF TR00214Q10412,946$404,4330.04%
209FLEXSHARES TRFLEX19,061$393,2280.04%
210INTUITIVE SURGICAL INCISRG1,440$382,1040.04%
211CATERPILLAR INCCAT1,578$378,0260.04%
212DEERE & CODE881$377,6340.04%
213STRYKER CORPORATIONSYK1,539$376,2700.04%
214WEC ENERGY GROUP INCWEC4,003$375,3210.04%
215AMAZON COM INCAMZN7,300$373,7600.04%
216MARRIOTT INTL INC NEW5719032022,446$364,1850.04%
217WABTEC9297401083,617$361,0130.04%
218CHURCH & DWIGHT CO INCCHD4,400$354,6840.04%
219SHOCKWAVE MED INC82489T1041,612$331,4430.04%
220ISHARES TR4642871503,900$330,7200.04%
221SSGA ACTIVE ETF TR78467V8488,212$328,8080.04%
222CIGNA CORP NEW125523100978$324,0510.04%
223GOLDMAN SACHS GROUP INCGSCE929$319,0000.03%
224AIR PRODS & CHEMS INCAIIR1,025$315,9670.03%
225SKYWORKS SOLUTIONS INCSWKS3,461$315,4130.03%
226ILLINOIS TOOL WKS INC4523081091,405$309,5220.03%
227APPLE INCAAPL8,600$302,4620.03%
228CMS ENERGY CORPCMS-PC4,760$301,4510.03%
229EXELON CORPEXC6,931$299,6270.03%
230SPDR S&P MIDCAP 400 ETF TRMDY672$297,5550.03%
231MORGAN STANLEYMS-PQ3,481$295,9330.03%
232BANK AMERICA CORP0605051048,840$292,7810.03%
233ROPER TECHNOLOGIES INCROP663$286,4760.03%
234CINTAS CORPCTAS630$284,5210.03%
235BRISTOL-MYERS SQUIBB COCELG-RI3,953$284,4180.03%
236COMCAST CORP NEWCCZ7,883$275,6680.03%
237VANGUARD WORLD FDS92204A8843,265$268,5460.03%
238SOUTHERN COSOMN3,760$268,5020.03%
239DIMENSIONAL ETF TRUST25434V5005,218$266,9010.03%
240SELECT SECTOR SPDR TR81369Y8863,686$259,8630.03%
241ISHARES TR4642874732,415$254,3960.03%
242TRAVELERS COMPANIES INCTRV1,338$250,8620.03%
243ALIGN TECHNOLOGY INCALGN1,181$249,0200.03%
244MCCORMICK & CO INCMKC-V2,990$247,8410.03%
245INTUITINTU617$240,1490.03%
246ISHARES TR4642874322,380$236,9530.03%
247VANGUARD STAR FDS9219097684,521$233,8260.03%
248GLOBAL NET LEASE INCGNL-PE18,328$230,3830.02%
249CANADIAN NATL RY CO1363751021,895$225,2780.02%
250TRANE TECHNOLOGIES PLCTT1,338$224,8620.02%
251BOEING COBA-PA1,180$224,7780.02%
252ISHARES GOLD TRIAU6,441$222,7940.02%
253INVESCO EXCHANGE TRADED FD TIVZ1,453$220,2890.02%
254ISHARES TR46429B6632,105$219,4250.02%
255NUSHARES ETF TRNU4,468$218,4410.02%
256XCEL ENERGY INCXELLL3,100$217,3410.02%
257SPDR SER TR78464A7631,734$216,9410.02%
258SELECTQUOTE INCSLQT322,580$216,7420.02%
259SPDR GOLD TRGLD1,260$213,7460.02%
260BECTON DICKINSON & COBDX821$208,7800.02%
261DXC TECHNOLOGY CODXC7,799$206,6740.02%
262FERGUSON PLC NEWG3421J1061,614$204,9300.02%
263ISHARES TR4642871681,679$202,4870.02%
264SIRIUS XM HOLDINGS INCSIRI14,910$87,0740.01%
265AKARI THERAPEUTICS PLCAKTX100,000$46,9900.01%
266ALPINE 4 HOLDINGS INC02083E10513,000$6,8720.00%
267ELECTROCORE INCECOR10,000$2,5670.00%