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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 Q2 2023 · Filed May 2, 2023 · Accession 0001085146-23-001996

Total Value
$959.2M
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200179,633$73.8M7.70%
2MICROSOFT CORPMSFT121,357$35.0M3.65%
3VANGUARD BD INDEX FDS921937835470,144$34.7M3.62%
4ISHARES TR464289438178,702$24.8M2.59%
5BERKSHIRE HATHAWAY INC DELBRK-A65,911$20.4M2.12%
6ALPHABET INCGOOG189,652$19.7M2.05%
7ORACLE CORPORCL-PD205,787$19.1M1.99%
8APPLE INCAAPL111,781$18.4M1.92%
9MERCK & CO INCMRK172,575$18.4M1.91%
10JPMORGAN CHASE & COVYLD125,294$16.3M1.70%
11CISCO SYS INCCSCO292,968$15.3M1.60%
12DANAHER CORPORATION23585110260,712$15.3M1.60%
13SCHWAB STRATEGIC TR808524797205,595$15.0M1.57%
14UNITEDHEALTH GROUP INCUNH29,815$14.1M1.47%
15VANGUARD INDEX FDS92290853868,241$13.3M1.39%
16RAYTHEON TECHNOLOGIES CORPRTX131,509$12.9M1.34%
17HOME DEPOT INCHD42,450$12.5M1.31%
18MONDELEZ INTL INC609207105171,202$11.9M1.24%
19GENUINE PARTS COGPC70,503$11.8M1.23%
20CHEVRON CORP NEWCVX71,518$11.7M1.22%
21VANGUARD SPECIALIZED FUNDS92190884475,361$11.6M1.21%
22SPDR S&P 500 ETF TRSPY28,068$11.5M1.20%
23VANGUARD WHITEHALL FDS921946406103,974$11.0M1.14%
24INVESCO EXCHANGE TRADED FD TIVZ73,209$10.6M1.10%
25TJX COS INC NEW872540109122,159$9.6M1.00%
26JOHNSON CTLS INTL PLCG51502105157,704$9.5M0.99%
27ISHARES TR46428861290,360$9.4M0.98%
28MCDONALDS CORPMCD33,151$9.3M0.97%
29EXXON MOBIL CORPXOM82,782$9.1M0.95%
30EVERGY INCEVRG148,016$9.0M0.94%
31PFIZER INCPFE208,018$8.5M0.88%
32ZIMMER BIOMET HOLDINGS INCZBH61,193$7.9M0.82%
33VANGUARD WORLD FDS92204A70219,931$7.7M0.80%
34AMAZON COM INCAMZN70,896$7.3M0.76%
35FIRSTENERGY CORPFE182,449$7.3M0.76%
36JOHNSON & JOHNSONJNJ46,123$7.1M0.75%
37ABBOTT LABSABLZF69,338$7.0M0.73%
38FRANKLIN RESOURCES INCBEN254,976$6.9M0.72%
39INTERNATIONAL BUSINESS MACHSINTR51,211$6.7M0.70%
40JACOBS SOLUTIONS INCJ56,536$6.6M0.69%
41ANALOG DEVICES INCADI33,145$6.5M0.68%
42DOMINION ENERGY INCD115,644$6.5M0.67%
43KRAFT HEINZ COKHC156,162$6.0M0.63%
44CITIZENS FINL GROUP INCCIA192,939$5.9M0.61%
45VANGUARD SCOTTSDALE FDS92206C40976,311$5.8M0.61%
46CONSTELLATION BRANDS INCSTZ25,477$5.8M0.60%
47BLACKROCK INCBLK8,446$5.7M0.59%
48SELECT SECTOR SPDR TR81369Y50666,184$5.5M0.57%
49GLOBAL PMTS INC37940X10251,539$5.4M0.57%
50ISHARES TR46428761422,096$5.4M0.56%
51META PLATFORMS INCMETA24,562$5.2M0.54%
52VANGUARD INDEX FDS92290851238,712$5.2M0.54%
53SCHWAB STRATEGIC TR808524672215,995$5.1M0.53%
54ALPHABET INCGOOG49,056$5.1M0.53%
55AGILENT TECHNOLOGIES INCA35,823$5.0M0.52%
56THERMO FISHER SCIENTIFIC INCTMO8,546$4.9M0.51%
57ISHARES TR46428730975,363$4.8M0.50%
58ISHARES TR46428770545,735$4.7M0.49%
59COCA COLA COKO72,796$4.5M0.47%
60PROCTER AND GAMBLE CO74271810929,470$4.4M0.46%
61ASTRAZENECA PLCAZN62,793$4.4M0.45%
62VERIZON COMMUNICATIONS INCVZ110,507$4.3M0.45%
63ISHARES TR46428760659,948$4.3M0.45%
64ACCENTURE PLC IRELANDACN13,873$4.0M0.41%
65ISHARES TR46428815836,888$3.9M0.40%
66VANGUARD INDEX FDS92290873614,870$3.7M0.39%
67HP INCHPQ123,212$3.6M0.38%
68VANGUARD INDEX FDS92290874425,664$3.5M0.37%
69AT&T INCT-PC180,907$3.5M0.36%
70SELECT SECTOR SPDR TR81369Y80322,449$3.4M0.35%
71AMCOR PLCAMCCF291,675$3.3M0.35%
72VISA INCV14,486$3.3M0.34%
73LOWES COS INC54866110715,796$3.2M0.33%
74DISNEY WALT CO25468710631,471$3.2M0.33%
75VANGUARD MUN BD FDS92290774662,150$3.1M0.33%
76MASTERCARD INCORPORATEDMA8,604$3.1M0.33%
77KEYSIGHT TECHNOLOGIES INCKEYS19,279$3.1M0.32%
78ROSS STORES INCROST28,290$3.0M0.31%
79UNION PAC CORPUNP14,845$3.0M0.31%
80VANGUARD INDEX FDS92290863715,821$3.0M0.31%
81TRUIST FINL CORP89832Q10985,975$2.9M0.31%
82NIKE INCNKE23,603$2.9M0.30%
83ISHARES TR46428780429,732$2.9M0.30%
84BROADRIDGE FINL SOLUTIONS IN11133T10318,776$2.8M0.29%
85SNAP ON INCSNA10,862$2.7M0.28%
86VANGUARD INDEX FDS92290876912,770$2.6M0.27%
87ISHARES INC46434G10353,306$2.6M0.27%
88FLEXSHARES TRFLEX47,313$2.6M0.27%
89ISHARES TR46428740816,218$2.5M0.26%
90VANGUARD INDEX FDS9229083636,520$2.5M0.26%
91V F CORPVFC106,534$2.4M0.25%
92ISHARES TR46428759816,024$2.4M0.25%
93SYSCO CORPSYY30,903$2.4M0.25%
94ISHARES TR46428744023,706$2.3M0.24%
95AMERISOURCEBERGEN CORPCOR14,358$2.3M0.24%
96FASTENAL COFAST42,190$2.3M0.24%
97HEWLETT PACKARD ENTERPRISE CHPE-PC142,296$2.3M0.24%
98VANGUARD TAX-MANAGED FDS92194385850,168$2.3M0.24%
99SALESFORCE INCCRM11,057$2.2M0.23%
100ISHARES TR46428864642,938$2.2M0.23%
101NETFLIX INCNFLX6,264$2.2M0.23%
102MICROCHIP TECHNOLOGY INC.MCHPP25,490$2.1M0.22%
103ISHARES TR46428841419,693$2.1M0.22%
104AMGEN INCAMGN8,704$2.1M0.22%
105GRAINGER W W INC3848021043,015$2.1M0.22%
106ISHARES TR46428765511,520$2.1M0.21%
107ISHARES TR4642876228,999$2.0M0.21%
108VANGUARD SCOTTSDALE FDS92206C87024,939$2.0M0.21%
109PEPSICO INCPEP10,960$2.0M0.21%
110UNITED PARCEL SERVICE INCUPS10,255$2.0M0.21%
111ISHARES TR4642875077,941$2.0M0.21%
112PHILIP MORRIS INTL INC71817210920,029$1.9M0.20%
113MARSH & MCLENNAN COS INC57174810211,639$1.9M0.20%
114ISHARES TR46428866116,440$1.9M0.20%
115ISHARES TR46432F33915,440$1.9M0.20%
116CVS HEALTH CORPCVS25,722$1.9M0.20%
117PARKER-HANNIFIN CORPPH5,630$1.9M0.20%
118DOLLAR GEN CORP NEW2566771058,977$1.9M0.20%
119TEXAS INSTRS INC8825081049,967$1.9M0.19%
120INVESCO QQQ TRIVZ5,600$1.8M0.19%
121ISHARES TR46432F84226,643$1.8M0.19%
122ISHARES TR46428942026,846$1.7M0.18%
123ISHARES TR46428763012,655$1.7M0.18%
124ISHARES TR46428746524,100$1.7M0.18%
125TESLA INCTSLA8,258$1.7M0.18%
126SERVICENOW INCNOW3,653$1.7M0.18%
1273M COMMM15,910$1.7M0.17%
128VANGUARD INDEX FDS9229086297,864$1.7M0.17%
129SELECT SECTOR SPDR TR81369Y20912,425$1.6M0.17%
130STATE STR CORPSTT-PG21,107$1.6M0.17%
131NEXTERA ENERGY INCNEE-PW18,959$1.5M0.15%
132CONAGRA BRANDS INCCAG38,867$1.5M0.15%
133ADOBE SYSTEMS INCORPORATEDADBE3,771$1.5M0.15%
134VANGUARD WORLD FDS92204A8769,841$1.5M0.15%
135US BANCORP DELUSB-PS38,503$1.4M0.14%
136MEDTRONIC PLCMDT16,854$1.4M0.14%
137SMUCKER J M CO8326964058,577$1.3M0.14%
138AIRBNB INCABNB10,417$1.3M0.14%
139AUTODESK INCADSK6,155$1.3M0.13%
140ECOLAB INCECL7,650$1.3M0.13%
141SCHWAB STRATEGIC TR80852420125,901$1.3M0.13%
142OLD DOMINION FREIGHT LINE INODFL3,674$1.3M0.13%
143DIMENSIONAL ETF TRUST25434V40128,005$1.2M0.13%
144ISHARES TR46428887725,131$1.2M0.13%
145VANGUARD INDEX FDS9229087516,317$1.2M0.12%
146ZOETIS INCZTS7,070$1.2M0.12%
147SELECT SECTOR SPDR TR81369Y4077,837$1.2M0.12%
148ENTERPRISE PRODS PARTNERS L29379210744,870$1.2M0.12%
149STARBUCKS CORPSBUX10,906$1.1M0.12%
150LAM RESEARCH CORPLRCX2,085$1.1M0.12%
151BLACKSTONE INCBX12,566$1.1M0.12%
152HONEYWELL INTL INC4385161065,749$1.1M0.11%
153ELEVANCE HEALTH INCELV2,389$1.1M0.11%
154HERSHEY COHSY4,310$1.1M0.11%
155DUPONT DE NEMOURS INCDD15,232$1.1M0.11%
156CROWN CASTLE INCCCI8,145$1.1M0.11%
157LINDE PLCLIN3,028$1.1M0.11%
158SCHLUMBERGER LTDSLB21,713$1.1M0.11%
159PERRIGO CO PLCPRGO29,668$1.1M0.11%
160ISHARES TR46428745712,350$1.0M0.11%
161EATON CORP PLCETN5,879$1.0M0.11%
162MARTIN MARIETTA MATLS INC5732841062,825$1.0M0.10%
163SELECT SECTOR SPDR TR81369Y30813,246$989,6090.10%
164ILLUMINA INCILMN4,226$982,8140.10%
165DIMENSIONAL ETF TRUST25434V72429,220$978,2860.10%
166CORTEVA INCCTVA15,901$958,9890.10%
167NASDAQ INCNDAQ17,439$953,3900.10%
168BERKSHIRE HATHAWAY INC DELBRK-A2$931,2000.10%
169CONOCOPHILLIPSCOP9,373$929,8950.10%
170SERVICE CORP INTL81756510413,215$908,9280.09%
171ISHARES TR4642885968,458$894,7230.09%
172SELECT SECTOR SPDR TR81369Y7048,820$892,4080.09%
173INVESCO EXCHANGE TRADED FD TIVZ3,132$864,3690.09%
174PAYPAL HLDGS INCPYPL11,072$840,7890.09%
175DOW INCDOW14,880$815,7220.09%
176PUBLIC SVC ENTERPRISE GRP IN74457310612,945$808,4160.08%
177REPUBLIC SVCS INC7607591005,825$787,6570.08%
178GARTNER INCIT2,412$785,5940.08%
179FIRST TR EXCHANGE-TRADED FD33739Q70515,177$780,7150.08%
180SHERWIN WILLIAMS COSHW3,473$780,6260.08%
181ISHARES TR4642888858,061$755,1540.08%
182SCHWAB STRATEGIC TR80852440911,461$751,6120.08%
183LOCKHEED MARTIN CORPLMT1,557$736,0410.08%
184INVESCO EXCHANGE TRADED FD TIVZ15,363$726,9770.08%
185ISHARES TR46434V62114,275$713,6070.07%
186SELECTQUOTE INCSLQT322,580$699,9990.07%
187SELECT SECTOR SPDR TR81369Y60521,514$691,6750.07%
188CHUBB LIMITEDCB3,374$655,1630.07%
189BAXTER INTL INC07181310916,085$652,4080.07%
190ISHARES TR4642886795,669$626,4250.07%
191ISHARES TR46429B6978,560$622,6540.06%
192COSTCO WHSL CORP NEW22160K1051,233$612,6410.06%
193PHILLIPS 66PSX6,041$612,4370.06%
194GLOBAL X FDS37954Y48335,656$611,5000.06%
195ISHARES TR4642874998,635$603,7590.06%
196BOOKING HOLDINGS INCBKNG200$530,4820.06%
197NVIDIA CORPORATIONNVDA1,878$521,6520.05%
198ISHARES TR4642872265,213$519,4230.05%
199AUTOMATIC DATA PROCESSING INADP2,312$514,7210.05%
200ARK ETF TR00214Q10412,708$512,6410.05%
201AMERICAN EXPRESS COAXP2,800$461,8600.05%
202ISHARES TR46428822422,918$453,3180.05%
203AMPHENOL CORP NEW0320951015,320$434,7500.05%
204STRYKER CORPORATIONSYK1,514$432,2020.05%
205ISHARES TR46428723410,837$427,6470.04%
206DOCUSIGN INCDOCU7,228$421,3630.04%
207SKYWORKS SOLUTIONS INCSWKS3,542$417,9280.04%
208MCKESSON CORPMCK1,151$409,8140.04%
209EMERSON ELEC COEMR4,663$406,3340.04%
210SPDR SER TR78468R6634,389$402,9980.04%
211MARRIOTT INTL INC NEW5719032022,356$391,1900.04%
212CHURCH & DWIGHT CO INCCHD4,400$389,0040.04%
213ALIGN TECHNOLOGY INCALGN1,162$388,1870.04%
214FLEXSHARES TRFLEX17,504$386,4880.04%
215LILLY ELI & COLLY1,110$381,1960.04%
216CHARLES RIV LABS INTL INC1598641071,876$378,6140.04%
217ABBVIE INCABBV2,364$376,7110.04%
218WEC ENERGY GROUP INCWEC3,934$372,9040.04%
219INTUITIVE SURGICAL INCISRG1,440$367,8770.04%
220WABTEC9297401083,617$365,5340.04%
221DEERE & CODE881$363,6480.04%
222ISHARES TR4642876634,925$363,3670.04%
223CATERPILLAR INCCAT1,578$361,1100.04%
224ISHARES TR4642871503,900$353,1450.04%
225SHOCKWAVE MED INC82489T1041,612$349,5300.04%
226ILLINOIS TOOL WKS INC4523081091,405$342,0470.04%
227SSGA ACTIVE ETF TR78467V8488,212$336,9380.04%
228DIMENSIONAL ETF TRUST25434V5006,001$316,2530.03%
229VANGUARD WORLD FDS92204A8843,265$315,6280.03%
230VANGUARD BD INDEX FDS9219378274,079$312,0030.03%
231SPDR S&P MIDCAP 400 ETF TRMDY672$308,0520.03%
232GOLDMAN SACHS GROUP INCGSCE929$303,8850.03%
233COMCAST CORP NEWCCZ7,883$298,8440.03%
234AIR PRODS & CHEMS INCAIIR1,025$294,3900.03%
235MORGAN STANLEYMS-PQ3,345$293,6690.03%
236ROPER TECHNOLOGIES INCROP663$292,1770.03%
237CMS ENERGY CORPCMS-PC4,760$292,1690.03%
238ISHARES TR46428844810,423$286,5280.03%
239INTUITINTU617$275,0770.03%
240BRISTOL-MYERS SQUIBB COCELG-RI3,844$266,4280.03%
241SOUTHERN COSOMN3,760$261,6210.03%
242CINTAS CORPCTAS565$261,4140.03%
243ISHARES TR4642874732,415$256,4730.03%
244ISHARES TR4642874322,380$253,1610.03%
245BOEING COBA-PA1,180$250,6670.03%
246THE CIGNA GROUP125523100978$249,9080.03%
247VANGUARD STAR FDS9219097684,521$249,6040.03%
248SELECT SECTOR SPDR TR81369Y8863,686$249,5050.03%
249NUSHARES ETF TRNU4,468$249,0460.03%
250MCCORMICK & CO INCMKC-V2,990$248,7980.03%
251BANK AMERICA CORP0605051048,509$243,3570.03%
252ISHARES GOLD TRIAU6,441$240,7000.03%
253GLOBAL NET LEASE INCGNL-PE18,328$235,6980.02%
254MOODYS CORPMCO751$229,8910.02%
255TRAVELERS COMPANIES INCTRV1,338$229,3470.02%
256SPDR GOLD TRGLD1,240$227,1930.02%
257CANADIAN NATL RY CO1363751021,895$223,5530.02%
258INVESCO EXCHANGE TRADED FD TIVZ1,453$219,6060.02%
259ISHARES TR46429B6632,118$215,3160.02%
260SPDR SER TR78464A7631,734$214,5130.02%
261XCEL ENERGY INCXELLL3,100$209,0640.02%
262PNC FINL SVCS GROUP INC6934751051,635$207,8090.02%
263FERGUSON PLC NEWG3421J1061,526$204,1030.02%
264TRANE TECHNOLOGIES PLCTT1,106$203,4360.02%
265BECTON DICKINSON & COBDX821$203,2300.02%
266SIRIUS XM HOLDINGS INCSIRI14,910$59,1930.01%
267AKARI THERAPEUTICS PLCAKTX100,000$18,1700.00%
268ALPINE 4 HOLDINGS INC02083E10513,000$6,6300.00%