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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

Fidelis Capital Partners, LLC

Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0001085146-23-003226

Total Value
$274.1M
Positions
273
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (273)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL106,397$20.6M7.53%
2MICROSOFT CORPMSFT47,275$16.1M5.87%
3SPDR S&P 500 ETF TRSPY26,498$11.7M4.29%
4ALPHABET INCGOOG52,518$6.4M2.32%
5NVIDIA CORPORATIONNVDA13,310$5.6M2.05%
6AMAZON COM INCAMZN40,122$5.2M1.91%
7VANGUARD INDEX FDS92290862922,784$5.0M1.83%
8ALPHABET INCGOOG39,252$4.7M1.71%
9ISHARES TR46432F33934,513$4.7M1.70%
10ISHARES TR46428720010,413$4.6M1.69%
11EXXON MOBIL CORPXOM37,614$4.0M1.47%
12CHEVRON CORP NEWCVX23,064$3.6M1.32%
13VANGUARD SPECIALIZED FUNDS92190884420,527$3.3M1.22%
14JPMORGAN CHASE & COVYLD21,842$3.2M1.16%
15ISHARES TR46428750711,272$2.9M1.08%
16ISHARES TR46428765513,963$2.6M0.95%
17META PLATFORMS INCMETA8,750$2.5M0.92%
18UNITEDHEALTH GROUP INCUNH5,214$2.5M0.91%
19VANGUARD INDEX FDS9229083636,152$2.5M0.91%
20ISHARES TR46428715024,890$2.4M0.89%
21BERKSHIRE HATHAWAY INC DELBRK-A7,125$2.4M0.89%
22VISA INCV9,767$2.3M0.85%
23COCA COLA COKO38,277$2.3M0.84%
24MERCK & CO INCMRK19,667$2.3M0.83%
25BROADCOM INCAVGO2,560$2.2M0.81%
26TESLA INCTSLA8,191$2.1M0.78%
27ISHARES TR46428749929,215$2.1M0.78%
28LILLY ELI & COLLY4,333$2.0M0.74%
29PALO ALTO NETWORKS INCPANW7,778$2.0M0.73%
30SELECT SECTOR SPDR TR81369Y80310,923$1.9M0.69%
31HOME DEPOT INCHD6,112$1.9M0.69%
32PROCTER AND GAMBLE CO74271810912,336$1.9M0.68%
33JOHNSON & JOHNSONJNJ11,189$1.9M0.68%
34SELECT SECTOR SPDR TR81369Y20912,761$1.7M0.62%
35CONOCOPHILLIPSCOP16,023$1.7M0.61%
36DEVON ENERGY CORP NEW25179M10333,941$1.6M0.60%
37COSTCO WHSL CORP NEW22160K1053,041$1.6M0.60%
38ISHARES INC46434G10332,108$1.6M0.58%
39MASTERCARD INCORPORATEDMA3,968$1.6M0.57%
40ABBOTT LABSABLZF14,277$1.6M0.57%
41ABBVIE INCABBV11,370$1.5M0.56%
42VANGUARD INDEX FDS9229087517,663$1.5M0.56%
43GOLDMAN SACHS ETF TRNVGLF17,318$1.5M0.55%
44ISHARES TR4642876145,426$1.5M0.54%
45CRACKER BARREL OLD CTRY STOR22410J10615,436$1.4M0.52%
46PACER FDS TR69374H85735,226$1.4M0.52%
47ISHARES TR46432F84221,183$1.4M0.52%
48CISCO SYS INCCSCO27,554$1.4M0.52%
49PEPSICO INCPEP7,673$1.4M0.52%
50THERMO FISHER SCIENTIFIC INCTMO2,626$1.4M0.50%
51ISHARES TR46428748113,453$1.3M0.47%
52QUALCOMM INCQCOM10,806$1.3M0.47%
53WELLS FARGO CO NEW94974610130,137$1.3M0.47%
54ADOBE SYSTEMS INCORPORATEDADBE2,611$1.3M0.47%
55ISHARES TR46428780412,724$1.3M0.46%
56HONEYWELL INTL INC4385161066,039$1.3M0.46%
57SELECT SECTOR SPDR TR81369Y50614,743$1.2M0.44%
58VANGUARD INTL EQUITY INDEX F92204285829,035$1.2M0.43%
59MCDONALDS CORPMCD3,925$1.2M0.43%
60WALMART INCWMT7,283$1.1M0.42%
61MORGAN STANLEYMS-PQ13,310$1.1M0.41%
62SPDR S&P MIDCAP 400 ETF TRMDY2,351$1.1M0.41%
63ISHARES TR4642871689,915$1.1M0.41%
64CHIPOTLE MEXICAN GRILL INCCMG519$1.1M0.41%
65SALESFORCE INCCRM5,177$1.1M0.40%
66ISHARES TR46428722610,974$1.1M0.39%
67VANECK ETF TRUST92189F48642,155$1.1M0.39%
68GOLDMAN SACHS GROUP INCGSCE3,281$1.1M0.39%
69ACCENTURE PLC IRELANDACN3,402$1.0M0.38%
70EATON CORP PLCETN5,182$1.0M0.38%
71NEXTERA ENERGY INCNEE-PW13,358$991,1620.36%
72NETFLIX INCNFLX2,197$967,7540.35%
73ISHARES TR46429B69712,583$935,2950.34%
74BANK AMERICA CORP06050510432,069$920,0620.34%
75NIKE INCNKE7,549$833,1880.30%
76ISHARES TR4642887607,080$826,0250.30%
77LOWES COS INC5486611073,658$825,6110.30%
78PFIZER INCPFE22,491$824,9730.30%
79SCHLUMBERGER LTDSLB16,679$819,2810.30%
80WILLIAMS COS INC96945710024,715$806,4580.29%
81TRANSDIGM GROUP INCTDG889$794,9150.29%
82DANAHER CORPORATION2358511023,272$785,2800.29%
83UNION PAC CORPUNP3,819$781,4430.29%
84INVESCO QQQ TRIVZ2,115$781,3230.29%
85RAYTHEON TECHNOLOGIES CORPRTX7,965$780,2520.28%
86PIONEER NAT RES CO7237871073,753$777,5710.28%
87MONDELEZ INTL INC60920710510,570$770,9770.28%
88BLACKROCK INCBLK1,078$745,0490.27%
89MARSH & MCLENNAN COS INC5717481023,953$743,4790.27%
90ORACLE CORPORCL-PD6,239$743,0050.27%
91CATERPILLAR INCCAT2,945$724,6160.26%
92DEERE & CODE1,773$718,4030.26%
93CHENIERE ENERGY INCLNG4,713$718,1500.26%
94ISHARES TR46428723418,100$716,0360.26%
95OREILLY AUTOMOTIVE INC67103H107743$709,7910.26%
96MICRON TECHNOLOGY INCMU11,147$703,4860.26%
97CVS HEALTH CORPCVS9,787$676,5790.25%
98PROLOGIS INC.PLDGP5,417$664,2900.24%
99LINDE PLCLIN1,735$661,1740.24%
100TEXAS INSTRS INC8825081043,661$659,0520.24%
101INTUITINTU1,433$656,5870.24%
102HALLIBURTON COHAL19,546$644,8400.24%
103STARBUCKS CORPSBUX6,485$642,4020.23%
104TJX COS INC NEW8725401097,568$641,6910.23%
105LAM RESEARCH CORPLRCX993$638,3630.23%
106DISNEY WALT CO2546871067,099$633,7960.23%
107VALARIS LIMITEDVAL-WT10,062$633,2170.23%
108VALERO ENERGY CORPVLO5,228$613,2270.22%
109ELEVANCE HEALTH INCELV1,378$612,2310.22%
110EMERSON ELEC COEMR6,547$591,7820.22%
111HILTON WORLDWIDE HLDGS INCHLT4,035$587,2950.21%
112AIR PRODS & CHEMS INCAIIR1,917$574,1980.21%
113KLA CORPKLAC1,177$570,8630.21%
114WISDOMTREE TRWT6,755$562,3540.21%
115WASTE MGMT INC DEL94106L1093,223$558,9340.20%
116ZOETIS INCZTS3,238$557,6130.20%
117COPART INCCPRT6,084$554,9190.20%
118SERVICENOW INCNOW977$549,0470.20%
119INTUITIVE SURGICAL INCISRG1,591$544,0290.20%
120APPLIED MATLS INC0382221053,728$538,8470.20%
121AMGEN INCAMGN2,425$538,3980.20%
122AON PLCAON1,559$538,1680.20%
123MCKESSON CORPMCK1,255$536,2740.20%
124VANGUARD BD INDEX FDS9219378277,094$536,0940.20%
125SPROTT PHYSICAL GOLD TRSII35,550$530,4060.19%
126ISHARES TR4642877054,936$528,7930.19%
127AUTOMATIC DATA PROCESSING INADP2,369$520,6860.19%
128BERKSHIRE HATHAWAY INC DELBRK-A1$517,8100.19%
129HCA HEALTHCARE INCHCA1,704$517,1280.19%
130SELECT SECTOR SPDR TR81369Y7044,809$516,0570.19%
131COMCAST CORP NEWCCZ12,062$501,1750.18%
132VULCAN MATLS CO9291601092,219$500,2530.18%
133VERTEX PHARMACEUTICALS INCVRTX1,396$491,2680.18%
134SOUTHERN COSOMN6,924$486,4160.18%
135VERIZON COMMUNICATIONS INCVZ13,075$486,2600.18%
136S&P GLOBAL INCSPGI1,189$476,6570.17%
137TARGET CORPTGT3,583$472,5960.17%
138SELECT SECTOR SPDR TR81369Y60513,910$468,9020.17%
139AMERICAN TOWER CORP NEW03027X1002,351$455,9550.17%
140MSCI INCMSCI967$453,8050.17%
141NORTHROP GRUMMAN CORPNOC989$450,7830.16%
142VANGUARD INDEX FDS9229085535,344$446,5430.16%
143BOSTON SCIENTIFIC CORPBSX8,110$438,6690.16%
144COSTAR GROUP INCCSGP4,914$437,3460.16%
145ISHARES TR4642874733,951$433,9780.16%
146CADENCE DESIGN SYSTEM INCCDNS1,846$432,9280.16%
147PROGRESSIVE CORP7433151033,259$431,3950.16%
148AMERICAN EXPRESS COAXP2,437$424,5260.15%
149NORFOLK SOUTHN CORP6558441081,872$424,4950.15%
150MICROCHIP TECHNOLOGY INC.MCHPP4,721$422,9540.15%
151EDWARDS LIFESCIENCES CORPEW4,465$421,1840.15%
152ISHARES TR4642874655,779$418,9800.15%
153LOCKHEED MARTIN CORPLMT903$415,7230.15%
154INVESCO ACTVELY MNGD ETC FDIVZ29,883$406,5580.15%
155BRISTOL-MYERS SQUIBB COCELG-RI6,345$405,7670.15%
156ROPER TECHNOLOGIES INCROP835$401,4660.15%
157EQUINIX INCEQIX512$401,3810.15%
158AT&T INCT-PC24,581$392,0680.14%
159GRAINGER W W INC384802104497$391,9300.14%
160ISHARES TR4642875982,429$383,3670.14%
161ISHARES TR4642873095,311$374,3190.14%
162FASTENAL COFAST6,331$373,4690.14%
163MOTOROLA SOLUTIONS INCMSI1,266$371,2950.14%
164DUKE ENERGY CORP NEWDUKB4,115$369,2800.13%
165VANGUARD INDEX FDS9229086112,231$369,0070.13%
166DOLLAR GEN CORP NEW2566771052,171$368,5930.13%
167ILLINOIS TOOL WKS INC4523081091,438$359,7310.13%
168UNITED PARCEL SERVICE INCUPS1,951$349,7190.13%
169CSX CORPCSX10,239$349,1530.13%
170CARRIER GLOBAL CORPORATIONCARR7,003$348,1200.13%
171ENTERPRISE PRODS PARTNERS L29379210713,168$346,9810.13%
172STRYKER CORPORATIONSYK1,131$345,0560.13%
173PHILIP MORRIS INTL INC7181721093,519$343,5270.13%
174FREEPORT-MCMORAN INCFCX8,529$341,1600.12%
175HUMANA INCHUM759$339,3710.12%
176ISHARES TR4642878793,555$338,0460.12%
177MARATHON PETE CORPMARA2,886$336,5070.12%
178BROWN & BROWN INCBRO4,887$336,4230.12%
179ROSS STORES INCROST2,962$332,1320.12%
180ANALOG DEVICES INCADI1,703$331,7640.12%
181BOEING COBA-PA1,568$331,0990.12%
182CHUBB LIMITEDCB1,715$330,2380.12%
183VERISK ANALYTICS INCVRSK1,457$329,3230.12%
184INTERCONTINENTAL EXCHANGE IN45866F1042,909$328,9530.12%
185EDISON INTL2810201074,715$327,4570.12%
186ADVANCED MICRO DEVICES INCAMD2,855$325,2130.12%
187MAGELLAN MIDSTREAM PRTNRS LP5590801065,200$324,0790.12%
188AUTOZONE INCAZO129$321,6400.12%
189ENERGY TRANSFER L PET-PI24,899$316,2170.12%
190D R HORTON INC23331A1092,594$315,6680.12%
191COOPER COS INC216648402823$315,5610.12%
192QUANTA SVCS INC74762E1021,604$315,1090.11%
193BOOKING HOLDINGS INCBKNG116$313,2350.11%
194PNC FINL SVCS GROUP INC6934751052,484$312,8630.11%
195ISHARES TR4642876064,145$310,8750.11%
196SYNOPSYS INCSNPS702$305,6580.11%
197FISERV INCFISV2,418$305,0300.11%
198MOODYS CORPMCO872$303,2120.11%
199KROGER COKR6,422$301,8340.11%
200PAYPAL HLDGS INCPYPL4,518$301,4860.11%
201CINTAS CORPCTAS606$301,2290.11%
202MPLX LPMPLXP8,694$295,0790.11%
203MONSTER BEVERAGE CORP NEWMNST5,092$292,4840.11%
204IDEXX LABS INC45168D104580$291,2920.11%
205ASML HOLDING N VASMLF396$287,0050.10%
206CITIGROUP INCC-PR6,160$283,6040.10%
207SYSCO CORPSYY3,794$281,5170.10%
208ARISTA NETWORKS INCANET1,736$281,3340.10%
209GALLAGHER ARTHUR J & CO3635761091,278$280,6110.10%
210XCEL ENERGY INCXELLL4,503$279,9500.10%
211KKR & CO INCKKRT4,971$278,3760.10%
212NUCOR CORPNUE1,676$274,8320.10%
213ALTRIA GROUP INCMO6,037$273,4760.10%
214GENERAL ELECTRIC CO3696043012,457$269,9020.10%
215AMERISOURCEBERGEN CORPCOR1,401$269,5940.10%
216DISCOVER FINL SVCS2547091082,299$268,6400.10%
217HEICO CORP NEWHEI-A1,906$267,9840.10%
218OTIS WORLDWIDE CORPOTIS3,002$267,2040.10%
219TOTALENERGIES SETTE4,628$266,7590.10%
220THE CIGNA GROUP125523100940$263,7620.10%
221T-MOBILE US INCTMUSZ1,894$263,0780.10%
222MGM RESORTS INTERNATIONALMGM5,940$260,8840.10%
223EXPEDITORS INTL WASH INC3021301092,146$259,9470.09%
224MARTIN MARIETTA MATLS INC573284106561$259,0090.09%
225AUTODESK INCADSK1,257$257,1950.09%
226AMERICAN WTR WKS CO INC NEW0304201031,788$255,2430.09%
227AFLAC INCAFL3,640$254,0720.09%
228LIVE NATION ENTERTAINMENT INLYV2,760$251,4650.09%
229CME GROUP INCCME1,348$249,7690.09%
230ARCH CAP GROUP LTDG0450A1053,304$247,3040.09%
231MEDTRONIC PLCMDT2,800$246,6810.09%
232HEICO CORP NEWHEI-A1,391$246,1250.09%
233BROOKFIELD CORP11271J1077,294$245,4440.09%
234ASTRAZENECA PLCAZN3,429$245,4130.09%
235GENERAL MTRS CO37045V1006,304$243,0830.09%
236AGILENT TECHNOLOGIES INCA2,012$241,9510.09%
237ELECTRONIC ARTS INCEA1,858$240,9880.09%
238SBA COMMUNICATIONS CORP NEWSBAC1,029$238,4820.09%
239CUMMINS INCCMI971$238,0490.09%
240MARKEL GROUP INCMKL172$237,9070.09%
241L3HARRIS TECHNOLOGIES INCLHX1,208$236,4870.09%
242WILLIS TOWERS WATSON PLC LTDWTW994$234,0920.09%
243TRACTOR SUPPLY COTSCO1,051$232,3770.08%
244REGIONS FINANCIAL CORP NEWRF-PF12,840$228,8100.08%
245CHURCH & DWIGHT CO INCCHD2,251$225,6190.08%
246DUPONT DE NEMOURS INCDD3,140$224,3230.08%
247PACCAR INCPCAR2,649$221,5890.08%
248FORD MTR CO DEL34537086014,524$219,7460.08%
249LENNAR CORPLEN-B1,734$217,2870.08%
250OCCIDENTAL PETE CORP6745991053,652$214,7350.08%
251MOLSON COORS BEVERAGE COTAP-A3,251$214,0450.08%
252SHELL PLCRYDAF3,533$213,3220.08%
253VERISIGN INCVRSN933$210,8300.08%
254PHILLIPS 66PSX2,208$210,5970.08%
255CBRE GROUP INCCBRE2,607$210,4100.08%
256COTERRA ENERGY INCCTRA8,290$209,7380.08%
257INTERPUBLIC GROUP COS INCINTR5,409$208,6810.08%
258SCHWAB CHARLES CORPSCHW-PJ3,665$207,7340.08%
259ANSYS INC03662Q105625$206,4210.08%
260PARKER-HANNIFIN CORPPH519$202,4270.07%
261FEDEX CORPFDX815$202,0410.07%
262TELEPHONE & DATA SYS INCTDS-PV16,477$135,6060.05%
263HUNTINGTON BANCSHARES INCHBANP11,922$128,5200.05%
264DIVERSIFIED HEALTHCARE TRDHCNL53,787$121,0210.04%
265SPDR S&P 500 ETF TRSPY140,100$101,2920.04%
266UWM HOLDINGS CORPORATIONUWMC18,075$101,2200.04%
267DISH NETWORK CORPORATION25470M10912,440$81,9790.03%
268GRANITE PT MTG TR INC38741L10712,304$65,2110.02%
269MYMD PHARMACEUTICALS INC62856X10238,590$57,8850.02%
270GROVE COLLABORATIVE HOLD INCGROVW32,336$57,2340.02%
271PARAMOUNT GROUP INC69924R10811,206$49,6420.02%
272HUDSON PAC PPTYS INC44409710910,087$42,5670.02%
273INSTIL BIO INCTIL13,268$7,3110.00%