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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 Q3 2023 · Filed August 11, 2023 · Accession 0001085146-23-003269

Total Value
$1.06B
Positions
282
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (282)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200167,077$74.5M7.00%
2VERTEX INCVERX2,589,000$50.5M4.74%
3MICROSOFT CORPMSFT117,604$40.0M3.76%
4VANGUARD BD INDEX FDS921937835545,481$39.7M3.73%
5ISHARES TR464289438185,261$29.4M2.76%
6ORACLE CORPORCL-PD193,578$23.1M2.17%
7ALPHABET INCGOOG187,653$22.5M2.11%
8BERKSHIRE HATHAWAY INC DELBRK-A65,766$22.4M2.11%
9APPLE INCAAPL105,437$20.5M1.92%
10MERCK & CO INCMRK171,904$19.8M1.86%
11JPMORGAN CHASE & COVYLD109,833$16.0M1.50%
12CISCO SYS INCCSCO296,016$15.3M1.44%
13DANAHER CORPORATION23585110261,313$14.7M1.38%
14UNITEDHEALTH GROUP INCUNH29,695$14.3M1.34%
15VANGUARD INDEX FDS92290853866,547$13.7M1.29%
16HOME DEPOT INCHD42,215$13.1M1.23%
17RAYTHEON TECHNOLOGIES CORPRTX132,699$13.0M1.22%
18MONDELEZ INTL INC609207105166,819$12.2M1.14%
19GENUINE PARTS COGPC71,368$12.1M1.13%
20SPDR S&P 500 ETF TRSPY27,052$12.0M1.13%
21CHEVRON CORP NEWCVX75,860$11.9M1.12%
22JOHNSON CTLS INTL PLCG51502105172,249$11.7M1.10%
23VANGUARD WHITEHALL FDS921946406101,679$10.8M1.01%
24VANGUARD SPECIALIZED FUNDS92190884465,205$10.6M1.00%
25SCHWAB STRATEGIC TR808524797144,749$10.5M0.99%
26TJX COS INC NEW872540109123,905$10.5M0.99%
27MCDONALDS CORPMCD33,329$9.9M0.93%
28EXXON MOBIL CORPXOM89,294$9.6M0.90%
29ISHARES TR46428861289,188$9.2M0.86%
30ZIMMER BIOMET HOLDINGS INCZBH62,012$9.0M0.85%
31EVERGY INCEVRG150,990$8.8M0.83%
32VANGUARD WORLD FDS92204A70219,533$8.6M0.81%
33INVESCO EXCHANGE TRADED FD TIVZ56,946$8.5M0.80%
34AMAZON COM INCAMZN65,144$8.5M0.80%
35PFIZER INCPFE220,132$8.1M0.76%
36FIRSTENERGY CORPFE206,744$8.0M0.76%
37ISHARES TR46432F33959,411$8.0M0.75%
38FRANKLIN RESOURCES INCBEN296,146$7.9M0.74%
39ABBOTT LABSABLZF69,829$7.6M0.72%
40JOHNSON & JOHNSONJNJ44,116$7.3M0.69%
41INTERNATIONAL BUSINESS MACHSINTR53,843$7.2M0.68%
42JACOBS SOLUTIONS INCJ56,426$6.7M0.63%
43META PLATFORMS INCMETA23,145$6.6M0.62%
44TRUIST FINL CORP89832Q109218,225$6.6M0.62%
45ANALOG DEVICES INCADI33,019$6.4M0.60%
46CONSTELLATION BRANDS INCSTZ26,025$6.4M0.60%
47DOMINION ENERGY INCD119,697$6.2M0.58%
48BLACKROCK INCBLK8,622$6.0M0.56%
49VANGUARD SCOTTSDALE FDS92206C40977,732$5.9M0.55%
50ALPHABET INCGOOG47,039$5.7M0.53%
51ISHARES TR46428761420,577$5.7M0.53%
52KRAFT HEINZ COKHC157,175$5.6M0.52%
53SELECT SECTOR SPDR TR81369Y50666,345$5.4M0.51%
54ISHARES TR46428730974,126$5.2M0.49%
55GLOBAL PMTS INC37940X10252,254$5.1M0.48%
56CITIZENS FINL GROUP INCCIA197,242$5.1M0.48%
57SYSCO CORPSYY64,598$4.8M0.45%
58ISHARES TR46428760660,119$4.5M0.42%
59ASTRAZENECA PLCAZN62,428$4.5M0.42%
60ISHARES TR46428770541,323$4.4M0.42%
61PROCTER AND GAMBLE CO74271810928,605$4.3M0.41%
62SELECT SECTOR SPDR TR81369Y80324,860$4.3M0.41%
63AGILENT TECHNOLOGIES INCA35,823$4.3M0.40%
64VERIZON COMMUNICATIONS INCVZ114,632$4.3M0.40%
65VANGUARD INDEX FDS92290873614,920$4.2M0.40%
66THERMO FISHER SCIENTIFIC INCTMO8,054$4.2M0.39%
67SCHWAB STRATEGIC TR808524672173,946$4.2M0.39%
68COCA COLA COKO68,838$4.1M0.39%
69VANGUARD TAX-MANAGED FDS92194385889,583$4.1M0.39%
70ACCENTURE PLC IRELANDACN13,351$4.1M0.39%
71VANGUARD INDEX FDS92290851228,831$4.0M0.37%
72HP INCHPQ125,162$3.8M0.36%
73ISHARES TR46428815835,958$3.7M0.35%
74VANGUARD INDEX FDS92290874425,030$3.6M0.33%
75VANGUARD INDEX FDS92290863716,463$3.3M0.31%
76LOWES COS INC54866110714,534$3.3M0.31%
77BROADRIDGE FINL SOLUTIONS IN11133T10319,708$3.3M0.31%
78MASTERCARD INCORPORATEDMA8,208$3.2M0.30%
79KEYSIGHT TECHNOLOGIES INCKEYS19,179$3.2M0.30%
80VISA INCV13,439$3.2M0.30%
81SNAP ON INCSNA11,032$3.2M0.30%
82VANGUARD MUN BD FDS92290774662,265$3.1M0.29%
83AT&T INCT-PC189,840$3.0M0.28%
84AMCOR PLCAMCCF297,038$3.0M0.28%
85ROSS STORES INCROST26,022$2.9M0.27%
86UNION PAC CORPUNP13,855$2.8M0.27%
87VANGUARD INDEX FDS92290876912,684$2.8M0.26%
88FASTENAL COFAST46,058$2.7M0.26%
89VANGUARD INDEX FDS9229083636,415$2.6M0.25%
90DISNEY WALT CO25468710628,778$2.6M0.24%
91ISHARES TR46428780425,735$2.6M0.24%
92INVESCO QQQ TRIVZ6,859$2.5M0.24%
93NETFLIX INCNFLX5,742$2.5M0.24%
94ISHARES TR46428740815,585$2.5M0.24%
95FLEXSHARES TRFLEX43,313$2.5M0.24%
96ISHARES INC46434G10349,557$2.4M0.23%
97ISHARES TR46428759815,462$2.4M0.23%
98HEWLETT PACKARD ENTERPRISE CHPE-PC144,846$2.4M0.23%
99NIKE INCNKE21,929$2.4M0.23%
100ISHARES TR46428942035,764$2.4M0.23%
101AMERISOURCEBERGEN CORPCOR11,647$2.2M0.21%
102GRAINGER W W INC3848021042,840$2.2M0.21%
103ISHARES TR4642875078,508$2.2M0.21%
104PARKER-HANNIFIN CORPPH5,630$2.2M0.21%
105TESLA INCTSLA8,249$2.2M0.20%
106V F CORPVFC110,623$2.1M0.20%
107ISHARES TR46428841419,693$2.1M0.20%
108ISHARES TR4642876228,562$2.1M0.20%
109MICROCHIP TECHNOLOGY INC.MCHPP22,618$2.0M0.19%
110VANGUARD SCOTTSDALE FDS92206C87025,342$2.0M0.19%
111ISHARES TR46428864639,875$2.0M0.19%
112ISHARES TR46428765510,610$2.0M0.19%
113ISHARES TR46428744020,476$2.0M0.19%
114MARSH & MCLENNAN COS INC57174810210,467$2.0M0.18%
115ISHARES TR46428866116,865$1.9M0.18%
116ADOBE SYSTEMS INCORPORATEDADBE3,878$1.9M0.18%
117VANGUARD INDEX FDS9229086298,588$1.9M0.18%
118SERVICENOW INCNOW3,293$1.9M0.17%
119PHILIP MORRIS INTL INC71817210918,839$1.8M0.17%
120UNITED PARCEL SERVICE INCUPS10,197$1.8M0.17%
121AMGEN INCAMGN8,049$1.8M0.17%
122SELECT SECTOR SPDR TR81369Y20913,397$1.8M0.17%
123TEXAS INSTRS INC8825081049,846$1.8M0.17%
124SALESFORCE INCCRM8,270$1.7M0.16%
125PEPSICO INCPEP9,311$1.7M0.16%
1263M COMMM17,170$1.7M0.16%
127CVS HEALTH CORPCVS24,828$1.7M0.16%
128ISHARES TR46428763011,663$1.6M0.15%
129DOLLAR GEN CORP NEW2566771059,578$1.6M0.15%
130ISHARES TR46428746522,355$1.6M0.15%
131ISHARES TR46432F84223,734$1.6M0.15%
132SCHWAB STRATEGIC TR80852420127,903$1.5M0.14%
133ECOLAB INCECL7,650$1.4M0.13%
134PAYPAL HLDGS INCPYPL21,090$1.4M0.13%
135MEDTRONIC PLCMDT15,856$1.4M0.13%
136NEXTERA ENERGY INCNEE-PW18,764$1.4M0.13%
137VANGUARD WORLD FDS92204A8769,780$1.4M0.13%
138J P MORGAN EXCHANGE TRADED F46641Q33225,043$1.4M0.13%
139STATE STR CORPSTT-PG18,894$1.4M0.13%
140OLD DOMINION FREIGHT LINE INODFL3,674$1.4M0.13%
141DIMENSIONAL ETF TRUST25434V40128,005$1.3M0.13%
142SELECT SECTOR SPDR TR81369Y4077,787$1.3M0.12%
143MARTIN MARIETTA MATLS INC5732841062,844$1.3M0.12%
144ENTERPRISE PRODS PARTNERS L29379210749,603$1.3M0.12%
145VANGUARD INDEX FDS9229087516,317$1.3M0.12%
146ISHARES TR46428887725,140$1.2M0.12%
147EATON CORP PLCETN6,064$1.2M0.11%
148AIRBNB INCABNB9,442$1.2M0.11%
149DUPONT DE NEMOURS INCDD16,791$1.2M0.11%
150CONAGRA BRANDS INCCAG34,801$1.2M0.11%
151HONEYWELL INTL INC4385161065,643$1.2M0.11%
152BLACKSTONE INCBX12,566$1.2M0.11%
153US BANCORP DELUSB-PS34,590$1.1M0.11%
154PACER FDS TR69374H88123,777$1.1M0.11%
155SMUCKER J M CO8326964057,664$1.1M0.11%
156LAM RESEARCH CORPLRCX1,755$1.1M0.11%
157LINDE PLCLIN2,953$1.1M0.11%
158ELEVANCE HEALTH INCELV2,516$1.1M0.11%
159STARBUCKS CORPSBUX11,182$1.1M0.10%
160ZOETIS INCZTS6,357$1.1M0.10%
161HERSHEY COHSY4,341$1.1M0.10%
162SCHLUMBERGER LTDSLB21,889$1.1M0.10%
163SELECT SECTOR SPDR TR81369Y7049,679$1.0M0.10%
164BERKSHIRE HATHAWAY INC DELBRK-A2$1.0M0.10%
165ISHARES TR46428745712,540$1.0M0.10%
166DIMENSIONAL ETF TRUST25434V72429,220$1.0M0.09%
167CONOCOPHILLIPSCOP9,601$994,7600.09%
168SELECT SECTOR SPDR TR81369Y30813,246$982,4560.09%
169CROWN CASTLE INCCCI8,336$949,8040.09%
170CORTEVA INCCTVA16,297$933,8180.09%
171SHERWIN WILLIAMS COSHW3,473$922,1510.09%
172INVESCO EXCHANGE TRADED FD TIVZ3,122$918,1490.09%
173ISHARES TR4642885968,611$895,7020.08%
174PERRIGO CO PLCPRGO25,961$881,3760.08%
175ISHARES TR46428827314,833$874,8520.08%
176NASDAQ INCNDAQ17,450$869,8830.08%
177AUTODESK INCADSK4,237$866,8300.08%
178ISHARES TR46434V62116,624$856,6350.08%
179PUBLIC SVC ENTERPRISE GRP IN74457310613,389$838,2850.08%
180DOW INCDOW15,693$835,8090.08%
181REPUBLIC SVCS INC7607591005,440$833,2450.08%
182SELECT SECTOR SPDR TR81369Y60523,938$806,9500.08%
183LOCKHEED MARTIN CORPLMT1,722$792,7740.07%
184INVESCO EXCHANGE TRADED FD TIVZ15,663$790,1980.07%
185SERVICE CORP INTL81756510412,145$784,4460.07%
186COSTCO WHSL CORP NEW22160K1051,449$780,1130.07%
187ISHARES TR4642888857,612$726,2610.07%
188ILLUMINA INCILMN3,831$718,3210.07%
189NVIDIA CORPORATIONNVDA1,635$691,6380.06%
190ILLINOIS TOOL WKS INC4523081092,594$648,9150.06%
191BAXTER INTL INC07181310914,233$648,4550.06%
192GLOBAL X FDS37954Y48336,506$647,9820.06%
193CHUBB LIMITEDCB3,353$645,6540.06%
194ISHARES TR4642874998,839$645,5120.06%
195SCHWAB STRATEGIC TR8085244099,461$634,7380.06%
196LILLY ELI & COLLY1,345$630,7780.06%
197SELECTQUOTE INCSLQT322,580$629,0310.06%
198WORKDAY INCWDAY2,696$608,9990.06%
199PHILLIPS 66PSX6,287$599,6540.06%
200ISHARES TR4642872266,067$594,2630.06%
201VANGUARD INDEX FDS9229086113,584$592,7940.06%
202GARTNER INCIT1,642$575,0340.05%
203BOOKING HOLDINGS INCBKNG211$569,7700.05%
204FIRST TR EXCHANGE-TRADED FD33739Q70510,668$563,8040.05%
205ARK ETF TR00214Q10412,455$549,7640.05%
206STRYKER CORPORATIONSYK1,695$517,1280.05%
207SKYWORKS SOLUTIONS INCSWKS4,628$512,2270.05%
208AMERICAN EXPRESS COAXP2,935$511,2770.05%
209INTUITIVE SURGICAL INCISRG1,456$497,7790.05%
210WEC ENERGY GROUP INCWEC5,619$495,8210.05%
211MCKESSON CORPMCK1,151$491,8340.05%
212CATERPILLAR INCCAT1,969$484,4720.05%
213ISHARES TR46428723411,501$454,9800.04%
214AMPHENOL CORP NEW0320951015,338$453,4630.04%
215CHURCH & DWIGHT CO INCCHD4,405$441,5130.04%
216COMCAST CORP NEWCCZ10,526$437,3750.04%
217MARRIOTT INTL INC NEW5719032022,356$432,7740.04%
218ISHARES TR46428822422,918$421,6910.04%
219AUTOMATIC DATA PROCESSING INADP1,879$412,9850.04%
220VANGUARD WORLD FDS92204A8843,876$412,0580.04%
221BRISTOL-MYERS SQUIBB COCELG-RI6,386$408,3560.04%
222SPDR S&P MIDCAP 400 ETF TRMDY845$404,6790.04%
223EMERSON ELEC COEMR4,438$401,1510.04%
224CHARLES RIV LABS INTL INC1598641071,876$394,4290.04%
225SOUTHERN COSOMN5,599$393,3290.04%
226ISHARES TR4642871503,921$383,5840.04%
227FLEXSHARES TRFLEX17,270$382,8760.04%
228ISHARES TR4642876634,825$377,6050.04%
229ALIGN TECHNOLOGY INCALGN1,046$369,8190.03%
230VANGUARD STAR FDS9219097686,571$368,5020.03%
231ISHARES TR4642871683,229$365,8460.03%
232AIR PRODS & CHEMS INCAIIR1,205$360,9340.03%
233ROPER TECHNOLOGIES INCROP743$357,2340.03%
234DEERE & CODE881$356,8750.03%
235INTUITINTU751$344,1010.03%
236WABTEC9297401083,027$332,0020.03%
237DOCUSIGN INCDOCU6,491$331,6000.03%
238DIMENSIONAL ETF TRUST25434V5006,001$328,8550.03%
239CME GROUP INCCME1,768$327,6390.03%
240SSGA ACTIVE ETF TR78467V8487,969$323,1430.03%
241APPLIED MATLS INC0382221052,199$317,8430.03%
242BOEING COBA-PA1,489$314,4170.03%
243VANGUARD BD INDEX FDS9219378274,079$308,2500.03%
244ISHARES TR4642874732,800$307,5520.03%
245TRAVELERS COMPANIES INCTRV1,695$294,3540.03%
246COLGATE PALMOLIVE COCL3,767$290,1900.03%
247THE CIGNA GROUP1255231001,011$283,6870.03%
248GOLDMAN SACHS GROUP INCGSCE873$281,5770.03%
249CAPITAL ONE FINL CORP14040H1052,573$281,4090.03%
250CINTAS CORPCTAS565$280,8500.03%
251FEDEX CORPFDX1,131$280,3100.03%
252CMS ENERGY CORPCMS-PC4,760$279,6500.03%
253SPDR SER TR78468R6633,035$278,6740.03%
254NUSHARES ETF TRNU4,468$277,9540.03%
255ISHARES TR4642874322,621$269,8060.03%
256ABBVIE INCABBV1,954$263,2290.02%
257MCCORMICK & CO INCMKC-V2,998$261,5160.02%
258PNC FINL SVCS GROUP INC6934751052,055$258,8590.02%
259BECTON DICKINSON & COBDX963$254,2420.02%
260TRANE TECHNOLOGIES PLCTT1,322$252,7980.02%
261SELECT SECTOR SPDR TR81369Y8863,836$251,0280.02%
262BROOKFIELD CORP11271J1077,336$246,8560.02%
263CORNING INCGLW7,018$245,9110.02%
264BANK AMERICA CORP0605051048,502$243,9220.02%
265BROADCOM INCAVGO275$238,5430.02%
266ISHARES GOLD TRIAU6,441$234,3880.02%
267MONOLITHIC PWR SYS INC609839105429$231,7590.02%
268WALMART INCWMT1,469$230,8970.02%
269CANADIAN NATL RY CO1363751021,895$229,4280.02%
270ISHARES TR4642878792,406$228,7870.02%
271FERGUSON PLC NEWG3421J1061,452$228,4140.02%
272ISHARES TR46429B6632,218$223,5520.02%
273GENERAL ELECTRIC CO3696043012,031$223,1050.02%
274INVESCO EXCHANGE TRADED FD TIVZ1,453$221,6700.02%
275SPDR GOLD TRGLD1,240$221,0550.02%
276AMERICAN TOWER CORP NEW03027X1001,106$214,5460.02%
277STERIS PLCSTE943$212,1560.02%
278DXC TECHNOLOGY CODXC7,688$205,4230.02%
279PPG INDS INC6935061071,369$203,0230.02%
280GLOBAL NET LEASE INCGNL-PE18,328$188,4120.02%
281SIRIUS XM HOLDINGS INCSIRI14,910$67,5420.01%
282AKARI THERAPEUTICS PLCAKTX100,000$17,0000.00%