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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

PATHSTONE FAMILY OFFICE, LLC

Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001085146-23-003398

Total Value
$6.70B
Positions
1,198
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642872001,034,209$456.5M7.11%
2MICROSOFT CORPMSFT1,176,983$410.5M6.39%
3SPDR S&P 500 ETF TRSPY682,660$302.9M4.72%
4APPLE INCAAPL1,143,151$235.1M3.66%
5VANGUARD INDEX FDS922908637941,475$190.8M2.97%
6VANGUARD TAX-MANAGED FDS9219438584,092,095$188.7M2.94%
7COCA COLA COKO2,758,277$166.0M2.59%
8BERKSHIRE HATHAWAY INC DELBRK-A257$133.1M2.07%
9SPDR INDEX SHS FDS78463X8893,580,944$114.8M1.79%
10LOWES COS INC548661107502,123$113.4M1.77%
11DIMENSIONAL ETF TRUST25434V7994,196,938$101.9M1.59%
12ISHARES TR4642878041,014,663$101.0M1.57%
13KEURIG DR PEPPER INCKDP3,035,394$94.9M1.48%
14DIMENSIONAL ETF TRUST25434V8803,478,170$81.1M1.26%
15TESLA INCTSLA308,371$80.9M1.26%
16VANGUARD INDEX FDS922908769360,336$79.4M1.24%
17DIMENSIONAL ETF TRUST25434V6663,003,044$76.3M1.19%
18ASGN INCASGN918,363$69.5M1.08%
19VANGUARD INDEX FDS922908751352,234$69.4M1.08%
20SILICON LABORATORIES INCSLAB437,992$69.1M1.08%
21ISHARES TR464287507245,994$64.2M1.00%
22AMAZON COM INCAMZN493,233$62.8M0.98%
23DIMENSIONAL ETF TRUST25434V8312,326,586$61.7M0.96%
24VANGUARD INDEX FDS922908629282,622$61.5M0.96%
25DIMENSIONAL ETF TRUST25434V8721,464,812$61.1M0.95%
26PROGRESSIVE CORP743315103434,135$57.5M0.90%
27TJX COS INC NEW872540109677,704$57.4M0.89%
28VANGUARD INDEX FDS922908363139,671$56.9M0.89%
29PLAINS ALL AMERN PIPELINE L7265031053,778,028$53.3M0.83%
30VANGUARD INDEX FDS922908736185,851$52.6M0.82%
31COSTCO WHSL CORP NEW22160K10589,893$48.7M0.76%
32ISHARES TR464287457599,535$48.6M0.76%
33ISHARES INC46434G103975,510$47.8M0.74%
34DIMENSIONAL ETF TRUST25434V7241,379,120$47.6M0.74%
35ISHARES TR46434V4071,046,160$43.4M0.68%
36ALPHABET INCGOOG344,297$40.6M0.63%
37ISHARES TR464288414358,598$38.3M0.60%
38ALPHABET INCGOOG315,748$37.6M0.59%
39VANGUARD SPECIALIZED FUNDS921908844221,934$36.0M0.56%
40DIMENSIONAL ETF TRUST25434V849744,682$35.5M0.55%
41ISHARES TR464288653315,760$34.9M0.54%
42NVIDIA CORPORATIONNVDA84,761$34.7M0.54%
43ISHARES TR46432F842504,182$34.0M0.53%
44ISHARES TR464287655175,622$32.9M0.51%
45ISHARES TR464287598207,910$32.8M0.51%
46MARSH & MCLENNAN COS INC571748102174,498$32.8M0.51%
47MARRIOTT INTL INC NEW571903202174,251$32.0M0.50%
48VANGUARD SCOTTSDALE FDS92206C714459,607$31.8M0.50%
49SPDR INDEX SHS FDS78463X509883,924$30.4M0.47%
50ISHARES TR464288646591,303$29.7M0.46%
51ISHARES TR464288877590,104$28.9M0.45%
52ISHARES TR46429B366601,591$27.6M0.43%
53ISHARES TR464287705253,469$27.2M0.42%
54MERCK & CO INCMRK223,693$26.4M0.41%
55DIMENSIONAL ETF TRUST25434V815991,343$25.5M0.40%
56KORNIT DIGITAL LTDKRNT815,854$24.0M0.37%
57UBER TECHNOLOGIES INCUBER542,994$23.4M0.37%
58HOME DEPOT INCHD73,868$22.9M0.36%
59VANGUARD INDEX FDS92290859598,579$22.6M0.35%
60ISHARES TR46428761477,263$21.3M0.33%
61BERKSHIRE HATHAWAY INC DELBRK-A64,162$21.2M0.33%
62ISHARES TR464287150211,883$20.7M0.32%
63ROYAL BK CDA780087102216,452$20.7M0.32%
64ISHARES TR464287465283,719$20.6M0.32%
65NORDSTROM INC655664100936,151$19.3M0.30%
66MARRIOTT VACATIONS WORLDWIDEVAC155,497$19.1M0.30%
67VISA INCV76,255$18.4M0.29%
68UNITEDHEALTH GROUP INCUNH35,468$17.5M0.27%
69ISHARES TR46435U663487,811$17.3M0.27%
70VANGUARD INTL EQUITY INDEX F922042858419,055$17.0M0.27%
71DIMENSIONAL ETF TRUST25434V609364,640$16.9M0.26%
72ISHARES TR46436E718166,398$16.7M0.26%
73MASTERCARD INCORPORATEDMA38,098$15.8M0.25%
74DISNEY WALT CO254687106172,328$15.4M0.24%
75AMCOR PLCAMCCF1,482,261$14.8M0.23%
76ISHARES TR464288588157,001$14.6M0.23%
77VANGUARD INDEX FDS922908553174,997$14.6M0.23%
78ROBERT HALF INTL INCRHI193,039$14.5M0.23%
79JOHNSON & JOHNSONJNJ86,069$14.1M0.22%
80MCDONALDS CORPMCD46,260$14.0M0.22%
81WISDOMTREE TRWT348,899$14.0M0.22%
82ISHARES TR464287234353,383$14.0M0.22%
83DOMINION ENERGY INCD261,991$13.6M0.21%
84ORACLE CORPORCL-PD106,647$13.1M0.20%
85DIMENSIONAL ETF TRUST25434V740534,578$13.0M0.20%
86DIMENSIONAL ETF TRUST25434V807389,158$12.8M0.20%
87META PLATFORMS INCMETA44,286$12.7M0.20%
88ISHARES TR464288273202,836$12.0M0.19%
89ISHARES INC46434G764229,726$11.9M0.19%
90PEPSICO INCPEP63,165$11.7M0.18%
91CHEVRON CORP NEWCVX73,109$11.5M0.18%
92ISHARES TR46428762250,135$11.4M0.18%
93BROADCOM INCAVGO13,132$11.3M0.18%
94EVERTEC INCEVTC302,468$11.1M0.17%
95VANGUARD INDEX FDS92290874477,762$11.1M0.17%
96ISHARES TR464288885113,207$10.8M0.17%
97INVESCO QQQ TRIVZ29,010$10.7M0.17%
98EVEREST RE GROUP LTDEG31,318$10.7M0.17%
99LILLY ELI & COLLY21,763$10.6M0.16%
100EASTGROUP PPTYS INC27727610159,556$10.3M0.16%
101INVESCO EXCHANGE TRADED FD TIVZ61,707$10.1M0.16%
102SCHWAB STRATEGIC TR808524706405,209$10.0M0.16%
103ISHARES TR464288257103,219$9.9M0.15%
104ACCENTURE PLC IRELANDACN30,783$9.5M0.15%
105ADOBE SYSTEMS INCORPORATEDADBE19,578$9.3M0.14%
106SALESFORCE INCCRM43,775$9.1M0.14%
107NETFLIX INCNFLX20,339$9.0M0.14%
108VANGUARD STAR FDS921909768157,045$8.8M0.14%
109NIKE INCNKE69,803$8.8M0.14%
110STARBUCKS CORPSBUX87,717$8.8M0.14%
111VANGUARD WHITEHALL FDS92194640681,752$8.7M0.14%
112PROCTER AND GAMBLE CO74271810955,315$8.4M0.13%
113JPMORGAN CHASE & COVYLD59,738$8.2M0.13%
114AMERICAN EXPRESS COAXP44,742$7.9M0.12%
115UNITED PARCEL SERVICE INCUPS43,837$7.9M0.12%
116DIMENSIONAL ETF TRUST25434V708289,824$7.9M0.12%
117VANGUARD WORLD FDS92204A70214,091$7.8M0.12%
118CVS HEALTH CORPCVS114,146$7.8M0.12%
119VERIZON COMMUNICATIONS INCVZ204,302$7.7M0.12%
120ISHARES TR46428748179,810$7.7M0.12%
121UNION PAC CORPUNP37,550$7.7M0.12%
122EXXON MOBIL CORPXOM71,026$7.7M0.12%
123LPL FINL HLDGS INC50212V10034,616$7.5M0.12%
124ENERGY TRANSFER L PET-PI584,679$7.4M0.12%
125INVESCO EXCHANGE TRADED FD TIVZ49,522$7.4M0.12%
126TEXAS INSTRS INC88250810438,902$7.4M0.11%
127MID-AMER APT CMNTYS INC59522J10348,387$7.4M0.11%
128CISCO SYS INCCSCO140,997$7.4M0.11%
129DIMENSIONAL ETF TRUST25434V781307,227$7.3M0.11%
130ISHARES TR46428710134,870$7.2M0.11%
131PFIZER INCPFE189,800$7.2M0.11%
132BOEING COBA-PA34,957$7.1M0.11%
133DEERE & CODE16,497$6.9M0.11%
134ISHARES TR46434V803220,710$6.8M0.11%
135ABBVIE INCABBV53,034$6.7M0.11%
136TARGET CORPTGT50,898$6.7M0.10%
137ISHARES INC46434G830207,903$6.6M0.10%
138GRAHAM HLDGS COGHM10,927$6.2M0.10%
139COMCAST CORP NEWCCZ152,879$6.1M0.10%
140ISHARES TR46434V738115,764$6.1M0.09%
141LINDE PLCLIN15,683$6.0M0.09%
142VANGUARD ADMIRAL FDS INC92193270337,980$5.9M0.09%
143THERMO FISHER SCIENTIFIC INCTMO11,478$5.8M0.09%
144APPLIED MATLS INC03822210539,323$5.8M0.09%
145ELEVANCE HEALTH INCELV12,902$5.6M0.09%
146AUTOMATIC DATA PROCESSING INADP25,016$5.6M0.09%
147INTEL CORPINTC160,589$5.5M0.09%
148HONEYWELL INTL INC43851610624,633$5.4M0.08%
149INTERNATIONAL BUSINESS MACHSINTR40,547$5.4M0.08%
150STONECO LTDSTNE415,002$5.3M0.08%
151KINSALE CAP GROUP INC49714P10813,960$5.2M0.08%
152NLIGHT INCLASR337,405$5.2M0.08%
153TAIWAN SEMICONDUCTOR MFG LTD87403910050,988$5.2M0.08%
154ILLINOIS TOOL WKS INC45230810920,552$5.2M0.08%
155PROSHARES TR74347B68073,239$5.1M0.08%
156QUALCOMM INCQCOM41,782$5.1M0.08%
157PALO ALTO NETWORKS INCPANW19,706$5.1M0.08%
158DIMENSIONAL ETF TRUST25434V658207,475$5.1M0.08%
159UTZ BRANDS INCUTZ299,578$4.9M0.08%
160ABBOTT LABSABLZF44,397$4.9M0.08%
161SERVICENOW INCNOW8,622$4.9M0.08%
162MATADOR RES COMTDR91,023$4.8M0.07%
163S&P GLOBAL INCSPGI11,583$4.7M0.07%
164ANALOG DEVICES INCADI23,927$4.7M0.07%
165INTUITINTU8,924$4.7M0.07%
166SCHWAB STRATEGIC TR80852479764,074$4.7M0.07%
167VANGUARD INDEX FDS92290861127,934$4.6M0.07%
168AT&T INCT-PC281,898$4.6M0.07%
169ASML HOLDING N VASMLF6,300$4.6M0.07%
170TOLL BROTHERS INCTOL57,963$4.6M0.07%
171EQUINIX INCEQIX5,796$4.6M0.07%
172BANK AMERICA CORP060505104168,270$4.5M0.07%
173SOUTHERN COSOMN61,939$4.4M0.07%
174CATERPILLAR INCCAT19,090$4.4M0.07%
175AFLAC INCAFL62,159$4.3M0.07%
176THE CIGNA GROUP12552310015,351$4.3M0.07%
177PLAINS GP HLDGS L PPAGP290,456$4.3M0.07%
178ENTERPRISE PRODS PARTNERS L293792107161,977$4.3M0.07%
179DANAHER CORPORATION23585110218,352$4.2M0.07%
180BOOKING HOLDINGS INCBKNG1,528$4.1M0.06%
181BLACKSTONE INCBX43,909$4.1M0.06%
182COGNITION THERAPEUTICS INCCGTX2,205,377$4.0M0.06%
183ADVANCED MICRO DEVICES INCAMD35,572$4.0M0.06%
184RAYTHEON TECHNOLOGIES CORPRTX36,792$3.9M0.06%
185DOCUSIGN INCDOCU77,054$3.9M0.06%
186MORGAN STANLEYMS-PQ45,726$3.9M0.06%
187WALMART INCWMT24,629$3.9M0.06%
188VANGUARD WORLD FD92191073348,938$3.8M0.06%
189NEXTERA ENERGY INCNEE-PW48,383$3.8M0.06%
190AON PLCAON10,791$3.8M0.06%
191TRAVELERS COMPANIES INCTRV21,842$3.8M0.06%
192SHERWIN WILLIAMS COSHW14,216$3.8M0.06%
193ROCKWELL AUTOMATION INCROK10,977$3.7M0.06%
194IDEXX LABS INC45168D1047,345$3.7M0.06%
195FIRST SOLAR INCFSLR19,300$3.7M0.06%
196BLACKROCK INCBLK5,315$3.6M0.06%
197YUM BRANDS INCYUM24,602$3.6M0.06%
198ASTRAZENECA PLCAZN49,780$3.6M0.06%
199ISHARES GOLD TRIAU98,130$3.6M0.06%
200BRISTOL-MYERS SQUIBB COCELG-RI51,749$3.5M0.05%
201OLO INC68134L109534,085$3.5M0.05%
202CSX CORPCSX98,485$3.4M0.05%
203VANGUARD BD INDEX FDS92193783546,728$3.4M0.05%
204EATON CORP PLCETN17,506$3.4M0.05%
205PACCAR INCPCAR39,550$3.3M0.05%
206GRAINGER W W INC3848021044,133$3.3M0.05%
207CARMAX INCKMX39,495$3.3M0.05%
208MCKESSON CORPMCK7,638$3.3M0.05%
209PRIMERICA INCPRI16,526$3.3M0.05%
210LULULEMON ATHLETICA INCLULU8,642$3.3M0.05%
211DIMENSIONAL ETF TRUST25434V716113,798$3.3M0.05%
212CHUBB LIMITEDCB16,860$3.3M0.05%
213AMERICAN WTR WKS CO INC NEW03042010322,747$3.2M0.05%
214NOVO-NORDISK A SNONOF19,869$3.2M0.05%
215MCCORMICK & CO INCMKC-V36,783$3.2M0.05%
216ISHARES TR46428763022,593$3.2M0.05%
217AMERICAN TOWER CORP NEW03027X10016,051$3.2M0.05%
218LAM RESEARCH CORPLRCX4,930$3.2M0.05%
219LOCKHEED MARTIN CORPLMT6,782$3.2M0.05%
220CABLE ONE INCCABO4,797$3.2M0.05%
221AMGEN INCAMGN12,788$3.1M0.05%
222VANGUARD SCOTTSDALE FDS92206C66440,847$3.1M0.05%
223PROLOGIS INC.PLDGP24,999$3.1M0.05%
224STRYKER CORPORATIONSYK9,708$3.1M0.05%
225AIRBNB INCABNB23,986$3.1M0.05%
226ALTRIA GROUP INCMO66,402$3.0M0.05%
227KROGER COKR61,255$3.0M0.05%
228BECTON DICKINSON & COBDX11,580$3.0M0.05%
229SCHWAB CHARLES CORPSCHW-PJ55,663$3.0M0.05%
230MEDTRONIC PLCMDT33,470$3.0M0.05%
231VANGUARD WORLD FDS92204A10810,411$2.9M0.05%
232SELECT SECTOR SPDR TR81369Y86078,009$2.9M0.05%
233SUBURBAN PROPANE PARTNERS LSPH197,442$2.9M0.05%
234PNC FINL SVCS GROUP INC69347510523,251$2.9M0.05%
235CONOCOPHILLIPSCOP29,674$2.9M0.04%
236TRANE TECHNOLOGIES PLCTT15,052$2.9M0.04%
237FORD MTR CO DEL345370860182,620$2.9M0.04%
238ECOLAB INCECL15,156$2.8M0.04%
239MONDELEZ INTL INC60920710539,390$2.8M0.04%
240SCHWAB STRATEGIC TR80852440941,872$2.8M0.04%
241HDFC BANK LTDHDB40,225$2.8M0.04%
242GENERAL ELECTRIC CO36960430126,245$2.8M0.04%
243PHILIP MORRIS INTL INC71817210928,215$2.8M0.04%
244L3HARRIS TECHNOLOGIES INCLHX13,916$2.8M0.04%
245EOG RES INCEOG24,037$2.8M0.04%
246DIMENSIONAL ETF TRUST25434V203100,137$2.7M0.04%
247PERMIAN BASIN RTY TR714236106109,600$2.7M0.04%
248DISCOVER FINL SVCS25470910822,089$2.7M0.04%
249WELLS FARGO CO NEW94974610167,739$2.7M0.04%
250T-MOBILE US INCTMUSZ19,327$2.7M0.04%
251ROPER TECHNOLOGIES INCROP5,677$2.7M0.04%
252PARKER-HANNIFIN CORPPH7,092$2.7M0.04%
253SYSCO CORPSYY36,178$2.7M0.04%
254PRUDENTIAL FINL INCPUKPF30,296$2.7M0.04%
255WASTE MGMT INC DEL94106L10914,628$2.7M0.04%
256INVESCO EXCH TRD SLF IDX FDIVZ128,901$2.7M0.04%
257EDWARDS LIFESCIENCES CORPEW26,072$2.6M0.04%
258VANGUARD WORLD FDS92204A50410,622$2.6M0.04%
259MARKEL GROUP INCMKL1,861$2.6M0.04%
260LOEWS CORPL43,112$2.6M0.04%
261VERTEX PHARMACEUTICALS INCVRTX7,093$2.5M0.04%
262UNILEVER PLCUNLYF47,734$2.5M0.04%
263INTUITIVE SURGICAL INCISRG6,772$2.5M0.04%
264TEXAS PACIFIC LAND CORPORATITPL1,853$2.4M0.04%
265DEVON ENERGY CORP NEW25179M10351,344$2.4M0.04%
266AUTODESK INCADSK11,814$2.4M0.04%
267GLOBAL PMTS INC37940X10226,765$2.4M0.04%
268INTERCONTINENTAL EXCHANGE IN45866F10421,477$2.4M0.04%
269HUMANA INCHUM5,349$2.4M0.04%
270COCA-COLA EUROPACIFIC PARTNECCEP36,947$2.4M0.04%
271GOLDMAN SACHS GROUP INCGSCE7,806$2.4M0.04%
272VANGUARD INDEX FDS92290851217,062$2.4M0.04%
273AIR PRODS & CHEMS INCAIIR7,603$2.3M0.04%
274BROWN FORMAN CORPBF-B34,995$2.3M0.04%
275EMERSON ELEC COEMR25,917$2.3M0.04%
276REGENERON PHARMACEUTICALSREGN3,266$2.3M0.04%
277MICROCHIP TECHNOLOGY INC.MCHPP24,984$2.3M0.04%
278REMITLY GLOBAL INCRELY119,485$2.2M0.04%
279ACUMEN PHARMACEUTICALS INCABOS467,060$2.2M0.03%
280MERCADOLIBRE INCMELI1,892$2.2M0.03%
281AMERIPRISE FINL INC03076C1066,737$2.2M0.03%
282HESS CORPHESM16,225$2.2M0.03%
283COLGATE PALMOLIVE COCL27,946$2.2M0.03%
284SPDR SER TR78464A76317,974$2.2M0.03%
285COPART INCCPRT24,035$2.2M0.03%
286BOSTON SCIENTIFIC CORPBSX38,967$2.2M0.03%
287ZOETIS INCZTS12,948$2.2M0.03%
288CADENCE DESIGN SYSTEM INCCDNS9,010$2.1M0.03%
289KIMBERLY-CLARK CORPKMB14,530$2.1M0.03%
290FEDEX CORPFDX7,990$2.1M0.03%
291DIMENSIONAL ETF TRUST25434V82394,381$2.0M0.03%
292BURFORD CAP LTDBUR166,000$2.0M0.03%
293QUANTA SVCS INC74762E10210,361$2.0M0.03%
294PROSHARES TR74347B20168,497$2.0M0.03%
295VANGUARD INTL EQUITY INDEX F92204271818,039$2.0M0.03%
296TRANSDIGM GROUP INCTDG2,215$2.0M0.03%
297MOODYS CORPMCO5,590$2.0M0.03%
298FISERV INCFISV15,456$1.9M0.03%
299PAYPAL HLDGS INCPYPL28,744$1.9M0.03%
300ANSYS INC03662Q1055,548$1.9M0.03%
301JABIL INCJBL17,763$1.9M0.03%
302AMERISOURCEBERGEN CORPCOR9,814$1.9M0.03%
303AMPHENOL CORP NEW03209510122,847$1.9M0.03%
304CORNING INCGLW53,539$1.9M0.03%
305QUEST DIAGNOSTICS INCDGX13,456$1.9M0.03%
306CROWN CASTLE INCCCI16,334$1.9M0.03%
307VACASA INC91854V1072,785,958$1.9M0.03%
308FORTINET INCFTNT22,817$1.9M0.03%
309HILTON WORLDWIDE HLDGS INCHLT13,151$1.9M0.03%
310UBS GROUP AGUBS92,517$1.9M0.03%
311NOVARTIS AGNVSEF18,661$1.9M0.03%
312ISHARES TR46428747316,874$1.9M0.03%
313MAGELLAN MIDSTREAM PRTNRS LP55908010629,701$1.9M0.03%
314MONSTER BEVERAGE CORP NEWMNST32,369$1.8M0.03%
315NORTHROP GRUMMAN CORPNOC3,872$1.8M0.03%
316ISHARES INC46428674938,359$1.8M0.03%
317DOLLAR GEN CORP NEW25667710510,364$1.8M0.03%
318SUNOPTA INCSTKL264,300$1.8M0.03%
319CHIPOTLE MEXICAN GRILL INCCMG772$1.8M0.03%
320ACTIVISION BLIZZARD INC00507V10920,919$1.8M0.03%
321BLOCK INCBSQKZ26,221$1.7M0.03%
322MICRON TECHNOLOGY INCMU25,474$1.7M0.03%
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498MARTIN MARIETTA MATLS INC5732841061,931$890,9310.01%
499ADVANCED ENERGY INDS0079731007,961$887,2540.01%
500BANK NEW YORK MELLON CORP06405810020,264$883,0710.01%