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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

Gratus Capital LLC

Quarter ended Q4 2023 · Filed October 26, 2023 · Accession 0001085146-23-003957

Total Value
$1.47B
Positions
252
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736374,513$102.0M6.92%
2ISHARES TR46432F8421,150,105$74.0M5.02%
3ISHARES TR46434V6211,214,928$60.2M4.08%
4ANGEL OAK FUNDS TRUST03463K7521,126,253$57.1M3.87%
5NVIDIA CORPORATIONNVDA101,635$44.2M3.00%
6APPLE INCAAPL206,586$35.4M2.40%
7INVESCO ACTIVELY MANAGED ETFIVZ584,960$29.1M1.97%
8COSTCO WHSL CORP NEW22160K10547,756$27.0M1.83%
9VANGUARD ADMIRAL FDS INC921932885306,979$25.9M1.76%
10MICROSOFT CORPMSFT80,694$25.5M1.73%
11ALPHABET INCGOOG192,904$25.2M1.71%
12SPDR S&P 500 ETF TRSPY56,108$24.0M1.63%
13WALMART INCWMT142,312$22.8M1.54%
14JPMORGAN CHASE & COVYLD152,626$22.1M1.50%
15TESLA INCTSLA86,959$21.8M1.48%
16PHILLIPS 66PSX176,695$21.2M1.44%
17WILLIAMS COS INC969457100587,550$19.8M1.34%
18EOG RES INCEOG153,838$19.5M1.32%
19JOHNSON & JOHNSONJNJ125,010$19.5M1.32%
20BROADCOM INCAVGO22,846$19.0M1.29%
21UBER TECHNOLOGIES INCUBER386,773$17.8M1.21%
22ADVANCED MICRO DEVICES INCAMD165,835$17.1M1.16%
23LOCKHEED MARTIN CORPLMT41,557$17.0M1.15%
24CME GROUP INCCME83,468$16.7M1.13%
25RTX CORPORATIONRTX224,003$16.1M1.09%
26DIGITAL RLTY TR INC253868103127,307$15.4M1.04%
27EQT CORPEQT364,085$14.8M1.00%
28J P MORGAN EXCHANGE TRADED F46641Q670330,219$14.8M1.00%
29REPUBLIC SVCS INC76075910099,882$14.2M0.97%
30KLA CORPKLAC30,813$14.1M0.96%
31FIDELITY MERRIMACK STR TR316188309323,588$14.1M0.96%
32MCDONALDS CORPMCD52,710$13.9M0.94%
33VIRTU FINL INC928254101785,810$13.6M0.92%
34STAR BULK CARRIERS CORP.SBLK694,836$13.4M0.91%
35DUKE ENERGY CORP NEWDUKB147,309$13.0M0.88%
36AGCO CORPAGCO109,464$12.9M0.88%
37AMGEN INCAMGN46,325$12.5M0.84%
38BJS WHSL CLUB HLDGS INC05550J101172,995$12.3M0.84%
39DT MIDSTREAM INCDTM224,280$11.9M0.80%
40INTUITINTU22,978$11.7M0.80%
41COTERRA ENERGY INCCTRA424,536$11.5M0.78%
42PFIZER INCPFE341,498$11.3M0.77%
43LAM RESEARCH CORPLRCX18,047$11.3M0.77%
44GLOBALFOUNDRIES INCGFS192,806$11.2M0.76%
45DTE ENERGY CODTK110,758$11.0M0.75%
46HARTFORD FDS EXCHANGE TRADED41653L503290,789$10.7M0.73%
47MERCK & CO INCMRK100,882$10.4M0.70%
48EAGLE BULK SHIPPING INCY2187A150241,921$10.2M0.69%
49AMAZON COM INCAMZN79,902$10.2M0.69%
50SNOWFLAKE INCSNOW65,983$10.1M0.68%
51ISHARES TR46434V878199,288$10.0M0.68%
52IQVIA HLDGS INCIQV50,999$10.0M0.68%
53HOME DEPOT INCHD31,563$9.5M0.65%
54SCHWAB STRATEGIC TR808524755295,819$9.4M0.64%
55GITLAB INCGTLB205,716$9.3M0.63%
56MARVELL TECHNOLOGY INCMRVL167,776$9.1M0.62%
57BERKSHIRE HATHAWAY INC DELBRK-A25,669$9.0M0.61%
58DIAMONDBACK ENERGY INCFANG57,412$8.9M0.60%
59ISHARES TR464288885102,718$8.9M0.60%
60CROWDSTRIKE HLDGS INCCRWD47,971$8.0M0.54%
61TEVA PHARMACEUTICAL INDS LTD881624209763,365$7.8M0.53%
62CBOE GLOBAL MKTS INC12503M10848,137$7.5M0.51%
63OKTA INCOKTA87,460$7.1M0.48%
64CONFLUENT INC20717M103237,089$7.0M0.48%
65HASHICORP INC418100103306,584$7.0M0.47%
66AMERICAN TOWER CORP NEW03027X10042,038$6.9M0.47%
67KINDER MORGAN INC DELEP-PC416,045$6.9M0.47%
68NETFLIX INCNFLX17,950$6.8M0.46%
69APTIV PLCAPTV68,162$6.7M0.46%
70GENCO SHIPPING & TRADING LTDGNK467,302$6.5M0.44%
71UTZ BRANDS INCUTZ481,615$6.5M0.44%
72COUCHBASE INC22207T101359,406$6.2M0.42%
73ISHARES TR46428761422,390$6.0M0.40%
74META PLATFORMS INCMETA19,702$5.9M0.40%
75VANGUARD WORLD FDS92204A70213,148$5.5M0.37%
76ALPHABET INCGOOG40,312$5.3M0.36%
77PROTAGONIST THERAPEUTICS INCPTGX292,869$4.9M0.33%
78ZOOM VIDEO COMMUNICATIONS INZM60,595$4.2M0.29%
79AXCELIS TECHNOLOGIES INCACLS25,937$4.2M0.29%
80AXCELIS TECHNOLOGIES INCACLS25,900$4.2M0.29%
81EATON CORP PLCETN19,740$4.2M0.29%
82SPDR INDEX SHS FDS78463X15278,451$4.2M0.28%
83GRACO INCGGG53,576$3.9M0.26%
84SERVISFIRST BANCSHARES INCSFBS70,000$3.7M0.25%
85ILLINOIS TOOL WKS INC45230810915,524$3.6M0.24%
86ZEBRA TECHNOLOGIES CORPORATIZBRA14,771$3.5M0.24%
87UNITEDHEALTH GROUP INCUNH6,860$3.5M0.23%
88AON PLCAON9,547$3.1M0.21%
89HUMANA INCHUM6,311$3.1M0.21%
90NOVO-NORDISK A SNONOF31,818$2.9M0.20%
91COCA COLA CONS INCCOKE4,334$2.8M0.19%
92LOWES COS INC54866110713,096$2.7M0.18%
93VANGUARD INDEX FDS92290855335,560$2.7M0.18%
94BERKSHIRE HATHAWAY INC DELBRK-A5$2.7M0.18%
95IDEXX LABS INC45168D1045,891$2.6M0.17%
96TERADYNE INCTER25,411$2.6M0.17%
97SCHWAB STRATEGIC TR80852479736,052$2.6M0.17%
98IDEXX LABS INC45168D1045,800$2.5M0.17%
99SCHWAB STRATEGIC TR80852477144,917$2.5M0.17%
100IMMUNIC INCIMUX1,686,455$2.5M0.17%
101COCA COLA COKO43,966$2.5M0.17%
102TE CONNECTIVITY LTDTEL18,789$2.3M0.16%
103ARBOR REALTY TRUST INCABR-PF152,273$2.3M0.16%
104ISHARES TR46429B59850,000$2.2M0.15%
105VALUED ADVISERS TR92046L353120,486$2.2M0.15%
106BECTON DICKINSON & COBDX8,236$2.1M0.14%
107CHEVRON CORP NEWCVX12,017$2.0M0.14%
108AMAZON COM INCAMZN15,700$2.0M0.14%
109BOEING COBA-PA10,278$2.0M0.13%
110EXXON MOBIL CORPXOM16,498$1.9M0.13%
111AXOS FINANCIAL INCAX49,025$1.9M0.13%
112APPLE INCAAPL10,700$1.8M0.12%
113ELI LILLY & COLLY3,286$1.8M0.12%
114PROCTER AND GAMBLE CO74271810911,632$1.7M0.12%
115STRYKER CORPORATIONSYK6,195$1.7M0.11%
116LINCOLN ELEC HLDGS INC5339001069,287$1.7M0.11%
117VANGUARD INDEX FDS9229083634,282$1.7M0.11%
118GLOBAL PMTS INC37940X10214,326$1.7M0.11%
119JOHNSON & JOHNSONJNJ10,400$1.6M0.11%
120NORTHEAST BK LEWISTON ME66405S10036,628$1.6M0.11%
121PEPSICO INCPEP8,821$1.5M0.10%
122AUTOMATIC DATA PROCESSING INADP6,136$1.5M0.10%
123KRANESHARES TR50076773670,000$1.4M0.10%
124TEXAS INSTRS INC8825081048,997$1.4M0.10%
125UNITED PARCEL SERVICE INCUPS8,627$1.3M0.09%
126ISHARES TR4642872002,844$1.2M0.08%
127GLOBAL X FDS37954Y65763,875$1.2M0.08%
128NORFOLK SOUTHN CORP6558441085,906$1.2M0.08%
129DEERE & CODE3,060$1.2M0.08%
130PPG INDS INC6935061078,852$1.1M0.08%
131EMERSON ELEC COEMR11,445$1.1M0.07%
132NORFOLK SOUTHN CORP6558441085,400$1.1M0.07%
133INTERNATIONAL BUSINESS MACHSINTR7,230$1.0M0.07%
134PIMCO ETF TR72201R8339,895$990,8800.07%
1353M COMMM10,562$988,7690.07%
136ENTERPRISE PRODS PARTNERS L29379210736,000$985,3200.07%
137EDWARDS LIFESCIENCES CORPEW14,187$982,8790.07%
138ALBANY INTL CORP01234810811,364$980,4860.07%
139DEVON ENERGY CORP NEW25179M10320,300$968,3100.07%
140WHITE MTNS INS GROUP LTDG9618E107608$909,3800.06%
141VERISK ANALYTICS INCVRSK3,826$903,9590.06%
142TARGET CORPTGT8,129$898,8760.06%
143NORTHROP GRUMMAN CORPNOC2,038$897,0910.06%
144HERSHEY COHSY4,478$895,9710.06%
145EASTGROUP PPTYS INC2772761015,293$881,4440.06%
146INVESCO EXCH TRADED FD TR IIIVZ75,000$821,2500.06%
147ABBVIE INCABBV5,499$819,6080.06%
148ISHARES TR4642875985,059$768,0580.05%
149HORIZON THERAPEUTICS PUB LG461881016,579$761,1060.05%
150GENUINE PARTS COGPC5,190$749,3430.05%
151ISHARES TR46428723419,500$740,0250.05%
152NEXTERA ENERGY INCNEE-PW12,705$727,8620.05%
153QUALCOMM INCQCOM6,468$718,2880.05%
154COLGATE PALMOLIVE COCL10,048$714,4840.05%
155J P MORGAN EXCHANGE TRADED F46641Q83714,105$707,7760.05%
156GOLDMAN SACHS ETF TRNVGLF13,929$695,6290.05%
157SCHWAB STRATEGIC TR8085243009,492$690,2820.05%
158MARATHON PETE CORPMARA4,425$669,6800.05%
159ABBOTT LABSABLZF6,826$661,1230.04%
160VANGUARD INDEX FDS9229087693,094$657,2510.04%
161INTEL CORPINTC17,736$630,5270.04%
162ACUITY BRANDS INCAYI3,684$627,4470.04%
163VANGUARD SPECIALIZED FUNDS9219088443,983$618,8140.04%
164LIBERTY ENERGY INCLBRT33,379$618,1800.04%
165EQUIFAX INCEFX3,175$581,5970.04%
166FASTENAL COFAST10,555$576,7370.04%
167CISCO SYS INCCSCO10,445$561,5220.04%
168SPDR DOW JONES INDL AVERAGE78467X1091,670$559,3670.04%
169INVESCO EXCHANGE TRADED FD TIVZ17,160$546,0380.04%
170VISA INCV2,321$533,9340.04%
171PHILIP MORRIS INTL INC7181721095,501$509,3290.03%
172INVESCO EXCH TRADED FD TR IIIVZ8,644$508,1810.03%
173SELECT SECTOR SPDR TR81369Y8033,040$498,2760.03%
174SCHWAB STRATEGIC TR8085241029,706$483,8320.03%
175SELECT SECTOR SPDR TR81369Y2093,754$483,3390.03%
176ISHARES TR4642874815,190$474,1070.03%
177BERKLEY W R CORPWRB-PH7,421$471,1600.03%
178ASCENDIS PHARMA A/SASND5,000$468,2000.03%
179BANK AMERICA CORP06050510416,702$457,3000.03%
180KIMBERLY-CLARK CORPKMB3,756$453,9130.03%
181UNITEDHEALTH GROUP INCUNH900$453,7710.03%
182US BANCORP DELUSB-PS13,723$453,6690.03%
183MARTIN MARIETTA MATLS INC5732841061,100$451,5280.03%
184JOHNSON CTLS INTL PLCG515021058,372$445,4680.03%
185PARKER-HANNIFIN CORPPH1,139$443,6640.03%
186ISHARES TR4642876221,815$426,3620.03%
187BRISTOL-MYERS SQUIBB COCELG-RI7,284$422,7380.03%
188SOUTHERN COSOMN6,437$416,5890.03%
189COGNIZANT TECHNOLOGY SOLUTIOCTSH6,113$414,0950.03%
190ENERGY TRANSFER L PET-PI29,234$410,1550.03%
191VANGUARD INDEX FDS9229086372,000$391,3800.03%
192AVNET INCAVT8,115$391,0620.03%
193STARBUCKS CORPSBUX4,282$390,7800.03%
194SPDR GOLD TRGLD2,155$369,4750.03%
195ISHARES TR4642894382,384$366,7310.02%
196ORACLE CORPORCL-PD3,447$365,1240.02%
197WELLS FARGO CO NEW9497461018,778$358,6520.02%
198FORD MTR CO DEL34537086028,781$357,4630.02%
199MCKESSON CORPMCK813$353,5110.02%
200ISHARES TR4642874995,100$353,1750.02%
201NORTHERN TR CORPNTRSO5,054$351,1520.02%
202RPC INCRES38,783$346,7210.02%
203GLOBAL X FDS37954Y48320,657$346,4190.02%
204EXACT SCIENCES CORP30063P1055,000$341,1000.02%
205MASTERCARD INCORPORATEDMA801$317,2520.02%
206MEDTRONIC PLCMDT4,037$316,3650.02%
207DANAHER CORPORATION2358511021,271$315,3210.02%
208TRUIST FINL CORP89832Q10910,670$305,2820.02%
209CVS HEALTH CORPCVS4,362$304,5340.02%
210MICRON TECHNOLOGY INCMU4,470$304,0650.02%
211APPLIED MATLS INC0382221052,174$301,0540.02%
212IONQ INCIONQ-WT20,000$297,6000.02%
213VERIZON COMMUNICATIONS INCVZ9,130$295,9030.02%
214WEYERHAEUSER CO MTN BEWY9,621$294,9800.02%
215J P MORGAN EXCHANGE TRADED F46641Q6545,795$292,3580.02%
216CARDINAL HEALTH INCCAH3,356$291,3680.02%
217SMUCKER J M CO8326964052,312$284,1680.02%
218CONOCOPHILLIPSCOP2,362$282,9780.02%
219PGIM ETF TR69344A1075,641$279,1740.02%
220EATON VANCE TAX-MANAGED GLOBETN36,705$270,5170.02%
221J P MORGAN EXCHANGE TRADED F46641Q3325,000$267,8000.02%
222TJX COS INC NEW8725401092,996$266,3140.02%
223ALTRIA GROUP INCMO6,065$255,0330.02%
224MOBILEYE GLOBAL INCMBLY6,100$253,4550.02%
225CARRIER GLOBAL CORPORATIONCARR4,564$251,9330.02%
226AVERY DENNISON CORPAVY1,375$251,1720.02%
227AMERICAN EXPRESS COAXP1,652$246,4260.02%
228KIRBY CORPKEX2,900$240,1200.02%
229DISNEY WALT CO2546871062,935$237,9170.02%
230L3HARRIS TECHNOLOGIES INCLHX1,362$237,0960.02%
231VANGUARD WHITEHALL FDS9219464062,259$233,4370.02%
232ABBOTT LABSABLZF2,400$232,4400.02%
233COMCAST CORP NEWCCZ5,234$232,0760.02%
234ISHARES TR4642878042,402$226,5720.02%
235ISHARES TR4642871681,978$212,8600.01%
236REALTY INCOME CORPO4,238$211,6460.01%
237BLACKROCK INCBLK323$208,8150.01%
238MORGAN STANLEYMS-PQ2,506$204,7010.01%
239SALESFORCE INCCRM1,006$203,9680.01%
240OTIS WORLDWIDE CORPOTIS2,518$202,2210.01%
241ISHARES TR4642873092,943$201,3420.01%
242AT&T INCT-PC12,001$180,2630.01%
243ARCHER AVIATION INCACHR-WT24,000$121,4400.01%
244PENNANTPARK FLOATING RATE CAPFLT10,000$106,6000.01%
245COLONY BANKCORP INCCBAN10,049$100,4400.01%
246AGNC INVT CORP00123Q10410,000$94,4000.01%
247SOUNDHOUND AI INCSOUNW45,000$90,4500.01%
248PLUG POWER INCPLUG10,000$76,0000.01%
249MEDICAL PPTYS TRUST INC58463J30410,500$57,2250.00%
250ATLANTIC AMERN CORP04820910018,335$35,5700.00%
251AMARIN CORP PLCAMRN18,488$17,0090.00%
252TELLURIAN INC NEW87968A10412,370$14,3500.00%