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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 Q1 2024 · Filed May 13, 2024 · Accession 0001085146-24-002419

Total Value
$2.18B
Positions
320
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA167,822$151.6M6.96%
2VANGUARD INDEX FDS922908736351,062$120.8M5.55%
3APPLE INCAAPL646,435$110.9M5.09%
4ISHARES TR46432F8421,133,305$84.1M3.86%
5ANGEL OAK FUNDS TRUST03463K7521,047,387$53.3M2.45%
6VANGUARD WORLD FD92204A70291,731$48.1M2.21%
7VANGUARD SCOTTSDALE FDS92206C599190,488$44.4M2.04%
8MICROSOFT CORPMSFT94,642$39.8M1.83%
9BERKSHIRE HATHAWAY INC DELBRK-A86,249$36.3M1.66%
10SPDR S&P 500 ETF TRSPY66,418$34.7M1.59%
11JPMORGAN CHASE & COVYLD164,325$32.9M1.51%
12PHILLIPS 66PSX176,934$28.9M1.33%
13TESLA INCTSLA163,468$28.7M1.32%
14WALMART INCWMT456,650$27.5M1.26%
15ALPHABET INCGOOG180,079$27.2M1.25%
16INVESCO EXCHANGE TRADED FD TIVZ241,700$26.6M1.22%
17NETFLIX INCNFLX42,664$25.9M1.19%
18ISHARES TR46434V621418,441$24.3M1.12%
19AMAZON COM INCAMZN131,089$23.6M1.09%
20WILLIAMS COS INC969457100606,058$23.6M1.08%
21COSTCO WHSL CORP NEW22160K10531,988$23.4M1.08%
22RTX CORPORATIONRTX226,163$22.1M1.01%
23FIDELITY MERRIMACK STR TR316188309481,149$21.8M1.00%
24KLA CORPKLAC31,070$21.7M1.00%
25SCHWAB STRATEGIC TR808524771319,103$21.5M0.99%
26ADVANCED MICRO DEVICES INCAMD111,705$20.2M0.93%
27MCDONALDS CORPMCD70,898$20.0M0.92%
28MERCK & CO INCMRK151,103$19.9M0.92%
29LAM RESEARCH CORPLRCX20,004$19.4M0.89%
30JOHNSON & JOHNSONJNJ121,702$19.3M0.88%
31REPUBLIC SVCS INC760759100100,441$19.2M0.88%
32LOCKHEED MARTIN CORPLMT41,583$18.9M0.87%
33DIGITAL RLTY TR INC253868103130,566$18.8M0.86%
34BROADCOM INCAVGO14,188$18.8M0.86%
35CME GROUP INCCME84,386$18.2M0.83%
36UBER TECHNOLOGIES INCUBER234,873$18.1M0.83%
37VIRTU FINL INC928254101859,303$17.6M0.81%
38STAR BULK CARRIERS CORP.SBLK697,867$16.7M0.76%
39HOME DEPOT INCHD42,369$16.3M0.75%
40CROWDSTRIKE HLDGS INCCRWD49,190$15.8M0.72%
41J P MORGAN EXCHANGE TRADED F46641Q670337,942$15.8M0.72%
42GENCO SHIPPING & TRADING LTDGNK772,428$15.7M0.72%
43BROOKFIELD INFRASTRUCTURE COBIPC427,070$15.4M0.71%
44INTUITINTU23,256$15.1M0.69%
45DTE ENERGY CODTK134,231$15.1M0.69%
46DUKE ENERGY CORP NEWDUKB149,804$14.5M0.66%
47DT MIDSTREAM INCDTM227,718$13.9M0.64%
48EOG RES INCEOG105,624$13.5M0.62%
49AMGEN INCAMGN46,570$13.2M0.61%
50PIMCO ETF TR72201R866251,622$13.2M0.61%
51BJS WHSL CLUB HLDGS INC05550J101174,515$13.2M0.61%
52IQVIA HLDGS INCIQV51,630$13.1M0.60%
53META PLATFORMS INCMETA26,694$13.0M0.59%
54COCA COLA COKO206,692$12.6M0.58%
55VERIZON COMMUNICATIONS INCVZ294,939$12.4M0.57%
56HARTFORD FDS EXCHANGE TRADED41653L503317,015$12.3M0.57%
57MARVELL TECHNOLOGY INCMRVL169,780$12.0M0.55%
58KINDER MORGAN INC DELEP-PC651,219$11.9M0.55%
59COTERRA ENERGY INCCTRA428,079$11.9M0.55%
60PROTAGONIST THERAPEUTICS INCPTGX408,173$11.8M0.54%
61DIAMONDBACK ENERGY INCFANG58,754$11.6M0.53%
62SHOPIFY INCSHOP147,492$11.4M0.52%
63TEVA PHARMACEUTICAL INDS LTD881624209770,133$10.9M0.50%
64SNOWFLAKE INCSNOW66,736$10.8M0.49%
65SCHWAB STRATEGIC TR808524755296,695$10.6M0.48%
66ISHARES TR464288885101,570$10.5M0.48%
67ISHARES TR46434V878208,372$10.5M0.48%
68UTZ BRANDS INCUTZ565,987$10.4M0.48%
69GLOBALFOUNDRIES INCGFS195,279$10.2M0.47%
70DEVON ENERGY CORP NEW25179M103196,777$9.9M0.45%
71COUCHBASE INC22207T101368,511$9.7M0.44%
72PFIZER INCPFE343,184$9.5M0.44%
73GITLAB INCGTLB161,351$9.4M0.43%
74OKTA INCOKTA88,438$9.3M0.42%
75CBOE GLOBAL MKTS INC12503M10848,888$9.0M0.41%
76BENTLEY SYS INCBSY171,704$9.0M0.41%
77PAYPAL HLDGS INCPYPL132,355$8.9M0.41%
78INTERNATIONAL PAPER CO460146103220,017$8.6M0.39%
79AMERICAN TOWER CORP NEW03027X10043,055$8.5M0.39%
80CONFLUENT INC20717M103266,875$8.1M0.37%
81EATON CORP PLCETN24,547$7.7M0.35%
82ZOOM VIDEO COMMUNICATIONS INZM113,003$7.4M0.34%
83SERVISFIRST BANCSHARES INCSFBS110,549$7.3M0.34%
84ALPHABET INCGOOG46,944$7.1M0.33%
85ISHARES TR46428761420,834$7.0M0.32%
86GOLDMAN SACHS ETF TRNVGLF137,226$6.9M0.32%
87UNITED PARCEL SERVICE INCUPS45,657$6.8M0.31%
88MONGODB INCMDB18,634$6.7M0.31%
89PUBMATIC INCPUBM280,902$6.7M0.31%
90NUTANIX INCNTNX103,875$6.4M0.29%
91BECTON DICKINSON & COBDX25,756$6.4M0.29%
92OREILLY AUTOMOTIVE INC67103H1075,024$5.7M0.26%
93AON PLCAON15,788$5.3M0.24%
94NORTHROP GRUMMAN CORPNOC10,001$4.8M0.22%
95VISA INCV16,434$4.6M0.21%
96LOWES COS INC54866110717,888$4.6M0.21%
97GRACO INCGGG48,751$4.6M0.21%
98NOVO-NORDISK A SNONOF31,668$4.1M0.19%
99UNITEDHEALTH GROUP INCUNH8,121$4.0M0.18%
100ILLINOIS TOOL WKS INC45230810914,616$3.9M0.18%
101HASHICORP INC418100103142,276$3.8M0.18%
102ZEBRA TECHNOLOGIES CORPORATIZBRA12,286$3.7M0.17%
103COCA COLA CONS INCCOKE4,319$3.7M0.17%
104VANGUARD INDEX FDS92290876913,768$3.6M0.16%
105INTEL CORPINTC79,190$3.5M0.16%
106ELI LILLY & COLLY4,390$3.4M0.16%
107SCHWAB STRATEGIC TR80852479739,507$3.2M0.15%
108BERKSHIRE HATHAWAY INC DELBRK-A5$3.2M0.15%
109SPDR DOW JONES INDL AVERAGE78467X1097,874$3.1M0.14%
110IDEXX LABS INC45168D1045,800$3.1M0.14%
111ORACLE CORPORCL-PD24,893$3.1M0.14%
112EXXON MOBIL CORPXOM26,040$3.0M0.14%
113TE CONNECTIVITY LTDTEL20,768$3.0M0.14%
114NVR INCNVR344$2.8M0.13%
115TERADYNE INCTER24,039$2.7M0.12%
116IMMUNIC INCIMUX2,052,807$2.7M0.12%
117BOEING COBA-PA13,864$2.7M0.12%
118RPM INTL INC74968510322,011$2.6M0.12%
119AXOS FINANCIAL INCAX48,393$2.6M0.12%
120ISHARES TR46429B59850,000$2.6M0.12%
121IDEXX LABS INC45168D1044,722$2.5M0.12%
122PEPSICO INCPEP13,970$2.4M0.11%
123STRYKER CORPORATIONSYK6,804$2.4M0.11%
124AMAZON COM INCAMZN13,200$2.4M0.11%
125LINCOLN ELEC HLDGS INC5339001069,295$2.4M0.11%
126ABBVIE INCABBV12,622$2.3M0.11%
127VALUED ADVISERS TR92046L353101,672$2.2M0.10%
128ARCADIUM LITHIUM PLCG0508H110511,166$2.2M0.10%
129HUMANA INCHUM6,155$2.1M0.10%
130INTERNATIONAL BUSINESS MACHSINTR11,142$2.1M0.10%
131BANK AMERICA CORP06050510455,218$2.1M0.10%
132CISCO SYS INCCSCO41,692$2.1M0.10%
133IMMATICS N.VIMTX195,276$2.1M0.09%
134NORTHEAST BK LEWISTON ME66405S10036,628$2.0M0.09%
135ADOBE INCADBE4,005$2.0M0.09%
136CHEVRON CORP NEWCVX12,710$2.0M0.09%
137PROCTER AND GAMBLE CO74271810912,350$2.0M0.09%
138ISHARES TR4642876559,081$1.9M0.09%
139GLOBAL PMTS INC37940X10213,952$1.9M0.09%
140VANGUARD INDEX FDS9229083633,865$1.9M0.09%
141APPLE INCAAPL10,700$1.8M0.08%
142ISHARES TR4642876226,040$1.7M0.08%
143MASTERCARD INCORPORATEDMA3,594$1.7M0.08%
144GOLDMAN SACHS GROUP INCGSCE4,140$1.7M0.08%
145TRUIST FINL CORP89832Q10942,418$1.7M0.08%
146AUTOMATIC DATA PROCESSING INADP6,516$1.6M0.07%
147AMERICAN EXPRESS COAXP6,817$1.6M0.07%
148NORFOLK SOUTHN CORP6558441085,919$1.5M0.07%
149ISHARES TR4642872002,857$1.5M0.07%
150TEXAS INSTRS INC8825081048,179$1.4M0.07%
151ENTERPRISE PRODS PARTNERS L29379210748,320$1.4M0.06%
152ARBOR REALTY TRUST INCABR-PF104,973$1.4M0.06%
153NORFOLK SOUTHN CORP6558441085,300$1.4M0.06%
154FORD MTR CO DEL34537086099,627$1.3M0.06%
155VITAL ENERGY INC51680620525,000$1.3M0.06%
156PPG INDS INC6935061078,868$1.3M0.06%
157VANGUARD SPECIALIZED FUNDS9219088446,969$1.3M0.06%
158DEERE & CODE2,994$1.2M0.06%
159HP INCHPQ40,473$1.2M0.06%
160TARGET CORPTGT6,515$1.2M0.05%
161ADVANCE AUTO PARTS INCAAP13,374$1.1M0.05%
162UNITEDHEALTH GROUP INCUNH2,300$1.1M0.05%
163VERMILION ENERGY INCVET90,000$1.1M0.05%
164INTEGRAL AD SCIENCE HLDNG CO45828L108110,040$1.1M0.05%
165SELECT SECTOR SPDR TR81369Y60525,996$1.1M0.05%
166QUALCOMM INCQCOM6,450$1.1M0.05%
167WHITE MTNS INS GROUP LTDG9618E107608$1.1M0.05%
168EMERSON ELEC COEMR9,424$1.1M0.05%
169PIMCO ETF TR72201R83310,472$1.1M0.05%
1703M COMMM9,730$1.0M0.05%
171CHARTER COMMUNICATIONS INC N16119P1083,349$973,3200.04%
172MARATHON PETE CORPMARA4,725$952,0880.04%
173EDWARDS LIFESCIENCES CORPEW9,896$945,6620.04%
174SCHWAB STRATEGIC TR80852469820,861$928,1060.04%
175INVESCO EXCH TRADED FD TR IIIVZ75,000$891,0000.04%
176VERISK ANALYTICS INCVRSK3,771$888,9380.04%
177COLGATE PALMOLIVE COCL9,826$884,7880.04%
178ENERGY TRANSFER L PET-PI56,067$881,9360.04%
179HERSHEY COHSY4,405$856,7730.04%
180SCHWAB STRATEGIC TR8085243009,210$853,9210.04%
181VANGUARD WHITEHALL FDS9219464066,994$846,2100.04%
182EASTGROUP PPTYS INC2772761014,693$843,6610.04%
183MICROSOFT CORPMSFT2,000$841,4400.04%
184PHILIP MORRIS INTL INC7181721099,180$841,1010.04%
185ACUITY BRANDS INCAYI3,129$840,8950.04%
186ISHARES TR46428723420,100$825,7080.04%
187VANGUARD ADMIRAL FDS INC9219325052,673$814,3450.04%
188EQUIFAX INCEFX3,038$812,6160.04%
189GLOBAL X FDS37954Y65740,000$806,4000.04%
190VANGUARD INDEX FDS9229085953,045$793,8930.04%
191NEXTERA ENERGY INCNEE-PW12,275$784,4960.04%
192ASCENDIS PHARMA A/SASND5,000$755,8500.03%
193CARDINAL HEALTH INCCAH6,677$747,1540.03%
194GENUINE PARTS COGPC4,790$742,1890.03%
195ROPER TECHNOLOGIES INCROP1,301$729,6530.03%
196SCORPIO TANKERS INCSTNG10,000$715,5000.03%
197FASTENAL COFAST9,271$715,1650.03%
198JOHNSON CTLS INTL PLCG5150210510,647$695,4630.03%
199SOUTHERN COSOMN9,589$687,8970.03%
200ISHARES TR4642874815,973$681,7590.03%
201MEDTRONIC PLCMDT7,794$679,2200.03%
202DISNEY WALT CO2546871065,537$677,5680.03%
203MARTIN MARIETTA MATLS INC5732841061,100$675,3340.03%
204LIQUIDIA CORPORATIONLQDA45,000$663,7500.03%
205NEXTNAV INCNXNVW100,000$658,0000.03%
206BERKLEY W R CORPWRB-PH7,421$656,3140.03%
207VALERO ENERGY CORPVLO3,628$619,2150.03%
208INVESCO EXCHANGE TRADED FD TIVZ15,831$609,0270.03%
209WARRIOR MET COAL INCHCC10,000$607,0000.03%
210THE TRADE DESK INC88339J1056,825$596,6420.03%
211SCHWAB STRATEGIC TR8085241029,772$596,6020.03%
212DMC GLOBAL INCBOOM30,000$584,7000.03%
213INVESCO EXCH TRADED FD TR IIIVZ8,857$583,4110.03%
214ENBRIDGE INCENNPF15,713$568,5020.03%
215MERCADOLIBRE INCMELI372$562,4500.03%
216PARKER-HANNIFIN CORPPH985$547,2800.03%
217VANGUARD WORLD FD9219108404,550$543,8130.02%
218ISHARES TR46429B6976,481$541,7140.02%
219DANAOS CORPORATIONDAC7,500$541,5000.02%
220ALBERTSONS COS INC01309110325,000$536,0000.02%
221TSAKOS ENERGY NAVIGATION LTDTEN-PF21,000$533,1900.02%
222BLACKROCK INCBLK632$526,8990.02%
223IROBOT CORP46272610060,000$525,6010.02%
224LIBERTY ENERGY INCLBRT25,179$521,7090.02%
225SPDR S&P MIDCAP 400 ETF TRMDY930$517,4520.02%
226MORGAN STANLEYMS-PQ5,492$517,1320.02%
227J P MORGAN EXCHANGE TRADED F46641Q83710,170$513,0770.02%
228KIMBERLY-CLARK CORPKMB3,941$509,7690.02%
229US BANCORP DELUSB-PS11,317$505,8610.02%
230ISHARES TR4642875982,683$480,5530.02%
231VANGUARD INDEX FDS9229086372,000$479,5200.02%
232SPDR GOLD TRGLD2,296$472,3340.02%
233SELECT SECTOR SPDR TR81369Y2093,173$468,6850.02%
234CATERPILLAR INCCAT1,277$468,0770.02%
235ISHARES TR4642894382,384$465,1190.02%
236NORTHERN TR CORPNTRSO5,221$464,2520.02%
237SELECT SECTOR SPDR TR81369Y8032,189$455,8130.02%
238NEW YORK CMNTY BANCORP INC649445103140,000$450,8000.02%
239BITWISE BITCOIN ETF TRBITB11,601$449,0750.02%
240COGNIZANT TECHNOLOGY SOLUTIOCTSH6,113$448,0220.02%
241SELECT SECTOR SPDR TR81369Y5064,713$444,9550.02%
242STARBUCKS CORPSBUX4,710$430,4190.02%
243ISHARES TR4642874995,100$428,8590.02%
244HOWMET AEROSPACE INCHWM6,101$417,4920.02%
245MCKESSON CORPMCK770$413,4530.02%
246ISHARES TR4642871683,353$413,0070.02%
247ABBOTT LABSABLZF3,621$411,6190.02%
248WELLS FARGO CO NEW9497461016,922$401,2000.02%
249ARISTA NETWORKS INCANET1,380$400,1730.02%
250BRISTOL-MYERS SQUIBB COCELG-RI7,352$398,6990.02%
251MONDELEZ INTL INC6092071055,695$398,6440.02%
252FIFTH THIRD BANCORPFITBM10,686$397,6330.02%
253SALESFORCE INCCRM1,320$397,4590.02%
254ALTRIA GROUP INCMO9,038$394,2160.02%
255APPLIED MATLS INC0382221051,880$387,7000.02%
256SPDR SER TR78464A7632,929$384,3660.02%
257REALTY INCOME CORPO7,098$384,0190.02%
258CHUBB LIMITEDCB1,462$378,8490.02%
259WISDOMTREE TRWT3,388$367,5980.02%
260MANNKIND CORPMNKD80,400$364,2120.02%
261J P MORGAN EXCHANGE TRADED F46641Q6477,009$355,6580.02%
262SHELL PLCRYDAF5,192$348,0720.02%
263EXACT SCIENCES CORP30063P1055,000$345,3000.02%
264ISHARES TR4642878042,999$331,4390.02%
265CVS HEALTH CORPCVS4,123$328,8470.02%
266BARRICK GOLD CORP06790110819,677$327,4260.02%
267COMCAST CORP NEWCCZ7,434$322,2530.01%
268SCHWAB STRATEGIC TR8085246076,505$320,3290.01%
269PNC FINL SVCS GROUP INC6934751051,963$317,2210.01%
270INVESCO ACTIVELY MANAGED ETFIVZ6,176$308,1340.01%
271SERVICENOW INCNOW403$307,2480.01%
272AVERY DENNISON CORPAVY1,375$306,9690.01%
273AVNET INCAVT6,125$303,6780.01%
274EATON VANCE TAX-MANAGED GLOBETN36,793$300,2330.01%
275WEYERHAEUSER CO MTN BEWY8,065$289,6150.01%
276J P MORGAN EXCHANGE TRADED F46641Q3325,000$289,3000.01%
277ISHARES TR4642875074,635$281,5300.01%
278TJX COS INC NEW8725401092,732$277,0920.01%
279SOUNDHOUND AI INCSOUNW46,000$270,9400.01%
280GLOBAL X FDS37954Y48315,000$268,6500.01%
281KIRBY CORPKEX2,792$266,1340.01%
282SMUCKER J M CO8326964052,112$265,8380.01%
283CABOT CORPCBT2,848$262,5860.01%
284VANGUARD ADMIRAL FDS INC9219328852,534$260,9900.01%
285SCHWAB STRATEGIC TR8085242014,155$257,8600.01%
286CARRIER GLOBAL CORPORATIONCARR4,424$257,1680.01%
287MATTHEWS ASIA FDS57712583413,640$256,2930.01%
288SCHWAB STRATEGIC TR8085248704,802$250,4730.01%
289DUPONT DE NEMOURS INCDD3,253$249,3870.01%
290VANGUARD WORLD FD9219108731,300$243,0090.01%
291OTIS WORLDWIDE CORPOTIS2,446$242,8150.01%
292GILEAD SCIENCES INCGILD3,245$237,6630.01%
293DOW INCDOW4,054$234,8710.01%
294MR COOPER GROUP INC62482R1072,979$232,2140.01%
295CONOCOPHILLIPSCOP1,809$230,2500.01%
296TAIWAN SEMICONDUCTOR MFG LTD8740391001,665$226,5740.01%
297RPC INCRES29,163$225,7220.01%
298IONQ INCIONQ-WT22,500$224,7750.01%
299FIRST CMNTY BANKSHARES INC V31983A1036,400$221,6320.01%
300MANULIFE FINL CORP56501R1068,838$220,8620.01%
301GLOBAL X FDS37960A66910,000$216,5000.01%
302AUTODESK INCADSK826$215,1070.01%
303CAPITAL ONE FINL CORP14040H1051,434$213,4750.01%
304SOUTHERN COPPER CORPSCCO2,000$213,0400.01%
305GSK PLCGLAXF4,959$212,5930.01%
306EQT CORPEQT5,573$206,5830.01%
307CHIPOTLE MEXICAN GRILL INCCMG71$206,3810.01%
308BLACKSTONE INCBX1,527$200,5560.01%
309ANNALY CAPITAL MANAGEMENT INNLY-PJ10,027$197,4320.01%
310BLACKBERRY LTDBB48,000$132,4800.01%
311AGNC INVT CORP00123Q10412,000$118,8000.01%
312COLONY BANKCORP INCCBAN10,049$115,5640.01%
313FISCALNOTE HOLDINGS INCNOTEW85,894$114,2400.01%
314PENNANTPARK FLOATING RATE CAPFLT10,000$113,8000.01%
315ARCHER AVIATION INCACHR-WT24,000$110,8800.01%
316LUCID GROUP INCLCID34,100$97,1860.00%
317ATLANTIC AMERN CORP04820910018,335$49,1380.00%
318LUMEN TECHNOLOGIES INCLUMN22,792$35,5560.00%
319COGNITION THERAPEUTICS INCCGTX18,424$33,5320.00%
320TELLURIAN INC NEW87968A10424,740$16,3640.00%