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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

Haverford Financial Services, Inc.

Quarter ended Q1 2023 · Filed February 7, 2023 · Accession 0001104659-23-011777

Total Value
$362.6M
Positions
65
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (65)

#IssuerTicker / CUSIPSharesValue% of Filing
1RAYTHEON TECHNOLOGIES CORPRTX184,818$18.7M5.14%
2APPLE INCAAPL134,924$17.5M4.84%
3MASTERCARDMA47,923$16.7M4.60%
4UNITEDHEALTH GROUP INCUNH30,081$15.9M4.40%
5PEPSICO INCPEP84,781$15.3M4.22%
6MICROSOFT CORPMSFT62,850$15.1M4.16%
7DOLLAR GENERAL CORP25667710558,977$14.5M4.01%
8ACCENTURE LTDACN52,440$14.0M3.86%
9CVS HEALTH CORPORATIONCVS146,416$13.6M3.76%
10LOWES COS INC54866110767,791$13.5M3.73%
11BLACKROCK INCBLK18,045$12.8M3.53%
12COSTCO WHSL CORP NEW COM22160K10526,846$12.3M3.38%
13HONEYWELL INTERNATIONAL, INC.43851610654,809$11.7M3.24%
14TJX COS INC NEW872540109143,718$11.4M3.16%
15J.P. MORGAN CHASE & COVYLD82,769$11.1M3.06%
16JOHNSON & JOHNSONJNJ55,212$9.8M2.69%
17NIKE INC CL BNKE81,125$9.5M2.62%
18BECTON DICKINSONBDX33,896$8.6M2.38%
19DUPONT DE NEMOURS INCDD121,051$8.3M2.29%
20AIR PRODUCTS & CHEMICALS INCAIIR26,702$8.2M2.27%
21AON PLCAON27,202$8.2M2.25%
22THERMO FISHER SCIENTIFIC INCTMO14,446$8.0M2.19%
23BAXTER INTL INC071813109145,442$7.4M2.04%
24TEXAS INSTRUMENTS INC88250810444,006$7.3M2.01%
25STARBUCKS CORPSBUX72,539$7.2M1.98%
26ORACLE SYS CORPORCL-PD86,390$7.1M1.95%
27S&P GLOBAL INCSPGI19,534$6.5M1.80%
28MEDTRONIC PLCMDT82,918$6.4M1.78%
29COCA-COLA COKO92,844$5.9M1.63%
30UNITED PARCEL SVC INCUPS30,728$5.3M1.47%
31MCKESSON HBOC INC.MCK6,315$2.4M0.65%
32nVENT ELECTRIC PLCNVT56,815$2.2M0.60%
33ELECTRONIC ARTS INC.EA14,185$1.7M0.48%
34AGILENT TECHNOLOGIES INC COMA10,811$1.6M0.45%
35MASCO CORPMAS33,810$1.6M0.44%
36CRANE HLDGS COCXT14,540$1.5M0.40%
37DOW INCDOW26,177$1.3M0.36%
38MAXIMUS INCMMS17,910$1.3M0.36%
39BRUNSWICK CORPBC-PC18,150$1.3M0.36%
40LAM RESEARCH CPLRCX3,035$1.3M0.35%
41CASEY'S GENERAL STORES INC1475281035,675$1.3M0.35%
42LITHIA MOTORS INC CL A5367971036,029$1.2M0.34%
43SKYWORKS SOLUTIONS INCSWKS13,074$1.2M0.33%
44VALVOLINE INCVVV36,250$1.2M0.33%
45GENTEX CORPGNTX42,698$1.2M0.32%
46CONSTELLATION BRANDS INCSTZ4,770$1.1M0.30%
47BANK OF AMERICA06050510432,172$1.1M0.29%
48INTUIT INCINTU2,677$1.0M0.29%
49ISHARES CORE MSCI EMERGING MARKETS ETF46434G10320,880$975,0960.27%
50TE CONNECTIVITY LTDTEL8,395$963,7460.27%
51ZOETIS INC.ZTS5,960$873,4380.24%
52SCP POOL CORPPOOL2,624$793,3140.22%
53ESTEE LAUDER COS INC CL A5184391042,879$714,3090.20%
54ISHARES CORE S&P SMALL-CAP ETF4642878047,505$710,2730.20%
55FACTSET RESEARCH3030751051,485$595,7970.16%
56MOODYS CORP COMMCO2,005$558,6330.15%
57ISHARES BARCLAYS MBS BOND FUND4642885885,374$498,4390.14%
58ISHARES CORE S&P 500 ETF4642872001,220$468,7360.13%
59ISHARES CORE MSCI EAFE ETF46432F8427,480$461,0670.13%
60ISHARES CORE S&P MID-CAP ETF4642875071,600$387,0240.11%
61VANGUARD FTSE PACIFIC ETF9220428664,520$290,8620.08%
62ISHARES TR46429B6555,659$284,8170.08%
63GOLDMAN SACHS ETF TRNVGLF9,945$281,5430.08%
64ISHARES 0-5 YEAR TIPS BOND ETF46429B7472,232$216,4150.06%
65VANGUARD INTL EQUITY INDEX F9220427181,955$200,9940.06%