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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

L & S Advisors Inc

Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001104659-23-019459

Total Value
$540.1M
Positions
241
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (241)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL137,276$17.8M3.30%
2MICROSOFT CORPORATIONMSFT57,317$13.7M2.54%
3ELI LILLY & COMPANYLLY36,184$13.2M2.45%
4MERCK & CO INCMRK117,563$13.0M2.41%
5DJ INDUSTRIAL ETFDIA36,895$12.2M2.26%
6INTUIT INCINTU27,775$10.8M2.00%
7SPDR S&P 500 ETFSPY27,591$10.6M1.95%
8NORTHROP GRUMMAN CORPNOC18,241$10.0M1.84%
9DEERE & COMPANYDE23,039$9.9M1.83%
10US TREASURY912828wj510,000,000$9.7M1.80%
11JPMORGAN CHASE FINANCIALVYLD10,000,000$9.6M1.78%
12MCKESSON CORPORATIONMCK24,951$9.4M1.73%
13PROCTER & GAMBLE74271810957,714$8.7M1.62%
14UNITEDHEALTH GROUPUNH16,361$8.7M1.61%
15AIR PRODUCTS & CHEMICALSAIIR26,770$8.3M1.53%
16US TREASURY91282cck57,703,000$7.5M1.39%
17STARBUCKS CORPSBUX75,461$7.5M1.39%
18PROLOGIS INCPLDGP65,469$7.4M1.37%
19US TREASURY91282cap67,642,000$7.4M1.36%
20CHUBB LTDCB32,526$7.2M1.33%
21PRUDENTIAL FINANCIALPUKPF69,428$6.9M1.28%
22EQUITY LIFESTYLE PPTIESELS102,500$6.6M1.23%
23BOEING COBA-PA31,656$6.0M1.12%
24PIONEER NATL RES72378710724,747$5.7M1.05%
25TRANE TECHNOLOGIES PLCTT33,540$5.6M1.04%
26AMERICAN ELECTRIC POWER02553710157,913$5.5M1.02%
27TJX COMPANIES INC87254010967,015$5.3M0.99%
28DIAMONDBACK ENERGYFANG38,955$5.3M0.99%
29HONEYWELL43851610624,819$5.3M0.98%
30PEPSICO INCPEP29,356$5.3M0.98%
31BRISTOL MYERS SQUIBBCELG-RI73,448$5.3M0.98%
32EMERSON ELECTRIC COEMR54,623$5.2M0.97%
33MONDELEZ INTERNATIONAL60920710576,459$5.1M0.94%
34VANGUARD TOTAL STOCK ETF92290876926,316$5.0M0.93%
35WAL-MART STORES INCWMT35,413$5.0M0.93%
36COSTCO WHOLESALE CORPCOST10,836$4.9M0.92%
37ALPHABET INC AGOOG55,751$4.9M0.91%
38GOLDMAN SACHS GROUPGSCE5,000,000$4.9M0.91%
39AMGEN INCAMGN18,632$4.9M0.91%
40CONSTELLATION BRANDSSTZ20,911$4.8M0.90%
41SEMPRASREA31,173$4.8M0.89%
42US TREASURY912828g385,000,000$4.8M0.89%
43EATON CORP PLCETN30,430$4.8M0.88%
44CONSTELLATION ENERGYCEG52,032$4.5M0.83%
45AMAZON.COM INCAMZN48,526$4.1M0.75%
46INTUITIVE SURGICALISRG14,680$3.9M0.72%
47CHEVRON CORPORATIONCVX21,185$3.8M0.70%
48US TREASURY91282cbg53,461,000$3.4M0.64%
49ABBVIE INCABBV20,844$3.4M0.62%
50CONOCOPHILLIPSCOP27,314$3.2M0.60%
51EOG RESOURCES INCEOG24,538$3.2M0.59%
52BROADCOM LIMITEDAVGO5,582$3.1M0.58%
53DUKE ENERGY CORPDUKB27,744$2.9M0.53%
54UNITED RENTALS INCURI7,918$2.8M0.52%
55SCHLUMBERGER LTDSLB50,206$2.7M0.50%
56ALBEMARLE CORPALB-PA12,336$2.7M0.50%
57RAYTHEON TECHNOLOGIESRTX25,789$2.6M0.48%
58HOME DEPOTHD8,155$2.6M0.48%
59PALO ALTO NETWORKS INCPANW17,859$2.5M0.46%
60NEXTERA ENERGY INCNEE-PW29,718$2.5M0.46%
61ESTEE LAUDER COMPANIES51843910410,005$2.5M0.46%
62HERC HLDGS INCHRI18,614$2.4M0.45%
63CISCO SYSTEMS INCCSCO50,899$2.4M0.45%
64STRYKER CORPSYK9,913$2.4M0.45%
65US TREASURY912828we62,435,000$2.4M0.44%
66FIRST SOLAR INCFSLR15,976$2.4M0.44%
67WALGREENS BOOTS93142710863,587$2.4M0.44%
68JPMORGAN CHASE & COVYLD17,539$2.4M0.44%
69DOLLAR GENERAL2566771059,442$2.3M0.43%
70QUANTA SERVICES INCPWR16,298$2.3M0.43%
71AMERICAN TOWERAMT10,819$2.3M0.42%
72CITIGROUP GLOBAL MARKETSC-PR2,300,000$2.3M0.42%
73XYLEM INCXYL20,540$2.3M0.42%
74KLA TENCOR CORPKLAC5,906$2.2M0.41%
75GOLDMAN SACHSGSCE6,415$2.2M0.41%
76NORFOLK SOUTHERN CORP6558441088,639$2.1M0.39%
77META PLATFORMS INCMETA17,570$2.1M0.39%
78SIEMENS AG (ADR)82619750129,742$2.0M0.38%
79MASTERCARDMA5,763$2.0M0.37%
80EXXON MOBIL CORPXOM18,077$2.0M0.37%
81ABBOTT LABORATORIESABLZF18,124$2.0M0.37%
82WALT DISNEY CO25468710622,697$2.0M0.37%
83EQT CORP COMEQT56,776$1.9M0.36%
84TEXAS ROADHOUSE INC COMTXRH20,872$1.9M0.35%
85SOLAREDGE TECHNOLOGIESSEDG6,404$1.8M0.34%
86CIVITAS RESOURCES INC17888h10330,780$1.8M0.33%
87TESLA MOTORS INCTSLA14,424$1.8M0.33%
88KINDER MORGAN INCEP-PC94,638$1.7M0.32%
89WILLIAMS COMPANIES INC96945710051,891$1.7M0.32%
90GLOBAL SHIP LEASEGSL-PB99,895$1.7M0.31%
91BLOOM ENERGY CORPBE85,969$1.6M0.30%
92DEVON ENERGY CORP25179m10326,365$1.6M0.30%
93THERMO FISHER SCIENTIFICTMO2,916$1.6M0.30%
94JOHNSON & JOHNSONJNJ8,939$1.6M0.29%
95ENPHASE ENERGYENPH5,941$1.6M0.29%
96LAM RESEARCH CORPLRCX3,722$1.6M0.29%
97US TREASURY91282cbu41,552,000$1.5M0.28%
98NETFLIX INCNFLX5,162$1.5M0.28%
99US TREASURY91282cak71,530,000$1.5M0.27%
100BIOMARIN PHARMACEUTICALBMRN12,711$1.3M0.24%
101SAREPTA THERAPEUTICSSRPT10,144$1.3M0.24%
102BILL COM HLDGS INCBILL11,893$1.3M0.24%
103SYNOPSYS INCSNPS3,956$1.3M0.23%
104DATADOG INCDDOG16,658$1.2M0.23%
105TALOS PRODUCTION INC87485lac81,165,000$1.2M0.22%
106MOLINA HEALTHCAREMOH3,658$1.2M0.22%
107VNGRD INTERMED CA TAX EX922021308106,482$1.2M0.22%
108SHOPIFY INCSHOP33,778$1.2M0.22%
109MERCADOLIBRE INCMELI1,384$1.2M0.22%
110CALLON PETROLEUM CO144577aj21,150,000$1.1M0.21%
111NVIDIA CORPNVDA7,655$1.1M0.21%
112MONGODB, INC.MDB5,658$1.1M0.21%
113SVB FINANCIAL GROUP78486Q1014,827$1.1M0.21%
114LAREDO PETROLEUM516806af31,110,000$1.1M0.20%
115SERVICENOW INCNOW2,771$1.1M0.20%
116US TREASURY912796zd41,119,000$1.1M0.20%
117AMERESCO INCAMRC18,716$1.1M0.20%
118PBF LOGISTICS LP69318uab11,055,000$1.1M0.20%
119BICYCLE THERAPEUTICSBCYC34,950$1.0M0.19%
120PAYCOM SOFTWARE INCPAYC3,316$1.0M0.19%
121AECOM COMACM12,112$1.0M0.19%
122HEALTH CARE SELECT ETF81369y2097,463$1.0M0.19%
123IQVIA HLDGS INCIQV4,929$1.0M0.19%
124TILRAY INCTLRY1,045,000$1.0M0.19%
125EZCORP INCEZPW1,125,000$995,8110.18%
126SUNRUN INCRUN41,382$993,9960.18%
127SCORPIO TANKERS INCSTNG17,762$955,0630.18%
128GS GQG INTL OPPORTUNITIES38147n29357,339$952,4040.18%
129CARRIER GLOBALCARR23,044$950,5650.18%
130DEXCOM INCDXCM8,381$949,0640.18%
131NEW FORTRESS ENERGYNFE22,339$947,6240.18%
132VANGUARD DEVELOPED ETF92194385822,566$947,0950.18%
133WINGSTOP INCWING6,771$931,8250.17%
134OMEROS CORPOMER1,000,000$924,9010.17%
135DELEK LOG PART/FINANCE24665fab8945,000$921,3750.17%
136CROWDSTRIKE HLDGSCRWD8,703$916,3390.17%
137VERTEX PHARMACEUTCLS INC92532f1003,173$916,2990.17%
138LYNAS RARE EARTHS LTD ADR551073307173,005$910,0060.17%
139T-MOBILE US INCTMUSZ6,492$908,8800.17%
140TALOS ENERGY INCTALO46,899$885,4530.16%
141WESTERN ASSET MORTGAGE C95790dad71,000,000$860,9130.16%
142ALPHABET INC CGOOG9,667$857,7710.16%
143MFA FINACIAL INC55272xaa0935,000$843,4110.16%
144PARTEK PHARMACEUTICALS699374ab0935,000$817,9340.15%
145DISH DBS CORP25470xay11,005,000$811,5370.15%
146BOWLERO CORP10258p10260,070$809,7440.15%
147GLOBALFOUNDRIES INCGFS14,817$798,4880.15%
148INTERCEPT PHARMASINTR795,000$777,6710.14%
149INDUSTRIAL SELECT SPDR81369y7047,828$768,7880.14%
150CARPENTER TECHNOLOGY CORPCRS20,789$767,9460.14%
151US TREASURY912796v48750,000$740,2200.14%
152MARRIOTT INTERNATIONAL5719032024,961$738,6430.14%
153APPLIED OPTOELECTRONICSAAOI1,024,000$735,8580.14%
154COCA COLA COMPANYKO11,303$718,9840.13%
155HRDG LVNR INTL EQUITY41229510730,671$718,3200.13%
156PRS MIDCAP DIV ARISTO74347b6809,950$711,9220.13%
157FREYR BATTERYl4135l10080,228$696,3790.13%
158HAWAIIAN AIRLINES 13-1A419838aa5789,993$677,4190.13%
159US BANCORPUSB-PS15,015$654,8040.12%
160MOMO INC60879bab3663,000$632,1860.12%
161TRANSDIGM INCTDG600,000$584,2500.11%
162INSEEGO CORPINSG955,000$582,1410.11%
163SHOCKWAVE MED INC82489t1042,822$580,2310.11%
164INVACARE CORP461203aj0675,000$565,0120.10%
165INTEL CORPINTC21,347$564,2010.10%
166ICAHN ENTERPRISES/FIN451102bt3560,000$537,6000.10%
167ISHARES S&P 500 VALUE ETF4642874083,578$519,0600.10%
168SPDR UTILITIES ETF81369y8867,308$515,2140.10%
169ENERGY SELECT SPDR81369y5065,830$509,9500.09%
170CONSUMER STAPLES SPDR81369y3086,804$507,2380.09%
171US TREAUSRY91282cdr9516,000$496,0860.09%
172CLEVELAND-CLIFFS INCCLF510,000$483,8620.09%
173AMC ENTERTAINMENT HLDGSAMC1,180,000$477,9000.09%
174GREENLIGHT CAPITAL REGLRE490,000$476,3280.09%
175FINANCIAL SELECT SPDR81369y60513,458$460,2640.09%
176METROPOLITAN WEST TR59290550950,326$454,9470.08%
177ISHARES S&P 500 GROWTH4642873097,579$443,3710.08%
178AEMETIS INCAMTX110,750$438,5700.08%
179DOUBLELINE T RETURN CL I25862010349,774$436,5160.08%
180INVESCO QQQ TRUST ETFIVZ1,608$428,1780.08%
181TECHNOLOGY SPDR ETF81369y8033,398$422,8660.08%
182VANGUARD GROWTH ETF9229087361,960$417,6960.08%
183TEVA PHARMACEUTICALS NE88167aan1410,000$407,4370.08%
184HOPE BANCORP INCHOPE410,000$399,8770.07%
185PIMCO INCOME FUND CL I72201F49036,467$377,4310.07%
186AMERICAN AIRLINES 2015-1023770ab6350,850$347,3410.06%
187BANK OF AMERICA CORP06050510410,311$341,5000.06%
188LAS VEGAS SANDS CORPLVS360,000$340,2680.06%
189CONSTELLATION EN GEN LLC30161mas2350,000$334,8620.06%
190CIGNA CORPORATION125523100973$322,3940.06%
191SIGNET UK FINANCE82671aaa1310,000$300,7000.06%
192ARES CAPITAL CORPARCC310,000$300,4180.06%
193BRITISH TELECOM PLC111021am3300,000$297,3090.06%
194DIREXION DAILY S&P OIL & GAS25460g5002,000$290,9400.05%
195NETFLIX INCNFLX290,000$290,3620.05%
196VNGRD EMERGING MKTS9220428587,417$289,1150.05%
197FIRST HORIZON NATL CORPFHN-PH285,000$283,1040.05%
198ALIBABA GROUP HLDGBBAAY280,000$276,7910.05%
199GUGG MACRO OPPS40168w58211,628$274,9970.05%
200EATON VANCE HIGH INCOMEETN66,795$265,1770.05%
201APTIV PLC / APTIV CORPAPTV280,000$264,2210.05%
202BERKSHIRE HATHAWAY BBRK-A855$264,1090.05%
203AMER AIRLN 13-1 A PASS T023772ab2303,358$263,0060.05%
204RETAIL OPPORTUNITY INV76132faa5265,000$262,0160.05%
205US TREASURY91282cdh1275,000$256,6950.05%
206GENERAL MOTORSGM250,000$248,7620.05%
207MARVELL TECHNOLOGYMRVL250,000$248,4370.05%
208ISHARES US OIL & GAS EXP PROD4642888512,675$248,4000.05%
209MOSAIC COMOS250,000$247,9150.05%
210MYLAN INC628530bd8250,000$247,4320.05%
211GOLDMAN SACHS GROUP INCGSCE250,000$247,3920.05%
212ZIMMER BIOMET HOLDINGSZBH255,000$246,2280.05%
213GOLDMAN SACHS GROUP INCGSCE250,000$244,7320.05%
214ROYAL BANK OF CANADARYLBF250,000$244,3050.05%
215HOST HOTELS & RESORT LPHST250,000$243,3220.05%
216BANK OF AMERICA CORPBAC-PS250,000$243,3020.05%
217JEFFERIES GRP LLC47233jjx7250,000$242,7170.04%
218PVH CORPPVH250,000$241,4020.04%
219ARROW ELECTRS INC042735bg4250,000$240,2220.04%
220AMERICAN TOWER CORPAMT250,000$238,4400.04%
221EQUINIX INCEQIX250,000$238,0720.04%
222US TREASURY91282cda6239,000$231,0560.04%
223ALPS CLEAN ENERGY ETF00162q4605,071$230,6800.04%
224ISHARES RUSSELL 20004642876551,317$229,6320.04%
225US TREASURY91282ccd1220,000$216,0120.04%
226SPDR GOLD SHARES ETFGLD1,269$215,2730.04%
227LOWES COMPANIES5486611071,078$214,7810.04%
228INVESCO SOLAR ETFIVZ2,934$214,0060.04%
229ENERGY TRANSFERET-PI210,000$209,4850.04%
230SPDR S&P MIDCAP 400 ETFMDY467$206,7830.04%
231ISH RUSSELL 2000 GRWTH464287648960$205,9390.04%
232VERISIGN INCVRSN205,000$204,4650.04%
233KIMBERLY-CLARK CORPKMB1,500$203,6250.04%
234US TREASURY9128284x5205,000$202,3730.04%
235JPMORGAN CHASE & COVYLD205,000$200,6680.04%
236DISCOVER BANK25466aaq4200,000$189,1780.04%
237FIDELITY CONTRAFUND31607110913,065$157,9590.03%
238CYPRESS DEV CORP23274920010,000$6,4210.00%
239GLOBAL TECHNOLOGIESGTLL310,000$310.00%
240LABOR SMART INC50541a10828,571$30.00%
241TALOS PRODTN INC CONTRA DO NOT874pmtab6345,000$00.00%