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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

NAVELLIER & ASSOCIATES INC

Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001104659-23-059551

Total Value
$475.3M
Positions
270
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1Nvidia Corp.NVDA61,293$17.0M3.58%
2ConocoPhillipsCOP127,288$12.6M2.66%
3Quanta Services Inc.74762E10265,823$11.0M2.31%
4Eog Resources Inc.EOG92,787$10.6M2.24%
5Phillips 66PSX92,780$9.4M1.98%
6Valero Energy Corp.VLO65,853$9.2M1.93%
7Exxon Mobil Corp.XOM74,691$8.2M1.72%
8Conagra Foods Inc.CAG181,150$6.8M1.43%
9Sociedad Quimica Y Minera De C83363510582,395$6.7M1.41%
10Costco Wholesale Corp.22160K10512,509$6.2M1.31%
11Devon Energy Corp.25179M103113,542$5.7M1.21%
12Marathon Oil Corp.MARA230,127$5.5M1.16%
13Aaon Inc.AAON56,387$5.5M1.15%
14Lululemon AthleticaLULU14,655$5.3M1.12%
15On Semiconductor Corp.ON60,899$5.0M1.05%
16Amgen Inc.AMGN20,429$4.9M1.04%
17Enphase Energy, Inc.ENPH23,147$4.9M1.02%
18Novo Nordisk A/SNONOF30,357$4.8M1.02%
19Ulta Beauty Inc.ULTA8,724$4.8M1.00%
20First SolarFSLR21,852$4.8M1.00%
21AbbVie Inc.ABBV29,602$4.7M0.99%
22Arista Networks, Inc.ANET27,838$4.7M0.98%
23Universal Corp.UVV87,063$4.6M0.97%
24Kinder Morgan Inc.EP-PC259,724$4.5M0.96%
25Eli Lilly & Co.LLY13,031$4.5M0.94%
26Builders FirstsourceBLDR49,787$4.4M0.93%
27Huntington Ingalls Industries44641310621,340$4.4M0.93%
28FirstTrust NASDAQ Tech.33734510233,355$4.4M0.92%
29WillScot Mobile Mini HoldingsWSC90,958$4.3M0.90%
30Ashland Global Holdings, Inc.ASH40,763$4.2M0.88%
31First Trust Technology AlphaDe33734X17639,470$4.2M0.87%
32Lamb Weston Holdings Inc.LW39,566$4.1M0.87%
33Rio Tinto PlcRTNTF58,624$4.0M0.85%
34Essential Utilities, Inc.29670G10291,800$4.0M0.84%
35Nexstar Broadcasting Group IncNXST23,153$4.0M0.84%
36First Trust Indust./Prod.Dura33734X15071,827$4.0M0.84%
37Allegro Microsystems IncALGM82,890$4.0M0.84%
38Exlservice Holdings, Inc.EXLS24,465$4.0M0.83%
39Marathon Petroleum Corp.MARA28,990$3.9M0.82%
40Bp PlcBPPFF102,780$3.9M0.82%
41Fmc Corp.FMC31,517$3.8M0.81%
42First Trust Consumer Disc. Alp33734X10173,458$3.8M0.80%
43Steel Dynamics Inc.STLD33,542$3.8M0.80%
44Agilent Technologies Inc.A27,336$3.8M0.80%
45First Trust Materials AlphaDex33734X16857,459$3.8M0.79%
46Imperial Oil Ltd.IMO73,584$3.7M0.79%
47Coterra Energy Inc.CTRA151,023$3.7M0.78%
48CubeSmartCUBE79,620$3.7M0.77%
49Vistra Corp.VST146,641$3.5M0.74%
50Lockheed Martin Corp.LMT7,392$3.5M0.74%
51Genuine Parts Co.GPC20,325$3.4M0.72%
52First Trust Financials AlphaDe33734X13589,849$3.4M0.71%
53Apple Computer Inc.AAPL20,227$3.3M0.70%
54TotalEnergies SE Sponsored ADRTTE55,691$3.3M0.69%
55Procter & Gamble Co.74271810921,983$3.3M0.69%
56General Dynamics Corp.GD14,017$3.2M0.67%
57Targa ResourcesTRGP43,609$3.2M0.67%
58Fortinet Inc.FTNT47,792$3.2M0.67%
59Kimberly-Clark Corp.KMB22,798$3.1M0.64%
60Coca-Cola Femsa S.A. De C.V.COCSF37,806$3.0M0.64%
61Pbf Energy, Inc Class APBF67,941$2.9M0.62%
62Leidos Holdings Inc.LDOS31,570$2.9M0.61%
63Cenovus Energy Inc.CVE164,910$2.9M0.61%
64Colgate-Palmolive Co.CL38,259$2.9M0.60%
65Cra Intl12618T10525,847$2.8M0.59%
66Suncor Energy Inc.SU89,665$2.8M0.59%
67BHP Billiton Ltd.BHPLF43,711$2.8M0.58%
68Chevron Corp.CVX16,706$2.7M0.57%
69Occidental Petroleum Corp.67459910543,005$2.7M0.56%
70Pepsico Inc.PEP14,703$2.7M0.56%
71Hf Sinclair CorporationDINO54,614$2.6M0.56%
72Booz Allen Hamilton Holding CoBAH28,500$2.6M0.56%
73Vista Oil & Gas SAB ADRVSOGF130,602$2.6M0.54%
74Canadian Natural Resources Ltd13638510146,603$2.6M0.54%
75WEC Energy Group Inc.WEC25,370$2.4M0.51%
76Axcelis TechnologiesACLS17,929$2.4M0.50%
77Antero Resources Corp.AR103,171$2.4M0.50%
78Frontline LTD.FRO142,831$2.4M0.50%
79Cal-Maine Foods Inc.CALM37,898$2.3M0.49%
80Petroleo Brasileiro S/A71654V408213,673$2.2M0.47%
81Fidelity MSCI Information Tech31609280818,600$2.1M0.45%
82Ardmore Shipping CorpASC140,288$2.1M0.44%
83Catalyst Pharmaceuticals, Inc.CPRX124,726$2.1M0.44%
84Equinor ASA Sponsored ADRSTOHF70,187$2.0M0.42%
85Super Micro Computer, Inc.SMCI18,608$2.0M0.42%
86Westlake Chemical Corp.WLK16,413$1.9M0.40%
87Volkswagen Ag.928662600110,136$1.9M0.40%
88BWX Technologies, Inc.BWXT29,410$1.9M0.39%
89Tenaris S.A. ADS88031M10964,015$1.8M0.38%
90Alliance Resource Partners L.PARLP84,096$1.7M0.36%
91Microsoft Corp.MSFT5,846$1.7M0.35%
92Lantheus Holdings IncLNTH19,288$1.6M0.34%
93DHT Holdings, Inc.DHT144,831$1.6M0.33%
94Atkore Int GroupATKR10,583$1.5M0.31%
95Consol Energy Inc New20854L10824,885$1.5M0.31%
96Calix, Inc.CALX25,840$1.4M0.29%
97Napco Security Systems Inc.63040210534,106$1.3M0.27%
98Perion Network Ltd.PERI31,735$1.3M0.26%
99Clearfield Inc.CLFD26,945$1.3M0.26%
100Ceco Environmental Corp.CECO83,591$1.2M0.25%
101Standard & Poor's Depositary RSPY2,675$1.1M0.23%
102Kla-Tencor Corp.KLAC2,699$1.1M0.23%
103Technoglass Inc.TGLS25,615$1.1M0.23%
104Commercial Metals Co.CMC21,680$1.1M0.22%
105Ishares Dow Jones U.S. Technol46428772111,094$1.0M0.22%
106Dorian Lpg. LtdLPG50,863$1.0M0.21%
107Merck & Co.MRK9,354$995,1720.21%
108Vipshop Holdings Ltd.VIPS64,992$986,5790.21%
109Canadian Solar Inc.CSIQ24,755$985,4970.21%
110Ishares MSCI Japan ETF46434G82216,388$961,8120.20%
111Vanguard MSCI Europe92204287415,705$957,2200.20%
112Scorpio Tankers, IncSTNG16,975$955,8620.20%
113Home Depot Inc.HD3,231$953,5330.20%
114Enerplus Corp.29276610265,847$948,8550.20%
115Ishares Trust Dow Jones U.S. I4642877549,449$946,4120.20%
116Materials Select Sector Spdr F81369Y10011,627$937,8340.20%
117Shoals Technology Group, Inc.SHLS41,033$935,1420.20%
118Keysight Technologies IncKEYS5,702$920,7590.19%
119Hudson Technologies Inc.HDSN105,159$918,0380.19%
120Caterpillar Inc.CAT4,000$915,3600.19%
121Broadcom Inc.AVGO1,420$910,9870.19%
122Titan Machinery Inc.KMCM29,835$908,4760.19%
123Sitio Royalties Corp. Class A82983N10839,965$903,2090.19%
124Ishares U.S. Energy Sector Ind46428779620,620$902,1250.19%
125Mcdonald's Corp.MCD3,200$894,7520.19%
126Ishares Msci Pacific Ex-Japan46428666520,360$891,5640.19%
127iShares iBond Dec 2029 Term Co46436E20538,828$888,3850.19%
128Union Pacific Corp.UNP4,408$887,1540.19%
129Magnolia Oil and Gas CorpMGY39,587$866,1640.18%
130Genmab A SGNMSF22,624$854,2820.18%
131Financial Select Sector Spdr F81369Y60526,185$841,8480.18%
132Ufp Technologies Inc.UFPT6,416$833,0530.18%
133WNS Holdings Ltd. (ADS)92932M1018,778$817,8460.17%
134Valaris Ltd.VAL-WT12,273$798,4810.17%
135Shell Plc Sponsored AdrRYDAF13,826$795,5480.17%
136Black Stone Minerals LPBSMLP50,644$794,6040.17%
137Dick's Sporting Goods Inc.2533931025,539$785,9290.17%
138Sabine Royalty Trust78568810210,592$760,6120.16%
139Lpl Financial Holdings Inc50212V1003,674$743,6180.16%
140Teekay Tankers LtdTNK17,015$730,4540.15%
141Archer-Daniels-Midland Co.ADM9,091$724,1890.15%
142Amazon.Com Inc.AMZN0$723,0300.15%
143Kroger Co.KR14,042$693,2540.15%
144Technipfmc PlcFTI49,828$680,1520.14%
145Unitedhealth Group Inc.UNH1,388$655,9550.14%
146Matador Resources CompanyMTDR13,559$646,0860.14%
147VOC Energy TrustVOC77,492$640,8590.13%
148Murphy Usa IncMUSA2,478$639,4480.13%
149Livent CorporationLIVG29,353$637,5470.13%
150MSCI Inc.MSCI1,103$617,3380.13%
151Rpc Inc.RES79,850$614,0470.13%
152Cross Country Healthcare Inc.22748310427,013$602,9300.13%
153E.L.F. Beauty, Inc.ELF7,292$600,4960.13%
154Nordic American Tanker ShippinNAT150,828$597,2790.13%
155Copart Inc.CPRT7,901$594,2340.13%
156Extra Space Storage Inc.EXR3,584$583,9410.12%
157Lamar Advertising Co. Class ALAMR5,839$583,2580.12%
158Gaslog Partners LPGLOP-PA69,001$580,9880.12%
159Arhaus, Inc. Class AARHS70,068$580,8640.12%
160Bel Fuse Inc.BELFB15,406$578,9570.12%
161Rambus Inc.RMBS11,197$573,9580.12%
162Novanta IncNOVTU3,586$570,4970.12%
163Global Partners LPGLP-PB18,093$561,2450.12%
164Panasonic Corp.69832A20563,156$560,8250.12%
165Repligen Corp.RGEN3,248$546,8330.12%
166Sfl Corporation LtdSFL57,545$546,6780.12%
167Intest Corp.INTT26,314$545,7520.11%
168Honeywell International Inc.4385161062,843$543,3540.11%
169VICI Properties Inc.92565210916,312$532,0970.11%
170Ypf S.A.YPF48,280$530,1140.11%
171Richardson Electronics Ltd.76316510723,580$526,3060.11%
172Coca-Cola Co.KO8,447$523,9670.11%
173Lsi Industries Inc.50216C10837,367$520,5220.11%
174Oneok Inc.OKE8,141$517,2790.11%
175Yum! Brands Inc.YUM3,896$514,5840.11%
176Pampa Energia SA69766020715,429$508,8480.11%
177Tsakos Energy Navigation Ltd.TEN-PF26,151$508,1140.11%
178Duke Energy Corp.DUKB5,166$498,3640.10%
179International Seaways, Inc.INSW11,661$486,0300.10%
180United Parcel Service Inc.UPS2,466$478,3790.10%
181W&T Offshore Inc.WTI93,786$476,4330.10%
182Mueller Industries Inc.6247561026,482$476,2970.10%
183Cheniere Energy Inc.LNG3,020$475,9520.10%
184Digi International Inc.25379810214,080$474,2140.10%
185Old Republic International Cor68022310418,921$472,4570.10%
186Bank Of America Corp.06050510416,300$466,1800.10%
187Now, Inc.DNOW41,207$459,4580.10%
188Ugi Corp.90268110513,147$456,9900.10%
189Getty Realty Corp.37429710912,502$450,4470.09%
190Bunge Ltd.BG4,705$449,4220.09%
191Andersons Inc.ANDE10,857$448,6110.09%
192Prophase Labs IncPRPH58,566$446,2730.09%
193Titan International Inc.KMCM41,725$437,2780.09%
194Meta Platforms Inc. Class AMETA2,000$423,8800.09%
195Veritiv Corp9234541023,126$422,4480.09%
196Pyxix Tankers,Inc.PXS81,154$398,4660.08%
197Mgp Ingredients Inc.MGPI4,089$395,4880.08%
198Darden Restaurants Inc.DRI2,548$395,3480.08%
199Kosmos Energy Ltd.KOS52,931$393,8070.08%
200Ramaco Res Inc.METCZ44,511$392,1420.08%
201Hershey Foods Corp.HSY1,484$377,5440.08%
202Sanmina-SCI Corp.SANM6,017$366,9770.08%
203SPDR Gold SharesGLD2,000$366,9770.08%
204Northwest Pipe Co.NWPX11,461$357,9270.08%
205Cleveland Cliffs IncCLF19,505$357,5270.08%
206Golar Lng Ltd.GLNG16,356$353,2900.07%
207Paycom Software Inc.PAYC1,155$351,1320.07%
208Southwestern Energy Co.84546710969,878$349,3900.07%
209American Express Co.AXP2,100$346,3950.07%
210Universal Logistics Hldgs IncULH11,673$340,2680.07%
211Northrop Grumman Corp.NOC734$338,9020.07%
212Agilysys Inc.AGYS4,044$333,6700.07%
213Consolidated Water Co. Inc.CWCO19,909$327,1050.07%
214Avnet Inc.AVT7,235$327,0220.07%
215Chindata Grp Holdings Ltd16955F10746,555$325,4190.07%
216Bowman Consulting GroupBWMN11,331$325,3130.07%
217Cactus inc.WHD7,767$320,2330.07%
218Permian Basin Royalty Trust71423610613,017$317,6150.07%
219North European Oil Rlty Trust65931010624,090$302,0890.06%
220Quest Diagnostics Inc.DGX2,127$300,9280.06%
221Nucor Corp.NUE1,941$299,8260.06%
222Berry Plastics Group, Inc.08579W1035,081$299,2710.06%
223Applied Industrial Technologie03820C1052,094$297,6200.06%
224Evolution Petroleum Corp30049A10746,948$296,2420.06%
225Amkor Technology Inc.AMKR11,350$295,3270.06%
226Raymond James Financial Inc.7547301093,051$284,5670.06%
227Monolithic Power Systems, Inc.609839105565$282,8050.06%
228Modine Manufacturing Co.60782810012,221$281,6940.06%
229Northeast Community Bancorp in66412110021,439$281,2800.06%
230Rcm Technologies Inc.RCMT24,242$280,2380.06%
231Porsche Automobil Holding SE U73328P10648,007$276,0400.06%
232Marine Petroleum Trust56842310736,661$274,9580.06%
233Encore Wire Corp.ECR1,477$273,7320.06%
234Nordson Corp.NDSN1,220$271,1570.06%
235Obsidian Energy LtdOBE41,629$266,4260.06%
236Sensus Health Care Inc.SRTS50,948$265,4390.06%
237Vanguard Dividend Appreciation9219088441,693$260,7390.05%
238Texas Instruments Inc.8825081041,361$253,1600.05%
239Mosaic CompanyMOS5,474$251,1470.05%
240Epsilon Energy Ltd.EPSN46,942$250,6700.05%
241First Bancorp31867270621,454$245,0050.05%
242Boise Cascade Co DelBCC3,844$243,1330.05%
243Golden Ocean Group LtdNVGLF25,444$242,2270.05%
244Grupo Aeroportuario del Centro4005011022,641$236,3960.05%
245Lattice Semiconductor Corp.LSCC2,451$234,0710.05%
246Johnson & JohnsonJNJ1,500$232,5000.05%
247Wal-Mart Stores Inc.WMT1,572$231,7910.05%
248Yum China Holdings, Inc.YUMC3,637$230,5490.05%
249Precision Drilling Corp.PDS4,453$228,9730.05%
250Cooper Cos.216648402612$228,4960.05%
251Csx Corp.CSX7,500$224,5500.05%
252Nasdaq Stock Market Inc.NDAQ4,055$221,6870.05%
253Apollo Global Management Inc.03769M1063,340$210,9540.04%
254Dillard's Inc.254067101675$207,6840.04%
255Paccar Inc.PCAR2,790$204,2280.04%
256Harmony Biosciences Holdings,HRMY6,241$203,7690.04%
257Walt Disney Co.2546871062,028$203,0640.04%
258Alpha Metallurgical Resources,0207641061,297$202,3320.04%
259Arbor Realty Trust Inc.ABR-PF16,301$187,2980.04%
260Starwood Property Trust Inc.STHO10,142$179,4120.04%
261Schwab Cap Tr Divid Eq Selec80850965711,110$147,6520.03%
262Comstock Resources Inc.LODE12,730$137,3570.03%
263Genworth Financial Inc.37247D10625,702$129,0240.03%
264Permian Resources CorporationPR11,869$124,6250.03%
265Arcos Dorados Holdings, Inc. CARCO15,283$117,8320.02%
266Mercer International Inc.58805610110,296$100,5920.02%
267Chico's Fas Inc.16861510217,124$94,1820.02%
268Vaalco Energy Inc.EGY10,644$48,2170.01%
269Uranium Energy Corp.UEC15,113$43,5250.01%
270Sinovac Biotech Ltd.SVA15,056$00.00%