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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

Trek Financial, LLC

Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001104659-23-059684

Total Value
$1.07B
Positions
249
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (249)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R6631,361,606$125.0M11.66%
2ISHARES TR46436E718492,202$49.5M4.62%
3ISHARES TR46432F842691,008$46.2M4.31%
4ISHARES TR464287432412,672$43.9M4.09%
5PIMCO ETF TR72201R833411,383$40.8M3.81%
6ISHARES TR464287804417,415$40.4M3.77%
7SELECT SECTOR SPDR TR81369Y803203,201$30.7M2.86%
8ISHARES TR46428720064,879$26.7M2.49%
9ISHARES TR46434V613568,262$26.2M2.45%
10ISHARES TR464287457311,909$25.6M2.39%
11ISHARES TR464287663292,559$21.6M2.01%
12VANGUARD INDEX FDS92290836357,385$21.6M2.01%
13APPLE INCAAPL116,820$19.3M1.80%
14SELECT SECTOR SPDR TR81369Y605463,091$14.9M1.39%
15INVESCO DB US DLR INDEX TRIVZ533,011$14.9M1.39%
16PROSHARES TR IIZSL3,145,184$14.6M1.36%
17INVESTMENT MANAGERS SER TR I46144X628332,378$13.3M1.24%
18SELECT SECTOR SPDR TR81369Y209102,024$13.2M1.23%
19ISHARES TR464287440128,666$12.8M1.19%
20SELECT SECTOR SPDR TR81369Y40784,035$12.6M1.17%
21SPDR GOLD TRGLD66,375$12.2M1.13%
22INVESCO QQQ TRIVZ37,223$11.9M1.11%
23ISHARES TR46432F33994,219$11.7M1.09%
24ISHARES TR464288588114,137$10.8M1.01%
25ISHARES TR46428865392,883$10.6M0.99%
26ETF SER SOLUTIONS26922A263379,915$10.5M0.98%
27VANGUARD INDEX FDS92290873641,656$10.4M0.97%
28ISHARES TR464288281112,219$9.7M0.90%
29ISHARES TR464288885102,436$9.6M0.90%
30INNOVATOR ETFS TRINHD328,199$9.0M0.84%
31ISHARES TR46435U853251,355$8.9M0.83%
32CONOCOPHILLIPSCOP90,006$8.9M0.83%
33CRESCENT PT ENERGY CORP22576C1011,191,177$8.4M0.78%
34ENTERPRISE PRODS PARTNERS L293792107324,103$8.4M0.78%
35ISHARES TR46429B267346,916$8.1M0.76%
36OCCIDENTAL PETE CORP674599105129,375$8.1M0.75%
37SELECT SECTOR SPDR TR81369Y852139,291$8.1M0.75%
38DICKS SPORTING GOODS INC25339310255,012$7.8M0.73%
39MICROSOFT CORPMSFT26,348$7.6M0.71%
40SELECT SECTOR SPDR TR81369Y70474,374$7.5M0.70%
41BERKSHIRE HATHAWAY INC DELBRK-A22,590$7.0M0.65%
42ISHARES INC46434G103138,921$6.8M0.63%
43SELECT SECTOR SPDR TR81369Y30888,144$6.6M0.61%
44AMAZON COM INCAMZN62,262$6.4M0.60%
45ISHARES TR464288877132,343$6.4M0.60%
46INNOVATOR ETFS TRINHD182,792$5.8M0.54%
47SANDRIDGE ENERGY INCSD388,612$5.6M0.52%
48SELECT SECTOR SPDR TR81369Y50667,111$5.6M0.52%
49SPDR S&P 500 ETF TRSPY13,481$5.5M0.51%
50LAMB WESTON HLDGS INCLW49,043$5.1M0.48%
51ISHARES TR46435G42555,738$5.0M0.47%
52ISHARES TR46428772152,643$4.9M0.46%
53VANGUARD SCOTTSDALE FDS92206C87056,380$4.5M0.42%
54ISHARES GOLD TRIAU116,490$4.4M0.41%
55IRIDIUM COMMUNICATIONS INCIRDM68,268$4.2M0.39%
56VANGUARD INDEX FDS92290876920,653$4.2M0.39%
57ALPHABET INCGOOG38,530$4.0M0.37%
58CHENIERE ENERGY INCLNG25,195$4.0M0.37%
59ACADEMY SPORTS & OUTDOORS INASO58,681$3.8M0.36%
60ISHARES TR46429B65573,544$3.7M0.35%
61STAG INDL INC85254J102107,613$3.6M0.34%
62VANGUARD SPECIALIZED FUNDS92190884423,586$3.6M0.34%
63GLOBAL X FDS37954Y673116,624$3.3M0.31%
64FAIR ISAAC CORPFICO4,662$3.3M0.31%
65TEUCRIUM COMMODITY TRWEAT287,545$3.3M0.31%
66ISHARES TR46429B69744,429$3.2M0.30%
67LILLY ELI & COLLY8,872$3.0M0.28%
68VANGUARD CHARLOTTE FDS92203J40761,816$3.0M0.28%
69SELECT SECTOR SPDR TR81369Y10037,309$3.0M0.28%
70PROSHARES TR II74347Y81341,321$3.0M0.28%
71TRANSMEDICS GROUP INCTMDX38,631$2.9M0.27%
72SELECT SECTOR SPDR TR81369Y88642,769$2.9M0.27%
73ALLEGRO MICROSYSTEMS INCALGM60,145$2.9M0.27%
74CIRRUS LOGIC INCCRUS26,141$2.9M0.27%
75E L F BEAUTY INCELF34,672$2.9M0.27%
76CLOROX CO DELCLX17,959$2.8M0.27%
77ENCORE WIRE CORPECR14,598$2.7M0.25%
78OLD DOMINION FREIGHT LINE INODFL7,704$2.6M0.24%
79REAVES UTIL INCOME FD75615810191,353$2.6M0.24%
80AFLAC INCAFL38,625$2.5M0.23%
81MERCK & CO INCMRK20,832$2.2M0.21%
82AUTOMATIC DATA PROCESSING INADP8,892$2.0M0.18%
83CISCO SYS INCCSCO36,601$1.9M0.18%
84SMUCKER J M CO83269640511,707$1.8M0.17%
85EXTRA SPACE STORAGE INCEXR11,036$1.8M0.17%
86EQT CORPEQT55,955$1.8M0.17%
87ISHARES TR46428717616,154$1.8M0.17%
88ISHARES TR46435G26832,156$1.8M0.16%
89INTERNATIONAL BUSINESS MACHSINTR13,183$1.7M0.16%
90INNOVATOR ETFS TRINHD61,048$1.7M0.16%
91ISHARES TR46428746522,965$1.6M0.15%
92INNOVATOR ETFS TRINHD55,176$1.6M0.15%
93GLOBALFOUNDRIES INCGFS22,160$1.6M0.15%
94PAYCHEX INCPAYX13,926$1.6M0.15%
95AGF INVTS TR00110G40877,225$1.6M0.15%
96SELECT SECTOR SPDR TR81369Y86038,083$1.4M0.13%
97NUSCALE PWR CORPNU155,744$1.4M0.13%
98VANGUARD TAX-MANAGED FDS92194385830,169$1.4M0.13%
99ISHARES TR46428722613,220$1.3M0.12%
100GLACIER BANCORP INC NEWGBCI31,116$1.3M0.12%
101SPDR INDEX SHS FDS78463X50937,399$1.3M0.12%
102ALPHABET INCGOOG11,940$1.2M0.12%
103LOCKHEED MARTIN CORPLMT2,593$1.2M0.11%
104SCHWAB STRATEGIC TR80852479716,462$1.2M0.11%
105JOHNSON & JOHNSONJNJ7,358$1.1M0.11%
106COSTCO WHSL CORP NEW22160K1052,269$1.1M0.11%
107PFIZER INCPFE27,429$1.1M0.10%
108SCHWAB STRATEGIC TR80852486222,453$1.1M0.10%
109INNOVATOR ETFS TRINHD37,665$1.1M0.10%
110MCDONALDS CORPMCD3,786$1.1M0.10%
111J P MORGAN EXCHANGE TRADED F46641Q32417,384$1.0M0.09%
112SIMPLIFY EXCHANGE TRADED FUN82889N65737,725$957,1360.09%
113ABBVIE INCABBV5,813$926,4180.09%
114TESLA INCTSLA4,449$922,9900.09%
115PUBLIC STORAGEPSA-PS2,984$901,5860.08%
116ISHARES TR46435G47435,284$891,6280.08%
117ISHARES TR4642876893,728$877,6080.08%
118VANGUARD SCOTTSDALE FDS92206C10214,970$876,3440.08%
119ISHARES TR4642876719,791$869,1470.08%
120VANGUARD BD INDEX FDS92193783511,431$843,9510.08%
121GILEAD SCIENCES INCGILD9,943$824,9710.08%
122PHILIP MORRIS INTL INC7181721098,449$821,6650.08%
123BOOKING HOLDINGS INCBKNG308$816,9420.08%
124WATERS CORP9418481032,545$788,0080.07%
125VERIZON COMMUNICATIONS INCVZ19,876$772,9970.07%
126INNOVATOR ETFS TRINHD23,432$745,1380.07%
127ISHARES TR46435U71319,583$730,8240.07%
128GENUINE PARTS COGPC4,208$704,0400.07%
129UNITED PARCEL SERVICE INCUPS3,604$699,1400.07%
130TJX COS INC NEW8725401098,916$698,6580.07%
131ISHARES U S ETF TR46431W50714,048$696,7810.06%
132RLI CORPRLI5,108$678,9040.06%
133BERKLEY W R CORPWRB-PH10,804$672,6570.06%
134ISHARES INC46434G82211,405$669,3590.06%
135KINSALE CAP GROUP INC49714P1082,229$669,0340.06%
136ERIE INDTY CO29530P1022,885$668,3390.06%
137INNOVATOR ETFS TRINHD19,731$655,2670.06%
138CNA FINL CORP12611710016,683$651,1370.06%
139MURPHY USA INCMUSA2,496$644,0930.06%
140KINDER MORGAN INC DELEP-PC36,570$640,3410.06%
141INVESCO EXCH TRD SLF IDX FDIVZ9,507$639,7670.06%
142FIRST TR EXCHNG TRADED FD VI33740U50518,952$638,0760.06%
143DEERE & CODE1,514$625,1000.06%
144PROCTER AND GAMBLE CO7427181094,191$623,1850.06%
145SHENANDOAH TELECOMMUNICATIONSHEN31,896$606,6620.06%
146VANGUARD WORLD FD9219107338,255$591,9660.06%
147INNOVATOR ETFS TRINHD19,073$586,9770.05%
148OMNICOM GROUP INCOMC6,167$581,7950.05%
149ENERGY TRANSFER L PET-PI46,449$579,2190.05%
150CHEVRON CORP NEWCVX3,547$578,7290.05%
151ISHARES TR46435G33417,825$575,0350.05%
152VANGUARD INTL EQUITY INDEX F92204285814,123$570,5570.05%
153INNOVATOR ETFS TRINHD19,552$563,4890.05%
154INVESCO EXCHANGE TRADED FD TIVZ16,795$557,5370.05%
155HOME DEPOT INCHD1,867$550,9890.05%
156WASTE MGMT INC DEL94106L1093,359$548,0880.05%
157GENERAL DYNAMICS CORPGD2,307$526,4800.05%
158ISHARES SILVER TRSLV23,658$523,3150.05%
159T-MOBILE US INCTMUSZ3,612$523,1620.05%
160INNOVATOR ETFS TRINHD17,721$520,9970.05%
161SCHNEIDER NATIONAL INCSNDR19,064$509,9620.05%
162MASTERCARD INCORPORATEDMA1,371$498,2350.05%
163DIREXION SHS ETF TR25460E86931,832$493,0780.05%
164FLOWERS FOODS INCFLO17,879$490,0630.05%
165ISHARES INC46428670712,831$485,0120.05%
166PEPSICO INCPEP2,591$472,3390.04%
167WISDOMTREE TRWT9,382$471,6330.04%
168JPMORGAN CHASE & COVYLD3,608$470,1720.04%
169TAIWAN SEMICONDUCTOR MFG LTD8740391005,042$469,0070.04%
170ALTRIA GROUP INCMO10,456$466,5470.04%
171UNITEDHEALTH GROUP INCUNH973$459,8300.04%
172MADISON SQUARE GRDN SPRT COR55825T1032,358$459,4560.04%
173AIR PRODS & CHEMS INCAIIR1,589$456,3770.04%
174FOX CORPFOX13,285$452,3540.04%
175COCA COLA COKO7,287$452,0130.04%
176INNOVATOR ETFS TRINHD13,957$448,9970.04%
177FIRST TR EXCHANGE-TRADED FD33733E1046,070$442,7460.04%
178VANGUARD STAR FDS9219097687,911$436,7660.04%
179VANGUARD WORLD FDS92204A8762,913$429,7260.04%
180HERSHEY COHSY1,663$423,0840.04%
181DISNEY WALT CO2546871064,184$418,9440.04%
182MAGELLAN MIDSTREAM PRTNRS LP5590801067,716$418,6900.04%
183VISA INCV1,785$402,4460.04%
184SPIRIT RLTY CAP INC NEW84860W30010,097$402,2640.04%
185NVIDIA CORPORATIONNVDA1,434$398,3220.04%
186BROADCOM INCAVGO606$388,7730.04%
187SCHWAB STRATEGIC TR8085243005,870$382,5480.04%
188INNOVATOR ETFS TRINHD13,085$382,4750.04%
189ADVANCED MICRO DEVICES INCAMD3,866$378,9070.04%
190RAYTHEON TECHNOLOGIES CORPRTX3,672$359,5990.03%
191EXXON MOBIL CORPXOM3,277$359,3560.03%
192ISHARES INC46428650910,381$354,8230.03%
193META PLATFORMS INCMETA1,655$350,7610.03%
194AMGEN INCAMGN1,450$350,5380.03%
195VANGUARD WORLD FD9219107093,846$348,2170.03%
196BARCLAYS BANK PLCVXZ9,469$338,2140.03%
197RIOT PLATFORMS INCRIOT32,186$321,5380.03%
198WALMART INCWMT2,171$320,1830.03%
199IQVIA HLDGS INCIQV1,582$314,6440.03%
200ISHARES INC46428680610,850$308,7910.03%
201MPLX LPMPLXP8,838$304,4690.03%
202WESTERN MIDSTREAM PARTNERS LWES11,453$302,0160.03%
203PROSHARES TR74347R13115,902$291,9610.03%
204PROSHARES TR74348A4673,077$280,7450.03%
205INNOVATOR ETFS TRINHD8,825$279,2230.03%
206KLA CORPKLAC681$271,8350.03%
207INNOVATOR ETFS TRINHD7,521$270,1710.03%
208PROSHARES TR74348A21011,228$269,1350.03%
209CAMPING WORLD HLDGS INCCWH12,886$268,9310.03%
210ARES CAPITAL CORPARCC14,679$268,2590.03%
211BANK AMERICA CORP0605051049,237$264,1780.02%
212ACCENTURE PLC IRELANDACN919$262,6590.02%
213ISHARES TR4642886465,107$258,1080.02%
214FIRST TR EXCHNG TRADED FD VI33740F6237,325$255,4600.02%
215AMERISOURCEBERGEN CORPCOR1,572$251,6930.02%
216ISHARES TR46434V1005,178$251,0290.02%
217ISHARES TR4642876551,404$250,4740.02%
218SPDR SER TR78464A51610,770$249,0020.02%
219ANALOG DEVICES INCADI1,215$239,6220.02%
220VANGUARD INDEX FDS9229087441,731$239,0680.02%
221FIDELITY NATL INFORMATION SV31620M1064,323$234,8690.02%
222COMCAST CORP NEWCCZ6,156$233,3740.02%
223TEXAS INSTRS INC8825081041,251$232,6990.02%
224IDACORP INCIDA2,129$230,6350.02%
225PIMCO ETF TR72201R8822,328$222,9760.02%
226KRANESHARES TR5007675616,512$221,7990.02%
227WP CAREY INC92936U1092,858$221,3520.02%
228ELEVANCE HEALTH INCELV479$220,2490.02%
229LOWES COS INC5486611071,076$215,1680.02%
230CENTENE CORP DELCNC3,391$214,3450.02%
231INNOVATOR ETFS TRINHD6,809$214,1430.02%
232BOEING COBA-PA1,003$213,0670.02%
233ORACLE CORPORCL-PD2,293$213,0560.02%
234VANGUARD WHITEHALL FDS9219464062,000$211,0000.02%
235INTEL CORPINTC6,381$208,4670.02%
236VANGUARD BD INDEX FDS9219378272,719$207,9770.02%
237BLACKROCK DEBT STRATEGIES FDBLK20,833$198,1220.02%
238PROSHARES TRSPOT16,196$197,2670.02%
239PETROLEO BRASILEIRO SA PETRO71654V40815,611$162,8230.02%
240GABELLI UTIL TR36240A10119,109$136,6290.01%
241FORD MTR CO DEL34537086010,224$128,8220.01%
242HAWAIIAN HOLDINGS INCHE11,704$107,2090.01%
243OXFORD LANE CAP CORPOXLCZ19,275$100,8080.01%
244KOSMOS ENERGY LTDKOS10,097$75,1220.01%
245VAPOTHERM INC922107107102,264$67,3000.01%
246SOUTHWESTERN ENERGY CO84546710912,929$64,6450.01%
247EMX RTY CORP26873J10720,000$39,8000.00%
248BENSON HILL INC08249010318,440$21,2060.00%
249CBAK ENERGY TECHNOLOGY INCCBAT14,964$13,1680.00%