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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 Q3 2023 · Filed August 7, 2023 · Accession 0001104659-23-088372

Total Value
$513.5M
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CorporationNVDA61,549$26.0M5.07%
2Quanta Services, Inc.74762E10270,292$13.8M2.69%
3ConocoPhillipsCOP127,173$13.2M2.57%
4EOG Resources, Inc.EOG94,411$10.8M2.10%
5Phillips 66PSX92,656$8.8M1.72%
6Novo Nordisk A/S Sponsored ADR Class BNONOF52,652$8.5M1.66%
7Super Micro Computer, Inc.SMCI33,962$8.5M1.65%
8Exxon Mobil CorporationXOM75,067$8.1M1.57%
9Valero Energy CorporationVLO65,509$7.7M1.50%
10Builders FirstSource, Inc.BLDR50,181$6.8M1.33%
11Costco Wholesale Corporation22160K10512,407$6.7M1.30%
12Sociedad Quimica y Minera de Chile S.A. Sponsored ADR Pfd Series B83363510582,997$6.0M1.17%
13Conagra Brands, Inc.CAG177,728$6.0M1.17%
14Eli Lilly and CompanyLLY12,727$6.0M1.16%
15AAON, Inc.AAON61,709$5.9M1.14%
16ON Semiconductor CorporationON61,835$5.8M1.14%
17Toll Brothers, Inc.TOL73,054$5.8M1.12%
18Lamb Weston Holdings, Inc.LW47,948$5.5M1.07%
19Lululemon Athletica IncLULU14,508$5.5M1.07%
20Darden Restaurants, Inc.DRI32,089$5.4M1.04%
21Allegro MicroSystems, Inc.ALGM113,302$5.1M1.00%
22Copart, Inc.CPRT55,016$5.0M0.98%
23First Solar, Inc.FSLR26,318$5.0M0.97%
24Huntington Ingalls Industries, Inc.44641310621,140$4.8M0.94%
25First Trust NASDAQ-100 Technology Sector Index Fund33734510232,689$4.8M0.94%
26Hubbell IncorporatedHUBB14,434$4.8M0.93%
27Ferrari NVRACE14,241$4.6M0.90%
28Eaton Corp. PlcETN22,814$4.6M0.89%
29Amgen Inc.AMGN20,453$4.5M0.88%
30Coca-Cola FEMSA SAB de CV Sponsored ADR Class LCOCSF54,460$4.5M0.88%
31Arista Networks, Inc.ANET27,186$4.4M0.86%
32Lattice Semiconductor CorporationLSCC45,186$4.3M0.85%
33Universal CorpUVV86,018$4.3M0.84%
34WillScot Mobile Mini Holdings Corp. Class AWSC88,686$4.2M0.83%
35VeriSign, Inc.VRSN18,741$4.2M0.82%
36First Trust Industrials/Producer Durables AlphaDEX Fund33734X15070,400$4.2M0.82%
37Marathon Petroleum CorporationMARA35,452$4.1M0.81%
38Steel Dynamics, Inc.STLD37,285$4.1M0.79%
39Apple Inc.AAPL20,725$4.0M0.78%
40Ulta Beauty Inc.ULTA8,511$4.0M0.78%
41Enphase Energy, Inc.ENPH23,681$4.0M0.77%
42AbbVie, Inc.ABBV29,327$4.0M0.77%
43Inter Parfums, Inc.INTR29,058$3.9M0.77%
44First Trust Consumer Discretionary AlphaDEX Fund33734X10170,608$3.9M0.76%
45Nexstar Media Group, Inc.NXST23,113$3.8M0.75%
46Vistra Corp.VST145,370$3.8M0.74%
47Bruker CorporationBRKRP51,158$3.8M0.74%
48BP p.l.c. Sponsored ADRBPPFF106,421$3.8M0.73%
49Rio Tinto plc Sponsored ADRRTNTF58,158$3.7M0.72%
50Ingredion IncorporatedINGR34,736$3.7M0.72%
51Kimberly-Clark CorporationKMB26,412$3.6M0.71%
52Essential Utilities, Inc.29670G10290,978$3.6M0.71%
53First Trust Consumer Staples AlphaDEX Fund33734X11957,600$3.6M0.70%
54First Trust Health Care AlphaDEX Fund33734X14333,254$3.6M0.70%
55CubeSmartCUBE80,289$3.6M0.70%
56Fortinet, Inc.FTNT47,227$3.6M0.70%
57First Trust NYSE Arca Biotechnology Index Fund33733E20322,901$3.5M0.68%
58Insperity, Inc.NSP29,260$3.5M0.68%
59Axon Enterprise IncAXON17,635$3.4M0.67%
60Genuine Parts CompanyGPC19,950$3.4M0.66%
61Axcelis Technologies, Inc.ACLS18,374$3.4M0.66%
62Lockheed Martin CorporationLMT7,311$3.4M0.66%
63TotalEnergies SE Sponsored ADRTTE58,226$3.4M0.65%
64Procter & Gamble Company74271810921,999$3.3M0.65%
65Vista Energy SAB de CV Sponsored ADR Class AVSOGF137,701$3.3M0.65%
66Booz Allen Hamilton Holding Corporation Class ABAH28,381$3.2M0.62%
67Targa Resources Corp.TRGP39,376$3.0M0.58%
68General Dynamics CorporationGD13,881$3.0M0.58%
69Colgate-Palmolive CompanyCL37,853$2.9M0.57%
70PBF Energy, Inc. Class APBF69,310$2.8M0.55%
71Leidos Holdings, Inc.LDOS31,528$2.8M0.54%
72PepsiCo, Inc.PEP14,903$2.8M0.54%
73e.l.f. Beauty, Inc.ELF23,769$2.7M0.53%
74CRA International, Inc.12618T10525,790$2.6M0.51%
75Chevron CorporationCVX16,683$2.6M0.51%
76BHP Group Ltd Sponsored American Depositary Receipt Repr 2 ShsBHPLF43,316$2.6M0.50%
77Marathon Oil CorporationMARA107,768$2.5M0.48%
78HF Sinclair CorporationDINO54,513$2.4M0.47%
79Fidelity MSCI Information Technology Index ETF31609280818,600$2.4M0.47%
80BWX Technologies, Inc.BWXT31,335$2.2M0.44%
81WEC Energy Group IncWEC25,114$2.2M0.43%
82Frontline PlcFRO146,304$2.1M0.41%
83Microsoft CorporationMSFT6,231$2.1M0.41%
84Tenaris S.A. Sponsored ADR88031M10968,631$2.1M0.40%
85Volkswagen AG Unsponsored ADR928662600115,992$1.9M0.38%
86Atkore IncATKR11,754$1.8M0.36%
87Ardmore Shipping Corp.ASC147,304$1.8M0.35%
88Allison Transmission Holdings, Inc.ALSN31,804$1.8M0.35%
89Shoals Technologies Group, Inc. Class ASHLS68,635$1.8M0.34%
90CONSOL Energy Inc20854L10825,020$1.7M0.33%
91Catalyst Pharmaceuticals, Inc.CPRX125,444$1.7M0.33%
92Lantheus Holdings IncLNTH19,832$1.7M0.32%
93Alliance Resource Partners, L.P.ARLP87,587$1.6M0.32%
94Cal-Maine Foods, Inc.CALM34,237$1.5M0.30%
95Tecnoglass Inc.TGLS29,175$1.5M0.29%
96Alamos Gold Inc.AGI122,971$1.5M0.29%
97Target Hospitality Corp.TH108,658$1.5M0.28%
98Dorian LPG Ltd.LPG54,711$1.4M0.27%
99KLA CorporationKLAC2,854$1.4M0.27%
100DHT Holdings, Inc.DHT147,909$1.3M0.25%
101NAPCO Security Technologies, Inc.63040210536,285$1.3M0.24%
102inTEST CorporationINTT47,609$1.3M0.24%
103Broadcom Inc.AVGO1,417$1.2M0.24%
104UFP Technologies, Inc.UFPT6,315$1.2M0.24%
105Copa Holdings, S.A. Class ACPA10,840$1.2M0.23%
106Calix, Inc.CALX23,920$1.2M0.23%
107SPDR S&P 500 ETF TrustSPY2,675$1.2M0.23%
108iShares U.S. Technology ETF46428772110,543$1.1M0.22%
109Vipshop Holdings Ltd Sponsored ADRVIPS69,110$1.1M0.22%
110CECO Environmental Corp.CECO85,029$1.1M0.22%
111SPDR Gold SharesGLD6,339$1.1M0.22%
112Merck & Co., Inc.MRK9,736$1.1M0.22%
113Enel Chile SA Sponsored ADRENIC334,495$1.1M0.22%
114Extreme Networks, Inc.EXTR41,882$1.1M0.21%
115Sitio Royalties Corp. Class A82983N10840,282$1.1M0.21%
116Rambus Inc.RMBS16,226$1.0M0.20%
117Home Depot, Inc.HD3,336$1.0M0.20%
118McDonald's CorporationMCD3,400$1.0M0.20%
119Canadian Solar Inc.CSIQ25,484$985,9760.19%
120Keysight Technologies IncKEYS5,850$979,5830.19%
121Perion Network LtdPERI31,620$969,7850.19%
122Hudson Technologies, Inc.HDSN100,338$965,2520.19%
123iShares MSCI Japan ETF46434G82215,566$963,5350.19%
124iShares U.S. Industrials ETF4642877548,888$942,4840.18%
125Bel Fuse Inc. Class BBELFB16,061$922,0620.18%
126Vanguard FTSE Europe ETF92204287414,917$920,3790.18%
127Genmab A/S Sponsored ADRGNMSF24,115$916,6110.18%
128Amazon.com, Inc.AMZN7,000$912,5200.18%
129Titan Machinery Inc.KMCM30,324$894,5580.17%
130Black Stone Minerals LPBSMLP55,754$889,2760.17%
131LPL Financial Holdings Inc.50212V1004,022$874,5030.17%
132Shell Plc Sponsored ADRRYDAF14,140$853,7730.17%
133Materials Select Sector SPDR Fund81369Y10010,226$847,4290.17%
134iShares U.S. Energy ETF46428779619,781$847,4180.17%
135TechnipFMC plcFTI50,796$844,2300.16%
136Livent CorporationLIVG30,504$836,7250.16%
137Dick's Sporting Goods, Inc.2533931026,256$826,9810.16%
138Scorpio Tankers Inc.STNG17,421$822,7940.16%
139Consumer Staples Select Sector SPDR Fund81369Y30810,687$792,6550.15%
140Kroger Co.KR16,847$791,8090.15%
141Panasonic Holdings Corporation Sponsored ADR69832A20564,783$785,9470.15%
142Cross Country Healthcare, Inc.22748310427,958$785,0610.15%
143Arhaus, Inc. Class AARHS72,981$761,1920.15%
144MINISO Group Holding Ltd. Sponsored ADRMSOGF44,515$756,3100.15%
145YPF SA Sponsored ADR Class DYPF50,513$752,1390.15%
146Archer-Daniels-Midland CompanyADM9,816$741,6970.14%
147SPX Technologies, Inc.SPXC8,689$738,3040.14%
148Novanta IncNOVTU3,805$700,5010.14%
149Sabine Royalty Trust78568810210,444$688,6770.13%
150UnitedHealth Group IncorporatedUNH1,393$669,4960.13%
151Teekay Tankers Ltd. Class ATNK17,429$666,3110.13%
152WNS (Holdings) Limited Sponsored ADR92932M1018,859$653,0850.13%
153GasLog Partners LPGLOP-PA75,552$651,2580.13%
154CSX CorporationCSX19,000$647,9000.13%
155MSCI Inc. Class AMSCI1,317$618,0550.12%
156Union Pacific CorporationUNP3,020$617,9520.12%
157VOC Energy TrustVOC74,381$589,0980.11%
158Global Partners LPGLP-PB19,166$588,9710.11%
159Honeywell International Inc.4385161062,828$586,8100.11%
160Mueller Industries, Inc.6247561026,683$583,2920.11%
161Lamar Advertising Company Class ALAMR5,816$577,2380.11%
162Meta Platforms Inc. Class AMETA2,000$573,9600.11%
163Digi International Inc.25379810214,488$570,6820.11%
164Nordic American Tankers LimitedNAT154,642$567,5360.11%
165RPC, Inc.RES77,116$551,3790.11%
166Extra Space Storage Inc.EXR3,679$547,6190.11%
167Yum! Brands, Inc.YUM3,913$542,1870.11%
168VICI Properties Inc92565210916,649$523,2780.10%
1691/100 Berkshire Hathaway Inc. Class ABRK-A100$517,8100.10%
170International Business Machines CorporationINTR3,805$509,1470.10%
171Coca-Cola CompanyKO8,410$506,4500.10%
172Repligen CorporationRGEN3,562$503,8810.10%
173ONEOK, Inc.OKE8,112$500,6730.10%
174Federal Signal CorporationFSS7,762$497,0010.10%
175Bank of America Corp06050510417,200$493,4680.10%
176Modine Manufacturing Company60782810014,715$485,8890.09%
177LSI Industries Inc.50216C10838,257$480,5080.09%
178Tsakos Energy Navigation LimitedTEN-PF26,913$479,5900.09%
179Old Republic International Corporation68022310418,838$474,1460.09%
180Cheniere Energy, Inc.LNG3,081$469,4210.09%
181International Seaways, Inc.INSW11,962$457,4270.09%
182United Parcel Service, Inc. Class BUPS2,455$440,0590.09%
183NOW Inc.DNOW42,037$435,5030.08%
184Paycom Software, Inc.PAYC1,348$433,0320.08%
185Huron Consulting Group Inc.HURN5,047$428,5410.08%
186Coterra Energy Inc.CTRA16,770$424,2810.08%
187Automatic Data Processing, Inc.ADP1,911$420,0190.08%
188Getty Realty Corp.37429710912,418$419,9770.08%
189American Express CompanyAXP2,400$418,0800.08%
190Boise Cascade Co.BCC4,586$414,3450.08%
191MGP Ingredients, Inc.MGPI3,893$413,7480.08%
192Wingstop, Inc.WING1,981$396,5170.08%
193Caterpillar Inc.CAT1,600$393,6800.08%
194Berry Global Group Inc08579W1036,054$389,5140.08%
195Evolution Petroleum Corporation30049A10747,932$386,8110.08%
196iShares 1-3 Year Treasury Bond ETF4642874574,698$380,9140.07%
197Sanmina CorporationSANM6,281$378,5560.07%
198Raymond James Financial, Inc.7547301093,641$377,8270.07%
199Avnet, Inc.AVT7,433$374,9950.07%
200Richardson Electronics, Ltd.76316510722,586$372,6690.07%
201Hershey CompanyHSY1,490$372,0550.07%
202iShares 7-10 Year Treasury Bond ETF4642874403,848$371,7170.07%
203Bowman Consulting Group, Ltd.BWMN11,582$369,2340.07%
204Amkor Technology, Inc.AMKR12,296$365,8060.07%
205Nordson CorporationNDSN1,453$360,6060.07%
206Applied Industrial Technologies, Inc.03820C1052,489$360,4820.07%
207Quest Diagnostics IncorporatedDGX2,539$356,8820.07%
208Golar LNG LimitedGLNG17,625$355,4960.07%
209Ford Motor Company34537086023,367$353,5430.07%
210Preformed Line Products Company7404441042,183$340,7660.07%
211Northrop Grumman Corp.NOC737$335,7700.07%
212Bunge LimitedBG3,533$333,3390.06%
213Harmonic Inc.HLIT20,495$331,4040.06%
214North European Oil Royalty Trust65931010625,508$331,0940.06%
215Pyxis Tankers, Inc.PXS85,370$322,6990.06%
216Amdocs LimitedDOX3,243$320,5710.06%
217Universal Logistics Holdings, Inc.ULH10,978$316,2760.06%
218Porsche Automobil Holding SE Unsponsored ADR73328P10651,204$308,1460.06%
219Permian Basin Royalty Trust71423610612,281$306,1650.06%
220Apollo Global Management Inc.03769M1063,977$305,4730.06%
221Monolithic Power Systems, Inc.609839105565$305,2300.06%
222NorthEast Community Bancorp Inc66412110020,161$299,9960.06%
223Berkshire Hathaway Inc. Class BBRK-A866$295,3060.06%
224Riley Exploration Permian IncREPX7,979$285,0100.06%
225Johnson & JohnsonJNJ1,700$281,3840.05%
226Cooper Companies, Inc.216648402727$278,7540.05%
227First Bancorp31867270622,768$278,2250.05%
228PACCAR IncPCAR3,310$276,8820.05%
229Vanguard Dividend Appreciation ETF9219088441,693$275,0340.05%
230Encore Wire CorporationECR1,452$269,9700.05%
231Walmart Inc.WMT1,672$262,8050.05%
232Agilysys, Inc.AGYS3,804$261,1070.05%
233Howmet Aerospace Inc.HWM5,104$252,9540.05%
234JPMorgan Chase & Co.VYLD1,700$247,2480.05%
235Texas Instruments Incorporated8825081041,369$246,5110.05%
236GMS, Inc.36251C1033,515$243,2380.05%
237Interactive Brokers Group, Inc. Class A45841N1072,917$242,3150.05%
238Arbor Realty Trust IncABR-PF16,331$242,0300.05%
239Grupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B4005011022,833$240,3520.05%
240Precision Drilling CorporationPDS4,624$225,4200.04%
241CPI Card Group, Inc.PMTS9,524$221,4330.04%
242American Water Works Company, Inc.0304201031,545$220,5490.04%
243Walt Disney Company2546871062,428$216,7720.04%
244Dillard's, Inc. Class A254067101662$215,9970.04%
245Marine Petroleum Trust56842310740,310$212,8370.04%
246Citigroup Inc.C-PR4,600$211,7840.04%
247Harmony Biosciences Holdings, Inc.HRMY5,992$210,8580.04%
248Vanguard S&P 500 ETF922908363506$206,0840.04%
249Yum China Holdings, Inc.YUMC3,645$205,9490.04%
250Nucor CorporationNUE1,250$204,9750.04%
251Nasdaq, Inc.NDAQ4,070$202,8930.04%
252Comstock Resources, Inc.LODE15,107$175,2410.03%
253Arcos Dorados Holdings, Inc. Class AARCO15,073$154,4980.03%
254Permian Resources Corporation Class APR10,553$115,6610.02%
255Genworth Financial, Inc. Class A37247D10622,851$114,2550.02%
256United Microelectronics Corp. Sponsored ADRUMC10,606$83,6810.02%
257Chico's FAS, Inc.16861510215,248$81,5770.02%
258Sinovac Biotech Ltd.SVA14,649$00.00%