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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 Q4 2023 · Filed November 13, 2023 · Accession 0001104659-23-117189

Total Value
$696.1M
Positions
294
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (294)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL129,645$22.2M3.19%
2ELI LILLY & COMPANYLLY35,385$19.0M2.73%
3MICROSOFT CORPORATIONMSFT52,186$16.5M2.37%
4ALPHABET INC AGOOG112,917$14.8M2.12%
5AMAZON.COM INCAMZN110,774$14.1M2.02%
6META PLATFORMS INCMETA43,829$13.2M1.89%
7SPDR S&P 500 ETFSPY30,237$12.9M1.86%
8EXXON MOBIL CORPXOM108,665$12.8M1.84%
9DJ INDUSTRIAL ETFDIA36,420$12.2M1.75%
10SPDR BLACKSTONE ETF78467V608257,835$10.8M1.55%
11NVIDIA CORPNVDA23,405$10.2M1.46%
12CONOCOPHILLIPSCOP84,212$10.1M1.45%
13US TREASURY912828wj510,000,000$9.8M1.41%
14JPMORGAN CHASE FINANCIALVYLD10,000,000$9.8M1.41%
15BROADCOM LIMITEDAVGO11,735$9.7M1.40%
16ADOBE INC COMADBE16,798$8.6M1.23%
17ABBVIE INCABBV55,226$8.2M1.18%
18NOVO NORDISK (ADR)NONOF89,826$8.2M1.17%
19INTUIT INCINTU15,786$8.1M1.16%
20SERVICENOW INCNOW14,396$8.0M1.16%
21UNITEDHEALTH GROUPUNH15,863$8.0M1.15%
22SCHLUMBERGER LTDSLB133,578$7.8M1.12%
23US TREASURY91282cap67,617,000$7.6M1.09%
24DIAMONDBACK ENERGYFANG49,022$7.6M1.09%
25SALESFORCE.COM INCCRM37,304$7.6M1.09%
26EATON CORP PLCETN35,070$7.5M1.07%
27PARKER HANNIFIN CORPPH19,174$7.5M1.07%
28QUANTA SERVICES INCPWR38,098$7.1M1.02%
29US TREASURY912797hc47,100,000$7.1M1.02%
30IBM CORPINTR50,100$7.0M1.01%
31APPLIED MATERIALS03822210549,974$6.9M0.99%
32US TREASURY912797fv46,973,000$6.9M0.99%
33ALERIAN MLP ETF00162q452161,546$6.8M0.98%
34JOHNSON & JOHNSONJNJ41,310$6.4M0.92%
35EQUITY LIFESTYLE PPTIESELS96,700$6.2M0.89%
36COSTCO WHOLESALECOST10,233$5.8M0.83%
37VANGUARD TOTAL STOCK ETF92290876927,175$5.8M0.83%
38MCKESSON CORPORATIONMCK12,637$5.5M0.79%
39AMGEN INCAMGN20,146$5.4M0.78%
40ROCKWELL AUTOMATION INCROK18,565$5.3M0.76%
41TEREX CORPORATIONTEX91,464$5.3M0.76%
42WAL-MART STORES INCWMT32,898$5.3M0.76%
43US TREASURY912828we65,203,000$5.2M0.75%
44TESLA MOTORS INCTSLA20,587$5.2M0.74%
45GENERAL ELECTRIC CO36960430146,203$5.1M0.73%
46EMERSON ELECTRIC COEMR52,399$5.1M0.73%
47CHESAPEAKE ENERGY CORPEXE58,317$5.0M0.72%
48PIONEER NATL RES72378710721,707$5.0M0.72%
49NATIONAL FUEL GAS COMPANYNFG95,808$5.0M0.71%
50CHENIERE ENERGY INCLNG29,784$4.9M0.71%
51US TREASURY912828g385,000,000$4.8M0.69%
52BECTON DICKINSON & COBDX18,251$4.7M0.68%
53MCDONALDS CORPMCD17,625$4.6M0.67%
54PALO ALTO NETWORKS INCPANW19,463$4.6M0.66%
55AVANTIS US EQUITY ETF02507288551,896$3.8M0.55%
56DIGITAL REALTY TRUST INC25386810329,993$3.6M0.52%
57US TREASURY912828b663,633,000$3.6M0.52%
58CATERPILLAR INCCAT12,430$3.4M0.49%
59US TREASURY912797fj13,151,000$3.1M0.45%
60PROCTER & GAMBLE74271810921,399$3.1M0.45%
61JPMORGAN CHASE & COVYLD21,070$3.1M0.44%
62INTUITIVE SURGICALISRG9,999$2.9M0.42%
63DIMENSIONAL US HIGH PROFIT ETF25434v831107,209$2.8M0.40%
64ORACLE CORPORCL-PD25,264$2.7M0.38%
65CISCO SYSTEMS INCCSCO49,533$2.7M0.38%
66FEDEX CORPORATIONFDX9,952$2.6M0.38%
67OCCIDENTAL PETROLEUM67459910540,532$2.6M0.38%
68CONSTELLATION ENERGYCEG24,058$2.6M0.38%
69CHORD ENERGY CORPCHRD15,243$2.5M0.35%
70MASTERCARDMA6,215$2.5M0.35%
71ARISTA NETWORKSANET13,247$2.4M0.35%
72LINDE PLCLIN6,498$2.4M0.35%
73AAR CORPAIR40,577$2.4M0.35%
74CARRIER GLOBALCARR43,692$2.4M0.35%
75HOME DEPOTHD7,863$2.4M0.34%
76CIVITAS RESOURCES INC17888h10329,140$2.4M0.34%
77AIR PRODUCTS & CHEMICALSAIIR8,293$2.4M0.34%
78KLA TENCOR CORPKLAC5,064$2.3M0.33%
79CITIGROUP GLOBAL MARKETSC-PR2,300,000$2.3M0.33%
80NETFLIX INCNFLX6,069$2.3M0.33%
81IRON MOUNTAIN INCIRM38,537$2.3M0.33%
82AMERICAN EXPRESSAXP15,348$2.3M0.33%
83EQT CORP COMEQT56,354$2.3M0.33%
84EQUINIX INC (REIT)EQIX3,114$2.3M0.32%
85STRYKER CORPSYK8,124$2.2M0.32%
86DEERE & COMPANYDE5,835$2.2M0.32%
87GOLDMAN SACHSGSCE6,781$2.2M0.32%
88PROLOGIS INCPLDGP19,513$2.2M0.31%
89JB HUNT TRANSPORT SVCS44565810711,516$2.2M0.31%
90ADVANCED MICRO DEVICESAMD21,052$2.2M0.31%
91NEXSTAR MEDIA GROUPNXST15,061$2.2M0.31%
92SUPER MICRO COMPUTER INCSMCI7,859$2.2M0.31%
93ALBEMARLE CORPALB-PA12,554$2.1M0.31%
94BWX TECHNOLOGIES COBWXT27,585$2.1M0.30%
95US TREASURY91282cfn61,964,000$1.9M0.28%
961ST TR DEVELOPED MKT EX-US ETF33737J17437,647$1.9M0.27%
97CROWDSTRIKE HLDGSCRWD10,862$1.8M0.26%
98CARETRUST REITCTRE86,126$1.8M0.25%
99MARVELL TECHNOLOGY INCMRVL32,509$1.8M0.25%
100ABBOTT LABORATORIESABLZF18,070$1.8M0.25%
101MERCADOLIBRE INCMELI1,380$1.7M0.25%
102ZOETIS INCZTS9,975$1.7M0.25%
103SAREPTA THERAPEUTICSSRPT14,294$1.7M0.25%
104MERCK & CO INCMRK16,753$1.7M0.25%
105CONCENTRIX CORPCNXC21,174$1.7M0.24%
106AMERICAN ELECTRIC POWER02553710122,422$1.7M0.24%
107WELLTOWER INCWELL20,477$1.7M0.24%
108REXFORD INDL REALTYREXR-PC33,452$1.7M0.24%
109JPMORGAN US QUALITY FACTOR ETF46641q76137,716$1.6M0.23%
110US TREASURY912796zd41,646,000$1.6M0.23%
111DTE ENERGY HOLDING CODTK16,401$1.6M0.23%
112AMERICOLD REALTY TRUSTCOLD53,343$1.6M0.23%
113EXELON CORPEXC42,729$1.6M0.23%
114ASML HOLDING NV (ADR)ASMLF2,741$1.6M0.23%
115SEMPRASREA23,672$1.6M0.23%
116FIRST TRUST TECH ALPHA ETF33734x17614,385$1.6M0.23%
117ENOVIX CORPENVX127,281$1.6M0.23%
118CHART INDUSTRIES16115q3089,405$1.6M0.23%
119NUVEEN ESG LARGE CAP GROWTH ETNU26,498$1.6M0.23%
120MARSH & MCLENNAN COS5717481028,293$1.6M0.23%
121US TREASURY91282ceg21,596,000$1.6M0.23%
122XTRACKERS RUSSELL US MULTI ETF23305148134,925$1.5M0.22%
123VERTEX PHARMACEUTCLS INC92532f1004,278$1.5M0.21%
124ZSCALER INCZS9,409$1.5M0.21%
125SPDR MSCI EAFE STRATEGIC FACTO78463x43420,903$1.4M0.20%
126TALOS PRODUCTION INC87485lac81,335,000$1.4M0.20%
127BLOOM ENERGY CORPBE102,720$1.4M0.20%
128BILL COM HLDGS INCBILL12,418$1.3M0.19%
129ISHARES MSCI INTERNATIONAL Q E46434v45639,529$1.3M0.19%
130VITAL ENERGY INC516806ag11,290,000$1.3M0.19%
131SYNOPSYS INCSNPS2,802$1.3M0.18%
132US TREASURY912797fw21,287,000$1.3M0.18%
133ALPHABET INC CGOOG9,607$1.3M0.18%
134VISA INCV5,457$1.3M0.18%
135FLUENCE ENERGY INCFLNC54,539$1.3M0.18%
136VANGUARD DEVELOPED ETF92194385828,584$1.2M0.18%
137WISDOMTREE US MIDCAP ETFWT24,231$1.2M0.18%
138CARPENTER TECHNOLOGY CORPCRS18,223$1.2M0.18%
139SNOWFLAKE INCSNOW7,890$1.2M0.17%
140US TREASURY912828x701,202,000$1.2M0.17%
141FLEXSHARES DEF QUAL DIV ETFFLEX21,764$1.2M0.17%
142THERMO FISHER SCIENTIFICTMO2,274$1.2M0.17%
143CREDIT ACCEPTANCCACC1,195,000$1.1M0.17%
144UBER TECHNOLOGIES INCUBER24,843$1.1M0.16%
145HAWAIIAN AIRLINES 13-1A419838aa51,261,295$1.1M0.16%
146DELEK LOG PART/FINANCE24665fab81,150,000$1.1M0.16%
147ATLASSIAN CORPTEAM5,559$1.1M0.16%
148THE TRADE DESK CL A88339j10514,257$1.1M0.16%
149GULFPORT ENERGY CORPGPOR9,376$1.1M0.16%
150MONGODB, INC.MDB3,158$1.1M0.16%
151TRANE TECHNOLOGIES PLCTT5,274$1.1M0.15%
152TITAN INTERNATIONAL INCTWI1,140,000$1.1M0.15%
153HECLA MINING COHL-PB1,090,000$1.1M0.15%
154VNGRD INTERMED CA TAX EX92202130896,618$1.0M0.15%
155ALLEGHENY TECH INCATI25,326$1.0M0.15%
156GS GQG INTL OPPORTUNITIES38147n29357,339$1.0M0.15%
157CONFLUENT INC - CLASS A20717m10334,266$1.0M0.15%
158DATADOG INCDDOG11,096$1.0M0.15%
159EXACT SCIENCES CORP30063P10514,739$1.0M0.14%
160MONDAY.COM LTDMNDY6,285$1.0M0.14%
161CARNIVAL CORPCUKPF1,120,000$991,2000.14%
162OMEROS CORPOMER1,000,000$988,7250.14%
163INVESCO FTSE RAFI DEVELOPEDIVZ33,014$975,2340.14%
164ROYAL CARIBBEAN CRUISESRCL950,000$947,6250.14%
165FIRST RISING DIVIDEND ACHIEVER33738r50619,846$911,9240.13%
166TILRAY INCTLRY915,000$909,2810.13%
167WESTERN ASSET MORTGAGE C95790dad7923,000$890,1380.13%
168ICAHN ENTERPRISES/FIN451102bt3935,000$868,3810.12%
169AMC ENTERTAINMENT HLDGSAMC1,265,000$860,2000.12%
170SPIRIT AEROSYSTEMS INC85205tak61,095,000$851,3620.12%
171INVESCO QQQ TRUST ETFIVZ2,374$850,5330.12%
172DIMENSIONAL EMERGING CORE ETF25434v30237,536$847,1880.12%
173TIAA FSB HOLDINGS INC29977gaa0908,000$844,0000.12%
174SITEONE LNDSCP SUPPLYSITE5,129$838,3350.12%
175ISHARES EDGE MSCI US QUALITY F46432f3396,249$823,5560.12%
176CITRIX SYSTEMS INC177376ae01,108,000$820,0120.12%
177ULTA BEAUTY INCULTA1,938$774,1340.11%
178JPMORGAN CHASE FINANCIALVYLD750,000$739,4330.11%
179GOLDMAN SACHS GROUPGSCE750,000$738,0700.11%
180BELO CORP080555ae5717,000$713,4150.10%
181HRDG LVNR INTL EQUITY41229510729,619$711,7430.10%
182FIRST TRUST SENIOR LOAN ETF33738D30915,341$701,6970.10%
183DIMENSIONAL US SMALL CAP25434v50013,366$701,5810.10%
184US TREASURY912828v80698,000$690,6930.10%
185IIP OPERATION PARTNER44988fad2762,000$677,2270.10%
186PRS MIDCAP DIV ARISTO74347b6809,950$664,0630.10%
187COCA COLA COMPANYKO11,215$627,8160.09%
188GLOBAL X U.S. PREFERRED ETF37954y65732,360$608,6920.09%
189COMERICA BANK200339dx4649,000$606,0650.09%
190PACER US CASH COWS 100 ETF69374h88112,148$600,4760.09%
191MFA FINACIAL INC55272xaa0595,000$583,5900.08%
192PETROLEOS MEXICANOS71654qcg5660,000$579,9750.08%
193BERKSHIRE HATHAWAY BBRK-A1,615$565,7340.08%
194SPDR S&P MIDCAP 400 ETFMDY1,227$560,2970.08%
195CDK GLOBAL INC12508eaf8756,000$551,8800.08%
196VANGUARD GROWTH ETF9229087362,008$546,7980.08%
197SPDR PORTFOLIO S&P 1500 COMP78464a80510,171$533,8760.08%
198JPMORGAN US VALUE FACTOR ETF46641q75315,220$527,2210.08%
199ISHARES BROAD US HIGH YIELD ET46435u85315,180$526,8980.08%
200SPDR BLACKSTONE HIGH INCOME78470P84618,953$522,4390.08%
201US BANCORPUSB-PS15,800$522,3480.08%
202US TREASURY91282cfa4530,000$519,1520.07%
203JPM PREMIUM EQUITY FUND46641q3329,533$510,5870.07%
204BANK OF MONTREALWTIU500,000$495,8150.07%
205TECHNOLOGY SPDR ETF81369y8032,994$490,8310.07%
206GOLDMAN SACHS GROUPGSCE500,000$490,2580.07%
207BELO CORP080555af2495,000$482,0060.07%
208ISHARES IBONDS DEC 2023 ETF46434vax818,701$474,2570.07%
209CADENCE DESIGN SYSTEMSCDNS2,000$468,6000.07%
210CHEMOURS COCC500,000$460,0000.07%
211US TREASURY9128282y5475,000$459,7850.07%
212US TREASURY91282cdr9461,000$455,7420.07%
213VANGUARD EMERGING MARKETS92204285811,399$446,9550.06%
214ISHARES IBONDS DEC 2024 ETF46434vbg417,948$443,8540.06%
215ISHARES RUSSELL 20004642876552,511$443,7940.06%
216INTEL CORPINTC12,184$433,1410.06%
217FLEXSHARES HIGH YIELD VALUEFLEX10,642$423,1260.06%
218INSEEGO CORPINSG955,000$401,1000.06%
219US TREASURY912797fl6401,000$397,8680.06%
220TORONTO-DOMINION BANKTDBCP400,000$396,6470.06%
221FLY LEASING LTD34407dac3425,000$388,8750.06%
222US TREASURY91282cdv0377,000$371,4040.05%
223MAPLEBEAR INC (INSTACART)CART12,500$371,1250.05%
224JPM DIVERSIFIED RET EM EQUITY46641q3086,942$349,6690.05%
225LAS VEGAS SANDS CORPLVS360,000$348,3370.05%
226EATON VANCE HIGH INCOMEETN86,383$345,5320.05%
227BROADCOM INCAVGO350,000$341,6160.05%
228ISH TECH SOFTWARE ETF4642875151,000$341,2600.05%
229US TREASURY9128286r6340,000$333,6780.05%
230CONSTELLATION EN GEN LLC30161mas2350,000$333,3920.05%
231AVANTIS INTERNATIONAL EQUITY E0250727035,850$325,5520.05%
232APTIV PLC / APTIV CORPAPTV335,000$318,4380.05%
233BANK OF AMERICA CORP06050510411,382$311,6390.04%
234SIGNET UK FINANCE82671aaa1310,000$303,8000.04%
235FIRST TRUST NASDAQ 100 TECH3373451022,046$297,2220.04%
236UBS Group AGUBS300,000$295,6230.04%
237SPDR INDUSTRIAL SELECT81369y7042,908$294,8130.04%
238US TREASURY91282cbm2300,000$294,1890.04%
239WISDOMTREE U.S. QUALITY DIVIDEWT4,628$293,8320.04%
240VERISIGN INCVRSN295,000$291,3120.04%
241DELTA AIR LINES 2019-1ADAL297,000$290,4660.04%
242NETFLIX INCNFLX290,000$289,4490.04%
243CHEVRON CORPORATIONCVX1,671$281,7640.04%
244SPDR CONSUMER DISCRETION81369y4071,748$281,3930.04%
245BRITISH TELECOM PLC111021am3275,000$274,2620.04%
246WALT DISNEY CO2546871063,380$273,9490.04%
247ARES CAPITAL CORPARCC275,000$270,6000.04%
248UNITED AIRLINES 2012-2 A210795qb9277,221$269,9270.04%
249HEXCEL CORPHXL275,000$267,5230.04%
250US TREASURY9128285z9270,000$267,3840.04%
251SPDR GOLD SHARES ETFGLD1,542$264,3760.04%
252RETAIL OPPORTUNITY INV76132faa5265,000$264,3080.04%
253ENERGY SELECT SPDR81369y5062,876$259,9620.04%
254AMER AIRLN 13-1 A PASS T023772ab2271,412$257,1580.04%
255FIDELITY CONTRAFUND31607110917,257$257,1350.04%
256CDW LLCCDW260,000$256,7500.04%
257ISHARES IBONDS DEC 2025 ETF46434vbd110,478$255,3490.04%
258COMMU SERV SELECT ETF81369y8523,848$252,3130.04%
259MOSAIC COMOS250,000$249,3700.04%
260MYLAN INC628530bd8250,000$249,2170.04%
261GOLDMAN SACHS GROUP INCGSCE250,000$249,0220.04%
262GOLDMAN SACHS GROUP INCGSCE250,000$247,0520.04%
263HOST HOTELS & RESORT LPHST250,000$246,8370.04%
264ZIMMER BIOMET HOLDINGSZBH255,000$245,7550.04%
265FLEX LTDFLEX250,000$243,9170.04%
266ARROW ELECTRS INC042735bg4250,000$243,2270.03%
267ROYAL BANK OF CANADARYLBF250,000$243,0370.03%
268BANK OF AMERICA CORPBAC-PS250,000$241,4020.03%
269CONCENTRIX CORPCNXC250,000$241,3750.03%
270PVH CORPPVH250,000$240,5550.03%
271AMERICAN TOWER CORPAMT250,000$240,2550.03%
272BOEING COBA-PA1,228$235,3830.03%
273JEFFERIES GRP LLC47233jjx7250,000$235,3120.03%
274ISHARES S&P 500 GROWTH4642873093,367$230,3700.03%
275ISHARES S&P 500 VALUE ETF4642874081,486$228,6060.03%
276CDK GLOBAL INC12508ead3250,000$226,2500.03%
277LOWES COMPANIES5486611071,088$226,1300.03%
278UNITED AIR 2020-1 B PTTUNTCW232,740$224,0120.03%
279CLOUDFLARE INCNET3,500$220,6400.03%
280BRISTOL MYERS SQUIBBCELG-RI3,780$219,3910.03%
281ISH RUSSELL 2000 GRWTH464287648960$215,1840.03%
282FLEXSHARES MORNINGSTAR US IDXFLEX1,303$212,2390.03%
283ISHARES IBONDS DEC 2027 ETF46435uaa99,096$210,4810.03%
284BROADCOM CRPAVGO210,000$208,4440.03%
285US TREASURY91282cex5212,000$208,1240.03%
286GULFPORT ENERGY OP CORPGPOR205,000$205,2560.03%
287ISHARES US MED DEVICES ETF4642888104,213$204,3300.03%
288JPMORGAN CHASE & COVYLD205,000$200,7870.03%
289US TREASURY9128285u0200,000$198,6250.03%
290US TREASURY912828xx3200,000$194,9060.03%
291DISCOVER BANK25466aaq4200,000$192,2240.03%
292CYPRESS DEV CORP23274920010,000$4,5240.00%
293GLOBAL TECHNOLOGIESGTLL310,000$620.00%
294LABOR SMART INC50541a10828,571$110.00%