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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 Q2 2024 · Filed August 9, 2024 · Accession 0001104659-24-087754

Total Value
$877.1M
Positions
323
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (323)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL150,039$31.6M3.60%
2MICROSOFT CORPORATIONMSFT59,381$26.5M3.03%
3NVIDIA CORPNVDA182,579$22.6M2.57%
4AMAZON.COM INCAMZN107,458$20.8M2.37%
5META PLATFORMS INCMETA39,651$20.0M2.28%
6ALPHABET INC AGOOG106,052$19.3M2.20%
7ELI LILLY & COMPANYLLY19,116$17.3M1.97%
8FINANCIAL SELECT SPDR81369y605415,753$17.1M1.95%
9ENERGY SELECT SPDR81369y506181,027$16.5M1.88%
10SPDR S&P 500 ETFSPY29,490$16.0M1.83%
11SPDR INDUSTRIAL SELECT81369y704117,535$14.3M1.63%
12DJ INDUSTRIAL ETFDIA34,120$13.3M1.52%
13GOLDMAN SACHSGSCE29,341$13.3M1.51%
14ISHARE TECH SOFTWARE ETF464287515143,719$12.5M1.42%
15PALO ALTO NETWORKS INCPANW36,021$12.2M1.39%
16LAM RESEARCH CORPLRCX10,996$11.7M1.33%
17BROADCOM LIMITEDAVGO6,902$11.1M1.26%
18DIGITAL REALTY TRUST INC25386810366,240$10.1M1.15%
19JPMORGAN CHASE FINANCIALVYLD10,000,000$10.0M1.14%
20JPMORGAN CHASE & COVYLD48,641$9.8M1.12%
21SPDR BLACKSTONE SENIOR LOAN78467V608233,682$9.8M1.11%
22INTUIT INCINTU14,186$9.3M1.06%
23NOVO NORDISK (ADR)NONOF63,072$9.0M1.03%
24BERKSHIRE HATHAWAY BBRK-A21,592$8.8M1.00%
25EATON CORP PLCETN27,984$8.8M1.00%
26TAIWAN SEMICONDUCTOR87403910050,144$8.7M0.99%
27AVALON BAYAWX35,710$7.4M0.84%
28MICRON TECHNOLOGY INCMU56,145$7.4M0.84%
29TRANE TECHNOLOGIES PLCTT22,059$7.3M0.83%
30SIMON PROPERTY GROUP82880610946,925$7.1M0.81%
31COSTCO WHOLESALECOST8,055$6.8M0.78%
32VANGUARD TOTAL STOCK ETF92290876925,559$6.8M0.78%
33DOVER CORPDOV37,314$6.7M0.77%
34INTUITIVE SURGICALISRG15,065$6.7M0.76%
35CONSUMER STAPLES SPDR81369y30884,447$6.5M0.74%
36CORNING INCGLW164,518$6.4M0.73%
37EQUITY LIFESTYLE PPTIESELS96,700$6.3M0.72%
38CROWDSTRIKE HLDGSCRWD16,389$6.3M0.72%
39AMGEN INCAMGN20,090$6.3M0.72%
40QUALCOMM INCQCOM31,316$6.2M0.71%
41WAL-MART STORES INCWMT92,100$6.2M0.71%
42SPDR UTILITIES ETF81369y88688,678$6.0M0.69%
43US TREASURY91282cfq96,059,000$6.0M0.69%
44EASTMAN CHEM COEMN60,684$5.9M0.68%
45DIAMONDBACK ENERGYFANG28,888$5.8M0.66%
46AMERICAN EXPRESSAXP24,891$5.8M0.66%
47NETFLIX INCNFLX8,462$5.7M0.65%
48US TREASURY91282cgg05,746,000$5.7M0.65%
49MERCK & CO INCMRK41,912$5.2M0.59%
50US TREASURY912828g385,035,000$5.0M0.57%
51US TREASURY912797kc04,826,000$4.8M0.55%
52EXXON MOBIL CORPXOM40,463$4.7M0.53%
53NEXTERA ENERGY INCNEE-PW65,027$4.6M0.52%
54REAL ESTATE SELECTOR SPDR81369y860110,825$4.3M0.49%
55PARKER HANNIFIN CORPPH8,346$4.2M0.48%
56QUANTA SERVICES INCPWR16,414$4.2M0.48%
57AVANTIS US EQUITY ETF02507288545,727$4.1M0.47%
58VISA INCV15,517$4.1M0.46%
59DELL TECHNOLOGIES INCDELL28,102$3.9M0.44%
60US TREASURY91282cgd73,836,000$3.8M0.44%
61KLA TENCOR CORPKLAC4,308$3.6M0.40%
62DIMENSIONAL US HIGH PROFIT ETF25434v831108,089$3.5M0.39%
63PROCTER & GAMBLE74271810920,929$3.5M0.39%
64ABBVIE INCABBV20,085$3.4M0.39%
65ONEOK INCOKE40,945$3.3M0.38%
66WILLIAMS COMPANIES INC96945710078,316$3.3M0.38%
67KINDER MORGAN INCEP-PC164,219$3.3M0.37%
68ARM HOLDINGS PLC ADR04206820519,698$3.2M0.37%
69UNITEDHEALTH GROUPUNH6,092$3.1M0.35%
70APPLIED MATERIALS03822210513,005$3.1M0.35%
71SCORPIO TANKERS INCSTNG36,770$3.0M0.34%
72WASTE MANAGEMENTWM13,911$3.0M0.34%
73TESLA MOTORS INCTSLA14,760$2.9M0.33%
74CARRIER GLOBALCARR46,018$2.9M0.33%
75WESTERN DIGITAL CORPWDC38,020$2.9M0.33%
76US TREASURY912797gk72,891,000$2.9M0.33%
77CITIGROUP INCC-PR45,113$2.9M0.33%
78LENNOX INTERNATIONAL5261071075,335$2.9M0.33%
79FIRST SOLAR INCFSLR12,543$2.8M0.32%
80BWX TECHNOLOGIES COBWXT29,669$2.8M0.32%
81ICICI BANK LTD SPON ADRIBN94,727$2.7M0.31%
82NRG ENERGY INCNRG34,944$2.7M0.31%
83MARRIOTT INTERNATIONAL57190320211,070$2.7M0.31%
84NVENT ELECTRIC PLCNVT34,864$2.7M0.30%
85SCHNEIDER ELEC SA UNSP ADR80687p10654,474$2.6M0.30%
86TEXAS ROADHOUSE INC COMTXRH15,229$2.6M0.30%
87HOME DEPOTHD7,533$2.6M0.30%
88CONSTELLATION ENERGYCEG12,947$2.6M0.30%
89SERVICENOW INCNOW3,292$2.6M0.30%
90ZOETIS INCZTS14,905$2.6M0.29%
91SUPER MICRO COMPUTER INCSMCI3,138$2.6M0.29%
92STRYKER CORPSYK7,552$2.6M0.29%
93HOWMET AEROSPACE INCHWM32,196$2.5M0.28%
94BOSTON SCIENTIFIC CORPBSX32,109$2.5M0.28%
95SEMPRASREA32,359$2.5M0.28%
96SOUTHERN COSOMN31,569$2.4M0.28%
97DUKE ENERGY CORPDUKB24,238$2.4M0.28%
98DUPONT DE NEMOURS INCDD30,124$2.4M0.28%
99D.R. HORTON23331A10917,125$2.4M0.28%
100AMERICAN ELECTRIC POWER02553710127,329$2.4M0.27%
101EMERSON ELECTRIC COEMR21,725$2.4M0.27%
102NUVEEN ESG LARGE CAP GROWTH ETNU29,281$2.4M0.27%
103US TREASURY91282chd62,363,000$2.3M0.27%
104SIEMENS AG (ADR)82619750125,077$2.3M0.27%
105FEDEX CORPORATIONFDX7,760$2.3M0.27%
106ALLSTATE CORPALL-PJ14,526$2.3M0.26%
107PUBLIC STORAGEPSA-PS7,937$2.3M0.26%
108CISCO SYSTEMS INCCSCO47,171$2.2M0.26%
109TETRA TECH INCTTEK10,959$2.2M0.26%
110ARISTA NETWORKSANET6,358$2.2M0.25%
111FIRST TRUST TECH ALPHA ETF33734x17616,316$2.2M0.25%
112JPMORGAN US QUALITY FACTOR ETF46641q76141,951$2.2M0.25%
113PROLOGIS INCPLDGP19,605$2.2M0.25%
114STATE STREET CORPSTT-PG29,339$2.2M0.25%
115REALTY INCOME CORPO40,033$2.1M0.24%
116ADVANCED MICRO DEVICESAMD12,746$2.1M0.24%
117BLOOM ENERGY CORPBE167,390$2.0M0.23%
118SALESFORCE.COM INCCRM7,891$2.0M0.23%
119US TREASURY912797le52,053,000$2.0M0.23%
120AIR PRODUCTS & CHEMICALSAIIR7,710$2.0M0.23%
121SYNOPSYS INCSNPS3,322$2.0M0.23%
122IIP OPERATION PARTNER44988fad22,055,000$2.0M0.22%
123PENN ENTERTAINMENT INCPENN100,103$1.9M0.22%
124VERTIV HOLDINGS LLC CL AVRT22,113$1.9M0.22%
125XTRACKERS RUSSELL US MULTI ETF23305148137,841$1.9M0.22%
126MERCADOLIBRE INCMELI1,153$1.9M0.22%
127ABBOTT LABORATORIESABLZF18,070$1.9M0.21%
128HDFC BANK LTDHDB28,610$1.8M0.21%
129ALPHABET INC CGOOG9,513$1.7M0.20%
130ENOVIX CORPENVX110,699$1.7M0.20%
131US TREASURY91282cfn61,710,000$1.7M0.19%
132CARPENTER TECHNOLOGY CORPCRS15,528$1.7M0.19%
133ATLASSIAN CORPTEAM9,518$1.7M0.19%
134ZSCALER INCZS8,716$1.7M0.19%
135CITRIX SYSTEMS INC177376ae01,901,000$1.7M0.19%
136CHART INDUSTRIES16115q30811,477$1.7M0.19%
137CHARLES SCHWAB CORPSCHW-PJ22,472$1.7M0.19%
138THERMO FISHER SCIENTIFICTMO2,990$1.7M0.19%
139UBER TECHNOLOGIES INCUBER22,720$1.7M0.19%
140FLEXSHARES DEF QUAL DIV ETFFLEX25,115$1.6M0.19%
141TIAA FSB HOLDINGS INC29977gaa01,715,000$1.6M0.19%
142GULFPORT ENERGY CORPGPOR10,814$1.6M0.19%
143VERTEX PHARMACEUTCLS INC92532f1003,482$1.6M0.19%
144THE TRADE DESK CL A88339j10516,463$1.6M0.18%
145VERINT SYSTEMS INC92343X10049,782$1.6M0.18%
146DATADOG INCDDOG12,078$1.6M0.18%
1471ST TR DEVELOPED MKT EX-US ETF33737J17428,407$1.6M0.18%
148HAWAIIAN AIRLINES 13-1A419838aa51,630,363$1.5M0.17%
149PETROLEOS MEXICANOS71654qcg51,580,000$1.5M0.17%
150PIMCO ACTIVE BOND ETF72201r77516,000$1.5M0.17%
151DOUBLELINE OPPORTUNISTIC BOND25861r10531,930$1.4M0.17%
152ISHARES MSCI INTERNATIONAL Q E46434v45635,506$1.4M0.16%
153CADENCE DESIGN SYSTEMSCDNS4,495$1.4M0.16%
154US TREASURY912797km81,396,000$1.4M0.16%
155SPDR MSCI EAFE STRATEGIC FACTO78463x43418,386$1.4M0.16%
156CARNIVAL CORPCUKPF1,363,000$1.4M0.16%
157VANGUARD DEVELOPED ETF92194385827,045$1.3M0.15%
158TITAN INTERNATIONAL INCTWI1,385,000$1.3M0.15%
159AMC ENTERTAINMENT HLDGSAMC1,445,000$1.3M0.15%
160ICAHN ENTERPRISESIEP1,400,000$1.3M0.15%
161WISDOMTREE US MIDCAP ETFWT22,246$1.3M0.15%
162JOHNSON & JOHNSONJNJ8,778$1.3M0.15%
163ARGAN INC COMAGX17,397$1.3M0.15%
164JEFFERIES FIN GROUP47233weq81,255,000$1.3M0.14%
165SPIRIT AEROSYSTEMS INC85205tak61,280,000$1.2M0.14%
166PIMCO SENIOR LOAN ACTIVE ETF72201r62723,359$1.2M0.14%
167MARVELL TECHNOLOGY INCMRVL17,043$1.2M0.14%
168FLUENCE ENERGY INCFLNC68,350$1.2M0.14%
169BICYCLE THERAPEUTICSBCYC58,335$1.2M0.13%
170GS GQG INTL OPPORTUNITIES38147n29350,424$1.2M0.13%
171US TREASURY91282cdz11,196,000$1.2M0.13%
172CREDIT ACCEPTANCCACC1,155,000$1.2M0.13%
173MERCER INTL INC588056bb61,285,000$1.1M0.13%
174NUSCALE PWR CORP CLASS ASMR94,535$1.1M0.13%
175HECLA MINING COHL-PB1,065,000$1.1M0.12%
176FIRST RISING DIVIDEND ACHIEVER33738r50619,153$1.0M0.12%
177INVESCO QQQ TRUST ETFIVZ2,153$1.0M0.12%
178US TREASURY91282cfa41,030,000$1.0M0.12%
179CDK GLOBAL INC12508ead31,015,000$999,7750.11%
180ISHARES EDGE MSCI US QUALITY F46432f3395,843$997,7120.11%
181DIMENSIONAL EMERGING CORE ETF25434v30236,761$951,0150.11%
182CDK GLOBAL INC12508eaf81,054,000$915,6620.10%
183KEYCORP CAPITALBEKE908,000$896,4030.10%
184WESTERN ASSET MORTGAGE C95790dad7880,000$869,4180.10%
185FIRST TRUST SENIOR LOAN ETF33738D30918,856$861,8850.10%
186COMERICA BANK200339dx4850,000$829,8830.09%
187BELO CORP080555ae5787,000$804,7070.09%
188INVESCO FTSE RAFI DEVELOPEDIVZ24,130$779,8620.09%
189CIMPRESS PLCCMPR775,000$773,0620.09%
190GLOBAL X U.S. PREFERRED ETF37954y65739,029$768,0840.09%
191PIMCO ENHANCED SHORT MATURITY72201r8337,497$754,6030.09%
192VANGUARD GROWTH ETF9229087361,997$746,8980.09%
193PETROLEOS MEXICANOS71654qdl3760,000$745,7500.09%
194GOLDMAN SACHS GROUPGSCE750,000$744,2500.08%
195PRS MIDCAP DIV ARISTO74347b6809,950$732,4190.08%
196JPM PREMIUM EQUITY FUND46641q33212,905$731,4810.08%
197PARK-OHIO INDUSTRIES INCPKOH741,000$710,4340.08%
198SFL CORP LTDSFL695,000$707,1620.08%
199SPDR BLACKSTONE HIGH INCOME78470P84624,646$696,4850.08%
200DIMENSIONAL US SMALL CAP25434v50011,546$693,7000.08%
201HRDG LVNR INTL EQUITY41229510725,750$678,7670.08%
202COCA COLA COMPANYKO10,646$677,6180.08%
203SPDR PORTFOLIO S&P 1500 COMP78464a8059,805$650,5780.07%
204US TREASURY912797kb2649,000$644,7490.07%
205SPDR S&P MIDCAP 400 ETFMDY1,196$639,9560.07%
206VANECK MORNINGSTAR WIDE MOAT92189f6437,388$639,8750.07%
207TECHNOLOGY SPDR ETF81369y8032,804$634,4060.07%
208US BANCORPUSB-PS15,800$627,2600.07%
209QVC INCQVCC635,000$624,6810.07%
210ISHARES RUSSELL 20004642876553,076$624,0010.07%
211US TREASURY91282ceu1608,000$595,0800.07%
212JPMORGAN US VALUE FACTOR ETF46641q75314,300$584,4400.07%
213FLEXSHARES HIGH YIELD VALUEFLEX13,355$539,5470.06%
214SASOL FINANCING USA LLCSASOF565,000$537,4560.06%
215PACER US CASH COWS 100 ETF69374h8819,797$533,8530.06%
216ISHARES US CONSUMER DISCRETION4642875806,563$533,4560.06%
217US TREASURY912828j27510,000$499,5610.06%
218BANK OF MONTREALWTIU500,000$499,3400.06%
219GOLDMAN SACHS GROUPGSCE500,000$494,9970.06%
220UNITED AIR 2020-1 B PTTUNTCW498,504$492,2740.06%
221VANGUARD EMERGING MARKETS92204285810,792$472,2380.05%
222US TREASURY9128282y5475,000$471,2150.05%
223ISHARES BROAD US HIGH YIELD ET46435u85312,902$468,0740.05%
224US TREASURY912797ku0473,000$465,6160.05%
225US TREASURY912797kw6468,000$465,5570.05%
226VANECK SEMICONDUCTOR92189f6761,744$454,6610.05%
227JPM ULTRA-SHORT INCOME46641Q8378,931$450,7480.05%
228INSEEGO CORPINSG955,000$447,5130.05%
229JPMORGAN CHASE FINANCIALVYLD450,000$446,2990.05%
230BELO CORP080555af2435,000$437,1750.05%
231BANK OF AMERICA CORP06050510410,628$422,6760.05%
232PIMCO RAFI DYN MLT-FACT INTL72202l37113,799$417,6450.05%
233MONGODB, INC.MDB1,642$410,4340.05%
234FLY LEASING LTD34407dac3425,000$402,6870.05%
235HEXCEL CORPHXL400,000$394,6440.04%
236CONSTELLATION EN GEN LLC30161mas2395,000$386,3070.04%
237CDW LLCCDW375,000$374,0620.04%
238INTEL CORPINTC12,004$371,7640.04%
239BOEING COBA-PA375,000$371,0500.04%
240FIRST TRUST NASDAQ 100 TECH3373451021,788$353,0630.04%
241WISDOMTREE U.S. QUALITY DIVIDEWT4,505$351,5790.04%
242ADOBE INC COMADBE632$351,1010.04%
243BROADCOM INCAVGO350,000$347,3710.04%
244US TREASURY91282cdh1350,000$344,0940.04%
245CONCENTRIX CORPCNXC340,000$342,2610.04%
246AVANTIS INTERNATIONAL EQUITY E0250727035,494$342,0560.04%
247EATON VANCE HIGH INCOMEETN81,314$339,8940.04%
248SPDR GOLD SHARES ETFGLD1,547$332,6200.04%
249FIDELITY CONTRAFUND31607110916,374$330,7570.04%
250GULFPORT ENERGY OP CORPGPOR325,000$328,2500.04%
251CYBERARK SOFTWARE LTD FM2682V1081,200$328,1040.04%
252APTIV PLC / APTIV CORPAPTV335,000$327,8840.04%
253JPM DIVERSIFIED RET EM EQUITY46641q3086,041$326,7040.04%
254GLOBAL X ART INTEL & TEH37954y6329,144$325,8010.04%
255BANC OF CALIFORNIA INCBANC-PF325,000$318,3220.04%
256VERISIGN INCVRSN315,000$313,8190.04%
257ISHARES S&P 500 GROWTH4642873093,338$308,9040.04%
258PARAMOUNT GLOBAL92553pbb7330,000$305,6380.03%
259CONCENTRIX CORPCNXC300,000$304,1500.03%
260SHOPIFY INCSHOP4,600$303,8300.03%
261UBS Group AGUBS300,000$300,0290.03%
262TORONTO-DOMINION BANKTDBCP300,000$299,8420.03%
263JEFFERIES FIN GROUP INC47233wcd9300,000$299,1210.03%
264HCA INCHCA300,000$298,8750.03%
265FLEX LTDFLEX300,000$297,2100.03%
266UNITED AIRLINES 2012-2 A210795qb9299,162$297,0660.03%
267GLOBAL PART/GLP FINANCE37954fag9293,000$293,3660.03%
268WALT DISNEY CO2546871062,882$286,1540.03%
269ISHARES SEMICONDUCTOR ETF4642875231,143$281,8980.03%
270MARATHON PETROLEUM CORPMPC275,000$273,0170.03%
271EDISON INTERNATIONALEIX275,000$271,8680.03%
272ISHARES S&P 500 VALUE ETF4642874081,492$271,5850.03%
273ENTER PRO PARTNERS LP2937921079,340$270,6730.03%
274AVNET INCAVT275,000$270,3580.03%
275VANECK PHARMACEUTICAL ETF92189f6922,949$269,7750.03%
276CELEANSE US HOLDINGS LLC15089qal8264,000$264,3350.03%
277ULTRAMAR DIAMOND SHAMRCKVLO250,000$261,8500.03%
278PVH CORPPVH265,000$261,5760.03%
279VNGRD INTERMED CA TAX EX92202130823,028$260,4490.03%
280FLEXSHARES MORNINGSTAR US IDXFLEX1,288$257,4070.03%
281TAPESTRY INCTPR250,000$254,1550.03%
282BLUE OWL CAPITAL CORPOWL260,000$253,4610.03%
283MOTOROLA SOLUTIONS INCMSI250,000$252,8670.03%
284ISH RUSSELL 2000 GRWTH464287648960$252,0290.03%
285SPRINT LLC85207uaj4250,000$251,5670.03%
286WISDOMTREE FLOATING RATEWT5,000$251,5500.03%
287ZIMMER BIOMET HOLDINGSZBH255,000$250,9420.03%
288US TREASURY91282ceh0256,000$250,9200.03%
289AMER AIRLN 13-1 A PASS T023772ab2256,065$250,4030.03%
290ILLUMINA INCILMN250,000$250,2720.03%
291ENERGY TRANSFER LPET-PI250,000$249,2600.03%
292ROYAL BANK OF CANADARYLBF250,000$249,0920.03%
293HYATT HOTELS CORPH250,000$248,9850.03%
294ISHARES GLOBAL TECH ETF4642872913,006$248,9360.03%
295LLOYDS BANKING GROUP PLCLLOBF250,000$248,6970.03%
296CITIGROUP GLOBAL MARKETSC-PR250,000$248,5900.03%
297ARROW ELECTRS INC042735bg4250,000$248,5650.03%
298BLOCK FINANCIAL LLCBSQKZ250,000$248,2600.03%
299CHEVRON CORPORATIONCVX1,579$246,9870.03%
300FS KKR CAPITALFSK250,000$246,9600.03%
301BANK OF AMERICA CORPBAC-PS250,000$246,4100.03%
302AMERICAN TOWER CORPAMT250,000$246,0870.03%
303LEIDOS INCLDOS250,000$245,5550.03%
304JEFFERIES GRP LLC47233jjx7250,000$242,7100.03%
305US TREASURY912797kk2229,000$226,5690.03%
306GENESIS ENERGY LPGEL220,000$224,9410.03%
307ENERGY TRANSFER EQUITY LPET-PI13,814$224,0630.03%
308BOEING COBA-PA1,220$222,0520.03%
309FS KKR CAPITAL CORPFSK212,000$218,4240.02%
310AAR CORPAIR3,000$218,1000.02%
311GE AEROSPACE3696043011,344$213,6560.02%
312OKTA INC AOKTA2,200$205,9420.02%
313JPMORGAN CHASE & COVYLD205,000$204,1980.02%
314US AIRWAYS 2013-1A PTT90346waa1209,012$204,1240.02%
315US TREASURY912828xx3200,000$200,0000.02%
316HUMANA INCHUM200,000$199,9020.02%
317DISCOVER BANK25466aaq4200,000$198,6040.02%
318MICROCHIP TECH INCMCHPP200,000$196,8940.02%
319TALOS ENERGY INCTALO15,240$185,1660.02%
320APPLIED DIGITAL CORPAPLD20,500$121,9750.01%
321CYPRESS DEV CORP23274920010,000$2,2430.00%
322LABOR SMART INC50541a10828,571$1060.00%
323GLOBAL TECHNOLOGIESGTLL310,000$620.00%