Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Haverford Financial Services, Inc.

Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001104659-24-088394

Total Value
$333.5M
Positions
41
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (41)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT54,942$24.6M7.36%
2APPLE INCAAPL113,250$23.9M7.15%
3COSTCO WHSL CORP NEW COM22160K10519,067$16.2M4.86%
4MASTERCARDMA35,185$15.5M4.65%
5HONEYWELL INTERNATIONAL, INC.43851610665,283$13.9M4.18%
6J.P. MORGAN CHASE & COVYLD66,853$13.5M4.05%
7ORACLE SYS CORPORCL-PD95,042$13.4M4.02%
8RAYTHEON TECHNOLOGIES CORPRTX131,913$13.2M3.97%
9UNITEDHEALTH GROUP INCUNH25,534$13.0M3.90%
10BLACKROCK INCBLK16,465$13.0M3.89%
11ACCENTURE LTDACN40,480$12.3M3.68%
12TJX COS INC NEW872540109110,315$12.1M3.64%
13S&P GLOBAL INCSPGI25,934$11.6M3.47%
14PEPSICO INCPEP69,981$11.5M3.46%
15LOWES COS INC54866110751,476$11.3M3.40%
16EATON CORP, PLCETN33,813$10.6M3.18%
17CHEVRON CORPORATIONCVX56,573$8.8M2.65%
18JOHNSON & JOHNSONJNJ59,978$8.8M2.63%
19MCKESSON CORPMCK14,384$8.4M2.52%
20MEDTRONIC PLCMDT106,520$8.4M2.51%
21TEXAS INSTRUMENTS INC88250810441,626$8.1M2.43%
22THERMO FISHER SCIENTIFIC INCTMO13,598$7.5M2.25%
23ALPHABET INC - CL AGOOG38,464$7.0M2.10%
24NEXTERA ENERGY, INC.NEE-PW97,593$6.9M2.07%
25COCA-COLA COKO106,854$6.8M2.04%
26STRYKER CORPSYK18,241$6.2M1.86%
27UNITED PARCEL SVC INC CL BUPS43,492$6.0M1.78%
28AIR PRODUCTS & CHEMICALS INCAIIR21,938$5.7M1.70%
29AON PLCAON18,907$5.6M1.66%
30NVIDIA CORPNVDA28,434$3.5M1.05%
31ISHARES TR46432F3398,140$1.4M0.42%
32ISHARES CORE MSCI EAFE ETF46432F84210,699$777,1750.23%
33ISHARES CORE MSCI EMERGING MARKETS ETF46434G10313,590$727,4730.22%
34ISHARES CORE S&P 500 ETF4642872001,040$569,1190.17%
35ISHARES CORE S&P SMALL-CAP ETF4642878045,210$555,6990.17%
36AVANTIS EMERGING MARKETS EQ0250726048,855$540,9520.16%
37ISHARES CORE S&P MID-CAP ETF4642875078,000$468,1600.14%
38VANGUARD FTSE PACIFIC ETF9220428664,520$335,2940.10%
39JANUS DETROIT STR TR47103U8527,501$334,9200.10%
40ISHARES FLOATING RATE BOND E46429B6555,328$272,2080.08%
41VANGUARD FTSE EUROPE ETF9220428743,290$219,6730.07%