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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

Haverford Financial Services, Inc.

Quarter ended Q3 2024 · Filed October 28, 2024 · Accession 0001104659-24-111778

Total Value
$349.4M
Positions
41
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (41)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL102,240$23.8M6.82%
2MICROSOFT CORPMSFT54,935$23.6M6.77%
3ORACLE SYS CORPORCL-PD95,041$16.2M4.64%
4RAYTHEON TECHNOLOGIES CORPRTX131,902$16.0M4.57%
5MASTERCARDMA32,272$15.9M4.56%
6COSTCO WHSL CORP NEW COM22160K10517,023$15.1M4.32%
7BLACKROCK INCBLK14,861$14.1M4.04%
8J.P. MORGAN CHASE & COVYLD66,846$14.1M4.03%
9LOWES COS INC54866110751,470$13.9M3.99%
10HONEYWELL INTERNATIONAL, INC.43851610665,279$13.5M3.86%
11UNITEDHEALTH GROUP INCUNH22,707$13.3M3.80%
12S&P GLOBAL INCSPGI24,046$12.4M3.56%
13ACCENTURE LTDACN34,849$12.3M3.53%
14PEPSICO INCPEP69,980$11.9M3.41%
15TJX COS INC NEW87254010999,311$11.7M3.34%
16EATON CORP, PLCETN33,814$11.2M3.21%
17JOHNSON & JOHNSONJNJ59,979$9.7M2.78%
18TEXAS INSTRUMENTS INC88250810441,606$8.6M2.46%
19THERMO FISHER SCIENTIFIC INCTMO13,594$8.4M2.41%
20MEDTRONIC PLCMDT93,206$8.4M2.40%
21CHEVRON CORPORATIONCVX56,570$8.3M2.38%
22NEXTERA ENERGY, INC.NEE-PW97,593$8.2M2.36%
23ALPHABET INC - CL AGOOG48,168$8.0M2.29%
24COCA-COLA COKO106,859$7.7M2.20%
25MCKESSON CORPMCK14,383$7.1M2.04%
26STRYKER CORPSYK18,235$6.6M1.89%
27AON PLCAON18,905$6.5M1.87%
28AIR PRODUCTS & CHEMICALS INCAIIR21,936$6.5M1.87%
29UNITED PARCEL SVC INC CL BUPS43,491$5.9M1.70%
30NVIDIA CORPNVDA29,509$3.6M1.03%
31ISHARES EDGE MSCI USA QUALIT46432F3398,140$1.5M0.42%
32ISHARES CORE MSCI EAFE ETF46432F84210,699$835,0570.24%
33ISHARES CORE MSCI EMERGING MARKETS ETF46434G10313,590$780,2020.22%
34ISHARES CORE S&P SMALL-CAP ETF4642878045,210$609,3620.17%
35ISHARES CORE S&P 500 ETF4642872001,040$599,8930.17%
36AVANTIS EMERGING MARKETS EQ0250726048,855$572,0330.16%
37ISHARES CORE S&P MID-CAP ETF4642875078,000$498,5600.14%
38JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U8528,614$401,8430.12%
39VANGUARD INTL EQUITY INDEX F9220428664,520$354,3230.10%
40ISHARES FLOATING RATE BOND E46429B6555,319$271,4820.08%
41VANGUARD INTL EQUITY INDEX F9220428743,290$233,9190.07%