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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

STALEY CAPITAL ADVISERS INC

Quarter ended Q3 2023 · Filed August 15, 2023 · Accession 0001106565-23-000007

Total Value
$1.86B
Positions
183
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (183)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT441,392$150.3M8.09%
2iSHARES RUSSELL 1000 GROWTH464287614444,183$122.2M6.58%
3QUALCOMM INC.QCOM768,015$91.4M4.92%
4ALPHABET CGOOG660,485$79.9M4.30%
5J.P. MORGAN CHASEVYLD491,501$71.5M3.85%
6BERKSHIRE HATH BBRK-A207,560$70.8M3.81%
7CVS HEALTH CORPCVS872,351$60.3M3.25%
8FISERV INCFISV477,759$60.3M3.24%
9CHEVRON CORPCVX379,559$59.7M3.22%
10FEDEX CORP FDX235,597$58.4M3.14%
11BOEING CO.BA-PA247,484$52.3M2.81%
12PFIZER INCPFE1,290,897$47.4M2.55%
13DU PONT DD659,832$47.1M2.54%
14GENERAL MOTORS 37045v1001,190,993$45.9M2.47%
15JOHNSON&JOHNSONJNJ274,341$45.4M2.44%
16AMAZON.COMAMZN325,967$42.5M2.29%
17CORNING, INC.GLW1,208,673$42.4M2.28%
18CISCO SYSTEMS CSCO794,764$41.1M2.21%
19SPDR GOLD SHARESGLD219,425$39.1M2.11%
20LIQUIDITY SERVICES 53635B1072,300,000$38.0M2.04%
21APPLE INCAAPL162,302$31.5M1.70%
22VANGUARD EMERG. MARKETS ETF922042858678,140$27.6M1.49%
23CORTEVA INC.CTVA429,126$24.6M1.32%
24VANECK VECTORS GOLD MINERS 92189f106732,315$22.1M1.19%
25INTEL CORPINTC652,000$21.8M1.17%
26WALT DISNEY CO.254687106211,689$18.9M1.02%
27PIMCO ENHANCED SHORT MATURITY72201R833185,987$18.6M1.00%
28TJX COS INC 872540109205,748$17.4M0.94%
29OKTA INCOKTA246,477$17.1M0.92%
30PHILIP MORRIS INTl.718172109172,600$16.8M0.91%
31OPTION CARE HEALTH INC COM NEWOPCH500,000$16.2M0.87%
32WARNER BRO. DISCOVERYWBD1,267,600$15.9M0.86%
33VANGUARD VALUE ETF922908744108,678$15.4M0.83%
34CITIGROUPC-PR294,413$13.6M0.73%
35iSHARES EAFE GROWTH464288885139,846$13.3M0.72%
36TITAN INTL INC KMCM1,050,000$12.1M0.65%
37NVIDIA CORPNVDA26,198$11.1M0.60%
38VANGUARD DEV. MARKETS ETF921943858234,296$10.8M0.58%
39VANGUARD S/T CORP BOND ETF92206C409140,891$10.7M0.57%
40VANGUARD SMALL-CAP ETF92290875153,192$10.6M0.57%
41VANGUARD MID CAP 92290862946,497$10.2M0.55%
42DOW CHEMICALDOW189,065$10.1M0.54%
43iSHARES ESG AWARE USA46435G425100,000$9.7M0.52%
44VERIZON COMM.VZ255,165$9.5M0.51%
45VANGUARD INTERM. TREASURY92206c706159,309$9.3M0.50%
46DUN & BRADSTREET HOLDINGS INC.26484t106750,000$8.7M0.47%
47iSHARES SHORT MATURITY BOND46431W507158,950$7.9M0.43%
48SIMON PROPERTY GROUP INC82880610963,364$7.3M0.39%
49iSHARES EAFE VALUE464288877126,030$6.2M0.33%
50SPDR S&P 400 MIDCAP MDY12,777$6.1M0.33%
51COMMSCOPEVISN1,061,700$6.0M0.32%
52ISHARES U.S. TECH ETF46428772153,101$5.8M0.31%
53ALPHABET A38259P50843,608$5.2M0.28%
54INTL. FLAVORS & FRAGRANCES45950610164,100$5.1M0.27%
55ISHARES MSCI EMERGING MKTS ETF464287234126,200$5.0M0.27%
56SPDR SHORT TERM MUNICIPAL78468r73993,650$4.4M0.24%
57VANGUARD DIV. APPRECIATION ETF92190884425,554$4.2M0.22%
58VANGUARD MBS ETF92206C77186,950$4.0M0.22%
59SPDR S&P BIOTECH78464A87046,835$3.9M0.21%
60SPDR-TECHNOLOGY81369Y80322,000$3.8M0.21%
61SPDR SHORT-TERM CORPORATE BOND78464A474121,265$3.6M0.19%
62NUVEEN ESG LARGE CAP VALUENU100,000$3.5M0.19%
63MERCURY SYSTEMSMRCY100,000$3.5M0.19%
64iSHARES MSCI EAFE 46428746546,531$3.4M0.18%
65FORIAN INC COMFORA1,100,000$2.7M0.15%
66KKR & CO KKRT45,000$2.5M0.14%
67IBM INTR18,697$2.5M0.13%
68TETRA TECH INC TTEK15,200$2.5M0.13%
69ABBOTT LABSABLZF21,820$2.4M0.13%
70SCHWAB U.S. LARGE-CAP ETF80852430043,170$2.3M0.12%
71FARMERS NATIONAL BANC COMFMNB172,330$2.1M0.11%
72VANGUARD GROWTH 9229087367,057$2.0M0.11%
73MASTERCARD INC MA5,004$2.0M0.11%
74UNITED BANKSHARESUNTCW64,238$1.9M0.10%
75VANGUARD TOTAL BOND MARKET92193783526,120$1.9M0.10%
76PROCTER & GAMBLE74271810912,385$1.9M0.10%
77VANGUARD FTSE EUROPE 92204287430,419$1.9M0.10%
78VANGUARD S&P 500 ETF 9229083634,589$1.9M0.10%
79iSHARES ESG 1-5 YR CORPORATE46435G24375,000$1.8M0.10%
80VANGUARD S/T BOND 92193782723,579$1.8M0.10%
81VANGUARD MID-CAP VALUE ETF92290851212,755$1.8M0.10%
82VANGUARD FTSE ALL-WORLD EX-US92204277531,482$1.7M0.09%
83CATERPILLAR INC CAT6,800$1.7M0.09%
84PEPSICO INCPEP9,010$1.7M0.09%
85SCHWAB U.S. MID CAP 80852450823,227$1.6M0.09%
86ISHARES FLOATING RATE NOTE46429b65530,500$1.6M0.08%
87AMERISOURCEBERGEN COR7,987$1.5M0.08%
88VANGUARD INTER-TERM CORP BOND92206C87018,830$1.5M0.08%
89TWILIO INC TWLO22,500$1.4M0.08%
90LYFT INC LYFT147,973$1.4M0.08%
91ANTERO RES CORP AR59,000$1.4M0.07%
92SPDR S&P 500 ETFSPY2,983$1.3M0.07%
93ISHARES S&P SMALL-CAP ETF46428780412,827$1.3M0.07%
94HOME DEPOT INC.HD3,924$1.2M0.07%
95ATARA BIOTHERAPEUTICS INC.ATRA750,000$1.2M0.07%
96NEWMONT MINING NEMCL28,000$1.2M0.06%
97VANGUARD LARGE CAP ETF9229086375,780$1.2M0.06%
98SCHWAB U.S. BROAD MARKET 80852410221,990$1.1M0.06%
99TESLA MOTORS TSLA4,223$1.1M0.06%
100FEDERATED HERMESFHI30,017$1.1M0.06%
101MERCK & CO. INC.MRK8,566$988,4310.05%
102SYNOPSYS INC SNPS2,236$973,5770.05%
103iSHARES ESG AWARE EMERGING MKT46434G86330,000$948,9000.05%
104CITIZENS FINL CIA36,148$942,7400.05%
105iSHARES 1-3 YR TREASURY46428745711,525$934,4470.05%
106EXXON MOBILXOM8,604$922,8170.05%
107VISA INC CL AV3,822$907,6490.05%
108HENRY SCHEINHSIC10,868$881,3950.05%
109GLOBAL X FDS CYBRSCURTY ETF37954Y38435,900$870,9340.05%
110iSHARES RUSSELL 1000 VALUE 4642875985,373$847,9600.05%
111VANGUARD SMALL CAP VALUE ETF9229086114,935$816,2490.04%
112iSHARES PREFERRED STOCK46428868726,200$810,3660.04%
113QURATE RETAIL INC. QVC GROUP74915m100800,000$791,8400.04%
114NEUBERGER BRMN. MLP INCOME64129H104115,000$791,2000.04%
115CHECK POINT SOFTWARE CHKP5,963$749,0720.04%
116PARKER HANNIFIN PH1,795$700,1220.04%
117SALESFORCE.COM CRM3,297$696,5240.04%
118ISHARES RUSSELL 1000 ETF4642876222,744$668,8230.04%
119LOWE'S COMPANIES5486611072,900$654,5300.04%
120RAYMOND JAMES FINL 7547301096,250$648,5620.03%
121ISHARES TR S&P 500 INDEX4642872001,430$637,3570.03%
122F M C CORP FMC6,014$627,5010.03%
123WISDOMTREE LARGECAP DIVWT9,862$627,2070.03%
124PNC FINANCIAL 6934751054,606$580,1260.03%
125TRUIST FINL CORP 89832Q10918,500$561,4750.03%
126M & T BK CORP COM55261F1044,515$558,7760.03%
127META PLATFORMS INC CL AMETA1,939$556,4540.03%
128ISHARES CORE S&P MID-CAP ETF4642875072,116$553,2920.03%
129VANGUARD INTERM-TERM BOND9219378197,334$551,7370.03%
130BANK OF AMERICA06050510419,091$547,7210.03%
131GENERAL ELECTRICGE4,768$523,7780.03%
132UNITEDHEALTH GROUP UNH1,004$482,5630.03%
133HUBSPOT INC 438516106900$478,8810.03%
134SCHWAB S&P 500 INDEX8085098556,867$471,5610.03%
135ALTRIA GROUP INC.MO10,078$456,5340.02%
136SKYWORKS SOLUTIONS INC.SWKS4,000$442,7600.02%
137SAMSARA INC IOT15,000$415,6500.02%
138BOX INC CL ABXCAP14,000$411,3200.02%
139MONDELEZ INTL 6092071055,555$405,1820.02%
140GLOBAL X FDS VDEO GAM ESPRT37954Y39218,800$385,2120.02%
141LINDE PLC LIN1,010$384,8910.02%
142CONOCOPHILLIPSCOP3,682$381,4920.02%
143ABBVIE INC. ABBV2,755$371,1810.02%
144ISHARES RUSSELL 2000 INDEX 4642876551,941$363,4910.02%
145AUTOMATIC DATA PROCESSINGADP1,610$353,8620.02%
146SPDR S&P 400 MID CAP VALUE78464A8395,111$351,5350.02%
147NIKE INC. CL BNKE3,166$349,4310.02%
148UNITED PARCEL SERVICE-CL BUPS1,890$338,7820.02%
149NETFLIX INC.NFLX756$333,0100.02%
150DIMENSIONAL ETF TRUST US TARGE25434V6097,065$327,7250.02%
151PIMCO FDS COMMREAL STG I 272201M84224,974$317,4260.02%
152ISHARES TR MSCI USA QLT FCT46432f3392,233$301,1650.02%
153AMGEN INCAMGN1,335$296,3970.02%
154ISHARES TR CORE DIV GRWTH46434v6215,605$288,8260.02%
155ON SEMION3,045$287,9960.02%
156ISHARES GOLD TRUSTIAU7,897$287,3720.02%
157SCHLUMBERGER SLB5,599$275,0230.01%
158NUVEEN NY AMT-FREE MUN NU26,500$274,2750.01%
159DANAHER CORP.2358511021,140$273,6000.01%
160POOL CORPORATIONPOOL672$251,7580.01%
161SCHWAB EMERGING MARKET ETF80852470610,069$247,9990.01%
162COINBASE GLOBAL COIN3,300$236,1150.01%
163PPG INDUSTRIES6935061071,568$232,5340.01%
164iSHARES DIVIDEND 4642871682,041$231,2450.01%
165D R HORTONFOR1,850$225,1260.01%
166NUVEEN MUNI VALUE NU25,600$222,7200.01%
167MATINAS BIOMTNB600,000$216,0000.01%
168AGNICO EAGLE MINES LTD COMAEM4,200$209,9160.01%
169BP PLC - SPONS ADRBPPFF5,786$204,1740.01%
170COSTCO WHOLESALE 22160K105379$204,0460.01%
171SMUCKER J M CO8326964051,378$203,4890.01%
172VANGUARD INTL. HIGH DIVIDEND9219467943,200$202,2400.01%
173VANECK VECTORS PFD. SEC. EX-FI92189F42911,300$199,6710.01%
174PARAMOUNT GLOBAL92556H20612,360$196,6480.01%
175CRIMSON WINE GROUP LTD CWGL23,000$154,1000.01%
176PHATHOM PHARM.PHAT10,000$143,2000.01%
177PUTNAM MUNI OPPORT TRUST74692210312,500$127,6250.01%
178NUVEEN ARIZONA QLTY MUNINU10,000$107,5000.01%
179EATON VANCE LIMITED DURATIONETN11,119$104,0730.01%
180PLANET LABSPL-WT30,000$96,6000.01%
181VYNE THERAP.VYNE23,472$96,2350.01%
182GENPREX INC COMGNPX50,000$47,4300.00%
183LANNETT 516012200153,786$4,5600.00%