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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 2024 · Filed November 8, 2024 · Accession 0001106565-24-000006

Total Value
$2.24B
Positions
184
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (184)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT407,623$175.4M7.84%
2iSHARES RUSSELL 1000 GROWTH464287614426,170$160.0M7.15%
3QUALCOMM INC.QCOM730,356$124.2M5.55%
4ALPHABET CGOOG655,096$109.5M4.89%
5J.P. MORGAN CHASEVYLD479,383$101.1M4.52%
6BERKSHIRE HATH BBRK-A202,995$93.4M4.18%
7FISERV INCFISV446,814$80.3M3.59%
8FEDEX CORPFDX246,233$67.4M3.01%
9CHEVRON CORPCVX416,036$61.3M2.74%
10GENERAL MOTORS37045v1001,352,427$60.6M2.71%
11SMUCKER J M CO832696405498,175$60.3M2.70%
12PFIZER INCPFE2,076,824$60.1M2.69%
13AMAZON.COMAMZN317,407$59.1M2.64%
14DU PONTDD655,109$58.4M2.61%
15INTL FLAV/FRAG.459506101493,680$51.8M2.32%
16JOHNSON&JOHNSONJNJ301,662$48.9M2.18%
17SPDR GOLD SHARESGLD191,852$46.6M2.08%
18BOEING CO.BA-PA292,788$44.5M1.99%
19LIQUIDITY SERVICES53635B1071,754,947$40.0M1.79%
20APPLE INCAAPL161,182$37.6M1.68%
21VANECK VECTORS GOLD MINERS92189f106925,282$36.8M1.65%
22CISCO SYSTEMSCSCO658,947$35.1M1.57%
23CORTEVA INC.CTVA555,732$32.7M1.46%
24VANGUARD EMERG. MARKETS ETF922042858638,791$30.6M1.37%
25WALT DISNEY CO.254687106300,920$28.9M1.29%
26NVIDIA CORPNVDA223,865$27.2M1.22%
27CITIGROUPC-PR334,328$20.9M0.94%
28VANGUARD VALUE922908744115,981$20.2M0.90%
29TJX COS INC872540109166,108$19.5M0.87%
30MERCURY SYSTEMSMRCY494,870$18.3M0.82%
31OKTA INCOKTA246,207$18.3M0.82%
32VANGUARD MID CAP92290862962,845$16.6M0.74%
33OPTION CARE HEALTH INC COM NEWOPCH500,000$15.7M0.70%
34VANGUARD MBS ETF92206C771320,350$15.1M0.68%
35iSHARES EAFE GROWTH ETF464288885138,724$14.9M0.67%
36VANGUARD INTERM. TREASURY92206c706235,490$14.2M0.64%
37VANGUARD SMALL-CAP ETF92290875155,690$13.2M0.59%
38INTEL CORPINTC555,677$13.0M0.58%
39PHILIP MORRIS INTl.718172109106,238$12.9M0.58%
40iSHARES ESG AWARE USA46435G425100,135$12.6M0.56%
41VANGUARD DEVEL. MARKETS ETF921943858238,172$12.6M0.56%
42WB DISCOVERYWBD1,364,775$11.3M0.50%
43VANGUARD S/T CORP BOND ETF92206C409134,910$10.7M0.48%
44VANGUARD TOTAL BOND MARKET921937835123,756$9.3M0.42%
45VERIZON COMM.VZ199,389$9.0M0.40%
46SIMON PROPERTY GROUP INC82880610952,785$8.9M0.40%
47TITAN INTL INCKMCM925,000$7.5M0.34%
48DUN & BRADSTREET HOLDINGS INC.26484t106650,000$7.5M0.33%
49SPDR S&P 400 MIDCAPMDY13,102$7.5M0.33%
50iSHARES EAFE VALUE ETF464288877125,218$7.2M0.32%
51ALPHABET A38259P50843,074$7.1M0.32%
52DOW CHEMICALDOW128,872$7.0M0.31%
53iSHARES EMERGING MARKETS464287234138,050$6.3M0.28%
54iSHARES SHORT MATURITY BOND46431W507122,550$6.3M0.28%
55KKR & COKKRT45,000$5.9M0.26%
56AIR PRODS & CHEMSAIIR17,654$5.3M0.23%
57VANGUARD DIV. APPRECIATION ETF92190884426,412$5.2M0.23%
58AGNICO EAGLEAEM63,500$5.1M0.23%
59IBMINTR23,107$5.1M0.23%
60ISHARES U.S. TECH ETF46428772133,100$5.0M0.22%
61COMMSCOPEVISN758,200$4.6M0.21%
62SPDR-TECHNOLOGY81369Y80320,140$4.5M0.20%
63SPDR SHORT-TERM CORPORATE BOND78464A474124,750$3.8M0.17%
64TETRA TECH INCTTEK76,000$3.6M0.16%
65NUVEEN ESG LARGE CAP VALUENU85,000$3.5M0.16%
66iSHARES DEVELOPED MARKETS46428746540,000$3.3M0.15%
67SCHWAB U.S. LARGE-CAP ETF80852430043,170$2.9M0.13%
68MASTERCARD INCMA5,723$2.8M0.13%
69SPDR S&P 500 ETFSPY4,753$2.7M0.12%
70CATERPILLAR INCCAT6,800$2.7M0.12%
71FARMERS NATIONAL BANC COMFMNB173,867$2.6M0.12%
72VANGUARD WINDSOR-ADM92201840330,426$2.4M0.11%
73VANGUARD S&P 500 ETF9229083634,614$2.4M0.11%
74FORIAN INC COMFORA1,100,000$2.4M0.11%
75UNITED BANKSHARESUNTCW60,110$2.2M0.10%
76PROCTER & GAMBLE74271810912,262$2.1M0.09%
77VANGUARD S-T TIPS92202080542,850$2.1M0.09%
78VANGUARD TOTAL INTL. ETF92204277530,959$2.0M0.09%
79LYFT INCLYFT147,973$1.9M0.08%
80SCHWAB U.S. MID CAP80852450822,487$1.9M0.08%
81CENCORACOR8,187$1.8M0.08%
82VANGUARD GROWTH9229087364,658$1.8M0.08%
83SPDR S&P BIOTECH78464A87017,965$1.8M0.08%
84PIMCO ENHANCED SHORT MATURITY72201R83317,410$1.8M0.08%
85COCA COLA COKO24,110$1.7M0.08%
86VANGUARD INTER-TERM CORP BOND92206C87020,670$1.7M0.08%
87VANGUARD INDEX FDS MCAP VL IDX92290851210,285$1.7M0.08%
88VANGUARD LARGE CAP ETF9229086376,492$1.7M0.08%
89ANTERO RES CORPAR59,000$1.7M0.08%
90HOME DEPOT INC.HD4,065$1.6M0.07%
91PEPSICO INCPEP9,182$1.6M0.07%
92ISHARES S&P SMALL-CAP ETF46428780412,812$1.5M0.07%
93TWILIO INCTWLO22,500$1.5M0.07%
94iSHARES ESG 1-5 YR CORPORATE46435G24355,000$1.4M0.06%
95SCHWAB U.S. BROAD MARKET80852410220,651$1.4M0.06%
96SPDR SHORT TERM MUNICIPAL78468r73928,500$1.4M0.06%
97ABBOTT LABSABLZF10,732$1.2M0.05%
98CITIZENS FINLCIA28,148$1.2M0.05%
99CHECK POINT SOFTWARECHKP5,963$1.1M0.05%
100VISA INC CL AV4,123$1.1M0.05%
101PARKER HANNIFINPH1,792$1.1M0.05%
102EXXON MOBILXOM9,527$1.1M0.05%
103SYNOPSYS INCSNPS2,200$1.1M0.05%
104FEDERATED HERMESFHI30,054$1.1M0.05%
105META PLATFORMS INC CL AMETA1,917$1.1M0.05%
106iSHARES ESG AWARE EMERGING MKT46434G86330,000$1.1M0.05%
107VANGUARD EUROPE ETF92204287415,300$1.1M0.05%
108TESLA MOTORSTSLA4,157$1.1M0.05%
109iSHARES RUSSELL 1000 VALUE4642875985,358$1.0M0.05%
110LOWE'S COMPANIES5486611073,750$1.0M0.05%
111PNC FINANCIAL6934751055,206$962,3290.04%
112NEUBERGER BRMN. MLP INCOME64129H104115,000$943,0000.04%
113TRUIST FINL CORP89832Q10921,500$919,5550.04%
114MERCK & CO. INC.MRK8,045$913,5900.04%
115M & T BK CORP COM55261F1045,100$908,4120.04%
116SALESFORCE.COMCRM3,305$904,6120.04%
117ISHARES TR S&P 500 INDEX4642872001,393$803,4450.04%
118RAYMOND JAMES FINL7547301096,250$765,3750.03%
119SAMSARA INCIOT15,000$721,8000.03%
120HENRY SCHEINHSIC9,582$698,5280.03%
121LINDE PLCLIN1,460$696,2160.03%
122iSHARES PREFERRED STOCK46428868720,500$681,2150.03%
123ISHARES RUSSELL 1000 ETF4642876222,100$660,2190.03%
124BANK OF AMERICA06050510416,500$654,7200.03%
125DFA SMALL CAP ETF23320384310,000$648,6000.03%
126SPDR SERIES TRUST SPDR BLOOMBE78468R6636,900$633,4890.03%
127SCHWAB S&P 500 INDEX8085098556,867$612,6110.03%
128AURORA INNOVATION INC CLASS AAUROW103,313$611,6130.03%
129QURATE RETAIL INC. QVC GROUP74915m1001,000,000$610,1000.03%
130WISDOMTREE LARGECAP DIVWT7,743$608,2810.03%
131COINBASE GLOBALCOIN3,300$587,9610.03%
132NETFLIX INC.NFLX767$544,0100.02%
133ISHARES RUSSELL 2000 INDEX4642876552,443$539,5690.02%
134iSHARES S&P 500 GROWTH4642873095,534$529,8800.02%
135AUTOMATIC DATA PROCESSINGADP1,760$487,0450.02%
136ISHARES GOLD TRUSTIAU9,728$483,4820.02%
137HUBSPOT INC438516106900$478,4400.02%
138VANGUARD SMALL CAP VALUE ETF9229086112,371$476,0490.02%
139ALTRIA GROUP INC.MO9,318$475,5910.02%
140UNITEDHEALTH GROUPUNH790$461,8970.02%
141BOX INC CL ABXCAP14,000$458,2200.02%
142ISHARES CORE S&P MID-CAP ETF4642875077,255$452,1320.02%
143GENERAL ELECTRICGE2,388$450,3700.02%
144AMGEN INCAMGN1,380$444,6500.02%
145SPDR S&P 400 MID CAP VALUE78464A8395,111$406,1200.02%
146DIMENSIONAL ETF TRUST US TARGE25434V6097,188$399,8670.02%
147F M C CORPFMC6,014$396,5630.02%
148SKYWORKS SOLUTIONS INC.SWKS4,000$395,0800.02%
149ABBVIE INC.ABBV1,976$390,2200.02%
150CONOCOPHILLIPSCOP3,568$375,6390.02%
151COSTCO WHOLESALE22160K105418$370,5650.02%
152KENNAMETAL INC COMKMT13,733$356,0970.02%
153IRONWOOD INSTL MLT STR INT463323105289$346,0940.02%
154THERMO FISHER SCIENTIFICTMO552$341,4510.02%
155D R HORTONFOR1,750$333,8470.01%
156ATARA BIOTHERAPEUTICS COM NEWATRA40,000$325,2000.01%
157NIKE INC. CL BNKE3,613$319,3890.01%
158TOAST INC CL ATOST11,000$311,4100.01%
159DANAHER CORP.2358511021,101$306,1000.01%
160J P MORGAN EXCHANGE TR EQUITY46641Q3325,021$298,7830.01%
161NUVEEN NY AMT-FREE MUNNU26,000$291,2000.01%
162WAL-MART STORESWMT3,477$280,7500.01%
163iSHARES DIVIDEND4642871682,041$275,6780.01%
164MONDELEZ INTL6092071053,524$259,6130.01%
165COLGATE PALMOLIVE COCL2,500$259,5250.01%
166SCHLUMBERGERSLB5,897$247,3790.01%
167REPUBLIC SVCS INC7607591001,200$241,0080.01%
168VANGUARD INTL. HIGH DIVIDEND E9219467943,200$234,9440.01%
169FORTUNE BRANDS INNOVAT COMFBIN2,530$226,5110.01%
170CNO FINANCIAL12621E1036,423$225,4530.01%
171AFLAC INCAFL2,000$223,6000.01%
172ON SEMION3,070$222,9130.01%
173NUVEEN MUNI VALUENU24,500$220,9900.01%
174UNITED PARCEL SERVICE-CL BUPS1,581$215,5540.01%
175PPG INDUSTRIES6935061071,568$207,6970.01%
176VANECK VECTORS PFD. SEC. EX-FI92189F42910,000$182,6000.01%
177PHATHOM PHARM.PHAT10,000$180,8000.01%
178PUTNAM MUNI OPPORT TRUST74692210312,500$136,2500.01%
179PARAMOUNT GLOBAL92556H20612,360$131,2630.01%
180NUVEEN ARIZONA QLTY MUNINU10,000$118,2000.01%
181VYNE THERAP.VYNE36,472$68,5670.00%
182PLANET LABSPL-WT30,000$66,9000.00%
183WASATCH FDS TR INT OPPTY INST93679368611,978$39,7670.00%
184ANIXA BIOSCIENCES INC COMANIX10,000$31,5000.00%