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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

DAVIDSON TRUST CO

Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001133119-24-000006

Total Value
$194.6M
Positions
236
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (236)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT35,040$15.1M7.75%
2APPLE INCAAPL58,459$13.6M7.00%
3ABBVIE INC COMABBV40,473$8.0M4.11%
4COSTCO WHOLESALE CORP22160K1055,288$4.7M2.41%
5ABBOTT LABORATORIESABLZF37,851$4.3M2.22%
6EXXON MOBIL CORPXOM32,930$3.9M1.98%
7VANGUARD VALUE ETF92290874422,078$3.9M1.98%
8ISHARES CORE S&P 500 (MKT) ETF4642872006,663$3.8M1.97%
9CHEVRON CORPCVX25,694$3.8M1.94%
10JOHNSON AND JOHNSONJNJ23,049$3.7M1.92%
11VANGUARD GROWTH ETF (MKT)9229087369,723$3.7M1.92%
12ISHARES RUSSELL MID-CAP (MKT)46428749941,139$3.6M1.86%
13PROCTER & GAMBLE CO74271810919,259$3.3M1.71%
14ISHARES RUSSELL 2000 (MKT)46428765513,431$3.0M1.52%
15ISHARES CORE MSCI TOT INTL STOC46432F83436,226$2.6M1.35%
16VANGUARD HIGH DIVIDEND YIELD ET92194640620,321$2.6M1.34%
17JPMORGAN CHASE & CO COMVYLD12,352$2.6M1.34%
18SPDR S&P MIDCAP 400 (MKT)MDY4,495$2.6M1.32%
19AUTOMATIC DATA PROCESSING INCADP8,525$2.4M1.21%
20ISHARES CORE US AGGREGATE BOND46428722622,953$2.3M1.19%
21BERKSHIRE HATHAWAY INC BBRK-A4,908$2.3M1.16%
22CHUBB LIMITEDCB7,590$2.2M1.12%
23SPDR S&P 500 (MKT)SPY3,649$2.1M1.08%
24SCHWAB U S LARGE CAP ETF80852420128,536$1.9M0.99%
25RAYTHEON TECHS CORPRTX15,739$1.9M0.98%
26NUVEEN CALIFORNIA QUALITY MUNINU148,098$1.8M0.90%
27NIKE INC CL BNKE18,737$1.7M0.85%
28VANGUARD LARGE CAP ETF9229086376,256$1.6M0.85%
29COCA COLA COKO22,882$1.6M0.84%
30ISHARES MSCI EAFE (MKT)46428746519,338$1.6M0.83%
31NEXTERA ENERGY INCNEE-PW18,773$1.6M0.82%
32VANGUARD TOTAL STOCK MARKET ETF9229087695,588$1.6M0.81%
33SCHWAB U S DIVIDEND EQUITY ETF80852479718,145$1.5M0.79%
34ALPHABET INC CAP STK CL CGOOG9,167$1.5M0.79%
35DISNEY WALT CO25468710615,884$1.5M0.78%
36ALPHABET INC CAP STK CL AGOOG8,630$1.4M0.74%
37VANGUARD FTSE DEVELOPED MARKETS92194385827,033$1.4M0.73%
38MICROSOFT CORPMSFT3,302$1.4M0.73%
39PEPSICO INCPEP7,941$1.4M0.69%
40BROADCOM INCAVGO7,075$1.2M0.63%
41WELLS FARGO & COMPANY94974610120,559$1.2M0.60%
42SPDR SERIES TRUST SPDR DOW JONE78464A60710,651$1.1M0.58%
43VISA INC CL AV4,123$1.1M0.58%
44AMAZON.COM INCAMZN5,972$1.1M0.57%
45MCDONALDS CORPMCD3,640$1.1M0.57%
46VANGUARD RUSSELL 1000 GROWTH IN92206C68011,146$1.1M0.55%
47VANGUARD FTSE EMERGING MKTS ETF92204285822,028$1.1M0.54%
48NOVARTIS AG ADRNVSEF9,119$1.0M0.54%
49LOWES COMPANIES INC5486611073,781$1.0M0.53%
50VANGUARD RUSSELL 1000 VALUE IND92206C71412,097$1.0M0.52%
51QUALCOMM INCQCOM5,698$968,9450.50%
52S&P GLOBAL INCSPGI1,832$946,4480.49%
53HONEYWELL INTERNATIONAL INC4385161064,549$940,3240.48%
54PFIZER INCPFE30,803$891,4390.46%
55ISHARES CORE MSCI EAFE ETF46432F84211,373$887,5990.46%
56DEERE & COMPANYDE2,092$873,0540.45%
57CUMMINS INCCMI2,692$871,6430.45%
58ORACLE CORPORCL-PD4,986$849,6140.44%
59US BANCORPUSB-PS17,574$803,6590.41%
60ISHARES RUSSELL 2000 GROWTH4642876482,766$785,0490.40%
61MERCK & CO INCMRK6,890$782,4280.40%
62CSX CORPCSX22,340$771,4000.40%
63SPDR PORT INTERMEDIATE TERM COR78464A37521,417$721,8970.37%
64LINDE PLCLIN1,497$713,8590.37%
65ISHARES CORE S&P MID CAP ETF46428750711,383$709,4150.36%
66ACCENTURE PLC IRELAND CL AACN1,964$694,2350.36%
67ISHARES CORE MSCI EMERGING MKTS46434G10311,917$684,1670.35%
68SCHWAB US SMALL CAP ETF80852460712,794$658,8910.34%
69ECOLAB INCECL2,556$652,6230.34%
70THERMO FISHER SCIENTIFIC INCTMO1,042$644,5500.33%
71CISCO SYSTEMS INCCSCO11,952$636,0850.33%
72ISHARES MSCI EMG MKT ETF46428723413,680$627,3970.32%
73ISHARES BROAD USD INVT GRADE CO46428862011,809$620,9690.32%
74ISHARES S&P MID-CAP 400 VALUE4642877055,018$620,3410.32%
75BRISTOL-MYERS SQUIBB COCELG-RI11,982$619,9490.32%
76ALTRIA GROUP INCMO11,953$610,0810.31%
77TARGET CORPTGT3,894$606,9190.31%
78INTERNATIONAL BUSINESS MACHINESINTR2,717$600,6740.31%
79TESLA INCTSLA2,280$596,5160.31%
80VANGUARD SHORT-TERM BOND ETF9219378277,556$594,6730.31%
81VANGUARD MID CAP ETF9229086292,246$592,4710.30%
82VANGUARD HIGH DIVIDEND YIELD ET9219464064,574$586,3730.30%
83BECTON DICKINSON & COBDX2,289$551,8780.28%
84ISHARES NATIONAL AMT-FREE MUNI4642884145,000$543,1500.28%
85GENERAL ELECTRIC CO3696043012,871$541,4130.28%
86MCKESSON CORPMCK1,074$531,0070.27%
87VERIZON COMMUNICATIONS INCVZ11,672$524,1900.27%
88MASTERCARD INC CLASS AMA1,047$517,0090.27%
89VANGUARD S&P 500 INDEX ETF922908363947$499,7330.26%
90ISHARES 3-7 YEAR TREASURY BOND4642886614,172$498,9360.26%
91ISHARES S&P MIDCAP 400 GROWTH E4642876065,380$494,6530.25%
92HARLEY DAVIDSON INCHOG12,700$489,3310.25%
93ISHARES MSCI USA QUALITY FACTOR46432F3392,699$483,8220.25%
94SUNOCO LTD PARTNERSHIPSUN9,000$483,1200.25%
95BOEING COBA-PA3,177$483,0310.25%
96ELI LILLY & COLLY538$476,6360.24%
97AMGEN INCAMGN1,469$473,3260.24%
98EXPEDITORS INTERNATIONAL3021301093,575$469,7550.24%
99CATERPILLAR INCCAT1,167$456,4370.23%
100STARBUCKS CORPSBUX4,499$438,6080.23%
101APPLE INCAAPL1,873$436,4090.22%
102META PLATFORMS INCMETA740$423,6060.22%
103FIRST TR LOW DUR OPPORTUNITES E33739Q2008,561$422,9990.22%
104VANGUARD DIVIDEND APPREC IDX ET9219088442,123$420,4810.22%
105VANGUARD REIT ETF (MKT)9229085534,256$414,6200.21%
106ZOETIS INCZTS2,068$404,0460.21%
107ISHARES RUSSELL 2000 VALUE4642876302,371$395,7470.20%
108AUTOMATIC DATA PROCESSING INCADP1,416$391,8500.20%
109FEDEX CORPFDX1,420$388,6260.20%
110VANGUARD RUSSELL 2000 INDEX FD92206C6644,340$387,7990.20%
111CANADIAN PACIFIC KANSAS CITY LTCP4,516$386,2990.20%
112PHILIP MORRIS INTL INC7181721093,119$378,6470.19%
113ISHARES RUSSELL MID-CAP VALUE4642874732,839$375,4580.19%
114PIMCO CALIFORNIA MUNI INCOME FU72200N10637,440$372,9020.19%
115SUN LIFE FINANCIAL INCSUNFF6,383$370,3420.19%
116SCHWAB U S DIVIDEND EQUITY ETF8085247974,294$362,9800.19%
117AMERICAN EXPRESS COAXP1,314$356,3570.18%
118CVS HEALTH CORPORATIONCVS5,608$352,6310.18%
119PHILLIPS 66PSX2,576$338,6150.17%
120CAPITAL GROUP CORE PLUS INCOME14020Y10214,349$331,7490.17%
121ISHARES RUSSELL 1000 GROWTH464287614881$330,7000.17%
122SEMPRA ENERGYSREA3,850$321,9760.17%
123COMCAST CORP CLASS ACCZ7,452$311,2700.16%
124INVESCO FTSE RAFI US 1000 ETFIVZ7,615$309,3520.16%
125VANGUARD MEGA CAP GROWTH ETF921910816960$309,0720.16%
126INTEL CORPINTC13,071$306,6460.16%
127ALLSTATE CORPALL-PJ1,602$303,8190.16%
128HOME DEPOT INCHD745$301,8740.16%
129CAMDEN PROPERTY TRUST (REIT)1331311022,435$300,7960.15%
130ISHARES BROAD USD HIGH YIELD CO46435U8537,950$299,3480.15%
131CARRIER GLOBAL CORPCARR3,718$299,2620.15%
132UNITED PARCEL SERVICE CL BUPS2,156$293,9490.15%
133BLACKROCK INCBLK308$292,4490.15%
134KELLANOVABEKE3,553$286,7630.15%
135WALMART INCWMT3,551$286,7430.15%
136EXXON MOBIL CORPXOM2,376$278,5150.14%
137HEALTH CARE SELECT SECTOR SPDRR81369Y2091,756$270,4590.14%
138COLGATE-PALMOLIVE COCL2,571$266,8960.14%
139DELEK LOGISTICS PARTNERS LPDKL6,100$266,6920.14%
140LINDE PLCLIN550$262,2730.13%
141MONDELEZ INTL INC CL A6092071053,482$256,5190.13%
142JPMORGAN CHASE & CO COMVYLD1,213$255,7730.13%
143SARATOGA INVESTMENT CORP NEW80349A20811,000$255,0900.13%
144COSTCO WHOLESALE CORP22160K105285$252,6580.13%
145NORFOLK SOUTHERN CORP6558441081,000$248,5000.13%
146ISHARES S&P 500 GROWTH ETF4642873092,589$247,8970.13%
147MCCORMICK & CO INCMKC-V3,000$246,9000.13%
148ALLIANCE BERNSTEIN HOLDING LP U01881G1067,000$244,2300.13%
149ISHARES TIPS BOND (MKT)4642871762,150$237,5110.12%
150UNITEDHEALTH GROUP INCUNH403$235,6260.12%
151SPDR S&P 500 (MKT)SPY400$229,5040.12%
152FORTUNE BRANDS HOME & SEC INCFBIN2,528$226,3320.12%
153VANGUARD MEGA CAP INDEX ETF9219108731,091$225,4440.12%
154JOHNSON AND JOHNSONJNJ1,377$223,1570.11%
155MCDONALDS CORPMCD710$216,2020.11%
156PEPSICO INCPEP1,246$211,8820.11%
157WELLS FARGO & COMPANY9497461013,700$209,0130.11%
158BANK OF AMERICA CORP0605051045,243$208,0420.11%
159INVESCO SENIOR LOAN ETFIVZ9,836$206,6440.11%
160ISHARES SELECT DIVIDEND (MKT)4642871681,519$205,1710.11%
161CINCINNATI FINANCIAL CORP1720621011,504$204,7240.11%
162WEYERHAEUSER COWY5,665$191,8170.10%
163ANALOG DEVICES INCADI823$189,4300.10%
164SPDR SERIES TRUST SPDR S&P78464A7631,297$184,2260.09%
165ABBVIE INC COMABBV930$183,6560.09%
1663M COMMM1,331$181,9480.09%
167NEXTERA ENERGY INCNEE-PW2,112$178,5270.09%
168STATE STREET CORPORATIONSTT-PG1,979$175,0820.09%
169PROCTER & GAMBLE CO7427181091,005$174,0660.09%
170CISCO SYSTEMS INCCSCO3,200$170,3040.09%
171GENERAL MILLS INC3703341042,278$168,2300.09%
172ISHARES RUSSELL MID-CAP (MKT)4642874991,832$161,4720.08%
173AT&T INCT-PC7,216$158,7520.08%
174KIMBERLY-CLARK CORPKMB1,036$147,4020.08%
175SPDR SERIES TRUST SPDR DOW JONE78464A6071,348$143,8720.07%
176RAYTHEON TECHS CORPRTX1,173$142,1210.07%
177INTERNATIONAL BUSINESS MACHINESINTR625$138,1750.07%
178ORACLE CORPORCL-PD800$136,3200.07%
179S&P GLOBAL INCSPGI257$132,7710.07%
180BECTON DICKINSON & COBDX550$132,6050.07%
1813M COMMM931$127,2680.07%
182GENERAL MILLS INC3703341041,700$125,5450.06%
183NOVARTIS AG ADRNVSEF1,082$124,4520.06%
184WALMART INCWMT1,506$121,6100.06%
185ISHARES CORE MSCI TOT INTL STOC46432F8341,530$111,1360.06%
186VANGUARD VALUE ETF922908744635$110,7960.06%
187PFIZER INCPFE3,791$109,7120.06%
188AMGEN INCAMGN335$107,9400.06%
189ISHARES RUSSELL 2000 GROWTH464287648358$101,7810.05%
190KNOT OFFSHORE PARTNERS LPKNOP13,800$94,5300.05%
191ABBOTT LABORATORIESABLZF810$92,3480.05%
192ISHARES MSCI EAFE (MKT)4642874651,095$91,5750.05%
193ALPHABET INC CAP STK CL CGOOG540$90,2830.05%
194ISHARES RUSSELL 2000 VALUE464287630537$89,6560.05%
195AT&T INCT-PC3,667$80,6740.04%
196ISHARES RUSSELL 1000 GROWTH464287614212$79,6480.04%
197CHUBB LIMITEDCB275$79,3070.04%
198VERIZON COMMUNICATIONS INCVZ1,691$75,9430.04%
199WEYERHAEUSER COWY2,078$70,3610.04%
200KIMBERLY-CLARK CORPKMB475$67,5830.03%
201LOWES COMPANIES INC548661107243$65,8170.03%
202ACCENTURE PLC IRELAND CL AACN185$65,3940.03%
203CUMMINS INCCMI200$64,7580.03%
204BROADCOM INCAVGO363$62,6180.03%
205CHEVRON CORPCVX414$60,9700.03%
206ECOLAB INCECL238$60,7690.03%
207CATERPILLAR INCCAT155$60,6240.03%
208PHILLIPS 66PSX460$60,4670.03%
209STATE STREET CORPORATIONSTT-PG632$55,9130.03%
210ALPHABET INC CAP STK CL AGOOG300$49,7550.03%
211COCA COLA COKO650$46,7090.02%
212SPDR SERIES TRUST SPDR S&P78464A763300$42,6120.02%
213VANGUARD FTSE EMERGING MKTS ETF922042858791$37,8490.02%
214AMAZON.COM INCAMZN200$37,2660.02%
215ZOETIS INCZTS190$37,1220.02%
216CAMDEN PROPERTY TRUST (REIT)133131102300$37,0590.02%
217ANALOG DEVICES INCADI160$36,8270.02%
218AMERICAN EXPRESS COAXP135$36,6120.02%
219FEDEX CORPFDX125$34,2100.02%
220ISHARES SELECT DIVIDEND (MKT)464287168250$33,7680.02%
221HOME DEPOT INCHD80$32,4160.02%
222CARRIER GLOBAL CORPCARR395$31,7940.02%
223TARGET CORPTGT200$31,1720.02%
224BRISTOL-MYERS SQUIBB COCELG-RI575$29,7510.02%
225UNITED PARCEL SERVICE CL BUPS209$28,4950.01%
226ISHARES S&P MID-CAP 400 VALUE464287705229$28,3550.01%
227ISHARES S&P MIDCAP 400 GROWTH E464287606294$27,0350.01%
228COLGATE-PALMOLIVE COCL230$23,8760.01%
229BANK OF AMERICA CORP060505104539$21,3880.01%
230MERCK & CO INCMRK180$20,4410.01%
231PHILIP MORRIS INTL INC718172109156$18,9380.01%
232COMCAST CORP CLASS ACCZ399$16,6660.01%
233GENERAL ELECTRIC CO36960430149$9,2400.00%
234INTEL CORPINTC380$8,9150.00%
235MONDELEZ INTL INC CL A60920710560$4,4200.00%
236DISNEY WALT CO25468710620$1,9240.00%