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

Rathbones Group Plc

Quarter ended Q3 2023 · Filed August 4, 2023 · Accession 0001140361-23-037982

Total Value
$10.72B
Positions
411
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (411)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP USD 0.00000625 Common StockMSFT2,087,579$710.9M6.63%
2VISA INC USD0.0001 Common StockV2,359,564$560.3M5.23%
3APPLE INC NPV Common StockAAPL1,920,624$372.5M3.48%
4AMAZON COM INC USD0.01 Common StockAMZN2,699,388$351.9M3.28%
5ALPHABET INC USD0.001 Cls A Common StockGOOG2,779,369$332.7M3.10%
6COCA-COLA CO USD0.25 Common StockKO4,780,784$287.9M2.69%
7ACCENTURE PLC New A Class SharesACN915,425$282.5M2.64%
8BERKSHIRE HATHAWAY INC USD0.0033 Cls B Common StockBRK-A745,427$254.2M2.37%
9ABBOTT LABORATORIES NPV Common StockABLZF1,953,771$213.0M1.99%
10LINDE PLC EUR0.001 Common SharesLIN529,251$201.7M1.88%
11MASTERCARD INC USD0.0001 Class A Common StockMA476,506$187.4M1.75%
12NVIDIA CORP USD0.001 Common StockNVDA441,767$186.9M1.74%
13CME GROUP INC USD0.01 Cls A Common StockCME973,767$180.4M1.68%
14JP MORGAN CHASE & CO USD1 Common StockVYLD1,216,124$176.9M1.65%
15COSTCO CORP NPV Common Stock22160K105303,599$163.5M1.53%
16AMPHENOL CORP USD0.001 Cls A Common Stock0320951011,843,549$156.6M1.46%
17DEXCOM INC USD0.001 Common StockDXCM1,141,344$146.7M1.37%
18ALPHABET INC USD0.001 Cls C Common StockGOOG1,185,091$143.4M1.34%
19DEERE & CO USD1 Common StockDE349,128$141.5M1.32%
20THERMO FISHER SCIENTIFIC INC USD1 Common StockTMO269,632$140.7M1.31%
21JOHNSON & JOHNSON USD1 Common StockJNJ759,165$125.7M1.17%
22HOME DEPOT INC USD0.05 Common StockHD400,724$124.5M1.16%
23S&P GLOBAL INC USD1 Common StockSPGI291,712$116.9M1.09%
24EQUINIX INC USD0.001 New Common StockEQIX148,491$116.4M1.09%
25ESTEE LAUDER COS USD0.01 Class A Common Stock518439104569,283$111.8M1.04%
26BOSTON SCIENTIFIC USD0.01 Common StockBSX2,001,858$108.3M1.01%
27ADOBE INC NPV Common StockADBE221,295$108.2M1.01%
28IDEXX LABORATORIES INC USD0.10 Common Stock45168D104209,566$105.3M0.98%
29INTUIT INC USD0.01 Common StockINTU229,424$105.1M0.98%
30MONDELEZ INTL INC USD0.01 Common Stock6092071051,358,791$99.1M0.92%
31MERCK & CO INC USD0.50 Common StockMRK853,597$98.5M0.92%
32MARTIN MARIETTA MATERIALS USD0.01 Common Stock573284106212,375$98.1M0.92%
33WASTE CONNECTIONS INC NPV Common StockWCN680,586$97.3M0.91%
34HONEYWELL INTL INC USD1 Common Stock438516106466,187$96.7M0.90%
35TJX COMPANIES INC NPV Common Stock8725401091,089,986$92.4M0.86%
36INTUITIVE SURGICAL INC USD0.001 Common StockISRG256,886$87.8M0.82%
37CINTAS CORP NPV Common StockCTAS171,628$85.3M0.80%
38ROLLINS INC USD1 Common StockROL1,991,796$85.3M0.80%
39APTIV PLC USD0.01 Common StockAPTV829,471$84.7M0.79%
40WAL-MART STORES INC USD0.1 Common StockWMT517,861$81.4M0.76%
41MCDONALD'S CORP USD0.01 Common StockMCD271,912$81.1M0.76%
42LIBERTY MEDIA CORP USD0.01 Ser C Media Com StkFWONB1,045,738$78.7M0.73%
43HUNT (JB) TRANSPORT SVCS INC USD0.01 Common Stock445658107417,721$75.6M0.71%
44COSTAR GROUP INC USD0.01 Common StockCSGP838,214$74.6M0.70%
45BROADRIDGE FINANCIAL SOLUTIONS USD0.01 Common Stock11133T103439,495$72.8M0.68%
46SHERWIN-WILLIAMS USD1 Common StockSHW266,874$70.9M0.66%
47EQUIFAX INC USD1.25 Common StockEFX293,126$69.0M0.64%
48MONSTER BEVERAGE CORP USD0.005 Common StockMNST1,177,182$67.6M0.63%
49PROCTER & GAMBLE CO NPV Common Stock742718109429,998$65.2M0.61%
50VERISK ANALYTICS INC USD0.001 Common StockVRSK270,798$61.2M0.57%
51CHUBB LTD CHF24.15 Ordinary SharesCB314,314$60.5M0.56%
52SCHLUMBERGER LTD USD0.01 Common StockSLB1,166,043$57.3M0.53%
53SCHWAB (CHARLES) CORP USD0.01 Common StockSCHW-PJ972,666$55.1M0.51%
54EDWARDS LIFESCIENCES CORP USD1 Common StockEW577,863$54.5M0.51%
55ANSYS INC USD0.01 Common Stock03662Q105159,133$52.6M0.49%
56NIKE INC NPV Cls B Common StockNKE456,563$50.4M0.47%
57SHOPIFY INC NPV Sub-Vtg Cls A Common StockSHOP769,717$49.7M0.46%
58CADENCE DESIGN SYSTEMS INC USD0.01 Common StockCDNS207,276$48.6M0.45%
59LOCKHEED MARTIN CO USD1 Common StockLMT103,890$47.8M0.45%
60PALO ALTO NETWORKS INC USD0.0001 Common StockPANW186,559$47.7M0.44%
61WALT DISNEY (HLDGS) CO USD0.1 Common Stock254687106529,187$47.2M0.44%
62WASTE MANAGEMENT INC NPV Common Stock94106L109264,761$45.9M0.43%
63PEPSICO INC USD0.016666 CapPEP246,724$45.7M0.43%
64COOPER COS INC USD0.10 Common Stock216648402118,740$45.5M0.42%
65DISCOVER FINANCIAL SERVICES USD0.01 Common Stock254709108386,134$45.1M0.42%
66TAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share874039100432,606$43.7M0.41%
67AUTODESK INC NPV Common StockADSK209,181$42.8M0.40%
68MORGAN STANLEY USD0.01 Common StockMS-PQ498,648$42.6M0.40%
69US BANCORP DEL USD0.01 Common StockUSB-PS1,282,298$42.4M0.40%
70CANADIAN PAC KANSAS CITY LTD NPV Common StockCP514,525$41.6M0.39%
71ECOLAB INC USD1 Common StockECL218,273$40.7M0.38%
72BANK OF AMERICA CORP NPV Common Stock0605051041,417,826$40.7M0.38%
73BOOKING HOLDINGS INC USD0.008 Common StockBKNG14,996$40.5M0.38%
74WEC ENERGY GROUP INC USD0.01 Common StockWEC458,595$40.5M0.38%
75AMER TOWER CORP USD0.01 New Common Stock03027X100207,752$40.3M0.38%
76ZEBRA TECHNOLOGIES USD0.01 Class A Common StockZBRA134,743$39.9M0.37%
77META PLATFORMS INC USD0.000006 Cls A Common StockMETA136,801$39.3M0.37%
78ULTA BEAUTY INC USD0.01 Common StockULTA82,476$38.8M0.36%
79SPDR GOLD TRUST NPV Shares ETFGLD213,424$38.0M0.36%
80BOISE CASCADE COMPANY USD0.01 Common StockBCC413,802$37.4M0.35%
81CHEVRON CORP USD0.75 Common StockCVX231,086$36.4M0.34%
82CITIGROUP INC USD0.01 Common StockC-PR780,758$35.9M0.34%
83OTIS WORLDWIDE CORP USD0.01 Common Stock (WI)OTIS402,307$35.8M0.33%
84TREX COMPANY INC USD0.01 Common StockTREX543,798$35.7M0.33%
85XYLEM INC USD0.01 Common StockXYL312,877$35.2M0.33%
86CATERPILLAR INC USD1 Common StockCAT139,756$34.4M0.32%
87BECTON DICKINSON & CO NPV Common StockBDX116,404$30.7M0.29%
88EXXON MOBIL CORP NPV Common StockXOM269,395$28.9M0.27%
89ALTRIA GROUP INC USD0.333333 Common StockMO627,832$28.4M0.27%
90VANGUARD INDEX FUNDS S&P 500 ETF (USD)92290836365,602$26.7M0.25%
91LILLY (ELI) & CO NPV Common StockLLY56,419$26.5M0.25%
92GALLAGHER AJ & CO USD1 Common Stock363576109117,795$25.9M0.24%
93YUM CHINA HOLDINGS INC USD0.01 Common StockYUMC450,320$25.4M0.24%
94ADVANCED DRAINAGE SYSTEM INC USD0.01 Common Stock00790R104221,609$25.2M0.24%
95RAYTHEON TECHNOLOGIES CORP USD1.00 Common StockRTX254,842$25.0M0.23%
96ACTIVISION BLIZZARD INC USD0.000001 Common Stock00507V109291,422$24.6M0.23%
97BOOZ ALLEN HAMILTON HLDG CORP USD0.01 Class A Common StockBAH211,737$23.6M0.22%
98FREEPORT-MCMORAN INC USD0.10 Common StockFCX569,656$22.8M0.21%
99NEXTERA ENERGY INC USD0.01 Common StockNEE-PW306,218$22.7M0.21%
100STERIS PLC USD0.001 Ordinary SharesSTE98,566$22.2M0.21%
101GENERAL ELECTRIC CORP USD0.01 Com Stock (P/R Split)369604301198,077$21.8M0.20%
102ZOETIS INC USD0.01 Cls A Common StockZTS120,666$20.8M0.19%
103DOLLAR GENERAL CORP USD0.875 Common Stock256677105121,744$20.7M0.19%
104PAYPAL HOLDINGS INC USD0.0001 Common StockPYPL305,057$20.4M0.19%
105MARSH & MCLENNAN CO INC USD1 Common Stock571748102100,054$18.8M0.18%
106FMC CORP USD0.10 Common StockFMC176,887$18.5M0.17%
107PFIZER INC USD0.05 Common StockPFE492,249$18.1M0.17%
108SPDR SERIES TRUST S&P 500 ETF TrustSPY40,465$17.9M0.17%
109VERIZON COMMS INC NPV Common StockVZ478,734$17.8M0.17%
110TESLA INC USD0.001 Common StockTSLA62,097$16.3M0.15%
111MARVELL TECHNOLOGY INC USD0.002 Common StockMRVL270,292$16.2M0.15%
112COLGATE-PALMOLIVE CO NPV Common StockCL208,429$16.1M0.15%
113QUALCOMM INC USD0.001 Common StockQCOM127,578$15.2M0.14%
114SPDR SERIES TRUST S&P Fossil Fuel Res Free ETF78468R796418,971$15.2M0.14%
115ROYAL BANK OF CANADA NPV Common Stock780087102153,733$14.7M0.14%
116TRANE TECHNOLOGIES PLC USD1 Common StockTT73,851$14.1M0.13%
117SYSCO CORP NPV Common StockSYY187,207$13.9M0.13%
118NETFLIX COM INC USD0.001 Common StockNFLX28,660$12.6M0.12%
119ABBVIE INC USD0.01 Common StockABBV92,926$12.5M0.12%
120JOHNSON CONTROLS INTL USD1 Common StockG51502105180,807$12.3M0.11%
121TAKE TWO INTERACTIVE INC USD0.01 Common StockTTWO77,654$11.4M0.11%
122HANNON ARMSTRONG SUST INFRA USD0.01 Common Stock41068X100445,240$11.1M0.10%
123ALIGN TECHNOLOGY INC USD0.0001 Common StockALGN30,854$10.9M0.10%
124ELECTRONIC ARTS INC USD0.01 Common StockEA83,394$10.8M0.10%
125VANGUARD INTL EQUITY FTSE Pacific ETF922042866139,111$9.7M0.09%
126VANGUARD INTL EQUITY FTSE Emerging Markets Idx ETF922042858234,767$9.6M0.09%
127BLACKROCK INC NPV Class A Common StockBLK13,801$9.5M0.09%
128INGREDION INC USD0.01 Common StockINGR86,000$9.1M0.09%
129ISHARES INC MSCI Japan New ETF (P/R Split)46434G822146,353$9.1M0.08%
130UNION PACIFIC CORP USD2.50 Common StockUNP43,267$8.9M0.08%
131ISHARES TRUST Tips Bond ETF46428717680,313$8.6M0.08%
132ISHARES TRUST MSCI UK New ETF (Post Cons)46435G334229,707$7.4M0.07%
133VANGUARD BOND INDEX FUND Short Term Bond ETF92193782791,436$6.9M0.06%
134VANGUARD INTL EQUITY Total World Stock Market ETF92204274270,385$6.8M0.06%
135GENERAC HOLDINGS INC USD0.01 Common StockGNRC45,181$6.7M0.06%
136BROWN-FORMAN CORP USD0.15 B Common StockBF-B96,698$6.5M0.06%
137BANK OF NOVA SCOTIA NPV Common Stock064149107124,408$6.2M0.06%
138NOVARTIS AG ADR Rep 1 CHF0.5 (Regd) SharesNVSEF60,604$6.1M0.06%
139GODADDY INC USD0.001 Cls A Common StockGDDY78,467$5.9M0.06%
140EATON CORPORATION PLC USD0.50 Common StockETN29,240$5.9M0.05%
141CSX CORP USD1 Common StockCSX171,149$5.8M0.05%
142VANGUARD BOND INDEX FUND Total Bond Market ETF92193783578,428$5.7M0.05%
143ISHARES TRUST Global Technology ETF46428729189,282$5.6M0.05%
144STARBUCKS CORP USD0.001 Common StockSBUX53,903$5.3M0.05%
145ZIMMER BIOMET HOLDINGS INC USD0.01 Common StockZBH36,482$5.3M0.05%
146ISHARES TRUST Select Dividend ETF46428716845,413$5.1M0.05%
147MICROCHIP TECHNOLOGY INC USD0.001 Common StockMCHPP56,764$5.1M0.05%
148ABCAM PLC Spon ADS Each Rep 1 Ord Shares000380204206,845$5.1M0.05%
149WORKDAY INC USD0.001 Cls A Common StockWDAY22,330$5.0M0.05%
150AXON ENTERPRISE INC USD0.00001 Common StockAXON25,767$5.0M0.05%
151CANADIAN IMPERIAL BANK NPV Common StockCNDIF108,526$4.6M0.04%
152BROOKFIELD CORP Cls A Limited Voting Shs (CAD)11271J107130,604$4.4M0.04%
153SENTINELONE INC USD0.0001 Cls A Common StockS287,372$4.3M0.04%
154REPUBLIC SERVICES INC USD0.01 Common Stock76075910027,597$4.2M0.04%
155BERKSHIRE HATHAWAY INC USD5 Class A Common StockBRK-A8$4.1M0.04%
156INVESCO EXCHANGE TRADING Intl Corp Bond ETFIVZ183,689$4.0M0.04%
157VONTIER CORP USD0.0001 Common StockVNT121,355$3.9M0.04%
158LITTELFUSE INC USD0.01 Common StockLFUS13,277$3.9M0.04%
159VANGUARD INVESTMENTS Inter-Term Corp Bd Index ETF92206C87048,719$3.9M0.04%
160INTEL CORP USD0.001 Common StockINTC114,139$3.8M0.04%
161COHEN & STEERS INFRASTRUCTURE USD0.001 Common Stock19248A109159,543$3.8M0.04%
162BADGER METER INC USD1 Common StockBMI25,478$3.8M0.04%
163ISHARES TRUST MSCI Emerging Markets ETF46428723491,898$3.6M0.03%
164EMERSON ELECTRIC CO USD0.50 Common StockEMR39,140$3.5M0.03%
165GE HEALTHCARE TECH INC USD0.01 Common StockGEHC43,212$3.5M0.03%
166ALIBABA GROUP HOLDINGS LTD Spon ADS Each Rep 1 OrdBBAAY40,782$3.4M0.03%
167GUARDANT HEALTH INC USD0.00001 Common StockGH94,437$3.4M0.03%
168SPDR SERIES TRUST Barclays Cap Intl Corp Bd ETF78464A151118,994$3.4M0.03%
169PHILIP MORRIS INTL INC NPV Common Stock71817210934,393$3.4M0.03%
170ISHARES TRUST Barcs 1-5 Yr Inv Grd Corp Bd46428864664,370$3.2M0.03%
171ENPHASE ENERGY INC USD0.00001 Common StockENPH19,132$3.2M0.03%
172HDFC BANK LTD Spon ADR Each Rep 3 INR10 ShsHDB44,534$3.1M0.03%
173KIMBERLY CLARK CORP NPV Common StockKMB22,072$3.0M0.03%
174UBER TECHNOLOGIES USD0.00001 Common StockUBER70,224$3.0M0.03%
175GENERAL MILLS INC USD0.10 Common Stock37033410438,796$3.0M0.03%
176SQUARESPACE INC USD0.0001 Class A Common Stock85225A10793,795$3.0M0.03%
177NUTRIEN LTD NPV Common StockNTR48,576$2.9M0.03%
178CROWN HOLDINGS INC USD5 Common StockCCK32,931$2.9M0.03%
179ISHARES INC MSCI Pacific Ex Japan ETF46428666565,644$2.8M0.03%
180BANK OF MONTREAL NPV Common Stock06367110130,541$2.8M0.03%
181DOVER CORP USD1 Common StockDOV18,695$2.8M0.03%
182FIDELITY NATIONAL INFORMATION USD0.01 Common Stock31620M10649,967$2.7M0.03%
183IBM CORP USD0.20 Common StockINTR20,084$2.7M0.03%
184BCE INC NPV Common StockBCPPF58,335$2.7M0.02%
185ISHARES TRUST Russell 2000 ETF46428765513,876$2.6M0.02%
186OWENS CORNING INC USD0.01 Common StockOC19,865$2.6M0.02%
187AT&T INC USD1 Common StockT-PC161,667$2.6M0.02%
188CARLISLE COS INC USD1 Common Stock14233910010,000$2.6M0.02%
189AGNICO EAGLE MINES LTD NPV Common StockAEM50,470$2.5M0.02%
190TORONTO-DOMINION BANK NPV Common StockTORO40,399$2.5M0.02%
191THOMSON REUTERS CORP NPV Com Stk (Post Rev Split)TMSOF18,090$2.4M0.02%
192YUM BRANDS INC NPV Common StockYUM17,490$2.4M0.02%
193PALANTIR TECHNOLOGIES INC USD0.001 Cls A Common StockPLTR156,721$2.4M0.02%
194SPDR INDEX SHARES S&P Gbl Infrastructure ETF78463X85544,307$2.4M0.02%
195MOODYS CORP USD0.01 Common StockMCO6,745$2.3M0.02%
196CORNING INC USD0.50 Common StockGLW65,016$2.3M0.02%
197SERVICENOW INC USD0.001 Common StockNOW3,956$2.2M0.02%
198GOLDMAN SACHS GROUP USD0.01 Common StockGSCE6,862$2.2M0.02%
199MEDTRONIC PLC USD0.0001 Common StockMDT24,047$2.1M0.02%
200ISHARES TRUST Global 100 ETF46428757227,298$2.1M0.02%
201CONOCOPHILLIPS INC USD0.01 Common StockCOP19,973$2.1M0.02%
202NEWMONT CORP USD1.60 Common StockNEMCL48,303$2.1M0.02%
203SOCIEDAD QUIMICA Y MINERA ADR Each Rep 1 Ser B Pref Shs83363510528,312$2.1M0.02%
204TRIMBLE INC NPV Common StockTRMB38,102$2.0M0.02%
205SMITH (AO) CORP USD1 Common StockAOS27,067$2.0M0.02%
206LIVE NATIONS ENTERAINMENT INC USD0.01 Common StockLYV21,621$2.0M0.02%
207BLACKSTONE GROUP INC USD0.00001 Common StockBX20,556$1.9M0.02%
208AMETEK INC NPV Common StockAME11,800$1.9M0.02%
209KRAFT HEINZ CO NPV Common StockKHC52,704$1.9M0.02%
210ISHARES TRUST Core S&P Mid-Cap ETF4642875077,091$1.9M0.02%
211MANULIFE FINANCIAL CORP NPV Common Stock56501R10695,700$1.8M0.02%
212AMGEN INC USD0.0001 Common StockAMGN8,126$1.8M0.02%
213CLOROX CO USD1 Common StockCLX10,544$1.7M0.02%
214VANGUARD INVESTMENTS Russell 2000 ETF92206C66422,061$1.7M0.02%
215BARRICK GOLD CORP NPV Common Stock (CAD)06790110895,923$1.6M0.02%
216PARKER-HANNIFIN CORP USD0.50 Common StockPH4,150$1.6M0.02%
217BRISTOL-MYERS SQUIBB CO NPV Common StockCELG-RI25,185$1.6M0.02%
218WISDOMTREE TRUST Japan Hedged Equity FundWT19,139$1.6M0.01%
219VANGUARD SCOTTSDAL Short Term Corp Bond Index ETF92206C40920,844$1.6M0.01%
220ISHARES TRUST Russell Midcap Growth ETF46428748115,745$1.5M0.01%
221MAXCYTE INC USD0.01 Ordinary SharesMXCT341,321$1.5M0.01%
222CROWN CASTLE INTL CORP USD0.01 Common StockCCI13,197$1.5M0.01%
223MCCORMICK & CO INC NPV Non Vtg Common StockMKC-V17,147$1.5M0.01%
224FIRST TRUST NASDAQ Clean Edge Smart Grid33737A10814,226$1.5M0.01%
225BROOKFIELD ASSET MGMT Cls A Limited Voting Shs (CAD)11300410545,685$1.5M0.01%
226ISHARES INC MSCI EMU ETF46428660831,813$1.5M0.01%
227BALL CORP NPV Common StockBALL24,898$1.4M0.01%
228AMERICAN EXPRESS CORP USD0.20 Common StockAXP8,276$1.4M0.01%
229JACKSON FINANCIAL INC USD0.01 Cls A Common Stock WIJXN-PA45,950$1.4M0.01%
230ISHARES TRUST MSCI USA ESG Select ETF46428880214,000$1.3M0.01%
231KEURIG DR PEPPER USD0.01 Common StockKDP41,148$1.3M0.01%
232THOMSON REUTERS CORP NPV Com Stk (Post Rev Split)TMSOF9,875$1.3M0.01%
233BAKER HUGHES COMPANY USD0.0001 Cls A Common StockBKR40,288$1.3M0.01%
234EXACT SCIENCES CORP USD0.01 Common Stock30063P10512,800$1.2M0.01%
235TRUPANION INC USD0.00001 Common StockTRUP60,000$1.2M0.01%
236CAPRI HOLDINGS LTD NPV Common StockCPRI32,540$1.2M0.01%
237FIRST TRUST Japan AlphaDEX ETF33737J15824,076$1.2M0.01%
238LIMONEIRA CORP NPV Common StockLMNR73,360$1.1M0.01%
239NORTHERN TRUST CORP USD1.666 Common StockNTRSO15,198$1.1M0.01%
240FIRST TRUST Cloud Computing ETF33734X19214,422$1.1M0.01%
241KELLOGG CO USD0.25 Common StockBEKE15,870$1.1M0.01%
242PENUMBRA INC USD0.001 Common StockPEN3,000$1.0M0.01%
243ADVANCED MICRO DEVICES INC USD0.01 Common StockAMD9,025$1.0M0.01%
244SPROTT ASSET MGMT Physical SilverSII131,935$1.0M0.01%
245FIRST TRUST UK AlphaDEX ETF33737J22430,279$1.0M0.01%
246SHELL PLC Spon ADS Ea Rep 2 Ord ShsRYDAF16,700$1.0M0.01%
247VANGUARD WORLD FUNDS Healthcare ETF92204A5044,088$1.0M0.01%
248VANGUARD INDEX FUNDS Total Stock Market ETF9229087694,445$979,1440.01%
249FIRST TRUST NASDAQ Cybersecurity ETF33734X84621,105$958,3780.01%
250PUBLIC STORAGE INC USD0.10 Common StockPSA-PS3,267$953,5710.01%
251ICON PLC EUR0.06 Ordinary SharesICLR3,800$950,7600.01%
252TEXAS PACIFIC LAND CORP USD0.01 Common StockTPL720$947,8800.01%
253ALBEMARLE CORP USD0.01 Common StockALB-PA4,228$943,2240.01%
254ISHARES TRUST Global Energy ETF46428734124,848$924,8420.01%
255MERCADOLIBRE INC USD0.001 Common StockMELI772$914,5110.01%
256LOEWS CORP USD1 Common StockL15,000$890,7000.01%
257STANLEY BLACK & DECKER INC USD2.50 Common StockSWK9,503$890,5260.01%
258BIO-TECHNE CORP USD0.01 Common StockTECH10,502$857,2780.01%
259ISHARES TRUST Intl Developed Prop ETF46428842232,367$845,4260.01%
260MAXLINEAR INC USD0.01 Common StockMXL26,480$835,7080.01%
261GOLAR LNG USD1 Common StockGLNG40,000$806,8000.01%
262CANADIAN NATIONAL RAILWAYS CO NPV Common Stock1363751026,600$800,1180.01%
263APA CORP USD0.625 Common StockAPA22,900$782,4930.01%
264CROWDSTRIKE HOLDINGS INC USD0.0005 Class A Common StockCRWD5,278$775,1790.01%
265CAMECO CORP NPV Common StockCCJ23,950$750,3530.01%
266CISCO SYSTEMS INC USD0.001 Common StockCSCO14,130$731,0860.01%
267ARCHER-DANIELS-MIDLAND CO NPV Common StockADM9,672$730,8160.01%
268BANK OF NEW YORK MELLON CORP USD0.01 Common Stock06405810016,185$720,5560.01%
269ISHARES TRUST S&P Global Clean Energy Index46428822438,390$706,3760.01%
270VANGUARD INDEX FUNDS Small Cap ETF9229087513,513$698,7000.01%
271BLOCK INC USD0.0000001 Cls A Com StockBSQKZ10,192$678,4810.01%
272ENDAVA PLC Spon ADS Each Rep 1 Ord SharesDAVA12,815$663,6880.01%
273FIRST TRUST Eurozone AlphaDEX ETF33737J50516,815$662,1740.01%
274ISHARES TRUST ESG Aware 1-5 Yr USD Cp Bd ETF46435G24327,500$657,5250.01%
275LEGG MASON ETF Franklin Low Vol Hi Div ETF52468L50524,090$655,0070.01%
276INDEXIQ ETF TRUST Hedge Multi-Strat Tracker ETF45409B10721,884$652,7990.01%
277FIRST TRUST High Yield Long/Short ETF33738D40816,090$637,6460.01%
278FIRST SOLAR INC USD0.001 Common StockFSLR3,333$633,5690.01%
279ISHARES INC Edge MSCI Min Vol Gbl Mkts ETF4642865256,404$627,9440.01%
280FIRST TRUST Long/Short Equity ETF33739P10311,886$627,4610.01%
281BROADCOM CORP USD1 Common StockAVGO715$620,2120.01%
282ARES MANAGEMENT CORP USD0.01 Cls A Common StockARES-PB6,300$607,0050.01%
283AIR PRODUCTS & CHEMICALS INC USD1 Common StockAIIR2,020$605,0500.01%
284ORACLE CORP USD0.01 Common StockORCL-PD5,070$603,7860.01%
285ISHARES TRUST North American Technology ETF4642875491,530$601,0910.01%
286ISHARES TRUST 0-3 Month Treasury Bond ETF46436E7185,950$598,7480.01%
287FIRST TRUST Enhanced Short Maturity ETF33739Q4089,657$573,7220.01%
288BLACKBAUD INC USD0.001 Common StockBLKB7,991$568,7990.01%
289ILLUMINA INC USD0.01 Common StockILMN2,984$559,4700.01%
290VANGUARD WORLD FUNDS Information Technology ETF92204A7021,251$553,1420.01%
291WEYERHAUSER CO USD1.25 Common StockWY16,500$552,9150.01%
292BOEING CO USD5 Common StockBA-PA2,592$547,3260.01%
293INGERSOLL RAND INC USD1 Common StockIR8,293$542,0300.01%
294KKR & CO INC NPV Class A Common StockKKRT9,635$539,5600.01%
295VANECK VECTORS ETF Gold Miners ETF92189F10617,900$538,9690.01%
296MODERNA INC USD0.0001 Common StockMRNA4,391$533,5060.00%
297FIRST TRUST Asia Pac Ex Jpn AlphaDEX ETF33737J10919,797$525,2140.00%
298HECLA MINING CO USD0.25 Common Stock422704106100,700$518,6050.00%
299FASTENAL COMPANY USD0.01 Common StockFAST8,784$518,1680.00%
300STRYKER CORP USD0.10 Common StockSYK1,666$508,2790.00%
301ISHARES TRUST ESG Aware USD Corp Bond ETF46435G19322,200$504,8280.00%
302TETRA TECH INC USD0.01 Common StockTTEK3,050$499,4070.00%
303L3 HARRIS TECHNOLOGIES INC USD1.00 Common StockLHX2,484$486,2920.00%
304VANGUARD SPECIALIZED FUNDS Dividend Appreciation ETF9219088442,975$483,2290.00%
305SPDR SERIES TRUST S&P MidCap 400 ETFMDY1,000$478,9100.00%
306INDIVIOR PLC USD0.50 SharesINDV20,140$466,8450.00%
307VANGUARD INTL EQUITY European ETF9220428747,526$464,3540.00%
308WILLIS TOWERS WATSON PLC USD0.000304635 Common StockWTW1,950$459,2250.00%
309UNITED HEALTHCARE CORP USD0.01 Common StockUNH948$455,6460.00%
310GREENHILL & CO INC USD0.01 Common Stock39525910430,000$439,5000.00%
311WALGREENS BOOTS ALLIANCE USD0.01 Common Stock93142710815,182$432,5350.00%
312THE TRADE DESK INC USD0.000001 Cls A Common Stock88339J1055,587$431,4280.00%
313TEXAS INSTRUMENTS INC Common Stock8825081042,367$426,1070.00%
314ANGLOGOLD ASHANTI LTD LVL1 ADR Rep 1 ZAR0.25 Com StkAU20,000$421,8000.00%
315SPDR SERIES TRUST S&P Metals & Mining ETF78464A7558,254$419,4680.00%
316VANGUARD INDEX FUNDS Extended Market ETF9229086522,810$418,2120.00%
317STARWOOD PROPERTY TRUST INC USD0.01 Common StockSTHO21,070$408,7580.00%
3183M COMPANY USD0.01 Common StockMMM4,077$408,0660.00%
319APPLIED MATERIALS INC NPV Common Stock0382221052,803$405,1450.00%
320EOG RESOURCES INC USD0.01 Common StockEOG3,500$400,5400.00%
321ADAPTIMMUNE THERAPEUTICS PLC Spon ADS Each Rep 6 Ord ShsADTI432,818$400,3560.00%
322ISHARES TRUST MSCI Global Impact ETF46435G5325,001$395,3290.00%
323MARKEL GROUP INC NPV Common StockMKL283$391,4390.00%
324AMERICAN INTL GROUP INC NPV Common Stock0268747846,774$389,7750.00%
325MCCORMICK & CO INC NPV Vtg Common StockMKC-V4,500$389,7000.00%
326HP INC USD0.01 Common StockHPQ12,585$386,4850.00%
327ISHARES TRUST S&P US Pref Stock Index Fund46428868712,382$382,9750.00%
328SOUTHWEST AIRLINES CO USD1 Common Stock84474110810,395$376,4020.00%
329ISHARES TRUST 0-5 Year TIPS Bond ETF46429B7473,576$349,0170.00%
330COPART INC USD0.001 Common StockCPRT3,800$346,5980.00%
331VANGUARD INDEX FUNDS Small Cap Value ETF9229086112,000$330,8000.00%
332PPG INDUSTRIES INC USD1.666 Common Stock6935061072,226$330,1150.00%
333GLOBAL X FUNDS Copper Miners ETF37954Y8308,546$321,7560.00%
334ISHARES TRUST Core S&P 500 ETF464287200698$311,1050.00%
335AMERICAN WATER WORKS USD0.01 Common Stock0304201032,150$306,9120.00%
336FIRST TRUST Mid Cap Core AlphaDEX ETF33735B1083,139$302,3480.00%
337CARMAX INC USD0.50 Common StockKMX3,600$301,3200.00%
338JM SMUCKER CO NPV Common Stock8326964052,000$295,3400.00%
339LOUISIANA PACIFIC CORP USD1 Common StockLPX3,900$292,4220.00%
340INVESCO LTD USD0.20 Common StockIVZ16,840$283,0800.00%
341VANGUARD SCOTTSDAL Russell 1000 Growth Index ETF92206C6804,000$283,0400.00%
342COINBASE GLOBAL INC 0.00001 Class A Common StockCOIN3,931$281,2630.00%
343OCEANEERING INTL INC USD0.25 Common Stock67523210215,000$280,5000.00%
344GSK PLC Spon ADS Each Rep 2 Ord SharesGLAXF7,860$280,1300.00%
345VIR BIOTECHNOLOGY USD0.0001 Common StockVIR11,067$271,4730.00%
346ERO COPPER CORP NPV Common StockERO13,333$269,9930.00%
347KRANESHARES TRUST CSI China Internet ETF (USD)50076730610,000$269,3000.00%
348COMCAST CORP USD1 A Common StockCCZ6,456$268,2460.00%
349ROYAL CARIBBEAN CRUISES LTD USD0.01 Common StockV7780T1032,560$265,5740.00%
350FIRST TRUST Emerging Markets AlphaDEX ETF33737J18212,284$260,1750.00%
351CARRIER GLOBAL CORP USD0.01 Common Stock (WI)CARR5,230$259,9830.00%
352SUN LIFE FINANCIAL INC NPV Common StockSUNFF4,831$252,1290.00%
353TARGET CORP USD0.0833 Common StockTGT1,890$249,2910.00%
354TRIUMPH GROUP INC USD0.001 Common Stock89681810120,000$247,4000.00%
355TRACTOR SUPPLY CO USD0.008 Common StockTSCO1,110$245,4210.00%
356AMERISOURCEBERGEN CORP USD0.01 Common StockCOR1,274$245,1550.00%
357FIRST TRUST Low Dur Mortgage Opps ETF33739Q2005,116$243,8790.00%
358XPENG INC Spon ADS Ea Rep 2 Cl A SharesXPNGF18,165$243,7740.00%
359SALESFORCE.COM INC USD0.001 Common StockCRM1,152$243,3710.00%
360SILK ROAD MEDICAL INC USD0.001 Common Stock82710M1007,450$242,0500.00%
361RESMED INC USD0.004 Common StockRSMDF1,100$240,3500.00%
362ANALOG DEVICES USD16.666 Common StockADI1,216$236,8880.00%
363FORD MOTOR CO USD0.01 Common Stock34537086015,404$233,0620.00%
364ISHARES TRUST Intl Select Dividend ETF4642884488,850$233,0200.00%
365INVESCO QQQ TRUST Unit Series 1 ETFIVZ625$230,8870.00%
366DANAHER CORP USD0.01 Common Stock235851102960$230,4000.00%
367TACTILE SYSTEMS TECHNOLOGY USD0.001 Common Stock87357P1008,900$221,8770.00%
368HSBC HOLDINGS PLC ADR Each Rep 5 USD0.50 Ord ShsHBCYF5,600$221,8720.00%
369AMERIPRISE FINANCIAL INC USD0.01 Common Stock03076C106662$219,8890.00%
370WARNER BROS DISCOVERY INC USD0.01 Ser A Common StockWBD17,457$218,9100.00%
371CENTERRA GOLD INC NPV Common StockCGAU36,000$216,0000.00%
372SPROTT INC NPV Common Stock (P/R Split)SII6,550$212,2850.00%
373FERGUSON PLC 10p Ordinary SharesG3421J1061,324$208,2780.00%
374HALLIBURTON CORP NPV Common StockHAL6,281$207,2100.00%
375CVS CORP USD0.01 Common StockCVS2,952$204,0710.00%
376VANGUARD INDEX FUNDS REIT ETF (USD)9229085532,440$203,8860.00%
377VERONA PHARMA Spon ADR Each Rep 8 Ord Shs9250501069,584$202,6050.00%
378INTERCONTINENTAL EXCHANGE GRP USD0.01 Common Stock45866F1041,771$200,2640.00%
379DRDGOLD LTD Spon ADR Ea Rep 10 NPV Ord ShsDRDGF16,875$179,2120.00%
380TAL EDUCATION GROUP Spon ADS Ea Rep 0.3333 Cls ATAL30,000$178,8000.00%
381NIO INC Spon ADS Each Rep 1 Ord SharesNIOIF17,908$173,5280.00%
382FIRST REP BANK SAN FRANCISCO USD0.01 Common Stock33616C100311,793$171,4860.00%
383HEWLETT-PACKARD CORP USD0.01 Common StockHPE-PC10,200$171,3600.00%
384PELOTON INTERACTIVE INC USD0.000025 Cls A Common StockPTON20,644$158,7520.00%
385GOLDMINING INC NPV Common StockGLDG163,500$148,7850.00%
386ALAMOS GOLD INC NPV Class A Common StockAGI12,010$143,1590.00%
387VIATRIS INC USD0.01 Common StockVTRS12,789$127,6340.00%
388HUTCHISON CHINA MEDITECH LTD Spon ADR Each Rep 5 Ord ShsHMDCF10,450$125,4000.00%
389INVESCO EXCH TRDII Preferred ETFIVZ11,000$125,0700.00%
390TRANSOCEAN LTD CHF15 Common StockRIG14,517$101,7640.00%
391MESOBLAST LTD Spon ADR Ea Rep 5 SharesMEOBF24,435$95,5400.00%
392IPSIDY INC USD0.0001 Common StockAUID104,283$92,8110.00%
393CEMEX SAB DE CV Spon ADR Rep 10 CPOCXMSF13,084$92,6340.00%
394ITAU UNIBANCO HOLDING SA ADR Each Rep 1 NPV Pref46556210614,000$82,6000.00%
395SIBANYE STILLWATER Spon ADR Ea Rep 4 Ord ShsSBYSF11,736$73,2320.00%
396DENISON MINES INC NPV Common StockDNN58,000$72,5000.00%
397PERPETUA RESOURCES CORP NPV Common StockPPTA18,500$67,8950.00%
398BARK INC USD0.0001 Common StockBARKW50,000$66,5000.00%
399ORLA MINING LTD NPV Common Stock68634K10615,250$64,0500.00%
400B2GOLD CORP NPV Common StockBTG17,200$61,4040.00%
401CARA THERAPEUTICS INC USD0.001 Common Stock14075510920,000$56,6000.00%
402BLACKBERRY LTD NPV Common StockBB10,000$55,3000.00%
403MEDICENNA THERAPEUTICS CORP NPV Common StockMDNAF105,663$50,7180.00%
404HARMONY GOLD MINING CO Spon ADR Rep 1 ZAR0.50 Ord ShsHGMCF11,700$49,1400.00%
405SILVERCORP METALS INC NPV Common StockSVM13,450$38,3320.00%
406TRIVAGO NV Spon ADS Ea Rep Cls A Ord ShsTRVG25,000$33,0000.00%
407UR ENERGY INC NPV Common StockURG20,000$20,8000.00%
408INVIVYD INC USD0.0001 Common StockIVVD10,000$10,5000.00%
409ALMADEN MINERALS LTD NPV Cls B Common StockAAUAF60,000$7,7340.00%
410MAGENTA THERAPEUTICS USD0.001 Common Stock55910K10810,000$7,5800.00%
411WEJO GROUP LTD USD0.0001 Cls A Com (Delisted)G9525W109416,764$6,8760.00%