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

ROGCO, LP

Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001140361-23-053215

Total Value
$202.5M
Positions
269
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (269)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares Core S&P 500 ETF46428720084,707$36.4M17.96%
2iShares MSCI EAFE ETF464287465213,233$14.7M7.26%
3Vanguard Total Bond Market ETF921937835209,871$14.6M7.23%
4iShares Core S&P Mid-Cap ETF46428750736,923$9.2M4.55%
5Vanguard Short-Term Treasury ETF92206C102158,696$9.1M4.51%
6iShares Gold TrustIAU255,684$8.9M4.42%
7SPDR Portfolio Short Term Corporate Bond ETF78464A474253,079$7.4M3.66%
8Principal Spectrum Pref Secs Actv ETF74255Y888361,015$6.1M3.01%
9iShares Core S&P Small-Cap ETF46428780456,568$5.3M2.63%
10Vanguard FTSE Emerging Markets ETF922042858134,126$5.3M2.60%
11Vanguard Mortgage-Backed Secs ETF92206C771107,724$4.7M2.33%
12The Kroger Co.KR104,943$4.7M2.32%
13PIMCO 0-5 Year High Yield Corp Bond ETF72201R78346,624$4.2M2.08%
14Lincoln Electric Holdings Inc.53390010620,020$3.6M1.80%
15Microsoft Corp.MSFT10,558$3.3M1.65%
16Apple Inc.AAPL18,259$3.1M1.54%
17iShares S&P 500 Value ETF46428740820,249$3.1M1.54%
18iShares S&P 500 Growth ETF46428730936,571$2.5M1.24%
19Home Depot Inc.HD7,451$2.3M1.11%
20iShares Short-Term National Muni Bond ETF46428815820,850$2.1M1.06%
21AbbVie Inc.ABBV12,817$1.9M0.94%
22PepsiCo IncPEP9,629$1.6M0.81%
23Microchip Technology Inc.MCHPP19,051$1.5M0.73%
24Cisco Systems IncCSCO27,334$1.5M0.73%
25Blackrock Inc.BLK2,269$1.5M0.72%
26Procter & Gamble Co.7427181099,766$1.4M0.70%
27Johnson & JohnsonJNJ9,100$1.4M0.70%
28Honeywell International Inc.4385161067,322$1.4M0.67%
29Alphabet Inc. Class AGOOG10,136$1.3M0.65%
30Chevron Corp.CVX7,732$1.3M0.64%
31JPMorgan Chase & Co.VYLD8,625$1.3M0.62%
32McDonald's Corp.MCD4,563$1.2M0.59%
33UnitedHealth Group Inc.UNH2,343$1.2M0.58%
34Waste Management Inc.94106L1096,912$1.1M0.52%
35Starbucks Corp.SBUX11,544$1.1M0.52%
36Emerson Electric Co.EMR10,292$993,8980.49%
37Paychex Inc.PAYX8,376$966,0040.48%
38Genuine Parts Co.GPC6,444$930,3850.46%
39Lockheed Martin CorpLMT2,229$911,5720.45%
40SPDR S&P 500 ETFSPY2,035$869,9220.43%
41iShares MSCI KLD 400 Social ETF46428857010,001$814,1810.40%
42Caterpillar Inc.CAT2,917$796,3410.39%
43Southern Co.SOMN12,045$779,5520.38%
44Public StoragePSA-PS2,937$773,9580.38%
45Dow Inc.DOW14,787$762,4180.38%
46Pfizer Inc.PFE22,103$733,1570.36%
47iShares National Muni Bond ETF4642884146,612$677,9940.33%
48United Parcel Service Inc.UPS4,327$674,4500.33%
49Visa Inc. Class AV2,897$666,3390.33%
50Ingredion Inc.INGR6,707$659,9690.33%
51Verizon Communications IncVZ20,039$649,4640.32%
52CVS Health Corp.CVS9,070$633,2670.31%
53American Electric Power Co. Inc.0255371018,225$618,6850.31%
54Cadence Design Systems IncCDNS2,437$570,9890.28%
55Prudential Financial Inc.PUKPF5,902$560,0410.28%
56Adobe Inc.ADBE1,090$555,7910.27%
57iShares Select Dividend ETF4642871685,154$554,7770.27%
58Altria Group Inc.MO12,543$527,4330.26%
59Medtronic PLCMDT6,685$523,8370.26%
60General Dynamics Corp.GD2,144$473,7600.23%
61Merck & Co. Inc.MRK4,412$454,2150.22%
62Amazon.com Inc.AMZN3,532$448,9880.22%
63Enbridge Inc.ENNPF11,747$389,8830.19%
64Crown Castle International CorpCCI4,046$372,3530.18%
65U.S. BancorpUSB-PS11,172$369,3460.18%
66Texas Instruments Inc.8825081042,245$356,9770.18%
67iShares Intermediate Govt/Credit Bnd ETF4642886123,345$338,9490.17%
68Truist Financial Corp89832Q10910,882$311,3340.15%
69Amgen Inc.AMGN1,132$304,2360.15%
70RTX Corporation (formerly Raytheon Technologies Corp)RTX4,138$297,8120.15%
71W.W. Grainger Inc.384802104383$264,9750.13%
723M Co.MMM2,784$260,6380.13%
73Accenture PLC Class AACN822$252,4440.12%
74iShares 1-3 Year Treasury Bond ETF4642874573,053$247,2010.12%
75Vanguard S&P 500 ETF (old cusip 922908413)922908363623$244,6520.12%
76Oracle Corp.ORCL-PD2,220$235,1420.12%
77Where Food Comes From IncWFCF16,813$235,0460.12%
78EOG Resources Inc.EOG1,778$225,3790.11%
79iShares MSCI USA Quality Factor ETF46432F3391,616$212,9730.11%
80Applied Materials Inc.0382221051,485$205,5980.10%
81Ford Motor Co.34537086015,811$196,3730.10%
82Exxon Mobil Corp.XOM1,605$188,7160.09%
83SPDR S&P MidCap 400 ETF TrustMDY402$183,5690.09%
84Marriott International Inc571903202933$183,3900.09%
85Berkshire Hathaway Inc Class BBRK-A513$179,7040.09%
86Silgan Holdings Inc.SLGN4,135$178,2600.09%
87Bank of America Corp.0605051046,413$175,5880.09%
88Intercontinental Exchange Inc45866F1041,508$165,9100.08%
89AT&T Inc.T-PC10,979$164,9050.08%
90Alphabet Inc. Class CGOOG1,223$161,2530.08%
91Invesco S&P 500 BuyWrite ETFIVZ7,392$157,7350.08%
92IQ Merger Arbitrage ETF45409B8004,455$140,7330.07%
93Jacobs Solutions IncJ1,008$137,5920.07%
94Wal-Mart Stores Inc.WMT848$135,6210.07%
95Northrop Grumman CorpNOC299$131,6170.06%
96Freeport-McMoRan Inc.FCX3,446$128,5010.06%
97Vanguard Short-Term Infl-Prot Secs ETF9220208052,693$127,3250.06%
98Morgan Stanley CommonMS-PQ1,462$119,4020.06%
99CritiTech, Inc115000000476,088$116,9600.06%
100Evergy Inc.EVRG2,263$114,7340.06%
101Henry Schein IncHSIC1,539$114,2710.06%
102The Allstate CorporationALL-PJ1,018$113,4150.06%
103NextEra Energy IncNEE-PW1,869$107,0750.05%
104Walt Disney Co.2546871061,280$103,7440.05%
105Materials Select Sector SPDR ETF81369Y1001,312$103,0580.05%
106Markel Group Inc.MKL69$101,6020.05%
107Automatic Data Processing Inc.ADP409$98,3970.05%
108Paypal Holdings Inc.PYPL1,625$94,9980.05%
109Cigna Group125523100330$94,4030.05%
110Vulcan Materials Common929160109460$92,9290.05%
111Cummins, Inc.CMI403$92,0690.05%
112KLA CorpKLAC200$91,7320.05%
113Zoetis Inc.ZTS501$87,1640.04%
114Deere & CompanyDE229$86,4200.04%
115iShares Biotechnology ETF464287556700$85,6030.04%
116Marsh & McLennan Companies Inc.571748102419$79,7360.04%
117Citigroup Inc.C-PR1,909$78,5170.04%
118Cintas Corp.CTAS163$78,4050.04%
119Wells Fargo & Co.9497461011,834$74,9370.04%
120Rockwell Automation Inc.ROK243$69,4660.03%
121Ameriprise Financial Inc03076C106185$60,9910.03%
122General Motors Co.37045V1001,826$60,2030.03%
123The Travelers Companies Inc.TRV365$59,6080.03%
124Coca-Cola Co.KO1,000$55,9800.03%
125Mondelez International Inc Class A609207105790$54,8260.03%
126Reinsurance Group of America Inc.759351604373$54,1560.03%
127Mid-America Apartment Communities Inc.59522J103418$53,7760.03%
128Biogen Inc.BIIB209$53,7150.03%
129Lowe's Companies Inc.548661107257$53,4150.03%
130Waters Corp.941848103192$52,6480.03%
131iShares Floating Rate Bond ETF46429B6551,030$52,4170.03%
132Agilent Technologies Inc.A467$52,2200.03%
133Norfolk Southern Corp.655844108262$51,5960.03%
134Meta Platforms, Inc CL AMETA167$50,1350.02%
135Nvidia Corp CommonNVDA115$50,0240.02%
136Sun Communities Inc.866674104415$49,1110.02%
137Manhattan Assocs Inc CommonMANH239$47,2410.02%
138iShares MSCI EAFE Value ETF464288877923$45,1620.02%
139Essex Property Trust Inc.297178105208$44,1150.02%
140iShares MSCI EAFE Growth ETF464288885496$42,8050.02%
141Phillips 66PSX350$42,0530.02%
142Vanguard Information Technology ETF92204A702100$41,4900.02%
143Autodesk Inc.ADSK189$39,1060.02%
144Union Pacific Corp.UNP170$34,6170.02%
145Invesco Preferred ETFIVZ3,053$33,4300.02%
146American Express Co.AXP222$33,1200.02%
147Zimmer Biomet Holdings Inc.ZBH292$32,7680.02%
148Healthpeak PropertiesDOC1,752$32,1670.02%
149Oshkosh Corp.OSK328$31,3010.02%
150Littelfuse IncLFUS126$31,1620.02%
151Williams-Sonoma IncWSM196$30,4580.02%
152Owens-Corning Inc.OC214$29,1920.01%
153CVR Energy Inc.CVI850$28,9260.01%
154ConocoPhillipsCOP233$27,9130.01%
155Mastercard Inc. Class AMA70$27,7140.01%
156Floor & Decor Holdings Inc Class AFND304$27,5120.01%
157International Business Machines Corp.INTR195$27,3590.01%
158BorgWarner IncBWA671$27,0880.01%
159Ares Capital Corp.ARCC1,389$27,0440.01%
160iShares Russell 2000 ETF464287655153$27,0410.01%
161Polaris Inc.PII257$26,7640.01%
162Vanguard FTSE All-Wld ex-US ETF922042775500$25,9350.01%
163General Electric Co369604301209$23,1050.01%
164Illinois Tool Works Inc.452308109100$23,0310.01%
165Zions Bancorp989701107649$22,6440.01%
166Comcast Corp. Cl ACCZ506$22,4360.01%
167Invesco Financial Preferred ETFIVZ1,461$20,5420.01%
168WEC Energy Group Inc.WEC252$20,2990.01%
169Air Products & Chemicals Inc.AIIR71$20,1210.01%
170Gartner Inc. Class AIT54$18,5550.01%
171Costco Wholesale Corp.22160K10532$18,0790.01%
172Church & Dwight Co. Inc.CHD195$17,8680.01%
173Tc Energy Corp COMMONTRPRF500$17,2050.01%
174Cameco Corp.CCJ432$17,1240.01%
175Expeditors Intl Wash302130109148$16,9650.01%
176Tesla IncTSLA60$15,0130.01%
177Global X US Infrastructure Dev ETF37954Y673475$14,4310.01%
178Enerpac Tool Group Corp Class AEPAC506$13,3740.01%
179Cenovus Energy Inc.CVE626$13,0330.01%
180Invesco Senior Loan ETFIVZ583$12,2370.01%
181Vanguard Small-Cap Value ETF92290861175$11,9620.01%
182Antero Midstream CorpAM975$11,6810.01%
183Diamondback Energy Inc CommonFANG75$11,6160.01%
184Nike Inc.NKE118$11,2830.01%
185BlackRock Capital Allocation Term TrustBLK750$10,8680.01%
186Eli Lilly & Co.LLY20$10,7430.01%
187Coterra Energy Inc. (formerly Cabot Oil & Gas)CTRA384$10,3870.01%
188Viatris IncVTRS1,052$10,3730.01%
189W.P. Carey Inc92936U109190$10,2750.01%
190Anheuser-Busch InBev SA/NVBUDFF175$9,6780.00%
191Pioneer Natural Resources Co72378710742$9,6410.00%
192Lam Research Corp.LRCX15$9,4020.00%
193Core Laboratories IncCLB390$9,3640.00%
194STMicroelectronics NVSTMEF215$9,2790.00%
195Qualcomm Inc.QCOM80$8,8850.00%
196iShares Russell 1000 Growth ETF46428761433$8,7780.00%
197Schlumberger Ltd.SLB148$8,6280.00%
198Vanguard Mega Cap Growth ETF92191081638$8,6220.00%
199iShares 7-10 Year Treasury Bond ETF46428744094$8,6090.00%
200Simon Property Group Inc82880610975$8,1020.00%
201Centerpoint Energy Inc.CNP300$8,0550.00%
202ARK Innovation ETF00214Q104200$7,9340.00%
203Iqvia Holdings Inc CorpIQV40$7,8700.00%
204Comerica Inc.200340107187$7,7700.00%
205Vanguard Dividend Appreciation EFT92190884450$7,7690.00%
206Fidelity Disruptive Finance ETF316092154295$7,3670.00%
207Colgate-Palmolive Co.CL100$7,1110.00%
208Salesforce, IncCRM35$7,0970.00%
209CrowdStrike Holdings Inc Class ACRWD40$6,6950.00%
210Fiserv Inc.FISV58$6,5520.00%
211VF Corp.VFC364$6,4320.00%
212Omnicom Group Inc.OMC81$6,0330.00%
213Invesco QQQ TrustIVZ16$5,7320.00%
214Carrier Global Corp Ordinary SharesCARR100$5,5200.00%
215Vanguard Real Estate ETF92290855372$5,4480.00%
216Newmont CorpNEMCL145$5,3580.00%
217Hess Corp CommonHESM35$5,3550.00%
218Bain Capital Specialty Finance Inc05684B107340$5,2050.00%
219Micron Technology Inc.MU76$5,1700.00%
220DNP Select Income (CEF)23325P104505$4,8080.00%
221Fortune Brands Home & Security Inc.FBIN73$4,5380.00%
222Hasbro Inc.HAS66$4,3650.00%
223Restaurant Brands Intl Inc Common76131D10365$4,3300.00%
224Dominion Energy Inc.D95$4,2440.00%
225Agnico Eagle Mines LTDAEM92$4,1810.00%
226SPDR S&P Regional Banking ETF78464A698100$4,1770.00%
227Broadcom Ltd, Singapore ShsAVGO5$4,1530.00%
228DuPont de Nemours Inc.DD54$4,0280.00%
229Otis Worldwide Corp Ordinary SharesOTIS50$4,0160.00%
230Taiwan Semiconductor Manufacturing Co. Ltd.87403910045$3,9110.00%
231Intel Corp.INTC109$3,8750.00%
232Goldman Sachs ActiveBeta EMkts Eq ETFNVGLF132$3,7840.00%
233Vector Group LTD92240M108336$3,5750.00%
234Biomarin Pharmaceutical Inc CommonBMRN38$3,3620.00%
235HP Inc.HPQ125$3,2130.00%
236GE HealthCare Technologies Inc Common StockGEHC45$3,0620.00%
237Synchrony FinancialSYF-PB100$3,0570.00%
238Gilead Sciences IncGILD40$2,9980.00%
239Macerich CoMAC264$2,8800.00%
240Valero Energy Corp.VLO20$2,8340.00%
241Corteva Inc.CTVA54$2,7630.00%
242Carnival Corp.CUKPF200$2,7440.00%
243Generac Hldgs Inc CommonGNRC25$2,7240.00%
244AES CorporationAES178$2,7060.00%
245Dominos Pizza Inc CommonDPZ7$2,6520.00%
246Warner Brothers Discovery Inc Ordinary SharesWBD224$2,4330.00%
247British American Tobacco PLC11044810777$2,4190.00%
248DTE Energy Co.DTK24$2,3830.00%
249eBay Inc.EBAY54$2,3810.00%
250Ecolab Inc.ECL14$2,3720.00%
251NW4/ NE/4 (aka Lot 2) 10-5N-4E Pontotoc Co OK3940009961$2,3710.00%
252Twilio Inc Class ATWLO40$2,3410.00%
253Capital One Financial Corp.14040H10524$2,3290.00%
254Western Digital CorpWDC50$2,2820.00%
255Invesco Ltd.IVZ150$2,1780.00%
256Organon & Co.OGN119$2,0660.00%
257Intl Paper Co Com46014610350$1,7740.00%
258Beyond Meat IncBYND161$1,5490.00%
259GSK PLC ADRGLAXF40$1,4500.00%
260Hanesbrands Inc.410345102303$1,2000.00%
261Pembina Pipeline Corp.PPLOF37$1,1120.00%
262Prospect Capital CorpPSEC-PA165$9980.00%
263Devon Energy Corp.25179M10320$9540.00%
264Compass Minerals International Inc.COMP30$8390.00%
265Redwood Trust INC Reit CORP COMMONRWTQ100$7130.00%
266Douglas Elliman IncDOUG175$3960.00%
267Uniti Group Inc.UNIT66$3120.00%
2681-24N-1W, Noble Co, OK6531019981$2810.00%
269RiceBran Technologies762831303200$860.00%