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 Q1 2025 · Filed May 13, 2025 · Accession 0001140361-25-018466

Total Value
$20.69B
Positions
603
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP USD 0.00000625 Common StockMSFT3,488,022$1.31B6.33%
2VISA INC USD0.0001 Common StockV3,420,751$1.20B5.80%
3AMAZON COM INC USD0.01 Common StockAMZN5,294,896$1.01B4.87%
4ALPHABET INC USD0.001 Cls A Common StockGOOG4,592,682$710.2M3.43%
5JP MORGAN CHASE & CO USD1 Common StockVYLD2,845,039$697.9M3.37%
6APPLE INC NPV Common StockAAPL2,842,191$631.3M3.05%
7BERKSHIRE HATHAWAY INC USD0.0033 Cls B Common StockBRK-A1,037,648$552.6M2.67%
8NVIDIA CORP USD0.001 Common StockNVDA4,910,079$532.2M2.57%
9THERMO FISHER SCIENTIFIC INC USD1 Common StockTMO841,990$419.0M2.03%
10COCA-COLA CO USD0.25 Common StockKO5,754,838$412.2M1.99%
11ACCENTURE PLC New A Class SharesACN1,185,243$369.8M1.79%
12ABBOTT LABORATORIES NPV Common StockABLZF2,697,536$357.8M1.73%
13ALPHABET INC USD0.001 Cls C Common StockGOOG2,068,290$323.1M1.56%
14MASTERCARD INC USD0.0001 Class A Common StockMA557,783$305.7M1.48%
15S&P GLOBAL INC USD1 Common StockSPGI589,863$299.7M1.45%
16COSTCO CORP NPV Common Stock22160K105280,347$265.1M1.28%
17META PLATFORMS INC USD0.000006 Cls A Common StockMETA447,044$257.7M1.25%
18LINDE PLC EUR0.001 Common SharesLIN537,339$250.2M1.21%
19CME GROUP INC USD0.01 Cls A Common StockCME937,240$248.6M1.20%
20ADOBE INC USD0.0001 Common StockADBE618,531$237.2M1.15%
21BOSTON SCIENTIFIC USD0.01 Common StockBSX2,339,391$236.0M1.14%
22PROCTER & GAMBLE CO NPV Common Stock7427181091,349,484$230.0M1.11%
23BOOKING HOLDINGS INC USD0.008 Common StockBKNG49,739$229.1M1.11%
24INTUITIVE SURGICAL INC USD0.001 Common StockISRG460,359$228.0M1.10%
25AMPHENOL CORP USD0.001 Cls A Common Stock0320951013,419,637$224.3M1.08%
26HOME DEPOT INC USD0.05 Common StockHD587,802$215.4M1.04%
27MARSH & MCLENNAN CO INC USD1 Common Stock571748102770,666$188.1M0.91%
28LILLY (ELI) & CO NPV Common StockLLY224,179$185.2M0.90%
29INTUIT INC USD0.01 Common StockINTU301,274$185.0M0.89%
30EQUINIX INC USD0.001 New Common StockEQIX209,476$170.8M0.83%
31SALESFORCE.COM INC USD0.001 Common StockCRM567,493$152.3M0.74%
32FERGUSON ENTERPRISES INC USD0.0001 SharesFERG940,427$150.6M0.73%
33JOHNSON & JOHNSON USD1 Common StockJNJ898,893$149.1M0.72%
34OREILLY AUTOMOTIVE NEW INC USD0.01 Common Stock67103H107103,066$147.7M0.71%
35CADENCE DESIGN SYSTEMS INC USD0.01 Common StockCDNS569,190$144.8M0.70%
36SHOPIFY INC NPV Class A Common StockSHOP1,472,149$140.6M0.68%
37PALO ALTO NETWORKS INC USD0.0001 Common StockPANW822,218$140.3M0.68%
38DEERE & CO USD1 Common StockDE292,435$137.3M0.66%
39RTX CORP USD1.00 Common StockRTX1,029,671$136.4M0.66%
40WALT DISNEY (HLDGS) CO USD0.1 Common Stock2546871061,351,682$133.4M0.65%
41WAL-MART STORES INC USD0.1 Common StockWMT1,516,918$133.2M0.64%
42CINTAS CORP NPV Common StockCTAS629,890$129.5M0.63%
43TAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share874039100778,557$129.2M0.62%
44WASTE CONNECTIONS INC NPV Common StockWCN653,326$127.5M0.62%
45TJX COMPANIES INC NPV Common Stock8725401091,010,942$123.1M0.60%
46MONDELEZ INTL INC USD0.01 Common Stock6092071051,772,700$120.3M0.58%
47CHEVRON CORP USD0.75 Common StockCVX699,540$117.0M0.57%
48UNITED HEALTHCARE CORP USD0.01 Common StockUNH220,134$115.3M0.56%
49GOLDMAN SACHS GROUP USD0.01 Common StockGSCE208,182$113.7M0.55%
50SERVICENOW INC USD0.001 Common StockNOW142,600$113.5M0.55%
51HONEYWELL INTL INC USD1 Common Stock438516106520,818$110.3M0.53%
52ROLLINS INC USD1 Common StockROL1,982,660$107.1M0.52%
53BROADRIDGE FINANCIAL SOLUTIONS USD0.01 Common Stock11133T103437,438$106.1M0.51%
54CANADIAN PAC KANSAS CITY LTD NPV Common StockCP1,505,092$105.7M0.51%
55CHUBB LTD CHF24.15 Ordinary SharesCB333,183$100.6M0.49%
56MCDONALD'S CORP USD0.01 Common StockMCD319,832$99.9M0.48%
57MARTIN MARIETTA MATERIALS USD0.01 Common Stock573284106203,953$97.5M0.47%
58INTERCONTINENTAL EXCHANGE GRP USD0.01 Common Stock45866F104545,959$94.2M0.46%
59LIBERTY MEDIA CORP USD0.01 F1 Ser C Com StkFWONB1,041,304$93.7M0.45%
60SHERWIN-WILLIAMS USD1 Common StockSHW266,643$93.1M0.45%
61WASTE MANAGEMENT INC NPV Common Stock94106L109389,186$90.1M0.44%
62AMER TOWER CORP USD0.01 New Common Stock03027X100412,516$89.8M0.43%
63APTIV PLC USD0.01 Common SharesAPTV1,489,872$88.6M0.43%
64LOCKHEED MARTIN CO USD1 Common StockLMT196,334$87.7M0.42%
65SCHLUMBERGER LTD USD0.01 Common StockSLB2,071,956$86.6M0.42%
66WEC ENERGY GROUP INC USD0.01 Common StockWEC763,981$83.3M0.40%
67MORGAN STANLEY USD0.01 Common StockMS-PQ705,313$82.3M0.40%
68UBER TECHNOLOGIES USD0.00001 Common StockUBER1,108,995$80.8M0.39%
69ANSYS INC USD0.01 Common Stock03662Q105252,359$79.9M0.39%
70US BANCORP DEL USD0.01 Common StockUSB-PS1,881,353$79.4M0.38%
71ROPER TECHNOLOGIES INC USD0.01 Common StockROP131,927$77.8M0.38%
72ZOETIS INC USD0.01 Cls A Common StockZTS463,489$76.3M0.37%
73KKR & CO INC NPV Class A Common StockKKRT657,186$76.0M0.37%
74DEXCOM INC USD0.001 Common StockDXCM1,086,869$74.2M0.36%
75CATERPILLAR INC USD1 Common StockCAT222,471$73.4M0.35%
76ROYAL CARIBBEAN CRUISES LTD USD0.01 Common StockV7780T103352,338$72.4M0.35%
77ECOLAB INC USD1 Common StockECL274,905$69.7M0.34%
78CRH PLC EUR0.32 Ordinary Shares (DI)CRH777,968$68.3M0.33%
79GUIDEWIRE SOFTWARE INC USD0.0001 Common StockGWRE343,245$64.3M0.31%
80BOOZ ALLEN HAMILTON HLDG CORP USD0.01 Class A Common StockBAH605,692$63.3M0.31%
81ESTEE LAUDER COS USD0.01 Class A Common Stock518439104946,248$62.5M0.30%
82EXXON MOBIL CORP NPV Common StockXOM519,279$61.8M0.30%
83SPDR GOLD TRUST NPV Shares ETFGLD211,593$61.0M0.29%
84DANAHER CORP USD0.01 Common Stock235851102296,882$60.9M0.29%
85IDEXX LABORATORIES INC USD0.10 Common Stock45168D104143,768$60.4M0.29%
86PEPSICO INC USD0.016666 CapPEP402,080$60.3M0.29%
87ULTA BEAUTY INC USD0.01 Common StockULTA159,043$58.3M0.28%
88OTIS WORLDWIDE CORP USD0.01 Common Stock (WI)OTIS512,694$52.9M0.26%
89COOPER COS INC USD0.10 Com Stk (Post Split)216648501620,622$52.3M0.25%
90NETFLIX COM INC USD0.001 Common StockNFLX55,900$52.1M0.25%
91BLACKROCK INC USD0.01 Common StockBLK54,172$51.3M0.25%
92BANK OF AMERICA CORP NPV Common Stock0605051041,218,307$50.8M0.25%
93BROWN & BROWN INC USD0.10 Common StockBRO406,379$50.6M0.24%
94NEXTERA ENERGY INC USD0.01 Common StockNEE-PW709,752$50.3M0.24%
95MARVELL TECHNOLOGY INC USD0.002 Common StockMRVL811,847$50.0M0.24%
96XYLEM INC USD0.01 Common StockXYL414,783$49.5M0.24%
97FREEPORT-MCMORAN INC USD0.10 Common StockFCX1,295,564$49.1M0.24%
98EDWARDS LIFESCIENCES CORP USD1 Common StockEW628,075$45.5M0.22%
99TEXAS INSTRUMENTS INC Common Stock882508104250,287$45.0M0.22%
100MERCK & CO INC USD0.50 Common StockMRK497,806$44.7M0.22%
101VANGUARD INDEX FUNDS S&P 500 ETF (USD)92290836386,250$44.3M0.21%
102SPDR SERIES TRUST S&P 500 ETF TrustSPY76,165$42.6M0.21%
103GE AEROSPACE USD0.01 Common Stock369604301202,640$40.6M0.20%
104VERISK ANALYTICS INC USD0.001 Common StockVRSK134,175$39.9M0.19%
105CBRE GROUP INC USD0.01 Class A Common StockCBRE297,854$39.0M0.19%
106TAKE TWO INTERACTIVE INC USD0.01 Common StockTTWO173,877$36.0M0.17%
107MCKESSON CORP USD0.01 Common StockMCK52,826$35.6M0.17%
108ELECTRONIC ARTS INC USD0.01 Common StockEA231,682$33.5M0.16%
109MSCI INC USD0.01 Common StockMSCI58,155$32.9M0.16%
110AUTOZONE INC USD0.01 Common StockAZO8,591$32.8M0.16%
111ADVANCED DRAINAGE SYSTEM INC USD0.01 Common Stock00790R104294,313$32.0M0.15%
112BECTON DICKINSON & CO NPV Common StockBDX123,173$28.2M0.14%
113ROYAL BANK OF CANADA NPV Common Stock780087102248,013$27.9M0.14%
114STERIS PLC USD0.001 Ordinary SharesSTE113,468$25.7M0.12%
115VERIZON COMMS INC NPV Common StockVZ563,158$25.5M0.12%
116NIKE INC NPV Cls B Common StockNKE389,419$24.7M0.12%
117PAYCHEX INC USD0.01 Common StockPAYX153,863$23.7M0.11%
118TRANE TECHNOLOGIES PLC USD1 Common StockTT69,853$23.5M0.11%
119JOHNSON CONTROLS INTL USD1 Common StockG51502105291,452$23.3M0.11%
120GE HEALTHCARE TECH INC USD0.01 Common StockGEHC289,196$23.3M0.11%
121ILLINOIS TOOL WORKS INC NPV Common Stock45230810988,380$21.9M0.11%
122TESLA INC USD0.001 Common StockTSLA84,501$21.9M0.11%
123REPUBLIC SERVICES INC USD0.01 Common Stock76075910083,973$20.3M0.10%
124MERCADOLIBRE INC USD0.001 Common StockMELI10,384$20.3M0.10%
125COLGATE-PALMOLIVE CO NPV Common StockCL214,656$20.1M0.10%
126SPDR SERIES TRUST S&P Fossil Fuel Res Free ETF78468R796419,083$19.2M0.09%
127APPLIED MATERIALS INC NPV Common Stock038222105129,260$18.8M0.09%
128AXON ENTERPRISE INC USD0.00001 Common StockAXON35,349$18.6M0.09%
129CAMECO CORP NPV Common StockCCJ451,518$18.6M0.09%
130AUTODESK INC NPV Common StockADSK70,011$18.3M0.09%
131GE VERNOVA INC USD0.01 Common StockGEV59,221$18.1M0.09%
132PAYPAL HOLDINGS INC USD0.0001 Common StockPYPL275,548$18.0M0.09%
133CISCO SYSTEMS INC USD0.001 Common StockCSCO287,094$17.7M0.09%
134MOTOROLA SOLUTIONS INC USD0.01 Common StockMSI39,130$17.1M0.08%
135HCA Healthcare Inc COM USD0.01HCA49,251$17.0M0.08%
136PUBLIC STORAGE INC USD0.10 Common StockPSA-PS56,094$16.8M0.08%
137CITIGROUP INC USD0.01 Common StockC-PR235,150$16.7M0.08%
138HA SUST INFTRA CAPITAL INC USD0.01 Common Stock41068X100556,910$16.3M0.08%
139HDFC BANK LTD Spon ADR Each Rep 3 INR10 ShsHDB241,499$16.0M0.08%
140THOMSON REUTERS CORP NPV Com Stk (Post Rev Split)TMSOF91,830$15.8M0.08%
141ABBVIE INC USD0.01 Common StockABBV73,856$15.5M0.07%
142PFIZER INC USD0.05 Common StockPFE560,515$14.2M0.07%
143ISHARES INC MSCI Japan New ETF (P/R Split)46434G822206,025$14.1M0.07%
144AECOM TECHNOLOGY CORP USD0.01 Common StockACM141,531$13.1M0.06%
145AIR PRODUCTS & CHEMICALS INC USD1 Common StockAIIR44,486$13.1M0.06%
146ISHARES TRUST MSCI UK New ETF (Post Cons)46435G334345,688$13.0M0.06%
147INVESCO QQQ TRUST Unit Series 1 ETFIVZ27,401$12.8M0.06%
148VANGUARD INTL EQUITY Total World Stock Market ETF922042742108,693$12.6M0.06%
149Ssga Active Tr Spdr Blackstone High Income78470P846436,000$12.3M0.06%
150VANGUARD INTL EQUITY FTSE Pacific ETF922042866168,449$12.2M0.06%
151GXO LOGISTICS INC (WI) USD0.01 Common StockGXO294,906$11.5M0.06%
152Vanguard Index Fds Real Estate Etf922908553123,737$11.2M0.05%
153BERKSHIRE HATHAWAY INC USD5 Class A Common StockBRK-A14$11.2M0.05%
154STRYKER CORP USD0.10 Common StockSYK29,028$10.8M0.05%
155GALLAGHER AJ & CO USD1 Common Stock36357610930,962$10.7M0.05%
156VONTIER CORP USD0.0001 Common StockVNT312,092$10.3M0.05%
157IBM CORP USD0.20 Common StockINTR38,821$9.7M0.05%
158QUALCOMM INC USD0.001 Common StockQCOM61,164$9.4M0.05%
159UNION PACIFIC CORP USD2.50 Common StockUNP38,848$9.2M0.04%
160LIVE NATION ENTERTAINMENT INC USD0.01 Common StockLYV68,078$8.9M0.04%
161GUARDANT HEALTH INC USD0.00001 Common StockGH202,127$8.6M0.04%
162Lesaka Technologie COM Stk USD0.001LSAK1,797,332$8.6M0.04%
163INTERNATIONAL PAPER CORP USD1 Common Stock460146103160,251$8.5M0.04%
164ISHARES TRUST Tips Bond ETF46428717675,732$8.4M0.04%
165WELLS FARGO & CO USD1.6666 Common Stock949746101112,556$8.1M0.04%
166BOISE CASCADE COMPANY USD0.01 Common StockBCC77,526$7.6M0.04%
167MICRON TECHNOLOGY INC USD0.10 Common StockMU87,331$7.6M0.04%
168BROADCOM CORP USD1 Common StockAVGO45,254$7.6M0.04%
169Certara Inc COM USD0.01CERT756,990$7.5M0.04%
170EATON CORPORATION PLC USD0.50 Common StockETN27,185$7.4M0.04%
171ISHARES TRUST Global Technology ETF46428729195,168$7.2M0.03%
172WORKDAY INC USD0.001 Cls A Common StockWDAY30,665$7.2M0.03%
173ALIBABA GROUP HOLDINGS LTD Spon ADS Each Rep 1 OrdBBAAY53,735$7.1M0.03%
174Endava Plc Spon Ads Each Rep 1 Ord ShsDAVA360,823$7.0M0.03%
175SYSCO CORP NPV Common StockSYY93,755$7.0M0.03%
176OWENS CORNING INC USD0.01 Common StockOC46,688$6.7M0.03%
177BANK OF NOVA SCOTIA NPV Common Stock064149107133,828$6.3M0.03%
178ISHARES TRUST Russell 2000 ETF46428765531,018$6.2M0.03%
179PHILIP MORRIS INTL INC NPV Common Stock71817210938,284$6.1M0.03%
180LKQ CORP USD0.01 Common StockLKQ142,574$6.1M0.03%
181CANADIAN IMPERIAL BANK NPV Common StockCNDIF104,239$5.9M0.03%
182ALTRIA GROUP INC USD0.333333 Common StockMO97,657$5.9M0.03%
183AGNICO EAGLE MINES LTD NPV Common StockAEM53,637$5.8M0.03%
184VANGUARD INTL EQUITY FTSE Emerging Markets Idx ETF922042858127,316$5.8M0.03%
185FEDEX CORP USD0.10 Common StockFDX23,551$5.7M0.03%
186VANGUARD BOND INDEX FUND Short Term Bond ETF92193782771,722$5.6M0.03%
187BANK OF NEW YORK MELLON CORP USD0.01 Common Stock06405810066,485$5.6M0.03%
188ISHARES TRUST Select Dividend ETF46428716841,366$5.6M0.03%
189Interparfums Inc COM USD0.001INTR48,500$5.5M0.03%
190NOVARTIS AG ADR Rep 1 CHF0.5 (Regd) SharesNVSEF48,946$5.5M0.03%
191BADGER METER INC USD1 Common StockBMI28,539$5.4M0.03%
192GODADDY INC USD0.001 Cls A Common StockGDDY29,613$5.3M0.03%
193CSX CORP USD1 Common StockCSX179,482$5.3M0.03%
194SENTINELONE INC USD0.0001 Cls A Common StockS288,372$5.2M0.03%
195VANGUARD INVESTMENTS Russell 2000 ETF92206C66464,710$5.2M0.03%
196ISHARES TRUST Core S&P Mid-Cap ETF46428750788,215$5.1M0.02%
197ARES CAPITAL CORP USD0.001 Common StockARCC228,292$5.1M0.02%
198ISHARES TRUST MSCI Emerging Markets ETF464287234114,920$5.0M0.02%
199ISHARES INC MSCI Pacific Ex Japan ETF464286665113,773$5.0M0.02%
200STATE STREET CORP USD1 Common StockSTT-PG55,264$4.9M0.02%
201VANGUARD BOND INDEX FUND Total Bond Market ETF92193783567,101$4.9M0.02%
202ON SEMICONDUCTOR USD0.01 Common StockON113,557$4.6M0.02%
203INNODATA INC USD0.01 Common StockINOD127,710$4.6M0.02%
204SMURFIT WESTROCK LTD USD0.001 Common Stock (DI)SW102,395$4.6M0.02%
205TOTAL SE Spon ADR Each Rep 1 Ord SharesTTE70,086$4.5M0.02%
206SPROTT ASSET MGMT Physical SilverSII383,116$4.4M0.02%
207NORTHERN TRUST CORP USD1.666 Common StockNTRSO44,022$4.3M0.02%
208MICROSTRATEGY INC USD0.001 Cls A Common StockSTRK15,057$4.3M0.02%
209BALLYS CORP USD0.01 Com Stock (Rolling ShsBALL350,190$4.3M0.02%
210EMERSON ELECTRIC CO USD0.50 Common StockEMR38,862$4.3M0.02%
211NEWMONT CORP USD1.60 Common StockNEMCL86,686$4.2M0.02%
212PALANTIR TECHNOLOGIES INC USD0.001 Cls A Common StockPLTR49,475$4.2M0.02%
213SONY GROUP CORP Spon Adr Ea Rep 1 Ord SharesSNEJF164,407$4.2M0.02%
214BANK OF MONTREAL NPV Common Stock06367110142,354$4.0M0.02%
215FIRST TRUST Japan AlphaDEX ETF33737J15873,732$4.0M0.02%
216AMGEN INC USD0.0001 Common StockAMGN12,959$4.0M0.02%
217DOVER CORP USD1 Common StockDOV22,421$3.9M0.02%
218TRIMBLE INC NPV Common StockTRMB58,349$3.8M0.02%
219Ishares Trust U.s. Technology Etf46428772126,943$3.8M0.02%
220DOCUSIGN INC USD0.0001 Common StockDOCU45,940$3.7M0.02%
221ISHARES TRUST MSCI ACWI Ex-US ETF46428824066,565$3.7M0.02%
222EOG RESOURCES INC USD0.01 Common StockEOG28,684$3.7M0.02%
223KIMBERLY CLARK CORP NPV Common StockKMB25,740$3.7M0.02%
224ISHARES TRUST Core S&P 500 ETF4642872006,510$3.7M0.02%
225DIVERSIFIED ENERGY CO PLC 20p Ordinary SharesDEC270,316$3.6M0.02%
226MOODYS CORP USD0.01 Common StockMCO7,800$3.6M0.02%
227STARBUCKS CORP USD0.001 Common StockSBUX36,493$3.6M0.02%
228Ishares Gold Trust Ishares New (Post Rev SplitIAU58,979$3.5M0.02%
229Radnet Inc COM Stk USD0.01RDNT69,506$3.5M0.02%
230LULULEMON ATHLETICA INC USD0.01 Common StockLULU12,192$3.5M0.02%
231BROOKFIELD ASSET MGMT Cls A Limited Voting Shs (CAD)11300410571,144$3.4M0.02%
232MANULIFE FINANCIAL CORP NPV Common Stock56501R106109,200$3.4M0.02%
233ISHARES INC MSCI EMU ETF46428660863,413$3.4M0.02%
234ORACLE CORP USD0.01 Common StockORCL-PD23,766$3.3M0.02%
235MARKEL GROUP INC NPV Common StockMKL1,769$3.3M0.02%
236COHEN & STEERS INFRASTRUCTURE USD0.001 Common Stock19248A109127,653$3.3M0.02%
237SPDR SERIES TRUST Barclays Cap Intl Corp Bd ETF78464A151110,328$3.3M0.02%
238BLACKSTONE GROUP INC USD0.00001 Common StockBX23,097$3.2M0.02%
239GENERAC HOLDINGS INC USD0.01 Common StockGNRC25,332$3.2M0.02%
240LITTELFUSE INC USD0.01 Common StockLFUS16,244$3.2M0.02%
241VANGUARD INDEX FUNDS Small Cap ETF92290875114,289$3.2M0.02%
242ISHARES TRUST Barcs 1-5 Yr Inv Grd Corp Bd46428864659,800$3.1M0.02%
243CROWDSTRIKE HOLDINGS INC USD0.0005 Class A Common StockCRWD8,782$3.1M0.01%
244SPDR INDEX SHARES S&P Gbl Infrastructure ETF78463X85549,267$3.1M0.01%
245NOVO-NORDISK AS ADR Rep 1 DKK1 Cls B SharesNONOF42,006$2.9M0.01%
246AMERICAN EXPRESS CORP USD0.20 Common StockAXP10,797$2.9M0.01%
247MONOLITHIC POWER SYSTEM INC USD0.001 Common Stock6098391054,995$2.9M0.01%
248BARRICK GOLD CORP NPV Common Stock (CAD)067901108147,800$2.9M0.01%
249VERALTO CORP USD0.01 Common StockVLTO29,144$2.8M0.01%
250YUM CHINA HOLDINGS INC USD0.01 Common StockYUMC53,722$2.8M0.01%
251INVESCO EXCHANGE TRADING Intl Corp Bond ETFIVZ125,635$2.8M0.01%
252AT&T INC USD1 Common StockT-PC98,140$2.8M0.01%
253CARLISLE COS INC USD1 Common Stock1423391008,000$2.7M0.01%
254VANGUARD WORLD FUNDS Information Technology ETF92204A7025,001$2.7M0.01%
255ISHARES TRUST Russell Midcap Growth ETF46428748122,907$2.7M0.01%
256VANGUARD SCOTTSDAL Short Term Corp Bond Index ETF92206C40933,126$2.6M0.01%
257INVESCO LTD USD0.20 Common StockIVZ171,680$2.6M0.01%
258SMITH (AO) CORP USD1 Common StockAOS38,924$2.5M0.01%
259SHELL PLC Spon ADS Ea Rep 2 Ord ShsRYDAF34,669$2.5M0.01%
260FIRST TRUST NASDAQ Cybersecurity ETF33734X84638,513$2.4M0.01%
261SCHWAB (CHARLES) CORP USD0.01 Common StockSCHW-PJ30,915$2.4M0.01%
262INTEL CORP USD0.001 Common StockINTC106,136$2.4M0.01%
263JACKSON FINANCIAL INC USD0.01 Cls A Common Stock WIJXN-PA28,004$2.3M0.01%
264Kraneshares Tr CSI China Internet Etf50076730666,650$2.3M0.01%
265FIRST TRUST UK AlphaDEX ETF33737J22457,730$2.3M0.01%
266JONES LANG LASALLE USD0.01 Common StockJLL9,154$2.3M0.01%
267ISHARES TRUST Global 100 ETF46428757223,471$2.3M0.01%
268QUANTA SERVICES INC USD0.00001 Common Stock74762E1028,844$2.2M0.01%
269VANGUARD INTL EQUITY European ETF92204287431,484$2.2M0.01%
270YUM BRANDS INC NPV Common StockYUM13,995$2.2M0.01%
271FMC CORP USD0.10 Common StockFMC51,885$2.2M0.01%
272GENERAL MILLS INC USD0.10 Common Stock37033410436,222$2.2M0.01%
273KEURIG DR PEPPER USD0.01 Common StockKDP62,007$2.1M0.01%
274VANGUARD INVESTMENTS Inter-Term Corp Bd Index ETF92206C87025,808$2.1M0.01%
275ZIMMER BIOMET HOLDINGS INC USD0.01 Common StockZBH18,602$2.1M0.01%
276NUTRIEN LTD NPV Common StockNTR42,176$2.1M0.01%
277TORONTO-DOMINION BANK NPV Common StockTORO34,654$2.1M0.01%
278MICROCHIP TECHNOLOGY INC USD0.001 Common StockMCHPP42,859$2.1M0.01%
279AMETEK INC NPV Common StockAME11,951$2.1M0.01%
280ISHARES TRUST S&P Gbl Healthcare Sector46428732522,424$2.0M0.01%
281TEXAS PACIFIC LAND CORP USD0.01 Common StockTPL1,500$2.0M0.01%
282CONOCOPHILLIPS INC USD0.01 Common StockCOP18,837$2.0M0.01%
283FIRST TRUST NASDAQ Clean Edge Smart Grid33737A10817,190$1.9M0.01%
284BRISTOL-MYERS SQUIBB CO NPV Common StockCELG-RI30,864$1.9M0.01%
285PARKER-HANNIFIN CORP USD0.50 Common StockPH3,031$1.8M0.01%
286BROOKFIELD CORP Cls A Limited Voting Shs (CAD)11271J10735,013$1.8M0.01%
287BALL CORP NPV Common StockBALL34,741$1.8M0.01%
288Ishares Trust S&P 500 Value Etf4642874089,245$1.8M0.01%
289Biolife Solutions COM USD0.001BLFS77,086$1.8M0.01%
290Lowe's Cos Inc COM USD0.505486611077,490$1.7M0.01%
291KRAFT HEINZ CO NPV Common StockKHC56,798$1.7M0.01%
292BROWN-FORMAN CORP USD0.15 B Common StockBF-B50,437$1.7M0.01%
293ENPHASE ENERGY INC USD0.00001 Common StockENPH27,330$1.7M0.01%
294WISDOMTREE TRUST Japan Hedged Equity FundWT15,028$1.7M0.01%
295Abrdn Platinum Etf Abrdn Physical Platinum ShaPPLT17,900$1.6M0.01%
296SEA LTD ADS Ea Rep 1 Cls A SharesSE12,466$1.6M0.01%
297ISHARES TRUST MSCI ACWI ETF46428825713,766$1.6M0.01%
298ISHARES INC Core MSCI Emerging Mkts ETF46434G10329,485$1.6M0.01%
299GOLAR LNG USD1 Common StockGLNG41,090$1.6M0.01%
300Ishares Trust MSCI All Country Asia Ex46428818221,069$1.6M0.01%
301BLOCK INC USD0.0000001 Cls A Com StockBSQKZ27,309$1.5M0.01%
302AIRBNB INC USD0.0001 Class A Common StockABNB11,915$1.4M0.01%
303Ishares Trust Core S&P Small-Cap Etf46428780413,604$1.4M0.01%
304BOEING CO USD5 Common StockBA-PA8,302$1.4M0.01%
305FIRST TRUST Eurozone AlphaDEX ETF33737J50529,800$1.4M0.01%
306LOEWS CORP USD1 Common StockL15,000$1.4M0.01%
3073M COMPANY USD0.01 Common StockMMM9,214$1.4M0.01%
308SPDR INDEX SHARES Eurostoxx 50 ETF78463X20224,275$1.3M0.01%
309XPO Inc COM USD0.001XPO12,225$1.3M0.01%
310Utd Therapeutic COM USD0.01UTHR4,260$1.3M0.01%
311LIMONEIRA CORP NPV Common StockLMNR73,360$1.3M0.01%
312CAE INC NPV Common StockCAE52,000$1.3M0.01%
313VANGUARD INDEX FUNDS Total Stock Market ETF9229087694,549$1.3M0.01%
314Ishares Trust 7-10 Year Treasury Bd Etf46428744013,075$1.2M0.01%
315Blackstone Secd Ln COM USD0.001BX38,473$1.2M0.01%
316WHEATON PRECIOUS METALS CORP NPV Common StockWPM15,997$1.2M0.01%
317STANLEY BLACK & DECKER INC USD2.50 Common StockSWK15,679$1.2M0.01%
318COINBASE GLOBAL INC 0.00001 Class A Common StockCOIN6,987$1.2M0.01%
319PTC Therapeutics I COM USD0.001PTCT23,500$1.2M0.01%
320SPDR SERIES TRUST S&P Dividend ETF78464A7638,675$1.2M0.01%
321ARCHER-DANIELS-MIDLAND CO NPV Common StockADM23,660$1.1M0.01%
322THE TRADE DESK INC USD0.000001 Cls A Common Stock88339J10520,538$1.1M0.01%
323RIO TINTO PLC ADR Each Rep 1 Ordinary SharesRTNTF18,863$1.1M0.01%
324ARM HOLDINGS PLC Spon ADR Each Rep 1 Ord Shs04206820510,462$1.1M0.01%
325DOLLAR GENERAL CORP USD0.875 Common Stock25667710512,326$1.1M0.01%
326VANGUARD WORLD FUNDS Healthcare ETF92204A5043,934$1.0M0.01%
327Ishares Trust Iboxx USD Invst Grade Corp4642872429,511$1.0M0.00%
328Vanguard Index Fds Vanguard Value Etf9229087445,900$1.0M0.00%
329GRAYSCALE BITCOIN TRUST ETF NPV Common StockGBTC15,630$1.0M0.00%
330Carnival Corp Paired Ctf (1 Com Carn & 1CUKPF51,064$997,2800.00%
331BCE INC NPV Common StockBCPPF43,318$994,1470.00%
332Vanguard Intl Equi Ftse ALL-World Ex-Us Etf92204277516,315$989,6680.00%
333ASP Isotopes Inc COM USD0.01ASPI205,929$965,8070.00%
334Albertsons Cos Inc COM USD0.01 Class A01309110343,500$956,5650.00%
335PROSHARES TRUST UltraPro QQQ ETF74347X83116,193$927,8590.00%
336Banco Bilbao Vizca ADS Each Rep 1 Ord EUR0.49BBVXF67,109$914,0250.00%
337ISHARES TRUST 0-5 Year TIPS Bond ETF46429B7478,812$911,7770.00%
338ISHARES INC Silver Trust ETFSLV29,130$902,7380.00%
339OCCIDENTAL PETROLEUM CORP USD0.20 Common Stock67459910517,975$887,2460.00%
340ASTRAZENECA PLC Spon ADR Rep 1 USD0.5 Ord ShsAZN11,991$881,3380.00%
341ADVANCED MICRO DEVICES INC USD0.01 Common StockAMD8,543$877,7070.00%
342PHILLIPS 66 USD0.01 Common StockPSX6,750$833,4890.00%
343Wisdomtree Trust Emerging Mkts High Divid FdWT19,755$831,2900.00%
344TREX COMPANY INC USD0.01 Common StockTREX14,282$829,7840.00%
345Ishares Trust MSCI Usa Quality Factor Etf46432F3394,793$819,0760.00%
346TETRA TECH INC USD0.01 Common StockTTEK27,790$812,8570.00%
347VANECK VECTORS ETF Gold Miners ETF92189F10617,647$811,2320.00%
348PENUMBRA INC USD0.001 Common StockPEN3,000$802,2300.00%
349ALLSTATE CORP NPV Common StockALL-PJ3,864$800,1180.00%
350Xenon Pharmaceutic COM NpvXENE23,666$793,9940.00%
351BROOKFIELD INFRASTRUCTURE PRTS Partners L P SharesG1625210126,592$792,1750.00%
352FIRST TRUST Asia Pac Ex Jpn AlphaDEX ETF33737J10927,703$786,6260.00%
353FIRST TRUST Emerging Markets AlphaDEX ETF33737J18234,355$785,3240.00%
354Ishares Trust Ishares MSCI India Etf USD46429B59815,048$774,6710.00%
355Invesco Exch Trdii Rafi Developed Markets ExIVZ14,600$759,0540.00%
356FASTENAL COMPANY USD0.01 Common StockFAST9,648$748,2020.00%
357EQUINOX GOLD CORP NPV Com Stk (Post Rev Split)EQX108,129$743,1530.00%
358PAN AMERICAN SILVER CORP NPV Common Stock69790010828,411$733,8470.00%
359MEDTRONIC PLC USD0.0001 Common StockMDT8,131$730,6510.00%
360NIO INC Spon ADS Each Rep 1 Ord SharesNIOIF190,251$724,8560.00%
361AMERIPRISE FINANCIAL INC USD0.01 Common Stock03076C1061,496$724,2280.00%
362INGERSOLL RAND INC USD1 Common StockIR9,044$723,7910.00%
363GLOBAL X FUNDS Copper Miners ETF37954Y83018,521$723,6150.00%
364SUN LIFE FINANCIAL INC NPV Common StockSUNFF12,641$723,3420.00%
365AUTO DATA PROCESS USD0.10 Common StockADP2,356$719,8280.00%
366TC ENERGY CORP NPV Common StockTRPRF14,878$702,5110.00%
367PPG Industries Inc COM USD1.6666935061076,422$702,2460.00%
368Invesco Exch Trdii Rafi Emerging Markets EtfIVZ32,180$699,5930.00%
369CANADIAN NATIONAL RAILWAYS CO NPV Common Stock1363751027,155$696,1810.00%
370NU HOLDINGS LTD USD0.000006666666 Cls A ComNU67,390$690,0730.00%
371Ishares Trust Europe Etf46428786111,642$677,5640.00%
372ICON PLC EUR0.06 Ordinary SharesICLR3,800$664,9620.00%
373MAXCYTE INC USD0.01 Ordinary SharesMXCT244,641$660,5260.00%
374ISHARES TRUST S&P Global Clean Energy Index46428822457,687$658,7850.00%
375ARES MANAGEMENT CORP USD0.01 Cls A Common StockARES-PB4,467$654,9060.00%
376HP INC USD0.01 Common StockHPQ23,312$645,5090.00%
377CDN NATURAL RESOURCES NPV Common Stock13638510120,958$644,8640.00%
378PIMCO HIGH INCOME FUND USD0.00001 Common Stock722014107131,400$642,5460.00%
379UNILEVER PLC ADS Ea Rep 1 Ord ShareUNLYF10,768$640,9860.00%
380Wisdomtree Trust US Largecap FundWT10,790$639,6310.00%
381FIRST TRUST Cloud Computing ETF33734X1926,251$639,0390.00%
382ENBRIDGE INC NPV Common StockENNPF14,422$638,4120.00%
383ISHARES TRUST US Aerospace & Defense ETF4642887604,164$637,5080.00%
384WD-40 CO USD0.001 Common StockWDFC2,600$634,4000.00%
385ISHARES TRUST Global Energy ETF46428734115,046$632,9850.00%
386Sprott Fds Tr Junior Uranium Miners EtfSII43,575$625,7370.00%
387Ishares Trust Global Reit Etf46434V64725,731$624,2340.00%
388FIRST SOLAR INC USD0.001 Common StockFSLR4,857$614,0700.00%
389FIDELITY NATIONAL INFORMATION USD0.01 Common Stock31620M1068,188$611,4800.00%
390SPDR SERIES TRUST S&P MidCap 400 ETFMDY1,140$608,1670.00%
391VERTEX PHARMACEUTICAL INC USD0.01 Common StockVRTX1,251$606,5090.00%
392FIRST TRUST Mid Cap Core AlphaDEX ETF33735B1085,504$599,8250.00%
393EXACT SCIENCES CORP USD0.01 Common Stock30063P10513,714$593,6790.00%
394GENERAL DYNAMICS CORP USD1 Common StockGD2,166$590,4080.00%
395KELLANOVA USD0.25 Common StockBEKE7,108$586,3390.00%
396WEYERHAUSER CO USD1.25 Common StockWY19,780$579,1580.00%
397ISHARES TRUST Expanded Tech-Software ETF4642875156,360$565,9760.00%
398WILLIS TOWERS WATSON PLC USD0.000304635 Common StockWTW1,666$563,0240.00%
399ARISTA NETWORKS INC USD0.0001 Common Stock (P/R)ANET7,226$559,8700.00%
400COPART INC USD0.001 Common StockCPRT9,882$559,2220.00%
401Sixth Street Speci COM USD0.01TSLX24,202$541,6410.00%
402TRANSALTA CORP MTN NPV Common SharesTACPF57,012$531,9220.00%
403VERONA PHARMA Spon ADR Each Rep 8 Ord Shs9250501068,218$521,7610.00%
404TIMKEN CO NPV Common StockTKR7,200$517,4640.00%
405SPDR SERIES TRUST S&P Semiconductor ETF78464A8622,568$515,5770.00%
406DISCOVER FINANCIAL SERVICES USD0.01 Common Stock2547091083,016$514,8310.00%
407L3 HARRIS TECHNOLOGIES INC USD1.00 Common StockLHX2,454$513,6460.00%
408FERROVIAL SE EUR0.01 SharesFER11,500$511,5200.00%
409Xpeng Inc Spon Ads Ea Rep 2 Cl A OrsXPNGF24,548$508,6350.00%
410Oramed Pharma Inc COM USD0.001ORMP236,803$506,7580.00%
411Spectral Ai Inc COM USD0.0001 Cl AMDAIW434,182$499,3090.00%
412Biglari Holdings COM Npv Class BBH2,300$498,0420.00%
413FIRST TRUST Enhanced Short Maturity ETF33739Q4088,263$494,4570.00%
414ISHARES TRUST Core MSCI EAFE ETF46432F8426,517$493,0110.00%
415SPOTIFY TECHNOLOGY EUR0.000625 Common StockSPOT879$483,4760.00%
416NORDIC AMERICAN TANKERS LTD USD0.01 Common StockNAT193,950$477,1170.00%
417APA CORP USD0.625 Common StockAPA22,600$475,0520.00%
418COMCAST CORP USD1 A Common StockCCZ12,708$468,9250.00%
419IMPERIAL OIL NPV Common StockIMO6,483$468,2150.00%
420PROLOGIS INC USD0.01 Common StockPLDGP4,112$459,6800.00%
421FIRST TRUST Long/Short Equity ETF33739P1037,120$456,2490.00%
422Hyatt Hotels Corp COM USD0.01 Class 'A'H3,717$455,3330.00%
423Ishares Trust US Real Estate Etf USD4642877394,608$441,2160.00%
424APPFOLIO INC USD0.0001 Cls A Common StockAPPF2,000$439,8000.00%
425CARRIER GLOBAL CORP USD0.01 Common Stock (WI)CARR6,921$438,7910.00%
426Surf Air Mobility COM USD0.0001(Post Rev SpliSRFM161,759$431,8970.00%
427Bowhead Specialty COM USD0.01BOW10,500$426,8250.00%
428CORTEVA INC USD0.01 Common Stock (WI)CTVA6,623$416,7850.00%
429KINDER MORGAN INC USD0.01 Common StockEP-PC14,414$411,2310.00%
430PROGRESSIVE CORP USD1 Common Stock7433151031,436$406,4020.00%
431STARWOOD PROPERTY TRUST INC USD0.01 Common StockSTHO20,490$405,0870.00%
432CORNING INC USD0.50 Common StockGLW8,845$404,9230.00%
433SUNCOR ENERGY INC New NPV Common Stock (CAD)SU10,450$404,5330.00%
434ALAMOS GOLD INC NPV Class A Common StockAGI15,080$403,2180.00%
435LEGG MASON ETF Franklin Low Vol Hi Div ETF52468L50512,423$402,1320.00%
436CVS CORP USD0.01 Common StockCVS5,913$400,6050.00%
437NEW YORK LIFE INVESTMENTS ETF Hedge Multi-Strat Tracker ETF45409B10712,783$400,2350.00%
438COEUR MINING INC USD1 Common Stock19210850449,241$396,8040.00%
439VANGUARD INDEX FUNDS Extended Market ETF9229086522,300$396,1980.00%
440FIRST TRUST High Yield Long/Short ETF33738D4089,595$393,7780.00%
441FIRST MAJESTIC SILVER NPV Common StockAG58,732$392,8940.00%
442ISHARES TRUST Semiconductor ETF4642875232,080$391,3940.00%
443Iqvia Holdings Inc COM USD0.01IQV2,160$380,8080.00%
444Arch Capital Group COM USD0.01G0450A1053,917$376,7370.00%
445GILEAD SCIENCES INC USD0.001 Common StockGILD3,343$374,5830.00%
446Wisdomtree Trust US Largecap Dividend FundWT4,700$373,0390.00%
447VANGUARD INDEX FUNDS Small Cap Value ETF9229086112,000$372,5800.00%
448VANGUARD SCOTTSDAL Russell 1000 Growth Index ETF92206C6803,950$366,5210.00%
449Stepan Co COM USD1SCL6,650$366,0160.00%
450DUPONT DE NEMOURS INC USD0.01 Common StockDD4,874$363,9900.00%
451ING GROEP NV Spon ADR Each Rep 1 EUR0.24INGVF18,511$362,6300.00%
452Pimco Corporate & COM USD0.00001PTY24,000$347,0400.00%
453BAKER HUGHES COMPANY USD0.0001 Cls A Common StockBKR7,714$339,0300.00%
454Ishares Trust Russell 1000 Value Etf4642875981,747$328,7160.00%
455MCCORMICK & CO INC NPV Vtg Common StockMKC-V4,000$328,2000.00%
456FORTINET INC USD0.001 Common StockFTNT3,383$325,3600.00%
457TARGET CORP USD0.0833 Common StockTGT3,115$325,0810.00%
458LEMONADE INC USD0.00001 Common StockLMND10,278$323,0370.00%
459GSK PLC Spon ADS Each Rep 2 Ord SharesGLAXF8,176$316,4220.00%
460ISHARES INC Edge MSCI Min Vol Gbl Mkts ETF4642865252,707$315,0130.00%
461THE TRAVELERS CO INC NPV Common StockTRV1,166$308,3600.00%
462HEWLETT PACKARD ENTERPRISE CO USD0.01 Common StockHPE-PC19,717$304,2330.00%
463LAM RESEARCH CORP USD0.001 Com Stock (P/S)LRCX4,110$298,7970.00%
464HARMONY GOLD MINING CO Spon ADR Rep 1 ZAR0.50 Ord ShsHGMCF20,546$298,4590.00%
465SNOWFLAKE INC USD0.0001 Class A Common StockSNOW1,992$291,1500.00%
466Immunitybio Inc COM USD0.0001IBRX96,620$290,8260.00%
467FIRST TRUST SMID Cap Rising Div Achvrs ETF33741X1028,636$289,3060.00%
468Transdigm Gp Inc COM USD0.01TDG207$286,3410.00%
469MAXLINEAR INC USD0.01 Common StockMXL26,320$285,8350.00%
470UNITED RENTALS INC USD0.01 Common StockURI451$282,6410.00%
471ISHARES BITCOIN TRUST ETF NPV Common StockIBIT6,002$280,9530.00%
472CARMAX INC USD0.50 Common StockKMX3,600$280,5120.00%
473DOMINOS PIZZA INC USD0.01 Common StockDPZ610$280,2640.00%
474BAIDU INC ADS Each Rep 1 Ord Cls A ShareBAIDF3,016$277,5620.00%
475TRACTOR SUPPLY CO USD0.008 Common StockTSCO5,000$275,5000.00%
476Digital Turbine In COM USD0.0001APPS101,015$274,2560.00%
477FIRST TRUST Large Cap Core Alphadex ETF33734K1092,664$272,9530.00%
478MODERNA INC USD0.0001 Common StockMRNA9,595$272,0180.00%
479BP PLC ADR Cnv Into 6 USD0.25 Ord ShsBPPFF8,037$271,5080.00%
480SPROTT INC NPV Common Stock (P/R Split)SII6,060$271,4780.00%
481DOW INC USD0.01 Common Stock WIDOW7,768$271,2580.00%
482Uranium Energy Cor COM USD0.001UEC56,650$270,7870.00%
483ANALOG DEVICES USD16.666 Common StockADI1,328$267,8180.00%
484AMERICAN INTL GROUP INC NPV Common Stock0268747843,071$266,9930.00%
485OMNICOM GROUP INC USD0.15 Common StockOMC3,188$264,3170.00%
486SAP AG Spon ADR Ea Rep 1 Ord ShsSAPGF995$263,0190.00%
487Global X Fds Global X Silver Miners Etf37954Y8486,655$262,5400.00%
488IAMGOLD CORP NPV Common StockIAG41,890$261,7980.00%
489Ishares Trust India 50 Etf4642895295,120$259,9420.00%
490MAG SILVER CORP NPV Common Stock55903Q10416,957$258,5460.00%
491DRDGOLD LTD Spon ADR Ea Rep 10 NPV Ord ShsDRDGF16,575$256,4150.00%
492AMERICAN WATER WORKS USD0.01 Common Stock0304201031,730$255,2090.00%
493EXELIXIS INC USD0.001 Common StockEXEL6,847$252,7910.00%
494Soho House & Co In COM USD0.01 Cl A58600110940,850$252,4530.00%
495AST SPACEMOBILE INC USD0.0001 Class A Common StockASTS10,830$246,2740.00%
496SPDR SERIES TRUST S&P Aerospace & Defense ETF78464A6311,527$245,3730.00%
497Ishares Trust Core S&P Total U S Stk Mkt4642871502,000$244,0200.00%
498Iovance Biotherape COM USD0.000041666IOVA73,154$243,6030.00%
499MARATHON PETROLEUM CORP USD0.01 Common StockMARA1,659$241,6990.00%
500HECLA MINING CO USD0.25 Common Stock42270410642,854$238,2680.00%