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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

STRATEGY ASSET MANAGERS LLC

Quarter ended Q3 2024 · Filed November 8, 2024 · Accession 0001166716-24-000005

Total Value
$520.9M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO133,336$23.0M4.42%
2MICROSOFT CORPMSFT51,120$22.0M4.22%
3JPMORGAN CHASE & CO.VYLD71,330$15.0M2.89%
4APPLE INCAAPL62,281$14.5M2.79%
5LOCKHEED MARTIN CORPLMT24,701$14.4M2.77%
6ELI LILLY & COLLY15,929$14.1M2.71%
7ALPHABET INCGOOG83,788$13.9M2.67%
8RETAIL OPPORTUNITY INVTS COR76131N101876,179$13.8M2.65%
9CONSTELLATION ENERGY CORPCEG44,768$11.6M2.23%
10EMERSON ELEC COEMR88,589$9.7M1.86%
11META PLATFORMS INCMETA16,575$9.5M1.82%
12JOHNSON & JOHNSONJNJ57,484$9.3M1.79%
13CISCO SYS INCCSCO170,465$9.1M1.74%
14GALLAGHER ARTHUR J & CO36357610930,672$8.6M1.66%
15BERKSHIRE HATHAWAY INC DELBRK-A18,675$8.6M1.65%
16WALMART INCWMT95,150$7.7M1.48%
17CHEVRON CORP NEWCVX48,538$7.1M1.37%
18HONEYWELL INTL INC43851610634,114$7.1M1.35%
19BP PLCBPPFF223,515$7.0M1.35%
20EATON CORP PLCETN21,166$7.0M1.35%
21GENERAL DYNAMICS CORPGD23,208$7.0M1.35%
22SPDR S&P 500 ETF TRSPY12,218$7.0M1.35%
23INTERCONTINENTAL EXCHANGE IN45866F10442,165$6.8M1.30%
24TEXAS INSTRS INC88250810432,561$6.7M1.29%
25MICROCHIP TECHNOLOGY INC.MCHPP83,007$6.7M1.28%
26AON PLCAON19,147$6.6M1.27%
27ISHARES TR46428720011,429$6.6M1.27%
28HOME DEPOT INCHD15,956$6.5M1.24%
29INVESCO EXCHANGE TRADED FD TIVZ35,435$6.3M1.22%
30INVESCO QQQ TRIVZ12,991$6.3M1.22%
31NVIDIA CORPORATIONNVDA51,902$6.3M1.21%
32BHP GROUP LTDBHPLF100,799$6.3M1.20%
33UNITEDHEALTH GROUP INCUNH9,755$5.7M1.09%
34WASTE MGMT INC DEL94106L10925,971$5.4M1.04%
35DISNEY WALT CO25468710650,914$4.9M0.94%
36PHILIP MORRIS INTL INC71817210936,720$4.5M0.86%
37ACCENTURE PLC IRELANDACN12,267$4.3M0.83%
38DICKS SPORTING GOODS INC25339310220,725$4.3M0.83%
39MERCK & CO INCMRK36,005$4.1M0.78%
40DUKE ENERGY CORP NEWDUKB34,791$4.0M0.77%
41BECTON DICKINSON & COBDX16,259$3.9M0.75%
42MERCADOLIBRE INCMELI1,898$3.9M0.75%
43COSTCO WHSL CORP NEW22160K1054,302$3.8M0.73%
44ELEVANCE HEALTH INCELV6,943$3.6M0.69%
45ISHARES TR46434V61373,708$3.5M0.67%
46CORNING INCGLW75,713$3.4M0.66%
47MEDTRONIC PLCMDT36,933$3.3M0.64%
48AMAZON COM INCAMZN17,641$3.3M0.63%
49SELECT SECTOR SPDR TR81369Y20920,598$3.2M0.61%
50NATIONAL GRID PLCNMPWP44,547$3.1M0.60%
51SYSCO CORPSYY39,492$3.1M0.59%
52SPDR SER TR78464A76320,332$2.9M0.55%
53ALTRIA GROUP INCMO54,888$2.8M0.54%
54FIRST TR EXCHANGE-TRADED FD33733B10024,974$2.7M0.52%
55AIR PRODS & CHEMS INCAIIR9,089$2.7M0.52%
56FIRST TR EXCHANGE-TRADED FD33733E10427,698$2.5M0.48%
57SELECT SECTOR SPDR TR81369Y8039,056$2.0M0.39%
58ISHARES TR46428858820,851$2.0M0.38%
59VISA INCV7,140$2.0M0.38%
60ISHARES TR46428867917,348$1.9M0.37%
61ISHARES TR46429B69718,758$1.7M0.33%
62BOSTON SCIENTIFIC CORPBSX20,240$1.7M0.33%
63GLOBAL X FDS37954Y67339,661$1.6M0.31%
64INTUITIVE SURGICAL INCISRG3,254$1.6M0.31%
65SELECT SECTOR SPDR TR81369Y50617,784$1.6M0.30%
66ISHARES TR46432F84219,887$1.6M0.30%
67BOOKING HOLDINGS INCBKNG358$1.5M0.29%
68ISHARES TR46435U71331,839$1.5M0.29%
69T-MOBILE US INCTMUSZ6,929$1.4M0.27%
70ISHARES TR46428746516,371$1.4M0.26%
71THERMO FISHER SCIENTIFIC INCTMO2,195$1.4M0.26%
72FORTINET INCFTNT17,240$1.3M0.26%
73FAIR ISAAC CORPFICO681$1.3M0.25%
74VERTEX PHARMACEUTICALS INCVRTX2,709$1.3M0.24%
75ISHARES TR46428743211,363$1.1M0.21%
76PEPSICO INCPEP6,499$1.1M0.21%
77INVESCO EXCHANGE TRADED FD TIVZ20,804$1.1M0.21%
78ALPS ETF TR00162Q45222,969$1.1M0.21%
79NRG ENERGY INCNRG11,784$1.1M0.21%
80ABBOTT LABSABLZF9,392$1.1M0.21%
81ADOBE INCADBE2,057$1.1M0.20%
82COLGATE PALMOLIVE COCL10,242$1.1M0.20%
83ISHARES TR4642872429,372$1.1M0.20%
84ALPHABET INCGOOG6,322$1.1M0.20%
85CHIPOTLE MEXICAN GRILL INCCMG18,258$1.1M0.20%
86MCDONALDS CORPMCD3,399$1.0M0.20%
87TETRA TECH INC NEWTTEK21,335$1.0M0.19%
88ISHARES TR46435G4257,961$1.0M0.19%
89QUANTA SVCS INC74762E1023,363$1.0M0.19%
90ISHARES TR46428745712,049$1.0M0.19%
91TRANE TECHNOLOGIES PLCTT2,531$983,8760.19%
92AMGEN INCAMGN2,962$954,3780.18%
93PALANTIR TECHNOLOGIES INCPLTR24,913$926,7640.18%
94VISTRA CORPVST7,787$923,0490.18%
95DECKERS OUTDOOR CORPDECK5,744$915,8810.18%
96TARGA RES CORPTRGP6,159$911,5940.18%
97ISHARES INC46434G10315,289$877,7230.17%
98MCKESSON CORPMCK1,738$859,3020.16%
99GE AEROSPACE3696043014,528$853,8190.16%
100SPDR SER TR78464A85412,604$850,8880.16%
101PHILLIPS 66PSX6,459$849,0370.16%
102IRON MTN INC DEL46284V1017,101$843,8120.16%
103SPDR SER TR78464A6315,248$825,6760.16%
104EQUIFAX INCEFX2,800$822,9320.16%
105KLA CORPKLAC1,059$820,1000.16%
106PROCTER AND GAMBLE CO7427181094,718$817,0770.16%
107NETAPP INCNTAP6,532$806,7670.15%
108VANGUARD INTL EQUITY INDEX F9220427426,674$798,8360.15%
109TRANSDIGM GROUP INCTDG544$776,3590.15%
110LEIDOS HOLDINGS INCLDOS4,754$774,9020.15%
111VANGUARD BD INDEX FDS92193783510,296$773,3570.15%
112PACKAGING CORP AMER6951561093,532$760,7930.15%
113STRYKER CORPORATIONSYK2,105$760,2840.15%
114TJX COS INC NEW8725401096,386$750,6100.14%
115VANGUARD INDEX FDS9229083631,402$739,7940.14%
116AUTOMATIC DATA PROCESSING INADP2,635$729,2030.14%
117KKR & CO INCKKRT5,556$725,5020.14%
118DIAMONDBACK ENERGY INCFANG4,112$708,9090.14%
119HARTFORD FINL SVCS GROUP INCHIG-PG6,023$708,3650.14%
120WILLIAMS COS INC96945710015,384$702,2970.13%
121INVESCO EXCHANGE TRADED FD TIVZ7,048$695,5130.13%
122WELLS FARGO CO NEW94974610112,231$690,9290.13%
123ARISTA NETWORKS INCANET1,771$679,7450.13%
124WABTEC9297401083,731$678,1840.13%
125GOLDMAN SACHS GROUP INCGSCE1,355$670,8860.13%
126SEAGATE TECHNOLOGY HLDNGS PLSE6,092$667,2570.13%
127GODADDY INCGDDY4,238$664,4340.13%
128MARTIN MARIETTA MATLS INC5732841061,232$663,1240.13%
129NEWS CORP NEWNWSLL23,502$656,8810.13%
130HILTON WORLDWIDE HLDGS INCHLT2,777$640,0990.12%
131FIRST TR VALUE LINE DIVID IN33734H10613,831$629,1500.12%
132MONDELEZ INTL INC6092071058,526$628,0870.12%
133FIDELITY MERRIMACK STR TR31618830913,153$614,7710.12%
134BROWN & BROWN INCBRO5,821$603,0500.12%
135GRAINGER W W INC384802104576$598,0170.11%
136BLACKROCK INCBLK629$597,0490.11%
137PRUDENTIAL FINL INCPUKPF4,855$587,9410.11%
138ISHARES TR4642877213,817$578,7880.11%
139REGENERON PHARMACEUTICALSREGN548$576,0800.11%
140STARBUCKS CORPSBUX5,856$570,9090.11%
141AMPHENOL CORP NEW0320951018,744$569,7590.11%
142LAM RESEARCH CORPLRCX694$566,3600.11%
143VANGUARD WORLD FD92204A702937$549,5850.11%
144FIRST TRUST LRGCP GWT ALPHAD33735K1084,119$541,4010.10%
145AFLAC INCAFL4,764$532,6560.10%
146QUALCOMM INCQCOM3,116$529,8570.10%
147WESTERN DIGITAL CORP.WDC7,635$521,3940.10%
148NOVO-NORDISK A SNONOF4,364$519,6210.10%
149SPDR GOLD TRGLD2,130$517,7180.10%
150MICRON TECHNOLOGY INCMU4,923$510,5690.10%
151CROWDSTRIKE HLDGS INCCRWD1,784$500,3580.10%
152EXXON MOBIL CORPXOM4,257$499,0550.10%
153ISHARES TR4642876141,302$488,7450.09%
154TESLA INCTSLA1,842$481,9220.09%
155GARMIN LTDGRMN2,669$469,8240.09%
156LOWES COS INC5486611071,689$457,4020.09%
157NEXTERA ENERGY INCNEE-PW5,340$451,3520.09%
158AMERICAN EXPRESS COAXP1,658$449,6500.09%
159MASTERCARD INCORPORATEDMA892$440,4700.08%
160XYLEM INCXYL3,262$440,4370.08%
161ISHARES TR4642886468,270$435,5210.08%
162DANAHER CORPORATION2358511021,561$433,9890.08%
163ISHARES TR4642878043,705$433,3530.08%
164CINTAS CORPCTAS2,020$415,8250.08%
165NEW JERSEY RES CORPNJR8,592$405,5440.08%
166SHERWIN WILLIAMS COSHW1,061$404,9110.08%
167PAYCHEX INCPAYX2,997$402,1660.08%
168LINDE PLCLIN838$399,7720.08%
169S&P GLOBAL INCSPGI773$399,1280.08%
170INVESCO EXCHANGE TRADED FD TIVZ3,852$397,7580.08%
171PROLOGIS INC.PLDGP3,122$394,2310.08%
172CENCORA INCCOR1,730$389,3550.07%
173UNION PAC CORPUNP1,565$385,8280.07%
174FEDERAL RLTY INVT TR NEW3137451013,337$383,6790.07%
175EMCOR GROUP INCEME888$382,3110.07%
176COMCAST CORP NEWCCZ9,122$381,0430.07%
177FIRST TR EXCHANGE-TRADED FD33738R5066,429$380,6470.07%
178CHUBB LIMITEDCB1,320$380,5440.07%
179ANALOG DEVICES INCADI1,653$380,4280.07%
180CASEYS GEN STORES INC1475281031,011$379,8430.07%
181NETFLIX INCNFLX533$378,0410.07%
182L3HARRIS TECHNOLOGIES INCLHX1,586$377,3060.07%
183ILLINOIS TOOL WKS INC4523081091,426$373,7840.07%
184ATMOS ENERGY CORPATO2,676$371,1930.07%
185BROADRIDGE FINL SOLUTIONS IN11133T1031,699$365,3370.07%
186CMS ENERGY CORPCMS-PC5,122$361,7860.07%
187DOMINOS PIZZA INCDPZ830$357,0160.07%
188ZOETIS INCZTS1,822$355,9020.07%
189WEC ENERGY GROUP INCWEC3,692$355,0520.07%
190PARKER-HANNIFIN CORPPH562$354,7760.07%
191NIKE INCNKE4,005$354,0400.07%
192TRACTOR SUPPLY COTSCO1,198$348,4550.07%
193REALTY INCOME CORPO5,489$348,0840.07%
194ISHARES TR4642875075,558$346,3630.07%
195DIMENSIONAL ETF TRUST25434V70810,076$345,5130.07%
196ECOLAB INCECL1,348$344,0610.07%
197CHURCH & DWIGHT CO INCCHD3,275$342,9910.07%
198PROSHARES TR74348A4673,206$342,2740.07%
199AMERICAN WTR WKS CO INC NEW0304201032,329$340,5450.07%
200FACTSET RESH SYS INC303075105735$338,1810.06%
201SELECT SECTOR SPDR TR81369Y7042,474$335,0570.06%
202ADVISORSHARES TR00768Y2065,209$331,5010.06%
203SCHWAB STRATEGIC TR8085247973,921$331,4010.06%
204HENRY JACK & ASSOC INC4262811011,856$327,6350.06%
205COMMERCE BANCSHARES INCCBSH5,486$325,8800.06%
206ABBVIE INCABBV1,643$324,4600.06%
207COCA COLA COKO4,514$324,3760.06%
208DIMENSIONAL ETF TRUST25434V4015,180$322,1960.06%
209SCHWAB STRATEGIC TR8085245083,848$319,7580.06%
210SUPER MICRO COMPUTER INCSMCI747$311,0510.06%
211TARGET CORPTGT1,971$307,1470.06%
212ISHARES TR4642882813,281$307,0810.06%
213EVERCORE INCEVR1,210$306,5410.06%
214MCCORMICK & CO INCMKC-V3,716$305,8230.06%
215BANK AMERICA CORP0605051047,567$300,2440.06%
216ENERGY TRANSFER L PET-PI18,627$298,9630.06%
217FIRST TR EXCHANGE-TRADED FD33738R6055,084$296,2240.06%
218VANGUARD INDEX FDS9229087691,046$296,1850.06%
219PPG INDS INC6935061072,232$295,6710.06%
220ISHARES TR46432F3391,632$292,5310.06%
221ISHARES TR4642872913,530$291,3720.06%
222HOPE BANCORP INCHOPE23,135$290,5740.06%
223ISHARES TR4642874402,911$285,5870.05%
224BROWN FORMAN CORPBF-B5,494$270,3020.05%
225MORGAN STANLEYMS-PQ2,571$268,0010.05%
226GE VERNOVA INCGEV1,016$259,0600.05%
227SPROUTS FMRS MKT INC85208M1022,293$253,1700.05%
228FERRARI N VRACE535$251,5090.05%
229INVESCO ACTIVELY MANAGED EXCIVZ5,170$249,7110.05%
230VANGUARD INTL EQUITY INDEX F9220428585,163$247,0690.05%
231BLOCK H & R INCBSQKZ3,864$245,5570.05%
232CANADIAN NATL RY CO1363751022,054$240,6260.05%
233PALO ALTO NETWORKS INCPANW701$239,6020.05%
234PRICE T ROWE GROUP INCTROW2,169$236,2300.05%
235FIRST TR EXCHNG TRADED FD VI33740F8889,235$232,0760.04%
236VANGUARD INDEX FDS922908629829$218,7350.04%
237ISHARES TR46432F3961,041$211,1040.04%
238SNAP ON INCSNA723$209,4600.04%
239TAYLOR MORRISON HOME CORPTMHC2,953$207,4780.04%
240PIMCO ETF TR72201R7182,147$206,0260.04%
241SPDR SER TR78464A3592,623$200,8960.04%
242QUANTUMSCAPE CORPQS18,714$107,6060.02%
243DESTINY TECH100 INCDXYZ10,500$104,4750.02%
244OUTBRAIN INCTEAD12,391$60,2200.01%
245INDAPTUS THERAPEUTICS INCINDP45,336$56,2170.01%
246NORTHERN DYNASTY MINERALS LT66510M20435,000$11,6030.00%