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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

Valley Brook Capital Group, Inc.

Quarter ended Q2 2023 · Filed May 4, 2023 · Accession 0001172661-23-001829

Total Value
$108.4M
Positions
110
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (110)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL58,094$9.6M8.83%
2MICROSOFT CORPMSFT25,057$7.2M6.66%
3HOME DEPOT INCHD13,954$4.1M3.80%
4ABBVIE INCABBV23,140$3.7M3.40%
5UNITEDHEALTH GROUP INCUNH6,920$3.3M3.02%
6RAYTHEON TECHNOLOGIES CORPRTX30,196$3.0M2.73%
7UNION PAC CORPUNP14,272$2.9M2.65%
8JPMORGAN CHASE & COVYLD20,222$2.6M2.43%
9THERMO FISHER SCIENTIFIC INCTMO4,340$2.5M2.31%
10NIKE INCNKE19,123$2.3M2.16%
11JOHNSON & JOHNSONJNJ14,773$2.3M2.11%
12MCDONALDS CORPMCD6,595$1.8M1.70%
13PEPSICO INCPEP10,076$1.8M1.69%
14DEERE & CODE4,075$1.7M1.55%
15EXXON MOBIL CORPXOM14,802$1.6M1.50%
16CATERPILLAR INCCAT7,060$1.6M1.49%
17PROCTER AND GAMBLE CO74271810910,356$1.5M1.42%
18ILLINOIS TOOL WKS INC4523081095,940$1.4M1.33%
19VISA INCV6,269$1.4M1.30%
20PNC FINL SVCS GROUP INC69347510511,002$1.4M1.29%
21AIR PRODS & CHEMS INCAIIR4,788$1.4M1.27%
22CHEVRON CORP NEWCVX8,325$1.4M1.25%
23LOCKHEED MARTIN CORPLMT2,800$1.3M1.22%
24ABBOTT LABSABLZF12,962$1.3M1.21%
25NEXTERA ENERGY INCNEE-PW16,534$1.3M1.18%
26GENERAL MLS INC37033410414,865$1.3M1.17%
27VERIZON COMMUNICATIONS INCVZ32,438$1.3M1.16%
28AUTOMATIC DATA PROCESSING INADP5,475$1.2M1.12%
29WALMART INCWMT7,550$1.1M1.03%
30HONEYWELL INTL INC4385161065,775$1.1M1.02%
31AMGEN INCAMGN4,540$1.1M1.01%
32BROADCOM INCAVGO1,635$1.0M0.97%
33DISNEY WALT CO25468710610,134$1.0M0.94%
34NVIDIA CORPORATIONNVDA3,363$934,1400.86%
35TEXAS INSTRS INC8825081044,965$923,5400.85%
36AMAZON COM INCAMZN8,665$895,0080.83%
37GENUINE PARTS COGPC5,300$886,7430.82%
38MERCK & CO INCMRK8,304$883,4640.81%
39MARATHON PETE CORPMARA6,434$867,4960.80%
40ALPHABET INCGOOG8,110$843,4400.78%
41BRISTOL-MYERS SQUIBB COCELG-RI12,075$836,9190.77%
42HERSHEY COHSY3,195$812,8940.75%
43COSTCO WHSL CORP NEW22160K1051,630$809,9160.75%
44CSX CORPCSX26,375$789,6680.73%
45CARRIER GLOBAL CORPORATIONCARR16,993$777,4490.72%
46ADOBE SYSTEMS INCORPORATEDADBE2,015$776,5200.72%
47BOEING COBA-PA3,589$762,4750.70%
48SALESFORCE INCCRM3,799$758,9640.70%
49EVERSOURCE ENERGYES9,502$743,6270.69%
50SOUTHERN COSOMN10,463$728,0060.67%
51CVS HEALTH CORPCVS9,219$685,0290.63%
52MASTERCARD INCORPORATEDMA1,830$665,0400.61%
53BERKSHIRE HATHAWAY INC DELBRK-A2,135$659,2240.61%
54PHILLIPS 66PSX6,250$633,6240.58%
55OTIS WORLDWIDE CORPOTIS6,977$588,8590.54%
56COLGATE PALMOLIVE COCL7,793$585,6670.54%
57META PLATFORMS INCMETA2,750$582,8350.54%
58EMERSON ELEC COEMR5,975$520,6620.48%
59LILLY ELI & COLLY1,501$515,4730.48%
60STARBUCKS CORPSBUX4,560$474,8330.44%
61CHUBB LIMITEDCB2,411$468,1680.43%
62NOVARTIS AGNVSEF4,984$458,5280.42%
63SMUCKER J M CO8326964052,834$445,9870.41%
64AMERICAN TOWER CORP NEW03027X1002,125$434,2230.40%
65AT&T INCT-PC22,520$433,5100.40%
66KINDER MORGAN INC DELEP-PC24,395$427,1600.39%
67IDEXX LABS INC45168D104850$425,0680.39%
68ZOETIS INCZTS2,518$419,0960.39%
69CANADIAN NATL RY CO1363751023,475$409,9460.38%
70ACCENTURE PLC IRELANDACN1,425$407,2800.38%
71ROCKWELL AUTOMATION INCROK1,300$381,4850.35%
72INTEL CORPINTC11,497$375,6180.35%
73CONSOLIDATED EDISON INCED3,900$373,1130.34%
74CITIGROUP INCC-PR7,793$365,4140.34%
75TRAVELERS COMPANIES INCTRV2,127$364,5890.34%
76TJX COS INC NEW8725401094,600$360,4560.33%
77GENERAL DYNAMICS CORPGD1,566$357,3280.33%
78AON PLCAON1,000$315,2900.29%
79INVESCO EXCHANGE TRADED FD TIVZ2,083$314,8530.29%
80KLA CORPKLAC775$309,3570.29%
81ISHARES TR4642871762,800$308,7010.28%
82CISCO SYS INCCSCO5,820$304,2410.28%
83LOWES COS INC5486611071,500$299,9550.28%
84AMERICAN WTR WKS CO INC NEW0304201032,025$296,6420.27%
85PFIZER INCPFE7,250$295,8000.27%
86SHERWIN WILLIAMS COSHW1,315$295,5730.27%
87LAM RESEARCH CORPLRCX550$291,5660.27%
88NEXTERA ENERGY INCNEE-PW5,950$290,5980.27%
89COMCAST CORP NEWCCZ7,572$287,0550.26%
90DOLLAR GEN CORP NEW2566771051,320$277,8070.26%
91INVESCO EXCHANGE TRADED FD TIVZ2,223$274,6740.25%
92EATON CORP PLCETN1,590$272,4310.25%
93DUPONT DE NEMOURS INCDD3,536$253,7790.23%
94GABELLI EQUITY TR INCGAB-PK43,336$248,7460.23%
95ADVANCED MICRO DEVICES INCAMD2,460$241,1050.22%
96ONEOK INC NEWOKE3,786$240,5530.22%
97BECTON DICKINSON & COBDX950$235,1630.22%
98SOUTHERN COPPER CORPSCCO3,075$234,4690.22%
99L3HARRIS TECHNOLOGIES INCLHX1,101$216,0600.20%
100NEXSTAR MEDIA GROUP INCNXST1,225$211,5090.20%
101DUKE ENERGY CORP NEWDUKB2,164$208,7610.19%
102AIRBNB INCABNB1,635$203,3940.19%
103TESLA INCTSLA974$202,0660.19%
104FIDELITY COVINGTON TRUST3160927093,785$200,1890.18%
105INVESCO EXCHANGE TRADED FD TIVZ12,900$187,3080.17%
106BLACKROCK CR ALLOCATION INCOBLK17,305$178,0680.16%
107FIRST COMWLTH FINL CORP PA31982910711,266$140,0350.13%
108PUTNAM PREMIER INCOME TRPPT35,675$127,0030.12%
109MFS CHARTER INCOME TRMCR14,100$88,6890.08%
110NUVEEN PFD & INCOME SECS FDNU11,934$77,0940.07%