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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

Royal Fund Management, LLC

Quarter ended Q3 2023 · Filed July 12, 2023 · Accession 0001172661-23-002489

Total Value
$804.4M
Positions
275
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ144,900$53.5M6.65%
2VANGUARD INDEX FDS92290836355,935$22.8M2.83%
3VANGUARD WORLD FD92191081693,682$22.0M2.74%
4VANGUARD WORLD FDS92204A70240,016$17.7M2.20%
5VANGUARD WORLD FDS92204A20786,213$16.8M2.08%
6VANGUARD INDEX FDS92290876965,363$14.4M1.79%
7ISHARES TR464287309203,731$14.4M1.79%
8MICROSOFT CORPMSFT41,206$14.0M1.74%
9VANGUARD SPECIALIZED FUNDS92190884485,111$13.8M1.72%
10VANGUARD INDEX FDS92290863759,645$12.1M1.50%
11INVESCO QQQ TRIVZ32,127$11.9M1.48%
12VANGUARD SCOTTSDALE FDS92206C73058,185$11.7M1.46%
13APPLE INCAAPL56,897$11.0M1.37%
14ISHARES TR464287457125,953$10.2M1.27%
15VANECK ETF TRUST92189F486402,359$10.2M1.26%
16J P MORGAN EXCHANGE TRADED F46641Q837200,137$10.0M1.25%
17JPMORGAN CHASE & COVYLD60,562$8.8M1.10%
18ISHARES TR46428776231,045$8.7M1.08%
19ISHARES TR464287465114,047$8.3M1.03%
20SPDR DOW JONES INDL AVERAGE78467X10923,449$8.1M1.00%
21TESLA INCTSLA29,909$7.8M0.97%
22DARDEN RESTAURANTS INCDRI46,219$7.7M0.96%
23VANGUARD WHITEHALL FDS92194640671,025$7.5M0.94%
24VANGUARD INDEX FDS92290862934,057$7.5M0.93%
25RAYTHEON TECHNOLOGIES CORPRTX76,376$7.5M0.93%
26VANGUARD SCOTTSDALE FDS92206C680104,496$7.4M0.92%
27VANGUARD WORLD FDS92204A50429,879$7.3M0.91%
28ISHARES TR46428775463,678$6.8M0.84%
29ISHARES TR46428770562,252$6.7M0.83%
30MERCK & CO INCMRK57,717$6.7M0.83%
31ABBVIE INCABBV49,431$6.7M0.83%
32FIRST TR NASDAQ 100 TECH IND33734510243,332$6.4M0.79%
33PHILLIPS 66PSX65,511$6.2M0.78%
34SPDR SER TR78468R81250,196$6.2M0.77%
35VANGUARD ADMIRAL FDS INC92193250523,189$5.9M0.73%
36QUALCOMM INCQCOM48,653$5.8M0.72%
37CISCO SYS INCCSCO106,234$5.5M0.68%
38BLACKSTONE INCBX58,678$5.5M0.68%
39US BANCORP DELUSB-PS164,093$5.4M0.67%
40WALMART INCWMT34,319$5.4M0.67%
41SCHWAB STRATEGIC TR80852430071,770$5.4M0.67%
42LAMAR ADVERTISING CO NEWLAMR53,671$5.3M0.66%
43MCDONALDS CORPMCD17,584$5.2M0.65%
44ISHARES TR46432F39636,010$5.2M0.65%
45PROCTER AND GAMBLE CO74271810934,056$5.2M0.64%
46ISHARES TR46428783838,274$5.1M0.63%
47EMERSON ELEC COEMR56,159$5.1M0.63%
48ISHARES TR46428787953,122$5.1M0.63%
49BRISTOL-MYERS SQUIBB COCELG-RI78,287$5.0M0.62%
50ISHARES TR46434V62196,719$5.0M0.62%
51ONEOK INC NEWOKE80,313$5.0M0.62%
52JOHNSON & JOHNSONJNJ29,710$4.9M0.61%
53INTERNATIONAL BUSINESS MACHSINTR36,622$4.9M0.61%
54UNION PAC CORPUNP23,744$4.9M0.60%
55UBER TECHNOLOGIES INCUBER108,910$4.7M0.58%
56NEWMONT CORPNEMCL109,046$4.7M0.58%
57CVS HEALTH CORPCVS66,559$4.6M0.57%
58SNOWFLAKE INCSNOW25,052$4.4M0.55%
59ISHARES TR46434V61395,243$4.3M0.54%
60VERIZON COMMUNICATIONS INCVZ114,066$4.2M0.53%
61SPDR SER TR78464A58141,234$4.1M0.50%
62WASTE MGMT INC DEL94106L10923,316$4.0M0.50%
633M COMMM39,562$4.0M0.49%
64GREENBRIER COS INC39365710191,592$3.9M0.49%
65AMAZON COM INCAMZN30,016$3.9M0.49%
66BROADCOM INCAVGO4,477$3.9M0.48%
67PAYCHEX INCPAYX34,529$3.9M0.48%
68ALPHABET INCGOOG32,033$3.8M0.48%
69VANGUARD WORLD FDS92204A88435,283$3.8M0.47%
70STARBUCKS CORPSBUX37,693$3.7M0.46%
71WISDOMTREE TRWT90,921$3.7M0.45%
72LAM RESEARCH CORPLRCX5,663$3.6M0.45%
73KELLOGG COBEKE53,159$3.6M0.45%
74KIMBERLY-CLARK CORPKMB25,702$3.5M0.44%
75DATADOG INCDDOG35,210$3.5M0.43%
76AMGEN INCAMGN15,345$3.4M0.42%
77NVIDIA CORPORATIONNVDA7,768$3.3M0.41%
78DUKE ENERGY CORP NEWDUKB35,743$3.2M0.40%
79INVESCO EXCH TRADED FD TR IIIVZ157,203$3.0M0.38%
80J P MORGAN EXCHANGE TRADED F46641Q87868,025$3.0M0.38%
81SYSCO CORPSYY40,811$3.0M0.38%
82CROWDSTRIKE HLDGS INCCRWD20,489$3.0M0.37%
83ISHARES TR46428987574,417$3.0M0.37%
84META PLATFORMS INCMETA10,408$3.0M0.37%
85GARMIN LTDGRMN27,883$2.9M0.36%
86VANGUARD WHITEHALL FDS92194688545,497$2.8M0.35%
87ADVANCED MICRO DEVICES INCAMD24,720$2.8M0.35%
88INVESCO EXCHANGE TRADED FD TIVZ9,527$2.8M0.35%
89AT&T INCT-PC174,416$2.8M0.35%
90DIGITAL RLTY TR INC25386810323,724$2.7M0.34%
91CLOUDFLARE INCNET40,200$2.6M0.33%
92INTEL CORPINTC76,380$2.6M0.32%
93SNOWFLAKE INCSNOW14,400$2.5M0.32%
94VANGUARD INDEX FDS92290853812,247$2.5M0.31%
95INVESCO EXCHANGE TRADED FD TIVZ15,018$2.5M0.31%
96UNITEDHEALTH GROUP INCUNH5,197$2.5M0.31%
97CLOUDFLARE INCNET37,200$2.4M0.30%
98BILL HOLDINGS INCBILL20,800$2.4M0.30%
99BOEING COBA-PA11,492$2.4M0.30%
100ROBLOX CORPRBLX59,220$2.4M0.30%
101BILL HOLDINGS INCBILL20,300$2.4M0.29%
102CHEWY INCCHWY59,200$2.3M0.29%
103STRYKER CORPORATIONSYK7,533$2.3M0.29%
104VANGUARD INDEX FDS9229085959,804$2.3M0.28%
105CHENIERE ENERGY INCLNG14,584$2.2M0.28%
106ROBLOX CORPRBLX54,900$2.2M0.28%
107ISHARES TR46428740813,606$2.2M0.27%
108CHEWY INCCHWY54,600$2.2M0.27%
109ADOBE SYSTEMS INCORPORATEDADBE4,392$2.1M0.27%
110ENPHASE ENERGY INCENPH12,661$2.1M0.26%
111BLOCK INCBSQKZ31,747$2.1M0.26%
112BLOCK INCBSQKZ31,700$2.1M0.26%
113UBER TECHNOLOGIES INCUBER46,000$2.0M0.25%
114INMODE LTDINMD52,800$2.0M0.25%
115OKTA INCOKTA27,900$1.9M0.24%
116ENPHASE ENERGY INCENPH11,500$1.9M0.24%
117OKTA INCOKTA26,900$1.9M0.23%
118SELECT SECTOR SPDR TR81369Y50622,699$1.8M0.23%
119INMODE LTDINMD48,900$1.8M0.23%
120ARK ETF TR00214Q10440,568$1.8M0.22%
121DOCUSIGN INCDOCU34,900$1.8M0.22%
122AIRBNB INCABNB13,619$1.7M0.22%
123FRANKLIN TEMPLETON ETF TRFGDL58,138$1.7M0.21%
124DOCUSIGN INCDOCU32,900$1.7M0.21%
125THERMO FISHER SCIENTIFIC INCTMO3,196$1.7M0.21%
126UNITED PARCEL SERVICE INCUPS9,199$1.6M0.20%
127TIMKEN COTKR17,383$1.6M0.20%
128TESLA INCTSLA6,000$1.6M0.20%
129LULULEMON ATHLETICA INCLULU3,861$1.5M0.18%
130VISA INCV6,144$1.5M0.18%
131LOCKHEED MARTIN CORPLMT3,089$1.4M0.18%
132ETSY INCETSY16,410$1.4M0.17%
133NXP SEMICONDUCTORS N VNXPI6,678$1.4M0.17%
134ROKU INCROKU21,220$1.4M0.17%
135SPDR SER TR78464A77115,806$1.3M0.17%
136VANGUARD WORLD FD92191084012,803$1.3M0.17%
137BANK AMERICA CORP06050510444,694$1.3M0.16%
138ISHARES TR46428769715,453$1.3M0.16%
139ETSY INCETSY14,800$1.3M0.16%
140GENERAL DYNAMICS CORPGD5,750$1.2M0.15%
141VANGUARD INTL EQUITY INDEX F92204274212,715$1.2M0.15%
142WOLFSPEED INCWOLF22,100$1.2M0.15%
143ANALOG DEVICES INCADI6,303$1.2M0.15%
144VANGUARD WORLD FDS92204A30610,875$1.2M0.15%
145CROWDSTRIKE HLDGS INCCRWD8,300$1.2M0.15%
146MARRIOTT INTL INC NEW5719032026,625$1.2M0.15%
147HOME DEPOT INCHD3,904$1.2M0.15%
148BP PLCBPPFF34,133$1.2M0.15%
149NETAPP INCNTAP15,534$1.2M0.15%
150ENERGY TRANSFER L PET-PI91,487$1.2M0.14%
151DEVON ENERGY CORP NEW25179M10323,977$1.2M0.14%
152DEERE & CODE2,792$1.1M0.14%
153OCCIDENTAL PETE CORP67459910518,779$1.1M0.14%
154WOLFSPEED INCWOLF19,800$1.1M0.14%
155AMERICAN TOWER CORP NEW03027X1005,645$1.1M0.14%
156THE CIGNA GROUP1255231003,887$1.1M0.14%
157ROKU INCROKU16,800$1.1M0.13%
158OMEGA HEALTHCARE INVS INC68193610034,750$1.1M0.13%
159DATADOG INCDDOG10,500$1.0M0.13%
160BHP GROUP LTDBHPLF17,202$1.0M0.13%
161ILLUMINA INCILMN5,382$1.0M0.13%
162ALPHABET INCGOOG8,400$1.0M0.13%
163DOLLAR GEN CORP NEW2566771055,919$1.0M0.12%
164ADVANCED MICRO DEVICES INCAMD8,800$1.0M0.12%
165SPDR S&P 500 ETF TRSPY2,200$975,2160.12%
166SCHWAB CHARLES CORPSCHW-PJ17,142$971,6130.12%
167IRON MTN INC DEL46284V10117,080$970,4910.12%
168MODERNA INCMRNA7,845$953,1680.12%
169NCR CORP NEWNCRRP36,925$930,5100.12%
170GITLAB INCGTLB18,000$919,9800.11%
171DOW INCDOW16,936$902,0180.11%
172PHILIP MORRIS INTL INC7181721099,136$891,8880.11%
173VANGUARD WORLD FDS92204A8766,059$861,4590.11%
174KINDER MORGAN INC DELEP-PC49,584$853,8400.11%
175CHEVRON CORP NEWCVX5,399$849,5370.11%
176VANGUARD WORLD FDS92204A1082,991$847,1400.11%
177VECTOR GROUP LTD92240M10863,693$815,9150.10%
178VANGUARD WORLD FDS92204A6033,958$813,6050.10%
179COCA COLA COKO13,313$801,7350.10%
180PPL CORPPPLC30,166$798,2180.10%
181VANGUARD WELLINGTON FD9219357066,972$795,3220.10%
182GSK PLCGLAXF22,220$791,9380.10%
183WP CAREY INC92936U10911,445$773,2510.10%
184PEPSICO INCPEP4,173$772,9520.10%
185TIDAL ETF TR88636466043,696$761,8460.09%
186EXXON MOBIL CORPXOM7,096$761,1470.09%
187SCHLUMBERGER LTDSLB15,491$760,9310.09%
188GITLAB INCGTLB14,700$751,3170.09%
189RIO TINTO PLCRTNTF11,585$739,6230.09%
190TWILIO INCTWLO11,608$738,5010.09%
191UNIVERSAL HLTH SVCS INC9139031004,588$723,8490.09%
192VANGUARD WORLD FDS92204A4058,888$722,0640.09%
193MARKEL GROUP INCMKL510$705,4220.09%
194DUTCH BROS INCBROS24,700$702,7150.09%
195QUALCOMM INCQCOM5,900$702,3360.09%
196CONAGRA BRANDS INCCAG20,162$679,8630.08%
197GLOBAL MED REIT INC37954A20474,456$679,7910.08%
198TC ENERGY CORPTRPRF16,548$668,7300.08%
199MODERNA INCMRNA5,400$656,1000.08%
200BERKSHIRE HATHAWAY INC DELBRK-A1,760$600,1600.07%
201CSX CORPCSX17,310$590,3040.07%
202COHERENT CORPCOHR11,411$581,7330.07%
203TWILIO INCTWLO8,700$553,4940.07%
204FORD MTR CO DEL34537086036,551$553,0280.07%
205RPC INCRES75,053$536,6290.07%
206COSTCO WHSL CORP NEW22160K105990$532,9960.07%
207GENERAL MTRS CO37045V10013,636$525,8400.07%
208EOG RES INCEOG4,524$517,7570.06%
209CONSOLIDATED EDISON INCED5,214$471,3460.06%
210ISHARES TR46429B7474,692$457,9650.06%
211ABBVIE INCABBV3,300$444,6090.06%
212SPDR S&P 500 ETF TRSPY928$411,5230.05%
213GENERAL MTRS CO37045V10010,400$401,0240.05%
214PHILLIPS 66PSX4,200$400,5960.05%
215CHENIERE ENERGY INCLNG2,600$396,1360.05%
216WELLS FARGO CO NEW9497461019,157$390,8560.05%
217DISNEY WALT CO2546871064,336$387,1250.05%
218MCCORMICK & CO INCMKC-V4,408$384,5100.05%
219ALLETE INC0185223006,494$376,4920.05%
220SPDR SER TR78468R40815,205$375,5640.05%
221ELEVANCE HEALTH INCELV830$368,8620.05%
222APA CORPORATIONAPA10,753$367,4550.05%
223CVS HEALTH CORPCVS5,300$366,3890.05%
224PROCTER AND GAMBLE CO7427181092,400$364,1760.05%
225INTUITINTU774$354,6390.04%
226SPDR S&P 500 ETF TRSPY800$354,6240.04%
227YUM BRANDS INCYUM2,517$348,8000.04%
228SSGA ACTIVE ETF TR78467V6088,171$342,1420.04%
229SOUTHERN COSOMN4,784$336,1210.04%
230APA CORPORATIONAPA9,800$334,8660.04%
231CONOCOPHILLIPSCOP3,120$323,2910.04%
232COSTCO WHSL CORP NEW22160K105600$323,0280.04%
233RAYTHEON TECHNOLOGIES CORPRTX3,200$313,4720.04%
234CISCO SYS INCCSCO6,000$310,4400.04%
235DNP SELECT INCOME FD INC23325P10429,215$306,1790.04%
236SHERWIN WILLIAMS COSHW1,115$296,0550.04%
237NEWMONT CORPNEMCL6,900$294,3540.04%
238LYONDELLBASELL INDUSTRIES NLYB3,100$284,6730.04%
239PAYPAL HLDGS INCPYPL4,245$283,2690.04%
240PNC FINL SVCS GROUP INC6934751052,241$282,2780.04%
241EVERGY INCEVRG4,642$271,2320.03%
242AMERIPRISE FINL INC03076C106688$228,5720.03%
243NEXTERA ENERGY INCNEE-PW3,055$226,6960.03%
244UNION PAC CORPUNP1,100$225,0820.03%
245SPDR GOLD TRGLD1,260$224,6200.03%
246COHERENT CORPCOHR4,400$224,3120.03%
247ISHARES SILVER TRSLV10,696$223,4390.03%
248ISHARES TR464287200493$219,7700.03%
249NVIDIA CORPORATIONNVDA500$211,5100.03%
250LOWES COS INC548661107925$208,8790.03%
251KELLOGG COBEKE3,000$202,2000.03%
252LAMAR ADVERTISING CO NEWLAMR2,000$198,5000.02%
2533M COMMM1,900$190,1710.02%
254MORGAN STANLEYMS-PQ2,044$174,6330.02%
255WALMART INCWMT1,100$172,8980.02%
256MORGAN STANLEYMS-PQ2,000$170,8000.02%
257DARDEN RESTAURANTS INCDRI900$150,3720.02%
258LOWES COS INC548661107600$135,4200.02%
259AMERICAN TOWER CORP NEW03027X100600$116,3640.01%
260JOHNSON & JOHNSONJNJ700$115,8640.01%
261DUTCH BROS INCBROS3,700$105,2650.01%
262INTEL CORPINTC2,900$96,9760.01%
263AMAZON COM INCAMZN600$78,2160.01%
264OCCIDENTAL PETE CORP6745991051,300$76,4400.01%
265MICROSOFT CORPMSFT200$68,1080.01%
266BOEING COBA-PA300$63,3480.01%
267WESTERN COPPER & GOLD CORPWRN38,312$58,6170.01%
268US BANCORP DELUSB-PS1,600$52,8640.01%
269RING ENERGY INCREI30,000$51,3000.01%
270SYSCO CORPSYY600$44,5200.01%
271STARBUCKS CORPSBUX400$39,6240.00%
272APPLE INCAAPL200$38,7940.00%
273BLACKSTONE INCBX300$27,8910.00%
274PAYCHEX INCPAYX200$22,3740.00%
275AIRBNB INCABNB100$12,8160.00%