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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 Q4 2023 · Filed October 17, 2023 · Accession 0001172661-23-003419

Total Value
$738.8M
Positions
265
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (265)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836359,335$23.3M3.15%
2VANGUARD WORLD FD92191081692,693$21.0M2.85%
3VANGUARD WORLD FDS92204A20785,658$15.6M2.12%
4VANGUARD WORLD FDS92204A70235,885$14.9M2.02%
5VANGUARD INDEX FDS92290876966,013$14.0M1.90%
6VANGUARD SPECIALIZED FUNDS92190884486,123$13.4M1.81%
7MICROSOFT CORPMSFT41,187$13.0M1.76%
8VANGUARD INDEX FDS92290863760,453$11.8M1.60%
9ISHARES TR464287309170,499$11.7M1.58%
10INVESCO QQQ TRIVZ31,846$11.4M1.54%
11VANGUARD SCOTTSDALE FDS92206C73055,404$10.8M1.46%
12SELECT SECTOR SPDR TR81369Y506118,908$10.7M1.45%
13SPDR DOW JONES INDL AVERAGE78467X10931,201$10.5M1.41%
14ISHARES TR464287465151,597$10.4M1.41%
15J P MORGAN EXCHANGE TRADED F46641Q837199,805$10.0M1.36%
16VANECK ETF TRUST92189F486396,136$10.0M1.36%
17APPLE INCAAPL57,864$9.9M1.34%
18SPDR S&P 500 ETF TRSPY22,470$9.6M1.30%
19ISHARES TR46428775488,259$8.9M1.21%
20JPMORGAN CHASE & COVYLD59,277$8.6M1.16%
21ISHARES TR46428776231,556$8.5M1.15%
22SELECT SECTOR SPDR TR81369Y605238,824$7.9M1.07%
23TESLA INCTSLA29,957$7.5M1.01%
24VANGUARD SCOTTSDALE FDS92206C680109,301$7.5M1.01%
25VANGUARD WORLD FDS92204A50431,333$7.4M1.00%
26VANGUARD WHITEHALL FDS92194640671,267$7.4M1.00%
27ABBVIE INCABBV48,105$7.2M0.97%
28VANGUARD INDEX FDS92290862934,303$7.1M0.97%
29PHILLIPS 66PSX55,167$6.6M0.90%
30CROWDSTRIKE HLDGS INCCRWD35,862$6.0M0.81%
31FIRST TR NASDAQ 100 TECH IND33734510241,119$6.0M0.81%
32MERCK & CO INCMRK57,685$5.9M0.80%
33BLACKSTONE INCBX54,332$5.8M0.79%
34SPDR SER TR78468R81247,315$5.7M0.77%
35QUALCOMM INCQCOM50,394$5.6M0.76%
36CVS HEALTH CORPCVS78,700$5.5M0.74%
37CISCO SYS INCCSCO100,934$5.4M0.73%
38VANGUARD ADMIRAL FDS INC92193250521,757$5.4M0.73%
39SCHWAB STRATEGIC TR80852430073,418$5.3M0.72%
40ONEOK INC NEWOKE83,694$5.3M0.72%
41WALMART INCWMT32,629$5.2M0.71%
42ISHARES TR46434V62198,979$4.9M0.66%
43ISHARES TR46432F39634,306$4.8M0.65%
44UNION PAC CORPUNP23,244$4.7M0.64%
45INTERNATIONAL BUSINESS MACHSINTR33,315$4.7M0.63%
46PROCTER AND GAMBLE CO74271810931,885$4.7M0.63%
47DARDEN RESTAURANTS INCDRI32,408$4.6M0.63%
48JOHNSON & JOHNSONJNJ29,269$4.6M0.62%
49RTX CORPORATIONRTX62,289$4.5M0.61%
50MCDONALDS CORPMCD16,949$4.5M0.60%
51ISHARES TR46434V61399,301$4.3M0.59%
52ALPHABET INCGOOG32,885$4.3M0.58%
53SNOWFLAKE INCSNOW28,156$4.3M0.58%
54ADVANCED MICRO DEVICES INCAMD41,739$4.3M0.58%
55NEWMONT CORPNEMCL113,866$4.2M0.57%
56DATADOG INCDDOG45,043$4.1M0.56%
57UBER TECHNOLOGIES INCUBER88,724$4.1M0.55%
58AMGEN INCAMGN15,133$4.1M0.55%
59AMAZON COM INCAMZN30,851$3.9M0.53%
60PAYCHEX INCPAYX33,284$3.8M0.52%
61BROADCOM INCAVGO4,611$3.8M0.52%
62US BANCORP DELUSB-PS114,909$3.8M0.51%
63NVIDIA CORPORATIONNVDA8,688$3.8M0.51%
64WASTE MGMT INC DEL94106L10924,723$3.8M0.51%
653M COMMM40,210$3.8M0.51%
66BRISTOL-MYERS SQUIBB COCELG-RI64,177$3.7M0.50%
67LAMAR ADVERTISING CO NEWLAMR44,444$3.7M0.50%
68CROWDSTRIKE HLDGS INCCRWD21,800$3.6M0.49%
69LAM RESEARCH CORPLRCX5,785$3.6M0.49%
70EMERSON ELEC COEMR37,079$3.6M0.48%
71META PLATFORMS INCMETA11,654$3.5M0.47%
72VANGUARD WORLD FDS92204A88433,172$3.5M0.47%
73SYSCO CORPSYY52,555$3.5M0.47%
74KELLANOVABEKE57,627$3.4M0.46%
75STARBUCKS CORPSBUX36,867$3.4M0.46%
76WISDOMTREE TRWT85,923$3.3M0.45%
77DIGITAL RLTY TR INC25386810327,012$3.3M0.44%
78KIMBERLY-CLARK CORPKMB25,690$3.1M0.42%
79J P MORGAN EXCHANGE TRADED F46641Q87870,663$3.1M0.42%
80INVESCO EXCH TRADED FD TR IIIVZ163,179$3.1M0.42%
81SPDR SER TR78464A58139,370$3.1M0.42%
82GREENBRIER COS INC39365710176,288$3.1M0.41%
83DUKE ENERGY CORP NEWDUKB34,486$3.0M0.41%
84ISHARES TR46428987577,315$3.0M0.41%
85GARMIN LTDGRMN28,352$3.0M0.40%
86VERIZON COMMUNICATIONS INCVZ91,564$3.0M0.40%
87MONDAY COM LTDMNDY18,300$2.9M0.39%
88CLOUDFLARE INCNET46,100$2.9M0.39%
89VANGUARD WHITEHALL FDS92194688547,725$2.8M0.38%
90INVESCO EXCHANGE TRADED FD TIVZ98,632$2.8M0.38%
91AT&T INCT-PC180,730$2.7M0.37%
92MONDAY COM LTDMNDY16,600$2.6M0.36%
93UNITEDHEALTH GROUP INCUNH5,185$2.6M0.35%
94ADVANCED MICRO DEVICES INCAMD25,100$2.6M0.35%
95INTEL CORPINTC72,321$2.6M0.35%
96CLOUDFLARE INCNET40,500$2.6M0.35%
97OKTA INCOKTA30,200$2.5M0.33%
98SNOWFLAKE INCSNOW15,800$2.4M0.33%
99INVESCO EXCHANGE TRADED FD TIVZ79,107$2.4M0.32%
100ENPHASE ENERGY INCENPH19,644$2.4M0.32%
101OKTA INCOKTA28,800$2.3M0.32%
102ADOBE INCADBE4,511$2.3M0.31%
103ASANA INCASAN123,750$2.3M0.31%
104VANGUARD INDEX FDS92290853811,531$2.2M0.30%
105ISHARES TR46428740814,386$2.2M0.30%
106BOEING COBA-PA11,471$2.2M0.30%
107ALIBABA GROUP HLDG LTDBBAAY24,210$2.1M0.28%
108STRYKER CORPORATIONSYK7,625$2.1M0.28%
109CHENIERE ENERGY INCLNG12,357$2.1M0.28%
110VANGUARD INDEX FDS9229085959,537$2.0M0.28%
111ASANA INCASAN111,300$2.0M0.28%
112ROBLOX CORPRBLX69,225$2.0M0.27%
113ALIBABA GROUP HLDG LTDBBAAY23,000$2.0M0.27%
114UNITY SOFTWARE INCU63,420$2.0M0.27%
115AIRBNB INCABNB13,157$1.8M0.24%
116FRANKLIN TEMPLETON ETF TRFGDL63,208$1.8M0.24%
117ROBLOX CORPRBLX60,600$1.8M0.24%
118VANGUARD WORLD FDS92204A30613,382$1.7M0.23%
119BLOCK INCBSQKZ38,243$1.7M0.23%
120THERMO FISHER SCIENTIFIC INCTMO3,343$1.7M0.23%
121UNITY SOFTWARE INCU53,300$1.7M0.23%
122OCCIDENTAL PETE CORP67459910525,780$1.7M0.23%
123VANGUARD WORLD FD92191084016,305$1.7M0.22%
124DATADOG INCDDOG18,100$1.6M0.22%
125ETSY INCETSY25,510$1.6M0.22%
126WOLFSPEED INCWOLF41,700$1.6M0.22%
127UNITED PARCEL SERVICE INCUPS9,990$1.6M0.21%
128DOCUSIGN INCDOCU36,700$1.5M0.21%
129ARK ETF TR00214Q10438,348$1.5M0.21%
130VANGUARD INTL EQUITY INDEX F92204274216,290$1.5M0.21%
131LULULEMON ATHLETICA INCLULU3,914$1.5M0.20%
132BLOCK INCBSQKZ33,400$1.5M0.20%
133ISHARES TR46428770514,197$1.4M0.19%
134VISA INCV6,223$1.4M0.19%
135DOW INCDOW27,597$1.4M0.19%
136SPDR SER TR78464A77116,226$1.4M0.19%
137DEVON ENERGY CORP NEW25179M10328,715$1.4M0.19%
138NXP SEMICONDUCTORS N VNXPI6,791$1.4M0.18%
139BP PLCBPPFF34,792$1.3M0.18%
140ENERGY TRANSFER L PET-PI95,171$1.3M0.18%
141GENERAL DYNAMICS CORPGD5,960$1.3M0.18%
142KINDER MORGAN INC DELEP-PC79,227$1.3M0.18%
143MARRIOTT INTL INC NEW5719032026,601$1.3M0.18%
144MARVELL TECHNOLOGY INCMRVL23,419$1.3M0.17%
145ENPHASE ENERGY INCENPH10,500$1.3M0.17%
146DEERE & CODE3,262$1.2M0.17%
147MODERNA INCMRNA11,745$1.2M0.16%
148NETAPP INCNTAP15,913$1.2M0.16%
149LOCKHEED MARTIN CORPLMT2,930$1.2M0.16%
150CHEWY INCCHWY64,230$1.2M0.16%
151TWILIO INCTWLO20,008$1.2M0.16%
152AMERICAN TOWER CORP NEW03027X1007,117$1.2M0.16%
153OMEGA HEALTHCARE INVS INC68193610035,287$1.2M0.16%
154ISHARES TR46428769715,888$1.2M0.16%
155HOME DEPOT INCHD3,868$1.2M0.16%
156THE CIGNA GROUP1255231004,009$1.1M0.16%
157ANALOG DEVICES INCADI6,474$1.1M0.15%
158MARVELL TECHNOLOGY INCMRVL20,600$1.1M0.15%
159ALPHABET INCGOOG8,500$1.1M0.15%
160UBER TECHNOLOGIES INCUBER24,100$1.1M0.15%
161AGNICO EAGLE MINES LTDAEM24,168$1.1M0.15%
162SHELL PLCRYDAF16,935$1.1M0.15%
163OCCIDENTAL PETE CORP67459910515,900$1.0M0.14%
164BHP GROUP LTDBHPLF17,654$1.0M0.14%
165RIVIAN AUTOMOTIVE INCRIVN41,357$1.0M0.14%
166VANGUARD WORLD FDS92204A1083,718$1.0M0.14%
167GITLAB INCGTLB22,000$994,8400.13%
168ZOOM VIDEO COMMUNICATIONS INZM14,200$993,1480.13%
169VANGUARD WORLD FDS92204A8767,717$984,2140.13%
170CHEVRON CORP NEWCVX5,811$979,8560.13%
171VANGUARD WORLD FDS92204A6035,017$978,1600.13%
172VANGUARD WELLINGTON FD9219357068,430$946,7920.13%
173IRON MTN INC DEL46284V10115,730$935,1590.13%
174VANGUARD WORLD FDS92204A40511,483$922,3380.12%
175EOG RES INCEOG7,224$915,7590.12%
176SCHLUMBERGER LTDSLB15,492$903,1950.12%
177INVESCO QQQ TRIVZ2,500$895,6750.12%
178PEPSICO INCPEP5,198$880,7760.12%
179PHILIP MORRIS INTL INC7181721099,413$871,4260.12%
180GSK PLCGLAXF23,324$845,5120.11%
181EXXON MOBIL CORPXOM6,951$817,2920.11%
182NCR CORP NEWNCRRP29,725$801,6830.11%
183ZOOM VIDEO COMMUNICATIONS INZM11,300$790,3220.11%
184ILLUMINA INCILMN5,702$782,7710.11%
185RIO TINTO PLCRTNTF11,850$754,1600.10%
186MARKEL GROUP INCMKL510$750,9700.10%
187GITLAB INCGTLB16,600$750,6520.10%
188PPL CORPPPLC31,799$749,1740.10%
189BERKSHIRE HATHAWAY INC DELBRK-A2,110$739,1330.10%
190COCA COLA COKO13,127$734,8560.10%
191QUALCOMM INCQCOM6,600$732,9960.10%
192CONAGRA BRANDS INCCAG26,462$725,5880.10%
193LYONDELLBASELL INDUSTRIES NLYB7,400$700,7800.09%
194VECTOR GROUP LTD92240M10865,194$693,6630.09%
195GLOBAL MED REIT INC37954A20475,020$672,9260.09%
196NEXTERA ENERGY INCNEE-PW11,373$651,5710.09%
197WP CAREY INC92936U10912,028$650,4970.09%
198RIVIAN AUTOMOTIVE INCRIVN25,300$614,2840.08%
199TC ENERGY CORPTRPRF17,554$604,0310.08%
200COSTCO WHSL CORP NEW22160K1051,065$601,6820.08%
201UNIVERSAL HLTH SVCS INC9139031004,783$586,4410.08%
202DUTCH BROS INCBROS24,500$569,6250.08%
203CHEWY INCCHWY29,300$535,0180.07%
204CSX CORPCSX17,311$532,3120.07%
205MCCORMICK & CO INCMKC-V6,668$511,6900.07%
206VANGUARD WORLD FD9219108733,281$498,2490.07%
207FORD MTR CO DEL34537086040,112$498,1900.07%
208CONSOLIDATED EDISON INCED5,214$445,9530.06%
209NVIDIA CORPORATIONNVDA1,000$434,9900.06%
210BILL HOLDINGS INCBILL3,800$412,5660.06%
211GENERAL MTRS CO37045V10012,132$399,9780.05%
212INTUITINTU774$395,4680.05%
213DISNEY WALT CO2546871064,767$386,3860.05%
214DIMENSIONAL ETF TRUST25434V72411,292$384,1640.05%
215ISHARES TR4642876141,414$376,0280.05%
216WELLS FARGO CO NEW9497461019,124$372,8190.05%
217RPC INCRES40,053$358,0740.05%
218SUPER MICRO COMPUTER INCSMCI1,300$356,4860.05%
219TWILIO INCTWLO6,000$351,1800.05%
220CONOCOPHILLIPSCOP2,917$349,3990.05%
221ALLETE INC0185223006,574$347,1010.05%
222MONGODB INCMDB1,000$345,8600.05%
223TIMKEN COTKR4,644$341,2880.05%
224COSTCO WHSL CORP NEW22160K105600$338,9760.05%
225ELEVANCE HEALTH INCELV760$330,9830.04%
226MODERNA INCMRNA3,200$330,5280.04%
227META PLATFORMS INCMETA1,100$330,2310.04%
228PNC FINL SVCS GROUP INC6934751052,676$328,5650.04%
229VANGUARD INDEX FDS9229087361,201$327,0420.04%
230DNP SELECT INCOME FD INC23325P10434,250$326,0560.04%
231SOUTHERN COSOMN4,886$317,5830.04%
232YUM BRANDS INCYUM2,518$314,5370.04%
233MONGODB INCMDB900$311,2740.04%
234CAVA GROUP INCCAVA10,000$306,3000.04%
235DIMENSIONAL ETF TRUST25434V8079,002$287,0710.04%
236SHERWIN WILLIAMS COSHW1,115$284,3810.04%
237GENERAL MTRS CO37045V1008,600$283,5420.04%
238KEYCORP49326710824,400$262,5440.04%
239KROGER COKR5,625$251,7130.03%
240ON SEMICONDUCTOR CORPON2,700$250,9650.03%
241SPDR GOLD TRGLD1,393$238,8300.03%
242PAYPAL HLDGS INCPYPL4,040$236,1780.03%
243EVERGY INCEVRG4,593$232,8550.03%
244BANK AMERICA CORP0605051048,463$231,7190.03%
245ISHARES TR464287200526$225,9140.03%
246ALPS ETF TR00162Q4525,254$221,7220.03%
247ISHARES SILVER TRSLV10,696$217,5570.03%
248ALPHABET INCGOOG1,630$214,9160.03%
249HONEYWELL INTL INC4385161061,160$214,3280.03%
250ALTRIA GROUP INCMO5,063$212,8960.03%
251AMERIPRISE FINL INC03076C106623$205,4740.03%
252ISHARES TR46429B7472,117$205,2170.03%
253FS CREDIT OPPORTUNITIES CORPFSCO33,754$127,9350.02%
254BILL HOLDINGS INCBILL800$86,8560.01%
255ETSY INCETSY1,200$77,4960.01%
256WOLFSPEED INCWOLF1,800$68,5800.01%
257RING ENERGY INCREI30,000$58,5000.01%
258DOCUSIGN INCDOCU1,300$54,6000.01%
259WESTERN COPPER & GOLD CORPWRN38,312$52,2960.01%
260TESLA INCTSLA200$50,0440.01%
261AIRBNB INCABNB200$27,4420.00%
262SUPER MICRO COMPUTER INCSMCI100$27,4220.00%
263VIRGIN GALACTIC HOLDINGS INCSPCE13,100$23,5800.00%
264APPLE INCAAPL100$17,1210.00%
265AMAZON COM INCAMZN100$12,7120.00%