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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 Q4 2023 · Filed November 3, 2023 · Accession 0001172661-23-003610

Total Value
$101.2M
Positions
101
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (101)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL53,065$9.1M8.98%
2MICROSOFT CORPMSFT24,452$7.7M7.63%
3HOME DEPOT INCHD11,770$3.6M3.52%
4ABBVIE INCABBV22,717$3.4M3.35%
5UNITEDHEALTH GROUP INCUNH6,641$3.3M3.31%
6UNION PAC CORPUNP14,208$2.9M2.86%
7JPMORGAN CHASE & COVYLD17,053$2.5M2.44%
8THERMO FISHER SCIENTIFIC INCTMO4,510$2.3M2.26%
9JOHNSON & JOHNSONJNJ13,373$2.1M2.06%
10CATERPILLAR INCCAT7,335$2.0M1.98%
11MCDONALDS CORPMCD6,615$1.7M1.72%
12RTX CORPORATIONRTX23,722$1.7M1.69%
13DEERE & CODE4,470$1.7M1.67%
14EXXON MOBIL CORPXOM14,264$1.7M1.66%
15PEPSICO INCPEP9,276$1.6M1.55%
16NIKE INCNKE16,074$1.5M1.52%
17PROCTER AND GAMBLE CO74271810910,356$1.5M1.49%
18AIR PRODS & CHEMS INCAIIR4,883$1.4M1.37%
19NVIDIA CORPORATIONNVDA3,178$1.4M1.37%
20VISA INCV6,000$1.4M1.36%
21ILLINOIS TOOL WKS INC4523081095,815$1.3M1.32%
22BROADCOM INCAVGO1,575$1.3M1.29%
23PNC FINL SVCS GROUP INC69347510510,647$1.3M1.29%
24ABBOTT LABSABLZF13,112$1.3M1.26%
25AUTOMATIC DATA PROCESSING INADP5,240$1.3M1.25%
26WALMART INCWMT7,501$1.2M1.19%
27AMGEN INCAMGN4,420$1.2M1.17%
28CHEVRON CORP NEWCVX6,850$1.2M1.14%
29NEXTERA ENERGY INCNEE-PW20,145$1.2M1.14%
30AMAZON COM INCAMZN8,910$1.1M1.12%
31LOCKHEED MARTIN CORPLMT2,755$1.1M1.11%
32ALPHABET INCGOOG8,315$1.1M1.08%
33HONEYWELL INTL INC4385161065,630$1.0M1.03%
34ADOBE INCADBE1,970$1.0M0.99%
35VERIZON COMMUNICATIONS INCVZ30,619$992,3720.98%
36MARATHON PETE CORPMARA6,490$982,1970.97%
37COSTCO WHSL CORP NEW22160K1051,655$935,0730.92%
38GENERAL MLS INC37033410414,290$914,4170.90%
39DISNEY WALT CO25468710610,250$830,7230.82%
40CSX CORPCSX26,375$811,0310.80%
41SALESFORCE INCCRM3,859$782,5280.77%
42MERCK & CO INCMRK7,532$775,4210.77%
43PHILLIPS 66PSX6,427$772,2620.76%
44CARRIER GLOBAL CORPORATIONCARR13,793$761,3970.75%
45GENUINE PARTS COGPC5,250$757,9950.75%
46BERKSHIRE HATHAWAY INC DELBRK-A2,085$730,3760.72%
47MASTERCARD INCORPORATEDMA1,830$724,5150.72%
48META PLATFORMS INCMETA2,296$689,2820.68%
49BRISTOL-MYERS SQUIBB COCELG-RI11,775$683,4210.68%
50ELI LILLY & COLLY1,271$682,6930.67%
51BOEING COBA-PA3,539$678,4130.67%
52SOUTHERN COSOMN10,343$669,3700.66%
53TEXAS INSTRS INC8825081044,100$651,9410.64%
54HERSHEY COHSY3,196$639,3940.63%
55EMERSON ELEC COEMR5,975$577,0060.57%
56NOVARTIS AGNVSEF4,984$507,6700.50%
57CHUBB LIMITEDCB2,411$501,9220.50%
58EVERSOURCE ENERGYES8,190$476,2490.47%
59OTIS WORLDWIDE CORPOTIS5,727$459,9350.45%
60ACCENTURE PLC IRELANDACN1,425$437,6320.43%
61COLGATE PALMOLIVE COCL5,896$419,2720.41%
62TJX COS INC NEW8725401094,600$408,8480.40%
63KINDER MORGAN INC DELEP-PC24,309$403,0430.40%
64STARBUCKS CORPSBUX4,200$383,3340.38%
65CANADIAN NATL RY CO1363751023,475$376,4470.37%
66ROCKWELL AUTOMATION INCROK1,300$371,6310.37%
67ZOETIS INCZTS2,068$359,7910.36%
68CVS HEALTH CORPCVS5,121$357,5480.35%
69KLA CORPKLAC775$355,4620.35%
70AT&T INCT-PC23,401$351,4830.35%
71AMERICAN TOWER CORP NEW03027X1002,125$349,4570.35%
72TRAVELERS COMPANIES INCTRV2,127$347,3600.34%
73GENERAL DYNAMICS CORPGD1,566$346,0340.34%
74SMUCKER J M CO8326964052,784$342,1810.34%
75SHERWIN WILLIAMS COSHW1,315$335,3910.33%
76INVESCO EXCHANGE TRADED FD TIVZ11,053$333,2390.33%
77ONEOK INC NEWOKE5,180$328,5560.32%
78IDEXX LABS INC45168D104750$327,9530.32%
79AON PLCAON1,000$324,2200.32%
80LOWES COS INC5486611071,500$311,7600.31%
81INVESCO EXCHANGE TRADED FD TIVZ7,144$305,7690.30%
82CONSOLIDATED EDISON INCED3,500$299,3550.30%
83ALPHABET INCGOOG2,190$286,5830.28%
84LAM RESEARCH CORPLRCX455$285,1800.28%
85EATON CORP PLCETN1,245$265,5340.26%
86ISHARES TR4642871762,500$259,3000.26%
87BECTON DICKINSON & COBDX950$245,6040.24%
88FIDELITY COVINGTON TRUST3160927094,536$245,4640.24%
89ADVANCED MICRO DEVICES INCAMD2,360$242,6550.24%
90ZSCALER INCZS1,509$234,7850.23%
91AMERICAN WTR WKS CO INC NEW0304201031,875$232,1810.23%
92SOUTHERN COPPER CORPSCCO3,075$231,5170.23%
93GABELLI EQUITY TR INCGAB-PK44,336$227,4420.22%
94TESLA INCTSLA863$215,9400.21%
95DUPONT DE NEMOURS INCDD2,791$208,1800.21%
96AIRBNB INCABNB1,495$205,1290.20%
97INVESCO EXCHANGE TRADED FD TIVZ12,600$177,1560.18%
98BLACKROCK CR ALLOCATION INCOBLK17,305$167,5120.17%
99PUTNAM PREMIER INCOME TRPPT35,675$119,5110.12%
100MFS CHARTER INCOME TRMCR14,100$82,4850.08%
101NUVEEN PFD & INCOME SECS FDNU11,934$73,6330.07%