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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

GRIES FINANCIAL LLC

Quarter ended Q2 2024 · Filed August 2, 2024 · Accession 0001213900-24-064624

Total Value
$486.3M
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200117,184$64.1M13.19%
2RBB FD INC74933W452478,701$23.9M4.92%
3ISHARES TR46432F339137,177$23.4M4.82%
4FIRST TR EXCHNG TRADED FD VI33740U687637,865$21.5M4.43%
5ILLINOIS TOOL WKS INC45230810968,638$16.3M3.34%
6SPDR S&P 500 ETF TRSPY22,420$12.2M2.51%
7ISHARES TR46428772177,042$11.6M2.38%
8BLACKROCK ETF TRUSTBLK232,061$10.9M2.24%
9BLACKSTONE SECD LENDING FDBX302,502$9.3M1.90%
10MICROSOFT CORPMSFT19,683$8.8M1.81%
11APPLE INCAAPL26,802$5.6M1.16%
12SPDR S&P MIDCAP 400 ETF TRMDY10,230$5.5M1.13%
13FIRST TR EXCHNG TRADED FD VI33740F516146,087$5.4M1.11%
14ISHARES TR46428743251,736$4.7M0.98%
15ISHARES TR46428750780,801$4.7M0.97%
16ISHARES TR46428765522,471$4.6M0.94%
17INVESCO QQQ TRIVZ8,468$4.1M0.83%
18VANGUARD INDEX FDS92290876914,957$4.0M0.82%
19NVIDIA CORPORATIONNVDA31,847$3.9M0.81%
20FEDEX CORPFDX12,998$3.9M0.80%
21AMAZON COM INCAMZN19,072$3.7M0.76%
22BANK AMERICA CORP06050510489,675$3.6M0.73%
23CSX CORPCSX105,827$3.5M0.73%
24CARLYLE SECURED LENDING INCCGBD197,990$3.5M0.72%
25BLACKROCK ETF TRUST IIBLK65,693$3.4M0.71%
26GOLDMAN SACHS GROUP INCGSCE7,515$3.4M0.70%
27EATON CORP PLCETN10,813$3.4M0.70%
28VANGUARD INDEX FDS9229083636,757$3.4M0.69%
29AMGEN INCAMGN10,338$3.2M0.66%
30JOHNSON & JOHNSONJNJ21,266$3.1M0.64%
31ISHARES TR46428730932,739$3.0M0.62%
32SPDR SER TR78464A656118,077$3.0M0.62%
33ISHARES TR46434V86057,327$2.9M0.60%
34ZOETIS INCZTS16,646$2.9M0.59%
35BAIN CAP SPECIALTY FIN INC05684B107171,158$2.8M0.57%
36COMCAST CORP NEWCCZ70,806$2.8M0.57%
37HOME DEPOT INCHD7,854$2.7M0.56%
38J P MORGAN EXCHANGE TRADED F46641Q33247,344$2.7M0.55%
39DIAMONDBACK ENERGY INCFANG13,031$2.6M0.54%
40COLGATE PALMOLIVE COCL26,716$2.6M0.53%
41INVESCO EXCHANGE TRADED FD TIVZ15,695$2.6M0.53%
42ISHARES TR46428715021,571$2.6M0.53%
43ABBVIE INCABBV14,788$2.5M0.52%
44MORGAN STANLEYMS-PQ25,995$2.5M0.52%
45THE CIGNA GROUP1255231007,569$2.5M0.51%
46SEI INVTS CO78411710338,660$2.5M0.51%
47VERIZON COMMUNICATIONS INCVZ60,600$2.5M0.51%
48J P MORGAN EXCHANGE TRADED F46654Q20343,497$2.4M0.50%
49PEPSICO INCPEP14,183$2.3M0.48%
50ESSEX PPTY TR INC2971781058,528$2.3M0.48%
51PNC FINL SVCS GROUP INC69347510514,892$2.3M0.48%
52HONEYWELL INTL INC43851610610,444$2.2M0.46%
53ISHARES TR4642876146,078$2.2M0.46%
54ISHARES TR46434V80361,791$2.2M0.45%
55MID-AMER APT CMNTYS INC59522J10315,385$2.2M0.45%
56KIMBERLY-CLARK CORPKMB15,705$2.2M0.45%
57LANDSTAR SYS INCLSTR11,454$2.1M0.43%
58COTERRA ENERGY INCCTRA78,752$2.1M0.43%
59PRICE T ROWE GROUP INCTROW18,012$2.1M0.43%
60KELLANOVABEKE35,735$2.1M0.42%
61ISHARES TR46428746525,507$2.0M0.41%
62MCCORMICK & CO INCMKC-V28,091$2.0M0.41%
63COGNIZANT TECHNOLOGY SOLUTIOCTSH29,282$2.0M0.41%
64ENBRIDGE INCENNPF55,088$2.0M0.40%
65ISHARES TR4642871017,383$2.0M0.40%
66WEC ENERGY GROUP INCWEC24,566$1.9M0.40%
67FLOWERS FOODS INCFLO85,514$1.9M0.39%
68ALPHABET INCGOOG10,194$1.9M0.38%
69UNITED PARCEL SERVICE INCUPS13,508$1.8M0.38%
70VANGUARD WHITEHALL FDS92194688529,049$1.8M0.38%
71STARBUCKS CORPSBUX23,448$1.8M0.38%
72CONAGRA BRANDS INCCAG63,833$1.8M0.37%
73PARKER-HANNIFIN CORPPH3,550$1.8M0.37%
74HASBRO INCHAS30,611$1.8M0.37%
75ISHARES TR46429B69720,953$1.8M0.36%
76ISHARES TR46428759810,051$1.8M0.36%
77BANK MONTREAL QUE06367110120,681$1.7M0.36%
78ISHARES TR46428724216,039$1.7M0.35%
79ISHARES TR46428734140,950$1.7M0.35%
80TORONTO DOMINION BK ONTTORO30,754$1.7M0.35%
81COCA COLA COKO24,922$1.6M0.33%
82ISHARES TR46429B65530,553$1.6M0.32%
83ISHARES TR46435U71336,494$1.5M0.32%
84BANK NEW YORK MELLON CORP06405810025,632$1.5M0.32%
85NATIONAL FUEL GAS CONFG28,107$1.5M0.31%
86MANPOWERGROUP INC WISMAN21,766$1.5M0.31%
87ATMOS ENERGY CORPATO12,600$1.5M0.30%
88VANECK ETF TRUST92189F43750,721$1.4M0.30%
89ABBOTT LABSABLZF13,704$1.4M0.29%
90TRACTOR SUPPLY COTSCO5,263$1.4M0.29%
91SPDR SER TR78464A85422,154$1.4M0.29%
92EXXON MOBIL CORPXOM11,955$1.4M0.28%
93OGE ENERGY CORPOGE37,942$1.4M0.28%
94AMDOCS LTDDOX15,400$1.2M0.25%
95ROBERT HALF INC.RHI18,803$1.2M0.25%
96MARSH & MCLENNAN COS INC5717481025,653$1.2M0.24%
97CVS HEALTH CORPCVS20,050$1.2M0.24%
98TCW ETF TRUST29287L70030,665$1.2M0.24%
99ISHARES TR46434V87823,027$1.2M0.24%
100MERCK & CO INCMRK9,337$1.2M0.24%
101BRUNSWICK CORPBC-PC15,249$1.1M0.23%
102ISHARES TR46428828112,534$1.1M0.23%
103ORACLE CORPORCL-PD7,755$1.1M0.23%
104VANECK ETF TRUST92189F64312,577$1.1M0.22%
105ALPHABET INCGOOG5,935$1.1M0.22%
106SCHWAB STRATEGIC TR80852479713,767$1.1M0.22%
107ISHARES TR46428722610,651$1.0M0.21%
108ELI LILLY & COLLY1,134$1.0M0.21%
109L3HARRIS TECHNOLOGIES INCLHX4,545$1.0M0.21%
110VANGUARD INDEX FDS9229086374,059$1.0M0.21%
1113M COMMM9,689$990,0760.20%
112ISHARES TR4642876223,238$963,5530.20%
113COSTCO WHSL CORP NEW22160K1051,110$943,1950.19%
114VANGUARD ADMIRAL FDS INC9219325052,660$886,9770.18%
115ISHARES TR46432F83412,904$871,7940.18%
116FS KKR CAP CORPFSK43,836$864,8860.18%
117BLUE OWL CAP CORP III69122G10257,445$859,9520.18%
118META PLATFORMS INCMETA1,672$843,0560.17%
119RTX CORPORATIONRTX8,316$834,8130.17%
120ISHARES TR46428745710,021$818,2550.17%
121ISHARES TR4642874999,419$763,7140.16%
122JPMORGAN CHASE & CO.VYLD3,742$756,7850.16%
123ISHARES TR46434V62112,967$747,0290.15%
124LAM RESEARCH CORPLRCX700$745,3950.15%
125PFIZER INCPFE26,517$741,9590.15%
126CONOCOPHILLIPSCOP6,468$739,8100.15%
127ISHARES TR46435G52410,902$734,7950.15%
128BRISTOL-MYERS SQUIBB COCELG-RI17,148$712,1560.15%
129SELECT SECTOR SPDR TR81369Y5067,734$704,9950.14%
130THERMO FISHER SCIENTIFIC INCTMO1,228$679,0840.14%
131EMERSON ELEC COEMR6,008$661,8410.14%
132INVESCO EXCH TRADED FD TR IIIVZ56,199$649,0980.13%
133VISA INCV2,469$648,0380.13%
134ISHARES TR4642882575,575$626,6300.13%
135VANGUARD INDEX FDS9229085537,460$624,8770.13%
136SPOTIFY TECHNOLOGY S ASPOT1,968$617,5390.13%
137SCHWAB STRATEGIC TR8085242019,122$586,0890.12%
138INTERNATIONAL BUSINESS MACHSINTR3,362$581,3930.12%
139MASTERCARD INCORPORATEDMA1,302$574,3900.12%
140VANGUARD INTL EQUITY INDEX F9220427184,876$572,8810.12%
141BROADCOM INCAVGO355$569,9630.12%
142BERKSHIRE HATHAWAY INC DELBRK-A1,347$547,9600.11%
143ISHARES TR46435G1026,708$527,4500.11%
144ISHARES TR46428723412,339$525,5270.11%
145VANGUARD WORLD FD92204A702902$520,0510.11%
146ISHARES U S ETF TR46431W50710,062$506,4200.10%
147ISHARES TR4642876481,912$502,0330.10%
148ISHARES INC46434G1039,261$495,7480.10%
149PROCTER AND GAMBLE CO7427181093,004$495,4180.10%
150PROGRESSIVE CORP7433151032,347$487,4950.10%
151BOOKING HOLDINGS INCBKNG123$487,2650.10%
152CHEVRON CORP NEWCVX3,027$473,4830.10%
153INVESCO EXCH TRADED FD TR IIIVZ22,427$471,8640.10%
154COPART INCCPRT8,566$463,9350.10%
155INTEL CORPINTC14,974$463,7410.10%
156VANGUARD WORLD FD9219108161,351$424,4980.09%
157SELECT SECTOR SPDR TR81369Y8031,808$409,0240.08%
158ALTRIA GROUP INCMO8,935$406,9890.08%
159VANGUARD INTL EQUITY INDEX F9220428589,279$406,0490.08%
160APPLIED MATLS INC0382221051,696$400,2000.08%
161NOVO-NORDISK A SNONOF2,768$395,1040.08%
162CROWDSTRIKE HLDGS INCCRWD1,024$392,3870.08%
163VANGUARD TAX-MANAGED FDS9219438587,806$385,7730.08%
164VANGUARD INDEX FDS9229087361,029$384,8560.08%
165LENNAR CORPLEN-B2,548$381,8690.08%
166CITIGROUP INCC-PR6,000$380,7600.08%
167VERTIV HOLDINGS COVRT4,267$369,3940.08%
168VALERO ENERGY CORPVLO2,334$365,8780.08%
169NEXTERA ENERGY INCNEE-PW5,136$363,6800.07%
170NEWELL BRANDS INCNWL56,178$360,1010.07%
171RBB FD INC74933W4606,894$345,2520.07%
172LOCKHEED MARTIN CORPLMT734$342,8510.07%
173ISHARES TR4642886533,332$342,1960.07%
174ISHARES TR4642876302,222$338,3580.07%
175BROADSTONE NET LEASE INCBNL20,938$332,2860.07%
176PENNANTPARK INVT CORP70806210443,935$331,7090.07%
177J P MORGAN EXCHANGE TRADED F46641Q8376,530$329,5690.07%
178SPDR SER TR78464A7632,570$326,8530.07%
179MONDELEZ INTL INC6092071054,948$323,7970.07%
180UNITEDHEALTH GROUP INCUNH635$323,3800.07%
181ISHARES TR46432F8424,450$323,2830.07%
182TEXAS ROADHOUSE INCTXRH1,876$322,1280.07%
183GENERAL MTRS CO37045V1006,817$316,7180.07%
184DOCUSIGN INCDOCU5,907$316,0250.06%
185VANGUARD SCOTTSDALE FDS92206C7144,055$310,4910.06%
186BLACKROCK INCBLK390$307,0550.06%
187GATES INDL CORP PLCG3910810819,334$305,6710.06%
188WALMART INCWMT4,445$300,9920.06%
189OWENS CORNING NEWOC1,714$297,7560.06%
190CISCO SYS INCCSCO6,169$293,0690.06%
191SKECHERS U S A INC8305661054,155$287,1940.06%
192LOWES COS INC5486611071,295$285,4960.06%
193DISNEY WALT CO2546871062,852$283,2130.06%
194ARISTA NETWORKS INCANET801$280,7340.06%
195FLOWSERVE CORPFLS5,790$278,4990.06%
196CHUBB LIMITEDCB1,088$277,5270.06%
197CHIPOTLE MEXICAN GRILL INCCMG4,378$274,2820.06%
198SPDR SER TR78468R40810,877$271,5990.06%
199BANK AMERICA CORP060505682227$271,5280.06%
200NORFOLK SOUTHN CORP6558441081,262$270,9390.06%
201AT&T INCT-PC14,154$270,4830.06%
202PURE STORAGE INC74624M1024,212$270,4530.06%
203WENDYS CO95058W10015,759$267,2730.05%
204NEUROCRINE BIOSCIENCES INCNBIX1,933$266,1160.05%
205DICKS SPORTING GOODS INC2533931021,226$263,4060.05%
206PALO ALTO NETWORKS INCPANW748$253,5790.05%
207AXIS CAP HLDGS LTDG0692U1093,523$248,9000.05%
208GE AEROSPACE3696043011,506$239,4090.05%
209ECOLAB INCECL984$234,1920.05%
210VANGUARD SPECIALIZED FUNDS9219088441,273$232,3860.05%
211FIRST HORIZON CORPORATIONFHN-PH14,709$231,9610.05%
212TARGET CORPTGT1,559$230,7440.05%
213VERISIGN INCVRSN1,289$229,1840.05%
214PPG INDS INC6935061071,817$228,7420.05%
215ROLLINS INCROL4,681$228,3860.05%
216ROSS STORES INCROST1,570$228,1520.05%
217DISCOVER FINL SVCS2547091081,717$224,6010.05%
218JANUS DETROIT STR TR47103U8864,625$224,4980.05%
219VANGUARD INDEX FDS9229087441,398$224,2530.05%
220CITIZENS FINL GROUP INCCIA6,158$221,8730.05%
221SMARTSHEET INC83200N1034,987$219,8270.05%
222TEXAS INSTRS INC8825081041,124$218,6180.04%
223PIMCO ETF TR72201R8332,167$218,1090.04%
224RIVIAN AUTOMOTIVE INCRIVN16,195$217,3370.04%
225FIDELITY NATL INFORMATION SV31620M1062,873$216,5090.04%
226NORDSON CORPNDSN924$214,3130.04%
227VANGUARD INDEX FDS922908629873$211,3530.04%
228SELECT SECTOR SPDR TR81369Y2091,444$210,4630.04%
229CATERPILLAR INCCAT630$209,8530.04%
230SNOWFLAKE INCSNOW1,547$208,9840.04%
231TRAVEL PLUS LEISURE CO8941641024,602$206,9980.04%
232VANGUARD WORLD FD92204A8841,495$206,6090.04%
233ISHARES TR46432F3961,054$205,3930.04%
234MEDTRONIC PLCMDT2,596$204,3440.04%
235ISHARES TR4642875561,485$203,8600.04%
236BLOCK H & R INCBSQKZ3,758$203,7960.04%
237CLEVELAND-CLIFFS INC NEWCLF12,743$196,1150.04%
238BLUE OWL CAPITAL CORPORATIONOWL11,759$180,6180.04%
239WESTERN UN COWU13,094$160,0090.03%
240AMCOR PLCAMCCF13,766$134,6310.03%
241ADT INC DELADT15,961$121,3040.02%
242PLAYTIKA HLDG CORPPLTK15,109$118,9080.02%
243PETCO HEALTH & WELLNESS CO IWOOF23,335$88,2060.02%
244ARDAGH METAL PACKAGING S AAMPWF22,537$76,6260.02%