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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

BBR PARTNERS, LLC

Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001352467-24-000003

Total Value
$1.25B
Positions
257
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (257)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY950,313$497.1M39.82%
2ISHARES TR464287200185,227$97.4M7.80%
3UNITED PARCEL SERVICE INCUPS648,802$96.4M7.72%
4VANGUARD INDEX FDS92290836375,660$36.4M2.91%
5APPLE INCAAPL208,723$35.8M2.87%
6MICROSOFT CORPMSFT84,476$35.5M2.85%
7VANGUARD INDEX FDS92290876989,652$23.3M1.87%
8KKR & CO INC.KKRT231,047$23.2M1.86%
9INVESCO EXCHANGE TRADED FD TIVZ129,429$21.9M1.76%
10VANGUARD WORLD FDS92204a70232,042$16.8M1.35%
11ISHARES TR46428768948,023$14.4M1.15%
12ALPHABET INCGOOG95,227$14.4M1.15%
13PHILIP MORRIS INTL INC718172109142,282$13.0M1.04%
14ABBVIE INCABBV63,049$11.5M0.92%
15BERKSHIRE HATHAWAY INC DELBRK-A22,014$9.3M0.74%
16EXXON MOBIL CORPXOM71,657$8.3M0.67%
17ISHARES TR46434v621137,463$8.0M0.64%
18ALPHABET INCGOOG52,219$8.0M0.64%
19JPMORGAN CHASE & COVYLD38,230$7.7M0.61%
20DBX ETF TR233051879298,795$7.2M0.58%
21AMAZON COM INCAMZN39,152$7.1M0.57%
22UNION PACIFIC CORPUNP27,770$6.8M0.55%
23ABBOTT LABSABLZF58,588$6.7M0.53%
24MONDELEZ INTL INC60920710590,382$6.3M0.51%
25MASTERCARD INCORPORATEDMA12,526$6.0M0.48%
26JOHNSON & JOHNSONJNJ32,563$5.2M0.41%
27DIMENSIONAL ETF TRUST25434v60994,424$5.1M0.41%
28ALTRIA GROUP INCMO110,084$4.8M0.38%
29VANGUARD INDEX FDS92290862918,948$4.7M0.38%
30BP PLCBPPFF123,047$4.6M0.37%
31GOLDMAN SACHS GROUP INCGSCE11,056$4.6M0.37%
32ISHARES INC46428639230,281$4.4M0.35%
33SELECT SECTOR SPDR TR81369Y20929,689$4.4M0.35%
34NU HLDGS LTDNU362,422$4.3M0.35%
35APPLIED MATLS INC03822210520,562$4.2M0.34%
36VISA INCV14,159$4.0M0.32%
37GRINDR INCGRND373,708$3.8M0.30%
38DOVER CORPDOV21,000$3.7M0.30%
39CHEVRON CORPCVX23,413$3.7M0.30%
40ALTIMMUNE INCALT358,513$3.6M0.29%
41ISHARES TR46428761410,763$3.6M0.29%
42ISHARES TR46434V45684,738$3.4M0.27%
43ISHARES TR46428710113,442$3.3M0.27%
44SCHWAB STRATEGIC TR80852410253,132$3.2M0.26%
45ARES CAP CORP COMARCC155,175$3.2M0.26%
46VANGUARD STAR FD92190976849,792$3.0M0.24%
47MID-AMER APT CMNTYS INC59522j10322,478$3.0M0.24%
48WAL MART STORES INCWMT47,631$2.9M0.23%
49KINDER MORGAN INC DELEP-PC156,107$2.9M0.23%
50ISHARES TR46428857025,635$2.6M0.21%
51INVESCO QQQ TRUST SERIES 1IVZ5,752$2.6M0.20%
52SHELL PLCRYDAF35,607$2.4M0.19%
53PROCTER & GAMBLE CO74271810914,278$2.3M0.19%
54INTEL CORPINTC51,096$2.3M0.18%
55VANGUARD MALVERN FDS92202080546,632$2.2M0.18%
56PEPSICO INCPEP12,335$2.2M0.17%
57ALBERTSONS COS INC013091103100,000$2.1M0.17%
58BROADCOM INC.AVGO1,613$2.1M0.17%
59MERCK & CO INC NEWMRK15,799$2.1M0.17%
60DISNEY WALT CO25468710616,489$2.0M0.16%
61AMGEN INCAMGN7,071$2.0M0.16%
62LILLY ELI & COLLY2,488$1.9M0.16%
63PARKER HANNIFIN CORPPH3,447$1.9M0.15%
64HOME DEPOT INCHD4,972$1.9M0.15%
65PHILLIPS 66PSX11,475$1.9M0.15%
66MCDONALDS CORPMCD6,642$1.9M0.15%
67COSTCO WHSL CORP NEW22160K1052,488$1.8M0.15%
68ISHARES TR46428759810,056$1.8M0.14%
69ISHARES TR4642876558,288$1.7M0.14%
70AXIS CAP HLDGS LTDAXS-PE26,666$1.7M0.14%
71ISHARES TR46428716813,136$1.6M0.13%
72BLACKROCK INCBLK1,821$1.5M0.12%
73CATERPILLAR INC DELCAT4,132$1.5M0.12%
74FACEBOOK INCMETA3,023$1.5M0.12%
75GENERAL ELECTRIC CO3696043017,815$1.4M0.11%
76AMERICAN TOWER CORP NEWAMT6,548$1.3M0.10%
77BERKSHIRE HATHAWAY INC DELBRK-A2$1.3M0.10%
78AON PLCAON3,660$1.2M0.10%
79WELLS FARGO & CO NEW94974610120,975$1.2M0.10%
80PFIZER INCPFE43,322$1.2M0.10%
81ISHARES TR46428730914,102$1.2M0.10%
82ISHARES TR4642874086,352$1.2M0.10%
83PROSHARES TR74348a46711,675$1.2M0.09%
84INVESCO EXCHANGE TRADED FD TIVZ52,576$1.2M0.09%
85COCA COLA COKO19,187$1.2M0.09%
86KRAFT HEINZ COKHC30,457$1.1M0.09%
87IQVIA HLDGS INCIQV4,079$1.0M0.08%
88CBRE GROUP INCCBRE10,400$1.0M0.08%
89BLACKSTONE SECD LENDING FDBX30,701$956,3360.08%
90PRINCIPAL FINL GROUP INCPFG11,000$949,4100.08%
91ALPS ETF TR00162q45219,739$936,8330.08%
92AUTOMATIC DATA PROCESSING INADP3,697$923,2890.07%
93CUMMINS INCCMI3,112$916,9510.07%
94VANGUARD GROUP9219088444,993$911,7720.07%
95PALO ALTO NETWORKS INCPANW3,160$897,8510.07%
96INTUITINTU1,380$897,1490.07%
97KIMBERLY-CLARK CORPKMB6,900$892,5150.07%
98SHERWIN WILLIAMS COSHW2,500$868,3250.07%
99ISHARES TR46434V51433,444$867,8720.07%
100VANGUARD TAX MANAGED INTL FD92194385816,955$850,6270.07%
101APOLLO GLOBAL MGMT INCAPOS7,326$823,8090.07%
102MAPLEBEAR INCCART21,664$807,8510.06%
103COLGATE PALMOLIVE COCL8,637$777,7620.06%
104BOEING COBA-PA4,016$775,0480.06%
105STRYKER CORPSYK2,154$770,8520.06%
106VANGUARD INDEX FDS9229087513,334$762,1900.06%
107NEXTERA ENERGY INCNEE-PW11,859$757,9090.06%
108EATON CORP PLCETN2,399$750,1190.06%
109BROOKFIELD CORP11271j10717,821$746,1650.06%
110PAYCHEX INCPAYX5,943$729,8000.06%
111HOST HOTELS & RESORTS INCHST35,000$723,8000.06%
112FIDELITY NATL INFORMATION SV31620M1069,717$720,8070.06%
113KRANESHARES TR50076740533,613$718,9820.06%
114ISHARES TR4642872267,219$707,0290.06%
115ENTERPRISE PRODS PARTNERS L29379210724,150$704,6970.06%
116NOVARTIS A GNVSEF7,158$692,3930.06%
117NVIDIA CORP COMNVDA765$691,2230.06%
118BLACKSTONE GROUP INC.BX5,244$688,9130.06%
119ISHARES TR46428750711,319$687,5160.06%
120DRAFTKINGS INC NEWDKNG15,000$681,1500.05%
121ACCENTURE PLCACN1,906$660,6390.05%
122COMCAST CORP NEWCCZ15,214$659,5270.05%
123DORCHESTER MINERALS LPDMLP19,456$656,0560.05%
124BRISTOL-MYERS SQUIBB COCELG-RI11,988$650,1090.05%
125VANGUARD INDEX FDS9229087361,886$649,1610.05%
126INTERNATIONAL BUSINESS MACHSINTR3,339$637,6090.05%
127SPDR GOLD TRUSTGLD3,002$617,6400.05%
128ALBEMARLE CORPALB-PA4,569$601,9200.05%
129RAYTHEON TECHNOLOGIES CORPRTX6,143$599,0790.05%
130AFFIRM HLDGS INCAFRM15,818$589,3790.05%
131ACCEL ENTMT INCACEL49,606$584,8550.05%
132VANGUARD INTL EQUITY INDEX F92204285813,895$580,4120.05%
133DIMENSIONAL ETF TRUST25434v70817,836$569,8500.05%
134SYSCO CORPSYY6,993$567,6920.05%
135HYATT HOTELS CORPH3,500$558,6700.04%
136CVS HEALTH CORPCVS6,934$553,0560.04%
137SHOPIFY INCSHOP7,151$551,8430.04%
138EQUIFAX INCEFX2,000$535,0400.04%
139GENERAL MLS INC3703341047,419$519,1070.04%
140FIBROGEN INC31572Q808216,444$508,6430.04%
141ISHARES TR4642878044,352$481,0190.04%
142NORTHERN TR CORPNTRSO5,352$475,9000.04%
143VERIZON COMMUNICATIONS INCVZ11,194$469,7000.04%
144ADOBE SYS INC COMADBE905$456,6630.04%
145DIMENSIONAL ETF TRUST25434V80712,355$454,0460.04%
146INVESCO EXCHANGE TRADED FD TIVZ9,792$445,1410.04%
147CONSTELLATION BRANDS INCSTZ1,625$441,6100.04%
148ISHARES TR46432F3392,642$434,2130.03%
149LOCKHEED MARTIN CORPLMT948$431,0800.03%
150NXP SEMICONDUCTORS N VNXPI1,722$426,6600.03%
151CONOCOPHILLIPSCOP3,337$424,7860.03%
152DANAHER CORP DEL2358511021,691$422,3090.03%
153PG&E CORPPCG-PX25,000$419,0000.03%
154SHAKE SHACK INCSHAK4,000$416,1200.03%
155FIRST HORIZON CORPORATIONFHN-PH26,727$411,5960.03%
156FERRARI N VRACE933$406,7320.03%
157D R HORTON INC23331A1092,463$405,2870.03%
158LENNAR CORPLEN-B2,348$403,8090.03%
159NETFLIX INCNFLX650$394,7650.03%
160SERVICENOW INCNOW516$393,3980.03%
161FIDELITY NATIONAL FINANCIALFNF7,390$392,4090.03%
162UROGEN PHARMA LTDURGN26,000$390,0000.03%
163SOUTHERN COSOMN5,426$389,2610.03%
164AMERICAN ELEC PWR CO INC0255371014,500$387,4500.03%
165CHAMPIONX CORPORATIO15872M10410,764$386,3200.03%
166VANGUARD WORLD FDS92204A8842,876$377,3890.03%
167CARMAX INCKMX4,268$371,7850.03%
168UNITY SOFTWARE INCU13,917$371,5840.03%
169LYELL IMMUNOPHARMA INCLYEL164,041$365,8110.03%
170WELLTOWER INCWELL3,864$361,0520.03%
171VANGUARD INDEX FDS9229085534,128$356,9890.03%
172MARTIN MARIETTA MATLS INC573284106581$356,6990.03%
173CAMPBELL SOUP COCPB8,000$355,6000.03%
174BANK AMER CORP0605051049,275$351,7250.03%
175BARCLAYS BANK PLCBCLYF14,558$351,2850.03%
176ISHARES TR46435G34215,000$348,6000.03%
177DOCGO INCDCGO85,804$346,6480.03%
178WEYERHAEUSER CO MTN BEWY9,600$344,7360.03%
179BOWLERO CORPLUCK25,000$342,5000.03%
180ROBLOX CORRBLX8,917$340,4510.03%
181CHUBB LIMITEDCB1,280$331,6860.03%
182FORTIVE CORPFTV3,845$330,7470.03%
183THERMO FISHER SCIENTIFIC INCTMO557$323,7340.03%
184MP MATERIALS CORPMP22,624$323,5230.03%
185PROLOGIS INCPLDGP2,479$322,8150.03%
186REPUBLIC SVCS INC7607591001,650$315,8760.03%
187AMERICAN EXPRESS COAXP1,380$314,2020.03%
188DOUBLEVERIFY HLDGS INCDV8,916$313,4870.03%
189ISHARES TR4642884142,870$308,8120.02%
190NURIX THERAPEUTICS INCNRIX20,988$308,5240.02%
191HONEYWELL INTL INC4385161061,491$305,9590.02%
192NUVEEN AMT FREE QLTY MUN INCNU27,386$303,1630.02%
193DUKE ENERGY CORP NEWDUKB3,126$302,3150.02%
194STATE STR CORPSTT-PG3,900$301,5480.02%
195CHARTER COMMUNICATIONS INC N16119P1081,033$300,2210.02%
196EMERSON ELEC COEMR2,617$296,8200.02%
197TWILIO INCTWLO4,820$294,7430.02%
198ASML HOLDING NVASMLF298$289,2000.02%
199NOVO-NORDISK A SNONOF2,203$282,8650.02%
200INTUITIVE SURGICAL INCISRG707$282,1570.02%
201SYNOPSYS INCSNPS486$277,7490.02%
202NORTHEAST BK LEWISTON ME66405S1005,000$276,7000.02%
203ALIBABA GROUP HLDG LTDBBAAY3,795$274,6290.02%
204SELECT SECTOR SPDR TR81369Y8864,148$272,3160.02%
205CANADIAN PACIFIC KANSAS CITYCP3,069$270,5980.02%
206ISHARES HIGH DIVIDEND EQUITY F46429B6632,443$269,2430.02%
207MARRIOTT INTL INC NEW5719032021,047$264,1690.02%
208NIKE INCNKE2,809$264,0280.02%
209SELECT SECTOR SPDR TR81369Y7042,090$263,2560.02%
210SELECT SECTOR SPDR TR81369Y8031,256$261,5870.02%
211BAXTER INTL INC0718131096,054$258,7480.02%
212MILLERKNOLL INCMLKN10,402$257,5540.02%
213ROPER TECHNOLOGIES INCROP457$256,3040.02%
214CHENIERE ENERGY INCLNG1,573$253,6930.02%
215TOYOTA MOTOR CORPTOYOF995$250,4220.02%
216UNITEDHEALTH GROUP INCUNH500$247,3500.02%
217NUVEEN QUALITY MUNCP INCOMENU21,439$245,6910.02%
218CAMDEN PPTY TR1331311022,486$244,6220.02%
219DUPONT DE NEMOURS INCDD3,186$244,2710.02%
220GOLDMAN SACHS ETF TRNVGLF3,344$243,4770.02%
221TRANSACT TECHNOLOGIES INCTACT46,000$241,0400.02%
222FORTREA HLDGS INCFTRE5,883$236,1440.02%
223FEDEX CORPFDX815$235,9960.02%
224ATLANTA BRAVES HLDGS INCBATRB6,006$234,5940.02%
225ARCHER AVIATION INCACHR-WT50,000$231,0000.02%
226TOAST INCTOST9,054$225,6260.02%
227VULCAN MATLS CO929160109815$222,4300.02%
228CISCO SYS INCCSCO4,418$220,5020.02%
229ISHARES INC4642864263,233$220,2000.02%
230SELECT SECTOR SPDR TR81369y6055,215$219,6560.02%
231MEDTRONIC PLCMDT2,514$219,0950.02%
232JANUS DETROIT STR TR47103U8524,831$217,8780.02%
233AGILENT TECHNOLOGIES INCA1,456$211,8630.02%
234PULTE GROUP INC7458671011,688$203,6070.02%
235SELECT SECTOR SPDR TR81369Y4071,098$201,9110.02%
236KNOWLES CORPKN10,500$169,0500.01%
237AEVA TECHNOLOGIES INCAEVA40,020$157,2790.01%
238SONDER HOLDINGS INC83542D10250,000$148,0000.01%
239WARNER BROS DISCOVERY INCWBD15,200$132,6960.01%
240HARROW INCHROW10,000$132,3000.01%
241ALLOGENE THERAPEUTICS INCALLO28,952$129,4150.01%
242IONQ INCIONQ-WT11,956$119,4400.01%
243ENHABIT INCEHAB10,000$116,5000.01%
244OMNIAB INCOABIW20,000$108,4000.01%
245LOCAL BOUNTI CORPLOCLW29,293$85,2430.01%
2462SEVENTY BIO INC90138410715,000$80,2500.01%
247LIFESTANCE HEALTH GROUP INCLFST12,873$79,4260.01%
248AVROBIO INC05455M10060,000$76,8000.01%
249ACLARIS THERAPEUTICS INCACRS60,000$74,4000.01%
250LEXICON PHARMACEUTICALS INCLXRX30,000$72,0000.01%
251CORE SCIENTIFIC INC NEW21874a13023,214$55,7140.00%
252KINNATE BIOPHARMA INC49705r10520,000$53,2000.00%
253HERTZ GLOBAL HLDGS INCHTZWW11,291$50,1320.00%
254MURAL ONCOLOGY PUB LTD COG6336510310,000$48,9000.00%
255CORE SCIENTIFIC INC NEW21874a11427,856$37,0480.00%
256GRINDR INCGRND12,994$30,0160.00%
257MARTI TECHNOLOGIES INCMRT35,000$28,7000.00%