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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

TODD ASSET MANAGEMENT LLC

Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001376474-24-000443

Total Value
$4.82B
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM LTDAVGO50,871$81.7M1.70%
2SHELL PLCRYDAF1,124,851$81.2M1.69%
3UNITED RENTALS INCURI119,613$77.4M1.61%
4QUALCOMM INCQCOM364,561$72.6M1.51%
5NXP SEMICONDUCTORS NVNXPI266,066$71.6M1.49%
6TOTALENERGIES, SETTE1,049,451$70.0M1.45%
7RIO TINTO PLC ADRRTNTF999,269$65.9M1.37%
8AUTOZONE INCAZO20,505$60.8M1.26%
9PARKER HANNIFIN CORPPH117,985$59.7M1.24%
10CHUBB CPCB230,963$58.9M1.22%
11J P MORGAN CHASE & COVYLD248,421$50.2M1.04%
12DELL TECHNOLOGIES, INCDELL353,324$48.7M1.01%
13MASCO CORPMAS712,648$47.5M0.99%
14KLA -TencorKLAC55,962$46.1M0.96%
15ITOCHU CORPORATIONITOCF465,929$45.8M0.95%
16JABIL INCJBL404,620$44.0M0.91%
17HCA HEALTHCARE INCHCA135,377$43.5M0.90%
18JACOBS SOLUTIONS INCJ309,412$43.2M0.90%
19AMERICAN EXPRESS COAXP186,609$43.2M0.90%
20ONEOK INCOKE522,974$42.6M0.89%
21AMERIPRISE FINANCIAL INC03076C10699,831$42.6M0.89%
22HOME DEPOTHD122,731$42.2M0.88%
23AERCAP HOLDINGS NVAER452,892$42.2M0.88%
24MORGAN STANLEY COM NEWMS-PQ433,798$42.2M0.88%
25APOLLO GLOBAL MANAGEMENT LLC03769M106354,806$41.9M0.87%
26ING GROUP N VINGVF2,429,554$41.6M0.86%
27PHILLIPS 66PSX292,458$41.3M0.86%
28DICK'S SPORTING GOODS253393102189,886$40.8M0.85%
29CRH PLCCRH539,038$40.4M0.84%
30ORACLE CORP COMORCL-PD284,530$40.2M0.83%
31TEXTRON INCTXT464,913$39.9M0.83%
32BNP PARIBAS PA ADR05565A2021,225,355$39.4M0.82%
33FIFTH THIRD BANCORPFITBM1,079,082$39.4M0.82%
34FISERV INC COMFISV262,960$39.2M0.81%
35AMGEN INCAMGN125,359$39.2M0.81%
36ABBVIEABBV226,968$38.9M0.81%
37CUMMINS INC.CMI138,763$38.4M0.80%
38KOMATSU LTD5004584011,306,281$38.2M0.79%
39MITSUBISHI UFJ FINL GROUP ADR6068221043,520,375$38.0M0.79%
40ELEVANCE HEALTH INCELV69,888$37.9M0.79%
41MERCK & CO INCMRK304,595$37.7M0.78%
42ASTRAZENECA PLC-SPONS ADRAZN476,641$37.2M0.77%
43COMPAGNIE DE SAINT GOBCODGF2,392,854$37.0M0.77%
44NVR INCNVR4,874$37.0M0.77%
45REPSOL S.A.76026T2052,339,608$36.8M0.76%
46BANK OF AMERICA CORPORATION060505104922,987$36.7M0.76%
47NOVARTIS A G SPONSORED ADRNVSEF344,119$36.6M0.76%
48EQUINOR ASASTOHF1,272,375$36.3M0.75%
49INTL. BUSINESS MACHS COINTR209,275$36.2M0.75%
50BANCO SANTANDER SA ADSBCDRF7,706,947$35.7M0.74%
51SCHLUMBERGER LTDSLB749,930$35.4M0.73%
52MARUBENI CORP ADR573810207187,488$35.0M0.73%
53EASTMAN CHEMICAL COEMN350,403$34.3M0.71%
54CAPGEMINI SE13961R100859,660$34.2M0.71%
55ORIX CORP ADRORXCF300,585$33.5M0.69%
56VALE SAVALE2,910,548$32.5M0.68%
57AXA- SPONS ADRAXTA988,295$32.4M0.67%
58BARCLAYS ADRBCLYF3,027,877$32.4M0.67%
59KB FINANCIAL GROUP INC48241A105565,009$32.0M0.66%
60ALTRIA GROUP INC COMMO697,581$31.8M0.66%
61TAIWAN SEMICONDUCTOR MFG CO AD874039100180,656$31.4M0.65%
62FUJITSU LIMITED ADR3595903041,995,708$31.3M0.65%
63CONOCOPHILLIPSCOP273,026$31.2M0.65%
64KONINKLIJKE5004675011,042,447$30.8M0.64%
65PROGRESSIVE CORP OHIO743315103148,180$30.8M0.64%
66CDW CORP/DECDW135,677$30.4M0.63%
67CITIZENS FINANCIAL GROUP INCCIA835,656$30.1M0.63%
68NATWEST GROUP PLC SP ADRRBSPF3,731,802$30.0M0.62%
69TAPESTRYTPR700,078$30.0M0.62%
70PETROLEO BRASILERO71654V4082,049,188$29.7M0.62%
71DBS GROUP HOLDINGS LTD23304Y100281,998$29.7M0.62%
72LYONDELLBASELL INDUSTRIESLYB309,835$29.6M0.62%
73AMDOCS LTDDOX369,775$29.2M0.61%
74SKECHERS U S A INC830566105417,417$28.9M0.60%
75BAE SYSTEMS PLC ADRBAESF423,260$28.3M0.59%
76SANOFI AVENTISSNYNF572,261$27.8M0.58%
77ASHTEAD GROUP PLC UNSP045055100102,965$27.6M0.57%
78ALPHABET INCGOOG150,579$27.4M0.57%
79ON SEMICONDUCTOR CORPON393,955$27.0M0.56%
80GLENCORE PLC UNSPONSORD ADRGLCNF2,358,503$26.7M0.56%
81ITAU UNIBANCO HOLDINGS SA4655621064,551,917$26.6M0.55%
82NETEASE INC. ADRNETTF277,196$26.5M0.55%
83NETAPPNTAP205,091$26.4M0.55%
84UBS GROUP AGUBS889,204$26.3M0.55%
85VIPSHOP HOLDINGS LTD ADSVIPS1,953,991$25.4M0.53%
86STANDARD BANK GROUP LTD8531182062,160,905$25.3M0.53%
87NRG ENERGY INCNRG318,485$24.8M0.51%
88ROYAL CARIBBEAN CRUISESV7780T103155,496$24.8M0.51%
89GE HEALTHCARE TECHNOLOGIES INCGEHC316,056$24.6M0.51%
90PRYSMIAN SPA UNSPONSORD ADR74440L106788,264$24.4M0.51%
91MCKESSON CORP COMMCK41,419$24.2M0.50%
92UNITED HEALTHCARE CORPUNH47,470$24.2M0.50%
93BORG WARNER AUTOMOTIVE INCBWA747,218$24.1M0.50%
94SYNCHRONY FINANCIALSYF-PB508,261$24.0M0.50%
95FOX CORPORATIONFOX694,142$23.9M0.50%
96BOOKING HOLDINGS INCBKNG5,984$23.7M0.49%
97BEST BUY INC COMBBY274,849$23.2M0.48%
98INCYTE CORPINCY380,770$23.1M0.48%
99FIRST SOLAR INC.FSLR101,439$22.9M0.47%
100HITACHI LTD ADRHTHIF101,198$22.8M0.47%
101GENERAL MTRS CO COM37045V100475,949$22.1M0.46%
102MARATHON OIL CORP COMMARA767,378$22.0M0.46%
103THALES UNSPONSORD ADR883219206685,011$21.8M0.45%
104PDD HOLDINGS INC SP ADSPDD159,796$21.2M0.44%
105STATE STR CORP COMSTT-PG282,482$20.9M0.43%
106TOKYO ELECTRON LTD889110102189,190$20.7M0.43%
107RALPH LAUREN CORPORATIONRL117,586$20.6M0.43%
108AMERICAN INTL GROUP INC026874784276,976$20.6M0.43%
109SUN LIFE FINANCIALSUNFF417,137$20.4M0.42%
110NASPERS LIMITED ADR631512209519,649$20.2M0.42%
111EXPEDIA INCEXPE160,444$20.2M0.42%
112CAPITAL ONE FINANCIAL CORP14040H105145,884$20.2M0.42%
113VERIZON COMMUNICATIONSVZ478,922$19.8M0.41%
114STELLANTIS NVSTLA994,283$19.7M0.41%
115DAIWA HOUSE INDUSTRY234062206774,794$19.7M0.41%
116KROGER COKR379,324$18.9M0.39%
117LOWE'S CO.54866110786,139$18.9M0.39%
118CORPAY INCCPAY70,655$18.8M0.39%
119D R HORTON INC23331A109131,112$18.5M0.38%
120APA CORPORATIONAPA622,478$18.3M0.38%
121PACCAR INCPCAR174,507$18.0M0.37%
122ZTO EXPRESS INCZTOEF856,105$17.8M0.37%
123AKAMAI TECHNOLGIESAKAM196,142$17.7M0.37%
124HDFC BANK LTDHDB270,276$17.4M0.36%
125BP PLCBPPFF457,420$16.5M0.34%
126B A S F A G0552625051,324,004$16.0M0.33%
127ALIBABA GROUP HOLDINGBBAAY217,278$15.6M0.32%
128CANADIAN NATL RY CO136375102130,894$15.5M0.32%
129VEOLIA ENVIRONMENT92334N103997,266$14.9M0.31%
130ICON PLC - AMERICAN DEPOSITARYICLR47,402$14.9M0.31%
131UNION PAC CORP COMUNP64,120$14.5M0.30%
132JD.COM INCJDCMF558,863$14.4M0.30%
133JAZZ PHARMACEUTICALS INCJAZZ133,264$14.2M0.30%
134SONY GROUP CORPORATIONSNEJF162,994$13.8M0.29%
135SHIONOGI & CO LTD UNSPSGIOF1,407,885$13.7M0.28%
136BAIDU INCBAIDF149,122$12.9M0.27%
137AMERICA MOVIL SAB DE CV SPON AAMXOF705,402$12.0M0.25%
138SEMPRA ENERGYSREA132,772$10.1M0.21%
139COGNIZANT TECHCTSH128,709$8.8M0.18%
140DIGITAL REALTY TRUST INC25386810352,730$8.0M0.17%
141NXP SEMICONDUCTORS NVNXPI28,430$7.6M0.16%
142ITOCHU CORPORATIONITOCF70,245$6.9M0.14%
143BRITISH AMERN TOB PLC ADR110448107214,870$6.6M0.14%
144AERCAP HOLDINGS NVAER69,610$6.5M0.13%
145CRH PLCCRH82,480$6.2M0.13%
146SHELL PLCRYDAF82,550$6.0M0.12%
147MITSUBISHI UFJ FINL GROUP ADR606822104545,180$5.9M0.12%
148COMPAGNIE DE SAINT GOBCODGF375,270$5.8M0.12%
149ING GROUP N VINGVF338,510$5.8M0.12%
150KOMATSU LTD500458401196,990$5.7M0.12%
151ASTRAZENECA PLC-SPONS ADRAZN73,220$5.7M0.12%
152NOVARTIS A G SPONSORED ADRNVSEF52,592$5.6M0.12%
153BNP PARIBAS PA ADR05565A202173,480$5.5M0.11%
154BANCO SANTANDER SA ADSBCDRF1,192,210$5.5M0.11%
155TAIWAN SEMICONDUCTOR MFG CO AD87403910029,903$5.2M0.11%
156CAPGEMINI SE13961R100130,260$5.2M0.11%
157MICROSOFT CORPMSFT11,551$5.2M0.11%
158MARUBENI CORP ADR57381020727,823$5.1M0.11%
159ORIX CORP ADRORXCF45,700$5.1M0.11%
160KB FINANCIAL GROUP INC48241A10588,870$5.0M0.10%
161REPSOL S.A.76026T205314,780$5.0M0.10%
162BARCLAYS ADRBCLYF461,260$4.9M0.10%
163AXA- SPONS ADRAXTA146,530$4.8M0.10%
164TOTALENERGIES, SETTE71,565$4.8M0.10%
165DBS GROUP HOLDINGS LTD23304Y10043,118$4.6M0.09%
166AMDOCS LTDDOX57,227$4.5M0.09%
167ITAU UNIBANCO HOLDINGS SA465562106770,490$4.5M0.09%
168FLEX LTDFLEX152,562$4.5M0.09%
169CHUBB CPCB16,990$4.3M0.09%
170FUJITSU LIMITED ADR359590304276,090$4.3M0.09%
171RIO TINTO PLC ADRRTNTF65,520$4.3M0.09%
172SANOFI AVENTISSNYNF88,116$4.3M0.09%
173LYONDELLBASELL INDUSTRIESLYB44,660$4.3M0.09%
174BAE SYSTEMS PLC ADRBAESF63,090$4.2M0.09%
175NETAPPNTAP43,552$4.2M0.09%
176ASHTEAD GROUP PLC UNSP04505510015,490$4.1M0.09%
177UBS GROUP AGUBS139,840$4.1M0.09%
178PETROLEO BRASILERO71654V408283,601$4.1M0.09%
179CHUGAI PHARMA UNSUP ADR171269103231,086$4.1M0.09%
180KONINKLIJKE500467501138,765$4.1M0.09%
181GLENCORE PLC UNSPONSORD ADRGLCNF359,520$4.1M0.09%
182LOGITECH INTERNATIONAL S.A.H5043023241,170$4.0M0.08%
183STANDARD BANK GROUP LTD853118206342,930$4.0M0.08%
184NATWEST GROUP PLC SP ADRRBSPF484,720$3.9M0.08%
185ALKERMES INCALKS160,588$3.9M0.08%
1863I GROUP PLC UNSPONSORD ADRTGOPF188,270$3.9M0.08%
187HITACHI LTD ADRHTHIF16,759$3.8M0.08%
188KT CORPORATIONKT267,860$3.7M0.08%
189PRYSMIAN SPA UNSPONSORD ADR74440L106118,120$3.7M0.08%
190APPLE COMPUTER INCAAPL17,266$3.6M0.08%
191FRONTLINE PLCFRO138,310$3.6M0.07%
192INTESA SAN PAOLO SPON ADR46115H107158,290$3.5M0.07%
193VIPSHOP HOLDINGS LTD ADSVIPS271,986$3.5M0.07%
194GILDAN ACTIVEWEAR INCGIL93,120$3.5M0.07%
195NVIDIA CORPNVDA28,200$3.5M0.07%
196SK TELECOM COSKM165,220$3.5M0.07%
197AEGON LTD AMER REG 1 CERTAEFC558,400$3.4M0.07%
198THALES UNSPONSORD ADR883219206106,710$3.4M0.07%
199DANSKE BANK ADR236363206224,540$3.4M0.07%
200HEIDELBERG MATERIALS AG42281P205161,270$3.3M0.07%
201TOKYO ELECTRON LTD88911010230,380$3.3M0.07%
202SCHLUMBERGER LTDSLB69,460$3.3M0.07%
203SUN LIFE FINANCIALSUNFF66,410$3.3M0.07%
204ENI S P A26874R108102,000$3.1M0.07%
205BANCO BILBAO VIZCAYA ARG ADRBBVXF312,970$3.1M0.07%
206NASPERS LIMITED ADR63151220978,660$3.1M0.06%
207DAIWA HOUSE INDUSTRY234062206119,750$3.0M0.06%
208ARCELORMITTAL SA LUXEMBOUARCXF131,850$3.0M0.06%
209HDFC BANK LTDHDB45,410$2.9M0.06%
210RANDSTAD NV ADR UNSPON75279Q108128,890$2.9M0.06%
211ZTO EXPRESS INCZTOEF134,450$2.8M0.06%
212PDD HOLDINGS INC SP ADSPDD19,720$2.6M0.05%
213PULTEGROUP INC.74586710123,438$2.6M0.05%
214CANADIAN NATL RY CO13637510221,800$2.6M0.05%
215VEOLIA ENVIRONMENT92334N103169,580$2.5M0.05%
216ALIBABA GROUP HOLDINGBBAAY34,800$2.5M0.05%
217ISHARES MSCI ACWI EX US ETF46428824045,110$2.4M0.05%
218CHEVRON CORP NEW COMCVX15,139$2.4M0.05%
219B A S F A G055262505194,290$2.4M0.05%
220JD.COM INCJDCMF90,780$2.3M0.05%
221TEXAS ROADHOUSETXRH13,412$2.3M0.05%
222UNILEVERUNLYF41,193$2.3M0.05%
223EQUINOR ASASTOHF78,438$2.2M0.05%
224STELLANTIS NVSTLA112,620$2.2M0.05%
225ICON PLC - AMERICAN DEPOSITARYICLR7,040$2.2M0.05%
226EXXON MOBILXOM19,089$2.2M0.05%
227SONY GROUP CORPORATIONSNEJF24,861$2.1M0.04%
228JAZZ PHARMACEUTICALS INCJAZZ19,790$2.1M0.04%
229BP PLCBPPFF57,010$2.1M0.04%
230BAIDU INCBAIDF22,970$2.0M0.04%
231VALE SAVALE171,440$1.9M0.04%
232AMERICA MOVIL SAB DE CV SPON AAMXOF111,330$1.9M0.04%
233SHIONOGI & CO LTD UNSPSGIOF185,580$1.8M0.04%
234PHILIP MORRIS INTL INC COM71817210917,639$1.8M0.04%
235TE CONNECTIVITY LTD.TEL11,160$1.7M0.03%
236BRITISH AMERN TOB PLC ADR11044810742,495$1.3M0.03%
237LINCOLN NATIONAL CORP53418710938,434$1.2M0.02%
238IQVIA HOLDINGS INCIQV5,208$1.1M0.02%
239MCDONALDS CORPMCD4,308$1.1M0.02%
2403M COMMM9,770$998,3960.02%
241MANULIFE FINL CORP COM56501R10637,492$998,0370.02%
242OMEGA HEALTHCARE INVS68193610028,739$984,3110.02%
243ALLIANZ SE01882010035,333$979,4310.02%
244BANK NOVA SCOTIA HALIFAX06414910718,775$858,3930.02%
245GILEAD SCIENCES INCGILD12,506$858,0370.02%
246ILLINOIS TOOL WKS INC COM4523081093,334$790,0250.02%
247PFIZER INCPFE27,653$773,7310.02%
248GENERAL MILLS37033410412,074$763,8010.02%
249TRUIST FINL CORP89832Q10918,927$735,3140.02%
250HUNTINGTON BANCSHARES INCHBANP52,607$693,3600.01%
251ORANGEORANY66,798$667,3120.01%
252PROCTER & GAMBLE7427181093,946$650,7740.01%
253NATIONAL GRID TRANSCO PLC ADRNMPWP10,329$586,6870.01%
254KONINKLIJKE PHILIPS ELECTRYLPF20,566$518,2630.01%
255ROSS STORES INC COMROST3,544$515,0140.01%
256JOHNSON & JOHNSON COMJNJ3,288$480,5740.01%
257JOHNSON CONTROLS INTERNATIONALG515021056,797$451,7970.01%
258BLACKROCK INCBLK528$415,7050.01%
259VANGUARD BD INDEX FD INC9219378275,192$398,2260.01%
260RTX CORPORATION COMRTX3,785$379,9760.01%
261MARATHON PETROLEUM CORPMARA2,030$352,1640.01%
262EMERSON ELEC CO COMEMR2,918$321,4470.01%
263CISCO SYS INC COMCSCO6,626$314,8010.01%
264QUANTA SERVICES INC74762E1021,194$303,3830.01%
265ISHARES NATIONAL MUNI BOND ETF4642884142,828$301,3230.01%
266LENOVO GROUP LIMITED ADS52625010510,245$290,0360.01%
267SENSATA TECHNOLOGIES HOLDING PST7,636$285,5100.01%
268DOW INC.DOW5,297$281,0060.01%
269AON CORP.AON907$266,2770.01%
270EATON VANCE MUNICIPAL BDETN22,829$241,5310.01%
271CARRIER GLOBAL CORPORATIONCARR3,785$238,7580.00%
272DAVITA INCDVA1,629$225,7310.00%
273ISHARES BARCLAYS TIPS BOND FUN4642871762,060$219,9670.00%
274ASHLAND GLOBAL HOLDINGS INCASH2,174$205,4210.00%
275ELI LILLY & COLLY225$203,7110.00%
276PANASONIC HOLDINGS CORP UNSPON69832A30415,370$126,0340.00%
277AON CORP.AON20$4,6810.00%