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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

Marquette Asset Management, LLC

Quarter ended Q3 2023 · Filed July 28, 2023 · Accession 0001395067-23-000004

Total Value
$403.0M
Positions
317
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (317)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085243001,123,058$84.2M20.88%
2ISHARES TR464287614131,771$36.3M9.00%
3SCHWAB STRATEGIC TR808524797482,030$35.0M8.69%
4DIMENSIONAL ETF TRUST25434V2031,061,096$29.0M7.19%
5VICTORY PORTFOLIOS II92647N535532,642$26.0M6.46%
6AMERICAN CENTY ETF TR025072877335,030$26.0M6.45%
7INVESCO EXCHANGE TRADED FD TIVZ168,018$25.6M6.36%
8VANGUARD INDEX FDS92290862997,011$21.4M5.30%
9SPDR SER TR78468R648322,470$14.4M3.57%
10AMERICAN CENTY ETF TR025072802200,701$11.6M2.87%
11ISHARES TR46428759849,520$7.8M1.94%
12SPDR INDEX SHS FDS78463X509209,071$7.2M1.78%
13SCHWAB STRATEGIC TR808524607141,835$6.2M1.54%
14FIRST TR DOW JONES SELECT MI33718M10585,665$4.8M1.20%
15ISHARES TR46428765525,222$4.7M1.17%
16SCHWAB STRATEGIC TR808524706138,103$3.4M0.84%
17SCHWAB STRATEGIC TR80852450847,368$3.4M0.83%
18ISHARES TR46428749943,598$3.2M0.79%
19ISHARES TR46428746539,129$2.8M0.70%
20AMCOR PLCAMCCF249,079$2.5M0.62%
21APPLE INCAAPL12,616$2.4M0.61%
22SCHWAB STRATEGIC TR80852480567,732$2.4M0.60%
23SPDR S&P 500 ETF TRSPY5,411$2.4M0.60%
24VANGUARD INDEX FDS92290875111,943$2.4M0.59%
25INVESCO EXCHANGE TRADED FD TIVZ10,229$1.8M0.44%
26ISHARES TR46428723440,413$1.6M0.40%
27VANGUARD INDEX FDS9229087365,063$1.4M0.36%
28ISHARES TR4642871689,510$1.1M0.27%
29HERSHEY COHSY4,000$998,8000.25%
30MICROSOFT CORPMSFT2,914$992,3340.25%
31BERKSHIRE HATHAWAY INC DELBRK-A2,644$901,6040.22%
32CHINOOK THERAPEUTICS INC16961L10622,000$845,2400.21%
33VANGUARD BD INDEX FDS9219378279,863$745,3470.18%
34ALPHABET INCGOOG5,940$711,0180.18%
35SCHWAB STRATEGIC TR80852440910,177$682,7750.17%
36UNITEDHEALTH GROUP INCUNH1,278$614,2580.15%
37SPDR SER TR78464A3007,897$609,5700.15%
38BIGLARI HLDGS INCBH3,000$591,4200.15%
39SPS COMM INCSPSC2,968$570,0350.14%
40ABBOTT LABSABLZF5,224$569,5210.14%
413M COMMM5,605$561,0050.14%
42VANGUARD INTL EQUITY INDEX F92204277510,290$559,8790.14%
43SCHWAB STRATEGIC TR80852486211,000$528,6600.13%
44ISHARES TR4642875071,967$514,3320.13%
45SPDR S&P MIDCAP 400 ETF TRMDY1,000$478,9100.12%
46SAGA COMMUNICATIONS INCSGA21,729$464,1320.12%
47VERA BRADLEY INCVRA72,401$462,6430.11%
48UNIVERSAL STAINLESS & ALLOY91383710032,981$462,0640.11%
49ALPHABET INCGOOG3,620$437,9120.11%
50OVERSEAS SHIPHOLDING GROUP I69036R863102,550$427,6340.11%
51UNIFI INCUFI50,379$406,5590.10%
52FRANKLIN STR PPTYS CORP35471R106277,657$402,6030.10%
53JOHNSON & JOHNSONJNJ2,400$397,2480.10%
54ACACIA RESH CORP00388130793,273$388,0160.10%
55VISA INCV1,597$379,2560.09%
56GEOSPACE TECHNOLOGIES CORPGEOS47,003$365,2140.09%
57ALICO INCALCO13,699$348,7770.09%
58LOWES COS INC5486611071,511$341,0330.08%
59META PLATFORMS INCMETA1,182$339,2110.08%
60CATO CORP NEWCATO41,410$332,5230.08%
61SPDR SER TR78468R6633,612$331,6540.08%
62WESTWOOD HLDGS GROUP INC96176510425,852$320,5650.08%
63TALARIS THERAPEUTICS INC87410C104101,375$308,1800.08%
64ASA GOLD AND PRECIOUS MTLS LG3156P10319,916$296,1510.07%
65HURCO COHURC13,362$289,2880.07%
66VANGUARD INTL EQUITY INDEX F9220428587,086$288,2590.07%
67SENECA FOODS CORP NEWSENEM8,807$287,8130.07%
68ASTRONOVA INCALOT18,928$274,4560.07%
69UNION PAC CORPUNP1,300$266,0060.07%
70BOOKING HOLDINGS INCBKNG95$256,5320.06%
71GENCOR INDS INC36867810814,878$231,8000.06%
72VANGUARD INDEX FDS9229086371,123$227,6550.06%
73TYLER TECHNOLOGIES INCTYL525$218,6470.05%
74AMERICAN CENTY ETF TR0250727033,690$211,8060.05%
75WINMARK CORPWINA624$207,4620.05%
76STAR GROUP L PSGU15,000$204,9000.05%
77STARBUCKS CORPSBUX2,018$199,9040.05%
78BURLINGTON STORES INCBURL1,270$199,8860.05%
79INTERNATIONAL BUSINESS MACHSINTR1,466$196,1660.05%
80GAIA INC NEWGAIA83,830$193,6480.05%
81ADVERUM BIOTECHNOLOGIES INC00773U108121,393$193,0150.05%
82SPDR SER TR78468R7214,066$187,6870.05%
83MILLER INDS INC TENN6005512044,998$177,2800.04%
84CYTEIR THERAPEUTICS INC23284P10367,990$176,7740.04%
85TARGET CORPTGT1,318$173,8450.04%
86LIMONEIRA COLMNR10,994$171,0670.04%
87LAKELAND INDS INC51179510611,752$169,1120.04%
88FUEL TECH INCFTEK126,079$167,0550.04%
89VANGUARD SCOTTSDALE FDS92206C7142,228$154,2000.04%
90VANGUARD INDEX FDS922908769689$151,7730.04%
91ASTROTECH CORPASTC10,704$151,5690.04%
92ROSS STORES INCROST1,325$148,5730.04%
93GULF IS FABRICATION INC40230710243,723$142,1000.04%
94RESMED INCRSMDF628$137,2180.03%
95EXXON MOBIL CORPXOM1,228$131,7030.03%
96BOLT BIOTHERAPEUTICS INCBOLT97,835$125,2290.03%
97READING INTL INC75540810146,773$123,9490.03%
98MOTOROLA SOLUTIONS INCMSI410$120,2450.03%
99SPRUCE BIOSCIENCES INCSPRB55,757$119,8780.03%
100HONEYWELL INTL INC438516106570$118,2750.03%
101LATCH INCLTCHW84,809$117,8850.03%
102NUVATION BIO INCNUVB65,390$117,7020.03%
103SERA PROGNOSTICS INCSERA35,687$117,5890.03%
104KRONOS BIO INC50107A10468,041$117,0310.03%
105AMREP CORPAXR6,484$116,3010.03%
106XCEL ENERGY INCXELLL1,862$115,7610.03%
107CHIMERIX INC16934W10694,582$114,4450.03%
108SINGULAR GENOMICS SYSTEMS IN82933R100136,926$113,6490.03%
109NEW YORK CMNTY BANCORP INC64944510310,000$112,4000.03%
110AMAZON COM INCAMZN860$112,1100.03%
111PEPSICO INCPEP600$111,1320.03%
112WELLS FARGO CO NEW9497461012,505$106,9140.03%
113GRAPHITE BIO INC38870X10441,060$106,7560.03%
114CHARLES RIV LABS INTL INC159864107497$104,4950.03%
115THERMO FISHER SCIENTIFIC INCTMO200$104,3500.03%
116RAFAEL HLDGS INCRFL49,256$102,9460.03%
117LUMOS PHARMA INC55028X10931,088$102,5910.03%
118SPDR SER TR78464A4091,640$100,0570.02%
119PARDES BIOSCIENCES INC69945Q10554,278$98,2440.02%
120VANGUARD CHARLOTTE FDS92203J4071,957$95,6590.02%
121US BANCORP DELUSB-PS2,830$93,5040.02%
122ATEA PHARMACEUTICALS INCAVIR24,865$92,9960.02%
123SHAPEWAYS HOLDINGS INC81947T20124,610$92,5330.02%
124CKX LDS INC12562N1049,240$92,3090.02%
125COOPER COS INC216648402240$92,0240.02%
126FULCRUM THERAPEUTICS INCFULC27,867$91,9620.02%
127ISHARES TR464288414844$90,0810.02%
128MCDONALDS CORPMCD300$89,5230.02%
129MICROSOFT CORPMSFT251$85,4760.02%
130NEKTAR THERAPEUTICSNKTR148,378$85,3480.02%
131DANAHER CORPORATION235851102348$83,5200.02%
132API GROUP CORPAPG3,000$81,7800.02%
133PASSAGE BIO INCPASG86,050$80,9990.02%
134APPLIED MATLS INC038222105540$78,0520.02%
135UNIVERSAL HLTH SVCS INC913903100488$76,9920.02%
136VANGUARD INDEX FDS922908744534$75,8820.02%
137CATERPILLAR INCCAT300$73,8150.02%
138VANGUARD TAX-MANAGED FDS9219438581,524$70,4020.02%
139ISHARES TR464287200147$65,5200.02%
140COCA COLA COKO1,016$61,1840.02%
141JPMORGAN CHASE & COVYLD400$58,1760.01%
142AMGEN INCAMGN261$57,9480.01%
143SCHWAB STRATEGIC TR8085241021,071$55,3570.01%
144UNITEDHEALTH GROUP INCUNH115$55,2740.01%
145PRINCIPAL FINANCIAL GROUP INPFG728$55,2120.01%
146VANGUARD MALVERN FDS9220208051,116$52,9210.01%
147ISHARES TR464288281559$48,3760.01%
148ECOLAB INCECL250$46,6730.01%
149ISHARES TR464287630324$45,6200.01%
150NUCOR CORPNUE278$45,5870.01%
151FIRST TR EXCH TRADED FD III33739E1082,763$44,1260.01%
152BOEING COBA-PA208$43,9220.01%
153ALPHABET INCGOOG362$43,7920.01%
154VISA INCV177$42,0340.01%
155CISCO SYS INCCSCO800$41,3920.01%
156HEARTLAND FINL USA INC42234Q1021,479$41,2200.01%
157KIMBERLY-CLARK CORPKMB257$35,4820.01%
158NVIDIA CORPORATIONNVDA81$34,2650.01%
159AMAZON COM INCAMZN261$34,0240.01%
160WALMART INCWMT216$33,9510.01%
161YUM BRANDS INCYUM240$33,2520.01%
162INVENTRUST PPTYS CORP46124J2011,395$32,2810.01%
163DISNEY WALT CO254687106350$31,2480.01%
164INVESCO EXCHANGE TRADED FD TIVZ207$30,9760.01%
165VANGUARD INDEX FDS922908512219$30,3060.01%
166ARK ETF TR00214Q302850$28,9770.01%
167NXP SEMICONDUCTORS N VNXPI141$28,8420.01%
168PACCAR INCPCAR341$28,5250.01%
169EATON CORP PLCETN140$28,1540.01%
170INTUITIVE SURGICAL INCISRG82$28,0400.01%
171WELLS FARGO CO NEW949746101656$27,9990.01%
172VERTEX PHARMACEUTICALS INCVRTX78$27,4370.01%
173MONSTER BEVERAGE CORP NEWMNST476$27,3420.01%
174TECHPRECISION CORPTPCS3,500$25,8650.01%
175MERCK & CO INCMRK224$25,8480.01%
176AMERICAN CENTY ETF TR025072604478$25,7220.01%
177COSTCO WHSL CORP NEW22160K10544$23,6900.01%
178FORTINET INCFTNT313$23,6600.01%
179ZOETIS INCZTS137$23,5930.01%
180ORACLE CORPORCL-PD196$23,3420.01%
181PROGRESSIVE CORP743315103168$22,2390.01%
182MCKESSON CORPMCK52$22,2210.01%
183LYONDELLBASELL INDUSTRIES NLYB236$21,6720.01%
184MEDTRONIC PLCMDT244$21,4970.01%
185BANK AMERICA CORP060505104733$21,0300.01%
186ISHARES TR464287242192$20,7630.01%
187IDEXX LABS INC45168D10441$20,5920.01%
188VANGUARD INDEX FDS922908611124$20,5100.01%
189METLIFE INCMET-PF361$20,4080.01%
190LAM RESEARCH CORPLRCX31$19,9290.00%
191FS KKR CAP CORPFSK1,033$19,8130.00%
192EDWARDS LIFESCIENCES CORPEW210$19,8100.00%
193BAKER HUGHES COMPANYBKR625$19,7570.00%
194COPART INCCPRT215$19,6110.00%
195VANGUARD BD INDEX FDS921937819260$19,5600.00%
196COCA COLA COKO300$18,0660.00%
197NIKE INCNKE161$17,7700.00%
198ARISTA NETWORKS INCANET109$17,6650.00%
199QUALCOMM INCQCOM148$17,6180.00%
200GLOBAL X FDS37954Y855270$17,5560.00%
201GENUINE PARTS COGPC100$16,9230.00%
202AMERICAN ELEC PWR CO INC025537101200$16,8400.00%
203ISHARES TR464288869148$16,1770.00%
204AMEREN CORPAEE196$16,0080.00%
205LABORATORY CORP AMER HLDGS50540R40965$15,6870.00%
206VEEVA SYS INCVEEV79$15,6210.00%
207ROPER TECHNOLOGIES INCROP32$15,3860.00%
208PROCTER AND GAMBLE CO742718109100$15,1740.00%
209ADOBE SYSTEMS INCORPORATEDADBE31$15,1590.00%
210COMCAST CORP NEWCCZ355$14,7510.00%
211ROBERT HALF INTL INCRHI195$14,6680.00%
212AMERICAN ELEC PWR CO INC025537101169$14,2300.00%
213EOG RES INCEOG123$14,0770.00%
214LILLY ELI & COLLY30$14,0700.00%
215HOME DEPOT INCHD45$13,9790.00%
216AFLAC INCAFL200$13,9600.00%
217YUM CHINA HLDGS INCYUMC240$13,5600.00%
218RAYTHEON TECHNOLOGIES CORPRTX137$13,4210.00%
219ZIMMER BIOMET HOLDINGS INCZBH92$13,3960.00%
220EXXON MOBIL CORPXOM124$13,2990.00%
221MORGAN STANLEYMS-PQ155$13,2370.00%
222ATI INCATI297$13,1370.00%
223THERMO FISHER SCIENTIFIC INCTMO25$13,0440.00%
224CENTENE CORP DELCNC191$12,8830.00%
225KKR INCOME OPPORTUNITIES FDKKRT1,082$12,5590.00%
226RESTAURANT BRANDS INTL INC76131D103158$12,2490.00%
227CHARTER COMMUNICATIONS INC N16119P10833$12,1240.00%
228AMPLIFY ETF TR032108607530$12,0580.00%
229LOWES COS INC54866110753$11,9630.00%
230PULTE GROUP INC745867101154$11,9630.00%
231BRISTOL-MYERS SQUIBB COCELG-RI185$11,8310.00%
232VICI PPTYS INC925652109375$11,7870.00%
233GEN DIGITAL INCGENVR634$11,7610.00%
234CUBESMARTCUBE253$11,2990.00%
235MSCI INCMSCI24$11,2630.00%
236BUILDERS FIRSTSOURCE INCBLDR82$11,1520.00%
237T-MOBILE US INCTMUSZ79$10,9740.00%
238REGAL REXNORD CORPORATIONRRX69$10,6200.00%
239VERIZON COMMUNICATIONS INCVZ280$10,4140.00%
240WESTERN DIGITAL CORP.WDC269$10,2010.00%
241SENSATA TECHNOLOGIES HLDG PLST222$9,9880.00%
242ISHARES TR464288430164$9,7870.00%
243PROLOGIS INC.PLDGP79$9,6880.00%
244FORD MTR CO DEL345370860632$9,5630.00%
245DISNEY WALT CO254687106107$9,5530.00%
246CAMECO CORPCCJ302$9,4620.00%
247SYNOPSYS INCSNPS21$9,1440.00%
248MASTEC INCMTZ77$9,0840.00%
249FIRST TR EXCHANGE-TRADED FD33738R811127$9,0610.00%
250NIKE INCNKE80$8,8130.00%
251MOTOROLA SOLUTIONS INCMSI29$8,5060.00%
252HYATT HOTELS CORPH74$8,4790.00%
253REINSURANCE GRP OF AMERICA I75935160461$8,4610.00%
254TYLER TECHNOLOGIES INCTYL20$8,3300.00%
255PAYCOM SOFTWARE INCPAYC25$8,0310.00%
256CADENCE DESIGN SYSTEM INCCDNS34$7,9740.00%
257KIMCO RLTY CORP49446R109400$7,8880.00%
258FIRST CTZNS BANCSHARES INC N31946M1036$7,7010.00%
259AMETEK INCAME46$7,4470.00%
260PROCTER AND GAMBLE CO74271810949$7,4360.00%
261AUTODESK INCADSK36$7,3640.00%
262ISHARES TR46428867966$7,2900.00%
263TAPESTRY INCTPR169$7,2340.00%
264SHERWIN WILLIAMS COSHW27$7,1700.00%
265BROADCOM INCAVGO8$6,9400.00%
266FIDELITY COVINGTON TRUST316092857263$6,6060.00%
267ASML HOLDING N VASMLF9$6,5230.00%
268BANK AMERICA CORP060505104220$6,3120.00%
269SERVICENOW INCNOW11$6,1820.00%
270NETFLIX INCNFLX14$6,1670.00%
271TRACTOR SUPPLY COTSCO27$5,9690.00%
272AMPHENOL CORP NEW03209510169$5,8620.00%
273IDEX CORP45167R10427$5,8130.00%
274WALGREENS BOOTS ALLIANCE INC931427108200$5,6980.00%
275PTC INCPTC40$5,6910.00%
276ENTEGRIS INCENTG51$5,6520.00%
277TOPBUILD CORPBLD20$5,3210.00%
278SPIRIT AEROSYSTEMS HLDGS INC848574109180$5,2550.00%
279ORACLE CORPORCL-PD44$5,2400.00%
280FERRARI N VRACE16$5,2040.00%
281VALERO ENERGY CORPVLO44$5,1620.00%
282DAKTRONICS INCDAKT800$5,1200.00%
283UNITED PARCEL SERVICE INCUPS28$5,0190.00%
284AUTOZONE INCAZO2$4,9870.00%
285CROWDSTRIKE HLDGS INCCRWD33$4,8480.00%
286GENMAB A/SGNMSF124$4,7140.00%
287ISHARES TR46429B598107$4,6670.00%
288LULULEMON ATHLETICA INCLULU12$4,5420.00%
289OTIS WORLDWIDE CORPOTIS51$4,5400.00%
290FIDELITY NATIONAL FINANCIALFNF123$4,4280.00%
291ISHARES TR46429B61476$4,4180.00%
292MANHATTAN ASSOCIATES INCMANH20$3,9970.00%
293SKYWORKS SOLUTIONS INCSWKS35$3,8750.00%
294TREX CO INCTREX56$3,6720.00%
295WATERS CORP94184810313$3,4660.00%
296GLOBAL X FDS37954Y236255$3,4640.00%
297EPAM SYS INCEPAM15$3,3720.00%
298COGNEX CORPCGNX57$3,1940.00%
299ALIGN TECHNOLOGY INCALGN9$3,1830.00%
300NEXTERA ENERGY INCNEE-PW42$3,0900.00%
301ISHARES INC46428682246$2,8660.00%
302ZEBRA TECHNOLOGIES CORPORATIZBRA9$2,6630.00%
303VANGUARD SPECIALIZED FUNDS92190884414$2,2750.00%
304CARRIER GLOBAL CORPORATIONCARR37$1,8400.00%
305HANESBRANDS INC410345102400$1,8160.00%
306NOVARTIS AGNVSEF17$1,7160.00%
307OTIS WORLDWIDE CORPOTIS18$1,6030.00%
308TESLA INCTSLA6$1,5710.00%
309KYNDRYL HLDGS INCKD101$1,3420.00%
310ARK ETF TR00214Q10430$1,3250.00%
311KEYCORP493267108100$9240.00%
312BRIGHTHOUSE FINL INC10922N10318$8530.00%
313SCHWAB STRATEGIC TR80852483911$5080.00%
314MASCO CORPMAS8$4600.00%
315ETF MANAGERS TR26924G50869$2070.00%
316INVESCO EXCH TRADED FD TR IIIVZ3$1540.00%
317COINBASE GLOBAL INCCOIN2$1440.00%