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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 Q4 2023 · Filed October 27, 2023 · Accession 0001395067-23-000005

Total Value
$421.6M
Positions
299
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (299)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085243001,090,081$79.3M18.80%
2SCHWAB STRATEGIC TR808524797553,297$39.2M9.29%
3DIMENSIONAL ETF TRUST25434V2031,464,846$38.2M9.07%
4ISHARES TR464287614128,521$34.2M8.11%
5AMERICAN CENTY ETF TR025072877410,300$32.0M7.59%
6VICTORY PORTFOLIOS II92647N535550,474$26.9M6.39%
7INVESCO EXCHANGE TRADED FD TIVZ798,936$24.1M5.71%
8VANGUARD INDEX FDS922908629108,943$22.7M5.38%
9SPDR SER TR78468R648480,540$19.0M4.51%
10AMERICAN CENTY ETF TR025072802218,063$12.6M2.99%
11DIMENSIONAL ETF TRUST25434V302472,235$10.7M2.53%
12DIMENSIONAL ETF TRUST25434V740450,193$10.7M2.53%
13ISHARES TR46428759846,889$7.1M1.69%
14SCHWAB STRATEGIC TR808524607131,836$5.5M1.30%
15FIRST TR DOW JONES SELECT MI33718M10597,310$5.3M1.26%
16ISHARES TR46428765523,747$4.2M1.00%
17ISHARES TR46428749939,347$2.7M0.65%
18ISHARES TR46428746536,746$2.5M0.60%
19SCHWAB STRATEGIC TR80852450836,751$2.5M0.59%
20SPDR S&P 500 ETF TRSPY5,356$2.3M0.54%
21AMCOR PLCAMCCF249,079$2.3M0.54%
22APPLE INCAAPL12,616$2.2M0.51%
23VANGUARD INDEX FDS92290875110,583$2.0M0.47%
24SCHWAB STRATEGIC TR80852480557,323$1.9M0.46%
25INVESCO EXCHANGE TRADED FD TIVZ51,145$1.7M0.40%
26VANGUARD INDEX FDS9229087365,056$1.4M0.33%
27MICROSOFT CORPMSFT3,113$982,9300.23%
28BERKSHIRE HATHAWAY INC DELBRK-A2,644$926,1940.22%
29HERSHEY COHSY4,000$800,3200.19%
30ALPHABET INCGOOG5,940$777,3090.18%
31SCHWAB STRATEGIC TR80852440910,177$656,0100.16%
32UNITEDHEALTH GROUP INCUNH1,278$644,3550.15%
33GEOSPACE TECHNOLOGIES CORPGEOS47,003$608,6890.14%
34SENECA FOODS CORP NEWSENEM10,665$574,0970.14%
35INVESCO QQQ TRIVZ1,493$534,8980.13%
36FRANKLIN STR PPTYS CORP35471R106277,657$513,6660.12%
37SPS COMM INCSPSC2,968$506,3710.12%
38BIGLARI HLDGS INCBH3,000$498,0000.12%
39VERA BRADLEY INCVRA72,401$478,5710.11%
40ALPHABET INCGOOG3,620$477,2970.11%
41FIRST SOLAR INCFSLR2,952$477,0140.11%
42SAGA COMMUNICATIONS INCSGA21,729$466,3050.11%
43PRINCIPAL FINANCIAL GROUP INPFG6,262$451,3030.11%
44OVERSEAS SHIPHOLDING GROUP I69036R863102,550$450,1950.11%
45UNIVERSAL STAINLESS & ALLOY91383710032,981$432,3810.10%
46ISHARES TR4642875071,702$424,3940.10%
47SPDR SER TR78464A3005,534$400,4960.09%
48VANGUARD INTL EQUITY INDEX F9220427757,495$388,7660.09%
49VISA INCV1,597$367,3260.09%
50SPDR S&P MIDCAP 400 ETF TRMDY800$365,3120.09%
51HURCO COHURC16,251$364,5100.09%
52UNIFI INCUFI50,379$357,6910.08%
53META PLATFORMS INCMETA1,182$354,8490.08%
54ALICO INCALCO13,699$341,9280.08%
55ACACIA RESH CORP00388130793,273$340,4470.08%
56CATO CORP NEWCATO41,410$317,2010.08%
57ISHARES TR4642871682,910$315,0860.07%
58LOWES COS INC5486611071,511$314,0470.07%
59BOOKING HOLDINGS INCBKNG95$292,9760.07%
60ASA GOLD AND PRECIOUS MTLS LG3156P10319,916$265,4810.06%
61UNION PAC CORPUNP1,300$264,7190.06%
62WESTWOOD HLDGS GROUP INC96176510425,852$262,3980.06%
63VANGUARD BD INDEX FDS9219378273,404$255,8790.06%
64SPDR SER TR78468R6632,700$247,9140.06%
65ASTRONOVA INCALOT18,928$236,6000.06%
66WINMARK CORPWINA624$232,8340.06%
67GAIA INC NEWGAIA83,830$228,0180.05%
68EA SERIES TRUST02072L53212,146$221,9530.05%
69VANGUARD INDEX FDS9229086371,123$219,7600.05%
70GENCOR INDS INC36867810814,878$210,2270.05%
71TYLER TECHNOLOGIES INCTYL525$202,7240.05%
72MILLER INDS INC TENN6005512044,998$195,9720.05%
73CYTEIR THERAPEUTICS INC23284P10367,990$193,0920.05%
74DIMENSIONAL ETF TRUST25434V7245,493$186,8720.04%
75STARBUCKS CORPSBUX2,018$184,1830.04%
76STAR GROUP L PSGU15,000$180,4500.04%
77SPDR SER TR78468R7214,066$177,6850.04%
78LAKELAND INDS INC51179510611,752$177,1030.04%
79LIMONEIRA COLMNR10,994$168,4290.04%
803M COMMM1,685$157,7500.04%
81ROSS STORES INCROST1,325$149,6590.04%
82INTERNATIONAL BUSINESS MACHSINTR1,066$149,5600.04%
83FUEL TECH INCFTEK126,079$148,7740.04%
84VANGUARD INDEX FDS922908769689$146,3510.03%
85TARGET CORPTGT1,318$145,7320.03%
86GULF IS FABRICATION INC40230710243,723$142,9750.03%
87VANGUARD SCOTTSDALE FDS92206C7142,068$137,8530.03%
88KVH INDS INC48273810126,462$134,9570.03%
89SPRUCE BIOSCIENCES INCSPRB55,757$126,0110.03%
90FULCRUM THERAPEUTICS INCFULC27,867$123,7300.03%
91VANGUARD SCOTTSDALE FDS92206C7062,072$118,4150.03%
92NEW YORK CMNTY BANCORP INC64944510310,000$113,4000.03%
93TALARIS THERAPEUTICS INC87410C10440,028$112,4790.03%
94MOTOROLA SOLUTIONS INCMSI410$111,6190.03%
95AMAZON COM INCAMZN860$109,3240.03%
96AMREP CORPAXR6,484$109,0780.03%
97ASTROTECH CORPASTC10,704$108,1110.03%
98HONEYWELL INTL INC438516106570$105,3020.02%
99WELLS FARGO CO NEW9497461012,505$102,3550.02%
100GRAPHITE BIO INC38870X10441,060$101,8290.02%
101BOLT BIOTHERAPEUTICS INCBOLT97,835$101,7490.02%
102THERMO FISHER SCIENTIFIC INCTMO200$101,2340.02%
103READING INTL INC75540810146,773$99,1590.02%
104CHARLES RIV LABS INTL INC159864107497$97,4030.02%
105SPDR SER TR78464A4091,640$97,2200.02%
106VANGUARD CHARLOTTE FDS92203J4071,957$93,6040.02%
107RAFAEL HLDGS INCRFL49,256$93,5870.02%
108CHIMERIX INC16934W10694,582$90,7800.02%
109ADVERUM BIOTECHNOLOGIES INC00773U10860,120$90,1800.02%
110KRONOS BIO INC50107A10468,041$88,4540.02%
111NEKTAR THERAPEUTICSNKTR148,378$88,3740.02%
112NUVATION BIO INCNUVB65,390$87,6230.02%
113ISHARES TR464288414844$86,5440.02%
114CKX LDS INC12562N1046,596$86,5400.02%
115XCEL ENERGY INCXELLL1,510$86,4030.02%
116DANAHER CORPORATION235851102348$86,3390.02%
117LUMOS PHARMA INC55028X10925,760$85,0080.02%
118MCDONALDS CORPMCD300$79,0320.02%
119SHAPEWAYS HOLDINGS INC81947T20124,609$78,9950.02%
120API GROUP CORPAPG3,000$77,7900.02%
121ADAPTIMMUNE THERAPEUTICS PLCADTI99,349$77,4930.02%
122COOPER COS INC216648402240$76,3230.02%
123ATEA PHARMACEUTICALS INCAVIR24,865$74,5950.02%
124US BANCORP DELUSB-PS2,230$73,7240.02%
125VANGUARD INDEX FDS922908744534$73,6550.02%
126INVIVYD INCIVVD43,028$73,1480.02%
127RAIN ONCOLOGY INC75082Q10584,135$72,5080.02%
128AMGEN INCAMGN261$70,1470.02%
129APPLIED MATLS INC038222105502$69,5020.02%
130VANGUARD TAX-MANAGED FDS9219438581,524$66,6510.02%
131SERA PROGNOSTICS INCSERA35,687$66,3780.02%
132MICROSOFT CORPMSFT204$64,4130.02%
133SPDR INDEX SHS FDS78463X5091,866$62,6420.01%
134ATHIRA PHARMA INC04746L10430,783$62,1820.01%
135UNITEDHEALTH GROUP INCUNH123$62,0160.01%
136JPMORGAN CHASE & COVYLD400$58,0080.01%
137PASSAGE BIO INCPASG86,050$56,6210.01%
138SCHWAB STRATEGIC TR8085241021,103$54,9710.01%
139KODIAK SCIENCES INCKOD30,258$54,4650.01%
140VANGUARD MALVERN FDS9220208051,116$52,7650.01%
141EXXON MOBIL CORPXOM428$50,3250.01%
142ISHARES TR464288281559$46,1290.01%
143ISHARES TR464287630324$43,9190.01%
144HEARTLAND FINL USA INC42234Q1021,479$43,5270.01%
145NUCOR CORPNUE278$43,4660.01%
146ALPHABET INCGOOG317$41,7970.01%
147ISHARES TR46428720097$41,6550.01%
148SINGULAR GENOMICS SYSTEMS IN82933R100102,950$39,2240.01%
149ADICET BIO INCACET28,144$38,5580.01%
150VISA INCV152$34,9620.01%
151WALMART INCWMT216$34,5450.01%
152INVENTRUST PPTYS CORP46124J2011,395$33,2150.01%
153CATERPILLAR INCCAT121$33,0330.01%
154KIMBERLY-CLARK CORPKMB257$31,0590.01%
155NVIDIA CORPORATIONNVDA69$30,0150.01%
156EATON CORP PLCETN140$29,8600.01%
157INVESCO EXCHANGE TRADED FD TIVZ207$29,3300.01%
158PACCAR INCPCAR341$28,9920.01%
159VANGUARD INDEX FDS922908512219$28,6810.01%
160AMAZON COM INCAMZN223$28,3480.01%
161AMERICAN CENTY ETF TR025072703497$27,6590.01%
162DIMENSIONAL ETF TRUST25434V807827$26,9770.01%
163WELLS FARGO CO NEW949746101656$26,8050.01%
164NXP SEMICONDUCTORS N VNXPI130$25,9900.01%
165ARK ETF TR00214Q302850$23,6810.01%
166PROGRESSIVE CORP743315103168$23,4030.01%
167MERCK & CO INCMRK224$23,0610.01%
168METLIFE INCMET-PF361$22,7110.01%
169MCKESSON CORPMCK52$22,6130.01%
170LYONDELLBASELL INDUSTRIES NLYB236$22,3500.01%
171BAKER HUGHES COMPANYBKR625$22,0820.01%
172VERTEX PHARMACEUTICALS INCVRTX61$21,2130.01%
173EXXON MOBIL CORPXOM180$21,1650.01%
174MONSTER BEVERAGE CORP NEWMNST396$20,9690.00%
175ORACLE CORPORCL-PD196$20,7610.00%
176FS KKR CAP CORPFSK1,033$20,3400.00%
177BANK AMERICA CORP060505104733$20,0700.00%
178ZOETIS INCZTS115$20,0080.00%
179VANGUARD INDEX FDS922908611124$19,7770.00%
180ISHARES TR464287242192$19,5880.00%
181LAM RESEARCH CORPLRCX31$19,4300.00%
182COSTCO WHSL CORP NEW22160K10534$19,2090.00%
183MEDTRONIC PLCMDT244$19,1200.00%
184INTUITIVE SURGICAL INCISRG62$18,1220.00%
185CENTERPOINT ENERGY INCCNP670$17,9900.00%
186AMEREN CORPAEE233$17,4360.00%
187COCA COLA COKO300$16,7940.00%
188FORTINET INCFTNT274$16,0790.00%
189AMERICAN ELEC PWR CO INC025537101210$15,7990.00%
190COPART INCCPRT366$15,7710.00%
191COMCAST CORP NEWCCZ355$15,7410.00%
192EOG RES INCEOG123$15,5920.00%
193LABORATORY CORP AMER HLDGS50540R40977$15,4810.00%
194AFLAC INCAFL200$15,3500.00%
195ISHARES TR464288869148$14,8150.00%
196PROCTER AND GAMBLE CO742718109100$14,5860.00%
197CHARTER COMMUNICATIONS INC N16119P10833$14,5150.00%
198ELI LILLY & COLLY27$14,5030.00%
199GENUINE PARTS COGPC100$14,4380.00%
200IDEXX LABS INC45168D10433$14,4300.00%
201LOWES COS INC54866110769$14,3410.00%
202ROBERT HALF INC.RHI195$14,2900.00%
203QUALCOMM INCQCOM128$14,2160.00%
204T-MOBILE US INCTMUSZ101$14,1460.00%
205VEEVA SYS INCVEEV69$14,0390.00%
206ARISTA NETWORKS INCANET75$13,7950.00%
207ROPER TECHNOLOGIES INCROP28$13,5640.00%
208RESTAURANT BRANDS INTL INC76131D103202$13,4580.00%
209GEN DIGITAL INCGENVR758$13,3940.00%
210CENTENE CORP DELCNC191$13,1570.00%
211KKR INCOME OPPORTUNITIES FDKKRT1,082$12,9370.00%
212MORGAN STANLEYMS-PQ155$12,6590.00%
213THERMO FISHER SCIENTIFIC INCTMO25$12,6550.00%
214WESTERN DIGITAL CORP.WDC269$12,2750.00%
215ADOBE INCADBE24$12,2380.00%
216ATI INCATI297$12,2220.00%
217CAMECO CORPCCJ302$11,9720.00%
218GEVO INCGEVO10,000$11,9000.00%
219EDWARDS LIFESCIENCES CORPEW171$11,8470.00%
220COCA COLA COKO200$11,1960.00%
221VICI PPTYS INC925652109375$10,9130.00%
222BRISTOL-MYERS SQUIBB COCELG-RI185$10,7380.00%
223HOME DEPOT INCHD35$10,5760.00%
224ZIMMER BIOMET HOLDINGS INCZBH92$10,3250.00%
225BUILDERS FIRSTSOURCE INCBLDR82$10,2090.00%
226CUBESMARTCUBE253$9,6470.00%
227NETFLIX INCNFLX25$9,4400.00%
228NIKE INCNKE96$9,1800.00%
229ISHARES TR464288430164$9,1070.00%
230PROLOGIS INC.PLDGP79$8,8650.00%
231REINSURANCE GRP OF AMERICA I75935160461$8,8570.00%
232DISNEY WALT CO254687106107$8,6730.00%
233FIRST TR EXCHANGE-TRADED FD33738R811127$8,6070.00%
234SENSATA TECHNOLOGIES HLDG PLST222$8,3970.00%
235OTIS WORLDWIDE CORPOTIS103$8,2720.00%
236MSCI INCMSCI16$8,2100.00%
237MOTOROLA SOLUTIONS INCMSI30$8,1680.00%
238HYATT HOTELS CORPH74$7,8500.00%
239LYFT INCLYFT740$7,8000.00%
240NIKE INCNKE80$7,6350.00%
241PAYCOM SOFTWARE INCPAYC29$7,5190.00%
242ISHARES TR46428867966$7,2920.00%
243VERIZON COMMUNICATIONS INCVZ223$7,2280.00%
244RTX CORPORATIONRTX100$7,1970.00%
245PROCTER AND GAMBLE CO74271810949$7,1480.00%
246DAKTRONICS INCDAKT800$7,1360.00%
247KIMCO RLTY CORP49446R109400$7,0360.00%
248LULULEMON ATHLETICA INCLULU18$6,9390.00%
249BROADCOM INCAVGO8$6,6450.00%
250COMERICA INC200340107158$6,5650.00%
251SYNOPSYS INCSNPS14$6,4260.00%
252CADENCE DESIGN SYSTEM INCCDNS27$6,3270.00%
253TYLER TECHNOLOGIES INCTYL16$6,1790.00%
254PULTE GROUP INC74586710183$6,1470.00%
255VERISK ANALYTICS INCVRSK26$6,1430.00%
256FIDELITY COVINGTON TRUST316092857263$5,9900.00%
257SHERWIN WILLIAMS COSHW23$5,8670.00%
258AUTODESK INCADSK28$5,7940.00%
259AMETEK INCAME39$5,7630.00%
260MASTEC INCMTZ77$5,5420.00%
261FIRST CTZNS BANCSHARES INC N31946M1034$5,5270.00%
262TRACTOR SUPPLY COTSCO27$5,4830.00%
263AUTOZONE INCAZO2$5,0800.00%
264ISHARES TR46429B61476$4,7990.00%
265FERRARI N VRACE16$4,7290.00%
266ISHARES TR46429B598107$4,7230.00%
267ORACLE CORPORCL-PD44$4,6610.00%
268SERVICENOW INCNOW8$4,4720.00%
269AMPHENOL CORP NEW03209510153$4,4520.00%
270GENMAB A/SGNMSF124$4,3730.00%
271UNITED PARCEL SERVICE INCUPS28$4,3650.00%
272TAPESTRY INCTPR149$4,2840.00%
273REGAL REXNORD CORPORATIONRRX29$4,1440.00%
274ALIGN TECHNOLOGY INCALGN13$3,9700.00%
275MANHATTAN ASSOCIATES INCMANH20$3,9520.00%
276CROWDSTRIKE HLDGS INCCRWD23$3,8510.00%
277EPAM SYS INCEPAM15$3,8360.00%
278WATERS CORP94184810313$3,5650.00%
279ASML HOLDING N VASMLF6$3,5320.00%
280PTC INCPTC24$3,4010.00%
281ENTEGRIS INCENTG35$3,2870.00%
282GLOBAL X FDS37954Y236255$3,2400.00%
283SPIRIT AEROSYSTEMS HLDGS INC848574109180$2,9060.00%
284IDEX CORP45167R10413$2,7050.00%
285ISHARES INC46428682246$2,6840.00%
286COGNEX CORPCGNX57$2,4190.00%
287TREX CO INCTREX39$2,4040.00%
288NEXTERA ENERGY INCNEE-PW42$2,3860.00%
289ISHARES TR46428825719$1,7560.00%
290NOVARTIS AGNVSEF17$1,7320.00%
291TESLA INCTSLA6$1,5020.00%
292KEYCORP493267108100$1,0760.00%
293BRIGHTHOUSE FINL INC10922N10318$8810.00%
294SCHWAB STRATEGIC TR80852470636$8620.00%
295PHILIP MORRIS INTL INC7181721099$8340.00%
296AMPLIFY ETF TR03210860730$5980.00%
297KYNDRYL HLDGS INCKD21$3180.00%
298ETF MANAGERS TR26924G50869$2530.00%
299COINBASE GLOBAL INCCOIN2$1510.00%