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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

Perkins Coie Trust Co

Quarter ended Q1 2023 · Filed January 18, 2023 · Accession 0001513038-23-000001

Total Value
$312.8M
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (253)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS921943858573,042$24.1M7.69%
2VANGUARD MID CAP ETF922908629114,130$23.3M7.44%
3MICROSOFT CORPMSFT69,117$16.6M5.30%
4APPLE INCAAPL101,108$13.1M4.20%
5ISHARES S&P 500 GROWTH ETF464287309171,505$10.0M3.21%
6VANGUARD RUSSELL 1000 GROWTH ETF92206C680173,997$9.6M3.07%
7UNITEDHEALTH GROUP INCUNH13,771$7.3M2.33%
8VISA INCV32,236$6.7M2.14%
9HOME DEPOT INCHD21,020$6.6M2.12%
10VANGUARD MID CAP ETF92290862R31,674$6.5M2.06%
11PEPSICO INCPEP34,816$6.3M2.01%
12PROCTER & GAMBLE CO74271810941,465$6.3M2.01%
13DANAHER CORP23585110223,676$6.3M2.01%
14CHEVRON CORPCVX30,472$5.5M1.75%
15ALPHABET INC CL AGOOG61,952$5.5M1.75%
16QUALCOMM INCQCOM48,943$5.4M1.72%
17STARBUCKS CORPSBUX54,131$5.4M1.72%
18CHARLES SCHWAB CORPSCHW-PJ64,393$5.4M1.71%
19ORACLE CORPORCL-PD60,585$5.0M1.58%
20CISCO SYSTEMS INCCSCO103,070$4.9M1.57%
21BLACKROCK INCBLK6,847$4.9M1.55%
22UTILITIES SELECT SECTOR SPDR ETF81369Y88665,415$4.6M1.47%
23PFIZER INCPFE87,474$4.5M1.43%
24EATON CORP PLCETN28,059$4.4M1.41%
25ABBVIE INCABBV26,474$4.3M1.37%
26CVS HEALTH CORPCVS44,803$4.2M1.33%
27CHUBB LIMITEDCB18,730$4.1M1.32%
28HONEYWELL INTL INC43851610618,994$4.1M1.30%
29ACCENTURE PLCACN15,113$4.0M1.29%
30ISHARES S&P MIDCAP 400 GROWTH46428760658,712$4.0M1.28%
31PNC FINANCIAL SERVICES GROUP69347510523,903$3.8M1.21%
32STRYKER CORPSYK15,295$3.7M1.20%
33METLIFE INCMET-PF51,030$3.7M1.18%
34AMERICAN TOWER CORP03027X10017,306$3.7M1.17%
35UNION PACIFIC CORPUNP17,266$3.6M1.14%
36UNITED PARCEL SERVICE INCUPS20,140$3.5M1.12%
37SPDR S&P BIOTECH ETF78464A87042,136$3.5M1.12%
38AIR PRODUCTS & CHEMICALS INCAIIR10,213$3.1M1.01%
39COMCAST CORPCCZ86,201$3.0M0.96%
40WALT DISNEY CO25468710634,399$3.0M0.96%
41TARGET CORPTGT20,004$3.0M0.95%
42MONDELEZ INTERNATIONAL INC60920710543,886$2.9M0.94%
43INTERNATIONAL BUSINESS MACHINESINTR19,227$2.7M0.87%
44WELLS FARGO & CO94974610164,125$2.6M0.85%
45MEDTRONIC PLCMDT32,880$2.6M0.82%
46AT&T INCT-PC131,783$2.4M0.78%
47INTEL CORPINTC91,410$2.4M0.77%
48ISHARES RUSSELL 2000 ETF46428765513,183$2.3M0.73%
49RAYTHEON TECHNOLOGIES CORPRTX21,562$2.2M0.70%
50PAYPAL HOLDINGS INCPYPL26,178$1.9M0.60%
51ECOLAB INCECL11,755$1.7M0.55%
52FIRST TRUST GLOBAL WIND ENERGY ETF33736G10689,479$1.5M0.50%
53FIRST FINANCIAL CORPORATION32021810033,200$1.5M0.49%
54BENTLEY SYSTEMS INCORPORATEDBSY40,775$1.5M0.48%
55INVESCO S&P 500 EQUAL WEIGHT ETFIVZ9,980$1.4M0.45%
56ISHARES GOLD TRUST NPVIAU30,778$1.1M0.34%
57FREEPORT-MCMORAN INC. LDFCX27,570$1.0M0.33%
58MARRIOTT INTERNATIONAL INC5719032026,284$935,5540.30%
59VANGUARD S&P 500 ETF9229083632,444$858,6440.27%
60VF CORPVFC29,497$814,3430.26%
61REALTY INCOME CORPO12,500$792,7980.25%
62COSTCO WHOLESALE CORP22160K1051,428$651,8790.21%
63EXXON MOBIL CORPXOM5,284$582,8230.19%
64AMAZON.COM INCAMZN6,290$528,3600.17%
65ISHARES CALIFORNIA MUNI BOND ETF4642883569,000$504,9900.16%
66MERCK & CO INCMRK4,501$499,3830.16%
67JOHNSON & JOHNSONJNJ2,685$474,3020.15%
68BERKSHIRE HATHAWAY INC CL ABRK-A1$468,7100.15%
69ALPHABET INC CL CGOOG4,980$441,8710.14%
70EXACT SCIENCES CORPORATION30063P1058,650$428,1750.14%
71NUVEEN AMT FREE MUNI CREDIT INCOME FDNU32,025$388,7830.12%
72VANGUARD REIT ETF9229085534,630$381,8320.12%
73NOVO NORDISK AS ADRNONOF2,771$375,0260.12%
74LOCKHEED MARTIN CORPLMT744$361,9400.12%
75SMARTSHEET INC83200N1038,131$320,0340.10%
76BOEING COBA-PA1,638$312,0150.10%
77BLACKSTONE GROUP INC NPVBX4,066$301,6550.10%
78CHEVRON CORPCVX1,613$289,5170.09%
79MICROSOFT CORPMSFT1,164$279,1500.09%
80JPMORGAN CHASE & COVYLD1,840$246,7380.08%
81US BANCORPUSB-PS5,500$239,8530.08%
82BERKSHIRE HATHAWAY CL BBRK-A738$227,9590.07%
83VANGUARD SMALL CAP INDEX ETF9229087511,201$220,4290.07%
84QUALCOMM INCQCOM1,954$214,8220.07%
85WEC ENERGY GROUP INCWEC2,257$211,6150.07%
86AMGEN INCAMGN776$203,8000.07%
87CISCO SYSTEMS INCCSCO4,107$195,6160.06%
88VANGUARD EMERGING MKTS ETF9220428584,935$192,3150.06%
89UTILITIES SELECT SECTOR SPDR ETF81369Y88R2,712$191,1960.06%
90ISHARES RUSSELL MIDCAP ETF4642874992,800$188,8600.06%
91ISHARES MSCI EAFE INDEX ETF4642874652,861$187,7650.06%
92PEPSICO INCPEP1,010$182,4660.06%
93PROCTOR & GAMBLE CO74271810R1,179$178,6890.06%
94PENNYMAC COPR CONV BD 5.50 11/01/202470932AAD5200,000$178,5000.06%
95BLACKROCK INCBLK246$174,3220.06%
96ISHARES CORE S&P MIDCAP ETF464287507692$167,3870.05%
97ELI LILLY AND COMPANYLLY454$166,0860.05%
98ORACLE CORPORCL-PD2,000$163,4800.05%
99AMERICAN ELECTRIC PWR CO INC0255371011,452$137,8670.04%
100CHARLES SCHWAB CORP80851310R1,653$137,6280.04%
101SPDR S&P BIOTECH ETF78464A87R1,633$135,5390.04%
102PFIZER INCPFE2,430$124,5130.04%
103COCA-COLA COMPANYKO1,840$117,0410.04%
104TAIWAN SEMICONDUCTOR-SP ADR8740391001,495$111,3620.04%
105DANAHER CORP23585110R418$110,9410.04%
106INVESCO QQQ TRUSTIVZ413$109,9690.04%
107ACCENTURE PLCACN412$109,9330.04%
108VERIZON COMMUNICATIONSVZ2,746$108,1630.03%
109THERMO FISHER SCIENTIFIC INCTMO186$102,4270.03%
110LOWES COMPANIES INC548661107508$101,2130.03%
111SENTINELONE INC CL AS6,829$99,6260.03%
112NORFOLK SOUTHERN CORP655844108395$97,3350.03%
113TILRAY BRANDS CONV BD 5.00 10/01/2023TLRY100,000$97,0300.03%
114RAYTHEON TECHNOLOGIES CORP75513E10R961$96,9840.03%
115INTEL CORPINTC3,614$95,5180.03%
116WELLS FARGO & COWFC-PZ2,309$95,3380.03%
117WALT DISNEY CODIS1,097$95,3070.03%
118INTERNATIONAL BUSINESS MACHINESIBM657$92,5640.03%
119BANK OF NEW YORK MELLON CORP0640581002,019$91,9040.03%
120EMERSON ELECTRIC COEMR950$91,2570.03%
121NIKE INC CL BNKE777$90,9150.03%
122UNITED PARCEL SERVICE INCUPS507$88,1360.03%
123SUN LIFE FINANCIAL INCSUNFF1,871$86,8330.03%
124HEALTH CARE SELECT SECTOR SPDR81369Y209627$85,1760.03%
125ISHARES RUSSELL 1000 GROWTH ETF464287614391$83,7670.03%
126ISHARES BARCLAYS 3-7 YR TREASURY BD ETF464288661725$83,2940.03%
127AT&T INCT-PC4,460$82,0640.03%
1283M COMMM675$80,9450.03%
129COMCAST CORP CL ACCZ2,303$80,5350.03%
130VANGUARD LARGE CAP INDEX ETF922908637441$76,8210.02%
131COLGATE PALMOLIVE COCL970$76,4260.02%
132WAL-MART STORES INCWMT538$76,2820.02%
133AIR PRODUCTS & CHEMICALS INCAPD246$75,8310.02%
134STRYKER CORPSYK299$73,1020.02%
135NEXTERA ENERGY INCNEE-PW868$72,5640.02%
136DOW HOLDING INCDOW1,381$69,5740.02%
137DUKE ENERGY CORPDUKB661$68,0740.02%
138BROADCOM INC NPVAVGO121$67,6540.02%
139OTIS WORLDWIDE CORP COMOTIS856$67,0250.02%
140META PLATFORMS INCMETA554$66,6670.02%
141SPDR S&P 500 ETF TRUSTSPY173$66,1570.02%
142PACCAR INCPCAR651$64,4290.02%
143SMUCKER J M CO832696405392$62,1160.02%
144EVERSOURCE ENERGY NPVES734$61,5380.02%
145SCHWAB US SMALLCAP ETF8085246071,476$59,7780.02%
146GREENLIGHT CAP RE LTD CONV BD 4.0 08/01/2023395366AB360,000$57,9000.02%
147ISHARES CORE S&P 500 ETF464287200148$56,8600.02%
148KKR & CO INCKKRT1,194$55,4130.02%
149BNY MELLON STRATEGIC MUNICIPALS INC05588W1089,000$54,9900.02%
150VANGUARD SHORT TERM CORPORATE BOND INDEX ETF92206C409645$48,4970.02%
151MARSH & MCLENNAN COS INC571748102286$47,3260.02%
152AMERICAN WATER WORKS CO INC030420103294$44,8110.01%
153INVESCO MUNI TRUSTVKQ4,200$41,5800.01%
154EATON VANCE MUNI BD FDETN4,000$41,5600.01%
155PROLOGIS INCPLDGP367$41,3710.01%
156LAM RESEARCH CORPLRCX95$39,9260.01%
157VANGUARD DIVIDEND APPRECIATION ETF921908844251$38,1130.01%
158SPDR S&P MIDCAP 400 ETFMDY85$37,6360.01%
159ISHARES CORE S&P TOTAL464287150435$36,8880.01%
160INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ222$35,1660.01%
161ISHARES RUSSELL MIDCAP GROWTH ETF464287481420$35,1120.01%
162ISHARES S&P SMALLCAP 600 GROWTH INDEX FD464287887312$33,7170.01%
163DISCOVER FINANCIAL SERVICES254709108338$33,0660.01%
164REDFIN CORPORATION75737F1087,735$32,7960.01%
165ISHARES CORE S&P SMALLCAP INDEX ETF464287804338$31,9880.01%
166GENERAL ELECTRIC CO369604301375$31,4210.01%
167WASTE MANAGEMENT INC94106L109200$31,3760.01%
168ISHARES RUSSELL 2000 GROWTH ETF464287648140$30,0320.01%
169ISHARES FLOATING RATE BOND E46429B655590$29,6940.01%
170ASML HOLDING NV ADRASMLF52$28,4110.01%
171SPDR S&P DIVIDEND ETF78464A763225$28,1490.01%
172ISHARES RUSSELL 2000 VALUE ETF464287630185$25,6530.01%
173JACOBS SOLUTIONS INCJ207$24,8520.01%
174COPART INCCPRT396$24,1080.01%
175SUNRUN INCRUN1,000$24,0200.01%
176FIDELITY NATIONAL INFO SERVICES31620M106345$23,4080.01%
177FEDEX CORPFDX134$23,2080.01%
178DEERE & CODE54$23,1510.01%
179EOG RESOURCES INCEOG175$22,6660.01%
180CONOCOPHILLIPSCOP191$22,5380.01%
181AMERICAN EXPRESS COAXP150$22,1610.01%
182BALL CORPORATIONBALL428$21,8820.01%
183SALESFORCE.COM INCCRM164$21,7440.01%
184VANGUARD GROWTH INDEX ETF922908736102$21,7370.01%
185BLACKROCK MUNICIPAL INCOME QUALITY TRUSTBLK1,904$21,6100.01%
186BANK OF AMERICA CORP060505104624$20,6600.01%
187BOOKING HOLDINGS INCBKNG10$20,1520.01%
188CANADIAN PACIFIC RAILWAY LTD13645T100260$19,3930.01%
189ISHARES RUSSELL 1000 VALUE ETF464287598125$18,9560.01%
190ABBOTT LABSABLZF169$18,5530.01%
191PARKER HANNIFIN CORPPH63$18,3330.01%
192VF CORP91820410R662$18,2770.01%
193BEST BUY CO INCBBY225$18,0470.01%
194VALERO ENERGY CORPVLO135$17,1260.01%
195TRUIST FINANCIAL CORP89832Q109395$16,9920.01%
196GENERAL DYNAMICS CORPGD65$16,1270.01%
197BRISTOL MYERS SQUIBB COCELG-RI205$14,7490.00%
198NISOURCE INCNI521$14,2800.00%
199ALTRIA GROUP INCMO308$14,0750.00%
200INVESCO SENIOR LOAN ETFIVZ678$13,9120.00%
201ALASKA AIR GROUP INCALK300$12,8790.00%
202ARES CAPITAL CORPARCC676$12,4780.00%
203HEWLETT PACKARD ENTERPRISE COMPANYHPE-PC740$11,8100.00%
204NOVARTIS AG SPONSORED ADRNVSEF129$11,7020.00%
205ZILLOW GROUP INC CLASS C (NON-VOTING)Z350$11,2700.00%
206STANLEY BLACK & DECKER INCSWK148$11,1160.00%
207INVESCO FTSE RAFI US 1000 ETFIVZ70$10,8600.00%
208SCHWAB US LG CAP ETF808524201227$10,2490.00%
209KIMBERLY-CLARK CORPKMB73$9,9090.00%
210ISHARES MCSI PACIFIC EX-JAPAN ETF464286665225$9,6270.00%
211LINDE PLCLIN29$9,4580.00%
212TESLA INCTSLA75$9,2380.00%
213RIVIAN AUTOMOTIVE INCRIVN500$9,2150.00%
214ISHARES S&P MIDCAP 400 VALUE ETF46428770585$8,5680.00%
215TECHNOLOGY SELECT SECTOR SPDR FD81369Y80368$8,4610.00%
216GENERAL MILLS37033410498$8,2170.00%
217PHILIP MORRIS INTERNATIONAL71817210978$7,8940.00%
218EXPEDIA GROUP INCEXPE90$7,8840.00%
219DUPONT DE NEMOURS AND CODD104$7,1360.00%
220GILEAD SCIENCES INCGILD81$6,9520.00%
221T-MOBILE US INCTMUSZ49$6,8600.00%
222COMPASS DIVERSIFIED HOLDINGSCODI-PC358$6,5220.00%
223NVIDIA CORPORATIONNVDA40$5,8450.00%
224ISHARES JPMORGAN EM MKT BOND46428828168$5,7520.00%
225ESTEE LAUDER CO51843910423$5,7060.00%
226ZILLOW GROUP INCZ175$5,4600.00%
227MCDONALDS CORPMCD20$5,2700.00%
228HYDROFARM HLDGS GROUP44888K2093,025$4,6570.00%
229JPMORGAN REALTY INCOME ETF46641Q126110$4,5170.00%
230COGNIZANT TECHNOLOGY SOLUTIONSCTSH78$4,4600.00%
231BIOGEN INCBIIB16$4,4300.00%
232NORTHROP GRUMMAN CORPNOC8$4,3640.00%
233ISHARES MSCI SWITZERLAND ETF464286749102$4,2750.00%
234ISHARES S&P PREFERRED STOCK INDEX FD464288687139$4,2420.00%
235SPDR BARCLAYS S/T HIGH YIELD BOND ETF78468R408154$3,7300.00%
236VANGUARD FTSE WORLD EX US SMALL CAP INDEX ETF92204271830$3,0840.00%
237UBER TECHNOLOGIES INCUBER100$2,4720.00%
238ALLETE INC01852230038$2,4510.00%
239SANOFI SPONSORED ADRSNYNF50$2,4210.00%
240FORD MOTOR CO345370860200$2,3260.00%
241SHOPIFY INCSHOP60$2,0820.00%
242SCHLUMBERGER LTDSLB38$2,0310.00%
243OCCIDENTAL PETROLEUM CORP WARRANTS67459916240$1,6470.00%
244WALGREENS BOOTS ALLIANCE INC93142710840$1,4940.00%
245WARNER BROS DISCOVERY INCWBD148$1,4020.00%
246WISDOMTREE JAPAN HEDGED EQWT21$1,3500.00%
247NEWMONT MINING CORPNEMCL16$7550.00%
248COMPASS INCCOMP300$6960.00%
249PAN AMERICAN SILVER CORP69790010830$4900.00%
250BARRICK GOLD CORPORATION06790110819$3260.00%
251ORION OFFICE REIT INCONL27$2290.00%
252EIGER BIOPHARMACEUTICALS INC28249U105178$2080.00%
253ORGANON & COOGN1$270.00%