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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 Q2 2023 · Filed April 13, 2023 · Accession 0001513038-23-000003

Total Value
$333.8M
Positions
265
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (264)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS921943858580,384$26.2M7.85%
2VANGUARD MID CAP ETF922908629115,785$24.4M7.32%
3MICROSOFT CORPMSFT70,075$20.2M6.05%
4APPLE INCAAPL109,311$18.0M5.40%
5VANGUARD RUSSELL 1000 GROWTH ETF92206C680180,193$11.3M3.39%
6ISHARES S&P 500 GROWTH ETF464287309162,423$10.4M3.11%
7VISA INCV33,849$7.6M2.29%
8ALPHABET INC CL AGOOG65,760$6.8M2.04%
9VANGUARD MID CAP ETF92290862R31,674$6.7M2.00%
10UNITEDHEALTH GROUP INCUNH13,999$6.6M1.98%
11QUALCOMM INCQCOM51,234$6.5M1.96%
12PEPSICO INCPEP35,758$6.5M1.95%
13HOME DEPOT INCHD21,676$6.4M1.92%
14PROCTER & GAMBLE CO74271810941,944$6.2M1.87%
15DANAHER CORP23585110223,321$5.9M1.76%
16ORACLE CORPORCL-PD61,549$5.7M1.71%
17STARBUCKS CORPSBUX54,610$5.7M1.70%
18CISCO SYSTEMS INCCSCO106,757$5.6M1.67%
19CHEVRON CORPCVX32,825$5.4M1.60%
20EATON CORP PLCETN28,859$4.9M1.48%
21BLACKROCK INCBLK7,144$4.8M1.43%
22UTILITIES SELECT SECTOR SPDR ETF81369Y88668,767$4.7M1.39%
23ISHARES S&P MIDCAP 400 GROWTH46428760663,431$4.5M1.36%
24ACCENTURE PLCACN15,586$4.5M1.33%
25STRYKER CORPSYK15,377$4.4M1.32%
26ABBVIE INCABBV27,069$4.3M1.29%
27UNITED PARCEL SERVICE INCUPS20,212$3.9M1.17%
28CHUBB LIMITEDCB19,495$3.8M1.13%
29PFIZER INCPFE91,154$3.7M1.11%
30AMERICAN TOWER CORP03027X10018,172$3.7M1.11%
31TARGET CORPTGT22,216$3.7M1.10%
32HONEYWELL INTL INC43851610619,252$3.7M1.10%
33UNION PACIFIC CORPUNP17,505$3.5M1.06%
34SPDR S&P BIOTECH ETF78464A87046,076$3.5M1.05%
35CHARLES SCHWAB CORPSCHW-PJ66,267$3.5M1.04%
36WALT DISNEY CO25468710634,201$3.4M1.03%
37CVS HEALTH CORPCVS45,901$3.4M1.02%
38COMCAST CORPCCZ86,694$3.3M0.98%
39INTEL CORPINTC100,077$3.3M0.98%
40PNC FINANCIAL SERVICES GROUP69347510524,743$3.1M0.94%
41MONDELEZ INTERNATIONAL INC60920710544,909$3.1M0.94%
42METLIFE INCMET-PF52,409$3.0M0.91%
43AIR PRODUCTS & CHEMICALS INCAIIR10,489$3.0M0.90%
44MEDTRONIC PLCMDT34,592$2.8M0.84%
45ISHARES RUSSELL 2000 ETF46428765514,795$2.6M0.79%
46INTERNATIONAL BUSINESS MACHINESINTR20,079$2.6M0.79%
47AT&T INCT-PC134,384$2.6M0.77%
48WELLS FARGO & CO94974610165,166$2.4M0.73%
49RAYTHEON TECHNOLOGIES CORPRTX23,431$2.3M0.69%
50PAYPAL HOLDINGS INCPYPL26,658$2.0M0.61%
51ECOLAB INCECL12,117$2.0M0.60%
52FIRST TRUST GLOBAL WIND ENERGY ETF33736G10690,080$1.6M0.48%
53INVESCO S&P 500 EQUAL WEIGHT ETFIVZ9,980$1.4M0.43%
54AMAZON.COM INCAMZN13,671$1.4M0.42%
55FREEPORT-MCMORAN INC. LDFCX30,592$1.3M0.37%
56VANGUARD S&P 500 ETF9229083633,298$1.2M0.37%
57ISHARES GOLD TRUST ETFIAU30,778$1.1M0.34%
58FIRST FINANCIAL CORPORATION32021810030,500$1.1M0.34%
59MARRIOTT INTERNATIONAL INC5719032026,829$1.1M0.34%
60REALTY INCOME CORPO14,418$912,7260.27%
61BENTLEY SYSTEMS INCORPORATEDBSY20,775$892,9090.27%
62VANGUARD TOTAL STOCK MARKET ETF9229087694,357$889,2630.27%
63COSTCO WHOLESALE CORP22160K1051,348$669,7600.20%
64EXACT SCIENCES CORPORATION30063P1058,650$586,5560.18%
65EXXON MOBIL CORPXOM5,284$579,4410.17%
66ALPHABET INC CL CGOOG5,330$554,3200.17%
67MERCK & CO INCMRK4,501$478,8580.14%
68BERKSHIRE HATHAWAY INC CL ABRK-A1$465,6000.14%
69BROADCOM INC NPVAVGO717$459,9590.14%
70NOVO NORDISK AS ADRNONOF2,771$440,9760.13%
71BLACKSTONE GROUP INC NPVBX4,920$432,1720.13%
72JOHNSON & JOHNSONJNJ2,685$416,1750.12%
73ISHARES CALIFORNIA MUNI BOND ETF4642883567,019$403,0300.12%
74SMARTSHEET INC83200N1038,131$388,5790.12%
75BOEING COBA-PA1,699$360,9130.11%
76LOCKHEED MARTIN CORPLMT744$351,7030.11%
77VANGUARD REIT ETF9229085534,235$351,6710.11%
78JPMORGAN CHASE & COVYLD2,620$341,4050.10%
79VANGUARD DIVIDEND APPRECIATION ETF9219088442,165$333,4300.10%
80MICROSOFT CORPMSFT1,121$323,1730.10%
81CHEVRON CORPCVX1,769$288,6300.09%
82VANGUARD GROWTH INDEX ETF9229087361,013$252,6810.08%
83BERKSHIRE HATHAWAY CL BBRK-A778$240,2120.07%
84VANGUARD SMALL CAP INDEX ETF9229087511,201$227,6600.07%
85ISHARES DJ US TECHNOLOGY SEC4642877212,320$215,3170.06%
86WEC ENERGY GROUP INCWEC2,257$213,9380.06%
87QUALCOMM INCQCOM1,630$207,9550.06%
88ISHARES MSCI EAFE INDEX ETF4642874652,861$204,6160.06%
89VANGUARD EMERGING MKTS ETF9220428584,935$199,3740.06%
90ISHARES RUSSELL MIDCAP ETF4642874992,800$195,7760.06%
91CISCO SYSTEMS INCCSCO3,680$192,3530.06%
92UTILITIES SELECT SECTOR SPDR ETF81369Y88R2,827$191,3590.06%
93AMGEN INCAMGN776$187,5970.06%
94PENNYMAC COPR CONV BD 5.50 11/01/202470932AAD5200,000$187,0000.06%
95ISHARES CORE S&P MIDCAP ETF464287507692$173,1090.05%
96VANGUARD TOTAL WORLD STOCK ETF9220427421,775$163,4590.05%
97ELI LILLY AND COMPANYLLY454$155,9070.05%
98ORACLE CORPORCL-PD1,547$143,7470.04%
99PROCTOR & GAMBLE CO74271810R955$141,9980.04%
100SPDR S&P BIOTECH ETF78464A87R1,861$141,8260.04%
101PEPSICO INCPEP777$141,6470.04%
102TAIWAN SEMICONDUCTOR-SP ADR8740391001,495$139,0640.04%
103INTEL CORPINTC4,249$138,7720.04%
104META PLATFORMS INCMETA654$138,6070.04%
105AMERICAN ELECTRIC PWR CO INC0255371011,452$132,1160.04%
106ACCENTURE PLCACN452$129,1810.04%
107BLACKROCK INCBLK191$127,8000.04%
108PFIZER INCPFE3,082$125,7140.04%
109COCA-COLA COMPANYKO2,011$124,7200.04%
110SENTINELONE INC CL AS7,024$114,9040.03%
111DANAHER CORP23585110R437$110,1410.03%
112RAYTHEON TECHNOLOGIES CORP75513E10R1,119$109,5830.03%
113THERMO FISHER SCIENTIFIC INCTMO186$107,2020.03%
114VERIZON COMMUNICATIONSVZ2,746$106,7630.03%
115LOWES COMPANIES INC548661107508$101,5820.03%
116TILRAY BRANDS CONV BD 5.00 10/01/2023TLRY100,000$98,3500.03%
117WALT DISNEY CODIS972$97,3260.03%
118ISHARES RUSSELL 1000 GROWTH ETF464287614391$95,5330.03%
119NIKE INC CL BNKE777$95,2890.03%
120AT&T INCT-PC4,928$94,8640.03%
121INTERNATIONAL BUSINESS MACHINESIBM719$94,2530.03%
122BANK OF NEW YORK MELLON CORP0640581002,019$91,7230.03%
123CHARLES SCHWAB CORP80851310R1,695$88,7840.03%
124SUN LIFE FINANCIAL INCSUNFF1,871$87,3750.03%
125ISHARES BARCLAYS 3-7 YR TREASURY BD ETF464288661725$85,2950.03%
126NORFOLK SOUTHERN CORP655844108395$83,7400.03%
127EMERSON ELECTRIC COEMR950$82,7830.02%
128VANGUARD LARGE CAP INDEX ETF922908637441$82,3820.02%
129HEALTH CARE SELECT SECTOR SPDR81369Y209627$81,1710.02%
130COMCAST CORP CL ACCZ2,129$80,6890.02%
131UNITED PARCEL SERVICE INCUPS413$80,1170.02%
132VALERO ENERGY CORPVLO549$76,6400.02%
133DOW HOLDING INCDOW1,381$75,6920.02%
134COLGATE PALMOLIVE COCL970$72,8950.02%
1353M COMMM675$70,9480.02%
136SPDR S&P 500 ETF TRUSTSPY173$70,8240.02%
137REDFIN CORPORATION75737F1087,735$70,0790.02%
138INVESCO QQQ TRUSTIVZ213$68,3550.02%
139NOVARTIS AG SPONSORED ADRNVSEF740$68,0800.02%
140NEXTERA ENERGY INCNEE-PW868$66,9050.02%
141AIR PRODUCTS & CHEMICALS INCAPD229$65,7680.02%
142DUKE ENERGY CORPDUKB661$63,7650.02%
143STRYKER CORPSYK222$63,3720.02%
144WELLS FARGO & COWFC-PZ1,654$61,8260.02%
145SMUCKER J M CO832696405392$61,6890.02%
146ISHARES CORE S&P 500 ETF464287200148$60,8380.02%
147GREENLIGHT CAP RE LTD CONV BD 4.0 08/01/2023395366AB360,000$57,9000.02%
148KKR & CO INCKKRT1,094$57,4560.02%
149EVERSOURCE ENERGY NPVES734$57,4420.02%
150TRUIST FINANCIAL CORP89832Q1091,659$56,5540.02%
151BNY MELLON STRATEGIC MUNICIPALS INC05588W1089,000$56,1600.02%
152WAL-MART STORES INCWMT352$51,9010.02%
153LAM RESEARCH CORPLRCX95$50,3600.02%
154VANGUARD SHORT TERM CORPORATE BOND INDEX ETF92206C409645$49,1610.01%
155MARSH & MCLENNAN COS INC571748102286$47,6330.01%
156BLACKROCK INNOVATION & GRW TRUSTBLK5,909$47,4490.01%
157PROLOGIS INCPLDGP367$45,7890.01%
158AMERICAN WATER WORKS CO INC030420103294$43,0680.01%
159INVESCO MUNI TRUSTVKQ4,200$41,6640.01%
160EATON VANCE MUNI BD FDETN4,000$41,6000.01%
161US BANCORPUSB-PS1,151$41,4800.01%
162ISHARES CORE S&P TOTAL US STK MKT ETF464287150435$39,3880.01%
163SPDR S&P MIDCAP 400 ETFMDY85$38,9640.01%
164ISHARES RUSSELL MIDCAP GROWTH ETF464287481420$38,2400.01%
165GENERAL ELECTRIC CO369604301375$35,8500.01%
166ASML HOLDING NV ADRASMLF52$35,3960.01%
167ISHARES S&P SMALL CAP 600 GROWTH INDEX FD464287887312$34,3000.01%
168DISCOVER FINANCIAL SERVICES254709108338$33,4070.01%
169SALESFORCE.COM INCCRM164$32,7630.01%
170ISHARES CORE S&P SMALL CAP INDEX ETF464287804338$32,6840.01%
171WASTE MANAGEMENT INC94106L109200$32,6340.01%
172ISHARES RUSSELL 2000 GROWTH ETF464287648140$31,7540.01%
173TEEKAY CORPORATIONTK5,000$30,9000.01%
174FEDEX CORPFDX134$30,6160.01%
175COPART INCCPRT396$29,7780.01%
176ISHARES FLOATING RATE BOND E46429B655590$29,7230.01%
177VANGUARD EXTENDED MARKET INDEX FD922908652199$27,8990.01%
178SPDR S&P DIVIDEND ETF78464A763225$27,8340.01%
179BOOKING HOLDINGS INCBKNG10$26,5240.01%
180ISHARES RUSSELL 2000 VALUE ETF464287630185$25,3480.01%
181AMERICAN EXPRESS COAXP150$24,7410.01%
182JACOBS SOLUTIONS INCJ207$24,3240.01%
183DEERE & CODE54$22,2930.01%
184INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ133$21,8800.01%
185BLACKROCK MUNICIPAL INCOME QUALITY TRUSTBLK1,904$21,7810.01%
186PARKER HANNIFIN CORPPH63$21,1740.01%
187SUNRUN INCRUN1,000$20,1400.01%
188VF CORPVFC879$20,1290.01%
189EOG RESOURCES INCEOG175$20,0600.01%
190CANADIAN PACIFIC RAILWAY LTD13645T100260$20,0040.01%
191PACCAR INCPCAR267$19,5440.01%
192ISHARES RUSSELL 1000 VALUE ETF464287598125$19,0320.01%
193CARRIER GLOBAL CORPORATIONCARR416$19,0320.01%
194CONOCOPHILLIPSCOP191$18,9480.01%
195FIDELITY NATIONAL INFO SERVICES31620M106345$18,7430.01%
196BANK OF AMERICA CORP060505104624$17,8400.01%
197BEST BUY CO INCBBY225$17,6100.01%
198OTIS WORLDWIDE CORP COMOTIS207$17,4700.01%
199ABBOTT LABSABLZF169$17,1120.01%
200BALL CORPORATIONBALL288$15,8700.00%
201ZILLOW GROUP INC CLASS C (NON-VOTING)Z350$15,5640.00%
202TESLA INCTSLA75$15,5590.00%
203GENERAL DYNAMICS CORPGD65$14,8330.00%
204NISOURCE INCNI521$14,5610.00%
205BRISTOL MYERS SQUIBB COCELG-RI205$14,2060.00%
206INVESCO SENIOR LOAN ETFIVZ678$14,0950.00%
207ALTRIA GROUP INCMO308$13,7390.00%
208COINBASE GLOBAL INCCOIN200$13,5120.00%
209ALASKA AIR GROUP INCALK300$12,5850.00%
210ARES CAPITAL CORPARCC676$12,3500.00%
211STANLEY BLACK & DECKER INCSWK148$11,9240.00%
212HEWLETT PACKARD ENTERPRISE COMPANYHPE-PC740$11,7880.00%
213NVIDIA CORPORATIONNVDA40$11,1100.00%
214INVESCO FTSE RAFI US 1000 ETFIVZ70$10,9740.00%
215NEW LINDE PLC NPVLIN29$10,3070.00%
216TECHNOLOGY SELECT SECTOR SPDR FD81369Y80368$10,2680.00%
217GE HEALTHCARE TECHNOLOGIES INCGEHC125$10,2530.00%
218ISHARES MCSI PACIFIC EX-JAPAN ETF464286665225$9,8520.00%
219KIMBERLY-CLARK CORPKMB73$9,7980.00%
220ISHARES S&P MIDCAP 400 VALUE ETF46428770585$8,7350.00%
221EXPEDIA GROUP INCEXPE90$8,7320.00%
222GENERAL MILLS37033410498$8,3740.00%
223RIVIAN AUTOMOTIVE INCRIVN500$7,7400.00%
224ZILLOW GROUP INCZ175$7,6470.00%
225PHILIP MORRIS INTERNATIONAL71817210978$7,5850.00%
226DUPONT DE NEMOURS AND CODD104$7,4620.00%
227T-MOBILE US INCTMUSZ49$7,0970.00%
228COMPASS DIVERSIFIED HOLDINGSCODI-PC358$6,8270.00%
229GILEAD SCIENCES INCGILD81$6,7190.00%
230ISHARES JPMORGAN EM MKT BOND46428828168$5,8670.00%
231ESTEE LAUDER CO51843910423$5,6680.00%
232MCDONALDS CORPMCD20$5,5920.00%
233HYDROFARM HLDGS GROUP44888K2093,025$5,2320.00%
234COGNIZANT TECHNOLOGY SOLUTIONSCTSH78$4,7520.00%
235JPMORGAN REALTY INCOME ETF46641Q126110$4,6470.00%
236ISHARES MSCI SWITZERLAND ETF464286749102$4,6200.00%
237BIOGEN INCBIIB16$4,4480.00%
238ISHARES S&P PREFERRED STOCK INDEX FD464288687139$4,3370.00%
239NORTHROP GRUMMAN CORPNOC8$3,6930.00%
240VANGUARD FTSE WORLD EX US SMALL CAP INDEX ETF92204271830$3,2770.00%
241UBER TECHNOLOGIES INCUBER100$3,1700.00%
242SHOPIFY INCSHOP60$2,8750.00%
243FORD MOTOR CO345370860200$2,5200.00%
244ALLETE INC01852230038$2,4450.00%
245VIATRIS INCVTRS229$2,2020.00%
246SCHLUMBERGER LTDSLB38$1,8650.00%
247PJT PARTNERS INC CL APJT21$1,5150.00%
248WISDOMTREE JAPAN HEDGED EQWT21$1,4850.00%
249SPDR BARCLAYS S/T HIGH YIELD BOND ETF78468R40856$1,3910.00%
250WALGREENS BOOTS ALLIANCE INC93142710840$1,3820.00%
251WARNER BROS DISCOVERY INCWBD87$1,3130.00%
252OCCIDENTAL PETROLEUM CORP WARRANTS67459916226$1,0660.00%
253COMPASS INCCOMP300$9690.00%
254JUNIPER NETWORKS INC48203R10425$8600.00%
255NEWMONT MINING CORPNEMCL16$7840.00%
256ENETI INCY2294C10750$4670.00%
257EBAY INCEBAY10$4430.00%
258SKYWORKS SOLUTIONS INCORPORATEDSWKS3$3530.00%
259BARRICK GOLD CORPORATION06790110819$3520.00%
260SCORPIO TANKERS INCSTNG6$3370.00%
261EIGER BIOPHARMACEUTICALS INC28249U105178$1580.00%
262ORION OFFICE REIT INCONL18$1200.00%
263KYNDRYL HOLDINGS INCKD4$590.00%
264ORGANON & COOGN1$230.00%