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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 Q3 2023 · Filed July 14, 2023 · Accession 0001513038-23-000004

Total Value
$352.1M
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS921943858580,407$26.8M7.61%
2VANGUARD MID CAP ETF922908629116,375$25.6M7.28%
3MICROSOFT CORPMSFT68,295$23.3M6.61%
4APPLE INCAAPL108,053$21.0M5.95%
5VANGUARD RUSSELL 1000 GROWTH ETF92206C680181,813$12.9M3.65%
6ISHARES S&P 500 GROWTH ETF464287309161,272$11.4M3.23%
7ALPHABET INC CL AGOOG66,125$7.9M2.25%
8VISA INCV33,010$7.8M2.23%
9ORACLE CORPORCL-PD59,948$7.1M2.03%
10VANGUARD MID CAP ETF92290862R31,674$7.0M1.98%
11HOME DEPOT INCHD21,085$6.5M1.86%
12PEPSICO INCPEP35,143$6.5M1.85%
13UNITEDHEALTH GROUP INCUNH13,440$6.5M1.83%
14PROCTER & GAMBLE CO74271810941,452$6.3M1.79%
15QUALCOMM INCQCOM51,856$6.2M1.75%
16EATON CORP PLCETN28,982$5.8M1.66%
17CISCO SYSTEMS INCCSCO107,961$5.6M1.59%
18DANAHER CORP23585110223,022$5.5M1.57%
19CHEVRON CORPCVX34,597$5.4M1.55%
20STARBUCKS CORPSBUX54,414$5.4M1.53%
21ACCENTURE PLCACN15,511$4.8M1.36%
22BLACKROCK INCBLK6,924$4.8M1.36%
23UTILITIES SELECT SECTOR SPDR ETF81369Y88670,650$4.6M1.31%
24ISHARES S&P MIDCAP 400 GROWTH46428760661,554$4.6M1.31%
25STRYKER CORPSYK14,796$4.5M1.28%
26HONEYWELL INTL INC43851610618,911$3.9M1.11%
27SPDR S&P BIOTECH ETF78464A87046,435$3.9M1.10%
28CHARLES SCHWAB CORPSCHW-PJ67,958$3.9M1.09%
29CHUBB LIMITEDCB19,179$3.7M1.05%
30AMERICAN TOWER CORP03027X10018,500$3.6M1.02%
31UNITED PARCEL SERVICE INCUPS19,964$3.6M1.02%
32INTEL CORPINTC105,983$3.5M1.01%
33ABBVIE INCABBV26,242$3.5M1.00%
34COMCAST CORPCCZ83,784$3.5M0.99%
35UNION PACIFIC CORPUNP16,927$3.5M0.98%
36PFIZER INCPFE91,297$3.3M0.95%
37AMAZON.COM INCAMZN25,168$3.3M0.93%
38CVS HEALTH CORPCVS46,982$3.2M0.92%
39MONDELEZ INTERNATIONAL INC60920710543,661$3.2M0.90%
40PNC FINANCIAL SERVICES GROUP69347510524,615$3.1M0.88%
41AIR PRODUCTS & CHEMICALS INCAIIR10,344$3.1M0.88%
42MEDTRONIC PLCMDT34,170$3.0M0.86%
43METLIFE INCMET-PF52,614$3.0M0.84%
44WALT DISNEY CO25468710633,283$3.0M0.84%
45TARGET CORPTGT22,043$2.9M0.83%
46INTERNATIONAL BUSINESS MACHINESINTR20,421$2.7M0.78%
47WELLS FARGO & CO94974610161,311$2.6M0.74%
48ISHARES RUSSELL 2000 ETF46428765513,742$2.6M0.73%
49RAYTHEON TECHNOLOGIES CORPRTX24,270$2.4M0.68%
50AT&T INCT-PC141,562$2.3M0.64%
51ECOLAB INCECL11,856$2.2M0.63%
52ISHARES US TECHNOLOGY ETF46428772120,325$2.2M0.63%
53BROADCOM INC NPVAVGO2,459$2.1M0.61%
54FIRST TRUST GLOBAL WIND ENERGY ETF33736G10689,378$1.6M0.44%
55INVESCO S&P 500 EQUAL WEIGHT ETFIVZ9,980$1.5M0.42%
56MARRIOTT INTERNATIONAL INC5719032028,068$1.5M0.42%
57JPMORGAN CHASE & COVYLD10,110$1.5M0.42%
58FREEPORT-MCMORAN INC. LDFCX35,025$1.4M0.40%
59VANGUARD S&P 500 ETF9229083633,298$1.3M0.38%
60ISHARES GOLD TRUST ETFIAU30,809$1.1M0.32%
61VANGUARD TOTAL STOCK MARKET ETF9229087694,908$1.1M0.31%
62FIRST FINANCIAL CORPORATION32021810029,000$941,6300.27%
63REALTY INCOME CORPO15,452$923,7860.26%
64EXXON MOBIL CORPXOM7,949$852,5280.24%
65EXACT SCIENCES CORPORATION30063P1058,650$812,2350.23%
66COSTCO WHOLESALE CORP22160K1051,346$724,6540.21%
67ALPHABET INC CL CGOOG5,330$644,7660.18%
68BERKSHIRE HATHAWAY INC CL ABRK-A1$517,8100.15%
69PARKER HANNIFIN CORPPH1,282$500,0160.14%
70MERCK & CO INCMRK4,321$498,5970.14%
71BLACKSTONE GROUP INC NPVBX4,920$457,4100.13%
72NOVO NORDISK AS ADRNONOF2,771$448,4300.13%
73JOHNSON & JOHNSONJNJ2,685$444,4180.13%
74ISHARES CALIFORNIA MUNI BOND ETF4642883567,019$399,7320.11%
75MICROSOFT CORPMSFT1,123$382,4150.11%
76VANGUARD DIVIDEND APPRECIATION ETF9219088442,165$351,6580.10%
77VANGUARD REIT ETF9229085534,137$345,6840.10%
78LOCKHEED MARTIN CORPLMT744$342,5210.10%
79BOEING COBA-PA1,619$341,8630.10%
80VANGUARD GROWTH INDEX ETF9229087361,170$331,0500.09%
81SMARTSHEET INC83200N1038,131$311,0090.09%
82CHEVRON CORPCVX1,786$281,0270.08%
83BERKSHIRE HATHAWAY CL BBRK-A738$251,6580.07%
84VANGUARD SMALL CAP INDEX ETF9229087511,161$230,9100.07%
85META PLATFORMS INCMETA754$216,3730.06%
86ELI LILLY AND COMPANYLLY454$212,9110.06%
87ISHARES MSCI EAFE INDEX ETF4642874652,861$207,4220.06%
88ISHARES RUSSELL MIDCAP ETF4642874992,800$204,4840.06%
89WEC ENERGY GROUP INCWEC2,257$199,1560.06%
90QUALCOMM INCQCOM1,641$195,3440.06%
91CISCO SYSTEMS INCCSCO3,710$191,9550.05%
92VANGUARD EMERGING MKTS ETF9220428584,716$191,8450.05%
93PENNYMAC COPR CONV BD 5.50 11/01/202470932AAD5200,000$188,0000.05%
94UTILITIES SELECT SECTOR SPDR ETF81369Y88R2,851$186,5690.05%
95ORACLE CORPORCL-PD1,554$185,0650.05%
96ISHARES CORE S&P MIDCAP ETF464287507692$180,9360.05%
97AMGEN INCAMGN776$172,2870.05%
98VANGUARD TOTAL WORLD STOCK ETF9220427421,775$172,1390.05%
99SPDR S&P BIOTECH ETF78464A87R1,861$154,8350.04%
100TAIWAN SEMICONDUCTOR-SP ADR8740391001,495$150,8750.04%
101PEPSICO INCPEP788$145,9530.04%
102PROCTOR & GAMBLE CO74271810R961$145,8220.04%
103INTEL CORPINTC4,266$142,6120.04%
104ACCENTURE PLCACN454$140,0900.04%
105CHARLES SCHWAB CORP80851310R2,395$135,7480.04%
106BLACKROCK INCBLK192$132,6980.04%
107AMERICAN ELECTRIC PWR CO INC0255371011,452$122,2580.03%
108ISHARES CORE S&P 500 ETF464287200273$121,6740.03%
109LOWES COMPANIES INC548661107508$114,6540.03%
110PFIZER INCPFE3,115$114,2580.03%
111MOTOROLA SOLUTIONS INCMSI377$110,5620.03%
112RAYTHEON TECHNOLOGIES CORP75513E10R1,126$110,3020.03%
113ISHARES RUSSELL 1000 GROWTH ETF464287614391$107,5910.03%
114DANAHER CORP23585110R438$105,1200.03%
115SENTINELONE INC CL AS6,850$103,4270.03%
116ISHARES CORE S&P TOTAL US STK MKT ETF4642871501,020$99,7960.03%
117HELIX ENERGY SOLITIONS CONV BD 4.125 09/15/202342330PAJ6100,000$98,9100.03%
118TILRAY BRANDS CONV BD 5.00 10/01/2023TLRY100,000$98,4900.03%
119SUN LIFE FINANCIAL INCSUNFF1,871$97,4970.03%
120INTERNATIONAL BUSINESS MACHINESIBM727$97,2790.03%
121THERMO FISHER SCIENTIFIC INCTMO186$97,0440.03%
122REDFIN CORPORATION75737F1087,735$96,0680.03%
123VERIZON COMMUNICATIONSVZ2,546$94,6590.03%
124COCA-COLA COMPANYKO1,515$91,2320.03%
125BANK OF NEW YORK MELLON CORP0640581002,019$89,8850.03%
126NORFOLK SOUTHERN CORP655844108395$89,5700.03%
127VANGUARD LARGE CAP INDEX ETF922908637441$89,3980.03%
128COMCAST CORP CL ACCZ2,145$89,1030.03%
129WALT DISNEY CODIS972$86,7800.02%
130EMERSON ELECTRIC COEMR950$85,8700.02%
131NIKE INC CL BNKE777$85,7550.02%
132HEALTH CARE SELECT SECTOR SPDR81369Y209627$83,2200.02%
133AT&T INCT-PC5,006$79,8450.02%
134INVESCO QQQ TRUSTIVZ213$78,6840.02%
135SPDR S&P 500 ETF TRUSTSPY169$74,9120.02%
136UNITED PARCEL SERVICE INCUPS417$74,7470.02%
137DOW HOLDING INCDOW1,381$73,5380.02%
138WELLS FARGO & COWFC-PZ1,666$71,1040.02%
139AIR PRODUCTS & CHEMICALS INCAPD230$68,8890.02%
140PAYPAL HOLDINGS INCPYPL1,029$68,6530.02%
141STRYKER CORPSYK223$68,0320.02%
1423M COMMM675$67,5600.02%
143NEXTERA ENERGY INCNEE-PW868$64,4050.02%
144ISHARES BARCLAYS 3-7 YR TREASURY BD ETF464288661545$62,8150.02%
145LAM RESEARCH CORPLRCX95$61,0700.02%
146DUKE ENERGY CORPDUKB661$59,3170.02%
147GREENLIGHT CAP RE LTD CONV BD 4.0 08/01/2023395366AB360,000$58,3860.02%
148SMUCKER J M CO832696405392$57,8860.02%
149KKR & CO INCKKRT984$55,1040.02%
150MARSH & MCLENNAN COS INC571748102286$53,7900.02%
151WAL-MART STORES INCWMT337$52,9690.02%
152EVERSOURCE ENERGY NPVES734$52,0550.01%
153COLGATE PALMOLIVE COCL651$50,1520.01%
154PROLOGIS INCPLDGP367$45,0050.01%
155AMERICAN WATER WORKS CO INC030420103294$41,9680.01%
156GENERAL ELECTRIC CO369604301375$41,1930.01%
157SPDR S&P MIDCAP 400 ETFMDY85$40,7060.01%
158ISHARES RUSSELL MIDCAP GROWTH ETF464287481420$40,5840.01%
159DISCOVER FINANCIAL SERVICES254709108338$39,4950.01%
160COPART INCCPRT396$36,1170.01%
161ISHARES S&P SMALL CAP 600 GROWTH INDEX FD464287887312$35,8570.01%
162WP CAREY INC92936U109526$35,5360.01%
163WASTE MANAGEMENT INC94106L109200$34,6840.01%
164SALESFORCE.COM INCCRM164$34,6460.01%
165ISHARES RUSSELL 2000 GROWTH ETF464287648140$33,9710.01%
166ISHARES CORE S&P SMALL CAP INDEX ETF464287804338$33,6800.01%
167FEDEX CORPFDX134$33,2180.01%
168SPDR S&P DIVIDEND ETF78464A763225$27,5790.01%
169BOOKING HOLDINGS INCBKNG10$27,0030.01%
170AMERICAN EXPRESS COAXP150$26,1300.01%
171ASML HOLDING NV ADRASMLF36$26,0910.01%
172JACOBS SOLUTIONS INCJ207$24,6090.01%
173US BANCORPUSB-PS727$24,0190.01%
174INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ133$22,8530.01%
175PACCAR INCPCAR267$22,3340.01%
176DEERE & CODE54$21,8790.01%
177ISHARES RUSSELL 2000 VALUE ETF464287630155$21,8240.01%
178BLACKROCK MUNICIPAL INCOME QUALITY TRUSTBLK1,904$21,4190.01%
179ISHARES CORE MSCI ETF46432F842316$21,3300.01%
180EOG RESOURCES INCEOG175$20,0270.01%
181CONOCOPHILLIPSCOP191$19,7880.01%
182ISHARES RUSSELL 1000 VALUE ETF464287598125$19,7280.01%
183TESLA INCTSLA75$19,6320.01%
184VANGUARD SHORT TERM CORPORATE BOND INDEX ETF92206C409245$18,5340.01%
185BEST BUY CO INCBBY225$18,4380.01%
186BANK OF AMERICA CORP060505104624$17,8960.01%
187SUNRUN INCRUN1,000$17,8600.01%
188ZILLOW GROUP INC CLASS C (NON-VOTING)Z350$17,5870.00%
189BALL CORPORATIONBALL288$16,7600.00%
190ALASKA AIR GROUP INCALK300$15,9540.00%
191VALERO ENERGY CORPVLO135$15,8350.00%
192ABBOTT LABSABLZF143$15,5890.00%
193NISOURCE INCNI521$14,2440.00%
194GENERAL DYNAMICS CORPGD65$13,9840.00%
195ALTRIA GROUP INCMO308$13,9490.00%
196BRISTOL MYERS SQUIBB COCELG-RI205$13,1090.00%
197NOVARTIS AG SPONSORED ADRNVSEF129$13,0170.00%
198SOUTHWEST AIRLINES CO844741108357$12,9230.00%
199ARES CAPITAL CORPARCC676$12,6950.00%
200NVIDIA CORPORATIONNVDA30$12,6900.00%
201HEWLETT PACKARD ENTERPRISE COMPANYHPE-PC740$12,4240.00%
202CONSTELLATION BRANDS INCSTZ50$12,3060.00%
203TECHNOLOGY SELECT SECTOR SPDR FD81369Y80368$11,8220.00%
204INVESCO FTSE RAFI US 1000 ETFIVZ70$11,4550.00%
205ADIENT PLC ORD SHSADNT289$11,0710.00%
206NEW LINDE PLC NPVLIN29$11,0510.00%
207GE HEALTHCARE TECHNOLOGIES INCGEHC125$10,1550.00%
208KIMBERLY-CLARK CORPKMB73$10,0780.00%
209ISHARES S&P MIDCAP 400 VALUE ETF46428770585$9,1060.00%
210ZILLOW GROUP INCZ175$8,6100.00%
211RIVIAN AUTOMOTIVE INCRIVN500$8,3250.00%
212COMPASS DIVERSIFIED HOLDINGSCODI-PC358$7,7610.00%
213PHILIP MORRIS INTERNATIONAL71817210978$7,6140.00%
214GENERAL MILLS37033410498$7,5160.00%
215ISHARES GLOBAL TIMBER ETF464288174100$7,1690.00%
216T-MOBILE US INCTMUSZ49$6,8060.00%
217ISHARES FLOATING RATE BOND E46429B655125$6,3510.00%
218MCDONALDS CORPMCD20$5,9680.00%
219CAPRI HOLDINGS LTDCPRI165$5,9200.00%
220ISHARES JPMORGAN EM MKT BOND46428828168$5,8840.00%
221COGNIZANT TECHNOLOGY SOLUTIONSCTSH78$5,0910.00%
222ISHARES MSCI SWITZERLAND ETF464286749102$4,7110.00%
223JPMORGAN REALTY INCOME ETF46641Q126110$4,6600.00%
224BIOGEN INCBIIB16$4,5570.00%
225ESTEE LAUDER CO51843910423$4,5160.00%
226UBER TECHNOLOGIES INCUBER100$4,3160.00%
227ISHARES S&P PREFERRED STOCK INDEX FD464288687139$4,2980.00%
228SHOPIFY INCSHOP60$3,8760.00%
229NORTHROP GRUMMAN CORPNOC8$3,6460.00%
230GILEAD SCIENCES INCGILD47$3,6210.00%
231ISHARES MCSI PACIFIC EX-JAPAN ETF46428666585$3,5890.00%
232FIDELITY NATIONAL INFO SERVICES31620M10665$3,5550.00%
233ISHARES MSCI SWEDEN ETF464286756100$3,5410.00%
234ISHARES MSCI JAPAN ETF46434G82256$3,4660.00%
235FORD MOTOR CO345370860200$3,0260.00%
236ISHARES MSCI CHILE ETF464286640100$2,9180.00%
237INVESCO SENIOR LOAN ETFIVZ118$2,4810.00%
238ISHARES MSCI UK ETF46435G33475$2,4250.00%
239HYDROFARM HLDGS GROUP44888K2093,025$2,3590.00%
240DUPONT DE NEMOURS AND CODD33$2,3560.00%
241ALLETE INC01852230038$2,2020.00%
242STANLEY BLACK & DECKER INCSWK22$2,0610.00%
243SCHLUMBERGER LTDSLB38$1,8660.00%
244WISDOMTREE JAPAN HEDGED EQWT21$1,7480.00%
245ISHARES MSCI TURKEY ETF46428671550$1,4120.00%
246SPDR BARCLAYS S/T HIGH YIELD BOND ETF78468R40856$1,3830.00%
247WALGREENS BOOTS ALLIANCE INC93142710840$1,1390.00%
248WARNER BROS DISCOVERY INCWBD87$1,0900.00%
249COMPASS INCCOMP300$1,0500.00%
250OCCIDENTAL PETROLEUM CORP WARRANTS67459916226$9680.00%
251NEWMONT MINING CORPNEMCL16$6820.00%
252BARRICK GOLD CORPORATION06790110819$3210.00%
253EIGER BIOPHARMACEUTICALS INC28249U105178$1240.00%
254ORION OFFICE REIT INCONL18$1180.00%
255ORGANON & COOGN1$200.00%