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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

Addison Capital Co

Quarter ended Q1 2023 · Filed January 9, 2023 · Accession 0001581465-23-000001

Total Value
$159,139
Positions
126
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (126)

#IssuerTicker / CUSIPSharesValue% of Filing
1Johnson & JohnsonJNJ44,114$7,7934.90%
2Procter & Gamble74271810943,876$6,6504.18%
3Cheniere Energy Inc NewLNG39,737$5,9593.74%
4Safehold Inc ComSAFE190,356$5,4483.42%
5Constellation Brand CL ASTZ22,836$5,2923.33%
6Alphabet Inc Cap STK CL AGOOG54,540$4,8123.02%
7Pepsico IncorporatedPEP23,786$4,2972.70%
8Mondelez Intl Inc CL A60920710562,873$4,1902.63%
9JPMorgan Chase & CoVYLD30,983$4,1552.61%
10Qualcomm IncQCOM37,551$4,1282.59%
11Oracle CorporationORCL-PD44,469$3,6352.28%
12Microsoft CorpMSFT14,091$3,3792.12%
13Apple IncAAPL25,890$3,3642.11%
14Sea LTD F Unsponsored ADRSE58,179$3,0271.90%
15Disney Walt Co25468710634,225$2,9741.87%
16Oceanfirst Finl Corp675234108139,290$2,9601.86%
17Cabot Oil & GasCTRA114,347$2,8101.77%
18Paypal Holdings IncoPYPL38,039$2,7091.70%
19C V S Health CorporationCVS28,976$2,7001.70%
20Philip Morris Intl Inc71817210926,386$2,6711.68%
21BlackRock IncBLK3,737$2,6481.66%
22Essential Utils Inc29670G10255,026$2,6261.65%
23F M C Corp NewFMC20,735$2,5881.63%
24United Parcel Service BUPS14,009$2,4351.53%
25Vanguard Total World Stock ETF92204274227,927$2,4071.51%
26Alaunos Therapeutics Inc ComTCRT15,870$2,3241.46%
27New York Community Bancorp Inc649445103259,842$2,2351.40%
28Mueller Inds Inc62475610233,200$1,9591.23%
29BlackRock Build AmericaBLK110,569$1,8621.17%
30SPDR S&P Dividend ETF78464A76312,648$1,5820.99%
31Fortis Inc ComFTRSF38,517$1,5420.97%
32Copart IncCPRT24,928$1,5180.95%
33Diageo PLC New ADR FDGEAF8,329$1,4840.93%
34Vanguard S/T Corp Bond ETF92206C40919,608$1,4740.93%
35Amazon Com IncAMZN16,946$1,4230.89%
36Cisco Systems IncCSCO27,318$1,3010.82%
37Seagen IncSE9,749$1,2530.79%
38Capital One Financial CP14040H10513,424$1,2480.78%
39Abbvie IncABBV7,699$1,2440.78%
40SPDR Doubline Total Return78467V84830,464$1,2200.77%
41Camping World Holdings I Class ACWH53,905$1,2030.76%
42Electronic Arts IncEA9,545$1,1660.73%
43iShares Russell 2000 ETF4642876556,527$1,1380.72%
44Hubspot IncHUBS3,804$1,1000.69%
45Square Inc Class ABSQKZ17,305$1,0870.68%
46Baxter International Inc07181310920,410$1,0400.65%
47SPDR Gold TrustGLD6,057$1,0280.65%
48Merck & Co Inc NewMRK8,790$9750.61%
49Corteva Inc ComCTVA15,467$9090.57%
50Activision Blizzard00507V10911,125$8520.54%
51iShares TIPS Bond ETF4642871767,958$8470.53%
52Visa Inc CL AV4,078$8470.53%
533M CompanyMMM7,058$8460.53%
54Boeing CoBA-PA4,234$8070.51%
55Vanguard Total Bond Mkt ETF92193783510,486$7530.47%
56Dow Inc ComDOW14,803$7460.47%
57U S Bancorp Del NewUSB-PS15,442$6730.42%
58Cano Health Inc13781Y103474,620$6500.41%
59Exxon Mobil CorporationXOM5,703$6290.40%
60Bank Of America Corp06050510418,509$6130.39%
61Intl Flavors& Fragra4595061015,583$5850.37%
62Chevron CorporationCVX3,260$5850.37%
63Wolfspeed IncWOLF8,371$5780.36%
64Costco WHSL Corp New22160K1051,234$5630.35%
65Blackstone Group Inc Com CL ABX7,536$5590.35%
66Delta Air Lines Inc NewDAL16,542$5440.34%
67Raytheon Technologies CoRTX5,227$5280.33%
68PIMCO Active Bond72201R7755,754$5210.33%
69PIMCO Income Stra FD II72201J10468,833$4870.31%
70General Motors Co37045V10014,455$4860.31%
71Invesco QQQ TrustIVZ1,818$4840.30%
72Rockwell AutomationROK1,879$4840.30%
73Verizon CommunicationsVZ11,844$4670.29%
74Enterprise PRD PRTNRS LP29379210718,253$4400.28%
75Sprott PHYS Silver TR F Sprott Physical SilverSII53,000$4370.27%
76SPDR S&P 500 ETFSPY1,134$4340.27%
77Crowdstrike HLDGS IncCRWD4,108$4330.27%
78Nvidia CorpNVDA2,929$4280.27%
79Intel CorpINTC15,551$4110.26%
80American Tower Corp03027X1001,925$4080.26%
81Dime CMNTY Bancshare25432X10212,679$4040.25%
82DuPont De Nemours Inc ComDD5,699$3910.25%
83Schwab Strategic TR US TIPS Et F8085248707,531$3900.25%
84Teva Pharm Inds LTD Adrf88162420942,513$3880.24%
85Salesforce ComCRM2,905$3850.24%
86PIMCO Enhncd LW DRTN Actv ETF72201R7184,050$3820.24%
87Livent Corp 00500LIVG18,846$3740.24%
88Caterpillar IncCAT1,542$3690.23%
89American Express CompanyAXP2,494$3680.23%
90Nextera Energy IncNEE-PW4,264$3570.22%
91PTC IncPTC2,696$3240.20%
92SPDR Citi Int'l Gov Infl Protect Bond78464A4907,875$3240.20%
93Draftkings Inc New Class ADKNG27,390$3120.20%
94Vanguard Bond Index Fund9219377934,239$3070.19%
95PIMCO 15 plus Year U.S. TIPS Index Excha72201R3045,046$2940.18%
96Webster Finl Co9478901096,183$2930.18%
97Meta PlatformsMETA2,396$2880.18%
98Advanced Micro DevicAMD4,432$2870.18%
99Nvent Electric PLC Registered SHSNVT7,285$2800.18%
100Occidental Pete Corp6745991054,374$2760.17%
101Northrop Grumman CorpNOC492$2690.17%
102Honeywell International4385161061,247$2670.17%
103Expedia IncEXPE2,995$2620.16%
104Lockheed Martin CorpLMT521$2540.16%
105Archer-Daniels-Midlnd CoADM2,691$2500.16%
106Carnival Corp New FCUKPF30,240$2440.15%
107SPDR S&P 600 Small Cap Value ETF78464A3003,259$2420.15%
108Hain Celestial GroupHAIN14,272$2310.15%
109Union Pacific CorpUNP1,085$2250.14%
110Vaneck Semiconductor ETF92189F6761,082$2200.14%
111Pfizer IncorporatedPFE4,272$2190.14%
112Vanguard REIT9229085532,587$2130.13%
113Match Group Inc NewMTCH5,137$2130.13%
114Target CorporationTGT1,408$2100.13%
115Nasdaq IncNDAQ3,376$2070.13%
116Home Depot IncHD655$2070.13%
117Adobe Systems IncADBE609$2050.13%
118PNC Finl Services GP Inc6934751051,295$2050.13%
119Abbott LaboratoriesABLZF1,850$2030.13%
120A T & T Inc NewT-PC10,555$1940.12%
121Doubleline OpportunisticDBL12,650$1880.12%
122Northfield BancorpNFBK10,737$1690.11%
123Sprott Physical Gold EtvSII10,700$1510.09%
124Doubleline Income Solutions FD ComDSL10,075$1120.07%
125Kinross Gold Corp New FKGCRF17,777$730.05%
126Precigen IncPGEN10,581$160.01%