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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

MITCHELL MCLEOD PUGH & WILLIAMS INC

Quarter ended Q2 2023 · Filed May 10, 2023 · Accession 0001632105-23-000002

Total Value
$321.7M
Positions
299
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (299)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL98,388$16.2M5.04%
2VANGUARD GROWTH INDEX ETF92290873657,057$14.2M4.42%
3VANGUARD 500 INDEX ETF92290841333,030$12.4M3.86%
4MICROSOFT CORPMSFT37,546$10.8M3.36%
5APPLE INCAAPL57,988$9.6M2.97%
6VANGUARD VALUE INDEX ETF92290874463,803$8.8M2.74%
7VANGUARD MID CAP INDEX ETF92290862927,337$5.8M1.79%
8BERKSHIRE HATHAWAY INC CL BBRK-A17,026$5.3M1.63%
9SERVISFIRST BANCSHARES COMSFBS86,973$4.8M1.48%
10VANGUARD TOTAL STOCK MKT INDEX92290876922,118$4.5M1.40%
11HOME DEPOT INCHD15,206$4.5M1.39%
12JOHNSON & JOHNSONJNJ28,772$4.5M1.39%
13JPMORGAN CHASE & COVYLD33,716$4.4M1.37%
14UNITEDHEALTH GROUP INCUNH8,625$4.1M1.27%
15THE SOUTHERN COMPANYSOMN56,957$4.0M1.23%
16CHEVRON CORPORATIONCVX21,309$3.5M1.08%
17VANGUARD SMALL CAP INDEX ETF92290875118,159$3.4M1.07%
18EXXON MOBIL CORPXOM30,768$3.4M1.05%
19ALPHABET INC AGOOG31,549$3.3M1.02%
20PROCTER & GAMBLE74271810921,857$3.2M1.01%
21AMAZON.COM INCAMZN31,377$3.2M1.01%
22ADOBE INC COMADBE7,953$3.1M0.95%
23TESLA INCTSLA13,610$2.8M0.88%
24WAL-MART STORES INCWMT18,795$2.8M0.86%
25NVIDIA CORP COMNVDA9,796$2.7M0.85%
26ELI LILLY & COLLY7,451$2.6M0.80%
27VANGUARD BD INDEX FD TOTAL BND92193783534,405$2.5M0.79%
28ABBVIE INCABBV15,617$2.5M0.77%
29MERCK & CO INCMRK22,620$2.4M0.75%
30PACER US CASH COWS 100 ETF69374H88149,893$2.3M0.73%
31VANGUARD DEVELOPED MKTS INDEX 92194385851,383$2.3M0.72%
32VANGUARD BD INDEX FD INTERMED 92193781929,486$2.3M0.70%
33BROADCOM INC COMAVGO3,523$2.3M0.70%
34CATERPILLAR INCCAT9,869$2.3M0.70%
35PEPSICO INCORPORATEDPEP11,805$2.2M0.67%
36CISCO SYSTEMS INCCSCO40,473$2.1M0.66%
37YUM BRANDS INCYUM15,867$2.1M0.65%
38AUTOMATIC DATA PROCESSING INCADP9,195$2.0M0.64%
39NIKE INC CLASS BNKE15,959$2.0M0.61%
40AMERICAN EXPRESS COAXP11,638$1.9M0.60%
41APPLIED MATERIALS INC03822210515,124$1.9M0.58%
42ISHARES CORE DIVIDEND GROWTH E46434V62136,521$1.8M0.57%
43DISNEY WALT CO COM DISNEY25468710618,187$1.8M0.57%
44ALPHABET INC CLASS CGOOG17,462$1.8M0.56%
45COCA COLA COMPANYKO28,485$1.8M0.55%
46COSTCO WHOLESALE CORP22160K1053,408$1.7M0.53%
47INVESCO S&P 500 HIGH DIVIDEND IVZ40,009$1.7M0.52%
48ELEVANCE HEALTH INCELV3,660$1.7M0.52%
49UNION PACIFIC CORPUNP8,343$1.7M0.52%
50DEERE & CODE4,029$1.7M0.52%
51VANGUARD REAL ESTATE ETF92290855318,980$1.6M0.49%
52HONEYWELL INTERNATIONAL4385161068,184$1.6M0.49%
53TEXAS INSTRUMENTS INC8825081048,276$1.5M0.48%
54ENSTAR GROUP LTD FG3075P1016,630$1.5M0.48%
55REGIONS FINANCIAL CP NEWRF-PF82,358$1.5M0.48%
56LOWES COMPANIES INC5486611077,638$1.5M0.47%
57DUKE ENERGY CORP NEWDUKB15,691$1.5M0.47%
58S P D R S&P 500 ETF TR EXPIRINSPY3,664$1.5M0.47%
59PFIZER INCORPORATEDPFE35,039$1.4M0.44%
60RAYTHEON TECHNOLOGIES CORPRTX14,272$1.4M0.43%
61BANK OF AMERICA CORP06050510448,251$1.4M0.43%
62INTEL CORPINTC41,506$1.4M0.42%
63QUALCOMM INCQCOM10,553$1.3M0.42%
64VANGUARD SCOTTSDALE FD VNG RUS92206C7307,112$1.3M0.41%
65BRISTOL-MYERS SQUIBB COCELG-RI18,960$1.3M0.41%
66MC DONALDS CORPMCD4,642$1.3M0.40%
67COMCAST CORP NEW CL ACCZ34,188$1.3M0.40%
68VISA INC COM CL AV5,739$1.3M0.40%
69TRAVELERS COMPANIES INCTRV7,416$1.3M0.40%
70NEXTERA ENERGY INCNEE-PW16,124$1.2M0.39%
71VALERO ENERGY CORPVLO8,889$1.2M0.39%
72GLOBE LIFE INC COMGL-PD10,895$1.2M0.37%
73A F L A C INCAFL17,719$1.1M0.36%
74GENERAL DYNAMICS CORPGD4,996$1.1M0.35%
75INTL BUSINESS MACHINESINTR8,555$1.1M0.35%
76ENTERPRISE PRD PRTNRS LP29379210743,145$1.1M0.35%
77AT&T INC COMT-PC56,210$1.1M0.34%
78YUM CHINA HLDGS INC COMYUMC16,440$1.0M0.32%
79VULCAN MATERIALS COMPANY 9291601095,979$1.0M0.32%
80VERIZON COMMUNICATIONS COMVZ26,153$1.0M0.32%
81TARGET CORPORATIONTGT6,015$996,2690.31%
82VANGUARD MSCI EMERGING MKTS ET92204285824,618$994,5790.31%
83MONDELEZ INTL INC CL A60920710514,124$984,7510.31%
84THERMO FISHER SCIENTIFICTMO1,693$975,7940.30%
85KIMBERLY-CLARK CORPKMB7,259$974,3000.30%
86BECTON DICKINSON & COBDX3,911$968,1840.30%
87ORACLE CORPORATIONORCL-PD10,408$967,1110.30%
88KLA CORPKLAC2,417$964,7940.30%
89PHILIP MORRIS INTL INC7181721099,893$962,0940.30%
90BOEING COBA-PA4,513$958,6970.30%
91ENERGY SELECT SECTOR SPDR ETF81369Y50611,239$930,9260.29%
92MAGELLAN MIDSTREAM PRT COM UNI55908010616,854$914,4980.28%
93ALTRIA GROUP INCMO20,359$908,4190.28%
94CORNING INCGLW25,579$902,4270.28%
95ABBOTT LABORATORIESABLZF8,815$892,5620.28%
96AIR PROD & CHEMICALS INCAIIR3,103$891,1280.28%
97INVESCO QQQ TR UNIT SER 1IVZ2,661$853,9950.27%
98AMERICAN TOWER CORP REIT03027X1004,136$845,0950.26%
99MORGAN STANLEYMS-PQ9,432$828,1300.26%
100U S BANCORP DEL NEWUSB-PS22,789$821,5430.26%
101LINDE PLC (OLD)LIN2,310$821,1470.26%
102ENBRIDGE INC FENNPF21,480$819,4620.25%
103GILEAD SCIENCES INCGILD9,702$804,9750.25%
104LOCKHEED MARTIN CORPLMT1,701$804,1140.25%
105MERCHANTS & MARINE BAN CAP STK58843E10820,010$795,3980.25%
106PAYCHEX INCPAYX6,884$788,8380.25%
107COMPUTER PROGRAMS & SYSTBRG26,092$787,9780.24%
108CLOROX COMPANYCLX4,824$763,3500.24%
109THE TRADE DESK INC COM CL A88339J10512,504$761,6190.24%
110VANGUARD TOTAL INTL STOCK IDX 92190976813,527$746,8010.23%
111CONOCOPHILLIPSCOP7,504$744,4720.23%
112PHILLIPS 66 COMPSX7,335$743,5750.23%
113SLB (SCHLUMBERGER)SLB15,130$742,9020.23%
114DOLLAR GEN CORP NEW COM2566771053,486$733,6450.23%
115P P G INDUSTRIES INC6935061075,422$724,2580.23%
116WELLS FARGO & CO94974610119,249$719,5360.22%
117ISHARES TR S&P 500 INDEX4642872001,689$694,3140.22%
118SPDR S&P DIVIDEND ETF78464A7635,556$687,3330.21%
119COLGATE-PALMOLIVE COCL9,077$682,1370.21%
120NORFOLK SOUTHERN CORP6558441083,145$666,7400.21%
121T-MOBILE US INCTMUSZ4,560$660,4700.21%
122NORTHROP GRUMMAN CORP COMNOC1,428$659,3360.20%
123VANGUARD INDEX FDS LARGE CAP E9229086373,526$658,6920.20%
124INVESCO QQQ TR UNIT SER 1IVZ2,046$656,6230.20%
125VANGUARD MUN BD FDS TAX EXEMPT92290774612,804$648,6440.20%
126VANGUARD INDEX FDS MCAP GR IDX9229085383,219$627,3630.19%
127CHUBB LTDCB3,149$611,4730.19%
128SPDR GOLD MINISHARESGLDW15,575$609,1380.19%
129FEDEX CORPORATIONFDX2,660$607,7430.19%
130MASTERCARD INCMA1,630$592,3580.18%
131C V S CAREMARK CORPCVS7,924$588,8700.18%
132FLUOR CORPORATIONFLR18,991$587,0120.18%
133VANGUARD INDEX FDS MCAP VL IDX9229085124,282$574,0970.18%
134ENERGY TRANSFER LPET-PI45,780$570,8770.18%
135WATERS CORP9418481031,834$567,8610.18%
136S P D R S&P 500 ETF TR EXPIRINSPY1,379$564,6780.18%
137ISHARES CORE S&P US VALUE ETF4642876637,653$564,6380.18%
138ISHARES CORE S&P US GROWTH ETF4642876716,344$563,1570.18%
139VANGUARD BD INDEX FD SHORT TRM9219378277,331$560,7620.17%
140ADVANCED MICRO DEVICES INCAMD5,690$557,6770.17%
141CME GROUP INC CL A CLASS ACME2,805$537,2140.17%
142TRUIST FINANCIAL CORP89832Q10915,536$529,7740.16%
143META PLATFORMS, INC.META2,493$528,3660.16%
144NOVARTIS AGNVSEF5,654$520,1680.16%
145MEDTRONIC PLC SHSMDT6,412$516,9350.16%
146SHERWIN WILLIAMS COSHW2,299$516,7460.16%
147REALTY INCOME CORP REITO8,089$512,1950.16%
148AMGEN INCORPORATEDAMGN2,114$511,1490.16%
149PROASSURANCE CORPORATIONPRA27,293$504,3750.16%
150GENERAL ELECTRIC COMPANYGE5,175$494,7030.15%
151MARVELL TECHNOLOGY GRO ORDMRVL11,366$492,1380.15%
152C S X CORPCSX16,394$490,8330.15%
153EDISON INTERNATIONAL2810201076,894$486,6470.15%
154ISHARES TR CORE MSCI EAFE46432F8427,160$478,6460.15%
155TRANE TECHNOLOGIES PLC SHSTT2,570$472,8290.15%
156BROADRIDGE FINL SOLUTION11133T1033,206$469,9030.15%
1571/100 BERKSHIRE HTWY CLA 100 SBRK-A100$465,6000.14%
158WASTE MANAGEMENT INC DEL94106L1092,852$465,3610.14%
159QUEST DIAGNOSTIC INCDGX3,271$462,8150.14%
160CROWN CASTLE INTL CORP COMCCI3,434$459,6070.14%
161AMERICAN INTL GROUP COM0268741079,071$456,8300.14%
162ANALOG DEVICES INCADI2,279$449,4640.14%
163UNITED RENTALS INC COMURI1,135$449,1880.14%
164EMERSON ELECTRIC COEMR5,134$447,3500.14%
165VANGUARD 500 INDEX ETF9229084131,182$444,5150.14%
166NETFLIX INC COMNFLX1,283$443,2510.14%
167VANGUARD WHITEHALL FDS HIGH DI9219464064,184$441,4120.14%
168MIDDLESEX WATER CO5966801085,582$436,0450.14%
169PAYPAL HLDGS INC COMPYPL5,682$431,4910.13%
170DIAMONDBACK ENERGY INC COMFANG3,117$421,3250.13%
171ALLSTATE CORPALL-PJ3,776$418,3800.13%
172ECOLAB INCECL2,514$416,1420.13%
173CITIGROUP INCC-PR8,831$414,0870.13%
174ISHARES TR S&P500 GRW4642873096,239$398,6100.12%
175HEWLETT PACKARD ENTERP COMHPE-PC24,941$397,3100.12%
176HERSHEY COMPANYHSY1,526$388,2300.12%
177ILLINOIS TOOL WORKS INC4523081091,590$387,0860.12%
178BANK OF NOVA SCOTIA F0641491077,650$385,2540.12%
179ATMOS ENERGY CORP COMATO3,417$383,9340.12%
180DEVON ENERGY CORP NEW COM25179M1037,576$383,4210.12%
181SYSCO CORPORATIONSYY4,953$382,5200.12%
182EBAY INC COMEBAY8,609$381,9810.12%
183VANGUARD WORLD FD MEGA GRWTH I9219108161,861$380,5930.12%
184SPDR GOLD SHARES ETFGLD2,058$377,0670.12%
185O REILLY AUTOMOTIVE IN COM67103H107430$365,0610.11%
186SUN CMNTYS INC COM8666741042,499$352,0590.11%
187VANGUARD WORLD FDS ENERGY ETF92204A3063,068$350,4580.11%
188SALESFORCE COM INC COMCRM1,748$349,2150.11%
189CALIFORNIA WTR SVC GRP COM1307881026,000$349,2000.11%
190DELTA AIR LINES INC NEWDAL9,826$343,1240.11%
191ISHARES TR RUS MD CP GR ETF4642874813,756$341,9840.11%
192WISDOMTREE TRUST LARGECAP DIVIWT5,458$337,6320.10%
193GENERAL MOTORS COGM9,164$336,1230.10%
194HP INCHPE-PC11,352$333,1810.10%
195ISHARES TR RUS MID CAP ETF4642874994,710$329,3230.10%
196GRAINGER W W INC384802104477$328,5620.10%
197STAR BULK CARRIERS CORPSBLK15,330$323,7700.10%
198ARCHER-DANIELS MIDLAND COADM4,050$322,6230.10%
199SELECT SECTOR SPDR TR SBI INT-81369Y8864,751$321,5950.10%
200ISHARES RUS 1000 GRW ETF4642876141,313$320,8050.10%
201ISHARES TR RUSSELL 20004642876551,777$317,0170.10%
202WALGREENS BOOTS ALLIAN COM9314271089,085$314,1710.10%
203ALBEMARLE CORPALB-PA1,421$314,0990.10%
204F M C CORP NEWFMC2,519$307,6450.10%
205VANGUARD MEGA CAP INDEX FUND E9219108732,146$307,1780.10%
206CARRIER GLOBAL CORPORA COMCARR6,399$292,7540.09%
207VMWARE INC CL A COM9285634022,319$289,5270.09%
208MICROSOFT CORPMSFT957$275,9030.09%
209VANGUARD MID CAP INDEX ETF9229086291,308$275,8830.09%
210DUPONT DE NEMOURS INC COMDD3,832$275,0440.09%
211ISHARES TR RUS 2000 GRW ETF4642876481,170$265,3790.08%
212SNAP INC CL ASNAP23,650$265,1170.08%
213CARDINAL HEALTH INCCAH3,473$262,2400.08%
214VANGUARD WORLD FDS UTILITIES E92204A8761,778$262,2340.08%
215CINCINNATI FINANCIAL CP1720621012,303$258,1200.08%
216WEYERHAEUSER CO COMWY8,455$254,7490.08%
217ISHARES TR RUSSELL1000VAL4642875981,669$254,1220.08%
218DEERE & CODE615$253,9210.08%
2193M COMPANYMMM2,391$251,2830.08%
220ISHARES U.S. ENERGY ETF4642877965,715$250,0310.08%
221QUANTA SERVICES INC74762E1021,500$249,9600.08%
222ALIBABA GROUP HLDG LTD ADRBBAAY2,426$247,8890.08%
223RH COMRH1,000$243,5500.08%
224KINDER MORGAN INC KANS COMEP-PC13,796$241,5610.08%
225SPDR S&P MIDCAP 400 ETFMFICL526$241,1240.07%
226OTIS WORLDWIDE CORP COMOTIS2,853$240,7930.07%
227ANHEUSER BUSCH COS INC COMBUDFF3,595$239,8940.07%
228CELANESE CORP DEL COM SER ACE2,170$236,3150.07%
229EATON CORPORATIONETN1,372$235,0780.07%
230PIONEER NAT RES CO COM7237871071,150$234,9440.07%
231RIO TINTO PLC SPON ADR F SPONSRTNTF3,408$233,8170.07%
232STARBUCKS CORP COMSBUX2,237$232,9390.07%
233ISHARES TR BARCLYS 20 YR4642874322,176$231,4610.07%
234STRYKER CORPSYK799$228,0910.07%
235WARNER BROS DISCOVERY INCWBD15,058$227,3760.07%
236TOLL BROTHERS INCTOL3,770$226,3130.07%
237CORTEVA INC COMCTVA3,741$225,6200.07%
238PROLOGIS SH BEN INTXP1,808$225,5280.07%
239DOW INCDOW4,103$224,9260.07%
240GOLDMAN SACHS GROUP INCGSCE675$220,7990.07%
241SPDR S&P DIVIDEND ETF78464A7631,761$217,8530.07%
242AUTODESK INCADSK1,015$211,2820.07%
243JOHNSON CTLS INTL PLC SHSG515021053,478$209,4450.07%
244DOCUSIGN INC COMDOCU3,571$208,1890.06%
245UNILEVER PLC ADR NEW F SPONSORUNLYF4,002$207,8240.06%
246SCHEIN HENRY INCHSIC2,510$204,6650.06%
247INVESCO EXCHANGE TRADE FTSE RAIVZ1,303$204,2840.06%
248ALPHABET INC CLASS CGOOG1,940$201,7600.06%
249PROGRESSIVE CORP OHIO7433151031,408$201,4280.06%
250ALPHABET INC AGOOG1,940$201,2360.06%
251UBER TECHNOLOGIES INC COMUBER6,337$200,8830.06%
252VALE S A ADRVALE12,420$195,9880.06%
253VERTEX ENERGY INC COMVERX18,535$183,1260.06%
254TAIWAN SEMICONDUCTOR MFG CO LT8740391001,906$177,2960.06%
255AMAZON.COM INCAMZN1,680$173,5270.05%
256SPDR S&P MIDCAP 400 ETFMFICL378$173,3310.05%
257VANGUARD HEALTH CARE92204A504657$156,7550.05%
258BEYOND AIR INCXAIR21,965$148,2640.05%
259CRESCENT ENERGY COMPANYCRGY12,493$141,2980.04%
260CATERPILLAR INCCAT580$132,7270.04%
261NETFLIX INC COMNFLX362$125,0640.04%
262VANGUARD HEALTH CARE92204A504511$121,8530.04%
263CARNIVAL CORP PAIRED CTFCUKPF11,244$114,1270.04%
264YUM BRANDS INCYUM843$111,3430.03%
265ARIZONA METALS CORP04051810226,000$87,4900.03%
266MATTERPORT, INC.57709610030,000$81,9000.03%
267META PLATFORMS, INC.META360$76,2980.02%
268VANGUARD DEVELOPED MKTS INDEX 9219438581,233$55,6950.02%
269YUM CHINA HLDGS INC COMYUMC844$53,5010.02%
270FS ENERGY & POWER FUNDFSSL10,958$42,1870.01%
271TAIWAN SEMICONDUCTOR MFG CO LT874039100350$32,5570.01%
272VANGUARD REAL ESTATE ETF922908553386$32,0530.01%
273SOMALOGIC INC83444K10512,000$30,6000.01%
274NIKE INC CLASS BNKE186$22,8110.01%
275ABBVIE INCABBV119$18,9650.01%
276ELEVANCE HEALTH INCELV35$16,0930.01%
277VIRNETX HLDG CORP COMVHC10,000$13,1000.00%
278LOWES COMPANIES INC54866110763$12,5980.00%
279ABBOTT LABORATORIESABLZF119$12,0500.00%
280NEXTERA ENERGY INCNEE-PW152$11,7160.00%
281PEPSICO INCORPORATEDPEP50$9,1150.00%
282DISNEY WALT CO COM DISNEY25468710675$7,5100.00%
283PROCTER & GAMBLE74271810950$7,4350.00%
284AMERICAN PACIFIC MINING CORPUSGDF25,000$6,0350.00%
285KIMBERLY-CLARK CORPKMB43$5,7710.00%
286COMCAST CORP NEW CL ACCZ150$5,6870.00%
287DUKE ENERGY CORP NEWDUKB57$5,4990.00%
288EXXON MOBIL CORPXOM50$5,4830.00%
289AMERICAN EXPRESS COAXP31$5,1130.00%
290C V S CAREMARK CORPCVS62$4,6070.00%
291CORNING INCGLW95$3,3520.00%
292LOTUS RESOURCES LTD Q5633610221,000$2,8080.00%
293RIO TINTO PLC SPON ADR F SPONSRTNTF40$2,7440.00%
294CONOCOPHILLIPSCOP20$1,9840.00%
295VMWARE INC CL A COM92856340215$1,8730.00%
296AT&T INC COMT-PC69$1,3280.00%
297GENERAL ELECTRIC COMPANYGE12$1,1470.00%
298PHILLIPS 66 COMPSX10$1,0140.00%
299WARNER BROS DISCOVERY INCWBD16$2420.00%