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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

Trust Co

Quarter ended Q4 2023 · Filed December 4, 2023 · Accession 0001632554-23-000010

Total Value
$620.1M
Positions
316
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (316)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares Core US Aggregate Bond Index ETF464287226632,021$59.4M9.58%
2Vanguard Growth Index ETF922908736214,456$58.4M9.42%
3Vanguard Value Index ETF922908744396,170$54.6M8.81%
4Vanguard Mid-Cap Growth Index ETF922908538226,435$44.1M7.11%
5iShares Short Treasury Bond Index ETF464288679353,169$39.0M6.29%
6Vanguard Mid-Cap Value Index ETF922908512262,339$34.4M5.54%
7Schwab Fundamental Intl Large Co ETF8085247551,071,929$33.9M5.47%
8Vanguard FTSE Developed Markets ETF921943858737,474$32.2M5.20%
9iShares MSCI Emerging Markets Index ETF464287234755,187$28.7M4.62%
10Vanguard FTSE Emerging Markets ETF922042858576,159$22.6M3.64%
11iShares National Muni Bond Index ETF464288414195,526$20.0M3.23%
12iShares IBOXX High Yield Corp Bond Index ETF464288513225,989$16.7M2.69%
13iShares Russell 1000 Index ETF46428762264,099$15.1M2.43%
14JP Morgan Ultra-Short Municipal Income ETF46641Q654274,761$13.9M2.24%
15SPDR Sector Info Tech ETF81369Y80358,991$9.7M1.56%
16Vanguard Total Intl Bond Index ETF92203J407172,973$8.3M1.33%
17Vanguard US Total Stock Market ETF92290876927,229$5.8M0.93%
18Blackrock High Yield Muni Bond ETFBLK279,713$5.7M0.92%
19iShares Core S&P 500 ETF46428720012,063$5.2M0.84%
20Invesco S&P 500 Equal Weight ETFIVZ34,354$4.9M0.78%
21SPDR Sector Financial ETF81369Y605133,714$4.4M0.72%
22SPDR Sector Health Care ETF81369Y20934,149$4.4M0.71%
23Apple IncAAPL23,843$4.1M0.66%
24SPDR Sector Consumer Discretion Sec ETF81369Y40721,487$3.5M0.56%
25SPDR Sector Industrials ETF81369Y70432,287$3.3M0.53%
26SPDR Sector Communication Srvc ETF81369Y85244,059$2.9M0.47%
27Invesco Ultra Short Duration ETFIVZ57,346$2.9M0.46%
28Schwab US Dividend Equity ETF80852479738,937$2.8M0.44%
29Vanguard High Dividend Yield ETF92194640626,283$2.7M0.44%
30Invesco QQQTrust (Nasdaq 100 Index) ETFIVZ6,703$2.4M0.39%
31MicrosoftMSFT7,202$2.3M0.37%
32SPDR Sector Energy ETF81369Y50624,463$2.2M0.36%
33SPDR Sector Consumer Staples Sector ETF81369Y30831,974$2.2M0.35%
34Berkshire Hathaway Class BBRK-A5,567$2.0M0.31%
35iShares MSCI USA Quality Factor ETF46432F33913,837$1.8M0.29%
36Jack Henry & Assoc 42628110112,001$1.8M0.29%
37Vanguard Intermediate-Term Treasury Index Fund ETF92206C70629,704$1.7M0.27%
38Janus Henderson Short Duration Income ETF47103U88634,093$1.6M0.26%
39SPDR Sector Basic Materials ETF81369Y10020,821$1.6M0.26%
40iShares MSCI USA ESG Select ETF46428880216,066$1.4M0.23%
41SPDR Sector Utilities ETF81369Y88624,162$1.4M0.23%
42Visa Inc Class AV5,567$1.3M0.21%
43Vanguard Small-Cap Value ETF9229086116,971$1.1M0.18%
44Cisco SystemsCSCO20,449$1.1M0.18%
45Johnson & JohnsonJNJ7,041$1.1M0.18%
46JPMorgan Chase & CoVYLD7,550$1.1M0.18%
47Amazon.com IncAMZN8,517$1.1M0.17%
48Alphabet Inc - AGOOG8,265$1.1M0.17%
49Pepsico IncPEP5,593$947,6780.15%
50SPDR Sector Real Estate ETF81369Y86027,560$938,9620.15%
51Nuveen ESG Intl Dev Mkts Eq ETFNU33,144$905,5020.15%
52Vanguard Small Cap Growth ETF9229085954,126$883,6560.14%
53iShares MSCI EAFE Index ETF46428746512,647$871,6310.14%
54Intel CorpINTC24,216$860,8790.14%
55Lockheed Martin CorpLMT2,076$849,0010.14%
56Vanguard REIT ETF92290855311,204$847,6200.14%
57iShares MSCI Intl Quality Factor ETF46434V45625,175$846,1340.14%
58iShares ESG Aware MSCI EM ETF46434G86327,306$826,8120.13%
59iShares iBonds 12-2023 ETF46434VAX831,859$807,9560.13%
60AT&T IncT-PC52,068$782,0610.13%
61Mastercard Inc Class AMA1,903$753,4170.12%
62Verizon CommunicationsVZ23,175$751,1020.12%
63CVS CorporationCVS10,424$727,8040.12%
64Gilead Sciences IncGILD9,615$720,5480.12%
65General Dynamics Corp GD3,202$707,5460.11%
66Adobe Systems IncADBE1,378$702,6420.11%
67Booking Hldgs IncBKNG225$693,8890.11%
68JP Morgan Equity Premium Income ETF46641Q33212,391$663,6750.11%
69Fidelity National Information Services Inc31620M10611,781$651,1360.11%
70McDonald's CorpMCD2,470$650,6970.10%
71Analog Devices IncADI3,699$647,6580.10%
72Comcast Corp Class ACCZ13,834$613,4000.10%
73Raytheon Technologies RTX8,013$576,6960.09%
74Vanguard Dividend Appreciation Index ETF9219088443,623$562,9550.09%
75Oracle Systems CorpORCL-PD5,180$548,6660.09%
76Wal-Mart Stores IncWMT3,382$540,8830.09%
77Expedia IncEXPE5,179$533,8000.09%
78Phillips 66PSX4,400$528,6600.09%
79iShares ESG Aware Aggregate Bond ETF46435U54911,446$518,4930.08%
80Starbucks CorporationSBUX5,353$488,5680.08%
81SPDR S&P 500 Index ETFSPY1,110$474,4570.08%
82iShares 1-3 Year Treasury Bond ETF4642874575,840$472,8650.08%
83iShares Core S&P Small-Cap ETF4642878044,840$456,5570.07%
84Patterson Companies70339510315,400$456,4560.07%
85Nextera Energy IncNEE-PW7,860$450,2990.07%
86Landmark BancsharesLARK24,494$445,7910.07%
87Home Depot IncHD1,447$437,2260.07%
88ConocophillipsCOP3,591$430,2020.07%
89PfizerPFE12,618$418,5390.07%
90Abbott Labs ABLZF4,260$412,5810.07%
91iShares MSCI Developed Mkt ETF46435G3267,039$410,2310.07%
92Coca Cola CompanyKO7,179$401,8800.06%
93Alphabet Inc - CGOOG2,960$390,2760.06%
94Union PacificUNP1,895$385,8790.06%
95Merck & Co IncMRK3,677$378,5470.06%
96Exxon Mobil CorpXOM3,197$375,9030.06%
97Linde PlcLIN1,000$372,3500.06%
98iShares Core High Dividend ETF46429B6633,685$364,4100.06%
99Evergy Inc CorpEVRG7,023$356,0660.06%
100AbbVie IncABBV2,247$334,9380.05%
101Vertex Pharmaceuticals IncVRTX937$325,8320.05%
102Nuveen ESG Large Value ETFNU9,686$325,3410.05%
103Ark Innovation ETF00214Q1048,123$322,2280.05%
104Chevron CorpCVX1,829$308,4060.05%
105Xcel Energy IncXELLL5,210$298,1160.05%
106Simon Property Group8288061092,744$296,4340.05%
107Nuveen ESG Large Growth ETFNU4,783$286,8450.05%
108Kimberly-Clark CorpKMB2,356$284,7230.05%
109SPDR S&P MidCap 400 Index ETFMDY615$280,8340.05%
110Public Storage IncPSA-PS1,035$272,7430.04%
111iShares Russell Mid-Cap Index ETF4642874993,937$272,6490.04%
112Nuveen ESG Mid-Cap ETFNU9,564$271,9100.04%
113Middlesex Water Co5966801083,840$254,4000.04%
114Blackrock IncBLK385$248,8990.04%
115Nvidia CorpNVDA572$248,8140.04%
116Hawkins IncHWKN4,160$244,8160.04%
117Costco Wholesale 22160K105409$231,0690.04%
118ConagraCAG8,351$228,9840.04%
119iShares S&P Short-Term Natl Muni ETF4642881582,215$227,8540.04%
120iShares Russell 1000 Value ETF4642875981,476$224,1280.04%
121Nuveen ESG Mid-Cap Growth ETFNU5,890$215,9170.03%
122Bristol-Myers SquibbCELG-RI3,689$214,1100.03%
123Unitedhealth Group IncUNH416$209,7430.03%
124Ishares Inc Core MSCI Emerging Mkts ETF46434G1034,372$208,0630.03%
125American Tower REIT03027X1001,246$204,9050.03%
126National Health Investors REIT63633D1043,969$203,8480.03%
127Service Corp International8175651043,566$203,7610.03%
128Idacorp IncIDA2,166$202,8460.03%
129Nuveen ESG Small-Cap ETFNU5,492$191,2470.03%
130iShares ESG Aware MSCI Small-Cap ETF46435U6635,678$191,0740.03%
131iShares Russell 1000 Growth Index ETF464287614709$188,4630.03%
132United Parcel ServiceUPS1,199$186,8880.03%
133Honeywell International4385161061,008$186,2180.03%
134Intuitive Surgical IncISRG612$178,8810.03%
135Vanguard Mid-Cap ETF922908629846$176,1710.03%
136Arthur J Gallagher & Co363576109737$167,9840.03%
137Toronto Dominion BankTORO2,750$165,7150.03%
138Chubb LimitedCB788$164,0460.03%
139PayPal Holdings IncPYPL2,772$162,0510.03%
140Norfolk Southern Corp655844108775$152,6210.02%
141Lowes Companies Inc548661107701$145,6960.02%
142Prudential FinancialPUKPF1,400$132,8460.02%
143Facebook Inc Class AMETA407$122,1850.02%
144Wells Fargo & Co 9497461012,800$114,4080.02%
145SPDR Dow Jones Industrial Avg ETF78467X109337$112,8780.02%
146Caterpillar IncCAT391$106,7430.02%
147Lamb Weston Hldgs Inc CommonLW1,145$105,8670.02%
148Goldman Sachs Grp IncGSCE322$104,1900.02%
149iShares Core S&P Mid-Cap ETF464287507410$102,2340.02%
150OGE Energy CorpOGE3,000$99,9900.02%
151Vanguard Short-Term TIPS ETF9220208052,081$98,3680.02%
152Automatic Data ProcessingADP399$95,9910.02%
153Medtronic PLCMDT1,212$94,9720.02%
154Procter & Gamble Co742718109649$94,6630.02%
155iShares MSCI EAFE Small-Cap ETF4642882731,660$93,7400.02%
156iShares Russell Midcap Growth Index ETF4642874811,018$92,9940.01%
157Deere & CoDE240$90,5710.01%
158Commerce Bancshares IncCBSH1,829$87,7550.01%
1593M CompanyMMM925$86,5990.01%
160Archer-Daniels-MidlandADM1,135$85,6020.01%
161Bank of New York Mellon 0640581001,968$83,9350.01%
162Vanguard S&P 500 ETF922908363208$81,6820.01%
163Cummins IncCMI357$81,5600.01%
164KellanovaBEKE1,286$76,5300.01%
165iShares Russell Mid Cap Value Index ETF464287473717$74,8120.01%
166Citigroup IncC-PR1,726$70,9900.01%
167Southern Company IncSOMN1,093$70,7390.01%
168Schlumberger LtdSLB1,206$70,3100.01%
169Welltower Inc WELL850$69,6320.01%
170International Paper Co4601461031,847$65,5130.01%
171Vanguard ESG US Stock ETF921910733868$65,3070.01%
172St Joe CoJOE1,200$65,1960.01%
173iShares ESG Aware MSCI EAFE ETF46435G516943$65,1720.01%
174Oneok Inc NewOKE1,024$64,9520.01%
175IBM CorporationINTR431$60,4690.01%
176Illinois Tool Works Inc452308109261$60,1110.01%
177Realty Income CorpO1,197$59,7780.01%
178Bank Of America0605051042,135$58,4560.01%
179Eastman Chemical CoEMN745$57,1560.01%
180Discover Financial Services254709108641$55,5300.01%
181Vanguard Russell 1000 Growth ETF92206C680800$54,7520.01%
182NiSource IncNI2,141$52,8400.01%
183Vanguard Small-Cap ETF922908751275$51,9940.01%
184iShares Global Green Bond ETF46435U4401,147$51,7580.01%
185CSX CorpCSX1,629$50,0920.01%
186Sanofi ADRSNYNF908$48,7050.01%
187Packaging Corp Of America 695156109291$44,6830.01%
188Pinnacle West Capital CpPNW597$43,9870.01%
189MPLX LPMPLXP1,235$43,9290.01%
190FS KKR Capital Corp COMMONFSK2,207$43,4480.01%
191Dupont De Nemours INC CORP COMMONDD580$43,2620.01%
192Vanguard FTSE All-World Ex US Small Cap ETF922042718400$42,4800.01%
193Dow Inc. DOW814$41,9700.01%
194Biogen Idec IncBIIB163$41,8930.01%
195Walgreens Boots Alliance Inc.9314271081,877$41,7440.01%
196Halliburton CompanyHAL1,009$40,8650.01%
197Mainstreet Capital56035L1041,000$40,6300.01%
198Air Products & Chemicals IncAIIR142$40,2430.01%
199Entergy Corp NewENO435$40,2380.01%
200Clorox CompanyCLX300$39,3180.01%
201Cencora IncCOR212$38,1540.01%
202Raymond James Financial Inc754730109379$38,0630.01%
203Edison International281020107600$37,9740.01%
204Corteva INC CORP COMMONCTVA695$35,5560.01%
205Emerson ElectricEMR368$35,5380.01%
206Hp Inc CommonHPQ1,379$35,4400.01%
207Consolidated Edison IncED400$34,2120.01%
208Lauder Estee Cos Inc Class A518439104223$32,2350.01%
209Williams Companies969457100952$32,0730.01%
210Aflac IncAFL400$30,7000.00%
211United States Brent Oil Fund LPUNTCW940$30,1460.00%
212Olin Corp OLN602$30,0880.00%
213Corning IncGLW966$29,4340.00%
214Dover CorpDOV210$29,2970.00%
215Harley Davidson IncHOG878$29,0270.00%
216Vanguard Large-Cap Index ETF922908637146$28,5710.00%
217Ingredion IncINGR288$28,3390.00%
218WR Berkley CorpWRB-PH438$27,8090.00%
219FS Global Credit Opportunities FundFSCO5,073$27,4960.00%
220Invesco S&P Mid-Cap 400 Pure Growth ETFIVZ700$27,4330.00%
221Wec Energy Group Inc CommonWEC338$27,2260.00%
222iShares Russell 2000 Growth Index ETF464287648119$26,6740.00%
223Cintas Corp CommonCTAS53$25,4940.00%
224Thermo Fisher CorpTMO50$25,3090.00%
225Philip Morris Intl Inc718172109264$24,4410.00%
226Zoetis IncZTS140$24,3570.00%
227iShares Select Dividend ETF464287168220$23,6810.00%
228Travelers Co IncTRV144$23,5170.00%
229iShares iBonds 12-2024 ETF46434VBG4949$23,4690.00%
230Blackstone Group Inc Cl ABX210$22,4990.00%
231GSL PLC IIGLAXF612$22,1850.00%
232Shell PLC ADRRYDAF344$22,1470.00%
233Target CorporationTGT200$22,1140.00%
234Vodafone Group Plc ADR92857W3082,195$20,8090.00%
235Novartis AG-ADRNVSEF200$20,3720.00%
236Occidental Petroleum674599105308$19,9830.00%
237Unilever PLC ADRUNLYF400$19,7600.00%
238CenterPoint Energy IncCNP721$19,3590.00%
239AGCO CorpAGCO161$19,0430.00%
240Tetra Tech INCTTEK125$19,0040.00%
241L3harris Technologies INC CORP COMMONLHX109$18,9790.00%
242Ford Motor Company New3453708601,515$18,8160.00%
243Tesla Motors IncTSLA75$18,7670.00%
244iShares US Real Estate Index ETF464287739235$18,3630.00%
245iShares Barclays TIPS Bond ETF464287176170$17,6320.00%
246iShares S&P 100 Index ETF46428710187$17,4560.00%
247iShares Barclays 7-10 Yr Treas Bond ETF464287440180$16,4860.00%
248Texas Instruments Inc882508104100$15,9010.00%
249Nike Inc Cl BNKE165$15,7770.00%
250Hormel Foods CorpHRL413$15,7060.00%
251Kinder Morgan IncEP-PC937$15,5350.00%
252American Electrical Power Inc025537101200$15,0440.00%
253Eli Lilly & CoLLY28$15,0400.00%
254Colgate-PalmoliveCL207$14,7200.00%
255BHP Billiton Limited ADRBHPLF249$14,1630.00%
256One Gas Inc.OGS196$13,3830.00%
257Best Buy Co IncBBY180$12,5050.00%
258Waste Management Inc 94106L10981$12,3480.00%
259Salesforce.com IncCRM60$12,1670.00%
260First Energy CorpFE353$12,0660.00%
261Plains All American Pipeline LP726503105750$11,4900.00%
262iShares Russell 3000 ETF46428768946$11,3730.00%
263GE Healthcare Technologies IncGEHC159$10,8180.00%
264Strive US Energy ETF02072L722355$10,6780.00%
265iShares Financial Services ETF46428777069$10,6700.00%
266Vanguard Total Bond Index ETF921937835150$10,4670.00%
267US Bancorp NewUSB-PS315$10,4140.00%
268Amgen IncAMGN35$9,4070.00%
269Woodward IncWWD75$9,3200.00%
270Southwest Airlines844741108300$8,1210.00%
271Alexander & Baldwin Inc 014491104458$7,6620.00%
272DNP Select Income CEF23325P104800$7,6160.00%
273Vanguard Utilities ETF92204A87659$7,5250.00%
274Pacer Lunt Large-Cap Allternator ETF69374H717210$7,2340.00%
275Pacer Swan SOS Fund of Funds ETF69374H568287$6,9400.00%
276iShares S&P MidCap 400 Growth ETF46428760696$6,9350.00%
277Dominion Resources IncD150$6,7010.00%
278Vaneck Morningstar Wide Moat ETF92189F64388$6,6740.00%
279Occidental Petroleum Corp Eqy Warrant Exp 8/3/27674599162154$6,6610.00%
280Enbridge IncENNPF197$6,5380.00%
281Dick's Sporting Goods Inc 25339310260$6,5150.00%
282Innovator Int'l MSCI Power ETFINHD257$6,2050.00%
283iShares Biotechnology ETF46428755650$6,1150.00%
284Shake Shack INC SHAK100$5,8070.00%
285iShares MSCI ACWI ex U.S. ETF464288240121$5,6730.00%
286Carnival Corp New FCUKPF400$5,4880.00%
287Becton Dickinson & CoBDX20$5,1710.00%
288Walt Disney Company25468710655$4,4580.00%
289ROBO Global Artificial Intelligence ETF301505731129$4,3880.00%
290Avantis International Equity ETF02507270372$4,0070.00%
291ROBO Global ETF30150570780$4,0040.00%
292Huntington Bancshares IncHBANP337$3,5050.00%
293ROBO Global Healthcare Technology & Innovation ETF301505723126$3,1880.00%
294Alcon Ag CORP COMMONALC40$3,0820.00%
295Roku Inc Cl A CorpROKU40$2,8240.00%
296iShares Russell 2000 Index ETF46428765514$2,4740.00%
297Tyson Foods Cl ATSN46$2,3230.00%
298Pacer US Small Cap Cash Cows 100 ETF69374H85752$2,1680.00%
299Woodside Energy Group LTD ADRWOPEF89$2,0730.00%
300Boise CascadeBCC20$2,0610.00%
301Post Holdings IncPOST19$1,6290.00%
302Spirit Aerosystems Holdings INC Hldgs A 848574109100$1,6140.00%
303Elanco Animal Health IncELAN135$1,5170.00%
304Penn National Gaming INC CORP COMMONPENN58$1,3310.00%
305BRC Inc BRCC300$1,0770.00%
306Rumble Inc.RUMBW200$1,0200.00%
307Viatris Inc CorpVTRS101$9960.00%
308Electronic Arts IncEA5$6020.00%
309Escrow Altegrity Inc.021ESC017200$5400.00%
310Riot Platforms INC RIOT50$4670.00%
311Zimmer Biomet Holdings IncZBH4$4490.00%
312T.Rowe Price Group TROW4$4190.00%
313Westinghouse Air Brake Technologies Corp9297401082$2130.00%
314Nikola Corporation CORP COMMONNODK60$940.00%
315Canopy Growth Corp COMMONCGC100$780.00%
316Embecta CorpEMBC4$600.00%