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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

USA FINANCIAL FORMULAS

Quarter ended Q1 2024 · Filed April 30, 2024 · Accession 0001633716-24-000004

Total Value
$616.8M
Positions
300
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (300)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares S&P 500 Growth ETF464287309902,698$76.2M12.36%
2Invesco QQQ Trust ETFIVZ167,476$74.4M12.06%
3SPDR S&P 500SPY140,710$73.6M11.93%
4iShares S&P 500 Value ETF464287408385,722$72.1M11.68%
5SPDR Dow Jones Industrial Average ETF78467X109179,692$71.5M11.59%
6iShares Core S&P 50046428720079,823$42.0M6.80%
7iShares iBoxx USD Inv Grade Corp Bond ETF464287242310,375$33.8M5.48%
8SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF78468R663228,580$21.0M3.40%
9iShares iBoxx USD High Yield Corp Bond ETF464288513133,507$10.4M1.68%
10T-Mobile US IncTMUSZ16,675$2.7M0.44%
11Paccar IncPCAR19,583$2.4M0.39%
12Cintas CorporationCTAS3,512$2.4M0.39%
13CDW CorpCDW8,699$2.2M0.36%
14Cadence Design Systems, IncCDNS6,876$2.1M0.35%
15Intuit IncINTU3,212$2.1M0.34%
16Meta Platforms Inc - Ordinary Shares - Class AMETA4,218$2.0M0.33%
17NVIDIA CorpNVDA2,250$2.0M0.33%
18Hartford Financial Services Group IncHIG-PG18,939$2.0M0.32%
19Amazoncom IncAMZN10,658$1.9M0.31%
20Costco Wholesale Corp22160K1052,593$1.9M0.31%
21Ross Stores, IncROST12,688$1.9M0.30%
22Vertex Pharmaceuticals, IncVRTX4,161$1.7M0.28%
23Chubb LimitedCB6,637$1.7M0.28%
24KLA CorpKLAC2,351$1.6M0.27%
25Alphabet Inc - Ordinary Shares - Class CGOOG10,507$1.6M0.26%
26NRG Energy IncNRG23,234$1.6M0.25%
27Assurant IncAIZN8,328$1.6M0.25%
28Cboe Global Markets Inc12503M1088,183$1.5M0.24%
29WR Berkley CorpWRB-PH16,859$1.5M0.24%
30Republic Services, Inc7607591007,627$1.5M0.24%
31Trane Technologies plc - Ordinary Shares - Class ATT4,722$1.4M0.23%
32Allstate Corp (The)ALL-PJ8,078$1.4M0.23%
33Bank Of New York Mellon Corp06405810024,099$1.4M0.23%
34Textron IncTXT14,369$1.4M0.22%
35Phillips 66PSX8,429$1.4M0.22%
36General Electric Co3696043017,828$1.4M0.22%
37News Corp - Ordinary Shares - Class ANWSLL50,786$1.3M0.22%
38Leidos Holdings IncLDOS9,888$1.3M0.21%
39ServiceNow IncNOW1,672$1.3M0.21%
40PTC IncPTC6,734$1.3M0.21%
41Molina Healthcare IncMOH3,090$1.3M0.21%
42General Dynamics CorpGD4,469$1.3M0.20%
43Packaging Corp Of America6951561096,628$1.3M0.20%
44Qualcomm, IncQCOM7,381$1.2M0.20%
45Visa Inc - Ordinary Shares - Class AV4,434$1.2M0.20%
46Microsoft CorporationMSFT2,885$1.2M0.20%
47BlackRock Institutional Trust Company NA - BTC iShares S&P 100 ETF4642871014,903$1.2M0.20%
48Vanguard Total Stock Market ETF9229087694,659$1.2M0.20%
49Applied Materials Inc0382221055,860$1.2M0.20%
50iShares Russell 1000 ETF4642876224,193$1.2M0.20%
51iShares Russell 2000 ETF4642876555,738$1.2M0.20%
52iShares Russell 3000 ETF4642876894,009$1.2M0.20%
53Berkshire Hathaway Inc - Ordinary Shares - Class BBRK-A2,785$1.2M0.19%
54Workday Inc - Ordinary Shares - Class AWDAY4,258$1.2M0.19%
55Gartner, IncIT2,394$1.1M0.19%
56Amphenol Corp - Ordinary Shares - Class A0320951019,618$1.1M0.18%
57Roper Technologies IncROP1,965$1.1M0.18%
58Alphabet Inc - Ordinary Shares - Class AGOOG7,231$1.1M0.18%
59Advanced Micro Devices IncAMD5,914$1.1M0.17%
60TJX Companies, Inc87254010910,496$1.1M0.17%
61Lilly(Eli) & CoLLY1,345$1.0M0.17%
62Copart, IncCPRT18,053$1.0M0.17%
63Costar Group, IncCSGP10,788$1.0M0.17%
64Lam Research CorpLRCX1,070$1.0M0.17%
65Fiserv, IncFISV6,288$1.0M0.16%
66Progressive Corp7433151034,842$1.0M0.16%
67Adobe IncADBE1,984$1.0M0.16%
68Jacobs Solutions IncJ6,269$963,7330.16%
69Globe Life IncGL-PD8,242$959,1220.16%
70Ralph Lauren Corp - Ordinary Shares - Class ARL5,088$955,3230.15%
71CSX CorpCSX25,546$946,9900.15%
72Eaton Corporation plcETN3,026$946,1700.15%
73Cencora IncCOR3,759$913,3990.15%
74AMGEN IncAMGN3,180$904,1380.15%
75Autodesk IncADSK3,471$903,9180.15%
76Arista Networks IncANET3,107$900,9680.15%
77Electronic Arts, IncEA6,770$898,1760.15%
78Intuitive Surgical IncISRG2,240$893,9620.14%
79Netflix IncNFLX1,450$880,6290.14%
80NXP Semiconductors NVNXPI3,550$879,5840.14%
81PDD Holdings Inc - ADRPDD7,546$877,2230.14%
82Parker-Hannifin CorpPH1,570$872,5900.14%
83Palo Alto Networks IncPANW3,023$858,9250.14%
84Jabil IncJBL6,401$857,4140.14%
85Synopsys, IncSNPS1,440$822,9600.13%
86Regeneron Pharmaceuticals, IncREGN852$820,0410.13%
87Idexx Laboratories, Inc45168D1041,501$810,4350.13%
88Ecolab, IncECL3,449$796,3740.13%
89ASML Holding NV - New York SharesASMLF810$786,0810.13%
90Lululemon Athletica incLULU1,941$758,2520.12%
91Colgate-Palmolive CoCL5,988$539,2190.09%
92Waste Management, Inc94106L1092,496$532,0220.09%
93Energy Select Sector SPDR81369Y5065,630$531,5280.09%
94Materials Select Sector SPDR81369Y1005,661$525,8500.09%
95Industrial Select Sector SPDR81369Y7044,106$517,1920.08%
96Financial Select Sector SPDR81369Y60512,055$507,7570.08%
97Consumer Discretionary Select Sector SPDR81369Y4072,686$493,9290.08%
98Bank Of America Corp06050510412,966$491,6710.08%
99Technology Select Sector SPDR81369Y8032,359$491,3090.08%
100Health Care Select Sector SPDR81369Y2093,320$490,4640.08%
101Vanguard Communication Services ETF92204A8843,736$490,2380.08%
102Consumer Staples Select Sector SPDR81369Y3086,361$485,7260.08%
103Vanguard Real Estate Index Fund ETF9229085535,614$485,4990.08%
104Lowe`s Cos, Inc5486611071,864$474,8170.08%
105OSI ETF Trust - OwShares US Quality Dividend ETF00162Q3879,384$463,6630.08%
106American Express CoAXP2,018$459,4780.07%
107General Motors Company37045V1009,690$439,4420.07%
108Vistra CorpVST6,255$435,6610.07%
109Walt Disney Co (The)2546871063,534$432,4200.07%
110Merck & Co IncMRK3,259$430,0250.07%
111Abbott LaboratoriesABLZF3,750$426,2250.07%
112Procter & Gamble Co7427181092,505$406,4360.07%
113Vertiv Holdings Co - Ordinary Shares - Class AVRT4,914$401,3260.07%
114Walmart IncWMT6,315$379,9740.06%
115Pentair plcPNR4,323$369,3570.06%
116Marsh & McLennan Cos, Inc5717481021,779$366,4380.06%
117Nucor CorpNUE1,842$364,5320.06%
118Reinsurance Group Of America, Inc7593516041,876$361,8430.06%
119Caterpillar IncCAT986$361,3000.06%
120Woodward IncWWD2,325$358,3290.06%
121WW Grainger Inc384802104349$355,0380.06%
122Target CorpTGT1,982$351,2300.06%
123Accenture plc - Ordinary Shares - Class AACN1,012$350,7690.06%
124Ares Management Corp - Ordinary Shares - Class AARES-PB2,620$348,4080.06%
125Armstrong World Industries Inc04247X1022,792$346,8220.06%
126Evercore Inc - Ordinary Shares - Class AEVR1,799$346,4690.06%
127Emcor Group, IncEME989$346,3480.06%
128Acuity Brands, IncAYI1,279$343,7060.06%
129BWX Technologies IncBWXT3,333$342,0320.06%
130T Rowe Price Group IncTROW2,804$341,8640.06%
131XPO IncXPO2,798$341,4400.06%
132AO Smith CorpAOS3,814$341,2000.06%
133Genuine Parts CoGPC2,202$341,1560.06%
134Sherwin-Williams CoSHW978$339,6890.06%
135Aflac IncAFL3,955$339,5760.06%
136Assured Guaranty LtdAGO3,854$336,2620.05%
137Casey`s General Stores, Inc1475281031,046$333,0990.05%
138West Pharmaceutical Services, Inc955306105828$327,6480.05%
139Lennox International Inc526107107665$325,0250.05%
140Cardinal Health, IncCAH2,895$323,9510.05%
141KKR & Co IncKKRT3,210$322,8620.05%
142Albemarle CorpALB-PA2,393$315,2540.05%
143ITT IncITT2,315$314,9090.05%
144Carlisle Companies Inc142339100803$314,6560.05%
145JPMorgan Chase & CoVYLD1,536$307,6610.05%
146Curtiss-Wright CorpCW1,199$306,8720.05%
147Stanley Black & Decker IncSWK3,119$305,4440.05%
148Emerson Electric CoEMR2,664$302,1510.05%
149Deckers Outdoor CorpDECK319$300,2620.05%
150Houlihan Lokey Inc - Ordinary Shares - Class AHLI2,335$299,3240.05%
151Synchrony FinancialSYF-PB6,760$291,4910.05%
152Franklin Resources, IncBEN10,352$290,9950.05%
153Owens CorningOC1,716$286,2290.05%
154Pure Storage Inc - Ordinary Shares - Class A74624M1025,455$283,6050.05%
155Murphy USA IncMUSA675$282,9600.05%
156Fifth Third BancorpFITBM7,584$282,2010.05%
157Walgreens Boots Alliance Inc93142710812,728$276,0700.04%
158Boston Scientific CorpBSX3,940$269,8510.04%
159Moody`s CorpMCO654$257,0420.04%
160BlackRock Institutional Trust Company NA - BTC iShares Europe ETF4642878614,505$250,7930.04%
161Salesforce IncCRM829$249,6780.04%
162iShares MSCI EAFE ETF4642874653,122$249,3230.04%
163iShares MSCI Japan ETF46434G8223,483$248,5120.04%
164Vanguard FTSE All-World ex-US ETF9220427754,233$248,2650.04%
165Vanguard FTSE All-World Ex-US Small Capital Index9220427182,121$247,8180.04%
166Coca-Cola CoKO4,047$247,5950.04%
167BlackRock Institutional Trust Company NA - BTC iShares Latin America4642873908,621$245,1810.04%
168Vanguard FTSE Emerging Markets ETF9220428585,861$244,8140.04%
169BlackRock Institutional Trust Company NA - BTC iShares MSCI Pacific4642866655,709$244,4020.04%
170OSI ETF Trust - OShares US Small-Cap Quality Dividend ETF00162Q3955,729$243,8840.04%
171Verisign IncVRSN1,269$240,4880.04%
172Amdocs LtdDOX2,632$237,8540.04%
173Unilever plc - ADRUNLYF4,738$237,8000.04%
174OSI ETF Trust - O`Shares Global Internet Giants ETF00162Q3616,185$237,0710.04%
175Keurig Dr Pepper IncKDP7,706$236,3430.04%
176Johnson & JohnsonJNJ1,479$233,9630.04%
177McDonald`s CorpMCD829$233,7370.04%
178OSI ETF Trust - OShares Europe Quality Dividend ETF00162Q3797,601$228,6570.04%
179Union Pacific CorpUNP720$177,0700.03%
180Cigna Group (The)125523100459$166,7040.03%
181BlackRock Institutional Trust Company NA - BTC iShares S&P GSCI CommISMCF7,148$157,6850.03%
182Mastercard Incorporated - Ordinary Shares - Class AMA259$124,7270.02%
183Lennar Corp - Ordinary Shares - Class ALEN-B725$124,6860.02%
184Westinghouse Air Brake Technologies Corp929740108843$122,8080.02%
185Donaldson Co IncDCI1,642$122,6250.02%
186Graco IncGGG1,308$122,2460.02%
187AECOMACM1,225$120,1480.02%
188Skywest IncSKYW1,739$120,1300.02%
189TE Connectivity Ltd - Registered SharesTEL823$119,5330.02%
190Equinix IncEQIX143$118,0220.02%
191BGC Group Inc - Ordinary Shares - Class ABGC15,187$118,0030.02%
192Elevance Health IncELV227$117,7090.02%
193Home Depot, IncHD304$116,6140.02%
194Hilton Worldwide Holdings IncHLT543$115,8270.02%
195Southern CompanySOMN1,612$115,6450.02%
196Waste Connections IncWCN671$115,4190.02%
197Franklin Electric Co, IncFELE1,066$113,8590.02%
198Ametek IncAME620$113,3980.02%
199MSC Industrial Direct Co, Inc - Ordinary Shares - Class A5535301061,164$112,9550.02%
200PC Connection, IncCNXN1,690$111,4220.02%
201PNM Resources IncTXNM2,911$109,5700.02%
202McGrath RentcorpMGRC875$107,9490.02%
203O`Reilly Automotive, Inc67103H10795$107,2440.02%
204Sysco CorpSYY1,310$106,3460.02%
205Centerpoint Energy IncCNP3,626$103,3050.02%
206Paychex IncPAYX836$102,6610.02%
207Oge Energy CorpOGE2,987$102,4540.02%
208Darden Restaurants, IncDRI588$98,2840.02%
209Unitedhealth Group IncUNH194$95,9720.02%
210Geo Group, IncGEO5,930$83,7320.01%
211FTAI Aviation Ltd - Ordinary Shares - Class AFTAIN1,189$80,0200.01%
212Archrock IncAROC3,904$76,7920.01%
213AZZ IncAZZ963$74,4500.01%
214Universal Technical Institute IncUTI4,605$73,4040.01%
215Preferred Bank (Los Angeles, CA)740367404939$72,0870.01%
216CoreCivic IncCXW4,611$71,9780.01%
217Kelly Services, Inc - Ordinary Shares - Class ABEKE2,857$71,5390.01%
218HNI CorpHNI1,580$71,3050.01%
219Griffon CorpGFF971$71,2130.01%
220Koppers Holdings IncKOP1,286$70,9490.01%
221ASGN IncASGN673$70,5030.01%
222Golden Ocean Group LimitedNVGLF5,395$69,9190.01%
223Applied Industrial Technologies Inc03820C105352$69,5380.01%
224Heidrick & Struggles International, Inc4228191022,042$68,7340.01%
225Ensign Group IncENSG542$67,4360.01%
226American Woodmark CorpAMWD663$67,4010.01%
227Light & Wonder IncLAWIL660$67,3790.01%
228ArcBest CorpARCB468$66,6900.01%
229Donnelley Financial Solutions Inc25787G1001,064$65,9790.01%
230Patrick Industries, Inc703343103548$65,4700.01%
231NVR IncNVR8$64,8000.01%
232Hibbett Inc428567101842$64,6740.01%
233Abercrombie & Fitch Co - Ordinary Shares - Class AANF496$62,1640.01%
234Kadant, IncKAI188$61,6830.01%
235American Coastal Insurance CorpACIC5,738$61,3390.01%
236Bancorp Inc (The)TBBK1,606$53,7370.01%
237MakeMyTrip LtdMMYT736$52,2930.01%
238Best Buy Co IncBBY610$50,0380.01%
239Intel CorpINTC1,115$49,2500.01%
240Golub Capital BDC Inc38173M1022,959$49,2080.01%
241Capital Southwest CorpCSWC1,908$47,6240.01%
242Wintrust Financial Corp97650W108447$46,6620.01%
243Neurocrine Biosciences, IncNBIX330$45,5140.01%
244Camtek LtdCAMT540$45,2360.01%
245Flex LtdFLEX1,552$44,4030.01%
246Grand Canyon Education IncLOPE318$43,3150.01%
247Lincoln Electric Holdings, Inc533900106163$41,6370.01%
248Erie Indemnity Co - Ordinary Shares - Class A29530P10299$39,7550.01%
249Axon Enterprise IncAXON124$38,7970.01%
250Saia IncSAIA65$38,0250.01%
251Nike, Inc - Ordinary Shares - Class BNKE325$30,5440.00%
252HCI Group IncHCIIP243$28,2070.00%
253Mr Cooper Group Inc62482R107347$27,0490.00%
254Enerpac Tool Group Corp - Ordinary Shares - Class AEPAC748$26,6740.00%
255REV Group Inc7495271071,206$26,6410.00%
256Federal Signal CorpFSS308$26,1400.00%
257Caleres IncCAL636$26,0950.00%
258SunCoke Energy IncSXC2,297$25,8870.00%
259Collegium Pharmaceutical IncCOLL660$25,6210.00%
260First Bancorp PR3186727061,455$25,5210.00%
261SPX Technologies IncSPXC207$25,4880.00%
262Urban Outfitters, IncURBN581$25,2270.00%
263Healthequity IncHQY303$24,7340.00%
264Stride IncLRN390$24,5900.00%
265Matson IncMATX215$24,1660.00%
266Liberty Energy Inc - Ordinary Shares - Class ALBRT1,157$23,9730.00%
267Installed Building Products Inc45780R10192$23,8030.00%
268Uranium Energy CorpUEC3,508$23,6790.00%
269Appfolio Inc - Ordinary Shares - Class AAPPF92$22,7000.00%
270Onto Innovation IncONTO119$21,5490.00%
271Dow IncDOW294$17,0310.00%
272Super Micro Computer IncSMCI16$16,1600.00%
273Illumina IncILMN115$15,7920.00%
274Duke Energy CorpDUKB163$15,7640.00%
275S&P Global IncSPGI37$15,7420.00%
276Apple IncAAPL88$15,0900.00%
277Marathon Petroleum CorpMARA18$3,6270.00%
278Avangrid Inc05351W10393$3,3890.00%
279Hasbro, IncHAS58$3,2780.00%
280Hewlett Packard Enterprise CoHPE-PC179$3,1740.00%
281Verizon Communications IncVZ72$3,0210.00%
282HP IncHPQ99$2,9920.00%
283Starbucks CorpSBUX31$2,8330.00%
284Freeport-McMoRan IncFCX39$1,8340.00%
285Micron Technology IncMU15$1,7680.00%
286RTX CorpRTX17$1,6580.00%
287Citigroup IncC-PR26$1,6440.00%
288PepsiCo IncPEP9$1,5750.00%
289Keysight Technologies IncKEYS10$1,5640.00%
290PayPal Holdings IncPYPL23$1,5410.00%
291Truist Financial Corporation89832Q10939$1,5200.00%
292Eversource EnergyES25$1,4940.00%
293Edison International28102010721$1,4850.00%
294Medtronic PlcMDT17$1,4820.00%
295Cummins IncCMI5$1,4730.00%
296American Electric Power Company Inc02553710117$1,4640.00%
297Agilent Technologies IncA10$1,4550.00%
298Biogen IncBIIB6$1,2940.00%
299Expeditors International Of Washington, Inc30213010910$1,2160.00%
300PPG Industries, Inc6935061078$1,1590.00%