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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 Q2 2024 · Filed July 12, 2024 · Accession 0001633716-24-000007

Total Value
$616.7M
Positions
297
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (297)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares S&P 500 Growth ETF464287309874,515$80.9M13.12%
2Invesco QQQ Trust ETFIVZ167,669$80.3M13.03%
3SPDR S&P 500SPY140,223$76.3M12.37%
4iShares S&P Mid-Cap 400 Growth ETF464287606807,648$71.2M11.54%
5State Street Global Advisors - BNY SPDR S&P MidCap 400 ETFMDY131,970$70.6M11.45%
6iShares iBoxx USD Inv Grade Corp Bond ETF464287242345,897$37.1M6.01%
7iShares Core S&P 50046428720065,291$35.7M5.79%
8SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF78468R663238,399$21.9M3.55%
9iShares iBoxx USD High Yield Corp Bond ETF464288513130,101$10.0M1.63%
10BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI CommISMCF153,148$3.4M0.55%
11T-Mobile US IncTMUSZ15,667$2.8M0.45%
12Micron Technology Inc.MU18,521$2.4M0.39%
13Alphabet Inc - Ordinary Shares - Class CGOOG13,004$2.4M0.39%
14Qualcomm, Inc.QCOM11,238$2.2M0.36%
15Diamondback Energy IncFANG11,081$2.2M0.36%
16KLA Corp.KLAC2,582$2.1M0.35%
17Cintas CorporationCTAS2,904$2.0M0.33%
18Costco Wholesale Corp22160K1052,376$2.0M0.33%
19Alphabet Inc - Ordinary Shares - Class AGOOG10,487$1.9M0.31%
20Meta Platforms Inc - Ordinary Shares - Class AMETA3,688$1.9M0.30%
21Chubb LimitedCB6,649$1.7M0.27%
22Hartford Financial Services Group Inc.HIG-PG16,568$1.7M0.27%
23Republic Services, Inc.7607591008,469$1.6M0.27%
24Waste Management, Inc.94106L1097,712$1.6M0.27%
25Colgate-Palmolive Co.CL16,707$1.6M0.26%
26Bank Of New York Mellon Corp06405810026,173$1.6M0.25%
27Crowdstrike Holdings Inc - Ordinary Shares - Class ACRWD4,060$1.6M0.25%
28Trane Technologies plc - Ordinary Shares - Class ATT4,530$1.5M0.24%
29American Express Co.AXP6,426$1.5M0.24%
30Elevance Health IncELV2,563$1.4M0.23%
31Intuit IncINTU2,098$1.4M0.22%
32Boston Scientific Corp.BSX17,650$1.4M0.22%
33Citigroup IncC-PR21,156$1.3M0.22%
34Applied Materials Inc.0382221055,566$1.3M0.21%
35Microsoft CorporationMSFT2,901$1.3M0.21%
36Amphenol Corp. - Ordinary Shares - Class A03209510118,827$1.3M0.21%
37Bank Of America Corp.06050510431,640$1.3M0.20%
38Lam Research Corp.LRCX1,159$1.2M0.20%
39Westinghouse Air Brake Technologies Corp9297401087,416$1.2M0.19%
40NRG Energy Inc.NRG14,813$1.2M0.19%
41Welltower Inc.WELL10,940$1.1M0.18%
42BlackRock Institutional Trust Company N.A. - BTC iShares S&P 100 ETF4642871014,282$1.1M0.18%
43Amazon.com Inc.AMZN5,822$1.1M0.18%
44Leidos Holdings IncLDOS7,700$1.1M0.18%
45Wells Fargo & Co.94974610118,815$1.1M0.18%
46Synchrony FinancialSYF-PB23,490$1.1M0.18%
47L3Harris Technologies IncLHX4,924$1.1M0.18%
48iShares Russell 1000 ETF4642876223,689$1.1M0.18%
49Vanguard Total Stock Market ETF9229087694,102$1.1M0.18%
50GE Aerospace3696043016,871$1.1M0.18%
51Progressive Corp.7433151035,254$1.1M0.18%
52iShares Russell 3000 ETF4642876893,526$1.1M0.18%
53General Dynamics Corp.GD3,733$1.1M0.18%
54Allstate Corp (The)ALL-PJ6,739$1.1M0.17%
55Intuitive Surgical IncISRG2,415$1.1M0.17%
56American International Group Inc02687478414,470$1.1M0.17%
57WestRock CoWEST21,204$1.1M0.17%
58Trade Desk Inc - Ordinary Shares - Class A88339J10510,855$1.1M0.17%
59Honeywell International Inc4385161064,941$1.1M0.17%
60Lilly(Eli) & CoLLY1,165$1.1M0.17%
61Goldman Sachs Group, Inc.GSCE2,324$1.1M0.17%
62Fifth Third BancorpFITBM28,757$1.0M0.17%
63Howmet Aerospace IncHWM13,449$1.0M0.17%
64Copart, Inc.CPRT19,243$1.0M0.17%
65iShares Russell 2000 ETF4642876555,125$1.0M0.17%
66SPDR Dow Jones Industrial Average ETF78467X1092,644$1.0M0.17%
67Netflix Inc.NFLX1,518$1.0M0.17%
68Eaton Corporation plcETN3,260$1.0M0.17%
69Fiserv, Inc.FISV6,776$1.0M0.16%
70JPMorgan Chase & Co.VYLD4,941$999,3670.16%
71Vertex Pharmaceuticals, Inc.VRTX2,115$991,3430.16%
72Dexcom IncDXCM8,687$984,9320.16%
73Paccar Inc.PCAR9,558$983,9010.16%
74Analog Devices Inc.ADI4,306$982,8880.16%
75NXP Semiconductors NVNXPI3,643$980,2950.16%
76Advanced Micro Devices Inc.AMD5,977$969,5290.16%
77Microchip Technology, Inc.MCHPP10,566$966,7890.16%
78ASML Holding NV - New York SharesASMLF940$961,3660.16%
79Regeneron Pharmaceuticals, Inc.REGN910$956,4370.16%
80Targa Resources CorpTRGP6,998$901,2020.15%
81Entergy Corp.ENO8,140$870,9800.14%
82Walmart IncWMT12,479$844,9530.14%
83Oneok Inc.OKE10,280$838,3750.14%
84Universal Health Services, Inc. - Ordinary Shares - Class B9139031004,408$815,1710.13%
85Xylem IncXYL5,895$799,5390.13%
86Cencora Inc.COR3,446$776,3840.13%
87Ecolab, Inc.ECL3,086$734,4680.12%
88Merck & Co IncMRK4,529$560,6900.09%
89OSI ETF Trust - OwShares U.S. Quality Dividend ETF00162Q38710,105$501,4120.08%
90Technology Select Sector SPDR81369Y8032,026$458,3420.07%
91Vanguard Communication Services ETF92204A8843,223$445,4190.07%
92Verizon Communications IncVZ10,512$433,5150.07%
93Consumer Discretionary Select Sector SPDR81369Y4072,365$431,3760.07%
94Consumer Staples Select Sector SPDR81369Y3085,621$430,4560.07%
95Vanguard Real Estate Index Fund ETF9229085535,112$428,1810.07%
96Utilities Select Sector SPDR81369Y8866,283$428,1240.07%
97Health Care Select Sector SPDR81369Y2092,933$427,4850.07%
98Financial Select Sector SPDR81369Y60510,196$419,1580.07%
99Industrial Select Sector SPDR81369Y7043,402$414,6020.07%
100Energy Select Sector SPDR81369Y5064,486$408,8990.07%
101Materials Select Sector SPDR81369Y1004,580$404,4600.07%
102General Motors Company37045V1008,642$401,5070.07%
103Marsh & McLennan Cos., Inc.5717481021,860$391,9390.06%
104Procter & Gamble Co.7427181092,345$386,7370.06%
105Casey`s General Stores, Inc.1475281031,008$384,6120.06%
106Freeport-McMoRan IncFCX7,672$372,8590.06%
107Texas Roadhouse IncTXRH2,096$359,9040.06%
108Visa Inc - Ordinary Shares - Class AV1,342$352,2350.06%
109Mastercard Incorporated - Ordinary Shares - Class AMA796$351,1630.06%
110Lowe`s Cos., Inc.5486611071,554$342,5950.06%
111Johnson & JohnsonJNJ2,337$341,5760.06%
112Woodward IncWWD1,916$334,1120.05%
113Booz Allen Hamilton Holding Corp - Ordinary Shares - Class ABAH2,067$318,1110.05%
114Godaddy Inc - Ordinary Shares - Class AGDDY2,264$316,3030.05%
115Skechers U S A, Inc. - Ordinary Shares - Class A8305661054,544$314,0810.05%
116Ares Management Corp - Ordinary Shares - Class AARES-PB2,343$312,2750.05%
117Reinsurance Group Of America, Inc.7593516041,515$310,9840.05%
118Spotify Technology S.A.SPOT975$305,9450.05%
119Pure Storage Inc - Ordinary Shares - Class A74624M1024,711$302,4930.05%
120Carlisle Companies Inc.142339100746$302,2870.05%
121Aflac Inc.AFL3,308$295,4370.05%
122Pentair plcPNR3,760$288,2790.05%
123Caterpillar Inc.CAT864$287,7980.05%
124Kirby Corp.KEX2,376$284,4780.05%
125T. Rowe Price Group Inc.TROW2,457$283,3170.05%
126Murphy USA IncMUSA602$282,6150.05%
127Caci International Inc. - Registered Shares - Class A127190304642$276,1430.04%
128Target CorpTGT1,836$271,8010.04%
129A.O. Smith Corp.AOS3,304$270,2010.04%
130NextEra Energy IncNEE-PW3,787$268,1570.04%
131Genuine Parts Co.GPC1,912$264,4680.04%
132OSI ETF Trust - O`Shares Global Internet Giants ETF00162Q3616,663$262,4390.04%
133Sherwin-Williams Co.SHW877$261,7230.04%
134W.W. Grainger Inc.384802104290$261,6500.04%
135OSI ETF Trust - OShares U.S. Small-Cap Quality Dividend ETF00162Q3956,169$254,3480.04%
136C.H. Robinson Worldwide, Inc.CHRW2,884$254,1380.04%
137Emerson Electric Co.EMR2,302$253,5880.04%
138Nucor Corp.NUE1,571$248,3440.04%
139OSI ETF Trust - OShares Europe Quality Dividend ETF00162Q3798,187$247,8880.04%
140Cardinal Health, Inc.CAH2,520$247,7660.04%
141Curtiss-Wright Corp.CW912$247,1340.04%
142Amcor PlcAMCCF24,758$242,1330.04%
143Berkshire Hathaway Inc. - Ordinary Shares - Class BBRK-A583$237,1640.04%
144Unilever plc - ADRUNLYF4,295$236,1820.04%
145West Pharmaceutical Services, Inc.955306105712$234,5260.04%
146Reynolds Consumer Products Inc76171L1068,253$230,9190.04%
147Keurig Dr Pepper IncKDP6,835$228,2890.04%
148Ametek IncAME1,364$227,3920.04%
149Vanguard FTSE Emerging Markets ETF9220428585,149$225,3200.04%
150Vanguard FTSE All-World ex-US ETF9220427753,807$223,2420.04%
151BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Pacific4642866655,161$221,9230.04%
152iShares MSCI Japan ETF46434G8223,221$219,8010.04%
153Vanguard FTSE All-World Ex-US Small Capital Index9220427181,862$218,7660.04%
154iShares MSCI EAFE ETF4642874652,772$217,1310.04%
155Loews Corp.L2,904$217,0450.04%
156BlackRock Institutional Trust Company N.A. - BTC iShares Europe ETF4642878613,937$215,5900.03%
157BlackRock Institutional Trust Company N.A. - BTC iShares Latin America4642873908,661$214,4460.03%
158Linde Plc.LIN478$209,7510.03%
159Cboe Global Markets Inc.12503M1081,230$209,1740.03%
160Best Buy Co. Inc.BBY2,478$208,8710.03%
161Cirrus Logic, Inc.CRUS1,613$205,9160.03%
162Tractor Supply Co.TSCO757$204,3900.03%
163Cummins Inc.CMI730$202,1590.03%
164Verisign Inc.VRSN1,136$201,9810.03%
165Truist Financial Corporation89832Q1095,111$198,5620.03%
166Marathon Petroleum CorpMARA1,127$195,5120.03%
167Amdocs LtdDOX2,407$189,9600.03%
168Nasdaq Inc - Ordinary Shares - 144ANDAQ3,149$189,7590.03%
169AT&T, Inc.T-PC9,877$188,7490.03%
170Moody`s Corp.MCO445$187,3140.03%
171Jones Lang Lasalle Inc.JLL908$186,3940.03%
172PNC Financial Services Group Inc6934751051,196$185,9540.03%
173Metlife IncMET-PF2,602$182,6340.03%
174Huntington Bancshares, Inc.HBANP13,780$181,6200.03%
175Duke Energy Corp.DUKB1,781$178,5100.03%
176Owens CorningOC1,023$177,7160.03%
177Assurant IncAIZN1,066$177,2230.03%
178TJX Companies, Inc.8725401091,574$173,2970.03%
179W.R. Berkley Corp.WRB-PH1,986$156,0600.03%
180Avery Dennison Corp.AVY712$155,6790.03%
181O`Reilly Automotive, Inc.67103H107147$155,2410.03%
182Sysco Corp.SYY1,971$140,7100.02%
183Unitedhealth Group IncUNH254$129,3520.02%
184Walgreens Boots Alliance Inc93142710810,677$129,1390.02%
185Commvault Systems IncCVLT881$107,1030.02%
186Skywest Inc.SKYW1,211$99,3870.02%
187BGC Group Inc - Ordinary Shares - Class ABGC11,612$96,3800.02%
188Altria Group Inc.MO2,115$96,3380.02%
189Southern CompanySOMN1,224$94,9460.02%
190Donaldson Co. Inc.DCI1,245$89,0920.01%
191Centerpoint Energy Inc.CNP2,786$86,3100.01%
192Otter Tail CorporationOTTR967$84,7000.01%
193Waste Connections IncWCN478$83,8220.01%
194AeroVironment Inc.AVAV453$82,5180.01%
195Lennar Corp. - Ordinary Shares - Class ALEN-B546$81,8290.01%
196AECOMACM921$81,1770.01%
197American Electric Power Company Inc.025537101913$80,1070.01%
198Edison International2810201071,101$79,0630.01%
199FTAI Aviation Ltd - Ordinary Shares - Class AFTAIN760$78,4550.01%
200DTE Energy Co.DTK704$78,1510.01%
201Home Depot, Inc.HD225$77,4540.01%
202Graco Inc.GGG968$76,7430.01%
203Ceco Environmental Corp.CECO2,504$72,2400.01%
204Adma Biologics IncADMA6,278$70,1880.01%
205FormFactor Inc.FORM1,079$65,3120.01%
206Stride IncLRN900$63,4500.01%
207SPX Technologies IncSPXC445$63,2520.01%
208Tutor Perini CorpTPC2,885$62,8350.01%
209Enerpac Tool Group Corp - Ordinary Shares - Class AEPAC1,641$62,6530.01%
210Archrock IncAROC3,071$62,0960.01%
211PlayAGS Inc72814N1045,377$61,8360.01%
212Abercrombie & Fitch Co. - Ordinary Shares - Class AANF347$61,7100.01%
213Universal Technical Institute IncUTI3,904$61,4100.01%
214Mr. Cooper Group Inc62482R107750$60,9230.01%
215Geo Group, Inc.GEO4,166$59,8240.01%
216Hawkins IncHWKN655$59,6050.01%
217EverQuote Inc - Ordinary Shares - Class AEVER2,830$59,0340.01%
218Genco Shipping & Trading LimitedGNK2,692$57,3670.01%
219Onto Innovation Inc.ONTO261$57,3050.01%
220Century Aluminum Co.CENX3,384$56,6820.01%
221Impinj IncPI361$56,5940.01%
222Perdoceo Education CorporationPRDO2,589$55,4560.01%
223CRA International Inc.12618T105320$55,1100.01%
224Strategic Education IncSTRA495$54,7770.01%
225Itron Inc.ITRI543$53,7350.01%
226Camtek LtdCAMT336$42,0810.01%
227MakeMyTrip LtdMMYT466$39,1910.01%
228Nova LtdNVMI158$37,0560.01%
229NAPCO Security Technologies Inc630402105711$36,9360.01%
230Heartland Financial USA, Inc.42234Q102828$36,8050.01%
231Preferred Bank (Los Angeles, CA)740367404478$36,0840.01%
232Descartes Systems Group Inc249906108368$35,6370.01%
233East West Bancorp, Inc.EWBC483$35,3700.01%
234Ares Capital CorpARCC1,695$35,3240.01%
235Popular Inc.BPOPM399$35,2840.01%
236Lamar Advertising Co - Ordinary Shares - Class ALAMR293$35,0220.01%
237LendingTree Inc.TREE833$34,6440.01%
238Abbott LaboratoriesABLZF330$34,2900.01%
239Cigna Group (The)125523100103$34,0490.01%
240Union Pacific Corp.UNP150$33,9390.01%
241Interactive Brokers Group Inc - Ordinary Shares - Class A45841N107276$33,8380.01%
242Tetra Tech, Inc.TTEK164$33,5350.01%
243Neurocrine Biosciences, Inc.NBIX243$33,4540.01%
244Star Bulk Carriers CorpSBLK1,356$33,0590.01%
245SLM Corp.SLMBP1,587$32,9940.01%
246Trip.com Group Ltd - ADRTRPCF698$32,8060.01%
247Golub Capital BDC Inc38173M1022,055$32,2840.01%
248Flex LtdFLEX1,075$31,7020.01%
249NVR Inc.NVR4$30,3540.00%
250RTX CorpRTX282$28,3100.00%
251Walt Disney Co (The)254687106282$28,0000.00%
252First Bancorp PR3186727061,340$24,5090.00%
253Nike, Inc. - Ordinary Shares - Class BNKE323$24,3450.00%
254Matson IncMATX182$23,8370.00%
255Select Water Solutions Inc - Ordinary Shares - Class AWTTR2,220$23,7540.00%
256Costamare IncCMRE-PC1,444$23,7250.00%
257Modine Manufacturing Co.607828100235$23,5450.00%
258Carpenter Technology Corp.CRS212$23,2310.00%
259Applied Industrial Technologies Inc.03820C105119$23,0860.00%
260HNI Corp.HNI510$22,9600.00%
261National Health Investors, Inc.63633D104338$22,8930.00%
262Federal Signal Corp.FSS269$22,5070.00%
263CareTrust REIT IncCTRE895$22,4650.00%
264Primo Water Corporation74167P1081,021$22,3190.00%
265Blue Bird CorpBLBD414$22,2940.00%
266Palomar Holdings IncPLMR272$22,0730.00%
267AZZ IncAZZ284$21,9390.00%
268Integer Holdings CorpITGR186$21,5370.00%
269Liberty Energy Inc - Ordinary Shares - Class ALBRT1,018$21,2660.00%
270Kontoor Brands IncKTB313$20,7050.00%
271Victory Capital Holdings Inc - Ordinary Shares - Class A92645B103428$20,4280.00%
272Dycom Industries, Inc.267475101116$19,5760.00%
273Warrior Met Coal IncHCC307$19,2700.00%
274CoreCivic IncCXW1,470$19,0810.00%
275Apple IncAAPL30$6,3190.00%
276ServiceNow IncNOW8$6,2930.00%
277Adobe IncADBE11$6,1110.00%
278S&P Global IncSPGI12$5,3520.00%
279Salesforce IncCRM20$5,1420.00%
280NVIDIA CorpNVDA40$4,9420.00%
281Hewlett Packard Enterprise CoHPE-PC179$3,7890.00%
282HP IncHPQ99$3,4670.00%
283Hasbro, Inc.HAS58$3,3930.00%
284Avangrid Inc05351W10393$3,3040.00%
285Starbucks Corp.SBUX31$2,4130.00%
286Accenture plc - Ordinary Shares - Class AACN7$2,1240.00%
287Intel Corp.INTC66$2,0440.00%
288Equinix IncEQIX2$1,5130.00%
289PepsiCo IncPEP9$1,4840.00%
290Eversource EnergyES25$1,4180.00%
291Biogen IncBIIB6$1,3910.00%
292Keysight Technologies IncKEYS10$1,3680.00%
293Medtronic PlcMDT17$1,3380.00%
294PayPal Holdings IncPYPL23$1,3350.00%
295Dow IncDOW25$1,3260.00%
296Agilent Technologies Inc.A10$1,2960.00%
297Illumina IncILMN10$1,0440.00%