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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 Q3 2024 · Filed October 8, 2024 · Accession 0001633716-24-000009

Total Value
$643.1M
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares MSCI EAFE ETF464287465977,879$81.8M12.72%
2SPDR S&P 500SPY140,772$80.8M12.56%
3iShares S&P 500 Growth ETF464287309838,089$80.2M12.48%
4Invesco QQQ Trust ETFIVZ163,155$79.6M12.38%
5iShares S&P Mid-Cap 400 Growth ETF464287606843,148$77.5M12.05%
6iShares iBoxx USD Inv Grade Corp Bond ETF464287242399,781$45.2M7.02%
7iShares Core S&P 50046428720061,184$35.3M5.49%
8SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF78468R663244,578$22.5M3.49%
9iShares iBoxx USD High Yield Corp Bond ETF464288513133,048$10.7M1.66%
10T-Mobile US IncTMUSZ15,761$3.3M0.51%
11NVIDIA CorpNVDA25,481$3.1M0.48%
12Broadcom IncAVGO16,927$2.9M0.45%
13Cintas CorporationCTAS13,477$2.8M0.43%
14Intuitive Surgical IncISRG4,463$2.2M0.34%
15Costco Wholesale Corp22160K1052,315$2.1M0.32%
16Alphabet Inc - Ordinary Shares - Class CGOOG12,249$2.0M0.32%
17Bank Of New York Mellon Corp06405810025,490$1.8M0.28%
18American Express Co.AXP6,560$1.8M0.28%
19PayPal Holdings IncPYPL22,563$1.8M0.27%
20Ecolab, Inc.ECL6,696$1.7M0.27%
21Apple IncAAPL7,260$1.7M0.26%
22Bank Of America Corp.06050510441,090$1.6M0.25%
23Trane Technologies plc - Ordinary Shares - Class ATT4,065$1.6M0.25%
24Colgate-Palmolive Co.CL15,126$1.6M0.24%
25Republic Services, Inc.7607591007,615$1.5M0.24%
26Hasbro, Inc.HAS20,984$1.5M0.24%
27Trade Desk Inc - Ordinary Shares - Class A88339J10513,609$1.5M0.23%
28Analog Devices Inc.ADI6,377$1.5M0.23%
29Alphabet Inc - Ordinary Shares - Class AGOOG8,713$1.4M0.22%
30Amphenol Corp. - Ordinary Shares - Class A03209510121,805$1.4M0.22%
31American Electric Power Company Inc.02553710113,805$1.4M0.22%
32Fifth Third BancorpFITBM32,883$1.4M0.22%
33Keurig Dr Pepper IncKDP37,317$1.4M0.22%
34Boston Scientific Corp.BSX16,654$1.4M0.22%
35Netflix Inc.NFLX1,937$1.4M0.21%
36Honeywell International Inc4385161066,640$1.4M0.21%
37Palo Alto Networks IncPANW3,947$1.3M0.21%
38Electronic Arts, Inc.EA9,395$1.3M0.21%
39Coca-Cola CoKO18,737$1.3M0.21%
40Verisk Analytics IncVRSK4,986$1.3M0.21%
41AMGEN Inc.AMGN4,131$1.3M0.21%
42Progressive Corp.7433151035,108$1.3M0.20%
43Astrazeneca plc - ADRAZN16,554$1.3M0.20%
44General Motors Company37045V10028,756$1.3M0.20%
45GE Aerospace3696043016,739$1.3M0.20%
46Corning, Inc.GLW27,812$1.3M0.20%
47JPMorgan Chase & Co.VYLD5,949$1.3M0.20%
48Royal Caribbean GroupV7780T1036,865$1.2M0.19%
49Leidos Holdings IncLDOS7,338$1.2M0.19%
50Walmart IncWMT14,755$1.2M0.19%
51M & T Bank Corp55261F1046,584$1.2M0.18%
52Synchrony FinancialSYF-PB23,448$1.2M0.18%
53Welltower Inc.WELL8,927$1.1M0.18%
54Equity Residential Properties TrustEQR15,273$1.1M0.18%
55NiSource IncNI32,667$1.1M0.18%
56Targa Resources CorpTRGP7,634$1.1M0.18%
57Godaddy Inc - Ordinary Shares - Class AGDDY7,189$1.1M0.18%
58L3Harris Technologies IncLHX4,723$1.1M0.17%
59Elevance Health IncELV2,093$1.1M0.17%
60Oneok Inc.OKE11,907$1.1M0.17%
61Goldman Sachs Group, Inc.GSCE2,178$1.1M0.17%
62Camden Property Trust1331311028,532$1.1M0.16%
63Tyler Technologies, Inc.TYL1,799$1.1M0.16%
64BlackRock Institutional Trust Company N.A. - BTC iShares S&P 100 ETF4642871013,676$1.0M0.16%
65Vanguard Total Stock Market ETF9229087693,557$1.0M0.16%
66iShares Russell 1000 ETF4642876223,203$1.0M0.16%
67iShares Russell 2000 ETF4642876554,531$1.0M0.16%
68iShares Russell 3000 ETF4642876893,062$1.0M0.16%
69Westinghouse Air Brake Technologies Corp9297401085,500$999,7350.16%
70SPDR Dow Jones Industrial Average ETF78467X1092,345$992,2160.15%
71NRG Energy Inc.NRG10,388$946,3470.15%
72KKR & Co. IncKKRT6,811$889,3800.14%
73Howmet Aerospace IncHWM8,489$851,0220.13%
74Dover Corp.DOV4,432$849,7920.13%
75Kinder Morgan Inc - Ordinary Shares - Class PEP-PC37,733$833,5220.13%
76TE Connectivity Ltd - Registered SharesTEL5,344$806,8910.13%
77General Dynamics Corp.GD2,669$806,5720.13%
78Intercontinental Exchange Inc45866F1045,020$806,4130.13%
79Motorola Solutions IncMSI1,773$797,1940.12%
80Universal Health Services, Inc. - Ordinary Shares - Class B9139031003,419$782,9850.12%
81Procter & Gamble Co.7427181094,405$762,9460.12%
82Chubb LimitedCB2,430$700,7880.11%
83Verizon Communications IncVZ13,199$592,7670.09%
84Best Buy Co. Inc.BBY5,641$582,7150.09%
85OSI ETF Trust - OwShares U.S. Quality Dividend ETF00162Q38710,227$552,2580.09%
86Technology Select Sector SPDR81369Y8032,213$499,6070.08%
87Cirrus Logic, Inc.CRUS3,972$493,3620.08%
88Vanguard Communication Services ETF92204A8843,363$488,9470.08%
89Utilities Select Sector SPDR81369Y8865,970$482,2570.07%
90Industrial Select Sector SPDR81369Y7043,559$482,0310.07%
91Materials Select Sector SPDR81369Y1004,953$477,3700.07%
92Vanguard Real Estate Index Fund ETF9229085534,800$467,6160.07%
93Waste Management, Inc.94106L1092,245$466,0620.07%
94Consumer Staples Select Sector SPDR81369Y3085,490$455,6700.07%
95Financial Select Sector SPDR81369Y60510,047$455,3300.07%
96Health Care Select Sector SPDR81369Y2092,927$450,8170.07%
97TJX Companies, Inc.8725401093,342$392,8190.06%
98Lowe`s Cos., Inc.5486611071,429$387,0450.06%
99Marsh & McLennan Cos., Inc.5717481021,724$384,6070.06%
100Viper Energy Inc - Ordinary Shares - Class AVNOM8,023$361,9180.06%
101Mastercard Incorporated - Ordinary Shares - Class AMA717$354,0550.06%
102Pentair plcPNR3,573$349,4040.05%
103Jefferies Financial Group Inc47233W1095,624$346,1570.05%
104Spotify Technology S.A.SPOT923$340,1530.05%
105Visa Inc - Ordinary Shares - Class AV1,237$340,1130.05%
106Caterpillar Inc.CAT862$337,1450.05%
107Ryder System, Inc.R2,308$336,5060.05%
108Tenet Healthcare Corp.THC1,997$331,9010.05%
109Aflac Inc.AFL2,962$331,1520.05%
110Houlihan Lokey Inc - Ordinary Shares - Class AHLI2,082$328,9980.05%
111Encompass Health CorpEHC3,402$328,7690.05%
112Heico Corp.HEI-A1,245$325,5430.05%
113Caci International Inc. - Registered Shares - Class A127190304641$323,4230.05%
114Post Holdings IncPOST2,749$318,1970.05%
115Carvana Co. - Ordinary Shares - Class ACVNA1,825$317,7510.05%
116Hartford Financial Services Group Inc.HIG-PG2,692$316,6060.05%
117Texas Roadhouse IncTXRH1,767$312,0520.05%
118Sherwin-Williams Co.SHW808$308,3890.05%
119SS&C Technologies Holdings IncSSNC4,094$303,8160.05%
120NextEra Energy IncNEE-PW3,472$293,4880.05%
121W.W. Grainger Inc.384802104275$285,6730.04%
122Carlisle Companies Inc.142339100630$283,3430.04%
123OSI ETF Trust - O`Shares Global Internet Giants ETF00162Q3616,745$281,9410.04%
124OSI ETF Trust - OShares U.S. Small-Cap Quality Dividend ETF00162Q3956,249$281,6420.04%
125Curtiss-Wright Corp.CW856$281,3590.04%
126AramarkARMK7,207$279,1270.04%
127A.O. Smith Corp.AOS3,102$278,6530.04%
128Target CorpTGT1,755$273,5340.04%
129OSI ETF Trust - OShares Europe Quality Dividend ETF00162Q3798,287$264,2340.04%
130AT&T, Inc.T-PC11,928$262,4160.04%
131C.H. Robinson Worldwide, Inc.CHRW2,364$260,9150.04%
132Amcor PlcAMCCF23,004$260,6350.04%
133Cardinal Health, Inc.CAH2,356$260,3850.04%
134T. Rowe Price Group Inc.TROW2,359$256,9660.04%
135Owens CorningOC1,437$253,6590.04%
136Genuine Parts Co.GPC1,794$250,5860.04%
137Unilever plc - ADRUNLYF3,799$246,7830.04%
138Huntington Bancshares, Inc.HBANP16,444$241,7270.04%
139ServiceNow IncNOW268$239,6970.04%
140Berkshire Hathaway Inc. - Ordinary Shares - Class BBRK-A520$239,3350.04%
141Medtronic PlcMDT2,657$239,2100.04%
142Emerson Electric Co.EMR2,183$238,7550.04%
143PNC Financial Services Group Inc6934751051,287$237,9020.04%
144Truist Financial Corporation89832Q1095,532$236,6040.04%
145Lockheed Martin Corp.LMT398$232,6550.04%
146Citigroup IncC-PR3,707$232,0580.04%
147Nucor Corp.NUE1,476$221,9020.03%
148BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Pacific4642866654,483$218,9500.03%
149Vanguard FTSE Emerging Markets ETF9220428584,410$211,0190.03%
150Vanguard FTSE All-World ex-US ETF9220427753,290$207,2700.03%
151Vanguard FTSE All-World Ex-US Small Capital Index9220427181,642$206,8260.03%
152BlackRock Institutional Trust Company N.A. - BTC iShares Europe ETF4642878613,535$205,9840.03%
153Loews Corp.L2,604$205,8460.03%
154iShares MSCI Japan ETF46434G8222,828$202,3150.03%
155Linde Plc.LIN423$201,7120.03%
156Ally Financial Inc02005N1005,645$200,9060.03%
157Verisign Inc.VRSN1,035$196,6090.03%
158Johnson & JohnsonJNJ1,172$189,9340.03%
159Amdocs LtdDOX2,165$189,3940.03%
160Hilton Worldwide Holdings IncHLT766$176,5630.03%
161Chipotle Mexican GrillCMG2,972$171,2470.03%
162Travelers Companies Inc.TRV729$170,6730.03%
163McCormick & Co., Inc. - Ordinary Shares (Non Voting)MKC-V2,060$169,5380.03%
164Merck & Co IncMRK1,489$169,0910.03%
165Kimberly-Clark Corp.KMB1,177$167,4640.03%
166Microsoft CorporationMSFT388$166,9560.03%
167O`Reilly Automotive, Inc.67103H107144$165,8300.03%
168W.R. Berkley Corp.WRB-PH2,908$164,9420.03%
169Sysco Corp.SYY1,933$150,8900.02%
170Avery Dennison Corp.AVY650$143,4940.02%
171Impinj IncPI657$142,2540.02%
172Adma Biologics IncADMA6,817$136,2720.02%
173Pennant Group IncPNTG3,384$120,8090.02%
174BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI CommISMCF5,698$119,6580.02%
175CSW Industrials IncCSW326$119,4430.02%
176ACI Worldwide IncACIW2,242$114,1180.02%
177Hawkins IncHWKN885$112,8110.02%
178Commvault Systems IncCVLT724$111,3870.02%
179Mr. Cooper Group Inc62482R1071,184$109,1410.02%
180Tutor Perini CorpTPC3,451$93,7290.01%
181Boot Barn Holdings IncBOOT548$91,6690.01%
182Entergy Corp.ENO679$89,3630.01%
183AECOMACM790$81,5830.01%
184Edison International281020107931$81,0810.01%
185Stride IncLRN950$81,0450.01%
186Central Pacific Financial Corp.1547604092,734$80,6800.01%
187Home Depot, Inc.HD198$80,2300.01%
188Donaldson Co. Inc.DCI1,088$80,1860.01%
189Acadia Realty Trust0042391093,397$79,7620.01%
190SPX Technologies IncSPXC499$79,5710.01%
191Enerpac Tool Group Corp - Ordinary Shares - Class AEPAC1,895$79,3820.01%
192Southern CompanySOMN865$78,0060.01%
193DTE Energy Co.DTK604$77,5600.01%
194National Health Investors, Inc.63633D104922$77,5030.01%
195Cinemark Holdings IncCNK2,767$77,0330.01%
196Piper Sandler Co`sPIPR271$76,9130.01%
197First Bancorp PR3186727063,574$75,6620.01%
198Enova International Inc.29357K103903$75,6620.01%
199PPG Industries, Inc.693506107571$75,6350.01%
200Franklin Electric Co., Inc.FELE702$73,5840.01%
201Waste Connections IncWCN405$72,4220.01%
202Graco Inc.GGG827$72,3710.01%
203Firstenergy Corp.FE1,631$72,3350.01%
204Ametek IncAME408$70,0580.01%
205Otter Tail CorporationOTTR832$65,0290.01%
206Skywest Inc.SKYW721$61,2990.01%
207Victory Capital Holdings Inc - Ordinary Shares - Class A92645B1031,104$61,1620.01%
208Exponent Inc.EXPO522$60,1760.01%
209Heartland Financial USA, Inc.42234Q1021,060$60,1020.01%
210Barrett Business Services Inc.0684631081,600$60,0160.01%
211Lemaitre Vascular IncLMAT643$59,7280.01%
212CRA International Inc.12618T105338$59,2580.01%
213Merit Medical Systems, Inc.589889104592$58,5070.01%
214Dorman Products Inc258278100512$57,9170.01%
215NMI Holdings IncNMIH1,392$57,3360.01%
216Pathward Financial IncCASH846$55,8440.01%
217BGC Group Inc - Ordinary Shares - Class ABGC6,036$55,4100.01%
218Transmedics Group IncTMDX348$54,6360.01%
219Ensign Group IncENSG377$54,2200.01%
220Qifu Technology Inc. - ADRQFNHF1,390$41,4360.01%
221Tower Semiconductor Ltd.TSEM857$37,9310.01%
222EBay Inc.EBAY581$37,8290.01%
223Fox Corporation - Ordinary Shares - Class AFOX839$35,5150.01%
224Descartes Systems Group Inc249906108336$34,5950.01%
225Popular Inc.BPOPM336$33,6910.01%
226Tetra Tech, Inc.TTEK709$33,4360.01%
227Virtu Financial Inc - Ordinary Shares - Class A9282541011,097$33,4150.01%
228Cincinnati Financial Corp.172062101242$32,9410.01%
229United Therapeutics CorpUTHR91$32,6100.01%
230EZCorp, Inc. - Ordinary Shares - Class AEZPW2,898$32,4870.01%
231Erie Indemnity Co. - Ordinary Shares - Class A29530P10260$32,3890.01%
232State Street Global Advisors - BNY SPDR S&P MidCap 400 ETFMDY55$31,3310.00%
233Criteo S.A - ADRCRTO770$30,9850.00%
234NVR Inc.NVR3$29,4350.00%
235Carpenter Technology Corp.CRS162$25,8520.00%
236Primo Water Corporation74167P1081,001$25,2750.00%
237Innovative Industrial Properties IncINHD183$24,6320.00%
238Mueller Water Products Inc - Ordinary Shares - Series A6247581081,129$24,4990.00%
239Badger Meter Inc.BMI112$24,4620.00%
240Essential Properties Realty Trust Inc29670E107710$24,2470.00%
241PROG Holdings IncPRG493$23,9060.00%
242Matson IncMATX167$23,8180.00%
243Independence Realty Trust Inc45378A1061,150$23,5750.00%
244UMH Properties Inc9030021031,179$23,1910.00%
245Integer Holdings CorpITGR174$22,6200.00%
246UMB Financial Corp.902788108215$22,5990.00%
247Bank of N T Butterfield & Son Ltd.G0772R208609$22,4600.00%
248OFG BancorpOFG499$22,4150.00%
249Vista Outdoor Inc928377100570$22,3330.00%
250Select Water Solutions Inc - Ordinary Shares - Class AWTTR1,903$21,1800.00%
251Walt Disney Co (The)254687106174$16,7370.00%
252Cummins Inc.CMI51$16,5130.00%
253RTX CorpRTX131$15,8720.00%
254Union Pacific Corp.UNP63$15,5280.00%
255Intuit IncINTU24$14,9040.00%
256Cigna Group (The)12552310043$14,8970.00%