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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

First Personal Financial Services

Quarter ended Q1 2024 · Filed April 26, 2024 · Accession 0001633869-24-000002

Total Value
$431.1M
Positions
363
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (363)

#IssuerTicker / CUSIPSharesValue% of Filing
1ACCENTURE PLC IRELANDACN44,181$15.3M3.55%
2MICROSOFT CORPMSFT34,461$14.5M3.36%
3WASTE MGMT INC DEL94106L10966,814$14.2M3.30%
4ALPHABET INCGOOG93,409$14.1M3.27%
5NUCOR CORPNUE66,259$13.1M3.04%
6ISHARES TR46428720022,390$11.8M2.73%
7ANSYS INC03662Q10533,338$11.6M2.68%
8THERMO FISHER SCIENTIFIC INCTMO19,000$11.0M2.56%
9PROCTER AND GAMBLE CO74271810966,794$10.8M2.51%
10DEERE & CODE26,111$10.7M2.49%
11ISHARES TR464287507175,688$10.7M2.48%
12PROSHARES TR74348A46796,586$9.8M2.27%
13PUBLIC STORAGEPSA-PS31,732$9.2M2.14%
14AMERICAN WTR WKS CO INC NEW03042010374,690$9.1M2.12%
15ISHARES INC464286749190,076$9.0M2.10%
16UNILEVER PLCUNLYF179,069$9.0M2.08%
17BADGER METER INCBMI54,261$8.8M2.04%
18ORACLE CORPORCL-PD67,630$8.5M1.97%
19COLGATE PALMOLIVE COCL93,301$8.4M1.95%
20MCCORMICK & CO INCMKC-V109,126$8.4M1.94%
21TAIWAN SEMICONDUCTOR MFG LTD87403910060,326$8.2M1.90%
22EQUINIX INCEQIX9,430$7.8M1.81%
23COSTCO WHSL CORP NEW22160K10510,432$7.6M1.77%
24ISHARES TR46428760681,470$7.4M1.72%
25JPMORGAN CHASE & COVYLD36,954$7.4M1.72%
26STARBUCKS CORPSBUX78,893$7.2M1.67%
27VANGUARD WORLD FD92204A20733,155$6.8M1.57%
28WALMART INCWMT108,229$6.5M1.51%
29APPLE INCAAPL36,349$6.2M1.45%
30PEPSICO INCPEP35,163$6.2M1.43%
31DIAGEO PLCDGEAF39,690$5.9M1.37%
32SPDR INDEX SHS FDS78463X848204,952$5.8M1.35%
33KIMBERLY-CLARK CORPKMB40,703$5.3M1.22%
34ELECTRONIC ARTS INCEA39,496$5.2M1.22%
35AMGEN INCAMGN17,699$5.0M1.17%
36CLOROX CO DELCLX32,307$4.9M1.15%
37EXXON MOBIL CORPXOM42,107$4.9M1.14%
38INFOSYS LTDINFY252,053$4.5M1.05%
39TARGET CORPTGT24,592$4.4M1.01%
40MCDONALDS CORPMCD13,867$3.9M0.91%
41SOUTHERN COSOMN53,868$3.9M0.90%
42VERIZON COMMUNICATIONS INCVZ90,180$3.8M0.88%
43CISCO SYS INCCSCO75,034$3.7M0.87%
44ISHARES TR46428717632,601$3.5M0.81%
45SCHWAB STRATEGIC TR80852430036,895$3.4M0.79%
46INTUITINTU4,905$3.2M0.74%
47ISHARES TR46428863855,601$2.9M0.67%
48INTEL CORPINTC62,197$2.7M0.64%
49VANGUARD BD INDEX FDS92193783535,259$2.6M0.59%
50COGNIZANT TECHNOLOGY SOLUTIOCTSH34,298$2.5M0.58%
51SONY GROUP CORPSNEJF29,105$2.5M0.58%
52BERKSHIRE HATHAWAY INC DELBRK-A5,654$2.4M0.55%
53VANGUARD INDEX FDS92290855327,009$2.3M0.54%
54FACTSET RESH SYS INC3030751054,986$2.3M0.53%
55VISA INCV7,655$2.1M0.50%
563M COMMM16,885$1.8M0.42%
57NEWMONT CORPNEMCL46,774$1.7M0.39%
58ESSENTIAL UTILS INC29670G10243,674$1.6M0.38%
59COCA COLA COKO24,470$1.5M0.35%
60DUKE ENERGY CORP NEWDUKB15,344$1.5M0.34%
61ALPHABET INCGOOG9,125$1.4M0.32%
62SPDR S&P 500 ETF TRSPY2,646$1.4M0.32%
63ISHARES TR46428730915,697$1.3M0.31%
64BLACK HILLS CORPBKH23,571$1.3M0.30%
65NEXTERA ENERGY INCNEE-PW14,513$927,5260.22%
66AMBEV SAABEV364,751$904,5830.21%
67VANGUARD WORLD FD92204A8766,303$898,6750.21%
68HAEMONETICS CORP MASSHAE10,223$872,5340.20%
69MCKESSON CORPMCK1,514$812,7910.19%
70SK TELECOM LTDSKM37,393$806,1940.19%
71C H ROBINSON WORLDWIDE INCCHRW9,599$730,8680.17%
72NUVEEN AMT FREE QLTY MUN INCNU64,243$711,1700.16%
73ISHARES TR46428864613,462$690,3350.16%
74JOHNSON & JOHNSONJNJ4,202$664,7150.15%
75WATERS CORP9418481031,908$656,7910.15%
76INTERNATIONAL BUSINESS MACHSINTR3,429$654,8020.15%
77AMAZON COM INCAMZN3,595$648,4670.15%
78CANADIAN NATL RY CO1363751024,757$626,5450.15%
79KRAFT HEINZ COKHC16,512$609,2930.14%
80LOWES COS INC5486611072,338$595,5590.14%
81LABORATORY CORP AMER HLDGS50540R4092,726$595,5220.14%
82POTLATCHDELTIC CORPORATION73763010310,680$502,1740.12%
83ISHARES TR46428988313,385$492,8910.11%
84VANGUARD SPECIALIZED FUNDS9219088442,618$478,0730.11%
85TRANE TECHNOLOGIES PLCTT1,589$476,9900.11%
86MERCK & CO INCMRK3,593$474,0970.11%
87DISNEY WALT CO2546871063,795$464,3570.11%
88MARRIOTT INTL INC NEW5719032021,800$454,1580.11%
89CHEVRON CORP NEWCVX2,824$445,4580.10%
90ABBOTT LABSABLZF3,727$423,6110.10%
91ISHARES TR4642888023,566$389,3010.09%
92AMERICAN EXPRESS COAXP1,694$385,7070.09%
93ADOBE INCADBE733$369,8720.09%
94NOVARTIS AGNVSEF3,720$359,8360.08%
95ROYAL BK CDA7800871023,547$357,8220.08%
96HONEYWELL INTL INC4385161061,723$353,6460.08%
97ISHARES TR4642874994,144$348,4690.08%
98VANGUARD INDEX FDS9229086371,435$344,0560.08%
99NATIONAL PRESTO INDS INC6372151043,765$315,5060.07%
100UNION PAC CORPUNP1,237$304,2160.07%
101AUTOZONE INCAZO95$299,4070.07%
102VANGUARD BD INDEX FDS9219378193,951$297,9060.07%
103OREILLY AUTOMOTIVE INC67103H107250$282,2200.07%
104UNITEDHEALTH GROUP INCUNH530$262,1910.06%
105INVESCO EXCH TRADED FD TR IIIVZ5,765$255,9660.06%
106WELLS FARGO CO NEW9497461014,294$248,8810.06%
107EMERSON ELEC COEMR2,191$248,5040.06%
108MASCO CORPMAS3,050$240,5840.06%
109VANGUARD WORLD FD92204A3061,780$234,4260.05%
110CONOCOPHILLIPSCOP1,826$232,4140.05%
111FREEPORT-MCMORAN INCFCX4,827$226,9660.05%
112PROGRESSIVE CORP7433151031,096$226,6750.05%
113CSX CORPCSX5,952$220,6470.05%
114ROPER TECHNOLOGIES INCROP370$207,5110.05%
115QUALCOMM INCQCOM1,198$202,8220.05%
116CATERPILLAR INCCAT533$195,3080.05%
117PNC FINL SVCS GROUP INC6934751051,185$191,4960.04%
118VANGUARD INDEX FDS922908769732$190,2470.04%
119ELI LILLY & COLLY241$187,4890.04%
120ISHARES TR464287614536$180,6590.04%
121MEDTRONIC PLCMDT2,043$178,0480.04%
122MID-AMER APT CMNTYS INC59522J1031,338$176,0550.04%
123ROCKWELL AUTOMATION INCROK600$174,7980.04%
124CONSOLIDATED EDISON INCED1,884$171,0870.04%
125GENERAL DYNAMICS CORPGD600$169,4940.04%
126HOST HOTELS & RESORTS INCHST8,183$169,2250.04%
127SERVICENOW INCNOW215$163,9160.04%
128PPG INDS INC6935061071,125$163,0130.04%
129DUPONT DE NEMOURS INCDD2,103$161,2380.04%
130BLACKSTONE INCBX1,200$157,6440.04%
131AMERIPRISE FINL INC03076C106358$156,9620.04%
132INVESCO EXCH TRADED FD TR IIIVZ2,765$155,9460.04%
133FORD MTR CO DEL34537086011,625$154,3800.04%
134NATIONAL HEALTH INVS INC63633D1042,325$146,0800.03%
135AT&T INCT-PC8,268$145,5170.03%
136EASTMAN CHEM COEMN1,446$144,9190.03%
137DOW INCDOW2,394$138,6850.03%
138ISHARES TR4642871501,189$137,1400.03%
139SCHWAB STRATEGIC TR8085247971,677$135,2170.03%
140ISHARES TR464287598742$132,9000.03%
141INTUITIVE SURGICAL INCISRG324$129,3060.03%
142INVESCO EXCH TRADED FD TR IIIVZ1,935$127,4590.03%
143BLACKROCK INCBLK152$126,7230.03%
144INVESCO EXCH TRADED FD TR IIIVZ2,833$125,2470.03%
145CELSIUS HLDGS INCCELH1,500$124,3800.03%
146RTX CORPORATIONRTX1,195$116,5490.03%
147ABBVIE INCABBV638$116,1800.03%
148META PLATFORMS INCMETA227$110,2270.03%
149L3HARRIS TECHNOLOGIES INCLHX510$108,6810.03%
150SPX TECHNOLOGIES INCSPXC856$105,4000.02%
151VANGUARD WORLD FD921910840864$103,2570.02%
152VANGUARD INDEX FDS922908629413$103,1930.02%
153MOLSON COORS BEVERAGE COTAP-A1,521$102,2880.02%
154VANGUARD WORLD FD92204A504356$96,3060.02%
155ATMOS ENERGY CORPATO790$93,9080.02%
156INVESCO EXCHANGE TRADED FD TIVZ2,400$92,3280.02%
157PPL CORPPPLC3,339$91,9230.02%
158ADVANCED MICRO DEVICES INCAMD500$90,2450.02%
159STRYKER CORPORATIONSYK250$89,4680.02%
160ISHARES TR464287655420$88,3260.02%
161LOCKHEED MARTIN CORPLMT194$88,2450.02%
162KROGER COKR1,500$85,6950.02%
163ISHARES TR464287556624$85,6260.02%
164WEC ENERGY GROUP INCWEC1,020$83,7630.02%
165PUBLIC SVC ENTERPRISE GRP IN7445731061,226$81,8730.02%
166ISHARES TR46432F339485$79,7100.02%
167TEXAS PACIFIC LAND CORPORATITPL135$78,0990.02%
168BARINGS BDC INCBBDC8,274$76,9510.02%
169SANOFISNYNF1,577$76,6430.02%
170ISHARES TR46429B663693$76,3760.02%
171MICRON TECHNOLOGY INCMU641$75,5970.02%
172ISHARES TR464287721542$73,2600.02%
173SELECT SECTOR SPDR TR81369Y6051,694$71,3520.02%
174VANGUARD BD INDEX FDS921937827865$66,3200.02%
175SILVERCREST ASSET MGMT GROUP8283591094,000$63,2400.01%
176BOEING COBA-PA324$62,5290.01%
177SELECT SECTOR SPDR TR81369Y803300$62,4810.01%
178NEW JERSEY RES CORPNJR1,449$62,1770.01%
179INVESCO EXCH TRADED FD TR IIIVZ2,550$60,7670.01%
180ISHARES TR464287804544$60,1230.01%
181UNITED PARCEL SERVICE INCUPS396$58,8580.01%
182PHILLIPS 66PSX339$55,3730.01%
183MGE ENERGY INCMGEE701$55,1830.01%
184CORTEVA INCCTVA925$53,3450.01%
185VANECK ETF TRUST92189H2011,102$51,2550.01%
186PROSHARES TR74347G4162,036$50,6110.01%
187BROADCOM INCAVGO38$50,3660.01%
188CGI INCGIB450$49,7210.01%
189ISHARES TR46432F842665$49,3570.01%
190FIRST BANCORP N C3189101061,365$49,3040.01%
191NORTHWEST NAT HLDG CO66765N1051,290$48,0140.01%
192VANGUARD INDEX FDS922908751205$46,8610.01%
193AUTOMATIC DATA PROCESSING INADP184$45,9530.01%
194INVESCO EXCHANGE TRADED FD TIVZ802$45,4580.01%
195PINNACLE WEST CAP CORPPNW601$44,9130.01%
196ISHARES TR464287168350$43,1130.01%
197GILEAD SCIENCES INCGILD550$40,2880.01%
198PROLOGIS INC.PLDGP300$39,0660.01%
199WALGREENS BOOTS ALLIANCE INC9314271081,800$39,0420.01%
200COMCAST CORP NEWCCZ888$38,4950.01%
201SHELL PLCRYDAF560$37,5430.01%
202SALESFORCE INCCRM122$36,7440.01%
203ALTRIA GROUP INCMO841$36,6850.01%
204AMERICAN ELEC PWR CO INC025537101426$36,6790.01%
205AIR PRODS & CHEMS INCAIIR150$36,3410.01%
206SCHWAB STRATEGIC TR808524409462$35,1030.01%
207INTERNATIONAL FLAVORS&FRAGRA459506101400$34,3960.01%
208MONDELEZ INTL INC609207105484$33,8800.01%
209ISHARES TR46429B697400$33,4320.01%
210HOME DEPOT INCHD83$31,8390.01%
211WISDOMTREE TRWT645$31,4570.01%
212ENTERPRISE PRODS PARTNERS L2937921071,056$30,8150.01%
213COGNIZANT TECHNOLOGY SOLUTIOCTSH400$29,3160.01%
214HERSHEY COHSY150$29,1750.01%
215XYLEM INCXYL225$29,0790.01%
216BROWN FORMAN CORPBF-B562$29,0110.01%
217PFIZER INCPFE1,015$28,1670.01%
218PHILIP MORRIS INTL INC718172109300$27,4860.01%
219ISHARES TR46432F396146$27,3540.01%
220EDISON INTL281020107380$26,8780.01%
221BRISTOL-MYERS SQUIBB COCELG-RI495$26,8440.01%
222TANGER INCSKT900$26,5770.01%
223HUNTINGTON INGALLS INDS INC44641310690$26,2330.01%
224ENTERGY CORP NEWENO247$26,1030.01%
225CHECK POINT SOFTWARE TECH LTM22465104158$25,9140.01%
226ALBEMARLE CORPALB-PA196$25,8220.01%
227STERIS PLCSTE112$25,1800.01%
228DOMINION ENERGY INCD510$25,0870.01%
229GOLDMAN SACHS GROUP INCGSCE60$25,0620.01%
230ANHEUSER BUSCH INBEV SA/NVBUDFF400$24,3120.01%
231ACUITY BRANDS INCAYI90$24,1860.01%
232DARDEN RESTAURANTS INCDRI144$24,0700.01%
233VANGUARD INTL EQUITY INDEX F922042858571$23,8510.01%
234SELECT SECTOR SPDR TR81369Y886345$22,6500.01%
235NORTHERN TR CORPNTRSO250$22,2300.01%
236ENERGY TRANSFER L PET-PI1,399$22,0070.01%
237ISHARES TR464287762345$21,3560.00%
238PALO ALTO NETWORKS INCPANW75$21,3100.00%
239VANGUARD INDEX FDS92290873660$20,6520.00%
240SELECT SECTOR SPDR TR81369Y209135$19,9440.00%
241VANGUARD INDEX FDS922908744119$19,3810.00%
242FIRSTENERGY CORPFE500$19,3100.00%
243ZIMMER BIOMET HOLDINGS INCZBH146$19,2700.00%
244KELLANOVABEKE325$18,6200.00%
245ISHARES INC46434G103360$18,5760.00%
246INGLES MKTS INC457030104239$18,3530.00%
247WHEATON PRECIOUS METALS CORPWPM385$18,1460.00%
248TE CONNECTIVITY LTDTEL124$18,0100.00%
249VANGUARD WORLD FD92204A70232$16,7790.00%
250EATON CORP PLCETN53$16,5730.00%
251ISHARES TR464288588179$16,5440.00%
252MARSH & MCLENNAN COS INC57174810280$16,4790.00%
253BIOGEN INCBIIB74$15,9570.00%
254INVESCO EXCHANGE TRADED FD TIVZ264$15,9510.00%
255ECOLAB INCECL67$15,4710.00%
256SPDR DOW JONES INDL AVERAGE78467X10939$15,4260.00%
257CONSTELLATION BRANDS INCSTZ54$14,6760.00%
258ISHARES TR46434V449371$14,5550.00%
259ENPRO INCNPO85$14,3460.00%
260SCHWAB STRATEGIC TR808524755401$14,2800.00%
261AMERICAN TOWER CORP NEW03027X10072$14,2270.00%
262TC ENERGY CORPTRPRF350$14,0700.00%
263SYMBOTIC INCSYM310$13,9500.00%
264HOLOGIC INCHOLX175$13,6430.00%
265FEDEX CORPFDX47$13,6180.00%
266EVERSOURCE ENERGYES225$13,4490.00%
267GSK PLCGLAXF313$13,4190.00%
268NISOURCE INCNI445$12,3090.00%
269FORTUNE BRANDS INNOVATIONS IFBIN144$12,1930.00%
270CALAMOS STRATEGIC TOTAL RETUCSQ732$11,9830.00%
271ILLUMINA INCILMN85$11,6730.00%
272CARRIER GLOBAL CORPORATIONCARR200$11,6260.00%
273NIKE INCNKE121$11,3720.00%
274SPDR SER TR78464A839147$11,1720.00%
275CAMPBELL SOUP COCPB250$11,1130.00%
276CAMECO CORPCCJ250$10,8300.00%
277TRUIST FINL CORP89832Q109277$10,7980.00%
278INVESCO EXCH TRADED FD TR IIIVZ230$10,4360.00%
279SPDR SER TR78464A698205$10,2880.00%
280OTIS WORLDWIDE CORPOTIS100$9,9270.00%
281ISHARES TR46434V621170$9,8710.00%
282FIRST SOLAR INCFSLR58$9,7910.00%
283ASML HOLDING N VASMLF10$9,7050.00%
284ILLINOIS TOOL WKS INC45230810935$9,3920.00%
285SOLAREDGE TECHNOLOGIES INCSEDG130$9,2280.00%
286TELEFLEX INCORPORATEDTFX40$9,0470.00%
287HP INCHPQ298$9,0060.00%
288VANGUARD CHARLOTTE FDS92203J407182$8,9530.00%
289ADVANCE AUTO PARTS INCAAP105$8,9350.00%
290ALCON AGALC104$8,6630.00%
291BANK NEW YORK MELLON CORP064058100150$8,6430.00%
292BCE INCBCPPF250$8,4950.00%
293VANGUARD INDEX FDS92290853835$8,2530.00%
294PAYCHEX INCPAYX66$8,1050.00%
295TEXAS INSTRS INC88250810446$8,0140.00%
296TRIMBLE INCTRMB122$7,8520.00%
297BORGWARNER INCBWA225$7,8170.00%
298GLOBAL X FDS37954Y384260$7,7350.00%
299PG&E CORPPCG-PX450$7,5420.00%
300ISHARES TR46428766379$7,1450.00%
301WATTS WATER TECHNOLOGIES INCWTS33$7,0150.00%
302VANGUARD SCOTTSDALE FDS92206C40990$6,9580.00%
303BAIDU INCBAIDF65$6,8440.00%
304ISHARES TR46428767157$6,6810.00%
305UNDER ARMOUR INCUA800$5,9040.00%
306ISHARES TR46428778860$5,7390.00%
307JOHNSON CTLS INTL PLCG5150210583$5,4220.00%
308VORNADO RLTY TR929042109186$5,3520.00%
309HEWLETT PACKARD ENTERPRISE CHPE-PC286$5,0710.00%
310CARNIVAL CORPCUKPF300$4,9020.00%
311SCHWAB STRATEGIC TR80852486296$4,6290.00%
312WARNER BROS DISCOVERY INCWBD505$4,4090.00%
313HEALTHPEAK PROPERTIES INCDOC230$4,3130.00%
314NETFLIX INCNFLX7$4,2520.00%
315F N B CORP302520101300$4,2300.00%
316SAFETY INS GROUP INC78648T10050$4,1100.00%
317COMPASS MINERALS INTL INCCOMP260$4,0930.00%
318WSFS FINL CORP92932810288$3,9730.00%
319UNITED NAT FOODS INCUNTCW338$3,8840.00%
320PRUDENTIAL FINL INCPUKPF32$3,7570.00%
321CVS HEALTH CORPCVS45$3,5900.00%
322SMUCKER J M CO83269640523$2,9400.00%
323AUTODESK INCADSK11$2,8650.00%
324VANGUARD SCOTTSDALE FDS92206C87035$2,8180.00%
325VANGUARD TAX-MANAGED FDS92194385855$2,7600.00%
326SUN LIFE FINANCIAL INC.SUNFF50$2,7290.00%
327CORNING INCGLW75$2,4720.00%
328PTC INCPTC13$2,3620.00%
329CHESAPEAKE ENERGY CORPEXE25$2,1770.00%
330HALEON PLCHLNCF250$2,1230.00%
331SELECT SECTOR SPDR TR81369Y50622$2,0780.00%
332ISHARES TR46428840627$1,9590.00%
333METLIFE INCMET-PF25$1,8530.00%
334ISHARES TR46428724215$1,6340.00%
335VANGUARD SCOTTSDALE FDS92206C66419$1,6170.00%
336WK KELLOGG CO92942W10781$1,5230.00%
337UBER TECHNOLOGIES INCUBER19$1,4630.00%
338ISHARES TR46428743215$1,4200.00%
339CITIZENS FINL GROUP INCCIA38$1,3610.00%
340VANGUARD INDEX FDS9229086117$1,3440.00%
341MATCH GROUP INC NEWMTCH37$1,3430.00%
342VANGUARD INDEX FDS9229085955$1,3040.00%
343SEAGATE TECHNOLOGY HLDNGS PLSE13$1,1640.00%
344ORLA MNG LTD NEW68634K106300$1,1370.00%
345VANECK ETF TRUST92189F43737$1,0740.00%
346INVESCO EXCH TRADED FD TR IIIVZ86$1,0220.00%
347ORGANON & COOGN49$9220.00%
348ISHARES TR46428830713$9190.00%
349ISHARES TR46429B26730$6840.00%
350INVESCO EXCHANGE TRADED FD TIVZ4$6780.00%
351ISHARES TR46428862013$6610.00%
352ISHARES TR4642885136$4670.00%
353KYNDRYL HLDGS INCKD20$4360.00%
354SYNOVUS FINL CORP87161C50110$4010.00%
355MAYVILLE ENGR CO INC57860510725$3590.00%
356VANGUARD SCOTTSDALE FDS92206C7065$2930.00%
357WHEELS UP EXPERIENCE INCWSUPW100$2870.00%
358TENET HEALTHCARE CORPTHC2$2110.00%
359BRIGHTHOUSE FINL INC10922N1032$1160.00%
360ASSERTIO HOLDINGS INCASRT65$630.00%
361KONINKLIJKE PHILIPS N VRYLPF1$190.00%
362TRANSCODE THERAPEUTICS INCRNAZ1$10.00%
363CHARTER COMMUNICATIONS INC N16119P1080$10.00%