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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 Q2 2024 · Filed July 30, 2024 · Accession 0001633869-24-000003

Total Value
$442.4M
Positions
367
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (360)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT38,927$17.4M3.93%
2ALPHABET INCGOOG89,463$16.3M3.68%
3WASTE MGMT INC DEL94106L10967,274$14.4M3.25%
4ACCENTURE PLC IRELANDACN44,285$13.4M3.04%
5ISHARES TR46428720022,129$12.1M2.74%
6PROCTER AND GAMBLE CO74271810966,666$11.0M2.49%
7ANSYS INC03662Q10533,235$10.7M2.42%
8NUCOR CORPNUE66,307$10.5M2.37%
9THERMO FISHER SCIENTIFIC INCTMO18,942$10.5M2.37%
10TAIWAN SEMICONDUCTOR MFG LTD87403910060,090$10.4M2.36%
11ISHARES TR464287507174,785$10.2M2.31%
12AMERICAN WTR WKS CO INC NEW03042010378,255$10.1M2.29%
13BADGER METER INCBMI53,860$10.0M2.27%
14DEERE & CODE26,690$10.0M2.25%
15UNILEVER PLCUNLYF177,298$9.7M2.20%
16PROSHARES TR74348A46798,774$9.5M2.15%
17ORACLE CORPORCL-PD67,239$9.5M2.15%
18ISHARES INC464286749193,316$9.3M2.11%
19PUBLIC STORAGE OPER COPSA-PS31,939$9.2M2.08%
20COLGATE PALMOLIVE COCL93,186$9.0M2.04%
21MCCORMICK & CO INCMKC-V127,430$9.0M2.04%
22COSTCO WHSL CORP NEW22160K1059,151$7.8M1.76%
23APPLE INCAAPL35,953$7.6M1.71%
24JPMORGAN CHASE & CO.VYLD36,797$7.4M1.68%
25EQUINIX INCEQIX9,711$7.3M1.66%
26WALMART INCWMT107,596$7.3M1.65%
27ISHARES TR46428760681,536$7.2M1.62%
28VANGUARD WORLD FD92204A20733,384$6.8M1.53%
29STARBUCKS CORPSBUX79,413$6.2M1.40%
30SPDR INDEX SHS FDS78463X848206,717$5.9M1.32%
31KIMBERLY-CLARK CORPKMB42,139$5.8M1.32%
32PEPSICO INCPEP35,249$5.8M1.31%
33AMGEN INCAMGN17,679$5.5M1.25%
34ELECTRONIC ARTS INCEA38,312$5.3M1.21%
35DIAGEO PLCDGEAF40,616$5.1M1.16%
36EXXON MOBIL CORPXOM42,534$4.9M1.11%
37INFOSYS LTDINFY255,700$4.8M1.08%
38CLOROX CO DELCLX33,730$4.6M1.04%
39SOUTHERN COSOMN55,954$4.3M0.98%
40VERIZON COMMUNICATIONS INCVZ90,842$3.7M0.85%
41TARGET CORPTGT24,519$3.6M0.82%
42SCHWAB STRATEGIC TR80852430035,550$3.6M0.81%
43ISHARES TR46428717632,477$3.5M0.78%
44MCDONALDS CORPMCD13,547$3.5M0.78%
45CISCO SYS INCCSCO71,135$3.4M0.76%
46INTUITINTU4,917$3.2M0.73%
47BERKSHIRE HATHAWAY INC DELBRK-A7,545$3.1M0.69%
48ISHARES TR46428863855,094$2.8M0.64%
49VANGUARD BD INDEX FDS92193783535,351$2.5M0.58%
50BERKSHIRE HATHAWAY INC DELBRK-A4$2.4M0.55%
51SONY GROUP CORPSNEJF28,802$2.4M0.55%
52INTEL CORPINTC78,605$2.4M0.55%
53COGNIZANT TECHNOLOGY SOLUTIOCTSH34,493$2.3M0.53%
54VANGUARD INDEX FDS92290855326,711$2.2M0.51%
55NEWMONT CORPNEMCL49,109$2.1M0.46%
56FACTSET RESH SYS INC3030751054,986$2.0M0.46%
57VISA INCV7,582$2.0M0.45%
58BLACK HILLS CORPBKH34,820$1.9M0.43%
59DUKE ENERGY CORP NEWDUKB18,482$1.9M0.42%
603M COMMM16,885$1.7M0.39%
61ESSENTIAL UTILS INC29670G10244,979$1.7M0.38%
62ALPHABET INCGOOG8,485$1.6M0.35%
63COCA COLA COKO24,114$1.5M0.35%
64ISHARES TR46428730915,698$1.5M0.33%
65SPDR S&P 500 ETF TRSPY2,653$1.4M0.33%
66BLACKBAUD INCBLKB13,216$1.0M0.23%
67NEXTERA ENERGY INCNEE-PW14,168$1.0M0.23%
68JOHNSON & JOHNSONJNJ6,802$994,1810.22%
69VANGUARD WORLD FD92204A8766,183$914,5820.21%
70HAEMONETICS CORP MASSHAE10,798$893,3190.20%
71C H ROBINSON WORLDWIDE INCCHRW9,599$845,8640.19%
72NUVEEN AMT FREE QLTY MUN INCNU71,378$817,9920.18%
73KRAFT HEINZ COKHC24,373$785,2990.18%
74MCKESSON CORPMCK1,343$784,3660.18%
75SK TELECOM LTDSKM36,799$770,2040.17%
76AMBEV SAABEV367,586$753,5520.17%
77ISHARES TR46436E7187,306$735,7880.17%
78ISHARES TR46428864613,822$708,2530.16%
79AMAZON COM INCAMZN3,555$687,0040.16%
80INTERNATIONAL BUSINESS MACHSINTR3,404$588,7220.13%
81CANADIAN NATL RY CO1363751024,757$561,9450.13%
82LABCORP HOLDINGS INCLH2,726$554,7690.13%
83WATERS CORP9418481031,893$549,1980.12%
84TRANE TECHNOLOGIES PLCTT1,614$530,9600.12%
85LOWES COS INC5486611072,338$515,4360.12%
86ISHARES TR46428988312,974$479,0910.11%
87VANGUARD SPECIALIZED FUNDS9219088442,618$477,9160.11%
88CHEVRON CORP NEWCVX2,824$441,7310.10%
89MERCK & CO INCMRK3,524$436,2720.10%
90MARRIOTT INTL INC NEW5719032021,800$435,1860.10%
91POTLATCHDELTIC CORPORATION73763010310,621$418,3620.09%
92ADOBE INCADBE733$407,2110.09%
93ISHARES TR4642888023,566$400,7120.09%
94NOVARTIS AGNVSEF3,720$396,0320.09%
95ABBOTT LABSABLZF3,627$376,8820.09%
96ISHARES TR4642877212,458$369,9930.08%
97HONEYWELL INTL INC4385161061,723$367,9300.08%
98DISNEY WALT CO2546871063,660$363,4020.08%
99VANGUARD INDEX FDS9229086371,435$358,2050.08%
100AMERICAN EXPRESS COAXP1,500$347,3250.08%
101ROYAL BK CDA7800871023,047$324,1400.07%
102NATIONAL PRESTO INDS INC6372151044,000$300,5190.07%
103VANGUARD BD INDEX FDS9219378193,951$295,8910.07%
104AUTOZONE INCAZO95$281,5900.06%
105UNION PAC CORPUNP1,237$279,8840.06%
106ISHARES TR4642874993,394$275,1860.06%
107UNITEDHEALTH GROUP INCUNH530$269,9080.06%
108OREILLY AUTOMOTIVE INC67103H107250$264,0150.06%
109INVESCO EXCH TRADED FD TR IIIVZ5,765$256,1390.06%
110EMERSON ELEC COEMR2,191$241,3610.05%
111QUALCOMM INCQCOM1,198$238,6180.05%
112FREEPORT-MCMORAN INCFCX4,827$234,5930.05%
113WELLS FARGO CO NEW9497461013,933$233,5810.05%
114PROGRESSIVE CORP7433151031,096$227,6510.05%
115VANGUARD WORLD FD92204A3061,780$227,0750.05%
116ELI LILLY & COLLY241$218,1970.05%
117CONOCOPHILLIPSCOP1,826$208,8580.05%
118ROPER TECHNOLOGIES INCROP370$208,5550.05%
119MASCO CORPMAS3,050$203,3440.05%
120CSX CORPCSX5,952$199,1000.05%
121VANGUARD INDEX FDS922908769732$195,8180.04%
122MID-AMER APT CMNTYS INC59522J1031,338$190,8130.04%
123PNC FINL SVCS GROUP INC6934751051,185$184,2440.04%
124GENERAL DYNAMICS CORPGD600$174,0840.04%
125DUPONT DE NEMOURS INCDD2,103$169,2710.04%
126CATERPILLAR INCCAT508$169,2150.04%
127SERVICENOW INCNOW215$169,1350.04%
128CONSOLIDATED EDISON INCED1,884$168,4680.04%
129ROCKWELL AUTOMATION INCROK600$165,1680.04%
130AT&T INCT-PC8,443$161,3460.04%
131NATIONAL HEALTH INVS INC63633D1042,325$157,4730.04%
132BLACKSTONE INCBX1,200$148,5600.03%
133HOST HOTELS & RESORTS INCHST8,183$147,1310.03%
134FORD MTR CO DEL34537086011,625$145,7780.03%
135INTUITIVE SURGICAL INCISRG324$144,1320.03%
136EASTMAN CHEM COEMN1,446$141,6650.03%
137ISHARES TR4642871501,189$141,2830.03%
138INVESCO EXCH TRADED FD TR IIIVZ2,465$136,1420.03%
139MEDTRONIC PLCMDT1,710$134,5950.03%
140ISHARES TR464287614365$133,0470.03%
141SCHWAB STRATEGIC TR8085247971,677$130,4040.03%
142ISHARES TR464287598742$129,4570.03%
143AMERIPRISE FINL INC03076C106300$128,1570.03%
144INVESCO EXCH TRADED FD TR IIIVZ1,935$125,6790.03%
145SPX TECHNOLOGIES INCSPXC856$121,6720.03%
146RTX CORPORATIONRTX1,195$119,9670.03%
147BLACKROCK INCBLK152$119,6730.03%
148TRIMTABS ETF TR89628W3021,900$115,2610.03%
149L3HARRIS TECHNOLOGIES INCLHX510$114,5360.03%
150META PLATFORMS INCMETA219$110,4250.02%
151DOW INCDOW2,066$109,6020.02%
152ABBVIE INCABBV638$109,4300.02%
153VANGUARD INDEX FDS922908736274$102,4790.02%
154PPG INDS INC693506107800$100,7120.02%
155VANGUARD INDEX FDS922908629413$99,9880.02%
156INVESCO EXCHANGE TRADED FD TIVZ2,113$96,6700.02%
157VANGUARD WORLD FD921910840809$95,8670.02%
158INVESCO EXCH TRADED FD TR IIIVZ2,180$95,1760.02%
159SILVERCREST ASSET MGMT GROUP8283591096,000$93,5400.02%
160PPL CORPPPLC3,339$92,3240.02%
161ATMOS ENERGY CORPATO790$92,1540.02%
162INVESCO EXCHANGE TRADED FD TIVZ2,400$91,0800.02%
163INVESCO QQQ TRIVZ190$91,0310.02%
164LOCKHEED MARTIN CORPLMT194$90,6180.02%
165PUBLIC SVC ENTERPRISE GRP IN7445731061,226$90,3570.02%
166VANGUARD INDEX FDS922908744539$86,4610.02%
167ISHARES TR464287556624$85,6510.02%
168CELSIUS HLDGS INCCELH1,500$85,6350.02%
169STRYKER CORPORATIONSYK250$85,0630.02%
170MICRON TECHNOLOGY INCMU641$84,3440.02%
171BARINGS BDC INCBBDC8,492$82,6300.02%
172ISHARES TR464287655405$82,1710.02%
173ADVANCED MICRO DEVICES INCAMD500$81,1050.02%
174WEC ENERGY GROUP INCWEC1,025$80,4220.02%
175SYNOPSYS INCSNPS130$77,3580.02%
176SANOFISNYNF1,577$76,5170.02%
177ISHARES TR46429B663693$75,3300.02%
178KROGER COKR1,500$74,8950.02%
179MOLSON COORS BEVERAGE COTAP-A1,431$72,7380.02%
180VANGUARD WORLD FD92204A504250$66,5000.02%
181VANGUARD BD INDEX FDS921937827865$66,3460.02%
182NEW JERSEY RES CORPNJR1,449$61,9310.01%
183BROADCOM INCAVGO38$61,0110.01%
184SELECT SECTOR SPDR TR81369Y6051,444$59,3630.01%
185BOEING COBA-PA324$58,9720.01%
186ISHARES TR464287804544$58,0240.01%
187SELECT SECTOR SPDR TR81369Y803250$56,5580.01%
188INVESCO EXCH TRADED FD TR IIIVZ2,350$55,6480.01%
189ALTRIA GROUP INCMO1,191$54,2510.01%
190UNITED PARCEL SERVICE INCUPS396$54,1930.01%
191MGE ENERGY INCMGEE701$52,3790.01%
192VANECK ETF TRUST92189H2011,102$50,5160.01%
193SPDR SER TR78464A763382$48,5830.01%
194ISHARES TR46432F842665$48,3060.01%
195NORTHWEST NAT HLDG CO66765N1051,290$46,5820.01%
196PINNACLE WEST CAP CORPPNW601$45,9050.01%
197CGI INCGIB450$44,9150.01%
198VANGUARD INDEX FDS922908751205$44,6990.01%
199PROSHARES TR74347G4161,917$44,1640.01%
200INVESCO EXCHANGE TRADED FD TIVZ802$44,1430.01%
201FIRST BANCORP N C3189101061,365$43,5710.01%
202ISHARES TR464287168350$42,3430.01%
203SHELL PLCRYDAF560$40,4210.01%
204WALGREENS BOOTS ALLIANCE INC9314271083,300$39,9140.01%
205AIR PRODS & CHEMS INCAIIR150$38,7080.01%
206INTERNATIONAL FLAVORS&FRAGRA459506101400$38,0840.01%
207GILEAD SCIENCES INCGILD550$37,7360.01%
208AMERICAN ELEC PWR CO INC025537101426$37,3780.01%
209ISHARES TR46429B697400$33,5840.01%
210AUTOMATIC DATA PROCESSING INADP135$32,2240.01%
211MONDELEZ INTL INC609207105484$31,6730.01%
212SALESFORCE INCCRM122$31,3670.01%
213ENTERPRISE PRODS PARTNERS L2937921071,056$30,6030.01%
214XYLEM INCXYL225$30,5170.01%
215PHILIP MORRIS INTL INC718172109300$30,3990.01%
216HOME DEPOT INCHD83$28,5720.01%
217PFIZER INCPFE1,015$28,4000.01%
218ALBEMARLE CORPALB-PA296$28,2740.01%
219HERSHEY COHSY150$27,5750.01%
220EDISON INTL281020107380$27,2880.01%
221COGNIZANT TECHNOLOGY SOLUTIOCTSH400$27,2000.01%
222GOLDMAN SACHS GROUP INCGSCE60$27,1400.01%
223ENTERGY CORP NEWENO247$26,4290.01%
224CHECK POINT SOFTWARE TECH LTM22465104158$26,0700.01%
225ISHARES TR46432F339150$25,6140.01%
226PALO ALTO NETWORKS INCPANW75$25,4260.01%
227STERIS PLCSTE112$24,5890.01%
228TANGER INCSKT900$24,3990.01%
229BROWN FORMAN CORPBF-B562$24,2730.01%
230VANGUARD WORLD FD92204A70242$24,1030.01%
231SELECT SECTOR SPDR TR81369Y886345$23,5090.01%
232ANHEUSER BUSCH INBEV SA/NVBUDFF400$23,2600.01%
233ENERGY TRANSFER L PET-PI1,399$22,6920.01%
234HUNTINGTON INGALLS INDS INC44641310690$22,1700.01%
235ACUITY BRANDS INCAYI90$21,7300.00%
236ISHARES TR464287762345$21,1390.00%
237NORTHERN TR CORPNTRSO250$20,9950.00%
238BRISTOL-MYERS SQUIBB COCELG-RI495$20,5580.00%
239WHEATON PRECIOUS METALS CORPWPM385$20,1820.00%
240DOMINION ENERGY INCD410$20,0900.00%
241SELECT SECTOR SPDR TR81369Y209135$19,6770.00%
242ISHARES INC46434G103360$19,2710.00%
243FIRSTENERGY CORPFE500$19,1350.00%
244ISHARES INC464286707500$18,8900.00%
245KELLANOVABEKE325$18,7460.00%
246TE CONNECTIVITY LTDTEL124$18,6540.00%
247BIOGEN INCBIIB74$17,1550.00%
248MARSH & MCLENNAN COS INC57174810280$16,8580.00%
249EATON CORP PLCETN53$16,6190.00%
250ISHARES TR464288588179$16,4340.00%
251INGLES MKTS INC457030104239$16,4210.00%
252ECOLAB INCECL67$15,9470.00%
253SPDR DOW JONES INDL AVERAGE78467X10939$15,1690.00%
254BAIDU INCBAIDF165$14,2700.00%
255FEDEX CORPFDX47$14,0930.00%
256AMERICAN TOWER CORP NEW03027X10072$13,9960.00%
257CONSTELLATION BRANDS INCSTZ54$13,8940.00%
258TC ENERGY CORPTRPRF350$13,2650.00%
259FIRST SOLAR INCFSLR58$13,0770.00%
260HOLOGIC INCHOLX175$12,9940.00%
261NISOURCE INCNI445$12,8210.00%
262EVERSOURCE ENERGYES225$12,7600.00%
263CARRIER GLOBAL CORPORATIONCARR200$12,6160.00%
264CALAMOS STRATEGIC TOTAL RETUCSQ732$12,3270.00%
265CAMECO CORPCCJ250$12,3000.00%
266GSK PLCGLAXF313$12,0510.00%
267WISDOMTREE TRWT250$11,6930.00%
268VANGUARD INDEX FDS92290859546$11,5060.00%
269VANGUARD INDEX FDS92290861163$11,4990.00%
270CAMPBELL SOUP COCPB250$11,2980.00%
271ENPRO INCNPO75$10,9180.00%
272SYMBOTIC INCSYM310$10,9000.00%
273ZIMMER BIOMET HOLDINGS INCZBH100$10,8530.00%
274HP INCHPQ298$10,4360.00%
275ASML HOLDING N VASMLF10$10,2280.00%
276DARDEN RESTAURANTS INCDRI67$10,1390.00%
277SPDR SER TR78464A698205$10,0460.00%
278ISHARES TR46434V621170$9,7940.00%
279OTIS WORLDWIDE CORPOTIS100$9,6260.00%
280FORTUNE BRANDS INNOVATIONS IFBIN144$9,3520.00%
281ALCON AGALC104$9,2650.00%
282INVESCO EXCH TRADED FD TR IIIVZ230$9,2490.00%
283NIKE INCNKE121$9,1200.00%
284KENVUE INCKVUE500$9,0900.00%
285BANK NEW YORK MELLON CORP064058100150$8,9840.00%
286TEXAS INSTRS INC88250810446$8,9490.00%
287ILLUMINA INCILMN85$8,8730.00%
288VANGUARD CHARLOTTE FDS92203J407182$8,8580.00%
289ISHARES TR464288406121$8,5000.00%
290TELEFLEX INCORPORATEDTFX40$8,4140.00%
291ILLINOIS TOOL WKS INC45230810935$8,2940.00%
292BCE INCBCPPF250$8,0930.00%
293PG&E CORPPCG-PX450$7,8570.00%
294PAYCHEX INCPAYX66$7,8250.00%
295TRUIST FINL CORP89832Q109200$7,7700.00%
296ISHARES TR464288307114$7,7240.00%
297GLOBAL X FDS37954Y384260$7,6910.00%
298ISHARES TR46428767157$7,2670.00%
299BORGWARNER INCBWA225$7,2540.00%
300ALIBABA GROUP HLDG LTDBBAAY100$7,2000.00%
301ISHARES TR46428766379$6,9630.00%
302VANGUARD SCOTTSDALE FDS92206C40990$6,9550.00%
303TRIMBLE INCTRMB122$6,8230.00%
304ADVANCE AUTO PARTS INCAAP105$6,6500.00%
305TEXAS PACIFIC LAND CORPORATITPL9$6,6090.00%
306CROWN CASTLE INCCCI65$6,3510.00%
307HEWLETT PACKARD ENTERPRISE CHPE-PC286$6,0550.00%
308WATTS WATER TECHNOLOGIES INCWTS33$6,0520.00%
309ISHARES TR46428778860$5,6750.00%
310CARNIVAL CORPCUKPF300$5,6160.00%
311JOHNSON CTLS INTL PLCG5150210583$5,5180.00%
312UNDER ARMOUR INCUA800$5,3360.00%
313SCHWAB STRATEGIC TR80852486296$4,6210.00%
314HEALTHPEAK PROPERTIES INCDOC230$4,5080.00%
315UNITED NAT FOODS INCUNTCW338$4,4280.00%
316WSFS FINL CORP92932810288$4,1360.00%
317F N B CORP302520101300$4,1040.00%
318SOLAREDGE TECHNOLOGIES INCSEDG155$3,9160.00%
319WARNER BROS DISCOVERY INCWBD505$3,7580.00%
320SAFETY INS GROUP INC78648T10050$3,7520.00%
321PRUDENTIAL FINL INCPUKPF32$3,7510.00%
322CORNING INCGLW75$2,9140.00%
323VANGUARD SCOTTSDALE FDS92206C87035$2,7980.00%
324AUTODESK INCADSK11$2,7220.00%
325VANGUARD TAX-MANAGED FDS92194385855$2,7190.00%
326COMPASS MINERALS INTL INCCOMP260$2,6860.00%
327CVS HEALTH CORPCVS45$2,6580.00%
328SMUCKER J M CO83269640523$2,5470.00%
329SUN LIFE FINANCIAL INC.SUNFF50$2,4500.00%
330PTC INCPTC13$2,2710.00%
331CHESAPEAKE ENERGY CORPEXE25$2,0140.00%
332SELECT SECTOR SPDR TR81369Y50622$2,0060.00%
333METLIFE INCMET-PF25$1,7550.00%
334VANGUARD INTL EQUITY INDEX F92204285838$1,6630.00%
335ISHARES TR46428724215$1,6070.00%
336VANGUARD SCOTTSDALE FDS92206C66419$1,5580.00%
337ISHARES TR46428743215$1,3770.00%
338CITIZENS FINL GROUP INCCIA38$1,3520.00%
339WK KELLOGG CO92942W10781$1,3340.00%
340SEAGATE TECHNOLOGY HLDNGS PLSE13$1,2910.00%
341ORLA MNG LTD NEW68634K106300$1,1520.00%
342VANECK ETF TRUST92189F43737$1,0480.00%
343INVESCO EXCH TRADED FD TR IIIVZ86$9940.00%
344SOLVENTUM CORPSOLV18$9520.00%
345ISHARES TR46429B26730$6780.00%
346INVESCO EXCHANGE TRADED FD TIVZ4$6580.00%
347ISHARES TR46428862013$6530.00%
348ISHARES TR4642885136$4630.00%
349MAYVILLE ENGR CO INC57860510725$4170.00%
350SYNOVUS FINL CORP87161C50110$4020.00%
351KYNDRYL HLDGS INCKD15$3950.00%
352UBER TECHNOLOGIES INCUBER5$3640.00%
353VANGUARD SCOTTSDALE FDS92206C7065$2920.00%
354TENET HEALTHCARE CORPTHC2$2670.00%
355GRAIL INCGRAL14$2160.00%
356WHEELS UP EXPERIENCE INCWSUPW100$1890.00%
357BRIGHTHOUSE FINL INC10922N1032$980.00%
358ASSERTIO HOLDINGS INCASRT65$810.00%
359KONINKLIJKE PHILIPS N VRYLPF1$240.00%
360TRANSCODE THERAPEUTICS INCRNAZ1$10.00%