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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

Copperwynd Financial, LLC

Quarter ended Q2 2023 · Filed April 28, 2023 · Accession 0001687832-23-000001

Total Value
$195.8M
Positions
135
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (135)

#IssuerTicker / CUSIPSharesValue% of Filing
1GLACIER BANCORP INC NEWGBCI445,359$18.7M9.56%
2VANGUARD WORLD FD92191081659,597$12.2M6.22%
3ISHARES TR46428762251,843$11.7M5.96%
4ISHARES TR464287465162,559$11.6M5.94%
5SPDR S&P 500 ETF TRSPY23,507$9.6M4.92%
6VANGUARD INDEX FDS92290873627,329$6.8M3.48%
7J P MORGAN EXCHANGE TRADED F46641Q332124,492$6.8M3.47%
8ISHARES TR46428827384,968$5.1M2.58%
9INVESCO EXCHANGE TRADED FD TIVZ45,833$3.7M1.89%
10APPLE INCAAPL21,886$3.6M1.84%
11GENERAL ELECTRIC CO36960430136,704$3.5M1.79%
12ISHARES TR46428867930,424$3.4M1.72%
13SALESFORCE INCCRM12,738$2.5M1.30%
14SPDR SER TR78464A69856,102$2.5M1.26%
15CHEVRON CORP NEWCVX14,958$2.4M1.25%
16CONOCOPHILLIPSCOP22,940$2.3M1.16%
17MERCK & CO INCMRK20,956$2.2M1.14%
18CADENCE DESIGN SYSTEM INCCDNS9,442$2.0M1.01%
19AMERICAN EXPRESS COAXP11,994$2.0M1.01%
20CITIGROUP INCC-PR42,113$2.0M1.01%
21AMGEN INCAMGN8,162$2.0M1.01%
22PALO ALTO NETWORKS INCPANW9,855$2.0M1.01%
23SEAGEN INCSE9,672$2.0M1.00%
24ISHARES TR46428722619,586$2.0M1.00%
25ANSYS INC03662Q1055,843$1.9M0.99%
26MICROSOFT CORPMSFT6,332$1.8M0.93%
27EXXON MOBIL CORPXOM16,568$1.8M0.93%
28ABBVIE INCABBV11,382$1.8M0.93%
29WORLD GOLD TRGLDW45,347$1.8M0.91%
30BANK NEW YORK MELLON CORP06405810038,843$1.8M0.90%
31AUTOMATIC DATA PROCESSING INADP6,689$1.5M0.76%
32VERTEX PHARMACEUTICALS INCVRTX4,692$1.5M0.76%
33COCA COLA COKO23,637$1.5M0.75%
34INTEL CORPINTC44,358$1.4M0.74%
35OREILLY AUTOMOTIVE INC67103H1071,677$1.4M0.73%
36QUANTA SVCS INC74762E1027,699$1.3M0.66%
37THERMO FISHER SCIENTIFIC INCTMO2,200$1.3M0.65%
38MASTERCARD INCORPORATEDMA3,291$1.2M0.61%
39AMAZON COM INCAMZN10,703$1.1M0.56%
40HOME DEPOT INCHD3,594$1.1M0.54%
41PROSHARES TR74348A46711,068$1.0M0.52%
42VISA INCV4,304$970,4340.50%
43MCKESSON CORPMCK2,723$969,7010.50%
44UNITEDHEALTH GROUP INCUNH1,991$940,9270.48%
45VALERO ENERGY CORPVLO6,523$910,6110.47%
46CVS HEALTH CORPCVS11,967$889,2430.45%
47TARGET CORPTGT5,343$884,9030.45%
48BERKSHIRE HATHAWAY INC DELBRK-A2,850$879,9950.45%
49URANIUM ENERGY CORPUEC297,000$855,3600.44%
50DIAMONDBACK ENERGY INCFANG6,075$821,2040.42%
51AMERIPRISE FINL INC03076C1062,533$776,4870.40%
52LKQ CORPLKQ13,477$764,9710.39%
53CISCO SYS INCCSCO14,628$764,6720.39%
54META PLATFORMS INCMETA3,549$752,0880.38%
55DARDEN RESTAURANTS INCDRI4,819$747,6640.38%
56ALPHABET INCGOOG6,943$722,0720.37%
57KLA CORPKLAC1,793$715,8880.37%
58LOWES COS INC5486611073,551$710,0470.36%
59DANAHER CORPORATION2358511022,795$704,5120.36%
60JPMORGAN CHASE & COVYLD5,362$698,7520.36%
61CF INDS HLDGS INC1252691009,547$692,0620.35%
62REGENERON PHARMACEUTICALSREGN822$675,7670.35%
63ALPHABET INCGOOG6,313$654,8080.33%
64CUMMINS INCCMI2,724$650,6790.33%
65HP INCHPQ22,145$649,9630.33%
66WALMART INCWMT4,351$641,5370.33%
67CONSTELLATION BRANDS INCSTZ2,817$636,3470.33%
68FISERV INCFISV5,621$635,3610.32%
69COSTCO WHSL CORP NEW22160K1051,275$633,6630.32%
70STRYKER CORPORATIONSYK2,217$632,8490.32%
71TRAVELERS COMPANIES INCTRV3,677$630,1890.32%
72UNION PAC CORPUNP3,072$618,2690.32%
73APTIV PLCAPTV5,486$615,4360.31%
74INTERNATIONAL BUSINESS MACHSINTR4,608$604,0630.31%
75WABTEC9297401085,863$592,5150.30%
76ROPER TECHNOLOGIES INCROP1,337$589,3550.30%
77PFIZER INCPFE14,279$582,5700.30%
78SPDR GOLD TRGLD3,152$577,5090.29%
79UNITED RENTALS INCURI1,436$568,3110.29%
80PUBLIC SVC ENTERPRISE GRP IN7445731069,037$564,3500.29%
81ILLUMINA INCILMN2,403$558,8180.29%
82SOUTHWEST AIRLS CO84474110817,119$557,0520.28%
83HOST HOTELS & RESORTS INCHST33,423$551,1400.28%
84METLIFE INCMET-PF9,487$549,6770.28%
85NETFLIX INCNFLX1,582$546,5490.28%
86AIRBNB INCABNB4,393$546,4890.28%
87GARTNER INCIT1,670$544,0360.28%
88ALLSTATE CORPALL-PJ4,878$540,5750.28%
89TESLA INCTSLA2,590$537,3210.27%
90ALIGN TECHNOLOGY INCALGN1,602$535,2920.27%
91VANGUARD WHITEHALL FDS9219464065,042$531,9310.27%
92ZOETIS INCZTS3,155$525,1180.27%
93NIKE INCNKE4,269$523,5500.27%
94CAPITAL ONE FINL CORP14040H1055,361$515,4820.26%
95ABBOTT LABSABLZF5,021$508,4260.26%
96ADOBE SYSTEMS INCORPORATEDADBE1,307$503,6790.26%
97SERVICENOW INCNOW1,073$498,6450.25%
98ACCENTURE PLC IRELANDACN1,744$498,4530.25%
99DTE ENERGY CODTK4,493$492,1760.25%
100DOCUSIGN INCDOCU8,356$487,1550.25%
101AUTODESK INCADSK2,330$485,0130.25%
102BANK AMERICA CORP06050510416,417$469,5310.24%
103PAYPAL HLDGS INCPYPL6,141$466,3480.24%
104TYSON FOODS INCTSN7,766$460,6500.24%
105CELANESE CORP DELCE4,137$450,4780.23%
106DISNEY WALT CO2546871064,439$444,4610.23%
107VERIZON COMMUNICATIONS INCVZ11,214$436,1140.22%
108EAST WEST BANCORP INCEWBC7,570$420,1350.21%
109WALGREENS BOOTS ALLIANCE INC93142710811,946$413,1040.21%
110TPI COMPOSITES INCTPICQ30,256$394,8410.20%
111STARBUCKS CORPSBUX3,429$357,0620.18%
112NVIDIA CORPORATIONNVDA1,283$356,3090.18%
113WEST PHARMACEUTICAL SVSC INC955306105867$300,3890.15%
114PENTAIR PLCPNR4,648$256,8950.13%
115GRAINGER W W INC384802104367$252,7930.13%
116ISHARES TR464287200609$250,3540.13%
117LOCKHEED MARTIN CORPLMT521$246,2920.13%
118CINTAS CORPCTAS523$241,9820.12%
119NUCOR CORPNUE1,562$241,2820.12%
120DOVER CORPDOV1,582$240,3690.12%
121GENERAL DYNAMICS CORPGD1,009$230,2640.12%
122CATERPILLAR INCCAT998$228,3820.12%
123EXPEDITORS INTL WASH INC3021301092,051$225,8560.12%
124PRICE T ROWE GROUP INCTROW1,907$215,3000.11%
125ALBEMARLE CORPALB-PA957$211,5350.11%
126GENUINE PARTS COGPC1,262$211,1450.11%
127PINNACLE WEST CAP CORPPNW2,557$202,6170.10%
128VANGUARD INDEX FDS9229087441,466$202,4690.10%
129AFLAC INCAFL3,135$202,2700.10%
130CHUBB LIMITEDCB1,033$200,5880.10%
131EATON VANCE TAX-MANAGED GLOBETN24,616$192,2510.10%
132VIRTUS DIVIDEND INTEREST & PNFJ11,541$135,7220.07%
133IAMGOLD CORPIAG27,000$73,1700.04%
134PROTERRA INC74374T10911,211$17,0410.01%
135DENISON MINES CORPDNN13,000$14,1700.01%