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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

HOYLECOHEN, LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001725547-23-000068

Total Value
$1.00B
Positions
264
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (264)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL712,749$92.6M9.22%
2MICROSOFT CORPMSFT168,879$40.5M4.03%
3SCHWAB STRATEGIC TR808524607570,753$23.1M2.30%
4BERKSHIRE HATHAWAY INC DELBRK-A73,825$22.8M2.27%
5JOHNSON & JOHNSONJNJ128,235$22.7M2.25%
6ALPHABET INCGOOG235,544$20.8M2.07%
7CHEVRON CORP NEWCVX115,719$20.8M2.07%
8CAPITAL GROUP GBL GROWTH EQT14020X104877,620$18.4M1.84%
9BLACKROCK INCBLK24,877$17.6M1.75%
10VISA INCV81,848$17.0M1.69%
11ALPHABET INCGOOG186,674$16.6M1.65%
12NEXTERA ENERGY INCNEE-PW184,133$15.4M1.53%
13QUALCOMM INCQCOM131,644$14.5M1.44%
14COSTCO WHSL CORP NEW22160K10531,390$14.3M1.43%
15AMAZON COM INCAMZN169,867$14.3M1.42%
16PROCTER AND GAMBLE CO74271810991,412$13.9M1.38%
17BROADCOM INCAVGO24,477$13.7M1.36%
18INVESCO QQQ TRIVZ49,800$13.3M1.32%
19MERCK & CO INCMRK115,339$12.8M1.27%
20VANGUARD INDEX FDS92290874489,883$12.6M1.26%
21TESLA INCTSLA99,275$12.2M1.22%
22ABBVIE INCABBV72,326$11.7M1.16%
23JPMORGAN CHASE & COVYLD85,763$11.5M1.14%
24UNION PAC CORPUNP55,525$11.5M1.14%
25BANK AMERICA CORP060505104341,727$11.3M1.13%
26ONEOK INC NEWOKE171,768$11.3M1.12%
27CAPITAL GROUP GROWTH ETF14020G101510,146$10.2M1.01%
28BLACKSTONE INCBX136,125$10.1M1.01%
29HONEYWELL INTL INC43851610646,700$10.0M1.00%
30EXXON MOBIL CORPXOM89,180$9.8M0.98%
31VERIZON COMMUNICATIONS INCVZ234,915$9.3M0.92%
32ENTERPRISE PRODS PARTNERS L293792107381,101$9.2M0.91%
33VANGUARD INDEX FDS92290836325,500$9.0M0.89%
34GOLDMAN SACHS GROUP INCGSCE24,547$8.4M0.84%
35VANGUARD INDEX FDS92290875144,780$8.2M0.82%
36WP CAREY INC92936U109104,636$8.2M0.81%
37ABBOTT LABSABLZF70,846$7.8M0.77%
38VANGUARD INDEX FDS92290876940,634$7.8M0.77%
39BRISTOL-MYERS SQUIBB COCELG-RI107,564$7.7M0.77%
40VANGUARD INDEX FDS92290873634,430$7.3M0.73%
41THERMO FISHER SCIENTIFIC INCTMO13,180$7.3M0.72%
42SCHWAB CHARLES CORPSCHW-PJ86,064$7.2M0.71%
43RAYTHEON TECHNOLOGIES CORPRTX70,644$7.1M0.71%
44VANGUARD INTL EQUITY INDEX F922042858177,659$6.9M0.69%
45NVIDIA CORPORATIONNVDA46,231$6.8M0.67%
46INVESCO EXCHANGE TRADED FD TIVZ47,298$6.7M0.66%
47APPLIED MATLS INC03822210567,555$6.6M0.65%
48KINDER MORGAN INC DELEP-PC356,139$6.4M0.64%
49LINDE PLCLIN18,800$6.1M0.61%
50SIMON PPTY GROUP INC NEW82880610952,115$6.1M0.61%
51INTUITIVE SURGICAL INCISRG22,988$6.1M0.61%
52CAPITAL GROUP DIVIDEND VALUE14020W106252,037$5.9M0.59%
53COCA COLA COKO92,418$5.9M0.59%
54VANGUARD INDEX FDS92290862927,832$5.7M0.56%
55VANGUARD INDEX FDS92290861135,299$5.6M0.56%
56AMERICAN TOWER CORP NEW03027X10026,424$5.6M0.56%
57DOMINION ENERGY INCD90,685$5.6M0.55%
58VANGUARD STAR FDS921909768102,952$5.3M0.53%
59PRINCIPAL FINANCIAL GROUP INPFG62,817$5.3M0.52%
60MCDONALDS CORPMCD19,348$5.1M0.51%
61SPDR SER TR78464A490122,638$5.1M0.50%
62VANGUARD INTL EQUITY INDEX F92204274258,246$5.0M0.50%
63QUEST DIAGNOSTICS INCDGX31,875$5.0M0.50%
64DISNEY WALT CO25468710655,188$4.8M0.48%
65BECTON DICKINSON & COBDX18,757$4.8M0.47%
66ACCENTURE PLC IRELANDACN17,671$4.7M0.47%
67SCHWAB STRATEGIC TR808524805141,353$4.6M0.45%
68VANGUARD SPECIALIZED FUNDS92190884429,780$4.5M0.45%
69SPDR S&P 500 ETF TRSPY11,814$4.5M0.45%
70J P MORGAN EXCHANGE TRADED F46641Q746114,814$4.4M0.44%
71NIKE INCNKE37,316$4.4M0.43%
72XYLEM INCXYL35,903$4.0M0.40%
73BOEING COBA-PA20,670$3.9M0.39%
74UNITED PARCEL SERVICE INCUPS22,337$3.9M0.39%
75META PLATFORMS INCMETA31,526$3.8M0.38%
76LOCKHEED MARTIN CORPLMT7,592$3.7M0.37%
77NXP SEMICONDUCTORS N VNXPI22,992$3.6M0.36%
78CONSTELLATION BRANDS INCSTZ14,593$3.4M0.34%
79DONALDSON INCDCI55,564$3.3M0.33%
80HOME DEPOT INCHD10,287$3.2M0.32%
81SCHWAB STRATEGIC TR80852479742,064$3.2M0.32%
82VENTAS INCVTR70,012$3.2M0.31%
83BLACKSTONE MTG TR INCBX146,186$3.1M0.31%
84ISHARES INC46434G76462,495$3.0M0.30%
85SCHWAB STRATEGIC TR80852450842,421$2.8M0.28%
86INVESCO EXCHANGE TRADED FD TIVZ53,573$2.8M0.27%
87VANGUARD TAX-MANAGED FDS92194385863,195$2.7M0.26%
88SPDR S&P MIDCAP 400 ETF TRMDY5,809$2.6M0.26%
89SALESFORCE INCCRM19,369$2.6M0.26%
90SCHWAB STRATEGIC TR80852430045,897$2.6M0.25%
91AES CORPAES86,178$2.5M0.25%
92NORTHROP GRUMMAN CORPNOC4,532$2.5M0.25%
93GLOBAL PMTS INC37940X10224,831$2.5M0.25%
94CONOCOPHILLIPSCOP20,741$2.4M0.24%
95SELECT SECTOR SPDR TR81369Y80319,413$2.4M0.24%
96CATERPILLAR INCCAT9,923$2.4M0.24%
97CUMMINS INCCMI9,516$2.3M0.23%
98APTARGROUP INCATR20,165$2.2M0.22%
99VANGUARD INTL EQUITY INDEX F92204287439,635$2.2M0.22%
100LILLY ELI & COLLY5,819$2.1M0.21%
101FOCUS FINL PARTNERS INC34417P10057,035$2.1M0.21%
102SEMPRASREA13,631$2.1M0.21%
103INVESCO EXCH TRADED FD TR IIIVZ101,750$2.1M0.21%
104PEPSICO INCPEP11,256$2.0M0.20%
105ANALOG DEVICES INCADI12,350$2.0M0.20%
106ISHARES TR46428723453,229$2.0M0.20%
107GILEAD SCIENCES INCGILD22,970$2.0M0.20%
108ISHARES TR46428780420,710$2.0M0.20%
109ISHARES TR46428746528,708$1.9M0.19%
110MONDELEZ INTL INC60920710527,988$1.9M0.19%
111HEALTHPEAK PROPERTIES INCDOC73,457$1.8M0.18%
112DEERE & CODE4,294$1.8M0.18%
113GENERAL MTRS CO37045V10054,412$1.8M0.18%
114PALO ALTO NETWORKS INCPANW13,059$1.8M0.18%
115LAM RESEARCH CORPLRCX4,270$1.8M0.18%
116BOOKING HOLDINGS INCBKNG853$1.7M0.17%
117STARBUCKS CORPSBUX17,262$1.7M0.17%
118BORGWARNER INCBWA37,658$1.5M0.15%
119ISHARES TR46428773917,326$1.5M0.15%
120SELECT SECTOR SPDR TR81369Y20910,634$1.4M0.14%
121PFIZER INCPFE27,585$1.4M0.14%
122SPDR GOLD TRGLD8,265$1.4M0.14%
123ISHARES TR4642876896,295$1.4M0.14%
124INTEL CORPINTC51,919$1.4M0.14%
125CROWDSTRIKE HLDGS INCCRWD12,942$1.4M0.14%
126SELECT SECTOR SPDR TR81369Y60538,850$1.3M0.13%
127CALIFORNIA WTR SVC GROUP13078810221,886$1.3M0.13%
128SCHWAB STRATEGIC TR80852470655,943$1.3M0.13%
129STMICROELECTRONICS N VSTMEF35,625$1.3M0.13%
130MEDTRONIC PLCMDT15,907$1.2M0.12%
1313M COMMM9,756$1.2M0.12%
132ISHARES TR4642875074,835$1.2M0.12%
133WELLS FARGO CO NEW94974610127,809$1.1M0.11%
134ISHARES TR46428722611,437$1.1M0.11%
135ISHARES TR4642871769,701$1.0M0.10%
136J P MORGAN EXCHANGE TRADED F46641Q83719,602$982,6480.10%
137GENERAL MLS INC37033410411,550$968,4680.10%
138YUM BRANDS INCYUM7,442$953,1630.09%
139PHILIP MORRIS INTL INC7181721099,413$952,6580.09%
140SELECT SECTOR SPDR TR81369Y7049,667$949,3960.09%
141NETFLIX INCNFLX3,214$947,7440.09%
142THIRD COAST BANCSHARES INCTCBX50,000$921,5000.09%
143AMGEN INCAMGN3,478$913,3910.09%
144CISCO SYS INCCSCO18,874$899,1700.09%
145ALTRIA GROUP INCMO19,468$889,8780.09%
146NORFOLK SOUTHN CORP6558441083,594$885,7310.09%
147SELECT SECTOR SPDR TR81369Y30811,832$882,0760.09%
148PROLOGIS INC.PLDGP7,627$859,7480.09%
149WALMART INCWMT6,022$853,9120.08%
150GENERAL DYNAMICS CORPGD3,268$810,8230.08%
151ISHARES TR4642872002,100$806,9300.08%
152SELECT SECTOR SPDR TR81369Y5069,105$796,4360.08%
153INTERNATIONAL BUSINESS MACHSINTR5,581$786,3140.08%
154SCHWAB STRATEGIC TR80852484740,094$773,4140.08%
155ISHARES TR4642875984,848$735,1990.07%
156ULTA BEAUTY INCULTA1,525$715,3320.07%
157GENERAL ELECTRIC CO3696043018,519$713,8040.07%
158ADVANCED MICRO DEVICES INCAMD10,561$684,0360.07%
159DIMENSIONAL ETF TRUST25434V88031,434$678,9740.07%
160CITIGROUP INCC-PR14,974$677,2530.07%
161SELECT SECTOR SPDR TR81369Y4075,082$656,3910.07%
162CSX CORPCSX21,005$650,7240.06%
163ZIONS BANCORPORATION N A98970110713,024$640,2720.06%
164SYSCO CORPSYY8,285$633,3540.06%
165ISHARES TR46429B65512,572$632,7490.06%
166EDWARDS LIFESCIENCES CORPEW8,473$632,1710.06%
167ISHARES TR4642876553,625$631,9880.06%
168ARROWHEAD PHARMACEUTICALS INARWR15,550$630,7080.06%
169UNITEDHEALTH GROUP INCUNH1,163$616,6140.06%
170ISHARES TR4642874084,160$603,4910.06%
171EDISON INTL2810201079,407$598,4430.06%
172AT&T INCT-PC32,455$597,4930.06%
173LIFE STORAGE INC53223X1076,041$595,0380.06%
174NOVO-NORDISK A SNONOF4,250$575,1950.06%
175IDEXX LABS INC45168D1041,400$571,1440.06%
176FASTENAL COFAST12,007$568,1870.06%
177ADOBE SYSTEMS INCORPORATEDADBE1,681$565,7070.06%
178ROSS STORES INCROST4,837$561,4310.06%
179DIMENSIONAL ETF TRUST25434V70822,566$547,8910.05%
180MAGELLAN MIDSTREAM PRTNRS LP55908010610,750$539,7550.05%
181ORACLE CORPORCL-PD6,572$537,1950.05%
182ROYAL BK CDA SUSTAINABL7800871025,700$535,9140.05%
183BLOCK INCBSQKZ8,437$530,1810.05%
184TARGET CORPTGT3,376$503,1980.05%
185PUBLIC STORAGEPSA-PS1,766$494,7250.05%
186AMERICAN EXPRESS COAXP3,238$478,3460.05%
187CINTAS CORPCTAS1,050$474,2010.05%
188HALOZYME THERAPEUTICS INCHALO8,100$460,8900.05%
189EATON CORP PLCETN2,865$449,6620.04%
190VANGUARD INDEX FDS9229085535,408$446,0870.04%
191ISHARES TR4642888855,200$435,5520.04%
192LEGALZOOM COM INCLZ56,006$433,4860.04%
193INVESCO EXCH TRADED FD TR IIIVZ23,100$431,2770.04%
194FISERV INCFISV4,215$426,0100.04%
195NOVARTIS AGNVSEF4,693$425,7490.04%
196VANGUARD CHARLOTTE FDS92203J4078,939$423,9770.04%
197SNOWFLAKE INCSNOW2,893$415,2610.04%
198ISHARES TR4642882574,825$409,5460.04%
199UNITED RENTALS INCURI1,147$407,6670.04%
200SCHWAB STRATEGIC TR8085241028,937$400,4850.04%
201SELECT SECTOR SPDR TR81369Y8528,225$394,7180.04%
202VANGUARD BD INDEX FDS9219378355,450$391,5280.04%
203INVESCO EXCHANGE TRADED FD TIVZ1,600$388,7730.04%
204SELECT SECTOR SPDR TR81369Y1004,989$387,5460.04%
205WASTE MGMT INC DEL94106L1092,465$386,6560.04%
206SPDR SER TR78464A7633,027$378,7110.04%
207SELECT SECTOR SPDR TR81369Y86010,242$378,2520.04%
208HUMANA INCHUM709$363,1430.04%
209SCHWAB STRATEGIC TR8085248397,774$354,8820.04%
210SELECT SECTOR SPDR TR81369Y8864,898$345,3000.03%
211COHEN & STEERS REIT & PFD &19247X10016,880$344,0140.03%
212AMER STATES WTR CO0298991013,678$340,3990.03%
213EQUINIX INCEQIX520$340,3300.03%
214DUKE ENERGY CORP NEWDUKB3,260$335,7300.03%
215ISHARES TR46428822416,696$331,4160.03%
216MORGAN STANLEYMS-PQ3,859$328,1140.03%
217ROPER TECHNOLOGIES INCROP750$324,0680.03%
218TORONTO DOMINION BK ONTTORO5,000$323,8000.03%
219MICROCHIP TECHNOLOGY INC.MCHPP4,550$319,6380.03%
220ISHARES TR4642885134,339$319,4810.03%
221VANGUARD WHITEHALL FDS9219464062,910$314,9330.03%
222SOUTHERN COSOMN4,395$313,8470.03%
223AUTOMATIC DATA PROCESSING INADP1,294$309,0110.03%
224TAIWAN SEMICONDUCTOR MFG LTD8740391004,142$308,5520.03%
225MIDDLEBY CORPMIDD2,300$307,9700.03%
226S&P GLOBAL INCSPGI902$302,1160.03%
227BLACKROCK CORPOR HI YLD FD IBLK33,556$293,2790.03%
228TWO RDS SHARED TR90214Q76633,191$290,4280.03%
229SPDR DOW JONES INDL AVERAGE78467X109853$282,6240.03%
230OREILLY AUTOMOTIVE INC67103H107325$274,3270.03%
231ISHARES TR4642871503,231$273,9890.03%
232TEXAS INSTRS INC8825081041,642$271,2700.03%
233MODERNA INCMRNA1,474$264,7600.03%
234VANGUARD SCOTTSDALE FDS92206C6804,751$261,8630.03%
235TJX COS INC NEW8725401093,268$260,1180.03%
236ENERGY TRANSFER L PET-PI21,899$259,9360.03%
237SCHWAB STRATEGIC TR8085242015,731$258,7720.03%
238UNILEVER PLCUNLYF5,053$254,4050.03%
239ECOLAB INCECL1,747$254,2930.03%
240ISHARES TR46429B6632,405$250,6970.02%
241MACOM TECH SOLUTIONS HLDGS I55405Y1003,925$247,1960.02%
242J P MORGAN EXCHANGE TRADED F46641Q3324,340$236,4870.02%
243YUM CHINA HLDGS INCYUMC4,303$235,1590.02%
244REALTY INCOME CORPO3,621$229,6800.02%
245STRYKER CORPORATIONSYK921$225,1750.02%
246ISHARES TR4642888022,730$224,7340.02%
247PNC FINL SVCS GROUP INC6934751051,415$223,4490.02%
248TC ENERGY CORPTRPRF5,600$223,2160.02%
249PHILLIPS 66PSX2,100$218,5410.02%
250MASTERCARD INCORPORATEDMA612$212,7250.02%
251INVESCO EXCH TRADED FD TR IIIVZ11,049$212,2420.02%
252ISHARES TR4642871681,733$209,0440.02%
253ROCKWELL AUTOMATION INCROK790$203,4800.02%
254PROSHARES TRSPOT12,704$187,0030.02%
255INFINERA CORP45667G10327,000$181,9800.02%
256FORD MTR CO DEL34537086015,639$181,8770.02%
257NUVEEN CA QUALTY MUN INCOMENU11,731$129,8640.01%
258SUMMIT THERAPEUTICS INCSMMT30,432$129,3360.01%
259WARNER BROS DISCOVERY INCWBD12,785$121,2020.01%
260TWO RDS SHARED TR90214Q73310,115$115,8170.01%
261AKOUSTIS TECHNOLOGIES INC00973N10236,902$104,0640.01%
262PERSONALIS INCPSNL15,373$30,4390.00%
263VIRACTA THERAPEUTICS INC92765F10814,000$20,4400.00%
264TRACON PHARMACEUTICALS INC89237H20913,000$19,3700.00%