Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

American Trust

Quarter ended Q3 2024 · Filed September 12, 2024 · Accession 0001905128-24-000005

Total Value
$1.22B
Positions
244
Other Managers
6
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500922908363353,842$177.0M14.50%
2SCHWAB US LARGE CAP8085242011,267,196$81.4M6.67%
3ISHARES CORE DIVIDEND GROWTH46434V6211,340,138$77.2M6.32%
4VANGUARD INTERMED TERM BOND ETF921937819997,892$74.7M6.12%
5VANGUARD MID CAP INDEX ETF922908629255,177$61.8M5.06%
6ISHARES CORE S&P MID-CAP ETF464287507986,081$57.7M4.73%
7VANGUARD SMALL CAP ETF922908751248,210$54.1M4.43%
8JPMorgan Active Growth ETF46654Q609695,401$52.3M4.28%
9VANGUARD FTSE DEVELOPED MARKETS921943858738,323$36.5M2.99%
10Vanguard Mega Cap Growth ETF921910816100,927$31.7M2.60%
11JP MORGAN ULTRA SHORT INCOME ET46641Q837495,871$25.0M2.05%
12VANGUARD GROWTH ETF92290873655,718$20.8M1.71%
13VANGUARD INTERMEDIATE TERM GOVE92206C706343,858$20.0M1.64%
14VANGUARD FTSE EMERGING MARKETS922042858420,204$18.4M1.51%
15VANGUARD MORTGAGE-BACKED SECS E92206C771367,142$16.7M1.37%
16MICROSOFTMSFT36,990$16.5M1.35%
17VANGUARD INTERMEDIATE-TERM CORP92206C870206,233$16.5M1.35%
18APPLE INCAAPL72,174$15.2M1.25%
19VANGUARD INTL DIV APPREC ETF921946810166,691$13.5M1.11%
20SCHWAB FUNDAMENTAL US LARGE COM808524771152,559$10.2M0.84%
21SCHWAB FUNDAMENTAL INTL LARGE C808524755261,745$9.2M0.75%
22UNITEDHEALTH GROUPUNH16,730$8.5M0.70%
23JP MORGAN CHASEVYLD41,547$8.4M0.69%
24TJX COMPANIES87254010972,784$8.0M0.66%
25TAIWAN SEMICONDUCTOR MFG CO LTD87403910044,156$7.7M0.63%
26COSTCO WHOLESALE CORP22160K1058,890$7.6M0.62%
27VANGUARD SHORT-TERM CORP BD IDX92206C40991,697$7.1M0.58%
28AMAZON.COM INCAMZN36,077$7.0M0.57%
29VANGUARD SHORT TERM GOVERNMENT92206C102114,283$6.6M0.54%
30HONEYWELL INTERNATIONAL INC43851610631,021$6.6M0.54%
31ISHARES BROAD USD HIGH YLD CORP46435U853182,154$6.6M0.54%
32KLA CORP.KLAC7,999$6.6M0.54%
33ACCENTURE PLCACN21,025$6.4M0.52%
34LINDE PLCLIN14,480$6.4M0.52%
35TEXAS INSTRUMENTS88250810430,077$5.9M0.48%
36CINTAS CORP.CTAS8,137$5.7M0.47%
37MARSH & MCLENNAN COMPANIES, INC57174810226,169$5.5M0.45%
38PEPSI COPEP33,193$5.5M0.45%
39VISA INCV20,038$5.3M0.43%
40JOHNSON & JOHNSONJNJ35,436$5.2M0.42%
41STRYKER CORPSYK14,313$4.9M0.40%
42HOME DEPOT INC.HD14,063$4.8M0.40%
43PROCTER & GAMBLE74271810929,110$4.8M0.39%
44SPDR S&P DIVIDEND ETF78464A76336,583$4.7M0.38%
45AMPHENOL CORP03209510168,145$4.6M0.38%
46SPDR Gold MiniSharesGLDW97,781$4.5M0.37%
47DEERE CODE11,764$4.4M0.36%
48EOG RESOURCESEOG34,497$4.3M0.36%
49MASTERCARD INCORPORATEDMA9,805$4.3M0.35%
50HERSHEY FOODS COHSY22,999$4.2M0.35%
51SCHWAB CORPSCHW-PJ56,130$4.1M0.34%
52CUMMINS INCCMI14,586$4.0M0.33%
53NEXTERA ENERGY INC.NEE-PW53,515$3.8M0.31%
54COMCAST CORPORATIONCCZ94,436$3.7M0.30%
55NVIDIA CORPNVDA29,549$3.7M0.30%
56ISHARES EDGE MSCI USA QUALITY F46432F33921,000$3.6M0.29%
57ABBOTT LABABLZF33,938$3.5M0.29%
58SPDR S&P 500 GROWTH ETF78464A40943,943$3.5M0.29%
59THERMO FISHER SCIENTIFIC INCTMO6,294$3.5M0.29%
60PAYCHEX INCPAYX29,325$3.5M0.28%
61NIKE, INCNKE46,076$3.5M0.28%
62BLACKROCK INC.BLK4,404$3.5M0.28%
63ZOETIS INC.ZTS19,491$3.4M0.28%
64Vanguard Shrt-Term Infl-Prot Se92202080566,230$3.2M0.26%
65DOLLAR GENERAL CORPORATION25667710524,073$3.2M0.26%
66DOVER CORPORATIONDOV17,290$3.1M0.26%
67VG TOTL STK VPRS92290876911,618$3.1M0.25%
68iShares 0-5 Year High Yield Bon46434V40765,090$2.7M0.23%
69ROPER INDUSTRIES INC.ROP4,850$2.7M0.22%
70HUNT J B TRANS SVCS INC44565810717,077$2.7M0.22%
71VANGUARD TOTAL BOND MARKET ETF92193783536,410$2.6M0.21%
72SHERWIN WILLIAMS CO.SHW8,328$2.5M0.20%
73SPDR S&P 500SPY4,409$2.4M0.20%
74Vanguard Emerging Mrkts Govt Bo92194688537,813$2.4M0.19%
75GILEAD SCIENCES INC.GILD33,226$2.3M0.19%
76ELI LILLY & COLLY2,488$2.3M0.18%
77VANGUARD TOTAL INTERNATIONAL BO92203J40746,163$2.2M0.18%
78CHUBB LTDCB8,756$2.2M0.18%
79MCDONALDSMCD7,653$2.0M0.16%
80ALPHABET, INC. CLASS AGOOG9,543$1.7M0.14%
81ALPHABET, INC. CLASS CGOOG9,103$1.7M0.14%
82META PLATFORMS INC. CL AMETA3,267$1.6M0.13%
83AMERICAN EXPRESS COAXP7,043$1.6M0.13%
84ISHARES CORE S&P 500 ETF4642872002,749$1.5M0.12%
85DANAHER CORP2358511025,941$1.5M0.12%
86INVESCO QQQ TRUSTIVZ3,087$1.5M0.12%
87BERKSHIRE HATHAWAY INC CLASS BBRK-A3,330$1.4M0.11%
88ISHARES MORNINGSTAR U.S. EQUITY46428712715,610$1.2M0.10%
89ABBVIE INCABBV6,468$1.1M0.09%
90ISHARES S&P MIDCAP 400 VALUE IN4642877059,381$1.1M0.09%
91COCA-COLAKO15,802$1.0M0.08%
92AMERICAN TOWER CORP A03027X1004,724$918,2510.08%
93VANGUARD VALUE ETF9229087445,611$899,9900.07%
94ARISTA NETWORKSANET2,552$894,4250.07%
95PROGRESSIVE CORP.7433151034,304$893,9840.07%
96Invesco S&P MidCap Momentum ETFIVZ7,751$883,5470.07%
97Arch Capital Group LtdG0450A1058,174$824,6750.07%
98VANGUARD SMALL CAP GROWTH ETF9229085953,217$804,7310.07%
99MCKESSON CORPMCK1,357$792,5420.06%
100NOVO-NORDISK A/S ADRNONOF5,323$759,8050.06%
101TRUIST FINANCIAL CORP.89832Q10918,904$734,4200.06%
102WALMART INC.WMT10,833$733,5020.06%
103ISHARES RUSSELL 1000 VALUE INDE4642875984,204$733,4720.06%
104THE TRADE DESK INC.88339J1057,462$728,8140.06%
105BROADCOM INC.AVGO440$706,4330.06%
106Vanguard S&P 500 Growth ETF9219325052,050$683,7170.06%
107AppLovin Corp Cl AAPP8,030$668,2570.05%
108OKTA INC. CL AOKTA7,122$666,6900.05%
109FTAI AVIATION LTDFTAIN6,426$663,3560.05%
110UNION PACIFIC CORPUNP2,834$641,2210.05%
111S&P GLOBAL INC.SPGI1,429$637,3340.05%
112LOCKHEED MARTIN CORPORATIONLMT1,294$604,4270.05%
113NUTANIX INC.NTNX9,894$562,4740.05%
114GENERAL DYNAMICS CORP.GD1,933$560,8410.05%
115Vertiv Hldg Co Class AVRT6,451$558,4630.05%
116AO SMITH CORPAOS6,800$556,1040.05%
117WASTE MANAGEMENT94106L1092,552$544,4440.04%
118CROWDSTRIKE HOLDINGS ORD SHS CLCRWD1,385$530,7180.04%
119ALLEGHENY TECHATI9,200$510,1400.04%
120iShares ESG Aware MSCI USA Smal46435U66313,087$503,8780.04%
121Mastec IncMTZ4,634$495,7920.04%
122NORTHROP GRUMMAN CORP.NOC1,115$486,0840.04%
123SPOTIFY TECHNOLOGY SASPOT1,547$485,4330.04%
124KIMBERLY-CLARK CORPORATIONKMB3,481$481,0740.04%
125Ferrari N.V.RACE1,177$480,6510.04%
126EA BRIDGEWAY BLUE CHIP ETF02072L71439,845$480,5280.04%
127CHEVRON CORPCVX3,066$479,5840.04%
128BUILDERS FIRSTSOURCE INCBLDR3,452$477,7910.04%
129EBAY INCEBAY8,880$477,0340.04%
130SPDR PORTFOLIO DEVELOPED WORLD78463X88913,511$473,9520.04%
131First Citizens BancShares Inc/N31946M103279$469,7270.04%
132APPLIED MATLS INC0382221051,990$469,6200.04%
133SPDR PORTFOLIO SMALL CAP ETF78468R85311,224$466,1160.04%
134Goldman Sachs ActiveBeta US LgCNVGLF4,139$442,6160.04%
135ASML HOLDING NVASMLF425$434,6600.04%
136ENCOMPASS HEALTH CORPORATIONEHC5,020$430,6660.04%
137AUTOMATIC DATA PROCADP1,803$430,3580.04%
138XPO LOGISTICS INC.XPO3,971$421,5220.03%
139ISHARES TRUST BARCLAYS 20 YEAR4642874324,585$420,8120.03%
140BANK OF AMERICA06050510410,529$418,7380.03%
141Beacon Roofing Supply Inc0736851094,594$415,7570.03%
142EXXON MOBIL CORPXOM3,573$411,3240.03%
143ELEVANCE HEALTH INCELV758$410,7300.03%
144Icon PLC ADRICLR1,275$399,6740.03%
145ISHARES BARCLAYS TIPS BOND4642871763,690$393,9950.03%
146NVR INC.NVR50$379,4280.03%
147CANADIAN PACIFIC KANSAS CITY LTCP4,817$379,2420.03%
148MRC Global55345K10328,936$373,5640.03%
149Steris PLCSTE1,658$363,9970.03%
150QUALCOMM INCQCOM1,826$363,7030.03%
151BORGWARNER INC.BWA11,097$357,7670.03%
152Monolithic Power Systems609839105433$355,7870.03%
153DECKERS OUTDOOR CORPORATIONDECK360$348,4620.03%
154VANGUARD LARGE CAP ETF9229086371,392$347,4710.03%
155Natera Inc ComNTRA3,208$347,3940.03%
156ASTRAZENECA PLC ADRAZN4,387$342,1420.03%
157Apollo Global Management Inc Cl03769M1062,895$341,8130.03%
158Eagle Materials Inc26969P1081,537$334,2360.03%
159AFLAC INCAFL3,730$333,1260.03%
160Avantor IncAVTR15,426$327,0310.03%
161PERMIAN RESOURCES CORP CL APR20,098$324,5830.03%
162SCHWAB US MID-CAP ETF8085245084,165$324,1620.03%
163CENCORA INCCOR1,419$319,7010.03%
164STOCK YARDS BANCORP INC.8610251046,355$315,6530.03%
165VANGUARD MID CAP VALUE ETF9229085122,079$312,6840.03%
166LOWES COS INC5486611071,407$310,1870.03%
167DICKS SPORTING GOODS INC.2533931021,439$309,1690.03%
168CARPENTER TECHNOLOGY CORPORATIOCRS2,800$306,8240.03%
169Summit Materials Inc86614U1008,329$304,9250.02%
170CISCO SYS INCCSCO6,355$301,9260.02%
171KBR INC.KBR4,604$295,3010.02%
172VEEVA SYSTEMS INC CLASS AVEEV1,587$290,4370.02%
173CATERPILLAR INCCAT866$288,4650.02%
174AMERIPRISE FINANCIAL03076C106670$286,2170.02%
175First Bancorp31867270615,586$285,0680.02%
176ADVANCED MICRO DEVICES INCAMD1,741$282,4080.02%
177DOCUSIGN INC.DOCU5,250$280,8750.02%
178Epam Sys IncEPAM1,487$279,7200.02%
179GRANITE CONSTRUCTION INCGVA4,507$279,2990.02%
180MARKEL CP HLDG COMKL176$277,3160.02%
181JABIL CIRCUIT INCJBL2,541$276,4350.02%
182WASTE CONNECTIONS INCWCN1,573$275,8410.02%
183EVEREST RE GROUPEG720$274,3340.02%
184Caesars Entertainment Inc12769G1006,902$274,2850.02%
185CLOROX COCLX2,001$273,0760.02%
186DOMINOS PIZZA INC.DPZ524$270,5570.02%
187WINTRUST FINL CORP97650W1082,741$270,1530.02%
188PARKER-HANNIFIN CORPPH529$267,5730.02%
189ALASKA AIR GROUPALK6,562$265,1050.02%
190AON PLC CLASS AAON893$262,1670.02%
191GOLDMAN SACHS GRPGSCE572$258,7270.02%
192GUIDEWIRE SOFTWARE INCGWRE1,869$257,7160.02%
193Atlassian Corp Cl ATEAM1,456$257,5370.02%
194FERGUSON PLCG3421J1061,318$255,2310.02%
195UNITED RENTALS INCURI394$254,8120.02%
196Planet Fitness Inc Cl APLNT3,445$253,5180.02%
197QORVO INC.QRVO2,110$244,8440.02%
198ICICI BANK ADRIBN8,470$244,0210.02%
199BECTON DICKINSON & COBDX1,043$243,7600.02%
200EQUIFAX INCEFX1,002$242,9450.02%
201BOOKING HOLDINGS INC.BKNG61$241,6520.02%
202ISHARES RUSSELL MIDCAP VALUE IN4642874731,998$241,2390.02%
203MATTEL INCMAT14,554$236,6480.02%
204NU HOLDINGS LTD USD0.0000066666NU18,103$233,3480.02%
205ISHARES CORE MSCI EAFE ETF46432F8423,207$232,9220.02%
206ZSCALER INC.ZS1,210$232,5500.02%
207WELLS FARGO & CO9497461013,913$232,3930.02%
208ISHARES S&P GROWTH INDEX FD4642873092,504$231,6900.02%
209TREX ORD SHSTREX3,121$231,3290.02%
210Independence Realty Trust Inc45378A10612,300$230,5020.02%
211MARATHON PETROLEUM CORPMARA1,327$230,2080.02%
212FLEXTRONICS INTLFLEX7,699$227,0440.02%
213MERCADOLIBRE INC.MELI138$226,7890.02%
214SM ENERGY COSM5,234$226,2660.02%
215STAG Industrial Inc.85254J1026,255$225,5550.02%
216MORGAN STANLEYMS-PQ2,303$223,8290.02%
217MERCK & CO, INC. NEWMRK1,779$220,2400.02%
218COHERENT CORPCOHR3,023$219,0470.02%
219THE COOPER COMPANIES INC2166485012,507$218,8610.02%
220Regal Rexnord CorporationRRX1,612$217,9750.02%
221L3HARRIS TECHNOLOGIES INC.LHX968$217,3930.02%
222THE CARLYLE GROUP LPCGABL5,377$215,8870.02%
223QUANTA SERVICES INC.74762E102842$213,9440.02%
224RENAISSANCERE HOLDINGS LTD.RNR-PG955$213,4520.02%
225INSPIRE MEDICAL SYSTEMS INC.4577301091,588$212,5220.02%
226TESLA MOTORS INC.TSLA1,065$210,7420.02%
227PNC BANK6934751051,347$209,4320.02%
228MATADOR RESOURCES COMTDR3,500$208,6000.02%
229Thomson Reuters Corp.TMSOF1,234$208,0150.02%
230POOL CORPORATIONPOOL674$207,1400.02%
231COUPANG INC. CL ACPNG9,877$206,9230.02%
232CHARLES RIVER LABORATORIES INTE159864107976$201,6220.02%
233SMARTSHEET INC CLASS A83200N1034,570$201,4460.02%
234ADT CORPORATIONADT21,994$167,1540.01%
235Stoneridge IncSRI10,032$160,1110.01%
236HUNTINGTON BANCSHARES INC.HBANP12,030$158,5550.01%
237Indie Semiconductor Inc Cl AINDI22,601$139,4480.01%
238Controladora Vuela Cia De Aviac21240E10521,049$133,8720.01%
239Integral Ad Science Holding Cor45828L10813,305$129,3250.01%
240Azul Holdings IncAZLUY29,207$116,8280.01%
241Array Technologies IncARRY10,332$106,0060.01%
242Shoals Technologies Group Inc OSHLS10,884$67,9160.01%
243Leslies Poolmart52706410910,194$42,7130.00%
244Planet Labs PBCPL-WT17,261$32,1050.00%