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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

Stonegate Investment Group, LLC

Quarter ended Q1 2023 · Filed January 24, 2023 · Accession 0001951757-23-000045

Total Value
$231.6M
Positions
339
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (339)

#IssuerTicker / CUSIPSharesValue% of Filing
1CHEVRON CORP NEWCVX753,908$135.3M5.84%
2APPLE INCAAPL1,034,652$134.4M5.81%
3MICROSOFT CORPMSFT481,006$115.4M4.98%
4EXXON MOBIL CORPXOM960,908$106.0M4.58%
5JOHNSON &JOHNSONJNJ491,410$86.8M3.75%
6WALMART INCWMT606,008$85.9M3.71%
7HOME DEPOT INCHD231,084$73.0M3.15%
8JPMORGAN CHASE &COVYLD522,641$70.1M3.03%
9ALPHABET INCGOOG767,699$67.7M2.93%
10CISCO SYS INCCSCO1,379,705$65.7M2.84%
11BERKSHIRE HATHAWAY INC DELBRK-A207,553$64.1M2.77%
12VISA INCV304,056$63.2M2.73%
13ABBVIE INCABBV378,260$61.1M2.64%
14CVS HEALTH CORPCVS654,233$61.0M2.63%
15SOUTHERN COSOMN759,089$54.2M2.34%
16PHILLIPS 66PSX494,206$51.4M2.22%
17HONEYWELL INTL INC438516106237,771$51.0M2.20%
18DANAHER CORPORATION235851102179,490$47.6M2.06%
19INTERNATIONAL BUSINESS MACHSINTR312,927$44.1M1.90%
20AMAZON COM INCAMZN488,027$41.0M1.77%
21COSTCO WHSL CORP NEW22160K10576,026$34.7M1.50%
22PROLOGIS INC.PLDGP302,258$34.1M1.47%
23TJX COS INC NEW872540109386,965$30.8M1.33%
24PAYPAL HLDGS INCPYPL420,783$30.0M1.29%
25NOKIA CORPNOKBF5,937,195$27.5M1.19%
26ISHARES TR46428720069,653$26.8M1.16%
27LOCKHEED MARTIN CORPLMT53,733$26.1M1.13%
28DISNEY WALT CO254687106285,535$24.8M1.07%
29INTEL CORPINTC908,211$24.0M1.04%
30WALGREENS BOOTS ALLIANCE INC931427108632,870$23.6M1.02%
313M COMMM180,856$21.7M0.94%
32BANK AMERICA CORP060505104629,035$20.8M0.90%
33MID-AMER APT CMNTYS INC59522J10391,532$14.4M0.62%
34RAYTHEON TECHNOLOGIES CORPRTX135,363$13.7M0.59%
35COCA COLA COKO210,545$13.4M0.58%
36VANGUARD INDEX FDS92290836336,672$12.9M0.56%
37MCDONALDS CORPMCD44,066$11.6M0.50%
38LINDE PLCLIN35,400$11.5M0.50%
39PROCTER AND GAMBLE CO74271810975,477$11.4M0.49%
40UNITED PARCEL SERVICE INCUPS60,140$10.5M0.45%
41EOG RES INCEOG72,924$9.4M0.41%
42REPUBLIC SVCS INC76075910070,402$9.1M0.39%
43UNION PAC CORPUNP43,129$8.9M0.39%
44PFIZER INCPFE172,915$8.9M0.38%
45UNITEDHEALTH GROUP INCUNH15,889$8.4M0.36%
46CONOCOPHILLIPSCOP70,879$8.4M0.36%
47TEXAS INSTRS INC88250810450,049$8.3M0.36%
48MARSH &MCLENNAN COS INC57174810244,526$7.4M0.32%
49COMCAST CORP NEWCCZ208,146$7.3M0.31%
50CHUBB LIMITEDCB32,581$7.2M0.31%
51ISHARES TR464287499105,880$7.1M0.31%
52NEXTERA ENERGY INCNEE-PW83,590$7.0M0.30%
53STARBUCKS CORPSBUX69,360$6.9M0.30%
54BROADCOM INCAVGO12,243$6.8M0.30%
55VERIZON COMMUNICATIONS INCVZ172,715$6.8M0.29%
56INVESCO QQQ TRIVZ24,478$6.5M0.28%
57MORGAN STANLEYMS-PQ72,367$6.2M0.27%
58BLACKROCK INCBLK8,672$6.1M0.27%
59ACCENTURE PLC IRELANDACN22,669$6.0M0.26%
60NORFOLK SOUTHN CORP65584410824,518$6.0M0.26%
61GOLDMAN SACHS GROUP INCGSCE17,538$6.0M0.26%
62TRUIST FINL CORP89832Q109126,524$5.4M0.24%
63META PLATFORMS INCMETA44,030$5.3M0.23%
64SYSCO CORPSYY64,293$4.9M0.21%
65SERVISFIRST BANCSHARES INCSFBS62,494$4.3M0.19%
66AMERICAN EXPRESS COAXP29,050$4.3M0.19%
67GLOBE LIFE INCGL-PD35,495$4.3M0.18%
68MASTERCARD INCORPORATEDMA12,185$4.2M0.18%
69DUKE ENERGY CORP NEWDUKB37,831$3.9M0.17%
70ISHARES TR46428722640,100$3.9M0.17%
71MERCK &CO INCMRK34,656$3.8M0.17%
72REGIONS FINANCIAL CORP NEWRF-PF175,226$3.8M0.16%
73NORTHROP GRUMMAN CORPNOC6,778$3.7M0.16%
74VANGUARD INDEX FDS92290876918,908$3.6M0.16%
75VULCAN MATLS CO92916010920,637$3.6M0.16%
76GENERAL ELECTRIC CO36960430143,066$3.6M0.16%
77TRAVELERS COMPANIES INCTRV18,869$3.5M0.15%
78VANGUARD INDEX FDS92290863720,258$3.5M0.15%
79GLOBAL PMTS INC37940X10234,703$3.4M0.15%
80SYNOVUS FINL CORP87161C50191,130$3.4M0.15%
81TARGET CORPTGT22,094$3.3M0.14%
82ABBOTT LABSABLZF29,425$3.2M0.14%
83BRISTOL-MYERS SQUIBB COCELG-RI40,176$2.9M0.12%
84BECTON DICKINSON &COBDX11,265$2.9M0.12%
85ADOBE SYSTEMS INCORPORATEDADBE8,068$2.7M0.12%
86LOWES COS INC54866110713,389$2.7M0.12%
87AMGEN INCAMGN10,006$2.6M0.11%
88ALTRIA GROUP INCMO57,249$2.6M0.11%
89BHP GROUP LTDBHPLF41,082$2.5M0.11%
90HUMANA INCHUM4,840$2.5M0.11%
91ISHARES TR46428761411,244$2.4M0.10%
92PALO ALTO NETWORKS INCPANW16,529$2.3M0.10%
93CROWN CASTLE INCCCI16,907$2.3M0.10%
94DEERE &CODE5,282$2.3M0.10%
95INTUITINTU5,653$2.2M0.10%
96VANGUARD SPECIALIZED FUNDS92190884414,197$2.2M0.09%
97GENUINE PARTS COGPC11,755$2.0M0.09%
98THERMO FISHER SCIENTIFIC INCTMO3,612$2.0M0.09%
99JOHNSON CTLS INTL PLCG5150210529,410$1.9M0.08%
100PEPSICO INCPEP10,124$1.8M0.08%
101WASTE MGMT INC DEL94106L10911,584$1.8M0.08%
102SPDR SER TR78464A76314,510$1.8M0.08%
103ODYSSEY MARINE EXPL INCOMEX461,162$1.8M0.08%
104ULTA BEAUTY INCULTA3,793$1.8M0.08%
105NVIDIA CORPORATIONNVDA12,109$1.8M0.08%
106WELLS FARGO CO NEW94974610141,895$1.7M0.07%
107ALPHABET INCGOOG19,380$1.7M0.07%
108STATE STR CORPSTT-PG21,921$1.7M0.07%
109JACOBS SOLUTIONS INCJ13,714$1.6M0.07%
110ISHARES TR46432F84226,579$1.6M0.07%
111BLACKSTONE INCBX21,775$1.6M0.07%
112FIDELITY NATIONAL FINANCIALFNF41,852$1.6M0.07%
113SALESFORCE INCCRM11,358$1.5M0.07%
114DOMINION ENERGY INCD24,369$1.5M0.06%
115FIDELITY NATL INFORMATION SV31620M10621,982$1.5M0.06%
116ISHARES TR4642876558,281$1.4M0.06%
117PINTEREST INCPINS59,044$1.4M0.06%
118AUTODESK INCADSK7,652$1.4M0.06%
119CATERPILLAR INCCAT5,882$1.4M0.06%
120PHILIP MORRIS INTL INC71817210913,880$1.4M0.06%
121DECKERS OUTDOOR CORPDECK3,453$1.4M0.06%
122LILLY ELI &COLLY3,539$1.3M0.06%
123VERTEX PHARMACEUTICALS INCVRTX4,295$1.2M0.05%
124WORKDAY INCWDAY7,349$1.2M0.05%
125SNOWFLAKE INCSNOW8,471$1.2M0.05%
126CHEWY INCCHWY32,697$1.2M0.05%
127AIR PRODS &CHEMS INCAIIR3,925$1.2M0.05%
128PIONEER NAT RES CO7237871075,296$1.2M0.05%
129CROWDSTRIKE HLDGS INCCRWD11,459$1.2M0.05%
130AT&T INCT-PC63,259$1.2M0.05%
131ROCKWELL AUTOMATION INCROK4,519$1.2M0.05%
132HUBSPOT INCHUBS3,967$1.1M0.05%
133MERCADOLIBRE INCMELI1,350$1.1M0.05%
134NOVO-NORDISK A SNONOF8,350$1.1M0.05%
135GRAB HOLDINGS LIMITEDGRABW350,000$1.1M0.05%
136WILLIAMS COS INC96945710033,193$1.1M0.05%
137MONGODB INCMDB5,502$1.1M0.05%
138DYNATRACE INCDT28,115$1.1M0.05%
139NIKE INCNKE9,102$1.1M0.05%
140REDFIN CORP75737F108250,000$1.1M0.05%
141EMERSON ELEC COEMR10,771$1.0M0.04%
142OKTA INCOKTA15,000$1.0M0.04%
143AMERICAN INTL GROUP INC02687478416,158$1.0M0.04%
144DIAGEO PLCDGEAF5,628$1.0M0.04%
145FREEPORT-MCMORAN INCFCX25,554$971,0520.04%
146SHOPIFY INCSHOP27,698$961,3850.04%
147DATADOG INCDDOG13,000$955,5000.04%
148MONDELEZ INTL INC60920710513,960$930,4660.04%
149SNAP INCSNAP102,370$916,2120.04%
150CONFLUENT INC20717M10341,000$911,8400.04%
151ATLASSIAN CORPORATIONTEAM7,021$903,4620.04%
152TWILIO INCTWLO18,045$883,4830.04%
153AMERICAN TOWER CORP NEW03027X1004,158$880,9380.04%
154WHEELS UP EXPERIENCE INCWSUPW853,680$879,2900.04%
155PAYONEER GLOBAL INCPAYO160,000$875,2000.04%
156ECOLAB INCECL5,863$853,4180.04%
157TEXAS PACIFIC LAND CORPORATITPL363$850,1580.04%
158FARFETCH LTD30744W107177,987$841,8780.04%
159FORD MTR CO DEL34537086069,416$807,3040.03%
160APOLLO GLOBAL MGMT INC03769M10612,620$804,9990.03%
161MCCORMICK &CO INCMKC-V9,687$802,9550.03%
162EDWARDS LIFESCIENCES CORPEW10,726$800,2670.03%
163SPDR GOLD TRGLD4,689$795,4420.03%
164MARRIOTT INTL INC NEW5719032025,275$785,3950.03%
165ISHARES INC46434G10316,787$783,9640.03%
166ISHARES TR4642876893,536$780,3240.03%
167TE CONNECTIVITY LTDTEL6,726$772,1450.03%
168UNILEVER PLCUNLYF15,275$769,1080.03%
169ROBLOX CORPRBLX26,600$757,0360.03%
170EATON CORP PLCETN4,701$737,8220.03%
171PNC FINL SVCS GROUP INC6934751054,671$737,6910.03%
172ENBRIDGE INCENNPF18,827$736,1470.03%
173ORACLE CORPORCL-PD9,004$735,9870.03%
174SENTINELONE INCS50,000$729,5000.03%
175VERISK ANALYTICS INCVRSK4,088$721,2050.03%
176BIOGEN INCBIIB2,602$720,5460.03%
177AMERICAN ELEC PWR CO INC0255371017,400$702,5840.03%
178KINDER MORGAN INC DELEP-PC38,260$691,7370.03%
179VANGUARD INDEX FDS9229086293,369$686,6360.03%
180ST JOE COJOE16,937$654,6170.03%
181ASTRAZENECA PLCAZN9,598$650,7440.03%
182QUALCOMM INCQCOM5,859$644,1060.03%
183ISHARES TR4642874084,436$643,5120.03%
184VACASA INC91854V107500,000$630,0000.03%
185CSX CORPCSX20,057$621,3630.03%
186SEMPRASREA4,001$618,3150.03%
187DUPONT DE NEMOURS INCDD8,775$602,2290.03%
188EQUITY LIFESTYLE PPTYS INC29472R1089,152$591,1980.03%
189AMERIPRISE FINL INC03076C1061,883$586,3310.03%
190OREILLY AUTOMOTIVE INC67103H107692$584,0690.03%
191METLIFE INCMET-PF8,045$582,2170.03%
192BK OF AMERICA CORP060505682489$567,2400.02%
193PPG INDS INC6935061074,508$566,8360.02%
194BIOCRYST PHARMACEUTICALS INCBCRX48,988$562,3820.02%
195INTUITIVE SURGICAL INCISRG2,092$555,1120.02%
196SCHWAB STRATEGIC TR80852410212,214$547,3000.02%
197IN8BIO INCINAB232,310$536,6360.02%
198S&P GLOBAL INCSPGI1,589$532,2230.02%
199SHERWIN WILLIAMS COSHW2,230$529,2530.02%
200VANGUARD INDEX FDS9229087362,466$525,5290.02%
201APPLIED MATLS INC0382221055,365$522,4510.02%
202TESLA INCTSLA4,180$514,8920.02%
203L3HARRIS TECHNOLOGIES INCLHX2,468$513,8620.02%
204LAUDER ESTEE COS INC5184391042,066$512,6040.02%
205PARKER-HANNIFIN CORPPH1,716$499,3560.02%
206GENERAL MTRS CO37045V10014,605$491,2970.02%
207BOSTON SCIENTIFIC CORPBSX10,205$472,1850.02%
208GILEAD SCIENCES INCGILD5,489$471,2300.02%
209SEAGATE TECHNOLOGY HLDNGS PLSE8,803$463,1220.02%
210FRANCO NEV CORPFNV3,366$459,3920.02%
211SHELL PLCRYDAF7,920$451,0320.02%
212STRYKER CORPORATIONSYK1,833$448,1500.02%
213VANGUARD INDEX FDS9229087443,180$446,3770.02%
214WOLFSPEED INCWOLF6,176$426,3910.02%
215ALPS ETF TR00162Q45211,037$420,1790.02%
216BOEING COBA-PA2,166$412,5670.02%
217SPDR S&P 500 ETF TRSPY1,078$412,1050.02%
218DOW INCDOW8,157$411,0410.02%
219EXELON CORPEXC9,439$408,0480.02%
220CME GROUP INCCME2,408$404,9290.02%
221ZOETIS INCZTS2,752$403,3060.02%
222EQT CORPEQT11,853$400,9870.02%
223HALLIBURTON COHAL10,113$397,9570.02%
224DOLLAR GEN CORP NEW2566771051,585$390,3130.02%
225BOOKING HOLDINGS INCBKNG193$388,9490.02%
226GSK PLCGLAXF10,721$376,7360.02%
227WHEATON PRECIOUS METALS CORPWPM9,459$369,6580.02%
228MEDTRONIC PLCMDT4,716$366,4890.02%
229EDISON INTL2810201075,704$362,8880.02%
230SAP SESAPGF3,456$356,6250.02%
231ISHARES TR4642874733,385$356,5300.02%
232KIMBERLY-CLARK CORPKMB2,606$353,7650.02%
233ALLSTATE CORPALL-PJ2,501$339,1360.01%
234AVALONBAY CMNTYS INCAWX2,066$333,7000.01%
235BP PLCBPPFF9,486$331,3530.01%
236CONAGRA BRANDS INCCAG8,398$325,0140.01%
237BLACK KNIGHT INC09215C1055,227$322,7670.01%
238AUTOMATIC DATA PROCESSING INADP1,341$320,3630.01%
239SOUTHSTATE CORPORATIONSSB4,187$319,7190.01%
240COINBASE GLOBAL INCCOIN8,945$316,5640.01%
241ENERGY TRANSFER L PET-PI26,308$312,2780.01%
242INTERCONTINENTAL EXCHANGE IN45866F1043,026$310,4490.01%
243VANGUARD WORLD FD9219108161,749$300,9500.01%
244ISHARES TR4642871762,801$298,1380.01%
245SUNCOR ENERGY INC NEWSU9,360$296,9930.01%
246CORTEVA INCCTVA5,045$296,5630.01%
247PROSHARES TR74348A4673,275$294,7170.01%
248CONSTELLATION ENERGY CORPCEG3,406$293,6310.01%
249BLACKSTONE MTG TR INCBX13,837$292,9210.01%
250DOLBY LABORATORIES INCDLB4,123$290,8360.01%
251HARTFORD FINL SVCS GROUP INCHIG-PG3,830$290,4290.01%
252CHESAPEAKE ENERGY CORPEXE3,045$287,3570.01%
253SAUL CTRS INC8043951016,987$284,2310.01%
254NUCOR CORPNUE2,156$284,1820.01%
255RIO TINTO PLCRTNTF3,958$281,8200.01%
256SELECT SECTOR SPDR TR81369Y8032,235$278,1230.01%
257BANCO BILBAO VIZCAYA ARGENTABBVXF44,117$265,1430.01%
258IONIS PHARMACEUTICALS INCIONS6,807$257,1000.01%
259WOODSIDE ENERGY GROUP LTDWOPEF10,554$255,5010.01%
260MONSTER BEVERAGE CORP NEWMNST2,500$253,8250.01%
261ENTERPRISE PRODS PARTNERS L29379210710,512$253,5540.01%
262ISHARES TR4642874653,854$253,0070.01%
263HYLIION HOLDINGS CORPHYLN107,800$252,2520.01%
264AES CORPAES8,688$249,8670.01%
265INSULET CORPPODD838$246,6990.01%
266CITIGROUP INCC-PR5,440$246,0710.01%
267NOVARTIS AGNVSEF2,701$245,0280.01%
268ETSY INCETSY2,010$240,7580.01%
269DICKS SPORTING GOODS INC2533931022,000$240,5800.01%
270GRAINGER W W INC384802104431$239,7440.01%
271NETFLIX INCNFLX810$238,8530.01%
272ANALOG DEVICES INCADI1,453$238,3470.01%
273ARES CAPITAL CORPARCC12,826$236,9010.01%
274MICROSTRATEGY INCSTRK1,657$234,5810.01%
275PUBLIC STORAGEPSA-PS834$233,6660.01%
276ISHARES TR4642878042,454$232,2470.01%
277PACCAR INCPCAR2,344$231,9860.01%
278BROOKFIELD RENEWABLE CORPBEPC8,367$230,4270.01%
279ASML HOLDING N VASMLF416$227,3020.01%
280CHARLES RIV LABS INTL INC1598641071,020$222,2580.01%
281EQUINIX INCEQIX338$221,4000.01%
282VANGUARD WORLD FDS92204A702693$221,3510.01%
283HIBBETT INC4285671013,240$221,0330.01%
284ISHARES TR4642886876,874$209,8630.01%
285SCHWAB STRATEGIC TR8085244093,178$209,8250.01%
286ISHARES TR46429B6631,980$206,3950.01%
287V F CORPVFC7,447$205,6120.01%
288CADENCE BANK12740C1038,209$202,4320.01%
289GABELLI EQUITY TR INCGAB-PK36,382$199,3750.01%
290EATON VANCE LTD DURATION INCETN18,552$174,2030.01%
291UNDER ARMOUR INCUA17,024$172,9640.01%
292WARNER BROS DISCOVERY INCWBD18,229$172,8110.01%
293NUVEEN PFD &INCOME OPPORTUNNU19,599$142,6810.01%
294WESTERN ASSET GBL HIGH INC F95766B10920,726$140,9370.01%
295HALEON PLCHLNCF14,611$116,8880.01%
296MANNKIND CORPMNKD18,900$99,6030.00%
297ADVISORSHARES TR00768Y45310,940$76,4710.00%
298DEXCOM INCDXCM54,000$58,7250.00%
299WESTERN DIGITAL CORP.WDC58,000$55,2450.00%
300VOYA GLBL EQTY DIV &PREM OP92912T10010,000$54,1000.00%
301SHOPIFY INCSHOP62,000$52,9330.00%
302BLOCK INCBSQKZ65,000$52,6180.00%
303ALTERYX INC02156BAD557,000$52,2620.00%
304REKOR SYSTEMS INCREKR40,950$49,1400.00%
305PALO ALTO NETWORKS INCPANW25,000$36,9130.00%
306CHEGG INCCHGG37,000$33,7630.00%
307MICROCHIP TECHNOLOGY INC.MCHPP26,000$27,8850.00%
308AIRBNB INCABNB33,000$27,1590.00%
309ETSY INCETSY31,000$26,4680.00%
310UBER TECHNOLOGIES INCUBER31,000$26,1100.00%
311COUPA SOFTWARE INC22266LAF326,000$24,9990.00%
312INSULET CORPPODD17,000$24,0040.00%
313EXPEDIA GROUP INCEXPE26,000$22,6440.00%
314ENPHASE ENERGY INCENPH19,000$22,2190.00%
315NEW RELIC INC64829BAB622,000$21,5160.00%
316BOOKING HOLDINGS INCBKNG16,000$21,3100.00%
317ON SEMICONDUCTOR CORPON16,000$21,2000.00%
318INSMED INCINSM25,000$20,6250.00%
319STARWOOD PPTY TR INCSTHO21,000$20,3570.00%
320CYBERARK SOFTWARE LTD23248VAB119,000$20,1050.00%
321HUT 8 MNG CORPHUT23,000$19,5500.00%
322BILL COM HLDGS INCBILL19,000$19,4370.00%
323SUNNOVA ENERGY INTL INC.86745KAF125,000$19,3380.00%
324EURONET WORLDWIDE INCEEFT20,000$18,9130.00%
325NEUROCRINE BIOSCIENCES INCNBIX11,000$17,3420.00%
326SOLAREDGE TECHNOLOGIES INCSEDG13,000$16,1400.00%
327CLOUDFLARE INCNET19,000$15,4850.00%
328MAKEMYTRIP LIMITED MAURITIUSMMYT15,000$14,8200.00%
329JAMF HLDG CORP47074LAB118,000$14,8140.00%
330ZSCALER INCZS13,000$13,6500.00%
331SOUTHWEST AIRLS CO844741BG211,000$13,2110.00%
332MARRIOTT VACATIONS WORLDWIDEVAC13,000$12,6750.00%
333FORD MTR CO DEL345370CZ113,000$12,2660.00%
334LUMENTUM HLDGS INCLITE14,000$12,0050.00%
335GREEN PLAINS INCGPRE10,000$11,8900.00%
336GRAN TIERRA ENERGY INCGTE10,000$9,9000.00%
337SHAKE SHACK INCSHAK14,000$9,2140.00%
338APPHARVEST INC03783T10313,500$7,6600.00%
339WAYFAIR INCW13,000$7,3620.00%