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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

YorkBridge Wealth Partners, LLC

Quarter ended Q1 2023 · Filed January 26, 2023 · Accession 0001951757-23-000068

Total Value
$394.2M
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRUSTSPY76,978$29.4M7.47%
2APPLE INC COMAAPL122,567$15.9M4.04%
3VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406139,937$15.1M3.84%
4VANGUARD RUSSELL 1000 GROWTH ETF92206C680273,764$15.1M3.83%
5MICROSOFT CORP COMMSFT54,406$13.0M3.31%
6BERKLEY W R CORP COMWRB-PH137,444$10.0M2.53%
7JOHNSON & JOHNSON COMJNJ50,136$8.9M2.25%
8AMAZON COM INC COMAMZN103,110$8.7M2.20%
9ALPHABET INC CAP STK CL CGOOG81,334$7.2M1.83%
10UNITEDHEALTH GROUP INC COMUNH13,585$7.2M1.83%
11NETFLIX INC COMNFLX22,186$6.5M1.66%
12EXXON MOBIL CORP COMXOM57,812$6.4M1.62%
13ABBOTT LABS COMABLZF56,702$6.2M1.58%
14VISA INC COM CL AV27,996$5.8M1.48%
15MASTERCARD INCORPORATED CL AMA16,110$5.6M1.42%
16SALESFORCE INC COMCRM34,067$4.5M1.15%
17ADOBE SYSTEMS INCORPORATED COMADBE13,285$4.5M1.13%
18BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A14,443$4.5M1.13%
19ACCENTURE PLC IRELAND SHS CLASS AACN16,483$4.4M1.12%
20PFIZER INC COMPFE85,512$4.4M1.11%
21HOME DEPOT INC COMHD13,634$4.3M1.09%
22PROCTER AND GAMBLE CO COM74271810926,944$4.1M1.04%
23ISHARES S&P 500 GROWTH ETF46428730966,447$3.9M0.99%
24JPMORGAN CHASE & CO COMVYLD28,040$3.8M0.95%
25SERVICENOW INC COMNOW9,076$3.5M0.89%
26MONDELEZ INTL INC CL A60920710550,857$3.4M0.86%
27ISHARES RUSSELL MIDCAP ETF46428749948,780$3.3M0.83%
28LULULEMON ATHLETICA INC COMLULU10,192$3.3M0.83%
29AUTODESK INC COMADSK17,429$3.3M0.83%
30PEPSICO INC COMPEP17,939$3.2M0.82%
31MERCK & CO INC COMMRK28,548$3.2M0.80%
32PHILIP MORRIS INTL INC COM71817210931,200$3.2M0.80%
33PAYPAL HLDGS INC COMPYPL44,209$3.1M0.80%
34VANGUARD DIVIDEND APPRECIATION ETF92190884420,378$3.1M0.79%
35VANGUARD S&P SMALL-CAP 600 GROWTH ETF92193279416,204$3.0M0.77%
36ISHARES RUSSELL 1000 GROWTH ETF46428761414,095$3.0M0.77%
37RAYTHEON TECHNOLOGIES CORP COMRTX29,124$2.9M0.75%
38GARTNER INC COMIT8,417$2.8M0.72%
39THERMO FISHER SCIENTIFIC INC COMTMO5,084$2.8M0.71%
40TRAVELERS COMPANIES INC COMTRV14,662$2.7M0.70%
41SPDR S&P DIVIDEND ETF78464A76321,689$2.7M0.69%
42ABBVIE INC COMABBV16,416$2.7M0.67%
43ZOETIS INC CL AZTS17,454$2.6M0.65%
44SCHWAB U.S. MID-CAP ETF80852450836,867$2.4M0.61%
45VANGUARD REAL ESTATE ETF92290855329,196$2.4M0.61%
46COCA COLA CO COMKO36,974$2.4M0.60%
47NIKE INC CL BNKE19,760$2.3M0.59%
48VANGUARD MID-CAP GROWTH ETF92290853812,272$2.2M0.56%
49COMCAST CORP NEW CL ACCZ63,008$2.2M0.56%
50COSTCO WHSL CORP NEW COM22160K1054,822$2.2M0.56%
51DOCUSIGN INC COMDOCU39,502$2.2M0.56%
52NEXTERA ENERGY INC COMNEE-PW25,367$2.1M0.54%
53AIRBNB INC COM CL AABNB24,403$2.1M0.53%
54ILLUMINA INC COMILMN10,138$2.0M0.52%
55META PLATFORMS INC CL AMETA15,740$1.9M0.48%
56LINDE PLC SHSLIN5,475$1.8M0.45%
57ALTRIA GROUP INC COMMO38,547$1.8M0.45%
58MORGAN STANLEY COM NEWMS-PQ20,250$1.7M0.44%
59BANK AMERICA CORP COM06050510451,804$1.7M0.44%
60AMERICAN TOWER CORP NEW COM03027X1008,032$1.7M0.43%
61AMGEN INC COMAMGN6,440$1.7M0.43%
62DISNEY WALT CO COM25468710618,268$1.6M0.40%
63ALPHABET INC CAP STK CL AGOOG17,480$1.5M0.39%
64VERIZON COMMUNICATIONS INC COMVZ38,864$1.5M0.39%
65TEXAS INSTRS INC COM8825081049,096$1.5M0.38%
66SCHWAB US DIVIDEND EQUITY ETF80852479719,894$1.5M0.38%
67ENBRIDGE INC COMENNPF37,661$1.5M0.37%
68VANGUARD GROWTH ETF9229087366,782$1.4M0.37%
69UNION PAC CORP COMUNP6,975$1.4M0.37%
70UNITED PARCEL SERVICE INC CL BUPS8,166$1.4M0.36%
71WILLIAMS COS INC COM96945710042,134$1.4M0.35%
72BRISTOL-MYERS SQUIBB CO COMCELG-RI19,077$1.4M0.35%
73APOLLO GLOBAL MGMT INC COM03769M10621,355$1.4M0.35%
74ISHARES S&P 500 VALUE ETF4642874089,216$1.3M0.34%
75BECTON DICKINSON & CO COMBDX4,962$1.3M0.32%
76WASTE MGMT INC DEL COM94106L1098,036$1.3M0.32%
77SAP SE SPON ADRSAPGF12,117$1.3M0.32%
78BROADCOM INC COMAVGO2,189$1.2M0.31%
79CISCO SYS INC COMCSCO25,548$1.2M0.31%
803M CO COMMMM9,634$1.2M0.29%
81ORACLE CORP COMORCL-PD13,680$1.1M0.28%
82PPG INDS INC COM6935061078,723$1.1M0.28%
83WALMART INC COMWMT7,454$1.1M0.27%
84HONEYWELL INTL INC COM4385161064,919$1.1M0.27%
85VANGUARD S&P 500 ETF9229083632,991$1.1M0.27%
86SEMPRA COMSREA6,769$1.0M0.27%
87AUTOMATIC DATA PROCESSING INC COMADP4,121$984,3420.25%
88VULCAN MATLS CO COM9291601095,591$979,0400.25%
89COHEN & STEERS LTD DURATION PF COM19248C10551,209$973,9950.25%
90INTEL CORP COMINTC35,010$925,3140.23%
91PIONEER NAT RES CO COM7237871073,955$903,2820.23%
92SCHWAB U.S. LARGE-CAP GROWTH ETF80852430016,188$899,4090.23%
93TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910011,243$837,4910.21%
94METLIFE INC COMMET-PF11,481$830,8800.21%
95PNC FINL SVCS GROUP INC COM6934751055,202$821,6040.21%
96AMERICAN INTL GROUP INC COM NEW02687478412,974$820,4760.21%
97BLACKROCK SHORT MATURITY BOND ETF46431W50716,577$816,7520.21%
98PUBLIC SVC ENTERPRISE GRP INC COM74457310613,124$804,1070.20%
99NORTHROP GRUMMAN CORP COMNOC1,443$787,3150.20%
100PROGRESSIVE CORP COM7433151035,885$763,3430.19%
101ALIGN TECHNOLOGY INC COMALGN3,591$757,3420.19%
102YUM BRANDS INC COMYUM5,782$740,5590.19%
103ISHARES RUSSELL 1000 VALUE ETF4642875984,783$725,3420.18%
104ISHARES RUSSELL 1000 ETF4642876223,379$711,3470.18%
105INTERNATIONAL BUSINESS MACHS COMINTR4,868$685,9210.17%
106EDISON INTL COM28102010710,697$680,5430.17%
107AON PLC SHS CL AAON2,226$668,1120.17%
108VANGUARD FTSE DEVELOPED MARKETS ETF92194385815,830$664,3850.17%
109AMERICAN EXPRESS CO COMAXP4,312$637,0980.16%
110MARKEL CORP COMMKL480$632,3950.16%
111QUALYS INC COMQLYS5,628$631,6300.16%
112BLACKROCK INC COMBLK886$627,8460.16%
113CHEVRON CORP NEW COMCVX3,464$621,7530.16%
114AVALONBAY CMNTYS INC COMAWX3,774$609,5760.15%
115FAIR ISAAC CORP COMFICO1,000$598,5800.15%
116FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS3444191067,584$592,4620.15%
117CHESAPEAKE ENERGY CORP COMEXE6,181$583,3010.15%
118BHP GROUP LTD SPONSORED ADSBHPLF9,392$582,7740.15%
119SCHWAB U.S. SMALL-CAP ETF80852460713,745$556,7930.14%
120ICICI BANK LIMITED ADRIBN25,082$549,0450.14%
121ISHARES RUSSELL MID-CAP GROWTH ETF4642874816,466$540,5580.14%
122ISHARES CORE DIVIDEND GROWTH ETF46434V62110,176$508,8110.13%
123VANGUARD FTSE EMERGING MARKETS ETF92204285812,847$500,7760.13%
124CONSOLIDATED EDISON INC COMED5,233$498,7570.13%
125MCDONALDS CORP COMMCD1,851$487,7940.12%
126NVIDIA CORPORATION COMNVDA3,334$487,2210.12%
127ISHARES RUSSELL 2000 VALUE ETF4642876303,503$485,7610.12%
128VANGUARD TOTAL STOCK MARKET ETF9229087692,526$482,9960.12%
129GENERAL MTRS CO COM37045V10014,353$482,8350.12%
130EQT CORP COMEQT14,234$481,5360.12%
131HUBBELL INC COMHUBB1,980$464,6660.12%
132KRAFT HEINZ CO COMKHC11,298$459,9420.12%
133CARLYLE SECURED LENDING INC COMCGBD32,025$458,2780.12%
134RIO TINTO PLC SPONSORED ADRRTNTF6,411$456,4630.12%
135SHELL PLC SPON ADSRYDAF7,989$454,9740.12%
136ANALOG DEVICES INC COMADI2,767$453,8710.12%
137WELLS FARGO CO NEW COM94974610110,905$450,2670.11%
138KIMBERLY-CLARK CORP COMKMB3,313$449,7400.11%
139HEALTH CARE SELECT SECTOR SPDR FUND81369Y2093,300$448,3050.11%
140VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427758,695$435,9910.11%
141CHUBB LIMITED COMCB1,968$434,1410.11%
142ALCON AG ORD SHSALC6,269$429,7400.11%
143SYSCO CORP COMSYY5,558$424,9090.11%
144HORIZON THERAPEUTICS PUB L SHSG461881013,702$421,2880.11%
145MANULIFE FINL CORP COM56501R10623,536$419,8820.11%
146FIVE BELOW INC COMFIVE2,358$417,0590.11%
147FORTUNE BRANDS INNOVATIONS INC COMFBIN7,030$401,4830.10%
148VANGUARD RUSSELL 1000 VALUE ETF92206C7145,997$399,2800.10%
149ISHARES RUSSELL 2000 ETF4642876552,227$388,3150.10%
150NORFOLK SOUTHN CORP COM6558441081,556$383,4300.10%
151COLGATE PALMOLIVE CO COMCL4,779$376,5370.10%
152CANADIAN NATL RY CO COM1363751023,109$369,5980.09%
153VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,152$367,9600.09%
154MCCORMICK & CO INC COM NON VTGMKC-V4,346$360,2400.09%
155SCHWAB CHARLES CORP COMSCHW-PJ4,319$359,6000.09%
156LILLY ELI & CO COMLLY965$353,0360.09%
157HOULIHAN LOKEY INC CL AHLI4,018$350,2090.09%
158ULTA BEAUTY INC COMULTA742$348,0500.09%
159METTLER TOLEDO INTERNATIONAL COMMTD240$346,9080.09%
160DECKERS OUTDOOR CORP COMDECK862$344,0760.09%
161CARRIER GLOBAL CORPORATION COMCARR8,333$343,7360.09%
162FREEPORT-MCMORAN INC CL BFCX8,903$338,3140.09%
163AKAMAI TECHNOLOGIES INC COMAKAM4,011$338,1270.09%
164CONOCOPHILLIPS COMCOP2,846$335,8280.09%
165COPART INC COMCPRT5,513$335,6870.09%
166IDEX CORP COM45167R1041,466$334,7320.08%
167CHURCH & DWIGHT CO INC COMCHD4,115$331,7100.08%
168AT&T INC COMT-PC17,911$329,7400.08%
169KEYSIGHT TECHNOLOGIES INC COMKEYS1,896$324,3490.08%
170DUPONT DE NEMOURS INC COMDD4,725$324,2960.08%
171BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVXF53,597$322,1180.08%
172COOPER COS INC COM NEW216648402974$322,0730.08%
173HERSHEY CO COMHSY1,389$321,6510.08%
174CATERPILLAR INC COMCAT1,341$321,2500.08%
175CHARLES RIV LABS INTL INC COM1598641071,461$318,3520.08%
176WINGSTOP INC COMWING2,313$318,3150.08%
177TELEDYNE TECHNOLOGIES INC COMTDY794$317,5290.08%
178BOEING CO COMBA-PA1,666$317,3560.08%
179JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3325,800$316,0420.08%
180ACTIVISION BLIZZARD INC COM00507V1094,121$315,4630.08%
181CORTEVA INC COMCTVA5,346$314,2390.08%
182CLEARBRIDGE DIVIDEND STRATEGY ESG ETF5246823098,005$312,5330.08%
183CIENA CORP COM NEWCIEN6,073$309,6020.08%
184NEUROCRINE BIOSCIENCES INC COMNBIX2,589$309,2300.08%
185STERIS PLC SHS USDSTE1,666$307,6940.08%
186PAYCOM SOFTWARE INC COMPAYC990$307,2070.08%
187RAYMOND JAMES FINL INC COM7547301092,871$306,7660.08%
188SPS COMM INC COMSPSC2,377$305,2780.08%
189BLACKLINE INC COMBL4,511$303,4550.08%
190BOOZ ALLEN HAMILTON HLDG CORP CL ABAH2,903$303,4220.08%
191CSX CORP COMCSX9,717$301,0330.08%
192ASBURY AUTOMOTIVE GROUP INC COMABG1,670$299,3480.08%
193DIODES INC COMDIOD3,926$298,9260.08%
194BROOKFIELD CORP CL A LTD VT SH11271J1079,457$297,5170.08%
195BLACKSTONE INC COMBX3,996$296,4630.08%
196GLOBANT S A COMGLOB1,759$295,7930.08%
197SENSIENT TECHNOLOGIES CORP COMSXT4,050$295,3260.07%
198OTIS WORLDWIDE CORP COMOTIS3,704$290,0600.07%
199ISHARES TIPS BOND ETF4642871762,725$290,0490.07%
200HDFC BANK LTD SPONSORED ADSHDB4,238$289,9220.07%
201RESMED INC COMRSMDF1,389$289,0930.07%
202BIOGEN INC COMBIIB1,027$284,3970.07%
203SKYWORKS SOLUTIONS INC COMSWKS3,082$280,8630.07%
204PROGYNY INC COMPGNY8,939$278,4490.07%
205GENERAL ELECTRIC CO COM NEW3696043013,302$276,6750.07%
206FOX FACTORY HLDG CORP COMFOXF3,022$275,6970.07%
207P T TELEKOMUNIKASI INDONESIA SPONSORED ADR71568410611,541$275,2530.07%
208FIRST REP BK SAN FRANCISCO CAL COM33616C1002,256$274,9840.07%
209ALLSTATE CORP COMALL-PJ2,014$273,0980.07%
210SAIA INC COMSAIA1,301$272,7940.07%
211EATON CORP PLC SHSETN1,727$271,0530.07%
212LABORATORY CORP AMER HLDGS COM NEW50540R4091,147$270,0960.07%
213WEST PHARMACEUTICAL SVSC INC COM9553061051,133$266,6520.07%
214MONOLITHIC PWR SYS INC COM609839105752$265,9150.07%
215WILLIAMS SONOMA INC COMWSM2,294$263,6260.07%
216AVERY DENNISON CORP COMAVY1,416$256,2960.07%
217POOL CORP COMPOOL835$252,4460.06%
218AMBEV SA SPONSORED ADRABEV91,810$249,7230.06%
219SUN CMNTYS INC COM8666741041,739$248,6770.06%
220EURONET WORLDWIDE INC COMEEFT2,629$248,1250.06%
221MASCO CORP COMMAS5,304$247,5380.06%
222MEDTRONIC PLC SHSMDT3,163$245,8280.06%
223ZIMMER BIOMET HOLDINGS INC COMZBH1,915$244,1630.06%
224YETI HLDGS INC COMYETI5,828$240,7550.06%
225WEC ENERGY GROUP INC COMWEC2,565$240,4940.06%
226T-MOBILE US INC COMTMUSZ1,710$239,4000.06%
227TAKE-TWO INTERACTIVE SOFTWARE COMTTWO2,281$237,5210.06%
228OREILLY AUTOMOTIVE INC COM67103H107278$234,6400.06%
229APPFOLIO INC COM CL AAPPF2,210$232,8890.06%
230FLOOR & DECOR HLDGS INC CL AFND3,295$229,4310.06%
231REVOLVE GROUP INC CL ARVLV10,255$228,2760.06%
232ALARM COM HLDGS INC COMALRM4,599$227,5590.06%
233CHOICE HOTELS INTL INC COM1699051062,010$226,4060.06%
234VANGUARD MID-CAP ETF9229086291,106$225,3400.06%
235GOOSEHEAD INS INC COM CL AGSHD6,540$224,5830.06%
236VERTEX PHARMACEUTICALS INC COMVRTX774$223,5160.06%
237ISHARES SELECT DIVIDEND ETF4642871681,849$222,9940.06%
238VANGUARD ESG U.S. STOCK ETF9219107333,375$222,2780.06%
239STARBUCKS CORP COMSBUX2,216$219,8270.06%
240ENTEGRIS INC COMENTG3,313$217,3000.06%
241EMCOR GROUP INC COMEME1,467$217,2770.06%
242MOODYS CORP COMMCO767$213,7020.05%
243HAMILTON LANE INC CL AHLNE3,338$213,2310.05%
244EMPIRE ST RLTY OP L P UNIT LTD PRT 6029210220932,211$212,5930.05%
245AMPHENOL CORP NEW CL A0320951012,774$211,2120.05%
246TRIMBLE INC COMTRMB4,093$206,9420.05%
247ISHARES MSCI EAFE ETF4642874653,114$204,4030.05%
248DOW INC COMDOW4,043$203,7270.05%
249AMERIPRISE FINL INC COM03076C106650$202,3910.05%
250DUCK CREEK TECHNOLOGIES INC SHS26412010614,941$180,0390.05%
251VERTIV HOLDINGS CO COM CL AVRT10,883$148,6620.04%
252OLO INC CL A68134L10921,088$131,8000.03%
253OLAPLEX HLDGS INC COMOLPX23,206$120,9030.03%
254GABELLI EQUITY TR INC COMGAB-PK15,000$82,2000.02%
255INMUNE BIO INC COMINMB10,369$65,7390.02%
256FARFETCH LTD ORD SH CL A30744W10713,489$63,8030.02%