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 HOLDINGS REPORT

Stonegate Investment Group, LLC

Quarter ended Q2 2023 · Filed April 20, 2023 · Accession 0001951757-23-000199

Total Value
$2.67B
Positions
345
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (345)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL1,055,373$174.0M6.53%
2MICROSOFT CORPMSFT496,623$143.2M5.37%
3CHEVRON CORP NEWCVX764,714$124.8M4.68%
4EXXON MOBIL CORPXOM968,133$106.2M3.98%
5WALMART INCWMT637,704$94.0M3.53%
6JPMORGAN CHASE & COVYLD708,008$92.3M3.46%
7JOHNSON & JOHNSONJNJ576,680$89.4M3.35%
8ALPHABET INCGOOG850,957$88.3M3.31%
9BERKSHIRE HATHAWAY INC DELBRK-A273,412$84.4M3.17%
10CISCO SYS INCCSCO1,439,378$75.2M2.82%
11HOME DEPOT INCHD244,880$72.3M2.71%
12SOUTHERN COSOMN1,029,649$71.6M2.69%
13VISA INCV314,609$70.9M2.66%
14ABBVIE INCABBV388,978$62.0M2.33%
15DANAHER CORPORATION235851102237,659$59.9M2.25%
16PHILLIPS 66PSX553,173$56.1M2.10%
17PROCTER AND GAMBLE CO742718109351,794$52.3M1.96%
18AMAZON COM INCAMZN503,770$52.0M1.95%
19CVS HEALTH CORPCVS692,396$51.5M1.93%
20DISNEY WALT CO254687106510,999$51.2M1.92%
21HONEYWELL INTL INC438516106248,972$47.6M1.78%
22DEERE & CODE101,624$42.0M1.57%
23PAYPAL HLDGS INCPYPL550,850$41.8M1.57%
24COSTCO WHSL CORP NEW22160K10582,678$41.1M1.54%
25PROLOGIS INC.PLDGP325,262$40.6M1.52%
26INTERNATIONAL BUSINESS MACHSINTR304,385$39.9M1.50%
27ISHARES TR46428720079,353$32.6M1.22%
28TJX COS INC NEW872540109406,728$31.9M1.20%
29INTEL CORPINTC938,248$30.7M1.15%
30LOCKHEED MARTIN CORPLMT63,243$29.9M1.12%
313M COMMM224,978$23.6M0.89%
32NOKIA CORPNOKBF4,699,533$23.1M0.87%
33LILLY ELI & COLLY67,056$23.0M0.86%
34BANK AMERICA CORP060505104546,225$15.6M0.59%
35MID-AMER APT CMNTYS INC59522J10391,509$13.8M0.52%
36VANGUARD INDEX FDS92290836336,471$13.7M0.51%
37RAYTHEON TECHNOLOGIES CORPRTX135,328$13.3M0.50%
38COCA COLA COKO208,900$13.0M0.49%
39LINDE PLCLIN34,958$12.4M0.47%
40MCDONALDS CORPMCD39,340$11.0M0.41%
41UNITED PARCEL SERVICE INCUPS52,990$10.3M0.39%
42META PLATFORMS INCMETA44,309$9.4M0.35%
43REPUBLIC SVCS INC76075910069,276$9.4M0.35%
44TEXAS INSTRS INC88250810449,490$9.2M0.35%
45EOG RES INCEOG76,310$8.7M0.33%
46ABBOTT LABSABLZF86,293$8.7M0.33%
47INVESCO QQQ TRIVZ27,104$8.7M0.33%
48UNION PAC CORPUNP41,369$8.3M0.31%
49UNITEDHEALTH GROUP INCUNH17,162$8.1M0.30%
50BROADCOM INCAVGO12,409$8.0M0.30%
51ORACLE CORPORCL-PD83,869$7.8M0.29%
52ISHARES TR464287499108,465$7.6M0.28%
53STARBUCKS CORPSBUX69,546$7.2M0.27%
54CONOCOPHILLIPSCOP72,618$7.2M0.27%
55MARSH & MCLENNAN COS INC57174810241,366$6.9M0.26%
56PFIZER INCPFE167,732$6.8M0.26%
57ACCENTURE PLC IRELANDACN22,798$6.5M0.24%
58MORGAN STANLEYMS-PQ71,776$6.3M0.24%
59NEXTERA ENERGY INCNEE-PW78,783$6.1M0.23%
60CHUBB LIMITEDCB31,174$6.1M0.23%
61GOLDMAN SACHS GROUP INCGSCE17,948$5.9M0.22%
62BLACKROCK INCBLK8,298$5.6M0.21%
63MASTERCARD INCORPORATEDMA14,423$5.2M0.20%
64SYSCO CORPSYY66,590$5.1M0.19%
65VERIZON COMMUNICATIONS INCVZ129,412$5.0M0.19%
66NORFOLK SOUTHN CORP65584410822,505$4.8M0.18%
67PALO ALTO NETWORKS INCPANW22,804$4.6M0.17%
68TRUIST FINL CORP89832Q109125,416$4.3M0.16%
69ISHARES TR46428722641,386$4.1M0.15%
70VANGUARD INDEX FDS92290863721,959$4.1M0.15%
71TARGET CORPTGT24,334$4.0M0.15%
72AMERICAN EXPRESS COAXP23,736$3.9M0.15%
73GLOBE LIFE INCGL-PD35,310$3.9M0.15%
74GLOBAL PMTS INC37940X10236,574$3.8M0.14%
75VANGUARD INDEX FDS92290876918,572$3.8M0.14%
76MERCK & CO INCMRK35,143$3.7M0.14%
77SPDR SER TR78464A76330,213$3.7M0.14%
78NVIDIA CORPORATIONNVDA13,378$3.7M0.14%
79GENERAL ELECTRIC CO36960430137,811$3.6M0.14%
80NORTHROP GRUMMAN CORPNOC7,639$3.5M0.13%
81SERVISFIRST BANCSHARES INCSFBS62,515$3.4M0.13%
82VULCAN MATLS CO92916010919,826$3.4M0.13%
83REGIONS FINANCIAL CORP NEWRF-PF180,190$3.3M0.13%
84PEPSICO INCPEP17,307$3.2M0.12%
85ADOBE SYSTEMS INCORPORATEDADBE7,978$3.1M0.12%
86INTUITINTU6,847$3.1M0.11%
87HUMANA INCHUM6,177$3.0M0.11%
88DUKE ENERGY CORP NEWDUKB30,033$2.9M0.11%
89BRISTOL-MYERS SQUIBB COCELG-RI40,270$2.8M0.10%
90BANCO BILBAO VIZCAYA ARGENTABBVXF393,666$2.8M0.10%
91SYNOVUS FINL CORP87161C50189,840$2.8M0.10%
92AMGEN INCAMGN11,411$2.8M0.10%
93ISHARES TR46428761411,251$2.7M0.10%
94ISHARES TR46428740817,789$2.7M0.10%
95BHP GROUP LTDBHPLF40,504$2.6M0.10%
96PROCTER AND GAMBLE CO5513219CU2,568$2.6M0.10%
97TRAVELERS COMPANIES INCTRV14,802$2.5M0.10%
98ULTA BEAUTY INCULTA4,621$2.5M0.09%
99THERMO FISHER SCIENTIFIC INCTMO4,210$2.4M0.09%
100CROWN CASTLE INCCCI17,581$2.4M0.09%
101WASTE MGMT INC DEL94106L10914,402$2.3M0.09%
102STATE STR CORPSTT-PG30,900$2.3M0.09%
103BECTON DICKINSON & COBDX9,425$2.3M0.09%
104REDFIN CORP75737F108252,000$2.3M0.09%
105ALTRIA GROUP INCMO50,075$2.2M0.08%
106VANGUARD SPECIALIZED FUNDS92190884414,266$2.2M0.08%
107ALPHABET INCGOOG19,940$2.1M0.08%
108LOWES COS INC54866110710,228$2.0M0.08%
109GENUINE PARTS COGPC12,155$2.0M0.08%
110MERCADOLIBRE INCMELI1,534$2.0M0.08%
111JOHNSON CTLS INTL PLCG5150210533,075$2.0M0.07%
112JACOBS SOLUTIONS INCJ16,710$2.0M0.07%
113BLACKSTONE INCBX21,937$1.9M0.07%
114HUBSPOT INCHUBS4,437$1.9M0.07%
115ISHARES TR46432F84227,028$1.8M0.07%
116AUTODESK INCADSK8,638$1.8M0.07%
117VEEVA SYS INCVEEV9,611$1.8M0.07%
118COMCAST CORP NEWCCZ46,509$1.8M0.07%
119PINTEREST INCPINS63,219$1.7M0.06%
120NOVO-NORDISK A SNONOF10,387$1.7M0.06%
121CROWDSTRIKE HLDGS INCCRWD11,700$1.6M0.06%
122DECKERS OUTDOOR CORPDECK3,467$1.6M0.06%
123WORKDAY INCWDAY7,409$1.5M0.06%
124WELLS FARGO CO NEW94974610140,882$1.5M0.06%
125MEDTRONIC PLCMDT18,795$1.5M0.06%
126DIAGEO PLCDGEAF8,235$1.5M0.06%
127ISHARES TR4642876558,259$1.5M0.06%
128FIDELITY NATIONAL FINANCIALFNF41,852$1.5M0.05%
129SNOWFLAKE INCSNOW9,191$1.4M0.05%
130OKTA INCOKTA16,408$1.4M0.05%
131MONGODB INCMDB6,028$1.4M0.05%
132SERVICENOW INCNOW3,021$1.4M0.05%
133AIR PRODS & CHEMS INCAIIR4,845$1.4M0.05%
134NIKE INCNKE11,099$1.4M0.05%
135TWILIO INCTWLO20,045$1.3M0.05%
136CATERPILLAR INCCAT5,776$1.3M0.05%
137SHOPIFY INCSHOP26,573$1.3M0.05%
138PHILIP MORRIS INTL INC71817210913,089$1.3M0.05%
139DOMINION ENERGY INCD22,256$1.2M0.05%
140SALESFORCE INCCRM6,182$1.2M0.05%
141ATLASSIAN CORPORATIONTEAM7,201$1.2M0.05%
142FIDELITY NATL INFORMATION SV31620M10622,442$1.2M0.05%
143CHEWY INCCHWY32,361$1.2M0.05%
144VERTEX PHARMACEUTICALS INCVRTX3,825$1.2M0.05%
145ROBLOX CORPRBLX26,621$1.2M0.04%
146DYNATRACE INCDT28,115$1.2M0.04%
147SNAP INCSNAP103,370$1.2M0.04%
148GE HEALTHCARE TECHNOLOGIES IGEHC13,907$1.1M0.04%
149AT&T INCT-PC58,984$1.1M0.04%
150ECOLAB INCECL6,858$1.1M0.04%
151DATADOG INCDDOG15,000$1.1M0.04%
152EDWARDS LIFESCIENCES CORPEW13,118$1.1M0.04%
153GRAB HOLDINGS LIMITEDGRABW353,000$1.1M0.04%
154ROCKWELL AUTOMATION INCROK3,600$1.1M0.04%
155FREEPORT-MCMORAN INCFCX25,652$1.0M0.04%
156MARRIOTT INTL INC NEW5719032026,251$1.0M0.04%
157PIONEER NAT RES CO7237871075,054$1.0M0.04%
158PAYONEER GLOBAL INCPAYO160,000$1.0M0.04%
159WILLIAMS COS INC96945710033,518$1.0M0.04%
160MCCORMICK & CO INCMKC-V11,879$988,4520.04%
161CONFLUENT INC20717M10341,000$986,8700.04%
162AMERICAN TOWER CORP NEW03027X1004,764$973,5760.04%
163VERISK ANALYTICS INCVRSK5,011$961,4100.04%
164ISHARES TR4642876893,990$939,2860.04%
165TESLA INCTSLA4,355$903,4880.03%
166MONDELEZ INTL INC60920710512,898$899,2370.03%
167EMERSON ELEC COEMR10,259$893,9690.03%
168ISHARES INC46434G10318,296$892,6740.03%
169TE CONNECTIVITY LTDTEL6,772$888,1480.03%
170EATON CORP PLCETN4,868$834,0830.03%
171SENTINELONE INCS50,000$818,0000.03%
172QUALCOMM INCQCOM6,364$811,9500.03%
173FORD MTR CO DEL34537086063,916$805,3450.03%
174VANGUARD INDEX FDS9229086293,727$786,1060.03%
175FARFETCH LTD30744W107159,190$781,6230.03%
176ENBRIDGE INCENNPF19,408$740,4260.03%
177APOLLO GLOBAL MGMT INC03769M10611,360$717,4670.03%
178BIOGEN INCBIIB2,576$716,2050.03%
179SEMPRASREA4,673$706,3710.03%
180ST JOE COJOE16,863$701,6710.03%
181VANGUARD INDEX FDS9229087362,812$701,4250.03%
182SPDR GOLD TRGLD3,784$693,3040.03%
183APPLIED MATLS INC0382221055,505$676,2180.03%
184ASTRAZENECA PLCAZN9,612$667,1690.03%
185KINDER MORGAN INC DELEP-PC36,877$645,7220.02%
186BANK AMERICA CORP060505682523$610,7380.02%
187OREILLY AUTOMOTIVE INC67103H107718$609,5680.02%
188WHEELS UP EXPERIENCE INCWSUPW961,735$608,5860.02%
189TEXAS PACIFIC LAND CORPORATITPL357$606,7830.02%
190INTUITIVE SURGICAL INCISRG2,367$604,6970.02%
191PARKER-HANNIFIN CORPPH1,774$596,3250.02%
192AMERICAN INTL GROUP INC02687478411,778$593,1400.02%
193PPG INDS INC6935061074,395$587,0840.02%
194AMERIPRISE FINL INC03076C1061,887$578,4560.02%
195EQUITY LIFESTYLE PPTYS INC29472R1088,590$576,6470.02%
196SHELL PLCRYDAF9,962$573,2270.02%
197PNC FINL SVCS GROUP INC6934751054,500$571,9640.02%
198ODYSSEY MARINE EXPL INCOMEX170,421$553,8670.02%
199AMERICAN ELEC PWR CO INC0255371016,000$545,9570.02%
200STRYKER CORPORATIONSYK1,903$543,2490.02%
201S&P GLOBAL INCSPGI1,549$534,0690.02%
202BOSTON SCIENTIFIC CORPBSX10,663$533,4700.02%
203BOOKING HOLDINGS INCBKNG200$530,4820.02%
204SCHWAB STRATEGIC TR80852410211,018$527,1990.02%
205SEAGATE TECHNOLOGY HLDNGS PLSE7,840$518,3850.02%
206VANGUARD INDEX FDS9229087443,740$516,5310.02%
207CSX CORPCSX17,248$516,3910.02%
208SCHLUMBERGER LTDSLB10,365$508,9070.02%
209SHERWIN WILLIAMS COSHW2,262$508,4640.02%
210LAUDER ESTEE COS INC5184391042,057$506,9950.02%
211WALGREENS BOOTS ALLIANCE INC93142710814,133$488,7330.02%
212VACASA INC91854V107500,000$481,1000.02%
213GENERAL MTRS CO37045V10013,058$478,9670.02%
214L3HARRIS TECHNOLOGIES INCLHX2,384$467,8360.02%
215BOEING COBA-PA2,177$462,4220.02%
216SPDR S&P 500 ETF TRSPY1,103$451,4740.02%
217GILEAD SCIENCES INCGILD5,414$449,1650.02%
218ALPS ETF TR00162Q45211,037$426,5800.02%
219DOW INCDOW7,643$418,9630.02%
220METLIFE INCMET-PF7,187$416,4150.02%
221SAP SESAPGF3,285$415,7170.02%
222CME GROUP INCCME2,142$410,2360.02%
223BIOCRYST PHARMACEUTICALS INCBCRX48,988$408,5600.02%
224EDISON INTL2810201075,780$408,0100.02%
225SHOPIFY INCSHOP245$404,1250.02%
226GSK PLCGLAXF11,218$399,1320.01%
227ISHARES TR4642874733,720$395,0250.01%
228ZOETIS INCZTS2,353$391,6330.01%
229DUPONT DE NEMOURS INCDD5,449$391,0680.01%
230EXELON CORPEXC9,148$383,2100.01%
231AUTOMATIC DATA PROCESSING INADP1,658$369,0250.01%
232AVALONBAY CMNTYS INCAWX2,191$368,2190.01%
233WOLFSPEED INCWOLF5,639$366,2530.01%
234VANGUARD WORLD FD9219108161,749$357,6880.01%
235BP PLCBPPFF9,376$355,7330.01%
236KIMBERLY-CLARK CORPKMB2,566$344,4090.01%
237BLACK KNIGHT INC09215C1055,948$342,3670.01%
238SELECT SECTOR SPDR TR81369Y8032,235$337,5070.01%
239DOLLAR GEN CORP NEW2566771051,603$337,4090.01%
240EQT CORPEQT10,493$334,8320.01%
241PUBLIC STORAGEPSA-PS1,103$333,3890.01%
242ENERGY TRANSFER L PET-PI26,684$332,7450.01%
243HALLIBURTON COHAL10,276$325,1340.01%
244PROSHARES TR74348A4673,425$312,4970.01%
245CONAGRA BRANDS INCCAG8,278$310,9330.01%
246ISHARES TR4642871762,801$308,8100.01%
247DOLBY LABORATORIES INCDLB3,612$308,5370.01%
248FRANCO NEV CORPFNV2,099$306,0340.01%
249IN8BIO INCINAB232,310$302,0030.01%
250SOUTHSTATE CORPORATIONSSB4,173$297,3680.01%
251WARNER BROS DISCOVERY INCWBD19,534$294,9630.01%
252BROOKFIELD RENEWABLE CORPBEPC8,367$292,4270.01%
253CORTEVA INCCTVA4,763$287,2690.01%
254NETFLIX INCNFLX828$286,0570.01%
255DICKS SPORTING GOODS INC2533931022,000$283,7800.01%
256ALLSTATE CORPALL-PJ2,549$282,4550.01%
257ISHARES TR4642878042,915$281,8800.01%
258ASML HOLDING N VASMLF410$279,0910.01%
259GRAINGER W W INC384802104402$276,9020.01%
260HARTFORD FINL SVCS GROUP INCHIG-PG3,967$276,4600.01%
261SAUL CTRS INC8043951016,987$272,4930.01%
262CONSTELLATION ENERGY CORPCEG3,438$269,8830.01%
263ISHARES TR4642874653,744$267,8040.01%
264VANGUARD WORLD FDS92204A702693$267,1310.01%
265CAPITAL ONE FINL CORP14040H1052,776$266,9400.01%
266MICRON TECHNOLOGY INCMU4,377$264,1080.01%
267INSULET CORPPODD824$262,8230.01%
268RIO TINTO PLCRTNTF3,790$260,0040.01%
269UNILEVER PLCUNLYF5,006$259,9620.01%
270ADVANCED MICRO DEVICES INCAMD2,645$259,2110.01%
271PACCAR INCPCAR3,516$257,3710.01%
272ENTERPRISE PRODS PARTNERS L2937921079,642$249,7320.01%
273META PLATFORMS INCMETA20$249,6600.01%
274CADENCE DESIGN SYSTEM INCCDNS1,173$246,4420.01%
275VANGUARD SCOTTSDALE FDS92206C6643,396$244,7840.01%
276CHESAPEAKE ENERGY CORPEXE3,201$243,4040.01%
277MONSTER BEVERAGE CORP NEWMNST4,382$236,6720.01%
278ETSY INCETSY2,124$236,4650.01%
279UBS GROUP AGUBS10,835$231,2090.01%
280BLACKSTONE MTG TR INCBX12,767$227,8950.01%
281CORNING INCGLW6,450$227,5560.01%
282NOVARTIS AGNVSEF2,472$227,4580.01%
283EQUINIX INCEQIX315$227,1280.01%
284WOODSIDE ENERGY GROUP LTDWOPEF9,969$223,6050.01%
285ANALOG DEVICES INCADI1,132$223,2760.01%
286CHARLES RIV LABS INTL INC1598641071,105$223,0110.01%
287LABORATORY CORP AMER HLDGS50540R409968$222,0790.01%
288AIRBNB INCABNB1,739$216,3330.01%
289GABELLI EQUITY TR INCGAB-PK37,404$214,7020.01%
290ISHARES TR4642886876,874$214,6060.01%
291SYNOPSYS INCSNPS546$210,8920.01%
292SCHWAB STRATEGIC TR8085244093,106$203,7160.01%
293CITIGROUP INCC-PR4,298$201,5140.01%
294ISHARES TR46429B6631,980$201,2870.01%
295EATON VANCE LTD DURATION INCETN18,552$182,7370.01%
296KENNEDY-WILSON HOLDINGS INCKW10,683$177,2310.01%
297UNDER ARMOUR INCUA16,524$156,8130.01%
298WESTERN ASSET GBL HIGH INC F95766B10920,726$144,2530.01%
299NUVEEN PFD & INCOME OPPORTUNNU19,599$128,9610.00%
300HALEON PLCHLNCF13,541$110,2240.00%
301MANNKIND CORPMNKD18,500$75,8500.00%
302HYLIION HOLDINGS CORPHYLN35,800$70,8840.00%
303WESTERN DIGITAL CORP.WDC70,000$67,4800.00%
304DEXCOM INCDXCM48,000$51,4160.00%
305VOYA GLBL EQTY DIV & PREM OP92912T10010,000$51,0000.00%
306SHOPIFY INCSHOP58,000$50,9820.00%
307PALO ALTO NETWORKS INCPANW24,000$48,3960.00%
308ALTERYX INC02156BAD548,000$44,7600.00%
309BLOCK INCBSQKZ48,000$39,1200.00%
310BOOKING HOLDINGS INCBKNG26,000$38,9320.00%
311ILLUMINA INCILMN38,000$37,0480.00%
312EURONET WORLDWIDE INCEEFT38,000$36,5750.00%
313PIONEER NAT RES CO723787AP217,000$36,2950.00%
314CLOUDFLARE INCNET42,000$35,4690.00%
315EXPEDIA GROUP INCEXPE38,000$34,0200.00%
316CHEGG INCCHGG37,000$32,3750.00%
317SPLUNK INC848637AC830,000$29,2500.00%
318SHIFT4 PMTS INC82452JAB524,000$28,0460.00%
319UBER TECHNOLOGIES INCUBER31,000$27,2730.00%
320AIRBNB INCABNB31,000$27,1100.00%
321OKTA INCOKTA30,000$27,0450.00%
322MICROCHIP TECHNOLOGY INC.MCHPP24,000$26,7920.00%
323ON SEMICONDUCTOR CORPON16,000$26,1180.00%
324REKOR SYSTEMS INCREKR20,100$25,1250.00%
325SOUTHWEST AIRLS CO844741BG222,000$24,9920.00%
326FTI CONSULTING INCFCN12,000$23,3700.00%
327NEW RELIC INC64829BAB622,000$21,8880.00%
328INSMED INCINSM25,000$19,3110.00%
329INSULET CORPPODD12,000$17,9220.00%
330BENTLEY SYS INCBSY18,000$17,0450.00%
331FORD MTR CO DEL345370CZ117,000$16,9830.00%
332SOLAREDGE TECHNOLOGIES INCSEDG13,000$16,8480.00%
333ARES CAPITAL CORPARCC16,000$16,1100.00%
334BLOCK INCBSQKZ16,000$15,2880.00%
335MAKEMYTRIP LIMITED MAURITIUSMMYT15,000$14,2420.00%
336ZSCALER INCZS13,000$13,7080.00%
337MARRIOTT VACATIONS WORLDWIDEVAC13,000$12,5840.00%
338GREEN PLAINS INCGPRE10,000$12,0280.00%
339APPHARVEST INC03783T10318,500$11,3280.00%
340EXACT SCIENCES CORP30063PAC912,000$10,5370.00%
341LYFT INCLYFT12,000$10,5350.00%
342ALTERYX INC02156BAF012,000$10,1100.00%
343SHAKE SHACK INCSHAK14,000$10,1050.00%
344GRAN TIERRA ENERGY INCGTE10,000$8,7910.00%
345BLACKSTONE MORTGAGE TRUST IN09257WAE011,000$8,6970.00%