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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 Q3 2023 · Filed July 26, 2023 · Accession 0001951757-23-000427

Total Value
$2.81B
Positions
347
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (348)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL1,039,143$201.6M7.17%
2MICROSOFT CORPMSFT496,621$169.1M6.01%
3CHEVRON CORP NEWCVX766,506$120.6M4.29%
4EXXON MOBIL CORPXOM968,240$103.8M3.69%
5JPMORGAN CHASE & COVYLD709,830$103.2M3.67%
6ALPHABET INCGOOG850,660$101.8M3.62%
7WALMART INCWMT638,463$100.4M3.57%
8JOHNSON & JOHNSONJNJ578,995$95.8M3.41%
9BERKSHIRE HATHAWAY INC DELBRK-A272,723$93.0M3.31%
10HOME DEPOT INCHD245,904$76.4M2.72%
11VISA INCV317,073$75.3M2.68%
12CISCO SYS INCCSCO1,432,925$74.1M2.64%
13SOUTHERN COSOMN1,013,716$71.2M2.53%
14AMAZON COM INCAMZN508,979$66.4M2.36%
15DANAHER CORPORATION235851102238,908$57.3M2.04%
16PROCTER AND GAMBLE CO742718109352,750$53.5M1.90%
17ABBVIE INCABBV389,626$52.5M1.87%
18PHILLIPS 66PSX549,931$52.5M1.87%
19HONEYWELL INTL INC438516106248,974$51.7M1.84%
20CVS HEALTH CORPCVS696,309$48.1M1.71%
21COSTCO WHSL CORP NEW22160K10582,932$44.6M1.59%
22DISNEY WALT CO254687106499,063$44.6M1.58%
23LOCKHEED MARTIN CORPLMT94,054$43.3M1.54%
24DEERE & CODE102,222$41.4M1.47%
25INTERNATIONAL BUSINESS MACHSINTR301,532$40.3M1.43%
26PROLOGIS INC.PLDGP326,884$40.1M1.43%
27ISHARES TR46428720085,998$38.3M1.36%
28PAYPAL HLDGS INCPYPL551,958$36.8M1.31%
29TJX COS INC NEW872540109409,861$34.8M1.24%
30INTEL CORPINTC950,574$31.8M1.13%
31LILLY ELI & COLLY67,144$31.5M1.12%
323M COMMM223,752$22.4M0.80%
33NOKIA CORPNOKBF4,337,596$18.0M0.64%
34VANGUARD INDEX FDS92290836335,839$14.6M0.52%
35BANK AMERICA CORP060505104494,342$14.2M0.50%
36MID-AMER APT CMNTYS INC59522J10391,571$13.9M0.49%
37COCA COLA COKO223,171$13.4M0.48%
38LINDE PLCLIN34,635$13.2M0.47%
39RAYTHEON TECHNOLOGIES CORPRTX134,713$13.2M0.47%
40META PLATFORMS INCMETA42,783$12.3M0.44%
41MCDONALDS CORPMCD39,247$11.7M0.42%
42REPUBLIC SVCS INC76075910068,587$10.5M0.37%
43BROADCOM INCAVGO11,954$10.4M0.37%
44INVESCO QQQ TRIVZ28,025$10.4M0.37%
45NEXTERA ENERGY INCNEE-PW129,715$9.6M0.34%
46ORACLE CORPORCL-PD80,754$9.6M0.34%
47ABBOTT LABSABLZF86,342$9.4M0.33%
48UNITED PARCEL SERVICE INCUPS51,969$9.3M0.33%
49TEXAS INSTRS INC88250810449,340$8.9M0.32%
50EOG RES INCEOG75,892$8.7M0.31%
51UNION PAC CORPUNP41,362$8.5M0.30%
52UNITEDHEALTH GROUP INCUNH17,306$8.3M0.30%
53STARBUCKS CORPSBUX83,486$8.3M0.29%
54ACCENTURE PLC IRELANDACN26,740$8.3M0.29%
55ISHARES TR464287499108,465$7.9M0.28%
56MARSH & MCLENNAN COS INC57174810240,640$7.6M0.27%
57CONOCOPHILLIPSCOP72,723$7.5M0.27%
58PALO ALTO NETWORKS INCPANW28,070$7.2M0.26%
59PFIZER INCPFE168,788$6.2M0.22%
60MORGAN STANLEYMS-PQ71,104$6.1M0.22%
61CHUBB LIMITEDCB29,880$5.8M0.20%
62GOLDMAN SACHS GROUP INCGSCE17,682$5.7M0.20%
63BLACKROCK INCBLK8,131$5.6M0.20%
64MASTERCARD INCORPORATEDMA14,261$5.6M0.20%
65NVIDIA CORPORATIONNVDA13,098$5.5M0.20%
66NORFOLK SOUTHN CORP65584410822,222$5.0M0.18%
67SYSCO CORPSYY65,615$4.9M0.17%
68VERIZON COMMUNICATIONS INCVZ128,486$4.8M0.17%
69VANGUARD INDEX FDS92290863722,708$4.6M0.16%
70VULCAN MATLS CO92916010919,857$4.5M0.16%
71ISHARES TR46428722644,200$4.3M0.15%
72VANGUARD INDEX FDS92290876918,955$4.2M0.15%
73AMERICAN EXPRESS COAXP23,891$4.2M0.15%
74MERCK & CO INCMRK34,921$4.0M0.14%
75GENERAL ELECTRIC CO36960430136,265$4.0M0.14%
76ADOBE SYSTEMS INCORPORATEDADBE8,068$3.9M0.14%
77SPDR SER TR78464A76331,748$3.9M0.14%
78GLOBE LIFE INCGL-PD34,471$3.8M0.13%
79ISHARES TR46428740822,398$3.6M0.13%
80GLOBAL PMTS INC37940X10235,834$3.5M0.13%
81NORTHROP GRUMMAN CORPNOC7,624$3.5M0.12%
82INTUITINTU7,345$3.4M0.12%
83HUMANA INCHUM7,287$3.3M0.12%
84PEPSICO INCPEP17,309$3.2M0.11%
85REDFIN CORP75737F108252,000$3.1M0.11%
86ISHARES TR46428761411,244$3.1M0.11%
87REGIONS FINANCIAL CORP NEWRF-PF171,379$3.1M0.11%
88AUTODESK INCADSK13,633$2.8M0.10%
89DUKE ENERGY CORP NEWDUKB29,996$2.7M0.10%
90TARGET CORPTGT19,535$2.6M0.09%
91BRISTOL-MYERS SQUIBB COCELG-RI40,268$2.6M0.09%
92AMGEN INCAMGN11,424$2.5M0.09%
93TRAVELERS COMPANIES INCTRV14,506$2.5M0.09%
94WASTE MGMT INC DEL94106L10914,317$2.5M0.09%
95SYNOVUS FINL CORP87161C50182,022$2.5M0.09%
96MONGODB INCMDB6,028$2.5M0.09%
97ALPHABET INCGOOG19,710$2.4M0.08%
98BHP GROUP LTDBHPLF39,775$2.4M0.08%
99HUBSPOT INCHUBS4,437$2.4M0.08%
100MEDTRONIC PLCMDT26,726$2.4M0.08%
101JOHNSON CTLS INTL PLCG5150210534,156$2.3M0.08%
102VANGUARD SPECIALIZED FUNDS92190884414,292$2.3M0.08%
103LOWES COS INC54866110710,260$2.3M0.08%
104TRUIST FINL CORP89832Q10976,054$2.3M0.08%
105ALTRIA GROUP INCMO50,120$2.3M0.08%
106BECTON DICKINSON & COBDX8,599$2.3M0.08%
107THERMO FISHER SCIENTIFIC INCTMO4,294$2.2M0.08%
108BANCO BILBAO VIZCAYA ARGENTABBVXF288,917$2.2M0.08%
109ULTA BEAUTY INCULTA4,621$2.2M0.08%
110SERVISFIRST BANCSHARES INCSFBS52,285$2.1M0.08%
111DEVON ENERGY CORP NEW25179M10343,379$2.1M0.07%
112GENUINE PARTS COGPC12,163$2.1M0.07%
113BLACKSTONE INCBX22,065$2.1M0.07%
114CROWN CASTLE INCCCI17,818$2.0M0.07%
115JACOBS SOLUTIONS INCJ16,710$2.0M0.07%
116VEEVA SYS INCVEEV9,611$1.9M0.07%
117PINTEREST INCPINS68,518$1.9M0.07%
118MARRIOTT INTL INC NEW57190320210,164$1.9M0.07%
119COMCAST CORP NEWCCZ44,827$1.9M0.07%
120ISHARES TR46432F84227,412$1.9M0.07%
121MERCADOLIBRE INCMELI1,531$1.8M0.06%
122DECKERS OUTDOOR CORPDECK3,408$1.8M0.06%
123CROWDSTRIKE HLDGS INCCRWD11,865$1.7M0.06%
124SERVICENOW INCNOW3,021$1.7M0.06%
125SHOPIFY INCSHOP26,170$1.7M0.06%
126WORKDAY INCWDAY7,409$1.7M0.06%
127NOVO-NORDISK A SNONOF10,238$1.7M0.06%
128WELLS FARGO CO NEW94974610138,651$1.6M0.06%
129SNOWFLAKE INCSNOW9,218$1.6M0.06%
130ISHARES TR4642876558,265$1.5M0.06%
131AIR PRODS & CHEMS INCAIIR5,165$1.5M0.06%
132FIDELITY NATIONAL FINANCIALFNF41,852$1.5M0.05%
133DATADOG INCDDOG15,000$1.5M0.05%
134CATERPILLAR INCCAT5,977$1.5M0.05%
135SALESFORCE INCCRM6,940$1.5M0.05%
136CONFLUENT INC20717M10341,000$1.4M0.05%
137DYNATRACE INCDT28,115$1.4M0.05%
138DIAGEO PLCDGEAF8,248$1.4M0.05%
139VERTEX PHARMACEUTICALS INCVRTX3,822$1.3M0.05%
140GE HEALTHCARE TECHNOLOGIES IGEHC16,204$1.3M0.05%
141PHILIP MORRIS INTL INC71817210913,151$1.3M0.05%
142ECOLAB INCECL6,858$1.3M0.05%
143TWILIO INCTWLO20,045$1.3M0.05%
144CHEWY INCCHWY32,276$1.3M0.05%
145NIKE INCNKE11,230$1.2M0.04%
146EDWARDS LIFESCIENCES CORPEW13,118$1.2M0.04%
147SNAP INCSNAP103,870$1.2M0.04%
148TESLA INCTSLA4,633$1.2M0.04%
149GRAB HOLDINGS LIMITEDGRABW353,000$1.2M0.04%
150ATLASSIAN CORPORATIONTEAM7,112$1.2M0.04%
151OKTA INCOKTA16,408$1.1M0.04%
152VERISK ANALYTICS INCVRSK5,011$1.1M0.04%
153DOMINION ENERGY INCD21,771$1.1M0.04%
154PIONEER NAT RES CO7237871075,410$1.1M0.04%
155FREEPORT-MCMORAN INCFCX27,695$1.1M0.04%
156ROCKWELL AUTOMATION INCROK3,344$1.1M0.04%
157ROBLOX CORPRBLX26,600$1.1M0.04%
158MCCORMICK & CO INCMKC-V12,254$1.1M0.04%
159ISHARES TR4642876893,990$1.0M0.04%
160FORD MTR CO DEL34537086065,998$998,5540.04%
161ISHARES INC46434G10319,439$958,1530.03%
162FARFETCH LTD30744W107158,283$956,0290.03%
163FIDELITY NATL INFORMATION SV31620M10617,341$948,5530.03%
164BOEING COBA-PA4,480$945,9590.03%
165EATON CORP PLCETN4,656$936,3220.03%
166AMERICAN TOWER CORP NEW03027X1004,803$931,5100.03%
167EMERSON ELEC COEMR10,259$927,3110.03%
168TE CONNECTIVITY LTDTEL6,513$912,8620.03%
169MONDELEZ INTL INC60920710512,410$905,1950.03%
170VANGUARD INDEX FDS9229087363,175$898,3980.03%
171WILLIAMS COS INC96945710027,031$882,0220.03%
172VANGUARD INDEX FDS9229086293,999$880,4420.03%
173INTUITIVE SURGICAL INCISRG2,407$823,0500.03%
174AT&T INCT-PC51,234$817,1750.03%
175APPLIED MATLS INC0382221055,644$815,7220.03%
176ST JOE COJOE16,518$798,4980.03%
177APOLLO GLOBAL MGMT INC03769M10610,062$772,8250.03%
178PAYONEER GLOBAL INCPAYO160,000$769,6000.03%
179SENTINELONE INCS50,000$755,0000.03%
180BIOGEN INCBIIB2,626$748,0160.03%
181QUALCOMM INCQCOM6,243$743,1110.03%
182SHOPIFY INCSHOP245$714,9000.03%
183PARKER-HANNIFIN CORPPH1,817$708,8730.03%
184OREILLY AUTOMOTIVE INC67103H107733$700,2350.02%
185SPDR GOLD TRGLD3,811$679,3870.02%
186ASTRAZENECA PLCAZN9,398$672,6150.02%
187SEMPRASREA4,590$668,2580.02%
188ENBRIDGE INCENNPF17,502$650,2100.02%
189AMERIPRISE FINL INC03076C1061,929$640,5930.02%
190AMERICAN INTL GROUP INC02687478411,063$636,5550.02%
191BANK AMERICA CORP060505682543$636,2980.02%
192SHERWIN WILLIAMS COSHW2,382$632,5410.02%
193S&P GLOBAL INCSPGI1,569$629,0360.02%
194BOSTON SCIENTIFIC CORPBSX11,034$596,8290.02%
195VANGUARD INDEX FDS9229087444,152$589,9990.02%
196CSX CORPCSX17,251$588,2540.02%
197EQUITY LIFESTYLE PPTYS INC29472R1088,502$568,7100.02%
198PPG INDS INC6935061073,718$551,3790.02%
199LAUDER ESTEE COS INC5184391042,784$546,7620.02%
200SCHWAB STRATEGIC TR80852410210,372$536,2340.02%
201STRYKER CORPORATIONSYK1,745$532,3820.02%
202SCHLUMBERGER LTDSLB10,687$524,9350.02%
203TEXAS PACIFIC LAND CORPORATITPL386$507,9000.02%
204GENERAL MTRS CO37045V10013,034$502,5910.02%
205SPDR S&P 500 ETF TRSPY1,092$484,0550.02%
206AMERICAN ELEC PWR CO INC0255371015,658$476,3720.02%
207PUBLIC STORAGEPSA-PS1,620$472,9690.02%
208L3HARRIS TECHNOLOGIES INCLHX2,384$466,7160.02%
209SHELL PLCRYDAF7,559$456,3920.02%
210AVALONBAY CMNTYS INCAWX2,406$455,3840.02%
211ISHARES TR4642874734,038$443,5000.02%
212SEAGATE TECHNOLOGY HLDNGS PLSE7,087$438,4840.02%
213ODYSSEY MARINE EXPL INCOMEX121,144$436,1190.02%
214ALPS ETF TR00162Q45211,037$432,7610.02%
215KINDER MORGAN INC DELEP-PC23,974$412,8300.01%
216EQT CORPEQT10,016$411,9580.01%
217VANGUARD WORLD FD9219108161,749$411,5750.01%
218EDISON INTL2810201075,801$402,8790.01%
219SAP SESAPGF2,919$399,3480.01%
220ENERGY TRANSFER L PET-PI31,327$397,8590.01%
221DOW INCDOW7,425$395,4540.01%
222ZOETIS INCZTS2,278$392,2940.01%
223WALGREENS BOOTS ALLIANCE INC93142710813,710$390,5920.01%
224META PLATFORMS INCMETA20$390,0000.01%
225SELECT SECTOR SPDR TR81369Y8032,235$388,5770.01%
226DUPONT DE NEMOURS INCDD5,367$383,4010.01%
227CADENCE DESIGN SYSTEM INCCDNS1,609$377,3490.01%
228EXELON CORPEXC9,117$371,4270.01%
229MICRON TECHNOLOGY INCMU5,760$363,5140.01%
230AUTOMATIC DATA PROCESSING INADP1,652$363,0250.01%
231PNC FINL SVCS GROUP INC6934751052,869$361,3620.01%
232NETFLIX INCNFLX818$360,3210.01%
233CAPITAL ONE FINL CORP14040H1053,284$359,1710.01%
234HALLIBURTON COHAL10,805$356,4560.01%
235METLIFE INCMET-PF6,127$346,3590.01%
236KIMBERLY-CLARK CORPKMB2,499$345,0120.01%
237BIOCRYST PHARMACEUTICALS INCBCRX48,988$344,8760.01%
238ISHARES TR4642878043,448$343,5930.01%
239VACASA INC91854V107500,000$339,2500.01%
240BP PLCBPPFF9,247$326,3260.01%
241PROSHARES TR74348A4673,425$322,9090.01%
242LABORATORY CORP AMER HLDGS50540R4091,338$322,9000.01%
243CME GROUP INCCME1,726$319,8110.01%
244ADAPTHEALTH CORPAHCO26,244$319,3890.01%
245WOLFSPEED INCWOLF5,639$313,4720.01%
246VANGUARD SCOTTSDALE FDS92206C6644,111$310,8740.01%
247VANGUARD WORLD FDS92204A702693$306,4170.01%
248PALO ALTO NETWORKS INCPANW30$303,6000.01%
249CONSTELLATION ENERGY CORPCEG3,303$302,3900.01%
250DOLBY LABORATORIES INCDLB3,612$302,2520.01%
251GILEAD SCIENCES INCGILD3,914$301,6750.01%
252ISHARES TR4642871762,801$301,4440.01%
253ADVANCED MICRO DEVICES INCAMD2,645$301,2620.01%
254RIO TINTO PLCRTNTF4,690$299,4190.01%
255PACCAR INCPCAR3,516$294,1130.01%
256AIRBNB INCABNB2,281$292,3830.01%
257GRAINGER W W INC384802104366$288,6240.01%
258DOLLAR GEN CORP NEW2566771051,695$287,8440.01%
259CONAGRA BRANDS INCCAG8,261$278,5710.01%
260ALLSTATE CORPALL-PJ2,552$278,2700.01%
261IN8BIO INCINAB180,000$277,2000.01%
262ASML HOLDING N VASMLF381$276,1300.01%
263HARTFORD FINL SVCS GROUP INCHIG-PG3,830$275,8370.01%
264SOUTHSTATE CORPORATIONSSB4,173$274,5830.01%
265CORTEVA INCCTVA4,681$268,2320.01%
266CHESAPEAKE ENERGY CORPEXE3,201$267,8600.01%
267BLACKSTONE MTG TR INCBX12,809$266,5560.01%
268ENTERPRISE PRODS PARTNERS L29379210710,111$266,4150.01%
269DICKS SPORTING GOODS INC2533931022,000$264,3800.01%
270BROOKFIELD RENEWABLE CORPBEPC8,367$263,7280.01%
271ISHARES TR4642874653,562$258,2770.01%
272nan6333819UQ10,725$257,4000.01%
273SAUL CTRS INC8043951016,987$257,3310.01%
274NOVARTIS AGNVSEF2,441$246,3590.01%
275SYNOPSYS INCSNPS565$246,0070.01%
276CHARLES RIV LABS INTL INC1598641071,166$245,1520.01%
277WARNER BROS DISCOVERY INCWBD19,094$239,4390.01%
278INSULET CORPPODD824$237,5920.01%
279MONSTER BEVERAGE CORP NEWMNST4,103$235,6760.01%
280EQUINIX INCEQIX300$235,1820.01%
281GSK PLCGLAXF6,573$234,2570.01%
282WOODSIDE ENERGY GROUP LTDWOPEF9,854$228,5140.01%
283ISHARES TR4642886877,374$228,0780.01%
284UBS GROUP AGUBS11,216$227,3430.01%
285GABELLI EQUITY TR INCGAB-PK38,441$222,9560.01%
286SYMBOTIC INCSYM5,200$222,6120.01%
287AMAZON COM INCAMZN50$222,0000.01%
288ANALOG DEVICES INCADI1,123$218,8570.01%
289INTERCONTINENTAL EXCHANGE IN45866F1041,876$212,1380.01%
290WD 40 COWDFC1,107$208,8360.01%
291RELIANCE STEEL & ALUMINUM CORS767$208,3100.01%
292LINCOLN ELEC HLDGS INC5339001061,038$206,1780.01%
293FISERV INCFISV1,605$202,4710.01%
294MURPHY USA INCMUSA648$201,5990.01%
295KENNEDY-WILSON HOLDINGS INCKW10,683$174,4530.01%
296EATON VANCE LTD DURATION INCETN18,552$173,6470.01%
297WESTERN ASSET GBL HIGH INC F95766B10920,726$151,0930.01%
298NUVEEN PFD & INCOME OPPORTUNNU19,599$127,0020.00%
299UNDER ARMOUR INCUA15,524$112,0830.00%
300HALEON PLCHLNCF13,158$110,2640.00%
301MANNKIND CORPMNKD18,500$75,2950.00%
302WESTERN DIGITAL CORP.WDC72,000$69,8040.00%
303WHEELS UP EXPERIENCE INCWSUPW57,978$67,8340.00%
304DEXCOM INCDXCM52,000$55,5090.00%
305PALO ALTO NETWORKS INCPANW21,000$54,0440.00%
306SHOPIFY INCSHOP59,000$53,4540.00%
307VOYA GLBL EQTY DIV & PREM OP92912T10010,000$51,4000.00%
308OKTA INCOKTA56,000$50,6240.00%
309ALTERYX INC02156BAD550,000$47,0000.00%
310ILLUMINA INCILMN46,000$45,6780.00%
311BLOCK INCBSQKZ51,000$42,1260.00%
312UBER TECHNOLOGIES INCUBER45,000$41,0410.00%
313BENTLEY SYS INCBSY38,000$39,0850.00%
314BOOKING HOLDINGS INCBKNG26,000$38,9690.00%
315SPLUNK INC848637AC838,000$37,5630.00%
316EURONET WORLDWIDE INCEEFT38,000$36,8840.00%
317EXPEDIA GROUP INCEXPE42,000$36,7000.00%
318PIONEER NAT RES CO723787AP215,000$32,9800.00%
319EXACT SCIENCES CORP30063PAC932,000$32,7420.00%
320ON SEMICONDUCTOR CORPON16,000$29,3840.00%
321CLOUDFLARE INCNET32,000$27,1520.00%
322MICROCHIP TECHNOLOGY INC.MCHPP24,000$27,1500.00%
323SHIFT4 PMTS INC82452JAB525,000$27,1500.00%
324AIRBNB INCABNB31,000$27,0320.00%
325MONGODB INCMDB13,000$25,8570.00%
326FORD MTR CO DEL345370CZ123,000$25,1960.00%
327HUBSPOT INCHUBS13,000$24,8430.00%
328FTI CONSULTING INCFCN13,000$24,4200.00%
329INSMED INCINSM28,000$23,4850.00%
330ZSCALER INCZS20,000$23,3100.00%
331INSULET CORPPODD15,000$20,6020.00%
332HYLIION HOLDINGS CORPHYLN10,800$18,0360.00%
333NCL CORP LTD62886HBD219,000$17,5100.00%
334CHEGG INCCHGG19,000$16,7390.00%
335DATADOG INCDDOG13,000$16,1330.00%
336BLOCK INCBSQKZ17,000$16,0220.00%
337ARES CAPITAL CORPARCC16,000$15,9500.00%
338MAKEMYTRIP LIMITED MAURITIUSMMYT16,000$15,4640.00%
339LIVE NATION ENTERTAINMENT INLYV13,000$13,8000.00%
340SOUTHWEST AIRLS CO844741BG211,000$12,6120.00%
341GREEN PLAINS INCGPRE10,000$12,3550.00%
342MARRIOTT VACATIONS WORLDWIDEVAC13,000$12,0440.00%
343LYFT INCLYFT13,000$11,6420.00%
344SHAKE SHACK INCSHAK14,000$11,3430.00%
345IMPINJ INCPI10,000$10,8130.00%
346ALTERYX INC02156BAF012,000$10,0200.00%
347BLACKSTONE MORTGAGE TRUST IN09257WAE011,000$9,3980.00%
348APPHARVEST INC03783T10318,500$6,8450.00%