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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 Q4 2023 · Filed October 24, 2023 · Accession 0001951757-23-000599

Total Value
$2.75B
Positions
334
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (334)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL1,024,310$175.4M6.37%
2MICROSOFT CORPMSFT484,318$152.9M5.56%
3CHEVRON CORP NEWCVX757,697$127.8M4.64%
4EXXON MOBIL CORPXOM969,686$114.0M4.14%
5ALPHABET INCGOOG842,909$110.3M4.01%
6JPMORGAN CHASE & COVYLD709,937$103.0M3.74%
7WALMART INCWMT639,745$102.3M3.72%
8BERKSHIRE HATHAWAY INC DELBRK-A272,829$95.6M3.47%
9JOHNSON & JOHNSONJNJ515,457$80.3M2.92%
10CISCO SYS INCCSCO1,425,602$76.6M2.78%
11HOME DEPOT INCHD244,748$74.0M2.69%
12VISA INCV316,241$72.7M2.64%
13PHILLIPS 66PSX537,223$64.5M2.35%
14AMAZON COM INCAMZN501,938$63.8M2.32%
15SOUTHERN COSOMN984,976$63.7M2.32%
16DANAHER CORPORATION235851102239,676$59.5M2.16%
17ABBVIE INCABBV389,417$58.0M2.11%
18PROCTER AND GAMBLE CO742718109352,816$51.5M1.87%
19CVS HEALTH CORPCVS696,586$48.6M1.77%
20INTERNATIONAL BUSINESS MACHSINTR343,877$48.2M1.75%
21COSTCO WHSL CORP NEW22160K10583,124$47.0M1.71%
22HONEYWELL INTL INC438516106250,605$46.3M1.68%
23KENVUE INCKVUE2,228,751$44.8M1.63%
24ISHARES TR46428720095,466$41.0M1.49%
25DEERE & CODE102,894$38.8M1.41%
26LOCKHEED MARTIN CORPLMT94,595$38.7M1.41%
27DISNEY WALT CO254687106476,526$38.6M1.40%
28PROLOGIS INC.PLDGP328,473$36.9M1.34%
29TJX COS INC NEW872540109410,549$36.5M1.33%
30ELI LILLY & COLLY67,681$36.4M1.32%
31INTEL CORPINTC951,935$33.8M1.23%
32PAYPAL HLDGS INCPYPL544,552$31.8M1.16%
333M COMMM226,787$21.2M0.77%
34VANGUARD INDEX FDS92290836335,810$14.1M0.51%
35LINDE PLCLIN34,589$12.9M0.47%
36META PLATFORMS INCMETA42,030$12.6M0.46%
37COCA COLA COKO223,080$12.5M0.45%
38MID-AMER APT CMNTYS INC59522J10391,633$11.8M0.43%
39MCDONALDS CORPMCD39,168$10.3M0.37%
40INVESCO QQQ TRIVZ28,026$10.0M0.36%
41REPUBLIC SVCS INC76075910068,568$9.8M0.36%
42ORACLE CORPORCL-PD91,957$9.7M0.35%
43EOG RES INCEOG75,627$9.6M0.35%
44RTX CORPORATIONRTX132,298$9.5M0.35%
45BROADCOM INCAVGO11,123$9.2M0.34%
46ACCENTURE PLC IRELANDACN29,713$9.1M0.33%
47UNITEDHEALTH GROUP INCUNH17,102$8.6M0.31%
48CONOCOPHILLIPSCOP71,313$8.5M0.31%
49UNION PAC CORPUNP41,840$8.5M0.31%
50ABBOTT LABSABLZF85,497$8.3M0.30%
51UNITED PARCEL SERVICE INCUPS50,174$7.8M0.28%
52STARBUCKS CORPSBUX82,901$7.6M0.27%
53ISHARES TR464287499108,465$7.5M0.27%
54TEXAS INSTRS INC88250810447,140$7.5M0.27%
55NEXTERA ENERGY INCNEE-PW129,393$7.4M0.27%
56PALO ALTO NETWORKS INCPANW28,225$6.6M0.24%
57MARSH & MCLENNAN COS INC57174810232,030$6.1M0.22%
58MORGAN STANLEYMS-PQ68,994$5.6M0.20%
59GOLDMAN SACHS GROUP INCGSCE17,355$5.6M0.20%
60NVIDIA CORPORATIONNVDA12,905$5.6M0.20%
61MASTERCARD INCORPORATEDMA14,021$5.6M0.20%
62PFIZER INCPFE152,166$5.0M0.18%
63CHUBB LIMITEDCB23,493$4.9M0.18%
64BLACKROCK INCBLK7,289$4.7M0.17%
65VANGUARD INDEX FDS92290863723,101$4.5M0.16%
66ISHARES TR46428722645,050$4.2M0.15%
67VULCAN MATLS CO92916010920,203$4.1M0.15%
68INTUITINTU7,952$4.1M0.15%
69ADOBE INCADBE7,963$4.1M0.15%
70VANGUARD INDEX FDS92290876918,900$4.0M0.15%
71GENERAL ELECTRIC CO36960430136,265$4.0M0.15%
72GLOBAL PMTS INC37940X10232,834$3.8M0.14%
73VERIZON COMMUNICATIONS INCVZ116,741$3.8M0.14%
74NORFOLK SOUTHN CORP65584410819,141$3.8M0.14%
75SYSCO CORPSYY56,458$3.7M0.14%
76GLOBE LIFE INCGL-PD34,007$3.7M0.13%
77SPDR SER TR78464A76331,576$3.6M0.13%
78HUMANA INCHUM7,187$3.5M0.13%
79ISHARES TR46428740822,398$3.4M0.13%
80AMERICAN EXPRESS COAXP22,704$3.4M0.12%
81NORTHROP GRUMMAN CORPNOC7,640$3.4M0.12%
82AUTODESK INCADSK15,405$3.2M0.12%
83AMGEN INCAMGN11,430$3.1M0.11%
84ISHARES TR46428761411,244$3.0M0.11%
85PEPSICO INCPEP17,482$3.0M0.11%
86REGIONS FINANCIAL CORP NEWRF-PF165,584$2.8M0.10%
87SERVISFIRST BANCSHARES INCSFBS52,285$2.7M0.10%
88ALPHABET INCGOOG20,003$2.6M0.10%
89DUKE ENERGY CORP NEWDUKB29,749$2.6M0.10%
90MERCK & CO INCMRK24,446$2.5M0.09%
91SERVICENOW INCNOW4,485$2.5M0.09%
92BANCO BILBAO VIZCAYA ARGENTABBVXF288,917$2.3M0.08%
93BRISTOL-MYERS SQUIBB COCELG-RI39,880$2.3M0.08%
94BLACKSTONE INCBX21,367$2.3M0.08%
95JACOBS SOLUTIONS INCJ16,429$2.2M0.08%
96VANGUARD SPECIALIZED FUNDS92190884414,316$2.2M0.08%
97THERMO FISHER SCIENTIFIC INCTMO4,307$2.2M0.08%
98SYNOVUS FINL CORP87161C50177,471$2.2M0.08%
99LOWES COS INC54866110710,286$2.1M0.08%
100HUBSPOT INCHUBS4,293$2.1M0.08%
101MEDTRONIC PLCMDT26,645$2.1M0.08%
102MONGODB INCMDB6,028$2.1M0.08%
103WASTE MGMT INC DEL94106L10913,612$2.1M0.08%
104DEVON ENERGY CORP NEW25179M10342,880$2.0M0.07%
105BHP GROUP LTDBHPLF34,890$2.0M0.07%
106ALTRIA GROUP INCMO46,874$2.0M0.07%
107MERCADOLIBRE INCMELI1,551$2.0M0.07%
108MARRIOTT INTL INC NEW57190320210,004$2.0M0.07%
109VEEVA SYS INCVEEV9,439$1.9M0.07%
110CROWDSTRIKE HLDGS INCCRWD11,363$1.9M0.07%
111PINTEREST INCPINS68,737$1.9M0.07%
112COMCAST CORP NEWCCZ41,456$1.8M0.07%
113NOVO-NORDISK A SNONOF20,132$1.8M0.07%
114ULTA BEAUTY INCULTA4,532$1.8M0.07%
115GENUINE PARTS COGPC12,363$1.8M0.06%
116REDFIN CORP75737F108252,000$1.8M0.06%
117ISHARES TR46432F84227,561$1.8M0.06%
118JOHNSON CTLS INTL PLCG5150210533,059$1.8M0.06%
119DECKERS OUTDOOR CORPDECK3,415$1.8M0.06%
120FIDELITY NATIONAL FINANCIALFNF41,852$1.7M0.06%
121BECTON DICKINSON & COBDX6,401$1.7M0.06%
122TRAVELERS COMPANIES INCTRV10,114$1.7M0.06%
123CATERPILLAR INCCAT5,982$1.6M0.06%
124WORKDAY INCWDAY7,409$1.6M0.06%
125WELLS FARGO CO NEW94974610138,767$1.6M0.06%
126CROWN CASTLE INCCCI16,298$1.5M0.05%
127ISHARES TR4642876558,265$1.5M0.05%
128AIR PRODS & CHEMS INCAIIR5,077$1.4M0.05%
129PIONEER NAT RES CO7237871076,247$1.4M0.05%
130ATLASSIAN CORPORATIONTEAM7,088$1.4M0.05%
131SHOPIFY INCSHOP25,907$1.4M0.05%
132SALESFORCE INCCRM6,916$1.4M0.05%
133SNOWFLAKE INCSNOW8,975$1.4M0.05%
134DATADOG INCDDOG15,000$1.4M0.05%
135OKTA INCOKTA16,408$1.3M0.05%
136DYNATRACE INCDT28,115$1.3M0.05%
137DIAGEO PLCDGEAF8,449$1.3M0.05%
138GRAB HOLDINGS LIMITEDGRABW353,000$1.2M0.05%
139PHILIP MORRIS INTL INC71817210913,451$1.2M0.05%
140GE HEALTHCARE TECHNOLOGIES IGEHC17,904$1.2M0.04%
141CONFLUENT INC20717M10341,000$1.2M0.04%
142VERTEX PHARMACEUTICALS INCVRTX3,430$1.2M0.04%
143TWILIO INCTWLO20,045$1.2M0.04%
144VERISK ANALYTICS INCVRSK4,917$1.2M0.04%
145NIKE INCNKE12,008$1.1M0.04%
146ECOLAB INCECL6,733$1.1M0.04%
147TARGET CORPTGT9,184$1.0M0.04%
148FREEPORT-MCMORAN INCFCX26,828$1.0M0.04%
149WILLIAMS COS INC96945710029,679$999,8720.04%
150ISHARES TR4642876894,006$981,6660.04%
151PAYONEER GLOBAL INCPAYO160,000$979,2000.04%
152EATON CORP PLCETN4,555$971,4900.04%
153ISHARES INC46434G10320,366$969,2230.04%
154FIDELITY NATL INFORMATION SV31620M10617,341$958,4370.03%
155ROCKWELL AUTOMATION INCROK3,351$957,9400.03%
156VANGUARD INDEX FDS9229087363,438$936,2090.03%
157SNAP INCSNAP103,470$921,9180.03%
158MCCORMICK & CO INCMKC-V12,051$911,5380.03%
159ST JOE COJOE16,724$908,6340.03%
160EDWARDS LIFESCIENCES CORPEW12,898$893,5730.03%
161APOLLO GLOBAL MGMT INC03769M1069,930$891,2730.03%
162AMERICAN TOWER CORP NEW03027X1005,377$884,2000.03%
163BOEING COBA-PA4,480$858,6920.03%
164VANGUARD INDEX FDS9229086294,115$856,9550.03%
165MONDELEZ INTL INC60920710512,318$854,8950.03%
166SENTINELONE INCS50,000$843,0000.03%
167ROBLOX CORPRBLX26,660$772,0740.03%
168EMERSON ELEC COEMR7,903$763,1930.03%
169AT&T INCT-PC48,938$735,0560.03%
170TE CONNECTIVITY LTDTEL5,862$724,1330.03%
171APPLIED MATLS INC0382221055,123$709,2540.03%
172BIOGEN INCBIIB2,741$704,4640.03%
173INTUITIVE SURGICAL INCISRG2,399$701,2040.03%
174PARKER-HANNIFIN CORPPH1,795$699,0420.03%
175QUALCOMM INCQCOM6,287$698,2310.03%
176SEMPRASREA10,144$690,0960.03%
177BANK AMERICA CORP06050510424,938$682,7940.02%
178OREILLY AUTOMOTIVE INC67103H107731$664,3770.02%
179SPDR GOLD TRGLD3,811$653,3960.02%
180ENBRIDGE INCENNPF19,632$651,5960.02%
181VANGUARD INDEX FDS9229087444,709$649,5460.02%
182BANK AMERICA CORP060505682583$648,4180.02%
183FORD MTR CO DEL34537086051,613$641,0400.02%
184ASTRAZENECA PLCAZN9,398$636,4330.02%
185SCHLUMBERGER LTDSLB10,864$633,3510.02%
186AMERIPRISE FINL INC03076C1061,919$632,5950.02%
187ISHARES TR4642878046,628$625,1990.02%
188AMERICAN INTL GROUP INC02687478410,305$624,4670.02%
189SHERWIN WILLIAMS COSHW2,386$608,6450.02%
190TEXAS PACIFIC LAND CORPORATITPL331$603,3740.02%
191CHEWY INCCHWY32,121$586,5290.02%
192BOSTON SCIENTIFIC CORPBSX10,983$579,9020.02%
193DOMINION ENERGY INCD12,838$573,4730.02%
194EQUITY LIFESTYLE PPTYS INC29472R1088,824$562,1870.02%
195S&P GLOBAL INCSPGI1,510$551,8210.02%
196CSX CORPCSX16,954$521,3480.02%
197GILEAD SCIENCES INCGILD6,837$512,3860.02%
198SCHWAB STRATEGIC TR80852410210,274$512,1750.02%
199TESLA INCTSLA1,974$493,9000.02%
200LAUDER ESTEE COS INC5184391043,356$485,1330.02%
201SHELL PLCRYDAF7,520$484,1450.02%
202PPG INDS INC6935061073,708$481,2980.02%
203PUBLIC STORAGEPSA-PS1,819$479,4550.02%
204SHOPIFY INCSHOP245$474,4500.02%
205STRYKER CORPORATIONSYK1,731$473,0300.02%
206SPDR S&P 500 ETF TRSPY1,092$466,8770.02%
207ALPS ETF TR00162Q45211,037$465,7610.02%
208ODYSSEY MARINE EXPL INCOMEX120,894$452,1440.02%
209HALLIBURTON COHAL10,522$426,1510.02%
210ISHARES TR4642874734,075$425,2360.02%
211META PLATFORMS INCMETA20$423,0000.02%
212ENERGY TRANSFER L PET-PI29,710$416,8340.02%
213AVALONBAY CMNTYS INCAWX2,400$412,1760.01%
214T-MOBILE US INCTMUSZ2,909$407,4050.01%
215METLIFE INCMET-PF6,470$407,0280.01%
216AMERICAN ELEC PWR CO INC0255371015,360$403,1800.01%
217EQT CORPEQT9,928$402,8780.01%
218DUPONT DE NEMOURS INCDD5,212$388,7990.01%
219L3HARRIS TECHNOLOGIES INCLHX2,190$381,3230.01%
220VANGUARD WORLD FD9219108161,662$377,1080.01%
221SAP SESAPGF2,912$376,5800.01%
222CADENCE DESIGN SYSTEM INCCDNS1,591$372,7780.01%
223EDISON INTL2810201075,877$371,9550.01%
224SEAGATE TECHNOLOGY HLDNGS PLSE5,603$369,5100.01%
225ZOETIS INCZTS2,109$366,9240.01%
226CONSTELLATION ENERGY CORPCEG3,303$360,2910.01%
227SELECT SECTOR SPDR TR81369Y8032,171$355,8920.01%
228PNC FINL SVCS GROUP INC6934751052,871$352,4660.01%
229BIOCRYST PHARMACEUTICALS INCBCRX48,988$346,8350.01%
230CME GROUP INCCME1,726$345,5800.01%
231EXELON CORPEXC9,144$345,5520.01%
232BP PLCBPPFF8,767$339,4750.01%
233KINDER MORGAN INC DELEP-PC19,964$331,0100.01%
234FARFETCH LTD30744W107157,317$328,7930.01%
235UBER TECHNOLOGIES INCUBER6,953$319,7580.01%
236CAPITAL ONE FINL CORP14040H1053,277$318,0330.01%
237NETFLIX INCNFLX839$316,8060.01%
238VANGUARD SCOTTSDALE FDS92206C6644,345$310,4190.01%
239PROSHARES TR74348A4673,425$303,2840.01%
240KIMBERLY-CLARK CORPKMB2,499$302,0040.01%
241PACCAR INCPCAR3,516$298,9300.01%
242ADVANCED MICRO DEVICES INCAMD2,890$297,1230.01%
243RIO TINTO PLCRTNTF4,638$295,1720.01%
244ISHARES TR4642871762,801$290,5200.01%
245MICRON TECHNOLOGY INCMU4,235$288,1070.01%
246VANGUARD WORLD FDS92204A702693$287,5260.01%
247ALLSTATE CORPALL-PJ2,568$286,1010.01%
248CHESAPEAKE ENERGY CORPEXE3,259$281,0240.01%
249AIRBNB INCABNB2,032$278,8650.01%
250GENERAL MTRS CO37045V1008,442$278,3330.01%
251ENTERPRISE PRODS PARTNERS L29379210710,147$277,7110.01%
252UBS GROUP AGUBS11,216$276,4690.01%
253LABORATORY CORP AMER HLDGS50540R4091,363$274,0310.01%
254SYNOPSYS INCSNPS595$273,0870.01%
255DOW INCDOW5,287$272,6180.01%
256HARTFORD FINL SVCS GROUP INCHIG-PG3,830$271,5850.01%
257AUTOMATIC DATA PROCESSING INADP1,121$269,7740.01%
258SOUTHSTATE CORPORATIONSSB3,960$266,7460.01%
259DOLBY LABORATORIES INCDLB3,235$256,4060.01%
260ASML HOLDING N VASMLF431$253,7120.01%
261SAUL CTRS INC8043951016,987$246,4310.01%
262ISHARES TR4642874653,562$245,5240.01%
263CORTEVA INCCTVA4,721$241,5100.01%
264PALO ALTO NETWORKS INCPANW30$235,3500.01%
265INTERCONTINENTAL EXCHANGE IN45866F1042,096$230,6020.01%
266VACASA INC91854V107500,000$230,5500.01%
267WOODSIDE ENERGY GROUP LTDWOPEF9,646$224,6550.01%
268GRAINGER W W INC384802104324$224,1560.01%
269BLACKSTONE MTG TR INCBX10,230$222,5130.01%
270MURPHY USA INCMUSA649$221,7830.01%
271WD 40 COWDFC1,091$221,7350.01%
272EQUINIX INCEQIX302$219,3310.01%
273DICKS SPORTING GOODS INC2533931022,000$217,1600.01%
274CONAGRA BRANDS INCCAG7,665$210,1820.01%
275ISHARES TR4642886876,874$207,2510.01%
276GABELLI EQUITY TR INCGAB-PK39,588$203,0860.01%
277RELIANCE STEEL & ALUMINUM CORS771$202,1790.01%
278AMAZON COM INCAMZN50$201,2500.01%
279CHARLES RIV LABS INTL INC1598641071,025$200,8800.01%
280BROOKFIELD RENEWABLE CORPBEPC8,367$200,3060.01%
281WARNER BROS DISCOVERY INCWBD18,065$196,1860.01%
282IN8BIO INCINAB180,000$187,2000.01%
283EATON VANCE LTD DURATION INCETN18,552$167,7100.01%
284KENNEDY-WILSON HOLDINGS INCKW10,620$156,5390.01%
285WESTERN ASSET GBL HIGH INC F95766B10920,726$138,0350.01%
286NUVEEN PFD & INCOME OPPORTUNNU19,599$124,0620.00%
287NOKIA CORPNOKBF31,900$119,3060.00%
288HALEON PLCHLNCF11,607$96,6860.00%
289MANNKIND CORPMNKD18,500$76,4050.00%
290WESTERN DIGITAL CORP.WDC72,000$70,7760.00%
291OKTA INCOKTA63,000$57,0460.00%
292DOCUSIGN INCDOCU57,000$55,8600.00%
293SHOPIFY INCSHOP59,000$52,5980.00%
294PALO ALTO NETWORKS INCPANW21,000$49,4660.00%
295VOYA GLBL EQTY DIV & PREM OP92912T10010,000$49,0000.00%
296ALTERYX INC02156BAD550,000$47,7500.00%
297UBER TECHNOLOGIES INCUBER51,000$47,5790.00%
298BOOKING HOLDINGS INCBKNG26,000$43,4200.00%
299PIONEER NAT RES CO723787AP215,000$36,7410.00%
300BENTLEY SYS INCBSY38,000$36,6700.00%
301EXPEDIA GROUP INCEXPE42,000$36,4900.00%
302AKAMAI TECHNOLOGIES INCAKAM30,000$35,3820.00%
303EURONET WORLDWIDE INCEEFT38,000$34,9120.00%
304DEXCOM INCDXCM32,000$30,1600.00%
305ON SEMICONDUCTOR CORPON16,000$28,8000.00%
306INSMED INCINSM28,000$27,7760.00%
307EQT CORPEQT10,000$27,7560.00%
308ZILLOW GROUP INCZ27,000$27,7160.00%
309EXACT SCIENCES CORP30063PAC932,000$27,6190.00%
310MONGODB INCMDB16,000$27,3440.00%
311AIRBNB INCABNB31,000$27,2800.00%
312CLOUDFLARE INCNET32,000$27,2000.00%
313MICROCHIP TECHNOLOGY INC.MCHPP24,000$25,2000.00%
314DRAFTKINGS INC NEWDKNG32,000$24,2080.00%
315ZSCALER INCZS20,000$24,0200.00%
316HUBSPOT INCHUBS13,000$23,1660.00%
317DATADOG INCDDOG19,000$22,2960.00%
318CYBERARK SOFTWARE LTD23248VAB119,000$21,8980.00%
319BLOCK INCBSQKZ25,000$20,8750.00%
320MAKEMYTRIP LIMITED MAURITIUSMMYT16,000$18,6000.00%
321FIVE9 INCFIVN19,000$17,7270.00%
322CHEGG INCCHGG19,000$17,0810.00%
323FORD MTR CO DEL345370CZ117,000$16,7020.00%
324ARES CAPITAL CORPARCC16,000$16,2300.00%
325CONFLUENT INC20717MAB919,000$15,4960.00%
326NATERA INCNTRA11,000$14,5480.00%
327LIVE NATION ENTERTAINMENT INLYV13,000$13,2400.00%
328HYLIION HOLDINGS CORPHYLN10,300$12,1540.00%
329LYFT INCLYFT13,000$11,9470.00%
330SOUTHWEST AIRLS CO844741BG211,000$10,9180.00%
331ALTERYX INC02156BAF012,000$10,5740.00%
332SHAKE SHACK INCSHAK14,000$10,3780.00%
333BLACKSTONE MORTGAGE TRUST IN09257WAE011,000$9,7830.00%
334GUARDANT HEALTH INCGH13,000$8,9380.00%