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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

Catalina Capital Group, LLC

Quarter ended Q1 2024 · Filed May 3, 2024 · Accession 0002018090-24-000002

Total Value
$240.5M
Positions
309
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (309)

#IssuerTicker / CUSIPSharesValue% of Filing
1WISDOMTREE TRWT226,129$11.4M4.73%
2APPLE INCAAPL63,505$10.9M4.53%
3MICROSOFT CORPMSFT25,756$10.8M4.50%
4NVIDIA CORPORATIONNVDA8,585$7.8M3.22%
5AMAZON COM INCAMZN33,834$6.1M2.54%
6WISDOMTREE TRWT71,656$5.5M2.27%
7SPDR SER TR78464A85487,446$5.4M2.24%
8STARBUCKS CORPSBUX58,506$5.3M2.22%
9ISHARES TR4642872009,590$5.0M2.10%
10STARBUCKS CORPSBUX51,100$4.7M1.94%
11META PLATFORMS INCMETA8,975$4.4M1.81%
12J P MORGAN EXCHANGE TRADED F46641Q83783,761$4.2M1.76%
13BERKSHIRE HATHAWAY INC DELBRK-A7,648$3.2M1.34%
14ALPHABET INCGOOG20,649$3.1M1.31%
15ISHARES TR46429B267129,499$2.9M1.23%
16ELI LILLY & COLLY3,638$2.8M1.18%
17SPDR S&P 500 ETF TRSPY5,262$2.8M1.14%
18VISA INCV9,629$2.7M1.12%
19COCA COLA COKO42,545$2.6M1.08%
20ALPHABET INCGOOG16,883$2.5M1.06%
21CELSIUS HLDGS INCCELH29,624$2.5M1.02%
22INNOVATOR ETFS TRUSTINHD67,213$2.4M0.99%
23HOME DEPOT INCHD5,618$2.2M0.90%
24INNOVATOR ETFS TRUSTINHD57,325$2.1M0.88%
25COCA COLA COKO33,500$2.0M0.85%
26JPMORGAN CHASE & COVYLD9,416$1.9M0.78%
27BROADCOM INCAVGO1,418$1.9M0.78%
28ISHARES TR4642876145,149$1.7M0.72%
29PROCTER AND GAMBLE CO7427181099,910$1.6M0.67%
30FIRST TR EXCH TRADED FD III33739P86331,914$1.6M0.66%
31EXXON MOBIL CORPXOM13,614$1.6M0.66%
32INVESCO EXCHANGE TRADED FD TIVZ8,953$1.5M0.63%
33ISHARES TR46432F3399,170$1.5M0.63%
34UNITEDHEALTH GROUP INCUNH3,027$1.5M0.62%
35ISHARES TR46434V61332,589$1.5M0.62%
36MASTERCARD INCORPORATEDMA3,025$1.5M0.61%
37COSTCO WHSL CORP NEW22160K1051,804$1.3M0.55%
38VANGUARD SPECIALIZED FUNDS9219088447,133$1.3M0.54%
39JOHNSON & JOHNSONJNJ8,149$1.3M0.54%
40NETFLIX INCNFLX2,120$1.3M0.54%
41ABBVIE INCABBV6,918$1.3M0.52%
42ORACLE CORPORCL-PD9,876$1.2M0.52%
43INNOVATOR ETFS TRUSTINHD34,406$1.2M0.51%
44ADVANCED MICRO DEVICES INCAMD6,690$1.2M0.50%
45ISHARES TR4642877218,705$1.2M0.49%
46INVESCO QQQ TRIVZ2,627$1.2M0.48%
47ISHARES TR46428887721,102$1.1M0.48%
48VANGUARD MUN BD FDS92290774622,164$1.1M0.47%
49MERCK & CO INCMRK8,208$1.1M0.45%
50TESLA INCTSLA5,942$1.0M0.43%
51INTUITIVE SURGICAL INCISRG2,401$958,2150.40%
52WALMART INCWMT15,839$953,0260.40%
53GRAYSCALE BITCOIN TR BTCGBTC14,823$936,3690.39%
54TJX COS INC NEW8725401099,175$930,5460.39%
55UBER TECHNOLOGIES INCUBER11,912$917,1050.38%
56COMCAST CORP NEWCCZ21,043$912,2300.38%
57ISHARES TR4642878048,075$892,4040.37%
58ACCENTURE PLC IRELANDACN2,402$832,4860.35%
59REPUBLIC SVCS INC7607591004,305$824,1740.34%
60CATERPILLAR INCCAT2,244$822,3690.34%
61CHEVRON CORP NEWCVX5,197$819,7750.34%
62FIRST TR EXCHNG TRADED FD VI33740U50519,657$810,0650.34%
63BANK AMERICA CORP06050510421,046$798,0580.33%
64EATON CORP PLCETN2,543$795,2550.33%
65SCHLUMBERGER LTDSLB14,445$791,7040.33%
66CONOCOPHILLIPSCOP6,109$777,5540.32%
67ISHARES TR4642888857,488$777,1800.32%
68BLACKROCK INCBLK911$759,1290.32%
69SCHWAB STRATEGIC TR80852483916,237$746,9020.31%
70PHILLIPS EDISON & CO INCPECO20,684$741,9240.31%
71CACI INTL INC1271903041,945$736,8240.31%
72SALESFORCE INCCRM2,433$732,7710.30%
73DISNEY WALT CO2546871065,738$702,1230.29%
74GALLAGHER ARTHUR J & CO3635761092,798$699,6410.29%
75CISCO SYS INCCSCO13,788$688,1810.29%
76ISHARES TR4642874083,597$671,9560.28%
77GOLDMAN SACHS GROUP INCGSCE1,598$667,4690.28%
78QUALCOMM INCQCOM3,888$658,2490.27%
79LINDE PLCLIN1,403$651,5250.27%
80MARATHON PETE CORPMARA3,218$648,4690.27%
81DANAHER CORPORATION2358511022,572$642,2800.27%
82PEPSICO INCPEP3,629$635,1110.26%
83ADOBE INCADBE1,211$611,0710.25%
84MCDONALDS CORPMCD2,050$578,1350.24%
85VANGUARD INDEX FDS9229087361,674$576,1910.24%
86S&P GLOBAL INCSPGI1,344$571,8330.24%
87AMGEN INCAMGN2,000$568,6400.24%
88BLACKROCK ETF TRUSTBLK12,695$563,6580.23%
89CHUBB LIMITEDCB2,172$562,8300.23%
90FIRST TR EXCHNG TRADED FD VI33740U67917,542$553,6260.23%
91AMERICAN EXPRESS COAXP2,416$550,1240.23%
92VANGUARD INDEX FDS9229087692,109$548,1280.23%
93STRYKER CORPORATIONSYK1,527$546,4960.23%
94RBB BANCORPRBB30,104$542,1730.23%
95ISHARES TR4642875982,963$530,7020.22%
96LOWES COS INC5486611072,050$522,1970.22%
97GENERAL ELECTRIC CO3696043012,974$521,9480.22%
98CHUNGHWA TELECOM CO LTDCHT13,295$520,3660.22%
99ANALOG DEVICES INCADI2,626$519,4520.22%
100VERIZON COMMUNICATIONS INCVZ12,189$511,4500.21%
101LAM RESEARCH CORPLRCX524$509,1030.21%
102VANGUARD INTL EQUITY INDEX F9220427424,587$506,8480.21%
103ABBOTT LABSABLZF4,453$506,1290.21%
104INTUITINTU772$501,8250.21%
105TEXAS INSTRS INC8825081042,825$492,1430.20%
106ISHARES TR4642876221,691$487,0590.20%
107BOOKING HOLDINGS INCBKNG134$486,1360.20%
108THERMO FISHER SCIENTIFIC INCTMO824$478,9170.20%
109INNOVATOR ETFS TRUSTINHD12,074$472,2140.20%
110FIRST TR EXCHNG TRADED FD VI33740F51613,115$470,5660.20%
111ISHARES TR4642885885,084$469,8630.20%
112NOVO-NORDISK A SNONOF3,612$463,7810.19%
113NUCOR CORPNUE2,320$459,1460.19%
114PHILLIPS 66PSX2,790$455,7700.19%
115APPLIED MATLS INC0382221052,191$451,8750.19%
116INTEL CORPINTC10,193$450,2420.19%
117UNION PAC CORPUNP1,824$448,6650.19%
118MARATHON OIL CORPMARA15,763$446,7230.19%
119ASML HOLDING N VASMLF460$446,4160.19%
120INTERNATIONAL BUSINESS MACHSINTR2,330$444,8770.18%
121WELLS FARGO CO NEW9497461017,667$444,3580.18%
122FIDELITY COVINGTON TRUST3160928082,836$441,9420.18%
123ELEVANCE HEALTH INCELV849$440,2400.18%
124SERVICENOW INCNOW576$439,1420.18%
125FIRST TR EXCH TRADED FD III33739N1088,523$437,7160.18%
126THE CIGNA GROUP1255231001,198$435,2360.18%
127EMERSON ELEC COEMR3,695$419,0400.17%
128MOTOROLA SOLUTIONS INCMSI1,179$418,5420.17%
129TAIWAN SEMICONDUCTOR MFG LTD8740391003,074$418,2380.17%
130HELMERICH & PAYNE INCHP9,896$416,2260.17%
131WASTE MGMT INC DEL94106L1091,939$413,2820.17%
132LOCKHEED MARTIN CORPLMT908$413,0220.17%
133ISHARES TR46435G4253,559$409,1030.17%
134MARSH & MCLENNAN COS INC5717481021,969$405,6110.17%
135RTX CORPORATIONRTX4,150$404,7500.17%
136SYNOPSYS INCSNPS707$404,0510.17%
137CHIPOTLE MEXICAN GRILL INCCMG139$404,0410.17%
138SHERWIN WILLIAMS COSHW1,143$397,0230.17%
139CVS HEALTH CORPCVS4,951$394,8920.16%
140DEERE & CODE954$391,8460.16%
141EQUINIX INCEQIX470$387,9050.16%
142MONDELEZ INTL INC6092071055,508$385,5600.16%
143HONEYWELL INTL INC4385161061,860$381,7650.16%
144MICRON TECHNOLOGY INCMU3,168$373,4550.16%
145ISHARES INC46434G1037,221$372,6040.15%
146BOSTON SCIENTIFIC CORPBSX5,409$370,4620.15%
147ISHARES TR4642884143,419$367,8310.15%
148M & T BK CORP55261F1042,505$364,3910.15%
149DIMENSIONAL ETF TRUST25434V78113,247$360,1860.15%
150BANK NEW YORK MELLON CORP0640581006,244$359,7580.15%
151AT&T INCT-PC20,177$355,1150.15%
152PHILIP MORRIS INTL INC7181721093,870$354,5690.15%
153PROGRESSIVE CORP7433151031,714$354,4990.15%
154AUTOMATIC DATA PROCESSING INADP1,388$346,6390.14%
155AFLAC INCAFL4,027$345,7210.14%
156PALO ALTO NETWORKS INCPANW1,205$342,3770.14%
157MORGAN STANLEYMS-PQ3,633$342,0990.14%
158PARKER-HANNIFIN CORPPH614$341,2920.14%
159ISHARES TR4642874323,528$333,8190.14%
160FIRST TR EXCHNG TRADED FD VI33740U3077,766$330,0160.14%
161TARGA RES CORPTRGP2,944$329,6990.14%
162KAYNE ANDERSON ENERGY INFRST48660610632,534$325,6650.14%
163TRAVELERS COMPANIES INCTRV1,410$324,4970.13%
164NUVEEN AMT FREE MUN CR INC FNU26,684$324,2110.13%
165NUVEEN MUNICIPAL CREDIT INCNU26,357$322,6100.13%
166VANGUARD INDEX FDS9229086291,269$317,1610.13%
167LIQUIDIA CORPORATIONLQDA21,416$315,8860.13%
168EOG RES INCEOG2,437$311,5460.13%
169CADENCE DESIGN SYSTEM INCCDNS994$309,4120.13%
170WILLIAMS SONOMA INCWSM972$308,6390.13%
171MCKESSON CORPMCK574$308,1620.13%
172DIGITAL RLTY TR INC2538681032,139$308,1020.13%
173MGM RESORTS INTERNATIONALMGM6,486$306,2040.13%
174VALERO ENERGY CORPVLO1,761$300,5850.12%
175J P MORGAN EXCHANGE TRADED F46641Q6545,923$300,5330.12%
176ISHARES TR4642873093,532$298,2420.12%
177ISHARES TR4642883565,174$297,7120.12%
178DOVER CORPDOV1,653$292,8950.12%
179BROOKFIELD CORP11271J1076,937$290,4520.12%
180CUMMINS INCCMI985$290,2590.12%
181VANGUARD WORLD FD92204A702553$290,1280.12%
182VERTEX PHARMACEUTICALS INCVRTX693$289,6810.12%
183UBS AG LONDON BRANCHUSML340$286,7730.12%
184AMERIPRISE FINL INC03076C106653$286,3420.12%
185NUVEEN PFD & INCOME OPPORTUNNU39,429$283,4950.12%
186FISERV INCFISV1,766$282,2420.12%
187ONEOK INC NEWOKE3,514$281,7170.12%
188UNITED PARCEL SERVICE INCUPS1,890$280,8560.12%
189VANGUARD INDEX FDS922908363580$278,6420.12%
190AMERICAN TOWER CORP NEW03027X1001,397$276,0330.11%
191PNC FINL SVCS GROUP INC6934751051,687$272,6190.11%
192FIRST TR EXCHNG TRADED FD VI33740F8476,075$271,7860.11%
193INNOVATOR ETFS TRUSTINHD7,950$271,5720.11%
194WILLIAMS COS INC9694571006,963$271,3650.11%
195FS CREDIT OPPORTUNITIES CORPFSCO45,500$269,8150.11%
196ISHARES TR4642876551,280$269,1840.11%
197T-MOBILE US INCTMUSZ1,649$269,1500.11%
198XAI OCTAGN FLT RAT & ALT INM98400T10637,880$268,5690.11%
199NEXTERA ENERGY INCNEE-PW4,185$267,4360.11%
200FREEPORT-MCMORAN INCFCX5,663$266,2740.11%
201ISHARES TR46434V8605,245$265,8690.11%
202NUVEEN VRIABL RAT PFD & INMNU14,598$261,4500.11%
203ILLINOIS TOOL WKS INC452308109968$259,7970.11%
204OREILLY AUTOMOTIVE INC67103H107229$258,5140.11%
205PIONEER MUN HIGH INCOME OPPO72376010422,785$257,6980.11%
206HALLIBURTON COHAL6,466$254,8900.11%
207ARISTA NETWORKS INCANET875$253,7330.11%
208CITIGROUP INCC-PR4,002$253,0830.11%
209NUVEEN CORE PLUS IMPACT FUNDNPCT24,387$252,4050.10%
210CARRIER GLOBAL CORPORATIONCARR4,341$252,3480.10%
211FIRST TR EXCHNG TRADED FD VI33740F5996,426$252,1560.10%
212DIAMONDBACK ENERGY INCFANG1,270$251,7550.10%
213DOW INCDOW4,336$251,2100.10%
214PAYCHEX INCPAYX2,026$248,8230.10%
215ROCKWELL AUTOMATION INCROK851$247,9350.10%
216PRUDENTIAL FINL INCPUKPF2,105$247,1270.10%
217HF SINCLAIR CORPDINO3,995$241,1780.10%
218REGENERON PHARMACEUTICALSREGN250$240,6230.10%
219HARTFORD FINL SVCS GROUP INCHIG-PG2,327$239,7970.10%
220GENERAL DYNAMICS CORPGD841$237,5740.10%
221FASTENAL COFAST3,067$236,5750.10%
222SHELL PLCRYDAF3,517$235,7800.10%
223CME GROUP INCCME1,094$235,5270.10%
224DUKE ENERGY CORP NEWDUKB2,428$234,8120.10%
225CONSTELLATION ENERGY CORPCEG1,262$233,2810.10%
226ISHARES GOLD TRIAU5,550$233,1560.10%
227CSX CORPCSX6,246$231,5250.10%
228GENERAL MTRS CO37045V1005,072$230,0150.10%
229ISHARES TR46432F8423,089$229,2520.10%
230AIR PRODS & CHEMS INCAIIR944$228,7030.10%
231KLA CORPKLAC326$227,7720.09%
232OAKTREE SPECIALTY LENDING COOCSL11,585$227,7520.09%
233NUVEEN QUALITY MUNCP INCOMENU19,834$227,2980.09%
234PROLOGIS INC.PLDGP1,745$227,2340.09%
235PACCAR INCPCAR1,825$226,0690.09%
236PENNANTPARK INVT CORP70806210432,663$224,7190.09%
237BOEING COBA-PA1,159$223,6750.09%
238INTERCONTINENTAL EXCHANGE IN45866F1041,617$222,2640.09%
239VANGUARD INDEX FDS9229087441,337$217,7440.09%
240TRANE TECHNOLOGIES PLCTT723$217,0450.09%
241DOUBLELINE YIELD OPPORTUNITIDLY13,563$216,1940.09%
242FIRST TR EXCHNG TRADED FD VI33740F8054,956$216,0680.09%
243PIONEER NAT RES CO723787107816$214,1080.09%
244FIVE BELOW INCFIVE1,165$211,3080.09%
245DUPONT DE NEMOURS INCDD2,746$210,5360.09%
246NIKE INCNKE2,228$209,3510.09%
247FIRST TR EXCHANGE-TRADED FD33733E3021,020$209,1920.09%
248D R HORTON INC23331A1091,265$208,1560.09%
249WEST PHARMACEUTICAL SVSC INC955306105525$207,7530.09%
250TOYOTA MOTOR CORPTOYOF823$207,1740.09%
251TARGET CORPTGT1,165$206,4500.09%
252WESTERN ASSET DIVERSIFIED INWDI14,257$206,0140.09%
253ISHARES INC46434G7643,574$205,7550.09%
254FORD MTR CO DEL34537086015,408$204,6180.09%
255PPG INDS INC6935061071,410$204,3340.08%
256GILEAD SCIENCES INCGILD2,786$204,1020.08%
257RELIANCE INCRS608$203,2000.08%
258AGILENT TECHNOLOGIES INCA1,395$202,9860.08%
259CENCORA INCCOR828$201,1960.08%
260BLACKROCK CAP ALLOCATION TERBLK11,772$196,1220.08%
261SUMITOMO MITSUI FINL GROUP I86562M20916,286$191,6860.08%
262COHEN & STEERS REAL ESTATE O19249Q10312,805$188,7460.08%
263BANCO BILBAO VIZCAYA ARGENTABBVXF15,637$185,1470.08%
264ABRDN GLOBAL INFRA INCOME FU00326W10610,115$179,5410.07%
265ARES DYNAMIC CR ALLOCATION F04014F10212,400$176,4520.07%
266MITSUBISHI UFJ FINL GROUP IN60682210417,047$174,3910.07%
267ANGEL OAK FINL STRATEGIES IN03464A10013,065$163,1820.07%
268CALAMOS LNG SHR EQT DYNAMIC12812C10610,237$157,9570.07%
269PGIM SHORT DUR HIG YLD OPP F69355J10410,249$157,6300.07%
270NUVEEN REAL ASSET INCOME & G67074Y10513,218$156,7650.07%
271CION INVT CORP17259U20414,165$155,8150.06%
272INVESCO ADVANTAGE MUN INCOMEIVZ18,223$154,8960.06%
273BLACKROCK MUNIVEST FD INCBLK21,348$150,7170.06%
274NKARTA INCNKTX13,483$145,7510.06%
275NUVEEN GLOBAL HIGH INCOME FDNU11,272$144,0560.06%
276BANCO SANTANDER S.A.BCDRF28,807$139,4250.06%
277MIZUHO FINANCIAL GROUP INCMZHOF34,952$139,1090.06%
278FIRST TR MLP & ENERGY INCOM33739B10413,995$135,3320.06%
279NUVEEN CR STRATEGIES INCOMENU23,427$130,4880.05%
280EATON VANCE LTD DURATION INCETN13,352$130,1820.05%
281FEDERATED HERMES PREM MUNI IFHI11,374$125,9100.05%
282PIMCO MUN INCOME FD III72201A10315,352$114,6790.05%
283EATON VANCE TAX-MANAGED GLOBETN13,995$114,1990.05%
284NUVEEN MUN HIGH INCOME OPPORNU10,649$112,4530.05%
285MFS MULTIMARKET INCOME TRMMT23,877$110,5510.05%
286EATON VANCE MUNI INCOME TRUSETN10,624$108,8960.05%
287INVESCO TR INVT GRADE MUNSIVZ11,035$108,8050.05%
288VAALCO ENERGY INCEGY15,604$108,7600.05%
289DWS STRATEGIC MUN INCOME TR23342Q10112,013$107,3960.04%
290ALLSPRING MULTI SECTOR INCOMERC11,506$107,3510.04%
291HIGHLAND OPPORTUNITIESHFRO-PB13,631$95,8260.04%
292NEWPARK RES INCNPKI12,881$93,0010.04%
293FST TR NEW OPPORT MLP & ENEFSTWF11,769$90,1510.04%
294BLACKROCK ENHANCED INTL DIVBLK15,943$88,1650.04%
295ABRDN TOTAL DYNAMIC DIVIDENDAOD10,029$83,1400.03%
296TELEFONICA S ATELFY18,828$83,0330.03%
297WALDENCAST PLCWALDW11,301$73,4570.03%
298OMNIAB INCOABIW12,661$68,6230.03%
299I-80 GOLD CORPIAUX-WT44,145$59,1540.02%
300VOYA GLBL EQTY DIV & PREM OP92912T10010,766$57,0600.02%
301LLOYDS BANKING GROUP PLCLLOBF16,150$41,8290.02%
302ARDAGH METAL PACKAGING S AAMPWF12,178$41,7710.02%
303LI-CYCLE HOLDINGS CORP50202P10539,091$40,2640.02%
304RING ENERGY INCREI17,000$33,3200.01%
305OLAPLEX HLDGS INCOLPX15,916$30,5590.01%
306ARGO BLOCKCHAIN PLCARBK12,700$27,5590.01%
307THOUGHTWORKS HOLDING INC88546E10510,413$26,3450.01%
308VNET GROUP INCVNET16,874$26,1550.01%
309GRUPO AVAL ACCIONES Y VALOREAVAL10,779$24,8990.01%