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

Catalina Capital Group, LLC

Quarter ended Q2 2024 · Filed July 24, 2024 · Accession 0002018090-24-000003

Total Value
$266.3M
Positions
313
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL71,869$15.1M5.68%
2MICROSOFT CORPMSFT32,505$14.5M5.45%
3WISDOMTREE TRWT247,823$12.5M4.68%
4NVIDIA CORPORATIONNVDA94,618$11.7M4.39%
5AMAZON COM INCAMZN37,213$7.2M2.70%
6ISHARES TR46428720011,984$6.6M2.46%
7WISDOMTREE TRWT76,359$6.0M2.24%
8META PLATFORMS INCMETA9,293$4.7M1.76%
9SPDR SER TR78464A85471,878$4.6M1.73%
10ALPHABET INCGOOG22,505$4.1M1.55%
11ALPHABET INCGOOG20,075$3.7M1.37%
12ELI LILLY & COLLY3,928$3.6M1.34%
13J P MORGAN EXCHANGE TRADED F46641Q83770,061$3.5M1.33%
14ISHARES TR46429B267144,562$3.3M1.23%
15BERKSHIRE HATHAWAY INC DELBRK-A7,724$3.1M1.18%
16INNOVATOR ETFS TRUSTINHD79,842$3.0M1.14%
17BROADCOM INCAVGO1,824$2.9M1.10%
18SPDR S&P 500 ETF TRSPY5,292$2.9M1.08%
19INVESCO EXCHANGE TRADED FD TIVZ17,299$2.8M1.07%
20COCA COLA COKO43,757$2.8M1.05%
21INNOVATOR ETFS TRUSTINHD79,195$2.8M1.04%
22VISA INCV10,078$2.6M0.99%
23JPMORGAN CHASE & CO.VYLD11,746$2.4M0.89%
24EXXON MOBIL CORPXOM19,358$2.2M0.84%
25ISHARES TR4642876145,850$2.1M0.80%
26COCA COLA COKO33,500$2.1M0.80%
27HOME DEPOT INCHD6,065$2.1M0.78%
28STARBUCKS CORPSBUX23,616$1.8M0.69%
29COSTCO WHSL CORP NEW22160K1052,073$1.8M0.66%
30ISHARES TR46432F33910,214$1.7M0.65%
31UNITEDHEALTH GROUP INCUNH3,380$1.7M0.65%
32PROCTER AND GAMBLE CO74271810910,433$1.7M0.65%
33CELSIUS HLDGS INCCELH29,551$1.7M0.63%
34STARBUCKS CORPSBUX21,300$1.7M0.62%
35ABBVIE INCABBV9,210$1.6M0.59%
36INNOVATOR ETFS TRUSTINHD43,755$1.6M0.59%
37ISHARES TR46434V61333,680$1.5M0.57%
38ISHARES TR4642877219,937$1.5M0.56%
39NETFLIX INCNFLX2,201$1.5M0.56%
40ORACLE CORPORCL-PD10,307$1.5M0.55%
41MASTERCARD INCORPORATEDMA3,171$1.4M0.53%
42INVESCO QQQ TRIVZ2,871$1.4M0.52%
43TESLA INCTSLA6,703$1.3M0.50%
44FIRST TR EXCH TRADED FD III33739P86326,450$1.3M0.49%
45ISHARES TR46428730913,775$1.3M0.48%
46VANGUARD MUN BD FDS92290774625,071$1.3M0.47%
47MERCK & CO INCMRK9,861$1.2M0.46%
48GOLDMAN SACHS GROUP INCGSCE2,640$1.2M0.45%
49ADVANCED MICRO DEVICES INCAMD7,082$1.1M0.43%
50CHEVRON CORP NEWCVX7,307$1.1M0.43%
51WALMART INCWMT16,665$1.1M0.42%
52INTUITIVE SURGICAL INCISRG2,502$1.1M0.42%
53VANGUARD SPECIALIZED FUNDS9219088445,849$1.1M0.40%
54BLACKROCK ETF TRUSTBLK21,938$1.0M0.39%
55BANK AMERICA CORP06050510425,734$1.0M0.38%
56TJX COS INC NEW8725401099,290$1.0M0.38%
57ISHARES TR4642888859,848$1.0M0.38%
58JOHNSON & JOHNSONJNJ6,625$968,2590.36%
59UBER TECHNOLOGIES INCUBER12,358$898,1790.34%
60ELEVANCE HEALTH INCELV1,629$882,6930.33%
61EATON CORP PLCETN2,764$866,7680.33%
62GALLAGHER ARTHUR J & CO3635761093,243$840,9750.32%
63CACI INTL INC1271903041,951$839,1840.32%
64REPUBLIC SVCS INC7607591004,308$837,2450.31%
65FIRST TR EXCHNG TRADED FD VI33740U50519,657$836,4050.31%
66SCHWAB STRATEGIC TR80852483917,997$820,3030.31%
67CONOCOPHILLIPSCOP7,151$817,9310.31%
68CATERPILLAR INCCAT2,445$814,5290.31%
69ISHARES TR46428887714,882$789,3410.30%
70GRAYSCALE BITCOIN TR BTCGBTC14,741$784,8110.29%
71VERIZON COMMUNICATIONS INCVZ18,020$743,1450.28%
72PEPSICO INCPEP4,472$737,5790.28%
73COMCAST CORP NEWCCZ18,699$732,2430.27%
74BLACKROCK INCBLK927$729,5000.27%
75ISHARES TR4642874083,882$706,5630.27%
76DANAHER CORPORATION2358511022,809$701,8290.26%
77AMERICAN EXPRESS COAXP3,027$700,9300.26%
78QUALCOMM INCQCOM3,504$697,9470.26%
79NEXTERA ENERGY INCNEE-PW9,683$685,6290.26%
80VANGUARD INDEX FDS9229087361,818$679,9500.26%
81ANALOG DEVICES INCADI2,949$673,2070.25%
82FIRST TR EXCHNG TRADED FD VI33740F45818,756$668,8600.25%
83ACCENTURE PLC IRELANDACN2,200$667,4500.25%
84ADOBE INCADBE1,199$666,0920.25%
85AMGEN INCAMGN2,117$661,4570.25%
86LAM RESEARCH CORPLRCX601$639,9750.24%
87LINDE PLCLIN1,439$631,5480.24%
88TEXAS INSTRS INC8825081043,231$628,5260.24%
89S&P GLOBAL INCSPGI1,389$619,5270.23%
90BOOKING HOLDINGS INCBKNG154$610,0710.23%
91SALESFORCE INCCRM2,353$604,9580.23%
92MARATHON PETE CORPMARA3,414$592,3000.22%
93CHUBB LIMITEDCB2,284$582,6030.22%
94TAIWAN SEMICONDUCTOR MFG LTD8740391003,348$581,9470.22%
95WELLS FARGO CO NEW9497461019,718$577,1370.22%
96FIRST TR EXCHNG TRADED FD VI33740U67917,542$568,8750.21%
97RBB BANCORPRBB30,127$566,6890.21%
98VANGUARD INDEX FDS9229087692,107$563,6420.21%
99STRYKER CORPORATIONSYK1,656$563,4830.21%
100CISCO SYS INCCSCO11,741$557,8010.21%
101ISHARES TR4642875983,167$552,5630.21%
102LOWES COS INC5486611072,497$550,4890.21%
103INTUITINTU826$542,8840.20%
104INTERNATIONAL BUSINESS MACHSINTR3,131$541,4640.20%
105APPLIED MATLS INC0382221052,263$534,0780.20%
106SCHLUMBERGER LTDSLB11,253$530,8960.20%
107FIRST TR EXCHNG TRADED FD VI33740F43315,377$524,5090.20%
108MCDONALDS CORPMCD2,056$523,8310.20%
109LOCKHEED MARTIN CORPLMT1,121$523,6250.20%
110RTX CORPORATIONRTX5,206$522,6300.20%
111ASML HOLDING N VASMLF509$520,5700.20%
112THE CIGNA GROUP1255231001,572$519,7810.20%
113NOVO-NORDISK A SNONOF3,631$518,2890.19%
114GE AEROSPACE3696043013,225$512,6190.19%
115DISNEY WALT CO2546871065,132$509,5740.19%
116ISHARES TR4642885885,546$509,1780.19%
117ISHARES TR4642876221,691$503,1400.19%
118THERMO FISHER SCIENTIFIC INCTMO895$494,9350.19%
119CHIPOTLE MEXICAN GRILL INCCMG7,886$494,0580.19%
120FIRST TR EXCHNG TRADED FD VI33740F51613,115$483,8530.18%
121INNOVATOR ETFS TRUSTINHD11,822$475,5990.18%
122PROGRESSIVE CORP7433151032,254$468,1880.18%
123MOTOROLA SOLUTIONS INCMSI1,197$462,1280.17%
124MARATHON OIL CORPMARA16,038$459,8090.17%
125MARSH & MCLENNAN COS INC5717481022,149$452,8800.17%
126ISHARES INC46434G1038,431$451,3110.17%
127SERVICENOW INCNOW568$446,8290.17%
128PALO ALTO NETWORKS INCPANW1,315$445,7980.17%
129SYNOPSYS INCSNPS749$445,7000.17%
130FIDELITY COVINGTON TRUST3160928082,598$445,6570.17%
131MCKESSON CORPMCK753$439,7940.17%
132MICRON TECHNOLOGY INCMU3,331$438,1300.16%
133PHILLIPS 66PSX3,097$437,2490.16%
134ABBOTT LABSABLZF4,205$436,9420.16%
135HONEYWELL INTL INC4385161062,045$436,6890.16%
136M & T BK CORP55261F1042,875$435,1940.16%
137BOSTON SCIENTIFIC CORPBSX5,578$429,5620.16%
138WASTE MGMT INC DEL94106L1091,997$426,0320.16%
139MORGAN STANLEYMS-PQ4,302$418,1360.16%
140UNION PAC CORPUNP1,843$417,0910.16%
141PHILIP MORRIS INTL INC7181721094,079$413,3250.16%
142PHILLIPS EDISON & CO INCPECO12,493$408,6460.15%
143EMERSON ELEC COEMR3,704$407,9910.15%
144PGIM SHORT DUR HIG YLD OPP F69355J10426,537$406,8120.15%
145FIRST TR EXCHANGE-TRADED FD33739N1087,947$405,7660.15%
146BANK NEW YORK MELLON CORP0640581006,650$398,2480.15%
147TARGA RES CORPTRGP3,043$391,8780.15%
148AT&T INCT-PC19,918$380,6330.14%
149NUVEEN MUNICIPAL CREDIT INCNU30,632$378,3050.14%
150DEERE & CODE1,010$377,3660.14%
151ISHARES TR4642884143,498$372,6640.14%
152MONDELEZ INTL INC6092071055,623$367,9690.14%
153FS CREDIT OPPORTUNITIES CORPFSCO57,594$366,8740.14%
154VERTEX PHARMACEUTICALS INCVRTX781$366,0700.14%
155AFLAC INCAFL4,023$359,2620.13%
156NUCOR CORPNUE2,272$359,1580.13%
157DIMENSIONAL ETF TRUST25434V78113,247$356,4110.13%
158EOG RES INCEOG2,797$352,0580.13%
159CHUNGHWA TELECOM CO LTDCHT9,068$350,1150.13%
160SHERWIN WILLIAMS COSHW1,172$349,7840.13%
161AUTOMATIC DATA PROCESSING INADP1,462$348,9650.13%
162VALERO ENERGY CORPVLO2,215$347,2230.13%
163ALTRIA GROUP INCMO7,558$344,2670.13%
164KLA CORPKLAC417$343,8210.13%
165DIGITAL RLTY TR INC2538681032,237$340,1380.13%
166FIRST TR EXCHNG TRADED FD VI33740U3077,766$339,8390.13%
167KAYNE ANDERSON ENERGY INFRST48660610632,534$336,0760.13%
168ISHARES INC46434G7645,621$332,7630.12%
169ISHARES TR4642874323,621$332,3350.12%
170PARKER-HANNIFIN CORPPH650$328,8150.12%
171ARISTA NETWORKS INCANET930$325,9460.12%
172T-MOBILE US INCTMUSZ1,824$321,3520.12%
173WILLIAMS COS INC9694571007,535$320,2410.12%
174REGENERON PHARMACEUTICALSREGN302$317,4110.12%
175NUVEEN VRIABL RAT PFD & INMNU17,171$315,6030.12%
176VANGUARD WORLD FD92204A702539$310,9670.12%
177DUKE ENERGY CORP NEWDUKB3,098$310,5130.12%
178CADENCE DESIGN SYSTEM INCCDNS1,001$308,0580.12%
179VANGUARD INDEX FDS9229086291,269$307,3110.12%
180PUTNAM ETF TRUST7467295088,742$302,7160.11%
181DOVER CORPDOV1,669$301,1710.11%
182AMERIPRISE FINL INC03076C106705$301,1690.11%
183TRAVELERS COMPANIES INCTRV1,479$300,7410.11%
184J P MORGAN EXCHANGE TRADED F46641Q6545,923$300,5630.11%
185ONEOK INC NEWOKE3,680$300,1040.11%
186VANGUARD INDEX FDS9229087441,863$298,8440.11%
187CUMMINS INCCMI1,070$296,3430.11%
188ISHARES TR4642883565,195$295,5080.11%
189FREEPORT-MCMORAN INCFCX6,067$294,8560.11%
190NUVEEN PFD & INCOME OPPORTUNNU39,429$294,5350.11%
191MGM RESORTS INTERNATIONALMGM6,586$292,6820.11%
192VANGUARD INDEX FDS922908363578$288,9040.11%
193GENERAL DYNAMICS CORPGD994$288,3990.11%
194FISERV INCFISV1,928$287,3490.11%
195BROOKFIELD CORP11271J1076,871$285,4210.11%
196FIRST TR EXCHNG TRADED FD VI33740F8476,075$279,6420.10%
197PNC FINL SVCS GROUP INC6934751051,797$279,3980.10%
198CION INVT CORP17259U20422,931$277,9240.10%
199GENERAL MTRS CO37045V1005,963$277,0420.10%
200SIMON PPTY GROUP INC NEW8288061091,806$274,1570.10%
201WILLIAMS SONOMA INCWSM970$273,8990.10%
202CARRIER GLOBAL CORPORATIONCARR4,333$273,3350.10%
203KIMBERLY-CLARK CORPKMB1,967$271,8820.10%
204DIAMONDBACK ENERGY INCFANG1,353$270,9440.10%
205BLACKROCK CR ALLOCATION INCOBLK25,214$270,0420.10%
206CONSTELLATION ENERGY CORPCEG1,343$268,9630.10%
207INNOVATOR ETFS TRUSTINHD7,600$266,9880.10%
208TRANE TECHNOLOGIES PLCTT807$265,4470.10%
209INVESCO VALUE MUN INCOME TRIVZ21,491$265,1990.10%
210PIMCO MUN INCOME FD III72201A10333,637$265,0600.10%
211AMERICAN TOWER CORP NEW03027X1001,349$262,2190.10%
212FIRST TR EXCHNG TRADED FD VI33740F5996,426$260,7670.10%
213SOUTHERN COSOMN3,303$256,2140.10%
214PRUDENTIAL FINL INCPUKPF2,180$255,4740.10%
215BLACKROCK MUNI INCOME TR IIBLK23,603$255,1480.10%
216DUPONT DE NEMOURS INCDD3,167$254,9120.10%
217CALAMOS LNG SHR EQT DYNAMIC12812C10616,617$253,4090.10%
218CITIGROUP INCC-PR3,981$252,6400.09%
219SHELL PLCRYDAF3,461$249,8150.09%
220SCHWAB CHARLES CORPSCHW-PJ3,380$249,0720.09%
221PAYCHEX INCPAYX2,093$248,1770.09%
222LIQUIDIA CORPORATIONLQDA20,621$247,4520.09%
223AMPHENOL CORP NEW0320951013,666$246,9780.09%
224INTERCONTINENTAL EXCHANGE IN45866F1041,797$246,0380.09%
225OREILLY AUTOMOTIVE INC67103H107232$245,0060.09%
226UNITED PARCEL SERVICE INCUPS1,783$244,0040.09%
227ISHARES GOLD TRIAU5,550$243,8120.09%
228ISHARES TR4642876551,187$240,8340.09%
229DOW INCDOW4,533$240,4560.09%
230HARTFORD FINL SVCS GROUP INCHIG-PG2,386$239,8880.09%
231PACCAR INCPCAR2,316$238,3910.09%
232HSBC HLDGS PLCHBCYF5,432$236,3070.09%
233ISHARES TR46432F8423,180$230,9630.09%
234FIRST TR EXCHNG TRADED FD VI33740F27612,273$228,0200.09%
235NUVEEN AMT FREE MUN CR INC FNU18,290$227,8930.09%
236ILLINOIS TOOL WKS INC452308109953$225,8750.08%
237BOEING COBA-PA1,235$224,7820.08%
238HALLIBURTON COHAL6,627$223,8610.08%
239SABA CAPITAL INCOME & OPPORTBRW28,595$223,0410.08%
240INTEL CORPINTC7,192$222,7510.08%
241EQUINIX INCEQIX294$222,4400.08%
242TRANSDIGM GROUP INCTDG174$222,3040.08%
243SUMITOMO MITSUI FINL GROUP I86562M20916,486$221,0770.08%
244PFIZER INCPFE7,886$220,6500.08%
245CRESCENT CAP BDC INC22565510911,698$219,6880.08%
246BAKER HUGHES COMPANYBKR6,193$217,8080.08%
247ISHARES TR4642878042,028$216,3110.08%
248NETAPP INCNTAP1,673$215,4820.08%
249BLACKSTONE INCBX1,738$215,1190.08%
250FIRST TR EXCHNG TRADED FD VI33740F8054,984$214,5800.08%
251DOUBLELINE YIELD OPPORTUNITIDLY13,563$214,0240.08%
252AUTOZONE INCAZO72$213,4150.08%
253NUVEEN MUN CR OPPORTUNITIESNU19,220$211,9970.08%
254GARMIN LTDGRMN1,301$211,9590.08%
255AIR PRODS & CHEMS INCAIIR811$209,2790.08%
256COLGATE PALMOLIVE COCL2,147$208,3050.08%
257ROCKWELL AUTOMATION INCROK754$207,5610.08%
258ROYAL CARIBBEAN GROUPV7780T1031,301$207,4180.08%
259WESTERN ASSET DIVERSIFIED INWDI14,385$207,2880.08%
260TARGET CORPTGT1,398$206,9600.08%
261AMERICAN WTR WKS CO INC NEW0304201031,602$206,9140.08%
262CSX CORPCSX6,184$206,8460.08%
263HF SINCLAIR CORPDINO3,873$206,5860.08%
264MARRIOTT INTL INC NEW571903202853$206,2300.08%
265CAPITAL ONE FINL CORP14040H1051,488$206,0380.08%
266FIRST TR EXCHNG TRADED FD VI33740F6234,688$203,4840.08%
267FASTENAL COFAST3,213$201,9020.08%
268PUTNAM PREMIER INCOME TRPPT54,940$196,6850.07%
269BLACKROCK CAP ALLOCATION TERBLK11,841$194,3110.07%
270MITSUBISHI UFJ FINL GROUP IN60682210417,965$194,0220.07%
271ABRDN GLOBAL INFRA INCOME FU00326W10610,115$185,1050.07%
272COHEN & STEERS REAL ESTATE O19249Q10312,805$182,2150.07%
273FORD MTR CO DEL34537086014,347$179,9110.07%
274XAI OCTAGN FLT RAT & ALT INM98400T10624,465$172,4780.06%
275THE AARONS COMPANY INC00258W10816,577$165,4380.06%
276NUVEEN REAL ASSET INCOME & G67074Y10513,218$160,8630.06%
277BANCO BILBAO VIZCAYA ARGENTABBVXF15,835$158,8230.06%
278RIVERNORTH FLEXIBLE MUNI INC76883Y10710,911$154,2820.06%
279MIZUHO FINANCIAL GROUP INCMZHOF35,863$151,7000.06%
280FLAHERTY & CRUMRINE PFD INCO33848E10617,885$151,4860.06%
281BLACKSTONE LONG SHORT CR INCBGX12,014$149,3340.06%
282NUSCALE PWR CORPNU11,829$138,2810.05%
283BANCO SANTANDER S.A.BCDRF29,093$134,7010.05%
284DWS STRATEGIC MUN INCOME TR23342Q10113,072$128,8900.05%
285PENNANTPARK INVT CORP70806210417,061$128,8140.05%
286NEWPARK RES INCNPKI14,241$118,3430.04%
287EATON VANCE TAX-MANAGED GLOBETN13,995$118,2580.04%
288PENNANTPARK FLOATING RATE CAPFLT10,150$117,1330.04%
289WESTROCK COFFEE COWEST11,419$116,8160.04%
290NUVEEN MUN HIGH INCOME OPPORNU10,797$116,5000.04%
291INVESCO TR INVT GRADE MUNSIVZ11,050$113,4840.04%
292BLACKROCK TCP CAPITAL CORPTCPC10,008$108,0860.04%
293ALLSPRING MULTI SECTOR INCOMERC11,506$103,3240.04%
294VAALCO ENERGY INCEGY15,789$98,9970.04%
295BLACKROCK ENHANCED INTL DIVBLK15,970$89,1130.03%
296HIGHLAND OPPORTUNITIESHFRO-PB14,159$88,4940.03%
297SSR MINING INSSRGF19,017$85,8650.03%
298ABRDN TOTAL DYNAMIC DIVIDENDAOD10,029$84,3440.03%
299TELEFONICA S ATELFY19,608$82,5500.03%
300NKARTA INCNKTX11,622$68,6860.03%
301VOYA GLBL EQTY DIV & PREM OP92912T10010,766$55,3370.02%
302ADAGENE INCADAG16,752$51,2780.02%
303THOUGHTWORKS HOLDING INC88546E10517,439$49,5270.02%
304ARDAGH METAL PACKAGING S AAMPWF14,303$48,6300.02%
305LLOYDS BANKING GROUP PLCLLOBF17,116$46,7270.02%
306BRAEMAR HOTELS & RESORTS INCBHR-PD18,314$46,7010.02%
307RING ENERGY INCREI26,329$44,4960.02%
308OLAPLEX HLDGS INCOLPX24,088$37,0960.01%
309MONDEE HOLDINGS INC46571210712,510$30,0240.01%
310BARINTHUS BIOTHERAPEUTICS PLBRNS17,819$24,9470.01%
311ARGO BLOCKCHAIN PLCARBK12,856$14,7840.01%
312AKSO HEALTH GROUPAHG16,771$13,7440.01%
313WATERDROP INCWDH10,040$11,3450.00%