Live Markets
DJI
51,917.29
−1.57%
GSPC
7,367.15
−0.83%
IXIC
24,593.34
−1.14%
RUT
2,917.30
−1.24%
FTSE
10,904.83
+0.31%
GDAXI
25,463.89
−0.00%
FCHI
8,397.62
−0.72%
STOXX50E
6,249.03
−0.64%
XLE
58.89
+2.29%
XLF
57.10
−0.88%
DJI
51,917.29
−1.57%
GSPC
7,367.15
−0.83%
IXIC
24,593.34
−1.14%
RUT
2,917.30
−1.24%
FTSE
10,904.83
+0.31%
GDAXI
25,463.89
−0.00%
FCHI
8,397.62
−0.72%
STOXX50E
6,249.03
−0.64%
XLE
58.89
+2.29%
XLF
57.10
−0.88%
Wednesday, July 29, 2026
·
George Town, KY
·
29°
·
Partly Cloudy
Markets Open · NYSE
·
Newsletter
·
Masthead
·
Sign In
VOL. XII · NO. 117
Established MMXIV · George Town, Grand Cayman
Atlantic Edition · $4.50
The
Cayman
Journal
Finance · Business · Technology · Caribbean & Global Affairs
⌕
Research
Markets
13F
Insiders
Press Releases
Companies
People
Real Estate
Yacht
AI Agents + MCP
Business
Economy
Markets & Finance
Research Reports
Technology
13F
/
CUSIP
/
256219106
CUSIP 256219106
DODGE & COX STOCK I
34 institutions · $60.3M total · 455,402 shares
#
Manager
Shares
Value
% of Total
Period
1
SILVERCREST ASSET MANAGEMENT GROUP LLC
154,432
$39.7M
33.91%
2024-06-30
2
NISA INVESTMENT ADVISORS, LLC
53,985
$12.2M
11.85%
2023-12-31
3
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
131,168
$2.2M
28.80%
2025-12-31
4
ENCOMPASS WEALTH ADVISORS, LLC
6,393
$1.8M
1.40%
2024-09-30
5
MOTCO
4,894
$1.3M
1.07%
2024-06-30
6
Wall Street Access Asset Management, LLC
56,891
$943.8K
12.49%
2025-12-31
7
TWIN CAPITAL MANAGEMENT INC
1,181
$309.7K
0.25%
2025-03-31
8
Williams Jones Wealth Management, LLC.
1,016
$266.4K
0.22%
2025-03-31
9
Garton & Associates Financial Advisors LLC
15,062
$249.9K
3.30%
2025-12-31
10
CARRET ASSET MANAGEMENT, LLC
869
$224.2K
0.19%
2024-03-31
11
Ethos Financial Group, LLC
816
$221.1K
0.17%
2025-06-30
12
Livelsberger Financial Advisory
623
$151.6K
0.13%
2024-03-31
13
PSI Advisors, LLC
571
$149.7K
0.12%
2025-03-31
14
Register Financial Advisors LLC
606
$130.7K
0.13%
2023-03-31
15
ORG Partners LLC
404
$103.6K
0.08%
2024-06-30
16
TUCKER ASSET MANAGEMENT LLC
375
$96.4K
0.08%
2024-12-31
17
Strategic Investment Solutions, Inc. /IL
355
$84.8K
0.07%
2023-12-31
18
Fairfield Financial Advisors, LTD
206
$53.1K
0.04%
2024-12-31
19
Kohmann Bosshard Financial Services, LLC
3,189
$52.9K
0.70%
2025-12-31
20
Laffer Tengler Investments
184
$47.2K
0.04%
2024-06-30
21
Vermillion Wealth Management, Inc.
129
$35.8K
0.02%
2025-09-30
22
ORG Wealth Partners, LLC
112
$29.4K
0.02%
2025-03-31
23
Eagle Bay Advisors LLC
46
$12.7K
0.01%
2024-09-30
24
Financial Gravity Asset Management, Inc.
39
$10.1K
0.00%
2024-06-30
25
Luminist Capital LLC
23
$6.5K
0.00%
2025-09-30
26
Oakworth Capital, Inc.
377
$6.3K
0.08%
2025-12-31
27
ROANOKE ASSET MANAGEMENT CORP/ NY
6,930
$1.8K
1.52%
2025-03-31
28
Garde Capital, Inc.
4,908
$1.3K
1.07%
2024-12-31
29
ROTHSCHILD INVESTMENT CORP /IL
4,193
$949
0.92%
2023-12-31
30
Lester Murray Antman dba SimplyRich
2,152
$583
0.47%
2025-06-30
31
GOFEN & GLOSSBERG LLC /IL/
2,110
$455
0.46%
2023-03-31
32
RE Dickinson Investment Advisors, LLC
356
$81
0.07%
2023-09-30
33
Motiv8 Investments LLC
799
$13
0.17%
2025-12-31
34
Coston, McIsaac & Partners
8
$2
0.00%
2025-09-30