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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

ROMAN BUTLER FULLERTON & CO

Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0000733444-25-000004

Total Value
$372.7M
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA115,654$23.9M6.42%
2MICROSOFT CORPMSFT31,792$17.2M4.62%
3APPLE INCAAPL59,572$16.1M4.31%
4AMAZON COM INCAMZN52,352$12.1M3.23%
5SPDR S&P 500 ETF TRSPY13,403$9.2M2.47%
6ALPHABET INCGOOG33,020$9.1M2.44%
7MASTERCARD INCORPORATEDMA15,644$8.7M2.33%
8VANGUARD SPECIALIZED FUNDS92190884431,652$6.9M1.85%
9WALMART INCWMT66,213$6.8M1.82%
10VANGUARD INDEX FDS92290873611,976$6.0M1.62%
11ELI LILLY & COLLY7,173$5.8M1.57%
12THE CIGNA GROUP12552310016,352$4.9M1.31%
13INVESCO QQQ TRIVZ7,684$4.9M1.31%
14META PLATFORMS INCMETA5,968$4.5M1.20%
15PROSHARES TR74348A46744,390$4.5M1.20%
16BERKSHIRE HATHAWAY INC DELBRK-A9,312$4.4M1.19%
17EATON VANCE ENHANCED EQUITYETN206,476$4.3M1.15%
18ISHARES TR46428730933,847$4.3M1.15%
19COSTCO WHSL CORP NEW22160K1054,570$4.2M1.12%
20ORACLE CORPORCL-PD15,000$4.1M1.11%
21FIRST TR EXCHANGE-TRADED FD33733E10443,500$4.0M1.07%
22SCHWAB STRATEGIC TR808524797133,368$3.6M0.96%
23JPMORGAN CHASE & CO.VYLD11,646$3.6M0.95%
24PROCTER AND GAMBLE CO74271810923,845$3.5M0.95%
25ISHARES TR46428746537,253$3.5M0.95%
26HOME DEPOT INCHD9,263$3.5M0.94%
27CATERPILLAR INCCAT5,167$3.0M0.81%
28ISHARES TR46428868793,806$3.0M0.79%
29GE AEROSPACE3696043019,375$2.9M0.79%
30ALPHABET INCGOOG10,289$2.8M0.76%
31STRATEGY SHSSTRD53,966$2.7M0.71%
32ISHARES TR4642872003,743$2.6M0.69%
33ISHARES TR4642876145,092$2.5M0.67%
34ISHARES TR46428723442,860$2.4M0.64%
35NETFLIX INCNFLX2,151$2.4M0.64%
36RTX CORPORATIONRTX13,386$2.4M0.63%
37NUVEEN MUN VALUE FD INCNU244,833$2.2M0.59%
38PARKER-HANNIFIN CORPPH2,763$2.1M0.57%
39ARISTA NETWORKS INCANET13,184$2.1M0.57%
40HOWMET AEROSPACE INCHWM10,495$2.1M0.57%
41JOHNSON & JOHNSONJNJ11,198$2.1M0.56%
42INVESCO EXCHANGE TRADED FD TIVZ10,862$2.0M0.55%
43BROADCOM INCAVGO5,257$2.0M0.54%
44VISA INCV5,636$1.9M0.52%
45EATON VANCE ENHANCED EQUITYETN79,499$1.9M0.51%
46CONSTELLATION ENERGY CORPCEG4,719$1.9M0.51%
47CINTAS CORPCTAS10,039$1.8M0.50%
48EATON VANCE TAX-MANAGED GLOBETN199,407$1.8M0.48%
49NASDAQ INCNDAQ21,088$1.8M0.48%
50ISHARES TR46428780415,026$1.8M0.48%
51GE VERNOVA INCGEV3,064$1.8M0.48%
52CELESTICA INCCLS5,211$1.8M0.47%
53EMERSON ELEC COEMR12,261$1.7M0.45%
54ISHARES TR46434V62123,562$1.6M0.43%
55ISHARES TR46429B69716,909$1.6M0.42%
56PALO ALTO NETWORKS INCPANW7,053$1.5M0.41%
57AMEREN CORPAEE14,883$1.5M0.41%
58AUTOMATIC DATA PROCESSING INADP5,796$1.5M0.41%
59SEA LTDSE9,582$1.5M0.40%
60UNITED RENTALS INCURI1,707$1.5M0.40%
61INVESCO EXCHANGE TRADED FD TIVZ14,163$1.5M0.40%
62VALERO ENERGY CORPVLO8,637$1.5M0.40%
63CARPENTER TECHNOLOGY CORPCRS4,540$1.5M0.39%
64LOWES COS INC5486611076,155$1.5M0.39%
65TORTOISE CAPITAL SERIES TRUS890930209159,291$1.4M0.38%
66ISHARES TR46428711912,742$1.4M0.37%
67INTERNATIONAL BUSINESS MACHSINTR4,363$1.3M0.36%
68CBRE GBL REAL ESTATE INC FD12504G100270,314$1.3M0.35%
69IRON MTN INC DEL46284V10112,850$1.3M0.35%
70POWELL INDS INC7391281063,182$1.3M0.35%
71ABBOTT LABSABLZF10,411$1.3M0.35%
72FIDELITY COVINGTON TRUST31609A40436,189$1.3M0.35%
73ISHARES TR4642876555,216$1.3M0.35%
74DATADOG INCDDOG8,111$1.3M0.34%
75SELECT SECTOR SPDR TR81369Y2098,722$1.3M0.34%
76ISHARES TR46435U85332,953$1.2M0.33%
77HUNTINGTON INGALLS INDS INC4464131064,120$1.2M0.33%
78BANK AMERICA CORP06050510423,166$1.2M0.33%
79VANGUARD INDEX FDS9229087446,344$1.2M0.32%
80GLOBAL X FDS37954Y48367,548$1.2M0.32%
81INVESCO EXCHANGE TRADED FD TIVZ8,940$1.2M0.31%
82FIDELITY COVINGTON TRUST31609286520,127$1.2M0.31%
83TESLA INCTSLA2,535$1.2M0.31%
84PROSHARES TR74347B68014,249$1.2M0.31%
85ROCKET LAB CORPRKLB17,538$1.2M0.31%
86SELECT SECTOR SPDR TR81369Y60521,934$1.1M0.31%
87MERCADOLIBRE INCMELI493$1.1M0.30%
88CISCO SYS INCCSCO15,784$1.1M0.30%
89VANGUARD SCOTTSDALE FDS92206C84718,932$1.1M0.29%
90DIGITAL RLTY TR INC2538681036,547$1.1M0.29%
91EXXON MOBIL CORPXOM9,307$1.1M0.29%
92INVESCO EXCH TRADED FD TR IIIVZ8,706$1.1M0.29%
93SALESFORCE INCCRM4,072$1.0M0.27%
94ABBVIE INCABBV4,547$1.0M0.27%
95ISHARES TR4642877214,806$1.0M0.27%
96ADOBE INCADBE2,975$1.0M0.27%
97DRAFTKINGS INC NEWDKNG31,956$979,4510.26%
98ETFS GOLD TR00326A10425,748$968,6210.26%
99AXON ENTERPRISE INCAXON1,272$966,2360.26%
100ADVANCED MICRO DEVICES INCAMD3,621$957,2420.26%
101CAPITAL ONE FINL CORP14040H1054,259$931,0210.25%
102SELECT SECTOR SPDR TR81369Y8033,007$914,6410.25%
103REPUBLIC SVCS INC7607591004,288$902,5350.24%
104ISHARES TR4642871686,400$898,5060.24%
105ASML HOLDING N VASMLF836$895,0380.24%
106US BANCORP DELUSB-PS19,138$892,6020.24%
107KINDER MORGAN INC DELEP-PC33,565$869,3330.23%
108FIDELITY WISE ORIGIN BITCOINFBTC8,940$861,8820.23%
109SPDR SERIES TRUST78464A85410,643$860,6250.23%
110SHOPIFY INCSHOP4,785$856,5630.23%
111PALANTIR TECHNOLOGIES INCPLTR4,308$856,4730.23%
112MCDONALDS CORPMCD2,818$851,9150.23%
113SELECT SECTOR SPDR TR81369Y4073,468$829,4310.22%
114VANGUARD INDEX FDS9229085382,714$795,2860.21%
115SAP SESAPGF3,050$791,7990.21%
116AMPLIFY ETF TR03210860711,091$782,2520.21%
117PEPSICO INCPEP5,155$753,5110.20%
118ISHARES TR46428739025,215$744,1040.20%
119COCA COLA COKO10,847$741,4180.20%
120VANECK ETF TRUST92189F42941,169$736,0960.20%
121MERCK & CO INCMRK8,480$734,1740.20%
122SPDR SERIES TRUST78464A5404,727$722,4500.19%
123KROGER COKR10,883$718,7320.19%
124SPIRE INCSRJN8,140$707,2300.19%
125PAYPAL HLDGS INCPYPL10,149$707,1820.19%
126VERIZON COMMUNICATIONS INCVZ17,283$694,9640.19%
127AT&T INCT-PC27,580$693,3570.19%
128J P MORGAN EXCHANGE TRADED F46641Q83713,442$681,9190.18%
129VANGUARD MUN BD FDS92290774613,318$672,8050.18%
130VERTEX PHARMACEUTICALS INCVRTX1,594$664,8870.18%
131INVESCO EXCHANGE TRADED FD TIVZ10,973$651,5870.17%
132INVESCO EXCH TRADED FD TR IIIVZ15,447$649,0620.17%
133SPDR GOLD TRGLD1,762$639,6060.17%
134VANGUARD INDEX FDS9229087691,882$635,6260.17%
135PFIZER INCPFE25,815$627,0450.17%
136T-MOBILE US INCTMUSZ2,863$615,4670.17%
137BRISTOL-MYERS SQUIBB COCELG-RI14,304$609,3670.16%
138WISDOMTREE TRWT29,597$608,8100.16%
139ECOLAB INCECL2,362$608,0430.16%
140WASTE MGMT INC DEL94106L1093,005$593,5390.16%
141DEERE & CODE1,248$591,1020.16%
142TOLL BROTHERS INCTOL4,275$575,4340.15%
143TAIWAN SEMICONDUCTOR MFG LTD8740391001,885$575,1580.15%
144BANK AMERICA CORP060505682450$571,0050.15%
145AMGEN INCAMGN1,927$562,1440.15%
146EXELIXIS INCEXEL14,156$558,1710.15%
147T ROWE PRICE ETF INC87283Q86714,235$557,4230.15%
148ISHARES TR4642874325,983$544,9570.15%
149SYSCO CORPSYY7,192$534,2640.14%
150COMFORT SYS USA INC199908104524$529,3140.14%
151VANGUARD WORLD FD92204A8762,663$520,2700.14%
152LIFE360 INCLIFX5,293$518,2910.14%
153SCHWAB STRATEGIC TR8085245815,148$518,2100.14%
154NATIONAL HEALTH INVS INC63633D1046,980$513,7210.14%
155FIDELITY COVINGTON TRUST3160926007,364$510,8710.14%
156VERISIGN INCVRSN2,174$506,1140.14%
157INVESCO EXCH TRADED FD TR IIIVZ20,043$495,0700.13%
158PACER FDS TR69374H8818,465$487,7320.13%
159ARES CAPITAL CORPARCC23,643$487,2870.13%
160SPDR SERIES TRUST78468R6224,966$484,7630.13%
161ROYAL BK CDA7800871023,272$479,9230.13%
162TJX COS INC NEW8725401093,376$478,3730.13%
163WORLD GOLD TRGLDW5,955$465,0260.12%
164UNILEVER PLCUNLYF7,606$463,7170.12%
165FREEPORT-MCMORAN INCFCX10,924$460,8870.12%
166EXPEDIA GROUP INCEXPE2,091$459,4760.12%
167VANGUARD WORLD FD92204A702573$459,4020.12%
168ISHARES TR46429B6633,837$459,2680.12%
169VERTIV HOLDINGS COVRT2,302$458,7140.12%
170ROBINHOOD MKTS INC7707001023,157$457,1340.12%
171HONEYWELL INTL INC4385161062,116$450,5310.12%
172UBER TECHNOLOGIES INCUBER4,574$438,0000.12%
173FIDELITY COVINGTON TRUST3160923038,820$431,3780.12%
174VISTRA CORPVST2,163$431,2520.12%
175QUALCOMM INCQCOM2,348$419,5260.11%
176VANGUARD INTL EQUITY INDEX F9220427755,700$417,5510.11%
177BOEING COBA-PA1,950$416,4020.11%
178COLGATE PALMOLIVE COCL5,430$411,2210.11%
179SPDR SERIES TRUST78468R6634,479$410,8750.11%
180SMITH & WESSON BRANDS INCSWBI40,546$403,8390.11%
181ISHARES TR4642872423,555$399,1150.11%
182PAYCHEX INCPAYX3,333$391,2860.10%
183CHEVRON CORP NEWCVX2,471$383,2940.10%
184MORGAN STANLEY ETF TRUSTMS-PQ7,491$382,9520.10%
185ISHARES TR4642874732,764$382,1370.10%
186ZIMMER BIOMET HOLDINGS INCZBH3,685$367,4710.10%
187ILLINOIS TOOL WKS INC4523081091,518$367,3140.10%
188GILEAD SCIENCES INCGILD3,070$363,7880.10%
189SPDR SERIES TRUST78464A15111,256$359,2800.10%
190THE TRADE DESK INC88339J1056,995$349,4700.09%
191DNP SELECT INCOME FD INC23325P10434,072$346,8530.09%
192BLACKSTONE INCBX2,318$345,1570.09%
193ISHARES TR4642875075,253$342,6820.09%
194VENTAS INCVTR4,857$338,9290.09%
195PHILLIPS 66PSX2,442$336,9490.09%
196SPDR INDEX SHS FDS78463X5338,602$334,9620.09%
197THERMO FISHER SCIENTIFIC INCTMO593$331,0880.09%
198IREN LIMITEDIREN5,370$324,4550.09%
199AGNICO EAGLE MINES LTDAEM2,063$323,4370.09%
200CROWDSTRIKE HLDGS INCCRWD584$318,2990.09%
201MICRON TECHNOLOGY INCMU1,404$318,1890.09%
202ISHARES TR4642875231,022$316,3950.08%
203DANAHER CORPORATION2358511021,428$305,5270.08%
204FIDELITY COVINGTON TRUST31609A3057,084$305,4460.08%
205ARGENX SEARGX370$304,1290.08%
206JABIL INCJBL1,342$298,4150.08%
207ATKORE INCATKR4,268$296,4690.08%
208VANGUARD INDEX FDS9229086111,428$295,7960.08%
209SPDR SERIES TRUST78464A8475,167$295,4240.08%
210CAMECO CORPCCJ2,764$294,8420.08%
211ISHARES INC46434G8554,832$293,0720.08%
212INNOVATOR ETFS TRUSTINHD7,100$291,7390.08%
213EPAM SYS INCEPAM1,788$291,1760.08%
214SOUTHWEST AIRLS CO8447411089,467$290,2720.08%
215STONEX GROUP INCSNEX3,081$287,1800.08%
216J P MORGAN EXCHANGE TRADED F46654Q7244,280$281,6130.08%
217SPDR SERIES TRUST78464A64910,818$281,2650.08%
218HEWLETT PACKARD ENTERPRISE CHPE-PC11,580$281,0520.08%
219BXP INCBXP3,991$280,7890.08%
220BITWISE ETHEREUM ETFETHW9,966$278,8580.07%
221ALLIANT ENERGY CORPLNT4,059$275,1360.07%
222SPDR SERIES TRUST78464A4092,483$271,6100.07%
223VANECK ETF TRUST92189F38711,881$271,2440.07%
224OMEGA HEALTHCARE INVS INC6819361006,847$270,6650.07%
225WEC ENERGY GROUP INCWEC2,310$264,6680.07%
226HILTON WORLDWIDE HLDGS INCHLT1,000$260,3900.07%
227ROLLINS INCROL4,814$259,3400.07%
228INVESCO EXCH TRADED FD TR IIIVZ3,685$259,1510.07%
229ISHARES TR4642874811,796$256,3530.07%
230SELECT SECTOR SPDR TR81369Y5062,853$251,1190.07%
231LOCKHEED MARTIN CORPLMT516$250,5540.07%
232SPDR SERIES TRUST78468R8535,319$246,6010.07%
2333M COMMM1,490$245,2190.07%
234ETF OPPORTUNITIES TRUST26923N7444,989$242,8560.07%
235SHELL PLCRYDAF3,166$239,2040.06%
236DOLLAR GEN CORP NEW2566771052,387$238,5230.06%
237FS KKR CAP CORPFSK15,545$236,2810.06%
238INTEL CORPINTC5,706$235,9040.06%
239AMERICAN TOWER CORP NEW03027X1001,313$235,1970.06%
240ALEXANDRIA REAL ESTATE EQ IN0152711093,941$231,5650.06%
241ACCENTURE PLC IRELANDACN930$230,3490.06%
242TRANE TECHNOLOGIES PLCTT533$227,9420.06%
243ESSEX PPTY TR INC297178105902$223,0030.06%
244VANECK ETF TRUST92189F6432,200$222,7720.06%
245INTUITINTU329$215,5100.06%
246NORDSON CORPNDSN912$212,6660.06%
247DAYFORCE INC15677J1083,095$211,5740.06%
248TRIMBLE INCTRMB2,650$210,3840.06%
249ISHARES TR46435GAA08,638$209,6400.06%
250DISNEY WALT CO2546871061,885$207,7880.06%
251ISHARES TR4642876062,150$207,5070.06%
252ONEOK INC NEWOKE3,086$207,4040.06%
253STRYKER CORPORATIONSYK556$205,3500.06%
254KIMBERLY-CLARK CORPKMB1,750$204,2260.05%
255PULTE GROUP INC7458671011,716$202,8420.05%
256KINIKSA PHARMACEUTICALS INTLG526941095,388$201,4030.05%