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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 Q4 2025 · Filed January 26, 2026 · Accession 0000733444-26-000002

Total Value
$381.4M
Positions
264
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (264)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA113,924$21.1M5.52%
2APPLE INCAAPL60,789$15.1M3.96%
3MICROSOFT CORPMSFT32,092$14.5M3.80%
4AMAZON COM INCAMZN52,331$12.3M3.22%
5ALPHABET INCGOOG33,259$11.0M2.89%
6SPDR S&P 500 ETF TRSPY14,056$9.7M2.54%
7ELI LILLY & COLLY7,308$7.9M2.08%
8WALMART INCWMT66,029$7.8M2.04%
9MASTERCARD INCORPORATEDMA14,355$7.6M2.01%
10VANGUARD SPECIALIZED FUNDS92190884431,846$7.1M1.87%
11VANGUARD INDEX FDS92290873612,065$5.8M1.52%
12PROSHARES TR74348A46743,233$4.7M1.24%
13THE CIGNA GROUP12552310016,441$4.6M1.21%
14EATON VANCE ENHANCED EQUITYETN219,694$4.5M1.19%
15BERKSHIRE HATHAWAY INC DELBRK-A9,235$4.5M1.17%
16FIRST TR EXCHANGE-TRADED FD33733E10443,264$4.2M1.09%
17SCHWAB STRATEGIC TR808524797141,230$4.1M1.08%
18INVESCO QQQ TRIVZ6,212$3.9M1.01%
19META PLATFORMS INCMETA2,758$3.7M0.97%
20JPMORGAN CHASE & CO.VYLD11,698$3.6M0.93%
21ALPHABET INCGOOG10,733$3.5M0.93%
22CATERPILLAR INCCAT5,359$3.5M0.91%
23HOME DEPOT INCHD9,077$3.5M0.91%
24COSTCO WHSL CORP NEW22160K1053,500$3.4M0.90%
25PROCTER AND GAMBLE CO74271810922,597$3.4M0.89%
26ISHARES TR46428730926,930$3.3M0.87%
27ISHARES TR46428723453,499$3.1M0.82%
28ISHARES TR46428868792,482$3.0M0.77%
29GE AEROSPACE3696043019,546$2.8M0.74%
30INVESCO EXCHANGE TRADED FD TIVZ13,591$2.7M0.71%
31ORACLE CORPORCL-PD15,200$2.7M0.71%
32ISHARES TR46428787921,739$2.7M0.71%
33ISHARES TR4642876559,952$2.7M0.70%
34RTX CORPORATIONRTX13,496$2.6M0.69%
35STRATEGY SHSSTRD53,591$2.6M0.69%
36ISHARES TR4642872003,748$2.6M0.68%
37PARKER-HANNIFIN CORPPH2,761$2.6M0.67%
38JOHNSON & JOHNSONJNJ11,665$2.5M0.67%
39HOWMET AEROSPACE INCHWM10,495$2.3M0.60%
40NUVEEN MUN VALUE FD INCNU250,365$2.3M0.59%
41ISHARES TR4642876144,850$2.3M0.59%
42SELECT SECTOR SPDR TR81369Y20913,711$2.2M0.57%
43NASDAQ INCNDAQ21,111$2.1M0.55%
44ROCKET LAB CORPRKLB22,758$2.0M0.53%
45ISHARES TR46428780415,211$2.0M0.52%
46GE VERNOVA INCGEV2,985$2.0M0.52%
47EATON VANCE TAX-MANAGED GLOBETN212,904$2.0M0.52%
48HUNTINGTON INGALLS INDS INC4464131064,565$1.9M0.51%
49EATON VANCE ENHANCED EQUITYETN83,620$1.9M0.49%
50EMERSON ELEC COEMR12,243$1.8M0.48%
51NETFLIX INCNFLX21,886$1.8M0.48%
52LOWES COS INC5486611076,613$1.8M0.48%
53ISHARES TR46428746517,962$1.8M0.47%
54CONSTELLATION ENERGY CORPCEG5,904$1.7M0.44%
55ISHARES TR46434V62123,684$1.7M0.44%
56BROADCOM INCAVGO5,066$1.6M0.43%
57VALERO ENERGY CORPVLO8,735$1.6M0.43%
58CELESTICA INCCLS5,598$1.6M0.43%
59VISA INCV4,942$1.6M0.42%
60ISHARES TR46429B69716,857$1.6M0.42%
61INVESCO EXCHANGE TRADED FD TIVZ14,320$1.6M0.41%
62ARISTA NETWORKS INCANET11,284$1.6M0.41%
63FIDELITY COVINGTON TRUST31609A40440,828$1.5M0.41%
64AMEREN CORPAEE14,914$1.5M0.40%
65GLOBAL X FDS37954Y48385,970$1.5M0.40%
66CARPENTER TECHNOLOGY CORPCRS4,545$1.5M0.40%
67TORTOISE CAPITAL SERIES TRUS890930209160,103$1.5M0.39%
68ISHARES TR46428711914,153$1.5M0.39%
69CINTAS CORPCTAS7,528$1.5M0.38%
70INVESCO EXCHANGE TRADED FD TIVZ20,429$1.4M0.36%
71POWELL INDS INC7391281063,193$1.4M0.36%
72PALO ALTO NETWORKS INCPANW7,407$1.4M0.35%
73INTERNATIONAL BUSINESS MACHSINTR4,372$1.3M0.34%
74EXXON MOBIL CORPXOM9,548$1.3M0.33%
75CBRE GBL REAL ESTATE INC FD12504G100271,558$1.3M0.33%
76PROSHARES TR74347B68014,203$1.3M0.33%
77AUTOMATIC DATA PROCESSING INADP4,839$1.3M0.33%
78INVESCO EXCHANGE TRADED FD TIVZ8,943$1.2M0.32%
79FIRST TR EXCH TRADED FD III33739P85562,992$1.2M0.32%
80BANK AMERICA CORP06050510423,299$1.2M0.32%
81UNITED RENTALS INCURI1,269$1.2M0.32%
82BRISTOL-MYERS SQUIBB COCELG-RI22,024$1.2M0.32%
83ISHARES TR46428743213,725$1.2M0.32%
84CISCO SYS INCCSCO15,917$1.2M0.31%
85ETFS GOLD TR00326A10425,420$1.2M0.31%
86ASML HOLDING N VASMLF836$1.2M0.31%
87TESLA INCTSLA2,590$1.2M0.31%
88IRON MTN INC DEL46284V10112,382$1.2M0.30%
89ABBOTT LABSABLZF10,698$1.2M0.30%
90ADOBE INCADBE3,872$1.2M0.30%
91VANGUARD INDEX FDS9229087445,781$1.1M0.30%
92DRAFTKINGS INC NEWDKNG34,296$1.1M0.28%
93FIDELITY COVINGTON TRUST31609286519,476$1.1M0.28%
94DATADOG INCDDOG8,081$1.1M0.28%
95TAIWAN SEMICONDUCTOR MFG LTD8740391003,237$1.1M0.28%
96VANGUARD SCOTTSDALE FDS92206C84718,709$1.0M0.27%
97US BANCORP DELUSB-PS18,438$1.0M0.27%
98DIGITAL RLTY TR INC2538681036,464$1.0M0.27%
99KINDER MORGAN INC DELEP-PC33,797$1.0M0.26%
100CAPITAL ONE FINL CORP14040H1054,268$1.0M0.26%
101ABBVIE INCABBV4,540$990,1640.26%
102ISHARES TR4642877214,807$956,2800.25%
103ISHARES TR46428739027,554$950,0660.25%
104SELECT SECTOR SPDR TR81369Y8036,512$943,4200.25%
105INVESCO EXCH TRADED FD TR IIIVZ7,878$929,1310.24%
106VANECK ETF TRUST92189F42950,248$928,0730.24%
107ISHARES TR4642871686,207$923,0690.24%
108MERCK & CO INCMRK8,397$916,7600.24%
109ADVANCED MICRO DEVICES INCAMD3,606$915,0490.24%
110REPUBLIC SVCS INC7607591004,224$911,4150.24%
111MCDONALDS CORPMCD2,898$886,9440.23%
112VANECK ETF TRUST92189F1068,325$875,5420.23%
113ISHARES TR4642874408,946$856,9310.22%
114SPDR SERIES TRUST78464A85410,271$832,6180.22%
115PALANTIR TECHNOLOGIES INCPLTR4,995$828,5880.22%
116SELECT SECTOR SPDR TR81369Y10016,164$800,4570.21%
117ISHARES TR4642872427,183$795,6980.21%
118DEERE & CODE1,512$789,7750.21%
119UNITED STS GASOLINE FD LPUNTCW11,869$774,8720.20%
120SPDR SERIES TRUST78464A5404,645$762,8340.20%
121SPDR SERIES TRUST78468R6638,285$758,5650.20%
122AXON ENTERPRISE INCAXON1,248$757,6220.20%
123VERTEX PHARMACEUTICALS INCVRTX1,604$749,5130.20%
124SPDR GOLD TRGLD1,647$744,0980.20%
125VANGUARD INDEX FDS9229085382,614$741,3580.19%
126MORGAN STANLEY ETF TRUSTMS-PQ14,121$720,4670.19%
127J P MORGAN EXCHANGE TRADED F46641Q83714,059$712,7690.19%
128PEPSICO INCPEP4,916$709,8820.19%
129KROGER COKR11,288$707,1800.19%
130INVESCO EXCH TRADED FD TR IIIVZ15,517$695,9190.18%
131SAP SESAPGF3,050$690,2770.18%
132LOCKHEED MARTIN CORPLMT1,157$687,2150.18%
133SPIRE INCSRJN8,172$686,8340.18%
134VERIZON COMMUNICATIONS INCVZ17,382$686,2290.18%
135WISDOMTREE TRWT29,923$686,1340.18%
136MERCADOLIBRE INCMELI315$679,3420.18%
137FIDELITY WISE ORIGIN BITCOINFBTC8,714$678,3100.18%
138WASTE MGMT INC DEL94106L1092,962$678,1930.18%
139VANGUARD MUN BD FDS92290774613,352$674,0180.18%
140COCA COLA COKO9,345$671,5940.18%
141AMPLIFY ETF TR03210860710,716$669,4140.18%
142ECOLAB INCECL2,365$665,7670.17%
143AMGEN INCAMGN1,886$654,6560.17%
144AT&T INCT-PC27,652$652,0270.17%
145FREEPORT-MCMORAN INCFCX11,045$650,0220.17%
146SALESFORCE INCCRM2,834$646,3030.17%
147VANGUARD INDEX FDS9229087691,883$641,7620.17%
148COMFORT SYS USA INC199908104542$613,1480.16%
149PFIZER INCPFE23,236$606,4560.16%
150ALTRIA GROUP INCMO9,688$591,2330.16%
151ISHARES TR4642875231,662$579,6090.15%
152ARES CAPITAL CORPARCC27,185$568,1630.15%
153BANK AMERICA CORP060505682450$567,4500.15%
154PACER FDS TR69374H8819,056$562,2720.15%
155FIDELITY COVINGTON TRUST3160926007,364$560,2860.15%
156ROYAL BK CDA7800871023,279$553,7760.15%
157SYSCO CORPSYY7,192$552,6020.14%
158NATIONAL HEALTH INVS INC63633D1047,001$551,9890.14%
159T ROWE PRICE ETF INC87283Q86714,312$550,1400.14%
160ISHARES SILVER TRSLV6,241$543,7780.14%
161WORLD GOLD TRGLDW5,560$541,0990.14%
162MICRON TECHNOLOGY INCMU1,352$537,5280.14%
163WESTERN DIGITAL CORPWDC2,206$536,6400.14%
164GENERAL DYNAMICS CORPGD1,450$530,2870.14%
165TJX COS INC NEW8725401093,319$509,1270.13%
166LAM RESEARCH CORPLRCX2,299$507,3550.13%
167BOEING COBA-PA1,987$499,5220.13%
168MEDPACE HLDGS INCMEDP821$497,7480.13%
169VANGUARD WORLD FD92204A8762,663$495,3450.13%
170LIFE360 INCLIFX9,002$493,4000.13%
171HONEYWELL INTL INC4385161062,097$466,6590.12%
172FIDELITY COVINGTON TRUST3160923038,820$460,7480.12%
173ISHARES TR46429B6636,546$454,0110.12%
174J P MORGAN EXCHANGE TRADED F46654Q2037,631$450,3750.12%
175T-MOBILE US INCTMUSZ2,408$446,3650.12%
176VANGUARD WORLD FD92204A702587$442,4700.12%
177UNILEVER PLCUNLYF6,741$441,7380.12%
178AGNICO EAGLE MINES LTDAEM2,063$440,8420.12%
179VANGUARD INTL EQUITY INDEX F9220427755,700$439,0960.12%
180PAYPAL HLDGS INCPYPL7,506$428,9470.11%
181INVESCO EXCH TRADED FD TR IIIVZ17,572$428,7460.11%
182VERTIV HOLDINGS COVRT2,356$426,7810.11%
183ISHARES INC46434G8554,700$421,6920.11%
184SMITH & WESSON BRANDS INCSWBI39,946$421,0280.11%
185CHEVRON CORP NEWCVX2,478$413,0080.11%
186ETF OPPORTUNITIES TRUST26923N7448,940$403,7090.11%
187MPLX LPMPLXP7,249$402,8300.11%
188SOUTHWEST AIRLS CO8447411089,484$402,5160.11%
189THERMO FISHER SCIENTIFIC INCTMO320$396,7440.10%
190ATKORE INCATKR5,394$396,4910.10%
191EPAM SYS INCEPAM1,806$395,6040.10%
192ILLINOIS TOOL WKS INC4523081091,518$394,2920.10%
193GRAYSCALE BITCOIN TRUST ETFGBTC5,451$380,2070.10%
194UBER TECHNOLOGIES INCUBER4,546$375,3120.10%
195VENTAS INCVTR4,873$373,1850.10%
196SPDR INDEX SHS FDS78463X5339,066$371,3430.10%
197ISHARES TR4642875075,266$370,4600.10%
198PHILLIPS 66PSX2,463$349,5810.09%
199ISHARES TR46435U7136,128$349,1120.09%
200SHOPIFY INCSHOP2,533$348,6420.09%
201BLACKSTONE INCBX2,236$346,3420.09%
202DANAHER CORPORATION2358511021,432$343,7240.09%
203DNP SELECT INCOME FD INC23325P10434,072$342,4240.09%
204DOLLAR GEN CORP NEW2566771052,346$339,1890.09%
205VISTRA CORPVST2,111$338,5100.09%
206J P MORGAN EXCHANGE TRADED F46654Q7245,051$336,1370.09%
207PAYCHEX INCPAYX3,135$336,0480.09%
208CROWDSTRIKE HLDGS INCCRWD740$335,6520.09%
209ISHARES TR4642886533,289$335,0130.09%
210ROBINHOOD MKTS INC7707001023,137$333,3060.09%
211QUALCOMM INCQCOM2,108$332,6940.09%
212KRYSTAL BIOTECH INCKRYS1,125$325,2660.09%
213VANGUARD INDEX FDS9229086111,430$324,6300.09%
214VANECK ETF TRUST92189F38714,118$324,5780.09%
215SELECT SECTOR SPDR TR81369Y6055,999$322,7980.08%
216ISHARES TR4642874732,161$321,7960.08%
217INTEL CORPINTC5,896$320,2940.08%
218SPDR SERIES TRUST78464A8475,179$319,7160.08%
219HILTON WORLDWIDE HLDGS INCHLT1,050$310,7160.08%
220ARGENX SEARGX370$305,9970.08%
221T ROWE PRICE ETF INC87283Q1076,225$304,9630.08%
222ALLIANT ENERGY CORPLNT4,528$302,7890.08%
223GILEAD SCIENCES INCGILD2,308$302,6930.08%
224OMEGA HEALTHCARE INVS INC6819361006,932$299,8090.08%
225BITWISE ETHEREUM ETFETHW13,813$290,2180.08%
226FIDELITY COVINGTON TRUST31609A3057,090$289,7770.08%
227HECLA MNG CO4227041069,235$288,9640.08%
228SPDR SERIES TRUST78464A64910,928$281,8370.07%
229HEWLETT PACKARD ENTERPRISE CHPE-PC13,049$278,7300.07%
230ISHARES TR4642883073,330$277,7870.07%
231BXP INCBXP4,246$277,7090.07%
232KINIKSA PHARMACEUTICALS INTLG526941096,388$271,1070.07%
233INVESCO EXCH TRADED FD TR IIIVZ3,660$266,4490.07%
234ALEXANDRIA REAL ESTATE EQ IN0152711094,544$263,9700.07%
235SPDR SERIES TRUST78468R8535,141$261,3560.07%
236NORDSON CORPNDSN950$260,1180.07%
237CAMECO CORPCCJ2,132$259,8490.07%
238ONEOK INC NEWOKE3,295$258,8790.07%
239VANECK ETF TRUST92189F6011,693$258,8370.07%
240ADVISORS INNER CIRCLE FD III00775Y27210,126$255,3780.07%
241SPDR SERIES TRUST78464A4092,380$253,4760.07%
242WEC ENERGY GROUP INCWEC2,310$252,5870.07%
243ISHARES TR4642874811,798$252,5800.07%
244TOLL BROTHERS INCTOL1,690$249,4310.07%
245VANECK ETF TRUST92189F6432,271$244,2180.06%
246ACCENTURE PLC IRELANDACN851$242,5440.06%
247PULTE GROUP INC7458671011,894$242,0210.06%
248ROLLINS INCROL3,629$229,7960.06%
249SHELL PLCRYDAF3,171$229,6660.06%
250ESSEX PPTY TR INC297178105902$228,2080.06%
251KIMBERLY-CLARK CORPKMB2,198$224,6410.06%
252ISHARES TR4642876062,153$223,2610.06%
253MP MATERIALS CORPMP3,251$222,2440.06%
254SELECT SECTOR SPDR TR81369Y8865,196$221,9420.06%
255FS KKR CAP CORPFSK15,317$221,4850.06%
256VERISIGN INCVRSN870$218,7710.06%
257SELECT SECTOR SPDR TR81369Y5064,437$217,0230.06%
258AMERICAN TOWER CORP NEW03027X1001,211$214,3510.06%
259TRIMBLE INCTRMB2,927$209,2220.05%
260THE TRADE DESK INC88339J1055,583$205,5530.05%
261BANK NEW YORK MELLON CORP0640581001,702$204,5270.05%
262BOSTON BEER INCSAM920$203,6790.05%
263J P MORGAN EXCHANGE TRADED F46641Q3323,456$201,6100.05%
264APPLIED MATLS INC038222105629$201,4620.05%