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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

CLARK FINANCIAL SERVICES GROUP INC /BD

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001001011-25-000007

Total Value
$144.3M
Positions
161
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (161)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836343,856$22.5M15.61%
2SPDR S&P 500 ETF TRSPY30,664$17.2M11.88%
3VANGUARD INDEX FDS92290874471,673$12.4M8.58%
4VANGUARD INDEX FDS92290873627,167$10.1M6.98%
5ISHARES TR46428730977,051$7.2M4.96%
6APPLE INCAAPL18,726$4.2M2.88%
7VANGUARD ADMIRAL FDS INC92193286936,415$3.8M2.60%
8SCHWAB STRATEGIC TR808524797129,597$3.6M2.51%
9MICROSOFT CORPMSFT9,573$3.6M2.49%
10VANGUARD INDEX FDS92290853814,306$3.5M2.42%
11ISHARES TR46428765516,847$3.4M2.33%
12INVESCO QQQ TRIVZ6,961$3.3M2.26%
13APPLE INCAAPL13,616$3.0M2.10%
14SELECT SECTOR SPDR TR81369Y85222,927$2.2M1.53%
15INTERNATIONAL BUSINESS MACHSINTR8,849$2.2M1.52%
16SELECT SECTOR SPDR TR81369Y8039,657$2.0M1.38%
17VANGUARD INDEX FDS92290851211,606$1.9M1.29%
18VISA INCV4,182$1.5M1.02%
19SELECT SECTOR SPDR TR81369Y60528,895$1.4M1.00%
20VANGUARD INDEX FDS9229085955,363$1.4M0.94%
21MASTERCARD INCORPORATEDMA2,313$1.3M0.88%
22NVIDIA CORPORATIONNVDA7,652$829,3740.57%
23AMEREN CORPAEE8,098$813,0490.56%
24KNIFE RIVER CORPKNF7,588$684,5130.47%
25ABBVIE INCABBV3,195$669,3250.46%
26VANGUARD INDEX FDS9229087443,785$653,8210.45%
27T-MOBILE US INCTMUSZ2,153$574,1020.40%
28BERKSHIRE HATHAWAY INC DELBRK-A1,047$557,6110.39%
29META PLATFORMS INCMETA908$523,4110.36%
30TG THERAPEUTICS INCTGTX13,018$513,3000.36%
31MDU RES GROUP INC55269010930,352$513,2520.36%
32ECOLAB INCECL1,969$499,1810.35%
33KNIFE RIVER CORPKNF5,479$494,2610.34%
34CASS INFORMATION SYS INCCASS11,000$475,7500.33%
35ACCENTURE PLC IRELANDACN1,523$475,3130.33%
36LOWES COS INC5486611071,986$463,1950.32%
37EAST WEST BANCORP INCEWBC4,953$444,5810.31%
38ISHARES BITCOIN TRUST ETFIBIT9,180$429,7160.30%
39AT&T INCT-PC14,946$422,6670.29%
40APPLIED MATLS INC0382221052,736$397,0480.28%
41ISHARES TR464287200687$386,0250.27%
42ALTRIA GROUP INCMO6,361$381,7710.26%
43NETFLIX INCNFLX401$373,9450.26%
44MDU RES GROUP INC55269010921,917$370,6160.26%
45BRISTOL-MYERS SQUIBB COCELG-RI5,991$365,3810.25%
46INTERACTIVE BROKERS GROUP IN45841N1072,170$359,3300.25%
47ORACLE CORPORCL-PD2,552$356,7950.25%
48HOME DEPOT INCHD973$356,6870.25%
49JPMORGAN CHASE & CO.VYLD1,415$347,1000.24%
50VANGUARD TAX-MANAGED FDS9219438586,727$341,9330.24%
51ELI LILLY & COLLY414$341,6550.24%
52ALPHABET INCGOOG2,191$338,7620.23%
53AMAZON COM INCAMZN1,712$325,7250.23%
54HCA HEALTHCARE INCHCA909$314,1050.22%
55MOTOROLA SOLUTIONS INCMSI699$306,0290.21%
56INTUITINTU488$299,6270.21%
57PROCTER AND GAMBLE CO7427181091,739$296,3780.21%
58PULTE GROUP INC7458671012,867$294,7280.20%
59CARDINAL HEALTH INCCAH2,131$293,5630.20%
60BANK NEW YORK MELLON CORP0640581003,466$290,6930.20%
61CHEVRON CORP NEWCVX1,721$287,9850.20%
62BROADCOM INCAVGO1,697$284,1600.20%
63EVERUS CONSTR GROUPEVEX-WT7,588$281,4390.19%
64VANGUARD MUN BD FDS9229077465,632$279,4600.19%
65NVIDIA CORPORATIONNVDA2,564$277,8870.19%
66CARLISLE COS INC142339100815$277,5080.19%
67ALPHABET INCGOOG1,757$274,4940.19%
68AMGEN INCAMGN878$273,5410.19%
69PALO ALTO NETWORKS INCPANW1,583$270,1230.19%
70REGIONS FINANCIAL CORP NEWRF-PF12,316$267,6260.19%
71PROLOGIS INC.PLDGP2,357$263,4890.18%
72COMCAST CORP NEWCCZ6,977$257,4510.18%
73BROADRIDGE FINL SOLUTIONS IN11133T1031,056$256,0380.18%
74AGILENT TECHNOLOGIES INCA2,168$253,6130.18%
75ARES CAPITAL CORPARCC11,353$251,5820.17%
76MICRON TECHNOLOGY INCMU2,855$248,0710.17%
77TG THERAPEUTICS INCTGTX6,247$246,3190.17%
78VANGUARD INDEX FDS922908736663$245,8540.17%
79TAYLOR MORRISON HOME CORPTMHC4,088$245,4440.17%
80OWENS CORNING NEWOC1,685$240,6520.17%
81L3HARRIS TECHNOLOGIES INCLHX1,139$238,4040.17%
82LAM RESEARCH CORPLRCX3,274$238,0330.16%
83TAPESTRY INCTPR3,334$234,7470.16%
84LEIDOS HOLDINGS INCLDOS1,739$234,6270.16%
85TRUIST FINL CORP89832Q1095,665$233,1150.16%
86SPDR SER TR78464A6984,090$232,5170.16%
87ARK 21SHARES BITCOIN ETFARKB2,780$228,5160.16%
88SPDR GOLD TRGLD782$225,3250.16%
89ADOBE INCADBE583$223,5980.15%
90FIFTH THIRD BANCORPFITBM5,658$221,7940.15%
91GENERAL DYNAMICS CORPGD813$221,6560.15%
92INGERSOLL RAND INCIR2,761$220,9630.15%
93DOVER CORPDOV1,254$220,3030.15%
94SALESFORCE INCCRM820$220,0550.15%
95DUKE ENERGY CORP NEWDUKB1,770$215,8350.15%
96VANGUARD INDEX FDS922908363418$214,8450.15%
97WALMART INCWMT2,436$213,8770.15%
98DELL TECHNOLOGIES INCDELL2,307$210,2830.15%
99VANGUARD INDEX FDS922908769761$209,1730.14%
100CADENCE DESIGN SYSTEM INCCDNS812$206,5160.14%
101EVERUS CONSTR GROUPEVEX-WT5,479$203,2160.14%
102BANK AMERICA CORP0605051044,743$197,9390.14%
103ISHARES TR464287655885$176,5490.12%
104ARISTA NETWORKS INCANET2,260$175,1050.12%
105MONGODB INCMDB997$174,8740.12%
106SPDR S&P 500 ETF TRSPY312$174,5300.12%
107INTERNATIONAL BUSINESS MACHSINTR685$170,3320.12%
108AT&T INCT-PC6,008$169,9060.12%
109AMAZON COM INCAMZN868$165,1460.11%
110CARDINAL HEALTH INCCAH1,092$150,4450.10%
111BROADCOM INCAVGO877$146,8360.10%
112ABBVIE INCABBV685$143,5210.10%
113BRISTOL-MYERS SQUIBB COCELG-RI2,257$137,6540.10%
114ALTRIA GROUP INCMO2,277$136,6660.09%
115META PLATFORMS INCMETA236$136,0210.09%
116VISA INCV385$134,9270.09%
117PROLOGIS INC.PLDGP1,140$127,4410.09%
118TAYLOR MORRISON HOME CORPTMHC2,100$126,0840.09%
119PALO ALTO NETWORKS INCPANW719$122,6900.09%
120LAM RESEARCH CORPLRCX1,687$122,6450.08%
121LEIDOS HOLDINGS INCLDOS905$122,1210.08%
122TAPESTRY INCTPR1,724$121,3870.08%
123ARES CAPITAL CORPARCC5,394$119,5310.08%
124MICRON TECHNOLOGY INCMU1,366$118,6920.08%
125TRUIST FINL CORP89832Q1092,809$115,5900.08%
126SPDR SER TR78464A6982,029$115,3490.08%
127L3HARRIS TECHNOLOGIES INCLHX545$114,0740.08%
128ORACLE CORPORCL-PD797$111,4350.08%
129CHEVRON CORP NEWCVX658$110,0770.08%
130INGERSOLL RAND INCIR1,360$108,8410.08%
131GENERAL DYNAMICS CORPGD384$104,6710.07%
132ARK 21SHARES BITCOIN ETFARKB1,267$104,1470.07%
133ADOBE INCADBE269$103,1700.07%
134VANGUARD INDEX FDS922908769375$103,0650.07%
135CADENCE DESIGN SYSTEM INCCDNS402$102,2410.07%
136DELL TECHNOLOGIES INCDELL1,113$101,4500.07%
137ISHARES TR4642873091,084$100,6280.07%
138ALPHABET INCGOOG648$100,2120.07%
139SALESFORCE INCCRM365$97,9510.07%
140VANGUARD INDEX FDS922908538388$94,9200.07%
141MONGODB INCMDB488$85,5950.06%
142ARISTA NETWORKS INCANET1,074$83,2140.06%
143AMEREN CORPAEE808$81,1230.06%
144ISHARES BITCOIN TRUST ETFIBIT1,285$60,1510.04%
145VANGUARD ADMIRAL FDS INC921932869530$54,6800.04%
146WALMART INCWMT556$48,8060.03%
147VANGUARD INDEX FDS922908512296$47,5200.03%
148INVESCO QQQ TRIVZ97$45,4850.03%
149BERKSHIRE HATHAWAY INC DELBRK-A72$38,3460.03%
150VANGUARD INDEX FDS922908595116$29,2050.02%
151SCHWAB STRATEGIC TR8085247971,041$29,1060.02%
152MICROSOFT CORPMSFT71$26,6600.02%
153BANK AMERICA CORP060505104625$26,0810.02%
154ELI LILLY & COLLY25$20,6480.01%
155PROCTER AND GAMBLE CO742718109115$19,5980.01%
156OWENS CORNING NEWOC120$17,1380.01%
157SELECT SECTOR SPDR TR81369Y852168$16,2040.01%
158ALPHABET INCGOOG100$15,6950.01%
159SELECT SECTOR SPDR TR81369Y80373$15,0730.01%
160SELECT SECTOR SPDR TR81369Y605219$10,9080.01%
161COMCAST CORP NEWCCZ273$10,0740.01%