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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 Q2 2025 · Filed August 12, 2025 · Accession 0001001011-25-000008

Total Value
$162.7M
Positions
168
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (168)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836341,196$23.4M14.39%
2SPDR S&P 500 ETF TRSPY31,149$19.2M11.83%
3VANGUARD INDEX FDS92290874471,201$12.6M7.74%
4VANGUARD INDEX FDS92290873626,692$11.7M7.19%
5ISHARES TR46428730977,530$8.5M5.25%
6MICROSOFT CORPMSFT9,623$4.8M2.94%
7VANGUARD ADMIRAL FDS INC92193286936,614$4.1M2.54%
8VANGUARD INDEX FDS92290853813,916$4.0M2.43%
9INVESCO QQQ TRIVZ7,055$3.9M2.39%
10APPLE INCAAPL18,516$3.8M2.34%
11ISHARES TR46428765517,042$3.7M2.26%
12SCHWAB STRATEGIC TR808524797130,659$3.5M2.13%
13SELECT SECTOR SPDR TR81369Y85229,736$3.2M1.98%
14SELECT SECTOR SPDR TR81369Y80312,552$3.2M1.95%
15SELECT SECTOR SPDR TR81369Y60559,520$3.1M1.92%
16APPLE INCAAPL13,609$2.8M1.72%
17INTERNATIONAL BUSINESS MACHSINTR8,568$2.5M1.55%
18VANGUARD INDEX FDS92290851211,377$1.9M1.15%
19VISA INCV4,330$1.5M0.95%
20VANGUARD INDEX FDS9229085955,427$1.5M0.92%
21MASTERCARD INCORPORATEDMA2,424$1.4M0.84%
22NVIDIA CORPORATIONNVDA7,601$1.2M0.74%
23AMEREN CORPAEE9,703$931,8440.57%
24META PLATFORMS INCMETA946$698,3440.43%
25ABBVIE INCABBV3,341$620,1010.38%
26KNIFE RIVER CORPKNF7,588$619,4840.38%
27ORACLE CORPORCL-PD2,589$566,0330.35%
28T-MOBILE US INCTMUSZ2,353$560,6280.34%
29EAST WEST BANCORP INCEWBC5,497$555,0870.34%
30APPLIED MATLS INC0382221053,000$549,2100.34%
31NETFLIX INCNFLX410$549,0430.34%
32INTERACTIVE BROKERS GROUP IN45841N1079,652$534,8170.33%
33ECOLAB INCECL1,969$530,5270.33%
34VANGUARD INDEX FDS9229087442,921$516,2580.32%
35BERKSHIRE HATHAWAY INC DELBRK-A1,047$508,6010.31%
36ACCENTURE PLC IRELANDACN1,694$506,3920.31%
37MDU RES GROUP INC55269010930,352$505,9680.31%
38EVERUS CONSTR GROUPEVEX-WT7,588$482,0660.30%
39BROADCOM INCAVGO1,739$479,4060.29%
40CASS INFORMATION SYS INCCASS11,000$477,9500.29%
41TG THERAPEUTICS INCTGTX13,195$474,8880.29%
42LOWES COS INC5486611072,084$462,3770.28%
43KNIFE RIVER CORPKNF5,479$447,3060.28%
44AT&T INCT-PC15,220$440,4650.27%
45JPMORGAN CHASE & CO.VYLD1,497$433,9950.27%
46INTUITINTU550$433,1970.27%
47ISHARES TR464287200691$429,0420.26%
48UNITEDHEALTH GROUP INCUNH1,347$420,2240.26%
49AMAZON COM INCAMZN1,773$388,9780.24%
50NVIDIA CORPORATIONNVDA2,460$388,6560.24%
51HCA HEALTHCARE INCHCA1,007$385,7820.24%
52VANGUARD TAX-MANAGED FDS9219438586,727$383,5060.24%
53ALPHABET INCGOOG2,160$380,6250.23%
54ALTRIA GROUP INCMO6,456$378,5390.23%
55HOME DEPOT INCHD1,027$376,5390.23%
56MICRON TECHNOLOGY INCMU3,030$373,4480.23%
57CARDINAL HEALTH INCCAH2,179$366,0410.23%
58MDU RES GROUP INC55269010921,917$365,3560.22%
59COSTCO WHSL CORP NEW22160K105352$348,6990.21%
60EVERUS CONSTR GROUPEVEX-WT5,479$348,0810.21%
61BANK NEW YORK MELLON CORP0640581003,809$347,0380.21%
62CARLISLE COS INC142339100913$340,9140.21%
63PULTE GROUP INC7458671013,178$335,1520.21%
64PALO ALTO NETWORKS INCPANW1,619$331,3120.20%
65ELI LILLY & COLLY419$326,4150.20%
66LAM RESEARCH CORPLRCX3,350$326,1290.20%
67ALPHABET INCGOOG1,832$324,9930.20%
68MOTOROLA SOLUTIONS INCMSI767$322,4930.20%
69ARK 21SHARES BITCOIN ETFARKB8,512$304,6440.19%
70TAPESTRY INCTPR3,408$299,2560.18%
71L3HARRIS TECHNOLOGIES INCLHX1,165$292,2290.18%
72DELL TECHNOLOGIES INCDELL2,364$289,8260.18%
73REGIONS FINANCIAL CORP NEWRF-PF12,316$289,6720.18%
74TESLA INCTSLA911$289,3880.18%
75PROCTER AND GAMBLE CO7427181091,810$288,4010.18%
76BROADRIDGE FINL SOLUTIONS IN11133T1031,184$287,7480.18%
77ISHARES BITCOIN TRUST ETFIBIT4,680$286,4630.18%
78AGILENT TECHNOLOGIES INCA2,401$283,3420.17%
79BRISTOL-MYERS SQUIBB COCELG-RI6,090$281,8940.17%
80LEIDOS HOLDINGS INCLDOS1,778$280,4580.17%
81VANGUARD MUN BD FDS9229077465,632$276,1370.17%
82COMCAST CORP NEWCCZ7,695$274,6350.17%
83OWENS CORNING NEWOC1,870$257,1620.16%
84TAYLOR MORRISON HOME CORPTMHC4,176$256,4900.16%
85SALESFORCE INCCRM939$256,0560.16%
86CADENCE DESIGN SYSTEM INCCDNS830$255,7650.16%
87ARES CAPITAL CORPARCC11,601$254,7580.16%
88PROLOGIS INC.PLDGP2,409$253,2340.16%
89DOVER CORPDOV1,376$252,1240.16%
90CHEVRON CORP NEWCVX1,752$250,8550.15%
91MARATHON PETE CORPMARA1,506$250,1620.15%
92TRUIST FINL CORP89832Q1095,792$248,9980.15%
93FIFTH THIRD BANCORPFITBM6,040$248,4250.15%
94SPDR SERIES TRUST78464A6984,181$248,3100.15%
95GENERAL DYNAMICS CORPGD831$242,4210.15%
96SPDR GOLD TRGLD782$238,3770.15%
97WALMART INCWMT2,436$238,2070.15%
98ARISTA NETWORKS INCANET2,318$237,1550.15%
99INGERSOLL RAND INCIR2,823$234,8170.14%
100VANGUARD INDEX FDS922908769761$231,3130.14%
101ADOBE INCADBE595$230,1940.14%
102DUKE ENERGY CORP NEWDUKB1,936$228,4120.14%
103BROADCOM INCAVGO823$226,8600.14%
104AMERIPRISE FINL INC03076C106422$225,2340.14%
105BANK AMERICA CORP0605051044,759$225,1930.14%
106MONGODB INCMDB1,019$213,9800.13%
107SPDR S&P 500 ETF TRSPY341$210,6870.13%
108INTERNATIONAL BUSINESS MACHSINTR685$201,9240.12%
109TG THERAPEUTICS INCTGTX5,610$201,9040.12%
110HASBRO INCHAS2,731$201,6020.12%
111AMAZON COM INCAMZN868$190,4310.12%
112ISHARES TR464287655874$188,6000.12%
113META PLATFORMS INCMETA238$175,6650.11%
114CARDINAL HEALTH INCCAH1,030$173,0400.11%
115ORACLE CORPORCL-PD779$170,3320.10%
116AT&T INCT-PC5,772$167,0420.10%
117MICRON TECHNOLOGY INCMU1,336$164,6620.10%
118LAM RESEARCH CORPLRCX1,653$160,9030.10%
119VANGUARD INDEX FDS922908363273$155,1070.10%
120VANGUARD INDEX FDS922908736346$151,6860.09%
121TAPESTRY INCTPR1,687$148,1350.09%
122PALO ALTO NETWORKS INCPANW702$143,6570.09%
123VISA INCV404$143,4400.09%
124LEIDOS HOLDINGS INCLDOS868$136,9360.08%
125L3HARRIS TECHNOLOGIES INCLHX536$134,4500.08%
126DELL TECHNOLOGIES INCDELL1,088$133,3890.08%
127ALTRIA GROUP INCMO2,272$133,2070.08%
128ARK 21SHARES BITCOIN ETFARKB3,717$133,0310.08%
129ABBVIE INCABBV695$129,0060.08%
130TAYLOR MORRISON HOME CORPTMHC2,008$123,3310.08%
131CADENCE DESIGN SYSTEM INCCDNS395$121,7190.07%
132ISHARES TR4642873091,084$119,3480.07%
133TRUIST FINL CORP89832Q1092,746$118,0510.07%
134SPDR SERIES TRUST78464A6981,984$117,8300.07%
135PROLOGIS INC.PLDGP1,115$117,2090.07%
136ARES CAPITAL CORPARCC5,302$116,4320.07%
137VANGUARD INDEX FDS922908769375$113,9740.07%
138ALPHABET INCGOOG641$112,9710.07%
139GENERAL DYNAMICS CORPGD381$111,1220.07%
140INGERSOLL RAND INCIR1,330$110,6290.07%
141ARISTA NETWORKS INCANET1,052$107,6300.07%
142BRISTOL-MYERS SQUIBB COCELG-RI2,244$103,8750.06%
143ADOBE INCADBE263$101,7490.06%
144MONGODB INCMDB477$100,1650.06%
145SALESFORCE INCCRM359$97,8960.06%
146TESLA INCTSLA301$95,6160.06%
147CHEVRON CORP NEWCVX658$94,2190.06%
148ISHARES BITCOIN TRUST ETFIBIT1,285$78,6550.05%
149AMEREN CORPAEE808$77,6000.05%
150VANGUARD ADMIRAL FDS INC921932869530$59,9060.04%
151VANGUARD INDEX FDS922908538203$57,7310.04%
152WALMART INCWMT559$54,6440.03%
153INVESCO QQQ TRIVZ97$53,5090.03%
154MICROSOFT CORPMSFT71$35,3300.02%
155BERKSHIRE HATHAWAY INC DELBRK-A72$34,9750.02%
156BANK AMERICA CORP060505104625$29,5750.02%
157SCHWAB STRATEGIC TR8085247971,041$27,5870.02%
158VANGUARD INDEX FDS922908512153$25,1620.02%
159SELECT SECTOR SPDR TR81369Y852211$22,9000.01%
160SELECT SECTOR SPDR TR81369Y80390$22,7910.01%
161SELECT SECTOR SPDR TR81369Y605432$22,6240.01%
162VANGUARD INDEX FDS92290859576$21,0470.01%
163ELI LILLY & COLLY25$19,4880.01%
164PROCTER AND GAMBLE CO742718109115$18,3220.01%
165ALPHABET INCGOOG101$17,8420.01%
166COSTCO WHSL CORP NEW22160K10517$16,8290.01%
167OWENS CORNING NEWOC120$16,5020.01%
168COMCAST CORP NEWCCZ273$9,7430.01%