Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO

Quarter ended Q4 2024 · Filed February 19, 2025 · Accession 0001019231-25-000002

Total Value
$846.5M
Positions
174
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (174)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF464287200429,762$253.0M29.89%
2JPM BETABLDRS MSCI US REIT46641Q7382,379,274$222.8M26.32%
3APPLE INCAAPL109,053$27.3M3.23%
4NVIDIA CORPNVDA168,771$22.7M2.68%
5MICROSOFT CORPMSFT53,184$22.4M2.65%
6AMAZON.COM INCAMZN80,598$17.7M2.09%
7ALPHABET INCGOOG92,003$17.4M2.06%
8HASHICORP INC418100103397,124$13.6M1.60%
9META PLATFORMS INCMETA18,276$10.7M1.26%
10WALMART INCWMT105,146$9.5M1.12%
11BANK OF AMERICA CORP060505104190,976$8.4M0.99%
12STATE STREET CORPSTT-PG82,887$8.1M0.96%
13BROADCOM INCAVGO32,173$7.5M0.88%
14MASTERCARD INCMA14,101$7.4M0.88%
15AIR LEASE CORPAIIR143,097$6.9M0.81%
16TE CONNECTIVITY PLCTEL46,966$6.7M0.79%
17NETFLIX INCNFLX7,393$6.6M0.78%
18ELI LILLY & COLLY8,357$6.5M0.76%
19TEXAS INSTRUMENTS INC88250810432,000$6.0M0.71%
20MEDTRONIC PLCMDT73,883$5.9M0.70%
21SS&C TECHNOLOGIES HOLDINGS INCSSNC71,780$5.4M0.64%
22AMERICAN ELECTRIC POWER CO INC02553710156,853$5.2M0.62%
23IMMATICS NVIMTX697,431$5.0M0.59%
24FISERV INCFISV23,871$4.9M0.58%
25DOORDASH INCDASH28,592$4.8M0.57%
26VERIZON COMMUNICATIONS INCVZ116,233$4.6M0.55%
27JONES LANG LASALLE INCJLL16,967$4.3M0.51%
28BOOKING HOLDINGS INCBKNG850$4.2M0.50%
29T-MOBILE US INCTMUSZ18,939$4.2M0.49%
30METLIFE INCMET-PF50,668$4.1M0.49%
31EXXON MOBIL CORPXOM36,226$3.9M0.46%
32CIGNA GROUP/THE12552310012,982$3.6M0.42%
33TAIWAN SEMICONDUCTOR MANUFACTU87403910017,762$3.5M0.41%
34ALLSTATE CORP/THEALL-PJ17,635$3.4M0.40%
35AUTODESK INCADSK11,360$3.4M0.40%
36VANGUARD TOT WORLD STK ETF92204274227,798$3.3M0.39%
37ARROW ELECTRONICS INC04273510027,325$3.1M0.37%
38LKQ CORPLKQ82,642$3.0M0.36%
39ELEVANCE HEALTH INCELV8,132$3.0M0.35%
40CAPITAL ONE FINANCIAL CORP14040H10516,265$2.9M0.34%
41SHERWIN-WILLIAMS CO/THESHW7,844$2.7M0.31%
42LINDE PLCLIN6,100$2.6M0.30%
43MARSH & MCLENNAN COS INC57174810211,707$2.5M0.29%
44ECOLAB INCECL10,577$2.5M0.29%
45PETROLEO BRASILEIRO SA71654V408191,051$2.5M0.29%
46CSX CORPCSX74,672$2.4M0.28%
47APPLIED MATERIALS INC03822210514,296$2.3M0.27%
48ESSENT GROUP LTDESNT40,453$2.2M0.26%
49HCA HEALTHCARE INCHCA7,315$2.2M0.26%
50ADOBE INCADBE4,901$2.2M0.26%
51FAIR ISAAC CORPFICO1,088$2.2M0.26%
52OPEN TEXT CORPOTEX67,568$1.9M0.23%
53GE VERNOVA INCGEV5,579$1.8M0.22%
54AMERICA MOVIL SAB DE CVAMXOF126,306$1.8M0.21%
55CAMPING WORLD HOLDINGS INCCWH85,352$1.8M0.21%
56ATLASSIAN CORPTEAM7,120$1.7M0.20%
57EOG RESOURCES INCEOG13,792$1.7M0.20%
58KRAFT HEINZ CO/THEKHC54,551$1.7M0.20%
59COLGATE-PALMOLIVE COCL18,170$1.7M0.20%
60AMERICAN TOWER CORP03027X1008,780$1.6M0.19%
61PIMCO ACTIVE BOND EXCHANGE-T72201R77517,742$1.6M0.19%
62MERCADOLIBRE INCMELI938$1.6M0.19%
63SEA LTDSE14,674$1.6M0.18%
64LENNAR CORPLEN-B11,243$1.5M0.18%
65REIN THERAPEUTICS INCRNTX617,121$1.4M0.17%
66JOHNSON & JOHNSONJNJ9,684$1.4M0.17%
67DUKE ENERGY CORPDUKB12,959$1.4M0.16%
68INTUITIVE SURGICAL INCISRG2,669$1.4M0.16%
69APPLOVIN CORPAPP4,277$1.4M0.16%
70ROYALTY PHARMA PLCRPRX47,786$1.2M0.14%
71ACCENTURE PLCACN3,234$1.1M0.13%
72ADVANCED MICRO DEVICES INCAMD9,386$1.1M0.13%
73PROCTER & GAMBLE CO/THE7427181096,761$1.1M0.13%
74AMERICAN WOODMARK CORPAMWD14,195$1.1M0.13%
75TECHNOLOGY SELECT SECT SPDR81369Y8034,818$1.1M0.13%
76AERCAP HOLDINGS NVAER11,275$1.1M0.13%
77PERRIGO CO PLCPRGO38,424$987,8810.12%
78STANLEY BLACK & DECKER INCSWK11,369$912,8170.11%
79THERMO FISHER SCIENTIFIC INCTMO1,662$864,6220.10%
80SPOTIFY TECHNOLOGY SASPOT1,621$725,2030.09%
81PERFORMANCE FOOD GROUP COPFGC7,896$667,6070.08%
82SPECTRAL AI INCMDAIW210,488$595,6810.07%
83FINANCIAL SELECT SECTOR SPDR81369Y60511,949$577,4950.07%
84UBER TECHNOLOGIES INCUBER9,464$570,8680.07%
85HEALTH CARE SELECT SECTOR81369Y2093,788$521,1150.06%
86FREEPORT-MCMORAN INCFCX13,344$508,1400.06%
87SHELL PLCRYDAF7,456$467,1180.06%
88INDUSTRIAL SELECT SECT SPDR81369Y7043,371$444,1630.05%
89NEXTERA ENERGY INCNEE-PW5,940$425,8390.05%
90INVESCO S&P 500 EQUAL WEIGHT ETFIVZ2,364$414,2440.05%
91INTUIT INCINTU647$406,6400.05%
92ORACLE CORPORCL-PD2,252$375,2730.04%
93COSTCO WHOLESALE CORP22160K105384$351,8480.04%
94SENTINELONE INCS14,211$315,4840.04%
95VISA INCV846$267,3700.03%
96AT&T INCT-PC11,514$262,1740.03%
97VANGUARD VALUE INDEX FUND9229087441,467$248,3630.03%
98TESLA INCTSLA595$240,2850.03%
99JPMORGAN CHASE & COVYLD971$232,7580.03%
100ENERGY TRANSFER LPET-PI11,817$231,4950.03%
101CONSUMER DISCRETIONARY SELT81369Y407998$223,9010.03%
102SALESFORCE INCCRM622$207,9530.02%
103BERKSHIRE HATHAWAY INCBRK-A419$189,9240.02%
104FERGUSON ENTERPRISES INCFERG972$168,7100.02%
105CBRE GROUP INCCBRE1,237$162,4060.02%
106TRADEWEB MARKETS INC8926721061,216$159,1990.02%
107AMERICAN EAGLE OUTFITTERS INCAEO9,382$156,3980.02%
108CREDICORP LTDBAP846$155,0890.02%
109UTILITIES SELECT SECTOR SPDR81369Y8861,900$143,8110.02%
110CHENIERE ENERGY INCLNG642$137,9470.02%
111COMSTOCK RESOURCES INCLODE7,435$135,4660.02%
112ABBVIE INCABBV714$126,8780.01%
113CORNING INCGLW2,422$115,0930.01%
114ALPHABET INCGOOG599$114,0740.01%
115PALANTIR TECHNOLOGIES INCPLTR1,415$107,0160.01%
116ROUNDHILL MAGNIFICENT SEVEN53656G4981,950$106,1190.01%
117SPDR S&P 500 ETF TRUSTSPY171$100,2200.01%
118VANGUARD 500 INDEX FUND922908363186$100,2190.01%
119ENERGY SELECT SECTOR SPDR81369Y5061,097$93,9690.01%
120ALTO NEUROSCIENCE, INC.ANRO22,175$93,8000.01%
121MATERIALS SELECT SECTOR SPDR81369Y1001,083$91,1240.01%
122CONSUMER STAPLES SPDR81369Y3081,137$89,3800.01%
123ATKORE INCATKR1,068$89,1250.01%
124DOMINO'S PIZZA INCDPZ207$86,8900.01%
125ROCKET LAB USA INCRKLB3,300$84,0510.01%
126HUNTINGTON INGALLS INDUSTRIES446413106398$75,2100.01%
127ULTA BEAUTY INCULTA168$73,0680.01%
128MONDELEZ INTERNATIONAL INC6092071051,200$71,6760.01%
129DEERE & CODE168$71,1820.01%
130ABBOTT LABORATORIESABLZF614$69,4500.01%
131ARISTA NETWORKS INCANET544$60,1280.01%
132BANK OF NEW YORK MELLON CORP/T064058100750$57,6220.01%
133EXPEDIA GROUP INCEXPE288$53,6630.01%
134LAUDER ESTEE COS INC CL A518439104714$53,5360.01%
135CLEAN HARBORS INCCLH223$51,3210.01%
136UNITEDHEALTH GROUP INCUNH100$50,5860.01%
137AIRBNB, INC.ABNB375$49,2790.01%
138CHUBB LTDCB164$45,3130.01%
139EQT CORPEQT960$44,2660.01%
140F5 NETWORKS INCFFIV171$43,0010.01%
141OKTA INCOKTA505$39,7940.00%
142CVS HEALTH CORPCVS884$39,6830.00%
143GARMIN LTDGRMN190$39,1890.00%
144AUTOZONE INCAZO12$38,4240.00%
145CORPAY INCCPAY110$37,2260.00%
146IES HOLDINGS INCIESC185$37,1780.00%
147COMM SERV SELECT SECTOR SPDR81369Y852370$35,8200.00%
148PAYCOM SOFTWARE INCPAYC166$34,0250.00%
149FIDELITY NATIONAL INFORMATION31620M106400$32,3080.00%
150VERISIGN, INCVRSN156$32,2860.00%
151MONSTER BEVERAGE CORPMNST600$31,5360.00%
152SMURFIT WESTROCK PLCSW565$30,4310.00%
153CHEVRON CORPCVX209$30,2720.00%
154ROSS STORES INCROST186$28,1360.00%
155NIKE INCNKE365$27,6200.00%
156ALIGN TECHNOLOGY INCALGN130$27,1060.00%
157LEXICON PHARMACEUTICALS INCLXRX35,714$26,3930.00%
158STRYKER CORPSYK72$25,9240.00%
159AMERIPRISE FINANCIAL INC03076C10648$25,5570.00%
160STARBUCKS CORPSBUX271$24,7290.00%
161PEPSICO INCPEP144$21,8970.00%
162SMITH A O CORPAOS300$20,4630.00%
163NUTANIX INCNTNX315$19,2720.00%
164UNION PACIFIC CORPUNP79$18,0150.00%
165COREBRIDGE FINANCIAL INC21871X109550$16,4620.00%
166OSCAR HEALTH INCOSCR1,212$16,2890.00%
167MERCK & CO INCMRK143$14,2260.00%
168ONEOK INCOKE120$12,0480.00%
169MORGAN STANLEYMS-PQ80$10,0580.00%
170ISHARES RUSSELL 1000 GROWTH ETF46428761424$9,6380.00%
171PHILLIPS 66PSX81$9,2280.00%
172PORTLAND GENERAL ELECTRIC CO736508847118$5,1470.00%
173ROYAL GOLD INCRGLD25$3,2960.00%
174BOSTON SCIENTIFIC CORPBSX8$7150.00%