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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

Smith, Salley & Associates

Quarter ended Q1 2025 · Filed April 25, 2025 · Accession 0001062993-25-007992

Total Value
$1.53B
Positions
245
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (245)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL398,461$88.5M5.80%
2MICROSOFT CORPMSFT221,048$83.0M5.44%
3NVIDIA CORPORATIONNVDA658,691$71.4M4.68%
4AMAZON COM INCAMZN255,934$48.7M3.19%
5META PLATFORMS INCMETA74,280$42.8M2.81%
6JPMORGAN CHASE & CO.VYLD165,454$40.6M2.66%
7ALPHABET INCGOOG256,652$40.1M2.63%
8VISA INCV111,682$39.1M2.57%
9TJX COS INC NEW872540109265,933$32.4M2.12%
10ABBVIE INCABBV150,923$31.6M2.07%
11LOWES COS INC548661107126,425$29.5M1.93%
12BERKSHIRE HATHAWAY INC DELBRK-A52,300$27.9M1.83%
13RTX CORPORATIONRTX209,715$27.8M1.82%
14THERMO FISHER SCIENTIFIC INCTMO55,660$27.7M1.82%
15MASTERCARD INCORPORATEDMA49,727$27.3M1.79%
16PROCTER AND GAMBLE CO742718109152,364$26.0M1.70%
17BERKSHIRE HATHAWAY INC DELBRK-A45,911$24.5M1.60%
18ABBOTT LABSABLZF177,196$23.5M1.54%
19NEXTERA ENERGY INCNEE-PW326,969$23.2M1.52%
20LINDE PLCLIN49,750$23.2M1.52%
21BROOKFIELD CORP11271J107432,462$22.7M1.49%
22AMETEK INCAME129,732$22.3M1.46%
23ANALOG DEVICES INCADI104,318$21.0M1.38%
24CHEVRON CORP NEWCVX124,520$20.8M1.37%
25ROPER TECHNOLOGIES INCROP35,088$20.7M1.36%
26ASML HOLDING N VASMLF28,830$19.1M1.25%
27S&P GLOBAL INCSPGI37,318$19.0M1.24%
28PEPSICO INCPEP125,165$18.8M1.23%
29UNION PAC CORPUNP75,391$17.8M1.17%
30MARKEL GROUP INCMKL9,178$17.2M1.12%
31ACCENTURE PLC IRELANDACN54,336$17.0M1.11%
32MEDTRONIC PLCMDT180,276$16.2M1.06%
33NXP SEMICONDUCTORS N VNXPI82,293$15.6M1.03%
34MERCK & CO INCMRK152,953$13.7M0.90%
35MARVELL TECHNOLOGY INCMRVL222,326$13.7M0.90%
36BROADCOM INCAVGO81,735$13.7M0.90%
37ARISTA NETWORKS INCANET175,318$13.6M0.89%
38ELEVANCE HEALTH INCELV30,649$13.3M0.87%
39CASEYS GEN STORES INC14752810330,035$13.0M0.85%
40PNC FINL SVCS GROUP INC69347510572,844$12.8M0.84%
41CONSTELLATION BRANDS INCSTZ68,818$12.6M0.83%
42ALPHABET INCGOOG80,219$12.4M0.81%
43TRANSDIGM GROUP INCTDG7,881$10.9M0.71%
44NORTHROP GRUMMAN CORPNOC21,214$10.9M0.71%
45ISHARES TR464288588115,808$10.9M0.71%
46CHEMED CORP NEWCHE17,155$10.6M0.69%
47CURTISS WRIGHT CORPCW31,401$10.0M0.65%
48XYLEM INCXYL81,144$9.7M0.64%
49ISHARES TR464288646164,361$8.6M0.56%
50ISHARES TR46432F842111,683$8.4M0.55%
51FIDELITY COVINGTON TRUST31609280845,752$7.4M0.48%
52JOHNSON & JOHNSONJNJ44,478$7.4M0.48%
53EXXON MOBIL CORPXOM59,342$7.1M0.46%
54HOME DEPOT INCHD18,730$6.9M0.45%
55ISHARES TR46428743270,187$6.4M0.42%
56DUKE ENERGY CORP NEWDUKB51,757$6.3M0.41%
57WALMART INCWMT69,983$6.1M0.40%
58BROOKFIELD ASSET MANAGMT LTD113004105112,292$5.4M0.36%
59BANK AMERICA CORP060505104122,146$5.1M0.33%
60MOODYS CORPMCO10,075$4.7M0.31%
61FIRST BANCORP N C318910106111,644$4.5M0.29%
62COCA COLA COKO61,239$4.4M0.29%
63ISHARES TR46428744045,975$4.4M0.29%
64CISCO SYS INCCSCO68,242$4.2M0.28%
65ISHARES TR46428863879,847$4.2M0.27%
66ISHARES TR46434V40798,276$4.2M0.27%
67EATON CORP PLCETN15,309$4.2M0.27%
68CATERPILLAR INCCAT12,617$4.2M0.27%
69VANGUARD INDEX FDS92290876914,210$3.9M0.26%
70STARBUCKS CORPSBUX38,898$3.8M0.25%
71ISHARES INC46434G10369,320$3.7M0.25%
72FIDELITY COVINGTON TRUST31609250153,072$3.7M0.24%
73AMERICAN EXPRESS COAXP13,350$3.6M0.24%
74INTERNATIONAL BUSINESS MACHSINTR14,347$3.6M0.23%
75VANGUARD WORLD FD92204A7026,382$3.5M0.23%
76AT&T INCT-PC120,133$3.4M0.22%
77AMGEN INCAMGN10,803$3.4M0.22%
78TEXAS INSTRS INC88250810418,542$3.3M0.22%
79FIDELITY COVINGTON TRUST31609287358,531$3.3M0.22%
80WELLS FARGO CO NEW94974610143,808$3.1M0.21%
81AMERICAN ELEC PWR CO INC02553710128,260$3.1M0.20%
82QUALCOMM INCQCOM19,891$3.1M0.20%
83FIDELITY COVINGTON TRUST31609260043,874$3.0M0.20%
84MERCADOLIBRE INCMELI1,531$3.0M0.20%
85HONEYWELL INTL INC43851610613,439$2.8M0.19%
86ENBRIDGE INCENNPF63,985$2.8M0.19%
87CHUBB LIMITEDCB9,180$2.8M0.18%
88BLACKROCK INCBLK2,895$2.7M0.18%
89MCDONALDS CORPMCD8,553$2.7M0.18%
90SPDR S&P 500 ETF TRSPY4,624$2.6M0.17%
91EMERSON ELEC COEMR23,477$2.6M0.17%
92PAYCHEX INCPAYX16,644$2.6M0.17%
93HUNTINGTON BANCSHARES INCHBANP170,036$2.6M0.17%
94MORGAN STANLEYMS-PQ21,676$2.5M0.17%
95INVESCO EXCHANGE TRADED FD TIVZ59,300$2.4M0.16%
96GARTNER INCIT5,524$2.3M0.15%
97PROGRESSIVE CORP7433151038,070$2.3M0.15%
98SALESFORCE INCCRM8,466$2.3M0.15%
99INTUITIVE SURGICAL INCISRG4,418$2.2M0.14%
100VANGUARD SPECIALIZED FUNDS92190884411,122$2.2M0.14%
101ISHARES TR46428816619,585$2.1M0.14%
102CME GROUP INCCME8,020$2.1M0.14%
103VANGUARD INDEX FDS9229087365,686$2.1M0.14%
104FIDELITY COVINGTON TRUST31609270930,779$2.1M0.14%
105MONDELEZ INTL INC60920710531,027$2.1M0.14%
106LOCKHEED MARTIN CORPLMT4,677$2.1M0.14%
107ATLANTIC UN BANKSHARES CORP04911A10766,802$2.1M0.14%
108FIDELITY COVINGTON TRUST31609220424,169$2.0M0.13%
109IQVIA HLDGS INCIQV11,572$2.0M0.13%
110TRAVELERS COMPANIES INCTRV7,321$1.9M0.13%
111ECOLAB INCECL7,327$1.9M0.12%
112VERIZON COMMUNICATIONS INCVZ40,506$1.8M0.12%
113AIR PRODS & CHEMS INCAIIR6,161$1.8M0.12%
114SERVICENOW INCNOW2,275$1.8M0.12%
115BOOKING HOLDINGS INCBKNG393$1.8M0.12%
116UNITEDHEALTH GROUP INCUNH3,400$1.8M0.12%
117NETFLIX INCNFLX1,824$1.7M0.11%
118DIGITAL RLTY TR INC25386810311,465$1.6M0.11%
119INVESCO QQQ TRIVZ3,271$1.5M0.10%
120ISHARES TR46434V28224,552$1.4M0.09%
121COLGATE PALMOLIVE COCL15,099$1.4M0.09%
122VERTIV HOLDINGS COVRT19,589$1.4M0.09%
123FIRST CTZNS BANCSHARES INC N31946M103757$1.4M0.09%
124VANGUARD INDEX FDS9229083632,641$1.4M0.09%
125ELI LILLY & COLLY1,634$1.3M0.09%
126SELECT SECTOR SPDR TR81369Y2099,066$1.3M0.09%
127GOLDMAN SACHS GROUP INCGSCE2,411$1.3M0.09%
128SELECT SECTOR SPDR TR81369Y60525,853$1.3M0.08%
129ISHARES TR4642872002,269$1.3M0.08%
130BLACKSTONE INCBX9,083$1.3M0.08%
131ASTRAZENECA PLCAZN16,795$1.2M0.08%
132FIDELITY COVINGTON TRUST31609240248,178$1.2M0.08%
133FIDELITY COVINGTON TRUST31609230323,527$1.2M0.08%
134INTUITINTU1,954$1.2M0.08%
135ISHARES TR4642874819,819$1.2M0.08%
136SYNOPSYS INCSNPS2,658$1.1M0.07%
137MARRIOTT INTL INC NEW5719032024,751$1.1M0.07%
138VANGUARD WHITEHALL FDS9219464068,547$1.1M0.07%
139ISHARES TR4642876142,932$1.1M0.07%
140TESLA INCTSLA4,056$1.1M0.07%
141ISHARES TR4642876893,230$1.0M0.07%
142SCHWAB STRATEGIC TR80852410247,593$1.0M0.07%
143PROLOGIS INC.PLDGP9,073$1.0M0.07%
144VANGUARD TAX-MANAGED FDS92194385819,328$982,4420.06%
145COMCAST CORP NEWCCZ25,772$950,9690.06%
146YUM BRANDS INCYUM6,015$946,5200.06%
147SELECT SECTOR SPDR TR81369Y7046,913$906,0870.06%
148SCHWAB STRATEGIC TR80852479730,287$846,8350.06%
149TYLER TECHNOLOGIES INCTYL1,445$840,1290.06%
150BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.05%
151SOUTHERN COSOMN8,612$791,8660.05%
152INVESCO EXCH TRADED FD TR IIIVZ10,362$774,2250.05%
153ISHARES TR4642874999,053$770,1390.05%
154INVESCO EXCHANGE TRADED FD TIVZ20,070$759,8500.05%
155CONOCOPHILLIPSCOP7,133$749,0730.05%
156SCHWAB STRATEGIC TR80852420133,887$748,2250.05%
157HEARTBEAM INCBEATW367,647$738,9700.05%
158EOG RES INCEOG5,514$707,1210.05%
159FIDELITY COVINGTON TRUST31609286513,534$689,5360.05%
160SELECT SECTOR SPDR TR81369Y4073,364$664,2550.04%
161FIDELITY COVINGTON TRUST31609288113,496$652,1340.04%
162MARSH & MCLENNAN COS INC5717481022,649$646,3780.04%
163ORACLE CORPORCL-PD4,592$642,0080.04%
164NASDAQ INCNDAQ7,898$599,1420.04%
165ISHARES TR4642876221,949$597,8360.04%
166CVS HEALTH CORPCVS8,727$591,2770.04%
167NORFOLK SOUTHN CORP6558441082,493$590,5040.04%
168KLA CORPKLAC846$575,1110.04%
169PHILIP MORRIS INTL INC7181721093,606$572,4510.04%
170BRISTOL-MYERS SQUIBB COCELG-RI9,296$566,9630.04%
171NORTHERN TR CORPNTRSO5,444$537,0510.04%
172CSX CORPCSX16,514$486,0010.03%
173CUMMINS INCCMI1,548$485,2050.03%
174GLOBE LIFE INCGL-PD3,648$480,5150.03%
175SAREPTA THERAPEUTICS INCSRPT7,308$466,3970.03%
176FIDELITY COVINGTON TRUST31609285716,568$455,1270.03%
177AFLAC INCAFL3,975$441,9650.03%
178ALTRIA GROUP INCMO7,238$434,4460.03%
179SCHWAB STRATEGIC TR80852440916,319$433,7720.03%
180VANGUARD INTL EQUITY INDEX F9220427757,097$430,4920.03%
181ISHARES TR4642875077,370$430,0400.03%
182TRUIST FINL CORP89832Q10910,347$425,7880.03%
183UNITED PARCEL SERVICE INCUPS3,860$424,5610.03%
184CROWDSTRIKE HLDGS INCCRWD1,198$422,3910.03%
185CAL MAINE FOODS INCCALM4,600$418,1400.03%
186COSTCO WHSL CORP NEW22160K105441$417,4060.03%
187ROYAL BK CDA7800871023,577$403,1990.03%
188SCHWAB STRATEGIC TR80852430016,076$402,5330.03%
189ALLSTATE CORPALL-PJ1,923$398,1960.03%
190NOVARTIS AGNVSEF3,417$380,9270.02%
191SELECT SECTOR SPDR TR81369Y8031,839$379,7170.02%
192KIMBERLY-CLARK CORPKMB2,604$370,3410.02%
193PULTE GROUP INC7458671013,569$366,8930.02%
194VANGUARD INTL EQUITY INDEX F9220428588,052$364,4340.02%
195VANGUARD INDEX FDS9229086291,407$363,8750.02%
196ISHARES TR4642871502,933$357,9020.02%
197MARATHON PETE CORPMARA2,380$346,7480.02%
198CBRE GROUP INCCBRE2,598$339,7660.02%
199INVESCO EXCHANGE TRADED FD TIVZ7,340$337,7820.02%
200DEERE & CODE685$321,2760.02%
201SELECT SECTOR SPDR TR81369Y3083,916$319,8200.02%
202SPDR SER TR78464A8883,240$313,9560.02%
203TAIWAN SEMICONDUCTOR MFG LTD8740391001,871$310,5060.02%
204DANAHER CORPORATION2358511021,488$305,0120.02%
205AXON ENTERPRISE INCAXON578$303,9990.02%
206ISHARES TR46429B6632,476$299,8930.02%
207VANGUARD INTL EQUITY INDEX F9220427422,537$294,1650.02%
208ENTERPRISE PRODS PARTNERS L2937921078,367$285,6490.02%
209PPG INDS INC6935061072,612$285,5720.02%
210ISHARES TR4642876481,104$282,1050.02%
211CORNING INCGLW6,080$278,3210.02%
212SPDR DOW JONES INDL AVERAGE78467X109659$276,5530.02%
213SCHWAB STRATEGIC TR80852477111,680$275,7650.02%
214PALO ALTO NETWORKS INCPANW1,598$272,6830.02%
215LINCOLN NATL CORP IND5341871097,469$268,1940.02%
216GENERAL DYNAMICS CORPGD978$266,5820.02%
217VANGUARD WORLD FD92204A504980$259,4350.02%
218ISHARES TR4642875981,352$254,3920.02%
219SPDR INDEX SHS FDS78463X8896,880$250,5010.02%
220JACOBS SOLUTIONS INCJ2,036$246,1320.02%
221LIVE OAK BANCSHARES INCLOB-PA8,954$238,7140.02%
222VANGUARD WORLD FD92204A108732$238,2730.02%
223VANGUARD INDEX FDS9229087441,374$237,3940.02%
224SCHWAB STRATEGIC TR80852480511,907$235,5150.02%
225MICRON TECHNOLOGY INCMU2,702$234,7770.02%
226SPDR SER TR78464A7631,717$232,9630.02%
227HUBSPOT INCHUBS405$231,3720.02%
228GE AEROSPACE3696043011,142$228,5290.01%
229APPLIED MATLS INC0382221051,554$225,5160.01%
230INVESCO EXCHANGE TRADED FD TIVZ801$224,8000.01%
231SCHWAB STRATEGIC TR8085247637,910$216,6550.01%
232ISHARES TR4642877623,510$213,7240.01%
233VALERO ENERGY CORPVLO1,607$212,2360.01%
234ISHARES TR4642876301,399$211,2210.01%
235BOEING COBA-PA1,214$207,0480.01%
236ADVANCED MICRO DEVICES INCAMD1,991$204,5550.01%
237LAM RESEARCH CORPLRCX2,811$204,3310.01%
238ISHARES TR4642886791,840$203,2460.01%
239ISHARES TR4642876551,014$202,2830.01%
240ONEOK INC NEWOKE2,037$202,1110.01%
241VICTORY PORTFOLIOS II92647X8305,875$201,3950.01%
242WHEATON PRECIOUS METALS CORPWPM2,586$200,7510.01%
243ALLIANT ENERGY CORPLNT3,112$200,2670.01%
244ENOVIX CORPORATIONENVX10,235$75,1250.00%
245SENSEONICS HLDGS INCSENS55,000$36,0860.00%