Live Markets
Saturday, September 12, 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

VALICENTI ADVISORY SERVICES INC

Quarter ended Q1 2025 · Filed April 23, 2025 · Accession 0001080201-25-000002

Total Value
$388,877
Positions
71
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (71)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB US LARGE-CAP8085242011,324,510$29,2457.52%
2APPLE INCAAPL111,971$24,8726.40%
3AMAZON COM INCAMZN124,165$23,6246.07%
4MICROSOFT CORPMSFT53,811$20,2005.19%
5J.P. MORGAN CHASE & COVYLD56,865$13,9493.59%
6INTUITIVE SURGICALISRG27,844$13,7903.55%
7JPMORGAN U.S. QUALITY FACTOR E46641Q761241,184$13,6203.50%
8ALPHABET INC CLASS AGOOG84,361$13,0463.35%
9SCHWAB US BROAD MARKET ETF808524102594,866$12,8073.29%
10WAL-MART STORES INCWMT138,720$12,1783.13%
11RAYTHEON TECHNOLOGIES CORTX73,874$9,7852.52%
12VERIZON COMMUNICATIONSVZ212,186$9,6252.48%
13BROADCOM INCAVGO56,429$9,4482.43%
14BERKSHIRE HATHAWAY CL BBRK-A17,712$9,4332.43%
15CHEVRON CORPCVX55,279$9,2482.38%
16VISA INC CL AV25,019$8,7682.25%
17ADVANCED MICRO DEVICESAMD76,826$7,8932.03%
18PEPSICO INCPEP50,250$7,5341.94%
19VANGUARD MEGA CAP GROWTH INDEX92191081624,230$7,4841.92%
20BRITISH AMERICAN TOBACCO PLC110448107176,320$7,2941.88%
21CORNING INCGLW155,477$7,1181.83%
22ASTRAZENECA PLCAZN75,480$5,5481.43%
23LOWES COMPANIES INC54866110722,807$5,3191.37%
24ISHARES US MEDICAL DEVICES ETF46428881086,572$5,2111.34%
25NORTHROP GRUMMAN CORPNOC10,086$5,1641.33%
26THERMO FISHER SCIENTIFIC, INC.TMO10,118$5,0351.29%
27NEWMONT MINING CORPNEMCL102,928$4,9691.28%
28ZOETIS INCZTS28,745$4,7331.22%
29NVIDIA CORPNVDA43,230$4,6851.20%
30UNION PACIFIC CORPUNP16,681$3,9411.01%
31MCDONALDS CORPMCD11,937$3,7290.96%
32BAKER HUGHES CO. CLASS ABKR82,485$3,6250.93%
33TELEDYNE TECHNOLOGIES INCTDY7,221$3,5940.92%
34SECTOR SPDR ENERGY SELECT SHAR81369Y50637,908$3,5430.91%
35ADOBE SYSTEMS INCADBE9,007$3,4540.89%
36SCHWAB INTERNATIONAL EQUITY808524805170,114$3,3650.87%
37CHIPOTLE MEXICAN GILL INCCMG66,070$3,3170.85%
38PALO ALTO NETWORKS INCPANW19,243$3,2840.84%
39GARMIN LTDGRMN14,479$3,1440.81%
40THALES SA F UNSPONSORED ADR 188321920656,543$3,0180.78%
41NETFLIX INCNFLX3,133$2,9220.75%
42IBM CORPINTR11,535$2,8680.74%
43ZSCALER INCZS14,258$2,8290.73%
44KENVUE INCKVUE112,668$2,7020.69%
45ROLLINS INCROL39,345$2,1260.55%
46COCA-COLA COKO28,499$2,0410.52%
47GOLDMAN SACHS GROUP INCGSCE3,705$2,0240.52%
48INVESCO S&P 500 EQ WT TECHNOLOIVZ57,163$1,9550.50%
49ISHARES NASDAQ BIOTECH INDX46428755615,070$1,9270.50%
50PHILIP MORRIS INTERNATIONAL IN71817210911,187$1,7760.46%
51JPMORGAN INTERN RESRCH ENH EQT46641Q13425,535$1,6270.42%
52GLDMN SCH EQL WGHT US LRG CAPNVGLF20,804$1,5820.41%
53SPDR GOLD MINISHARESGLDW24,221$1,4990.39%
54ROSS STORES INCROST10,693$1,3660.35%
55ALTRIA GROUP INCMO21,933$1,3160.34%
56SPDR S&P 500 ETFSPY1,819$1,0180.26%
57CARETRUST REIT INCCTRE33,150$9470.24%
58EXXON MOBIL CORPXOM7,028$8360.21%
59SCHWAB US DIVIDEND EQUITY ETF80852479728,119$7860.20%
60APPLIED MATERIALS INC0382221055,000$7260.19%
61ALPHABET INC CLASS CGOOG4,349$6790.17%
62MONDELEZ INTERNATIONAL INC6092071058,875$6020.15%
63SCHWAB U.S. LARGE-CAP GROWTH E80852430020,228$5070.13%
64CISCO SYSTEMS INCCSCO6,830$4210.11%
65INVESCO QQQ TRUSTIVZ828$3880.10%
66META PLATFORMS INCMETA633$3650.09%
67BECTON, DICKSON AND COMPANYBDX1,475$3380.09%
68INDUSTRIAL SELECT SECTOR81369Y7042,503$3280.08%
69ISHARES GOLD ETFIAU4,505$2660.07%
70TARGET CORPTGT2,525$2640.07%
71WALT DISNEY CO2546871062,100$2070.05%