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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

NORTHEAST INVESTMENT MANAGEMENT

Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001082215-25-000008

Total Value
$2.48B
Positions
181
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (181)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPNVDA1,195,791$223.1M8.98%
2APPLE INCAAPL640,269$163.0M6.57%
3MICROSOFT CORPMSFT255,207$132.2M5.32%
4ALPHABET INC CL AGOOG533,198$129.6M5.22%
5AMAZON.COM INCAMZN537,493$118.0M4.75%
6COSTCO WHOLESALE CORP22160K10592,296$85.4M3.44%
7VISA INC CL AV244,635$83.5M3.36%
8META PLATFORMS INC CL AMETA106,375$78.1M3.15%
9VANGUARD S&P 500 ETF922908363110,837$67.9M2.73%
10BERKSHIRE HATHAWAY INC CL BBRK-A134,771$67.8M2.73%
11JPMORGAN CHASE & COVYLD195,831$61.8M2.49%
12ABB LTD SP ADRABLZF717,015$51.6M2.08%
13UNION PACIFIC CORPUNP184,381$43.6M1.76%
14INTUITIVE SURGICAL INCISRG93,738$41.9M1.69%
15ELI LILLY & COLLY54,142$41.3M1.66%
16LOWES COS INC548661107161,795$40.7M1.64%
17THERMO FISHER SCIENTIFIC INCTMO83,414$40.5M1.63%
18WALMART INCWMT377,436$38.9M1.57%
19BLACKSTONE INC COMBX207,471$35.4M1.43%
20GOLDMAN SACHS GROUP INCGSCE41,745$33.2M1.34%
21ASML HOLDING NVASMLF33,339$32.3M1.30%
22DANAHER CORP235851102162,158$32.1M1.29%
23AMERICAN TOWER CORP03027X100167,051$32.1M1.29%
24JOHNSON & JOHNSONJNJ172,245$31.9M1.29%
25VANGUARD SMALL CAP ETF922908751125,578$31.9M1.29%
26WASTE MANAGEMENT INC94106L109137,657$30.4M1.22%
27NEXTERA ENERGY INCNEE-PW387,767$29.3M1.18%
28UNITED RENTALS INCURI30,107$28.7M1.16%
29PALO ALTO NETWORKS INCPANW140,227$28.6M1.15%
30VANGUARD DIV APPREC ETF921908844127,104$27.4M1.10%
31SERVICENOW INCNOW28,719$26.4M1.06%
32ALPHABET INC CL CGOOG103,619$25.2M1.02%
33VANGUARD FTSE DEV MKT ETF921943858419,287$25.1M1.01%
34MCDONALDS CORPMCD81,305$24.7M0.99%
35NETFLIX INCNFLX20,000$24.0M0.97%
36HONEYWELL INTL INC438516106109,983$23.2M0.93%
37VANGUARD MID CAP ETF92290862970,935$20.8M0.84%
38TJX COS INC872540109143,323$20.7M0.83%
39BLACKROCK INCBLK16,770$19.6M0.79%
40EXXON MOBIL CORPXOM173,016$19.5M0.79%
41DEERE & CODE38,775$17.7M0.71%
42DISNEY WALT CO254687106152,524$17.5M0.70%
43CHEVRON CORPCVX104,554$16.2M0.65%
44SPOTIFY TECHNOLOGY SASPOT22,964$16.0M0.65%
45VANGUARD MEGA GROWTH IND92191081638,609$15.5M0.63%
46PROCTER AND GAMBLE CO74271810995,156$14.6M0.59%
47ACCENTURE PLC IRELAND CLASS AACN50,204$12.4M0.50%
48ABBOTT LABORATORIESABLZF91,214$12.2M0.49%
49SHERWIN WILLIAMS COSHW34,878$12.1M0.49%
50UBER TECHNOLOGIES INCUBER116,465$11.4M0.46%
51VANGUARD LARGE CAP ETF92290863734,100$10.5M0.42%
52TESLA INCTSLA23,142$10.3M0.41%
53MASTERCARD INCORPORATED CL AMA17,130$9.7M0.39%
54VANGUARD FTSE EMERG MKT ETF922042858173,013$9.4M0.38%
55PEPSICO INCPEP64,278$9.0M0.36%
56CATERPILLAR INCCAT17,973$8.6M0.35%
57BANK OF AMERICA CORP060505104149,863$7.7M0.31%
58SPDR S&P 500 ETF TRSPY8,320$5.5M0.22%
59CHURCH & DWIGHT INCCHD62,323$5.5M0.22%
60Ge Vernova IncGEV8,587$5.3M0.21%
61VANGUARD ALL WORLD EX-US ETF92204277571,743$5.1M0.21%
62ISHARES CORE S&P 500 ETF4642872007,543$5.0M0.20%
63HOME DEPOT INCHD12,297$5.0M0.20%
64LOCKHEED MARTIN CORPLMT9,433$4.7M0.19%
65CLOROX COCLX34,489$4.3M0.17%
66COLGATE PALMOLIVE COCL50,519$4.0M0.16%
67NOVARTIS AG SP ADRNVSEF30,970$4.0M0.16%
68MORGAN STANLEYMS-PQ24,397$3.9M0.16%
69MERCK & CO INCMRK44,733$3.8M0.15%
70VANGUARD VALUE ETF92290874418,638$3.5M0.14%
71CISCO SYSTEMS INCCSCO50,236$3.4M0.14%
72AIR PRODS & CHEMS INCAIIR11,004$3.0M0.12%
73TOAST INC CL ATOST81,889$3.0M0.12%
74T ROWE PRICE GROUP INCTROW27,938$2.9M0.12%
75MONDELEZ INTL INC CL A60920710544,174$2.8M0.11%
76ABBVIE INCABBV11,526$2.7M0.11%
77RTX CORPORATIONRTX15,383$2.6M0.10%
78QUANTA SVCS INC COM74762E1026,129$2.5M0.10%
79EMERSON ELECTRIC COEMR18,405$2.4M0.10%
80COCA-COLA COKO33,152$2.2M0.09%
81ISHARES RUSSELL 1000 GROWTH ET4642876144,666$2.2M0.09%
82AMCOR PLCAMCCF262,850$2.2M0.09%
83NIKE INC CL BNKE30,435$2.1M0.09%
84INVESCO QQQ TR UNIT SER 1IVZ3,397$2.0M0.08%
85ORACLE CORPORCL-PD7,123$2.0M0.08%
86TAIWAN SEMICONDUCTOR MFG LTD S8740391007,105$2.0M0.08%
87VANGUARD TOTAL STOCK MKT9229087695,558$1.8M0.07%
88ISHARES RUSSELL 1000 VAL ETF4642875988,850$1.8M0.07%
89INTL BUSINESS MACHINESINTR6,384$1.8M0.07%
90AUTOMATIC DATA PROCESSING INCADP6,035$1.8M0.07%
91EASTERN BANKSHARES INCEBC96,931$1.8M0.07%
92FASTENAL COFAST33,600$1.6M0.07%
93ECOLAB INCECL5,693$1.6M0.06%
94WILLIAMS COS INC96945710024,557$1.6M0.06%
95QUALCOMM INCQCOM9,203$1.5M0.06%
96AT&T INCT-PC47,584$1.3M0.05%
973M COMMM8,545$1.3M0.05%
98NUCOR CORPNUE9,600$1.3M0.05%
99KKR & CO INC CL AKKRT9,829$1.3M0.05%
100AMGEN INCAMGN4,451$1.3M0.05%
101ISHARES MSCI EMERG MKT ETF46428723423,034$1.2M0.05%
102ISHARES MSCI EAFE ETF46428746512,806$1.2M0.05%
103CORNING INCGLW13,957$1.1M0.05%
104SCHLUMBERGER LTDSLB32,295$1.1M0.04%
105VERIZON COMMUNICATIONS INCVZ24,995$1.1M0.04%
106PHILIP MORRIS INTL INC7181721096,448$1.0M0.04%
107WELLS FARGO CO94974610111,918$998,9670.04%
108PFIZER INCPFE39,197$998,7300.04%
109INTEL CORPINTC26,630$893,4360.04%
110CROWDSTRIKE HOLDINGS INC CL ACRWD1,757$861,5980.03%
111ADVANCED MICRO DEVICES INCAMD4,979$805,5520.03%
112UNILEVER PLC SP ADRUNLYF13,092$776,0940.03%
113ISHARES CORE S&P TTL STOCK4642871505,217$759,8560.03%
114SYSCO CORPSYY9,179$755,7990.03%
115PALANTIR TECHNOLOGIES INC CL APLTR4,137$754,6720.03%
116GE AEROSPACE3696043012,483$746,9360.03%
117SELECT SECTOR SPDR TR TECHNOLO81369Y8032,638$743,5470.03%
118ARISTA NETWORKS INCANET4,850$706,6930.03%
119KIMBERLY CLARK CORPKMB5,667$704,5750.03%
120CHUBB LIMITEDCB2,489$702,5200.03%
121MOTOROLA SOLUTIONS INCMSI1,455$665,3570.03%
122VANGUARD ESG US STOCK ETF9219107335,479$648,9330.03%
123VANGUARD SMALL CAP GROWTH ETF9229085952,061$613,3950.02%
124WEYERHAEUSER COWY24,277$601,8270.02%
125US BANCORP DELUSB-PS12,431$600,7900.02%
126AKAMAI TECHNOLOGIES INCAKAM7,890$597,7460.02%
127VANGUARD HIGH DIV YIELD9219464064,004$564,4330.02%
128GENERAL MILLS INC37033410410,806$544,8390.02%
129TRAVELERS COMPANIES INCTRV1,800$502,5960.02%
130VANGUARD UTILITIES ETF92204A8762,498$473,0550.02%
131VANGUARD REAL ESTATE ETF9229085535,081$464,5050.02%
132HILTON WORLDWIDE HOLDINGS INCHLT1,758$456,0960.02%
133SHELL PLC SPON ADSRYDAF6,316$451,7830.02%
134AMERICAN ELECTRIC POWER INC0255371013,901$438,8930.02%
135ISHARES RUSSELL 2000 ETF4642876551,790$433,1080.02%
136METTLER TOLEDO INTERNATIONALMTD346$424,7530.02%
137HERSHEY COHSY2,266$423,8550.02%
138CONOCOPHILLIPSCOP4,460$421,8710.02%
139BP PLC SP ADRBPPFF11,997$413,4170.02%
140ISHARES RUS MID CAP ETF4642874994,209$406,3790.02%
141ILLINOIS TOOL WORKS INC4523081091,525$397,6590.02%
142TYLER TECHNOLOGIES INCTYL725$379,2910.02%
143STATE STREET CORPSTT-PG3,055$354,4110.01%
144CVS HEALTH CORPCVS4,648$350,4130.01%
145NEWMONT CORPNEMCL4,000$337,2400.01%
146ISHARES BITCOIN TRUST ETF SHSIBIT5,150$334,7500.01%
147ISHARES SELECT DIV ETF4642871682,341$332,6560.01%
148IDEXX LABORATORIES INC45168D104519$331,5840.01%
149Vaneck Etf Trust Mrngstr Wde M92189F6433,316$328,6490.01%
150ISHARES S&P MC 400GR ETF4642876063,402$326,2180.01%
151ISHARES CORE S&P MCP ETF4642875074,789$312,5300.01%
152ARCHER DANIELS MIDLAND COADM5,219$311,7830.01%
153STARBUCKS CORPSBUX3,613$305,6600.01%
154BRISTOL-MYERS SQUIBB COCELG-RI6,705$302,3950.01%
155EOG RESOURCES INCEOG2,640$295,9970.01%
156EDINBURGH WORLDWIDE GBPG29361113108,000$294,4250.01%
157INTERNATIONAL FLAVORS & FRAGRA4595061014,700$289,2380.01%
158KELLANOVA COMBEKE3,485$285,8400.01%
159NB BANCORP INCNBBK16,000$282,4000.01%
160ONEOK INC COMOKE3,820$278,7450.01%
161EQUIFAX INCEFX1,075$275,7700.01%
162CORTEVA INCCTVA3,957$267,6120.01%
163VANGUARD ESG INTL STOCK ETF9219107253,794$263,1900.01%
164UNITED PARCEL SERVICE INC CL BUPS3,120$260,6140.01%
165CARRIER GLOBAL CORPORATIONCARR4,264$254,5610.01%
166SALESFORCE INCCRM1,059$250,9830.01%
167VANGUARD ENERGY92204A3061,975$248,5730.01%
168DONALDSON INCDCI3,035$248,4150.01%
169ISHARES S&P 500 GROWTH ETF4642873092,004$241,9230.01%
170ALTRIA GROUP INCMO3,659$241,7140.01%
171SOUTHERN COSOMN2,414$228,7460.01%
172SPDR S&P MID CAP 400 ETF TRMDY372$221,7230.01%
173WABTEC CORP9297401081,101$220,7170.01%
174EASTGROUP PROPERTY INC2772761011,300$220,0380.01%
175SNAP ON INCSNA625$216,5810.01%
176STRYKER CORPSYK583$215,5180.01%
177CANADIAN NATIONAL RAILWAY CO1363751022,270$214,0610.01%
178XYLEM INCXYL1,436$211,8100.01%
179ENTERPRISE PRODUCTS PARTNERS L2937921076,749$211,0410.01%
180KENVUE INCKVUE12,701$206,1370.01%
181ANALOG DEVICES INCADI823$202,2110.01%