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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 CHAS P & ASSOCIATES PA CPAS

Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001082509-26-000001

Total Value
$1.99B
Positions
179
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (174)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPHABET INCGOOG388,888$122.0M6.42%
2APPLE INCAAPL437,009$118.8M6.25%
3JPMORGAN CHASE & CO.VYLD303,695$97.9M5.15%
4MICROSOFT CORPMSFT190,445$92.1M4.84%
5BERKSHIRE HATHAWAY INC DELBRK-A164,404$82.6M4.35%
6WALMART INCWMT738,924$82.3M4.33%
7HOME DEPOT INCHD190,635$65.6M3.45%
8ISHARES TR46428720079,891$54.7M2.88%
9VISA INCV155,587$54.6M2.87%
10JOHNSON & JOHNSONJNJ256,889$53.2M2.80%
11MCDONALDS CORPMCD173,179$52.9M2.78%
12INVESCO QQQ TRIVZ81,876$50.3M2.65%
13CHUBB LIMITEDCB157,607$49.2M2.59%
14FIRST TR EXCH TRADED FD III33739P8552,380,461$46.2M2.43%
15LOCKHEED MARTIN CORPLMT91,882$44.4M2.34%
16GENERAL DYNAMICS CORPGD127,103$42.8M2.25%
17UNITEDHEALTH GROUP INCUNH126,585$41.8M2.20%
18AMAZON COM INCAMZN180,494$41.7M2.19%
19FIRST TR EXCHANGE-TRADED FD33741X1021,027,452$39.4M2.07%
20MERCK & CO INCMRK370,936$39.0M2.05%
21AMGEN INCAMGN118,287$38.7M2.04%
22PROCTER AND GAMBLE CO742718109269,954$38.7M2.03%
23PEPSICO INCPEP259,734$37.3M1.96%
24INVESCO EXCH TRADED FD TR IIIVZ145,736$36.9M1.94%
25ACCENTURE PLC IRELANDACN126,435$33.9M1.78%
26AIR PRODS & CHEMS INCAIIR133,612$33.0M1.74%
27ILLINOIS TOOL WKS INC452308109119,771$29.5M1.55%
28NOVO-NORDISK A SNONOF570,711$29.0M1.53%
29UNION PAC CORPUNP119,286$27.6M1.45%
30AUTOMATIC DATA PROCESSING INADP102,471$26.4M1.39%
31SPDR S&P 500 ETF TRSPY35,955$24.5M1.29%
32HERSHEY COHSY127,517$23.2M1.22%
33ISHARES TR46434V621304,569$21.1M1.11%
34FIDELITY COMWLTH TR315912808150,919$13.8M0.73%
35FIDELITY COVINGTON TRUST316092790179,903$13.6M0.72%
36ISHARES TR46428762233,477$12.5M0.66%
37SPDR DOW JONES INDL AVERAGE78467X10923,117$11.1M0.58%
38CISCO SYS INCCSCO130,539$10.1M0.53%
39BERKSHIRE HATHAWAY INC DELBRK-A13$9.8M0.52%
40ISHARES TR46428780479,363$9.5M0.50%
41CAPITAL ONE FINL CORP14040H10538,366$9.3M0.49%
42PROSHARES TR74347R107114,946$6.7M0.35%
43LOWES COS INC54866110723,852$5.8M0.30%
44DIREXION SHS ETF TR25459W86225,277$5.6M0.29%
45ISHARES TR46428749956,623$5.5M0.29%
46ORACLE CORPORCL-PD26,837$5.2M0.28%
47ISHARES TR46428765520,772$5.1M0.27%
48SELECT SECTOR SPDR TR81369Y30863,782$5.0M0.26%
49SELECT SECTOR SPDR TR81369Y20931,924$4.9M0.26%
50SPDR S&P MIDCAP 400 ETF TRMDY7,568$4.6M0.24%
51ISHARES TR46428770534,630$4.6M0.24%
52NEXTERA ENERGY INCNEE-PW43,695$3.5M0.18%
53VANGUARD STAR FDS92190976844,586$3.4M0.18%
54COSTCO WHSL CORP NEW22160K1053,493$3.0M0.16%
55ALPHABET INCGOOG9,554$3.0M0.16%
56INVESCO EXCHANGE TRADED FD TIVZ14,419$2.8M0.15%
57NVIDIA CORPORATIONNVDA14,658$2.7M0.14%
58EXXON MOBIL CORPXOM22,017$2.6M0.14%
59CHEVRON CORP NEWCVX15,297$2.3M0.12%
60SOUTHERN COSOMN24,885$2.2M0.11%
61META PLATFORMS INCMETA2,541$1.7M0.09%
62VANGUARD TAX-MANAGED FDS92194385824,399$1.5M0.08%
63VANGUARD WORLD FD92204A5045,291$1.5M0.08%
64SELECT SECTOR SPDR TR81369Y50633,912$1.5M0.08%
65ISHARES TR46428723426,000$1.4M0.07%
66DIMENSIONAL ETF TRUST25434V40118,728$1.4M0.07%
67THE BALDWIN INSURANCE GRP IN05589G10257,260$1.4M0.07%
68ELI LILLY & COLLY1,214$1.3M0.07%
69COCA COLA COKO17,796$1.2M0.07%
70RTX CORPORATIONRTX6,719$1.2M0.06%
71BROADCOM INCAVGO3,546$1.2M0.06%
72GOLDMAN SACHS GROUP INCGSCE1,270$1.1M0.06%
73INTERNATIONAL BUSINESS MACHSINTR3,428$1.0M0.05%
74CURTISS WRIGHT CORPCW1,822$1.0M0.05%
75VANGUARD INDEX FDS9229087692,982$999,7750.05%
76CATERPILLAR INCCAT1,717$983,6180.05%
77GLOBAL X FDS37954Y88911,840$973,5640.05%
78ABBVIE INCABBV4,249$970,8540.05%
79JBT MAREL CORPORATIONJBTM6,221$937,3180.05%
80COLGATE PALMOLIVE COCL11,082$875,7240.05%
81DIMENSIONAL ETF TRUST25434V72418,697$871,0930.05%
82TRUIST FINL CORP89832Q10917,005$836,8060.04%
83ADOBE INCADBE2,027$709,4300.04%
84ISHARES TR4642873095,683$700,5160.04%
85DIMENSIONAL ETF TRUST25434V60911,646$693,4030.04%
86VERIZON COMMUNICATIONS INCVZ16,890$687,9100.04%
87MASTERCARD INCORPORATEDMA1,186$677,0640.04%
88VANGUARD INDEX FDS9229087512,512$647,9700.03%
89DIMENSIONAL ETF TRUST25434V5009,260$645,1440.03%
90VANGUARD SPECIALIZED FUNDS9219088442,930$643,9550.03%
91SCHWAB STRATEGIC TR80852430019,624$640,1350.03%
92TESLA INCTSLA1,394$626,9100.03%
93SOUTHSTATE BK CORP84472E1026,660$626,7730.03%
94PNC FINL SVCS GROUP INC6934751052,908$606,8870.03%
95US BANCORP DELUSB-PS11,357$606,0010.03%
96J P MORGAN EXCHANGE TRADED F46654Q20310,416$605,3780.03%
97MARRIOTT INTL INC NEW5719032021,875$581,7000.03%
98DUKE ENERGY CORP NEWDUKB4,934$578,3450.03%
99WASTE MGMT INC DEL94106L1092,609$573,2230.03%
100AT&T INCT-PC22,273$553,2490.03%
101ABBOTT LABSABLZF4,403$551,6520.03%
102BANK AMERICA CORP0605051049,431$518,7050.03%
103SLB LIMITEDSLB13,419$515,0210.03%
104FIDELITY COVINGTON TRUST3160926006,910$513,2750.03%
105ISHARES TR4642871683,624$511,4910.03%
106PHILIP MORRIS INTL INC7181721093,156$506,2220.03%
1073M COMMM3,019$483,4060.03%
108SELECT SECTOR SPDR TR81369Y6058,809$482,4690.03%
109ALTRIA GROUP INCMO8,344$481,1150.03%
110DEERE & CODE1,018$473,9500.02%
111VANGUARD WHITEHALL FDS9219464063,245$465,7220.02%
112L3HARRIS TECHNOLOGIES INCLHX1,582$464,3370.02%
113PROSHARES TR74347X8318,705$458,9060.02%
114ISHARES TR46434V40710,040$430,4260.02%
115CONSTELLATION ENERGY CORPCEG1,209$427,1030.02%
116SELECT SECTOR SPDR TR81369Y8032,952$424,9990.02%
117PROSHARES TR74347G2429,000$410,6700.02%
118DISNEY WALT CO2546871063,530$401,6250.02%
119PFIZER INCPFE16,091$400,6600.02%
120NUVEEN VRIABL RAT PFD & INMNU21,000$399,6300.02%
121BECTON DICKINSON & COBDX2,032$394,3500.02%
122ETFIS SER TR I26923G82218,000$387,9000.02%
123ISHARES TR4642874081,697$359,8830.02%
124SPDR SERIES TRUST78464A3594,008$357,5140.02%
125ISHARES TR4642874812,600$356,0440.02%
126PAYCHEX INCPAYX3,138$352,0210.02%
127AMERICAN EXPRESS COAXP948$350,7130.02%
128FIDELITY MERRIMACK STR TR3161887057,818$345,0080.02%
129NUVEEN PFD & INCOME OPPORTUNNU42,500$344,6750.02%
130ISHARES TR4642878793,027$344,2590.02%
131VANGUARD INDEX FDS922908736701$341,9900.02%
132AON PLCAON965$340,5290.02%
133ISHARES TR464287101980$336,1110.02%
134HUNTINGTON BANCSHARES INCHBANP19,283$334,5600.02%
135TAIWAN SEMICONDUCTOR MFG LTD8740391001,079$327,8970.02%
136HONEYWELL INTL INC4385161061,670$325,7610.02%
137UNITED PARCEL SERVICE INCUPS3,217$319,1190.02%
138VANGUARD INTL EQUITY INDEX F9220427754,325$318,1470.02%
139OLD DOMINION FREIGHT LINE INODFL1,980$310,4640.02%
140FIFTH THIRD BANCORPFITBM6,628$310,2570.02%
141MICRON TECHNOLOGY INCMU1,080$308,2430.02%
142FIDELITY COVINGTON TRUST3160925013,965$308,2390.02%
143BRISTOL-MYERS SQUIBB COCELG-RI5,701$307,5120.02%
144INVESCO CURRENCYSHARES AUSTR46090N1034,500$297,4450.02%
145CONOCOPHILLIPSCOP3,176$297,2590.02%
146CORNING INCGLW3,363$294,4640.02%
147MEDTRONIC PLCMDT3,037$291,6860.02%
148PROSHARES TR74347X8235,000$289,5500.02%
149SCHWAB STRATEGIC TR80852410210,690$280,3990.01%
150SPDR GOLD TRGLD702$278,2100.01%
151DIMENSIONAL ETF TRUST25434V7086,959$275,5070.01%
152SEMPRASREA3,100$273,6990.01%
153EVERGY INCEVRG3,735$270,7500.01%
154SPDR SERIES TRUST78468R2008,737$268,4880.01%
155ROYAL BK CDA7800871021,573$268,1810.01%
156ISHARES TR46429B6632,198$267,2990.01%
157GE AEROSPACE369604301839$258,4370.01%
158ISHARES TR4642885133,030$244,3090.01%
159BLACKROCK INCBLK228$244,0380.01%
160NETFLIX INCNFLX2,591$242,9320.01%
161PIMCO INCOME STRATEGY FD II72201J10432,151$241,1330.01%
162PARKER-HANNIFIN CORPPH271$238,1980.01%
163ISHARES TR4642886044,284$237,6050.01%
164VANGUARD WORLD FD9219107331,957$236,7190.01%
165ISHARES TR464287614498$235,7030.01%
166ENBRIDGE INCENNPF4,724$225,9390.01%
167CITIGROUP INCC-PR1,811$211,3260.01%
168ISHARES TR4642885053,184$207,0010.01%
169KENVUE INCKVUE11,956$206,2410.01%
170VANGUARD INDEX FDS922908629710$206,0560.01%
171VANGUARD INTL EQUITY INDEX F9220428583,810$204,8260.01%
172FIDELITY COVINGTON TRUST316092808904$203,1020.01%
173INTEL CORPINTC5,444$200,8710.01%
174GRAB HOLDINGS LIMITEDGRABW11,000$54,8900.00%