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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

Fundamentun, LLC

Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001085146-25-002481

Total Value
$1.88B
Positions
316
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (316)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287150986,886$120.4M6.42%
2DIMENSIONAL ETF TRUST25434V7083,315,673$109.4M5.83%
3WISDOMTREE TRWT885,126$70.7M3.77%
4ALPS ETF TR00162Q3462,651,970$68.6M3.66%
5COLUMBIA ETF TR I19761L7061,894,985$62.9M3.35%
6DIMENSIONAL ETF TRUST25434V8721,346,097$56.6M3.02%
7SPDR SER TR78464A6491,911,365$48.8M2.60%
8BLACKROCK ETF TRUSTBLK948,646$46.3M2.46%
9ISHARES TR46435G219886,851$39.9M2.13%
10PIMCO EQUITY SER72202L3711,221,889$39.1M2.08%
11PIMCO ETF TR72201R5851,385,347$36.5M1.95%
12ISHARES TR46435G672687,632$34.4M1.83%
13SCHWAB STRATEGIC TR8085247971,186,861$33.2M1.77%
14MICROSOFT CORPMSFT87,077$32.7M1.74%
15ISHARES TR464287242297,090$32.3M1.72%
16ISHARES TR46428720054,653$30.7M1.64%
17VANGUARD INDEX FDS92290873679,944$29.6M1.58%
18VANGUARD MALVERN FDS922020805528,523$26.4M1.41%
19SPDR SER TR78468R200840,185$25.9M1.38%
20APPLE INCAAPL115,275$25.6M1.36%
21J P MORGAN EXCHANGE TRADED F46641Q332444,967$25.4M1.35%
22AMPLIFY ETF TR032108409583,681$23.8M1.27%
23ISHARES TR464287598120,773$22.7M1.21%
24INVESCO EXCHANGE TRADED FD TIVZ130,852$22.7M1.21%
25ALPHABET INCGOOG144,250$22.3M1.19%
26BERKSHIRE HATHAWAY INC DELBRK-A40,460$21.5M1.15%
27VANGUARD INTL EQUITY INDEX F922042775348,609$21.1M1.13%
28WISDOMTREE TRWT545,437$20.1M1.07%
29NVIDIA CORPORATIONNVDA180,108$19.5M1.04%
30AMAZON COM INCAMZN100,933$19.2M1.02%
31BROADCOM INCAVGO109,931$18.4M0.98%
32AMERICAN CENTY ETF TR025072802258,579$18.0M0.96%
33DIMENSIONAL ETF TRUST25434V732627,949$16.6M0.89%
34META PLATFORMS INCMETA24,927$14.4M0.77%
35NETFLIX INCNFLX15,064$14.0M0.75%
36DIMENSIONAL ETF TRUST25434V856326,994$13.8M0.73%
37JPMORGAN CHASE & CO.VYLD52,872$13.0M0.69%
38VANGUARD WORLD FD92191081641,620$12.9M0.69%
39ISHARES TR46434V621197,262$12.2M0.65%
40ISHARES TR46434V381209,512$12.1M0.64%
41UNITEDHEALTH GROUP INCUNH20,116$10.5M0.56%
42AMERICAN EXPRESS COAXP38,797$10.4M0.56%
43FRANKLIN TEMPLETON ETF TRFGDL192,979$10.2M0.55%
44MASTERCARD INCORPORATEDMA18,372$10.1M0.54%
45MERCK & CO INCMRK112,002$10.1M0.54%
46UBER TECHNOLOGIES INCUBER133,329$9.7M0.52%
47CITIGROUP INCC-PR136,059$9.7M0.51%
48PACER FDS TR69374H873303,059$9.5M0.51%
49WALMART INCWMT106,366$9.3M0.50%
50SALESFORCE INCCRM34,393$9.2M0.49%
51BOOKING HOLDINGS INCBKNG2,002$9.2M0.49%
52HOME DEPOT INCHD25,025$9.2M0.49%
53ISHARES TR464287507151,427$8.8M0.47%
54FIRST TR EXCHNG TRADED FD VI33740F763174,604$8.5M0.45%
55DIMENSIONAL ETF TRUST25434V617125,037$7.7M0.41%
56ADOBE INCADBE19,612$7.5M0.40%
57BANK AMERICA CORP060505104175,882$7.3M0.39%
58FIDELITY COVINGTON TRUST31609A503234,037$7.3M0.39%
59PROCTER AND GAMBLE CO74271810941,809$7.1M0.38%
60CHEVRON CORP NEWCVX41,624$7.0M0.37%
61ELI LILLY & COLLY8,284$6.8M0.36%
62CRH PLCCRH77,110$6.8M0.36%
63AMGEN INCAMGN21,382$6.7M0.35%
64FRANKLIN TEMPLETON ETF TRFGDL326,870$6.6M0.35%
65DIREXION SHS ETF TR25460E307215,231$6.3M0.34%
66SCHLUMBERGER LTDSLB146,908$6.1M0.33%
67GENERAL DYNAMICS CORPGD21,831$6.0M0.32%
68FIDELITY MERRIMACK STR TR316188309129,245$5.9M0.31%
69NOVO-NORDISK A SNONOF84,046$5.8M0.31%
70SIMPLIFY EXCHANGE TRADED FUN82889N764197,148$5.6M0.30%
71VANGUARD INDEX FDS92290876920,242$5.6M0.30%
72CHENIERE ENERGY INCLNG24,000$5.6M0.30%
73RTX CORPORATIONRTX40,807$5.4M0.29%
74VANGUARD TAX-MANAGED FDS921943858106,210$5.4M0.29%
75INNOVATOR ETFS TRUSTINHD170,122$5.3M0.28%
76ABBVIE INCABBV25,445$5.3M0.28%
77NEXTERA ENERGY INCNEE-PW72,440$5.1M0.27%
78COSTCO WHSL CORP NEW22160K1055,425$5.1M0.27%
79ISHARES TR46432F84267,542$5.1M0.27%
80VANGUARD BD INDEX FDS92193783569,556$5.1M0.27%
81EXXON MOBIL CORPXOM42,750$5.1M0.27%
82FIDELITY COVINGTON TRUST316092527128,627$5.0M0.27%
83FLEXSHARES TRFLEX74,749$4.8M0.25%
84VANGUARD INDEX FDS92290862918,181$4.7M0.25%
85THERMO FISHER SCIENTIFIC INCTMO8,756$4.4M0.23%
86FIRST TR EXCHNG TRADED FD VI33740F888172,200$4.3M0.23%
87VANGUARD INDEX FDS9229083637,935$4.1M0.22%
88SCHWAB STRATEGIC TR808524102188,936$4.1M0.22%
89DIMENSIONAL ETF TRUST25434V104103,598$4.0M0.21%
90ALPHABET INCGOOG25,412$4.0M0.21%
91ISHARES TR46428863873,934$3.9M0.21%
92ISHARES TR46428780435,212$3.7M0.20%
93PHILLIPS 66PSX29,683$3.7M0.20%
94SPDR INDEX SHS FDS78463X15261,385$3.4M0.18%
95DIGITAL RLTY TR INC25386810323,427$3.4M0.18%
96TETRA TECH INC NEWTTEK109,890$3.2M0.17%
97JOHNSON & JOHNSONJNJ18,854$3.1M0.17%
98DIMENSIONAL ETF TRUST25434V62549,636$3.0M0.16%
99CONOCOPHILLIPSCOP28,520$3.0M0.16%
100MEDTRONIC PLCMDT32,680$2.9M0.16%
101PEPSICO INCPEP19,446$2.9M0.16%
102T ROWE PRICE ETF INC87283Q40472,151$2.9M0.16%
103PACER FDS TR69374H56899,095$2.8M0.15%
104ADVANCED MICRO DEVICES INCAMD27,284$2.8M0.15%
105SPDR SER TR78464A50852,051$2.7M0.14%
106SPDR SER TR78464A85439,918$2.6M0.14%
107SIMPLIFY EXCHANGE TRADED FUN82889N69985,737$2.5M0.14%
108ISHARES SILVER TRSLV81,567$2.5M0.13%
109L3HARRIS TECHNOLOGIES INCLHX11,870$2.5M0.13%
110CISCO SYS INCCSCO40,067$2.5M0.13%
111FREEPORT-MCMORAN INCFCX64,519$2.4M0.13%
112VISA INCV6,781$2.4M0.13%
113GLOBAL X FDS37950E25928,453$2.3M0.12%
114MORGAN STANLEYMS-PQ19,402$2.3M0.12%
115HONEYWELL INTL INC43851610610,563$2.2M0.12%
116ISHARES TR46428862042,383$2.2M0.12%
117DUKE ENERGY CORP NEWDUKB17,720$2.2M0.12%
118COCA COLA COKO29,916$2.1M0.11%
119ABBOTT LABSABLZF16,139$2.1M0.11%
120BRISTOL-MYERS SQUIBB COCELG-RI33,806$2.1M0.11%
121BLACKROCK INCBLK2,146$2.0M0.11%
122ISHARES TR46434V27463,845$2.0M0.10%
123GOLDMAN SACHS PHYSICAL GOLD38150K10362,661$1.9M0.10%
124TEXAS INSTRS INC88250810410,248$1.8M0.10%
125PACER FDS TR69374H63443,870$1.8M0.10%
126TESLA INCTSLA6,840$1.8M0.09%
127WISDOMTREE TRWT38,976$1.7M0.09%
128FIRST TR EXCHANGE-TRADED FD33733E80766,631$1.7M0.09%
129SIMPLIFY EXCHANGE TRADED FUN82889N77256,063$1.6M0.09%
130NORTHROP GRUMMAN CORPNOC3,100$1.6M0.08%
131SIMPLIFY EXCHANGE TRADED FUN82889N64063,410$1.6M0.08%
132FIRST TR EXCHANGE-TRADED FD33733B10015,076$1.5M0.08%
133CATERPILLAR INCCAT4,553$1.5M0.08%
134INVESCO EXCHANGE TRADED FD TIVZ12,863$1.5M0.08%
135SPDR SER TR78468R66316,292$1.5M0.08%
136ISHARES TR46428746518,210$1.5M0.08%
137T ROWE PRICE ETF INC87283Q81829,658$1.5M0.08%
138LOCKHEED MARTIN CORPLMT3,285$1.5M0.08%
139MCDONALDS CORPMCD4,673$1.5M0.08%
140GLOBAL X FDS37954Y67338,253$1.4M0.08%
141SPDR S&P 500 ETF TRSPY2,476$1.4M0.07%
142ISHARES TR46428760615,920$1.3M0.07%
143ORACLE CORPORCL-PD9,330$1.3M0.07%
144VANGUARD WHITEHALL FDS92194640610,039$1.3M0.07%
145VANECK ETF TRUST92189F60117,132$1.3M0.07%
146JANUS DETROIT STR TR47103U84524,397$1.2M0.07%
147SELECT SECTOR SPDR TR81369Y8035,897$1.2M0.06%
148ILLINOIS TOOL WKS INC4523081094,893$1.2M0.06%
149EQT CORPEQT21,992$1.2M0.06%
150FIRST TR EXCHANGE-TRADED FD33741X10234,421$1.2M0.06%
151ELEVANCE HEALTH INCELV2,599$1.1M0.06%
152CROWDSTRIKE HLDGS INCCRWD3,203$1.1M0.06%
153PHILIP MORRIS INTL INC7181721097,078$1.1M0.06%
154COMCAST CORP NEWCCZ30,434$1.1M0.06%
155MIDDLEFIELD BANC CORP59630420439,404$1.1M0.06%
156FLEXSHARES TRFLEX44,828$1.1M0.06%
157ACCENTURE PLC IRELANDACN3,357$1.0M0.06%
158ISHARES TR4642876142,653$958,2960.05%
159LOWES COS INC5486611074,079$951,3720.05%
160ISHARES TR4642872269,517$941,4930.05%
161ALLSTATE CORPALL-PJ4,469$925,5900.05%
162CONSTELLATION ENERGY CORPCEG4,500$907,3690.05%
163GLOBAL X FDS37954Y63224,793$901,9760.05%
164ISHARES TR46428844828,757$892,0530.05%
165EATON CORP PLCETN3,278$891,1240.05%
166GE VERNOVA INCGEV2,898$884,7020.05%
167ISHARES INC4642866819,439$883,4580.05%
168UNITED PARCEL SERVICE INCUPS7,789$856,7690.05%
169SCHWAB CHARLES CORPSCHW-PJ10,927$855,3980.05%
170ISHARES TR4642877057,010$839,3170.04%
171MCKESSON CORPMCK1,217$819,1940.04%
172HARTFORD INSURANCE GROUP INCHIG-PG6,459$799,2540.04%
173BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.04%
174VANGUARD INDEX FDS9229086373,071$789,4080.04%
175DIMENSIONAL ETF TRUST25434V78126,752$779,0390.04%
176INVESCO QQQ TRIVZ1,660$778,7640.04%
177XCEL ENERGY INCXELLL10,826$766,4130.04%
178J P MORGAN EXCHANGE TRADED F46654Q20314,778$765,2500.04%
179WELLS FARGO CO NEW94974610110,628$762,9870.04%
180WORLD GOLD TRGLDW12,122$750,2310.04%
181J P MORGAN EXCHANGE TRADED F46641Q83714,806$749,6760.04%
182ISHARES TR4642876553,711$740,4310.04%
183TAPESTRY INCTPR10,064$708,6450.04%
184VANGUARD STAR FDS92190976811,378$706,6150.04%
185VANGUARD INDEX FDS9229087513,140$696,3300.04%
186ISHARES TR4642873097,421$688,9750.04%
187ISHARES TR4642877214,870$683,9930.04%
188WASTE MGMT INC DEL94106L1092,935$679,6710.04%
189AUTOMATIC DATA PROCESSING INADP2,205$673,7720.04%
190AMERIPRISE FINL INC03076C1061,391$673,5790.04%
191ISHARES TR4642876482,567$656,1770.03%
192ISHARES TR4642877885,669$639,7540.03%
193VANGUARD INTL EQUITY INDEX F92204285814,040$635,4810.03%
194HERSHEY COHSY3,669$627,5210.03%
195BOEING COBA-PA3,627$618,5850.03%
196ISHARES TR4642874997,053$600,0720.03%
197VANGUARD INDEX FDS9229087443,433$593,1550.03%
198INTERNATIONAL BUSINESS MACHSINTR2,249$559,2900.03%
199PROGRESSIVE CORP7433151031,970$557,5380.03%
200ISHARES INC4642863923,609$552,8270.03%
201ANALOG DEVICES INCADI2,731$550,7730.03%
202ALTRIA GROUP INCMO8,935$536,2960.03%
203BLACKSTONE INCBX3,812$532,9630.03%
204ETF OPPORTUNITIES TRUST26923N51220,572$516,5670.03%
205WISDOMTREE TRWT10,237$515,2280.03%
206SPDR GOLD TRGLD1,787$514,9060.03%
207WISDOMTREE TRWT9,010$505,6100.03%
208JANUS DETROIT STR TR47103U88610,155$499,1570.03%
209ISHARES TR46429B7474,771$493,7190.03%
210KKR & CO INCKKRT4,244$490,6610.03%
211PACER FDS TR69374H8818,950$490,1450.03%
212ADVANCED DRAIN SYS INC DEL00790R1044,414$479,6320.03%
213APPLIED MATLS INC0382221053,293$477,9800.03%
214SPDR INDEX SHS FDS78463X4757,591$473,8300.03%
215BANK NEW YORK MELLON CORP0640581005,594$469,2330.03%
216SERVICENOW INCNOW589$468,9260.02%
217PAYCHEX INCPAYX3,002$463,2690.02%
218AT&T INCT-PC16,275$460,2690.02%
219GILEAD SCIENCES INCGILD3,906$437,7350.02%
220UNION PAC CORPUNP1,832$432,7940.02%
221PFIZER INCPFE16,782$425,2750.02%
222LINDE PLCLIN908$422,8510.02%
223FIDELITY COVINGTON TRUST3160928082,588$417,3670.02%
224PARKER-HANNIFIN CORPPH680$413,7900.02%
225ISHARES TR4642874813,493$410,4280.02%
226VANGUARD WORLD FD9219108732,036$410,0100.02%
227ISHARES BITCOIN TRUST ETFIBIT8,653$405,0470.02%
228STARBUCKS CORPSBUX4,110$403,1570.02%
229SELECT SECTOR SPDR TR81369Y8524,175$402,7600.02%
230CHUBB LIMITEDCB1,322$399,3530.02%
231VANGUARD BD INDEX FDS9219378275,051$395,4320.02%
232ISHARES TR4642882814,339$393,0750.02%
233NUSHARES ETF TRNU11,450$391,7290.02%
234NORFOLK SOUTHN CORP6558441081,649$390,6330.02%
235ISHARES TR4642881583,605$380,7830.02%
236SELECT SECTOR SPDR TR81369Y4071,916$378,3640.02%
237TARGET CORPTGT3,561$371,7240.02%
238SPDR SER TR78468R6487,771$361,2910.02%
239VICTORY PORTFOLIOS II92647N5357,068$358,0010.02%
240VERIZON COMMUNICATIONS INCVZ7,848$356,0040.02%
241VANGUARD SCOTTSDALE FDS92206C4094,491$354,5760.02%
242SPDR SER TR78464A4094,406$354,1430.02%
243CAPITAL ONE FINL CORP14040H1051,972$353,6460.02%
244VANGUARD WORLD FD92204A702623$338,0780.02%
245FIDELITY COVINGTON TRUST31609272515,535$333,0600.02%
246WISDOMTREE TRWT6,829$331,7160.02%
247HCA HEALTHCARE INCHCA956$330,5700.02%
248DELL TECHNOLOGIES INCDELL3,625$330,4190.02%
249SELECT SECTOR SPDR TR81369Y2092,245$327,7920.02%
250THE CIGNA GROUP125523100978$321,8570.02%
251GLOBAL X FDS37954Y87113,920$319,0650.02%
252QUALCOMM INCQCOM2,022$310,6630.02%
253SPDR SER TR78464A8054,449$302,6140.02%
254INVESCO EXCH TRADED FD TR IIIVZ5,991$300,9280.02%
255DISNEY WALT CO2546871063,044$300,5090.02%
256AFLAC INCAFL2,697$299,9540.02%
257MARSH & MCLENNAN COS INC5717481021,209$295,1220.02%
258TJX COS INC NEW8725401092,397$292,0200.02%
259GOLDMAN SACHS GROUP INCGSCE529$289,1500.02%
260EMERSON ELEC COEMR2,627$288,1040.02%
261ISHARES TR46434V1005,647$283,9660.02%
262VANGUARD INDEX FDS9229085381,157$283,2350.02%
263SCHWAB STRATEGIC TR80852460711,768$275,7400.01%
264ISHARES TR46436E6196,340$274,6490.01%
265ISHARES TR4642874081,424$271,4800.01%
266DEERE & CODE578$271,3000.01%
267ISHARES TR46436E7675,810$271,1530.01%
268S&P GLOBAL INCSPGI531$270,0380.01%
269T ROWE PRICE ETF INC87283Q1077,073$269,4110.01%
270SELECT SECTOR SPDR TR81369Y7042,043$267,7760.01%
271SELECT SECTOR SPDR TR81369Y5062,860$267,2680.01%
272GRAINGER W W INC384802104269$266,2890.01%
273WATSCO INCWSO-B517$262,7910.01%
274FISERV INCFISV1,187$262,1630.01%
275METLIFE INCMET-PF3,184$255,6860.01%
276AMERICAN ELEC PWR CO INC0255371012,292$250,5160.01%
277AIR PRODS & CHEMS INCAIIR842$248,3850.01%
278INTUITINTU398$244,9120.01%
279CINCINNATI FINL CORP1720621011,633$241,3250.01%
280GE AEROSPACE3696043011,184$237,1410.01%
281DANAHER CORPORATION2358511021,156$237,0710.01%
282BERKLEY W R CORPWRB-PH3,314$235,8290.01%
283ISHARES TR4642877138,592$235,3350.01%
284LENNOX INTL INC526107107419$234,9880.01%
285VANGUARD INDEX FDS9229085532,587$234,2300.01%
286MONDELEZ INTL INC6092071053,379$229,2930.01%
287AMERICAN TOWER CORP NEW03027X1001,049$228,2840.01%
288VANECK ETF TRUST92189F1064,901$225,3450.01%
289J P MORGAN EXCHANGE TRADED F46641Q6544,421$224,8520.01%
290MANAGED PORTFOLIO SERIES56167N7206,145$223,4940.01%
291FAIR ISAAC CORPFICO121$223,1430.01%
292LAM RESEARCH CORPLRCX3,049$221,6620.01%
293LPL FINL HLDGS INC50212V100675$220,8200.01%
294VANGUARD SPECIALIZED FUNDS9219088441,133$219,8100.01%
295INTERACTIVE BROKERS GROUP IN45841N1071,310$216,9230.01%
296DIMENSIONAL ETF TRUST25434V4013,575$216,2700.01%
297OCCIDENTAL PETE CORP6745991054,345$214,4690.01%
298PALO ALTO NETWORKS INCPANW1,244$212,2760.01%
299CINTAS CORPCTAS1,027$211,1680.01%
300GENERAL MLS INC3703341043,494$208,9230.01%
301FIRST TR EXCHANGE TRADED FD33738R7043,038$207,2220.01%
302LOEWS CORPL2,215$203,6420.01%
303VANGUARD INDEX FDS9229086521,180$203,4330.01%
304MERCADOLIBRE INCMELI104$202,8900.01%
305VALERO ENERGY CORPVLO1,535$202,7870.01%
306SCHWAB STRATEGIC TR80852480510,248$202,7170.01%
307ISHARES TR4642875231,071$201,5300.01%
308FASTENAL COFAST2,588$200,7290.01%
309CUMMINS INCCMI640$200,6220.01%
310CALAMOS STRATEGIC TOTAL RETUCSQ11,080$179,2810.01%
311BLACKROCK LONG-TERM MUN ADVABLK16,852$163,3050.01%
312AMMO INCPOWWP100,000$138,0000.01%
3131 800 FLOWERS COM INCFLWS19,325$114,0180.01%
314PURECYCLE TECHNOLOGIES INCPCTTW13,433$92,9560.00%
315PROFRAC HLDG CORPACDC10,184$77,2970.00%
316COMMERCIAL VEH GROUP INC20260810516,781$19,2980.00%