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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

Segment Wealth Management, LLC

Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0001085146-25-003996

Total Value
$1.58B
Positions
286
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (286)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769318,896$96.9M6.15%
2BERKSHIRE HATHAWAY INC DELBRK-A157,746$76.6M4.86%
3BROADCOM INCAVGO189,272$52.2M3.31%
4S&P GLOBAL INCSPGI88,543$46.7M2.96%
5INVESCO QQQ TRIVZ79,584$43.9M2.79%
6GE VERNOVA INCGEV67,723$35.8M2.27%
7MICROSOFT CORPMSFT69,303$34.5M2.19%
8BERKSHIRE HATHAWAY INC DELBRK-A44$32.1M2.04%
9APPLE INCAAPL151,349$31.1M1.97%
10WALMART INCWMT254,283$24.9M1.58%
11INTUITINTU31,203$24.6M1.56%
12VISA INCV64,831$23.0M1.46%
13APOLLO GLOBAL MGMT INC03769M106160,149$22.7M1.44%
14EXXON MOBIL CORPXOM209,223$22.6M1.43%
15NVIDIA CORPORATIONNVDA142,200$22.5M1.43%
16MCKESSON CORPMCK30,620$22.4M1.42%
17CINTAS CORPCTAS98,306$21.9M1.39%
18GARMIN LTDGRMN103,883$21.7M1.38%
19SPDR S&P 500 ETF TRSPY34,906$21.6M1.37%
20COSTCO WHSL CORP NEW22160K10521,023$20.8M1.32%
21STRYKER CORPORATIONSYK52,127$20.6M1.31%
22ASML HOLDING N VASMLF25,460$20.4M1.29%
23PARKER-HANNIFIN CORPPH28,076$19.6M1.24%
24META PLATFORMS INCMETA24,473$18.1M1.15%
25AUTOMATIC DATA PROCESSING INADP58,015$17.9M1.14%
26HOME DEPOT INCHD47,640$17.5M1.11%
27ALLSTATE CORPALL-PJ85,617$17.2M1.09%
28MARSH & MCLENNAN COS INC57174810278,036$17.1M1.08%
29TEXAS INSTRS INC88250810479,984$16.6M1.05%
30CATERPILLAR INCCAT42,449$16.5M1.05%
31MARRIOTT INTL INC NEW57190320259,864$16.4M1.04%
32MOTOROLA SOLUTIONS INCMSI38,322$16.1M1.02%
33PRINCIPAL EXCHANGE TRADED FD74255Y870257,232$16.1M1.02%
34ALPHABET INCGOOG91,162$16.1M1.02%
35MCDONALDS CORPMCD54,458$15.9M1.01%
36INVESCO EXCHANGE TRADED FD TIVZ299,338$15.6M0.99%
37SHERWIN WILLIAMS COSHW44,567$15.3M0.97%
38AMPHENOL CORP NEW032095101148,967$14.7M0.93%
39EOG RES INCEOG122,744$14.7M0.93%
40LINDE PLCLIN31,154$14.6M0.93%
41VANGUARD INDEX FDS92290865274,683$14.4M0.91%
42GOLDMAN SACHS GROUP INCGSCE20,003$14.2M0.90%
43GALLAGHER ARTHUR J & CO36357610943,332$13.9M0.88%
44CARRIER GLOBAL CORPORATIONCARR183,826$13.5M0.85%
45UNION PAC CORPUNP58,306$13.4M0.85%
46ACCENTURE PLC IRELANDACN44,844$13.4M0.85%
47TJX COS INC NEW872540109107,415$13.3M0.84%
48DANAHER CORPORATION23585110260,386$11.9M0.76%
49VANGUARD INDEX FDS92290873625,926$11.4M0.72%
50VANGUARD SPECIALIZED FUNDS92190884455,519$11.4M0.72%
51NOVO-NORDISK A SNONOF160,668$11.1M0.70%
52ROPER TECHNOLOGIES INCROP19,293$10.9M0.69%
53TARGA RES CORPTRGP60,851$10.6M0.67%
54UNITEDHEALTH GROUP INCUNH33,418$10.4M0.66%
55ISHARES TR46428710133,561$10.2M0.65%
56ISHARES TR46434V449213,444$9.8M0.62%
57INTERCONTINENTAL EXCHANGE IN45866F10449,407$9.1M0.58%
58ISHARES TR46428759843,002$8.4M0.53%
59QUANTA SVCS INC74762E10221,986$8.3M0.53%
60ALPHABET INCGOOG44,739$7.9M0.50%
61ENTERPRISE PRODS PARTNERS L293792107254,651$7.9M0.50%
62MAIN STR CAP CORP56035L104119,468$7.1M0.45%
63ISHARES TR46434V381108,171$7.1M0.45%
64AMAZON COM INCAMZN30,794$6.8M0.43%
65POLARIS INCPII156,822$6.4M0.40%
66ISHARES TR464288810101,540$6.4M0.40%
67SELECT SECTOR SPDR TR81369Y40728,142$6.1M0.39%
68VANGUARD WORLD FD92191087326,448$5.9M0.38%
69JPMORGAN CHASE & CO.VYLD19,323$5.6M0.36%
70VANGUARD SCOTTSDALE FDS92206C70692,256$5.5M0.35%
71APPLOVIN CORPAPP15,518$5.4M0.34%
72SPDR GOLD TRGLD17,160$5.2M0.33%
73ISHARES TR46432F84257,506$4.8M0.30%
74BRUNSWICK CORPBC-PC86,853$4.8M0.30%
75ISHARES TR46428761410,534$4.5M0.28%
76WORLD GOLD TRGLDW66,259$4.3M0.28%
77CHEVRON CORP NEWCVX29,224$4.2M0.27%
78SPDR S&P MIDCAP 400 ETF TRMDY6,864$3.9M0.25%
79MASTERCARD INCORPORATEDMA6,614$3.7M0.24%
80ISHARES TR46428715026,664$3.6M0.23%
81ONEOK INC NEWOKE43,370$3.5M0.22%
82ELI LILLY & COLLY4,452$3.5M0.22%
83TESLA INCTSLA10,924$3.5M0.22%
84VANGUARD INDEX FDS92290874419,590$3.5M0.22%
85AXON ENTERPRISE INCAXON4,070$3.4M0.21%
86COTERRA ENERGY INCCTRA130,840$3.3M0.21%
87ARISTA NETWORKS INCANET32,012$3.3M0.21%
88INTUITIVE SURGICAL INCISRG5,552$3.0M0.19%
89ISHARES TR4642872004,822$3.0M0.19%
90SELECT SECTOR SPDR TR81369Y80311,585$2.9M0.19%
91ISHARES TR46428760631,700$2.9M0.18%
92SALESFORCE INCCRM10,573$2.9M0.18%
93FERRARI N VRACE5,723$2.8M0.18%
94SHOPIFY INCSHOP23,476$2.7M0.17%
95VERTEX PHARMACEUTICALS INCVRTX5,843$2.6M0.17%
96BOOKING HOLDINGS INCBKNG418$2.4M0.15%
97SCHWAB STRATEGIC TR808524102100,537$2.4M0.15%
98EQT CORPEQT38,674$2.3M0.14%
99STELLAR BANCORP INCSTEL79,938$2.2M0.14%
100COPART INCCPRT45,511$2.2M0.14%
101GE AEROSPACE3696043018,563$2.2M0.14%
102VANGUARD INDEX FDS9229083633,855$2.2M0.14%
103MERCADOLIBRE INCMELI835$2.2M0.14%
104MSCI INCMSCI3,756$2.2M0.14%
105PROCTER AND GAMBLE CO74271810913,049$2.1M0.13%
106WILLIAMS COS INC96945710032,981$2.1M0.13%
107ISHARES TR46428751518,880$2.1M0.13%
108BLACKSTONE INCBX13,172$2.0M0.13%
109MACOM TECH SOLUTIONS HLDGS I55405Y10012,919$1.9M0.12%
110ISHARES TR46436E48686,845$1.8M0.12%
111FAIR ISAAC CORPFICO998$1.8M0.12%
112SPDR SERIES TRUST78464A79732,690$1.8M0.12%
113ISHARES TR46436E72682,170$1.8M0.11%
114SPDR SERIES TRUST78464A85424,748$1.8M0.11%
115NETFLIX INCNFLX1,304$1.7M0.11%
116VANGUARD INDEX FDS9229086296,193$1.7M0.11%
117ISHARES TR46436E20574,050$1.7M0.11%
118ISHARES TR46435U51566,490$1.7M0.11%
119PHILLIPS 66PSX13,922$1.7M0.11%
120JANUS DETROIT STR TR47103U84532,640$1.7M0.11%
121KKR & CO INCKKRT12,295$1.6M0.10%
122NEXTERA ENERGY INCNEE-PW23,231$1.6M0.10%
123PUBLIC STORAGE OPER COPSA-PS5,319$1.6M0.10%
124SCHWAB STRATEGIC TR80852430053,031$1.5M0.10%
125ISHARES TR46435GAA063,251$1.5M0.10%
126ADOBE INCADBE3,946$1.5M0.10%
127COCA COLA COKO21,378$1.5M0.10%
128INVESCO EXCH TRD SLF IDX FDIVZ66,170$1.5M0.10%
129WASTE MGMT INC DEL94106L1096,546$1.5M0.10%
130ISHARES TR46435UAA961,317$1.5M0.09%
131FIRST TR EXCHANGE TRADED FD33734X19212,078$1.5M0.09%
132ISHARES TR46436E31257,210$1.4M0.09%
133LOCKHEED MARTIN CORPLMT3,123$1.4M0.09%
134REPUBLIC SVCS INC7607591005,690$1.4M0.09%
135INVESCO EXCH TRD SLF IDX FDIVZ57,422$1.3M0.09%
136ISHARES TR4642876555,896$1.3M0.08%
137CONOCOPHILLIPSCOP13,844$1.2M0.08%
138CAPITAL ONE FINL CORP14040H1055,734$1.2M0.08%
139INVESCO EXCH TRD SLF IDX FDIVZ61,897$1.2M0.08%
140ISHARES TR46436E13046,715$1.2M0.08%
141MERCK & CO INCMRK15,098$1.2M0.08%
142INVESCO EXCH TRD SLF IDX FDIVZ57,872$1.2M0.08%
143PEPSICO INCPEP8,968$1.2M0.08%
144INVESCO EXCH TRD SLF IDX FDIVZ52,060$1.1M0.07%
145VISTRA CORPVST5,914$1.1M0.07%
146DEERE & CODE2,235$1.1M0.07%
147BROOKFIELD CORP11271J10718,272$1.1M0.07%
148CROWDSTRIKE HLDGS INCCRWD2,209$1.1M0.07%
149LAM RESEARCH CORPLRCX11,370$1.1M0.07%
150VERALTO CORPVLTO10,907$1.1M0.07%
151VANGUARD WHITEHALL FDS92194681012,183$1.1M0.07%
152KINDER MORGAN INC DELEP-PC37,031$1.1M0.07%
153INVESCO EXCH TRD SLF IDX FDIVZ55,767$1.1M0.07%
154ABBVIE INCABBV5,860$1.1M0.07%
155DUKE ENERGY CORP NEWDUKB9,197$1.1M0.07%
156WELLS FARGO CO NEW94974610113,392$1.1M0.07%
157EMERSON ELEC COEMR7,876$1.1M0.07%
158CONSTELLATION ENERGY CORPCEG3,231$1.0M0.07%
159TAIWAN SEMICONDUCTOR MFG LTD8740391004,592$1.0M0.07%
160INVESCO EXCH TRD SLF IDX FDIVZ52,850$988,2950.06%
161SERVICENOW INCNOW946$972,5640.06%
162ABBOTT LABSABLZF7,151$972,5420.06%
163VONTIER CORPORATIONVNT26,060$961,6140.06%
164LOWES COS INC5486611074,218$935,8480.06%
165ISHARES TR4642876222,751$934,1570.06%
166APA CORPORATIONAPA50,000$914,5000.06%
167FLOTEK INDS INC DEL34338940961,420$906,5590.06%
168PURE STORAGE INC74624M10215,486$891,6840.06%
169INVESCO EXCH TRD SLF IDX FDIVZ51,670$867,0230.06%
170INVESCO EXCH TRD SLF IDX FDIVZ39,880$858,2180.05%
171ILLINOIS TOOL WKS INC4523081093,471$858,1050.05%
172PAYCHEX INCPAYX5,880$855,3050.05%
173EQUINIX INCEQIX1,070$851,1530.05%
174MARATHON PETE CORPMARA5,032$835,8660.05%
175PROSHARES TR74347X8319,996$829,6680.05%
176CHUBB LIMITEDCB2,832$820,4870.05%
177CUMMINS INCCMI2,487$814,4930.05%
178VANGUARD INDEX FDS9229087513,413$808,9130.05%
179MPLX LPMPLXP15,447$795,6750.05%
180WISDOMTREE TRWT15,505$780,0570.05%
181PROLOGIS INC.PLDGP7,122$748,6650.05%
182INVESCO EXCHANGE TRADED FD TIVZ3,950$717,8730.05%
183VALERO ENERGY CORPVLO4,947$664,9760.04%
184TORTOISE ENERGY INFRA CORPTYG15,000$658,3500.04%
185VERTIV HOLDINGS COVRT4,972$638,4550.04%
186ORACLE CORPORCL-PD2,905$635,1200.04%
187THERMO FISHER SCIENTIFIC INCTMO1,559$632,1120.04%
188CAL MAINE FOODS INCCALM6,321$629,7610.04%
189ISHARES TR4642873095,426$597,4030.04%
190JOHNSON & JOHNSONJNJ3,894$594,7410.04%
191ISHARES TR4642874996,449$593,1150.04%
192ENTERGY CORP NEWENO7,107$590,7340.04%
193AMERIPRISE FINL INC03076C1061,101$587,6370.04%
194BROADRIDGE FINL SOLUTIONS IN11133T1032,371$576,2240.04%
195ENBRIDGE INCENNPF12,679$574,6120.04%
196ANALOG DEVICES INCADI2,376$565,5360.04%
197IDEX CORP45167R1043,221$565,5110.04%
198LENNOX INTL INC526107107985$564,6410.04%
199CISCO SYS INCCSCO7,957$552,0570.04%
200ECOLAB INCECL2,007$540,7660.03%
201MORGAN STANLEYMS-PQ3,815$537,3810.03%
202PHILIP MORRIS INTL INC7181721092,907$529,4520.03%
203LAMAR ADVERTISING CO NEWLAMR4,292$520,8770.03%
204ALPS ETF TR00162Q45210,375$506,9230.03%
205ARES CAPITAL CORPARCC22,711$498,7340.03%
206WEC ENERGY GROUP INCWEC4,650$484,5300.03%
207ISHARES TR46438G65318,085$472,5610.03%
208GENERAL DYNAMICS CORPGD1,618$471,9060.03%
209INVESCO EXCH TRADED FD TR IIIVZ6,343$461,9240.03%
210AFLAC INCAFL4,271$450,4200.03%
211BLACKROCK INCBLK428$449,0790.03%
212EXELON CORPEXC10,315$447,8770.03%
213CAMECO CORPCCJ5,980$443,8950.03%
214AMETEK INCAME2,423$438,4660.03%
215TRAVELERS COMPANIES INCTRV1,612$431,2740.03%
216CMS ENERGY CORPCMS-PC6,180$428,1500.03%
217CARLYLE GROUP INCCGABL8,200$421,4800.03%
218XCEL ENERGY INCXELLL6,066$413,0950.03%
219SYSCO CORPSYY5,366$406,4570.03%
220BANK AMERICA CORP0605051048,563$405,2010.03%
221AMGEN INCAMGN1,444$403,1790.03%
222HONEYWELL INTL INC4385161061,723$401,2520.03%
223PUBLIC SVC ENTERPRISE GRP IN7445731064,744$399,3500.03%
224DIAMONDBACK ENERGY INCFANG2,872$394,6130.03%
225VANGUARD INDEX FDS9229085951,340$371,1000.02%
226EXTRA SPACE STORAGE INCEXR2,496$368,0100.02%
227RTX CORPORATIONRTX2,496$364,4660.02%
228INVESCO EXCH TRD SLF IDX FDIVZ13,780$358,4870.02%
229ISHARES TR4642878043,254$355,6300.02%
230ISHARES SILVER TRSLV10,600$347,7860.02%
231VIPER ENERGY INCVNOM8,940$340,8820.02%
232ISHARES TR4642872263,427$339,9580.02%
233DIGITAL RLTY TR INC2538681031,949$339,7690.02%
234INVESCO EXCH TRD SLF IDX FDIVZ20,420$337,5430.02%
235AMERICAN WTR WKS CO INC NEW0304201032,420$336,6460.02%
236ISHARES TR4642875075,275$327,1560.02%
237TRANE TECHNOLOGIES PLCTT747$326,7450.02%
238THE CIGNA GROUP125523100977$322,9770.02%
239NORTHROP GRUMMAN CORPNOC635$317,4870.02%
240UNITED PARCEL SERVICE INCUPS3,142$317,1530.02%
241ISHARES TR4642887601,640$309,3700.02%
242ANTERO MIDSTREAM CORPAM16,260$308,1270.02%
243AVALONBAY CMNTYS INCAWX1,509$307,0820.02%
244L3HARRIS TECHNOLOGIES INCLHX1,215$304,7710.02%
245MURPHY USA INCMUSA745$303,0660.02%
246SOUTHSTATE CORPORATIONSSB3,187$293,3250.02%
247TECHNIPFMC PLCFTI8,500$292,7400.02%
248FACTSET RESH SYS INC303075105644$288,0480.02%
249DEVON ENERGY CORP NEW25179M1039,037$287,4670.02%
250CONSOLIDATED EDISON INCED2,843$285,2950.02%
251GRAINGER W W INC384802104272$282,9450.02%
252DUPONT DE NEMOURS INCDD3,990$273,6740.02%
253AMEREN CORPAEE2,838$272,5620.02%
254LANDBRIDGE COMPANY LLCLB4,000$270,3200.02%
255SPDR SERIES TRUST78464A7894,460$266,4400.02%
256EQUITY RESIDENTIALEQR3,892$262,6710.02%
257NUCOR CORPNUE2,026$262,4480.02%
258ATLASSIAN CORPORATIONTEAM1,285$260,9710.02%
259IRON MTN INC DEL46284V1012,534$259,9120.02%
260HARTFORD INSURANCE GROUP INCHIG-PG2,000$253,7400.02%
261KLA CORPKLAC278$249,0160.02%
262EXPEDIA GROUP INCEXPE1,474$248,6340.02%
263ISHARES TR46436E1639,720$245,2360.02%
264LITTELFUSE INCLFUS1,081$245,0950.02%
265VANGUARD INDEX FDS922908538860$244,5750.02%
266ISHARES TR46438G6879,490$243,5130.02%
267ISHARES TR46435U3259,500$241,3950.02%
268CARMAX INCKMX3,589$241,2170.02%
269SCHWAB STRATEGIC TR8085242019,789$239,2430.02%
270INVESCO EXCHANGE TRADED FD TIVZ4,830$235,4720.01%
271AMERICAN TOWER CORP NEW03027X1001,042$230,3030.01%
272OREILLY AUTOMOTIVE INC67103H1072,490$224,4240.01%
273HUMANA INCHUM904$221,0100.01%
274ESSEX PPTY TR INC297178105775$219,6350.01%
275SCHWAB CHARLES CORPSCHW-PJ2,376$216,7860.01%
276AMERICAN INTL GROUP INC0268747842,508$214,6600.01%
277ISHARES TR4642878871,600$212,8640.01%
278COHERENT CORPCOHR2,370$211,4280.01%
279ISHARES TR4642874081,054$205,9730.01%
280DTE ENERGY CODTK1,548$205,0480.01%
281SPX TECHNOLOGIES INCSPXC1,200$201,2160.01%
282ALPHATEC HLDGS INCATEC10,000$111,0000.01%
283FORD MTR CO34537086010,188$110,5400.01%
284UNITED STATES ANTIMONY CORPUAMY25,300$55,1540.00%
285VERU INCVERU60,000$34,9080.00%
286NVIDIA CORPORATIONNVDA200$31,5980.00%