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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

ROMAN BUTLER FULLERTON & CO

Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001085146-25-004331

Total Value
$339.3M
Positions
242
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (242)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA117,443$20.4M6.01%
2MICROSOFT CORPMSFT31,282$16.1M4.74%
3APPLE INCAAPL59,787$12.8M3.77%
4AMAZON COM INCAMZN52,361$12.1M3.57%
5SPDR S&P 500 ETF TRSPY15,726$10.0M2.95%
6MASTERCARD INCORPORATEDMA15,591$8.9M2.61%
7ELI LILLY & COLLY8,973$7.3M2.15%
8VANGUARD SPECIALIZED FUNDS92190884431,528$6.6M1.94%
9WALMART INCWMT65,647$6.4M1.89%
10ALPHABET INCGOOG31,628$6.1M1.81%
11VANGUARD INDEX FDS92290873611,900$5.4M1.59%
12PROSHARES TR74348A46745,105$4.7M1.39%
13BERKSHIRE HATHAWAY INC DELBRK-A8,981$4.3M1.28%
14COSTCO WHSL CORP NEW22160K1054,489$4.2M1.24%
15EATON VANCE ENHANCED EQUITYETN199,103$4.2M1.23%
16THE CIGNA GROUP12552310013,982$4.1M1.22%
17FIRST TR EXCHANGE-TRADED FD33733E10444,047$4.1M1.20%
18META PLATFORMS INCMETA5,671$4.0M1.19%
19INVESCO QQQ TRIVZ7,006$4.0M1.17%
20PROCTER AND GAMBLE CO74271810924,326$3.9M1.13%
21ORACLE CORPORCL-PD14,978$3.7M1.08%
22ISHARES TR46428730931,455$3.6M1.06%
23SCHWAB STRATEGIC TR808524797126,517$3.5M1.02%
24JPMORGAN CHASE & CO.VYLD11,446$3.4M1.01%
25HOME DEPOT INCHD9,073$3.4M1.00%
26NETFLIX INCNFLX2,785$3.3M0.97%
27ISHARES TR46428746532,284$2.9M0.86%
28GE AEROSPACE3696043019,340$2.5M0.75%
29ISHARES TR46428868777,391$2.4M0.71%
30ISHARES TR4642872003,693$2.4M0.70%
31CINTAS CORPCTAS10,462$2.3M0.69%
32STRATEGY SHSSTRD46,565$2.3M0.67%
33ISHARES TR4642876144,905$2.2M0.64%
34CATERPILLAR INCCAT4,836$2.1M0.62%
35PARKER-HANNIFIN CORPPH2,763$2.0M0.60%
36ISHARES TR46428723440,887$2.0M0.60%
37HOWMET AEROSPACE INCHWM10,617$2.0M0.59%
38NASDAQ INCNDAQ21,103$2.0M0.59%
39NUVEEN MUN VALUE FD INCNU224,776$1.9M0.57%
40EATON VANCE ENHANCED EQUITYETN78,383$1.9M0.56%
41JOHNSON & JOHNSONJNJ11,179$1.9M0.55%
42AUTOMATIC DATA PROCESSING INADP5,844$1.8M0.53%
43GE VERNOVA INCGEV2,732$1.8M0.52%
44ISHARES TR46428780415,393$1.7M0.51%
45EATON VANCE TAX-MANAGED GLOBETN196,762$1.7M0.51%
46ALPHABET INCGOOG8,768$1.7M0.50%
47VERTEX PHARMACEUTICALS INCVRTX3,577$1.7M0.50%
48VISA INCV4,691$1.7M0.49%
49ISHARES TR46429B69717,003$1.6M0.47%
50WASTE MGMT INC DEL94106L1096,697$1.5M0.45%
51ISHARES TR46434V62123,154$1.5M0.45%
52CARPENTER TECHNOLOGY CORPCRS5,420$1.5M0.44%
53SEA LTDSE9,475$1.5M0.44%
54EMERSON ELEC COEMR9,968$1.5M0.44%
55PALO ALTO NETWORKS INCPANW7,275$1.5M0.44%
56INVESCO EXCHANGE TRADED FD TIVZ14,117$1.5M0.43%
57AMEREN CORPAEE14,502$1.5M0.43%
58CONSTELLATION ENERGY CORPCEG4,318$1.4M0.42%
59LOWES COS INC5486611076,222$1.4M0.42%
60DRAFTKINGS INC NEWDKNG31,346$1.4M0.41%
61TORTOISE CAPITAL SERIES TRUS890930209155,549$1.4M0.41%
62BROADCOM INCAVGO4,818$1.4M0.41%
63FIDELITY COVINGTON TRUST31609A40440,054$1.4M0.40%
64ARISTA NETWORKS INCANET11,841$1.4M0.40%
65RTX CORPORATIONRTX8,473$1.3M0.39%
66ABBOTT LABSABLZF10,416$1.3M0.39%
67MERCADOLIBRE INCMELI551$1.3M0.38%
68CBRE GBL REAL ESTATE INC FD12504G100257,529$1.3M0.38%
69IRON MTN INC DEL46284V10112,821$1.3M0.38%
70VALERO ENERGY CORPVLO8,652$1.2M0.36%
71DATADOG INCDDOG8,156$1.2M0.36%
72INVESCO EXCHANGE TRADED FD TIVZ6,504$1.2M0.36%
73SELECT SECTOR SPDR TR81369Y2098,744$1.2M0.35%
74ISHARES TR46428711911,867$1.2M0.35%
75INVESCO EXCHANGE TRADED FD TIVZ9,191$1.2M0.35%
76CROWDSTRIKE HLDGS INCCRWD2,499$1.2M0.34%
77DIGITAL RLTY TR INC2538681036,541$1.2M0.34%
78PROSHARES TR74347B68013,612$1.1M0.34%
79CELESTICA INCCLS6,696$1.1M0.34%
80ISHARES TR46435U85330,132$1.1M0.33%
81INTERNATIONAL BUSINESS MACHSINTR4,305$1.1M0.33%
82ADOBE INCADBE3,008$1.1M0.33%
83VANGUARD INDEX FDS9229087446,022$1.1M0.32%
84HUNTINGTON INGALLS INDS INC4464131064,103$1.1M0.32%
85BANK AMERICA CORP06050510422,295$1.1M0.32%
86REPUBLIC SVCS INC7607591004,388$1.1M0.32%
87SELECT SECTOR SPDR TR81369Y60519,997$1.1M0.31%
88FIDELITY WISE ORIGIN BITCOINFBTC10,254$1.0M0.31%
89KROGER COKR14,575$1.0M0.31%
90CISCO SYS INCCSCO15,086$1.0M0.31%
91EXXON MOBIL CORPXOM9,262$1.0M0.30%
92VANGUARD SCOTTSDALE FDS92206C84717,755$977,9430.29%
93INVESCO EXCH TRADED FD TR IIIVZ8,442$971,0830.29%
94ISHARES TR4642871686,979$963,6370.28%
95SALESFORCE INCCRM3,508$943,8520.28%
96GLOBAL X FDS37954Y48356,232$941,8810.28%
97T-MOBILE US INCTMUSZ3,850$937,7260.28%
98SPDR SERIES TRUST78464A85412,267$919,1360.27%
99KINDER MORGAN INC DELEP-PC33,333$913,0020.27%
100POWELL INDS INC7391281063,663$909,7620.27%
101CAPITAL ONE FINL CORP14040H1054,193$892,4380.26%
102UNITED RENTALS INCURI1,000$890,0000.26%
103ISHARES TR4642877214,805$864,8540.25%
104ETFS GOLD TR00326A10426,767$852,8480.25%
105MCDONALDS CORPMCD2,816$840,5190.25%
106ROCKET LAB CORPRKLB17,630$836,1910.25%
107ABBVIE INCABBV4,300$818,2110.24%
108TESLA INCTSLA2,573$813,2630.24%
109VANGUARD INDEX FDS9229085382,714$794,9330.23%
110ASML HOLDING N VASMLF1,107$787,4530.23%
111AT&T INCT-PC27,770$777,5530.23%
112VERIZON COMMUNICATIONS INCVZ17,404$749,7800.22%
113PEPSICO INCPEP5,176$742,5600.22%
114J P MORGAN EXCHANGE TRADED F46641Q83714,639$741,1680.22%
115ISHARES SILVER TRSLV21,325$739,1250.22%
116UNITED STS GASOLINE FD LPUNTCW12,053$737,4300.22%
117COCA COLA COKO10,635$735,6110.22%
118MERCK & CO INCMRK8,592$727,8050.21%
119SAP SESAPGF2,517$724,8570.21%
120SELECT SECTOR SPDR TR81369Y8032,730$715,2450.21%
121PAYPAL HLDGS INCPYPL9,079$707,9800.21%
122BRISTOL-MYERS SQUIBB COCELG-RI14,279$691,5300.20%
123PFIZER INCPFE27,832$689,9520.20%
124VERISIGN INCVRSN2,159$660,2010.19%
125GILEAD SCIENCES INCGILD5,664$658,1650.19%
126ECOLAB INCECL2,397$651,4220.19%
127SELECT SECTOR SPDR TR81369Y4072,875$646,4590.19%
128INVESCO EXCH TRADED FD TR IIIVZ15,375$636,2140.19%
129PALANTIR TECHNOLOGIES INCPLTR3,968$630,1180.19%
130DEERE & CODE1,199$620,4370.18%
131SPIRE INCSRJN8,110$619,6990.18%
132SPDR SERIES TRUST78464A5405,006$602,6330.18%
133AMGEN INCAMGN1,962$601,4240.18%
134ADVANCED MICRO DEVICES INCAMD3,561$592,8650.17%
135UBER TECHNOLOGIES INCUBER6,312$576,2160.17%
136SYSCO CORPSYY7,169$575,6340.17%
137BANK AMERICA CORP060505682450$548,5500.16%
138VANGUARD INDEX FDS9229087691,732$543,1910.16%
139PAYCHEX INCPAYX3,643$539,0910.16%
140ALTRIA GROUP INCMO8,990$537,9680.16%
141ARES CAPITAL CORPARCC22,954$530,4670.16%
142AMPLIFY ETF TR0321086078,665$527,6260.16%
143SPDR GOLD TRGLD1,708$525,0390.15%
144VANGUARD MUN BD FDS92290774610,259$498,1790.15%
145T ROWE PRICE ETF INC87283Q86713,495$495,3840.15%
146NATIONAL HEALTH INVS INC63633D1046,958$494,6890.15%
147FREEPORT-MCMORAN INCFCX10,902$489,3890.14%
148INVESCO EXCH TRADED FD TR IIIVZ20,002$489,0500.14%
149VANGUARD WORLD FD92204A8762,663$486,4240.14%
150FIDELITY COVINGTON TRUST3160926007,364$477,2890.14%
151PACER FDS TR69374H8818,026$459,5110.14%
152ISHARES TR46429B6633,831$459,2890.14%
153UNILEVER PLCUNLYF7,563$457,0260.13%
154HONEYWELL INTL INC4385161062,029$454,9900.13%
155FIDELITY COVINGTON TRUST3160923038,820$453,0750.13%
156VANECK ETF TRUST92189F42925,614$448,2390.13%
157AXON ENTERPRISE INCAXON605$444,8650.13%
158ROYAL BK CDA7800871023,256$429,9830.13%
159THE TRADE DESK INC88339J1054,921$423,8950.12%
160ILLINOIS TOOL WKS INC4523081091,617$423,1570.12%
161VISTRA CORPVST2,150$413,1500.12%
162ATKORE INCATKR5,172$411,8630.12%
163TJX COS INC NEW8725401093,167$400,4750.12%
164BOEING COBA-PA1,697$395,4750.12%
165VANGUARD WORLD FD92204A702573$394,3600.12%
166VANGUARD INTL EQUITY INDEX F9220427755,700$390,5920.12%
167ISHARES TR46428739015,250$387,3580.11%
168ISHARES TR4642874732,760$379,1590.11%
169ROBINHOOD MKTS INC7707001023,591$376,5160.11%
170ZIMMER BIOMET HOLDINGS INCZBH3,845$375,0490.11%
171SMITH & WESSON BRANDS INCSWBI44,623$368,5880.11%
172CHEVRON CORP NEWCVX2,331$360,8970.11%
173COMFORT SYS USA INC199908104521$358,6270.11%
174TAIWAN SEMICONDUCTOR MFG LTD8740391001,444$354,6290.10%
175JD.COM INCJDCMF10,667$353,9310.10%
176VERTIV HOLDINGS COVRT2,544$349,7190.10%
177ISHARES TR4642874403,657$346,4700.10%
178DNP SELECT INCOME FD INC23325P10434,739$341,4850.10%
179ISHARES TR4642875075,245$337,5900.10%
180ISHARES TR4642886533,266$326,5210.10%
181VENTAS INCVTR4,842$321,8270.09%
182EXPEDIA GROUP INCEXPE1,687$316,0290.09%
183VANECK ETF TRUST92189F38714,045$315,4450.09%
184SOUTHWEST AIRLS CO8447411089,456$314,0220.09%
185SHOPIFY INCSHOP2,514$312,8170.09%
186SERVICENOW INCNOW315$305,4490.09%
187SPDR INDEX SHS FDS78463X5337,808$302,8720.09%
188FS KKR CAP CORPFSK13,419$298,3050.09%
189CAMECO CORPCCJ3,724$296,4350.09%
190SPDR SERIES TRUST78464A8475,155$290,8420.09%
191DANAHER CORPORATION2358511021,412$290,0610.09%
192VANGUARD INDEX FDS9229086111,394$283,6220.08%
193ANNALY CAPITAL MANAGEMENT INNLY-PJ13,502$281,3390.08%
194BXP INCBXP3,885$278,9660.08%
195ROLLINS INCROL4,800$278,8480.08%
196THERMO FISHER SCIENTIFIC INCTMO583$278,6380.08%
197ALEXANDRIA REAL ESTATE EQ IN0152711093,376$277,4980.08%
198NOVO-NORDISK A SNONOF3,869$277,4320.08%
199PHILLIPS 66PSX2,211$276,2950.08%
200AMERICAN TOWER CORP NEW03027X1001,201$275,9920.08%
201HILTON WORLDWIDE HLDGS INCHLT1,000$273,6500.08%
202SPDR SERIES TRUST78464A64910,751$273,1790.08%
203INVESCO EXCH TRADED FD TR IIIVZ3,675$270,9970.08%
204SPDR SERIES TRUST78464A1518,385$270,8240.08%
205FIDELITY COVINGTON TRUST31609A3057,078$269,8700.08%
206ALLIANT ENERGY CORPLNT4,151$269,5880.08%
207DOLLAR GEN CORP NEW2566771052,486$267,3710.08%
208OMEGA HEALTHCARE INVS INC6819361006,758$264,2910.08%
209AGNICO EAGLE MINES LTDAEM2,063$261,6920.08%
210ESSEX PPTY TR INC297178105902$258,9820.08%
211QUALCOMM INCQCOM1,626$257,5160.08%
212SPDR SERIES TRUST78468R6632,801$256,9090.08%
213ISHARES TR4642874811,795$255,4300.08%
214TRANE TECHNOLOGIES PLCTT537$253,6540.07%
215WEC ENERGY GROUP INCWEC2,310$252,9800.07%
216ISHARES TR4642872262,545$250,6010.07%
217EPAM SYS INCEPAM1,458$248,9390.07%
218SELECT SECTOR SPDR TR81369Y5062,842$247,5080.07%
219HEWLETT PACKARD ENTERPRISE CHPE-PC11,828$245,1940.07%
220ISHARES TR4642883072,954$244,4860.07%
221TRIMBLE INCTRMB2,832$241,4000.07%
222ACCENTURE PLC IRELANDACN851$240,8930.07%
223KLA CORPKLAC265$239,0540.07%
224FRANKLIN RESOURCES INCBEN9,543$236,7510.07%
225SPDR SERIES TRUST78468R6222,439$236,7270.07%
226SPDR SERIES TRUST78468R8535,307$233,5180.07%
227SPDR SERIES TRUST78464A4092,366$233,2320.07%
228DISNEY WALT CO2546871061,879$228,2660.07%
229SHELL PLCRYDAF3,161$227,5640.07%
230LYONDELLBASELL INDUSTRIES NLYB3,467$220,7520.07%
231ISHARES INC46434G8554,832$220,3000.06%
232KIMBERLY-CLARK CORPKMB1,714$218,3730.06%
233VANECK ETF TRUST92189F6432,200$218,2620.06%
234INTUITINTU277$217,8220.06%
235PULTE GROUP INC7458671011,796$209,0040.06%
236GE HEALTHCARE TECHNOLOGIES IGEHC2,680$207,9910.06%
237ISHARES TR4642874322,396$207,0770.06%
238ISHARES TR464287523851$205,4640.06%
239ISHARES TR4642876062,148$203,2780.06%
240STARWOOD PPTY TR INCSTHO10,201$203,1310.06%
241NORDSON CORPNDSN920$203,0660.06%
242HA SUSTAINABLE INFRA CAP INC41068X1007,232$201,8550.06%